Computer Processing and Data Preparation and Processing Services - 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. 176
UBS Group AG 173
Morgan Stanley 157
Bank Of America Corp /de/ 150
Citadel Advisors Llc 149
Susquehanna International Group, Llp 147
Jpmorgan Chase & Co 147
Millennium Management Llc 143
Goldman Sachs Group Inc 137
Royal Bank Of Canada 136
Jane Street Group, Llc 135
Wells Fargo & Company/mn 134
Citigroup Inc 131
Tower Research Capital LLC (TRC) 130
BlackRock, Inc. 128
Deutsche Bank Ag\ 125
Barclays Plc 125
D. E. Shaw & Co., Inc. 125
Geode Capital Management, Llc 125
Credit Suisse Ag/ 120
Fmr Llc 117
State Street Corp 116
Renaissance Technologies Llc 112
Invesco Ltd. 110
Bnp Paribas Arbitrage, Sa 110
Bank of New York Mellon Corp 106
Virtu Financial LLC 105
SG Americas Securities, LLC 105
Wolverine Asset Management Llc 104
Bank Of Montreal /can/ 103
Marshall Wace, Llp 102
Simplex Trading, Llc 102
Vanguard Group Inc 101
Two Sigma Investments, Lp 100
Advisor Group Holdings, Inc. 100
Ameriprise Financial Inc 100
Walleye Trading LLC 99
Group One Trading, L.p. 98
Paloma Partners Management Co 97
Hrt Financial Lp 95
Prelude Capital Management, Llc 95
Walleye Capital LLC 94
Northern Trust Corp 94
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 93
Verition Fund Management LLC 93
New York State Common Retirement Fund 92
Pnc Financial Services Group, Inc. 91
Nomura Holdings Inc 91
Boothbay Fund Management, Llc 90
Balyasny Asset Management Llc 88
Cubist Systematic Strategies, LLC 88
Lazard Asset Management Llc 87
Parallax Volatility Advisers, L.P. 87
Jefferies Group LLC 86
Rhumbline Advisers 86
Squarepoint Ops LLC 86
Manufacturers Life Insurance Company, The 86
Wellington Management Group Llp 85
Charles Schwab Investment Management Inc 85
Russell Investments Group, Ltd. 84
Sei Investments Co 84
Dimensional Fund Advisors Lp 83
Nuveen Asset Management, LLC 83
Cutler Group LP 82
Aqr Capital Management Llc 82
Allianz Asset Management GmbH 82
Us Bancorp \de\ 82
Legal & General Group Plc 81
Gsa Capital Partners Llp 80
Northwestern Mutual Wealth Management Co 80
Wolverine Trading, Llc 80
Arrowstreet Capital, Limited Partnership 80
Acadian Asset Management Llc 80
Two Sigma Securities, Llc 80
IFP Advisors, Inc 80
Schonfeld Strategic Advisors LLC 79
California State Teachers Retirement System 79
American International Group, Inc. 79
Ubs Asset Management Americas Inc 79
Alliancebernstein L.p. 79
Two Sigma Advisers, Lp 79
Tudor Investment Corp Et Al 78
California Public Employees Retirement System 78
Man Group plc 78
Federated Hermes, Inc. 77
Trexquant Investment LP 77
Qube Research & Technologies Ltd 77
Price T Rowe Associates Inc /md/ 77
Hsbc Holdings Plc 76
Zurcher Kantonalbank (Zurich Cantonalbank) 76
Creative Planning 75
Engineers Gate Manager LP 75
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 75
Quantbot Technologies LP 75
Voya Investment Management Llc 74
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 74
Parametric Portfolio Associates Llc 74
Polar Asset Management Partners Inc. 73
Captrust Financial Advisors 73
Envestnet Asset Management Inc 72
LMR Partners LLP 72
Macquarie Group Ltd 72
Panagora Asset Management Inc 71
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 71
Point72 Asset Management, L.P. 71
XTX Topco Ltd 71
American Century Companies Inc 70
LPL Financial LLC 70
Signaturefd, Llc 70
Victory Capital Management Inc 70
Franklin Resources Inc 70
Highbridge Capital Management Llc 69
Norges Bank 69
Capstone Investment Advisors, Llc 68
Federation des caisses Desjardins du Quebec 68
Putnam Investments Llc 68
Stifel Financial Corp 68
ExodusPoint Capital Management, LP 67
First Trust Advisors Lp 67
Strs Ohio 67
Oxford Asset Management Llp 67
Raymond James & Associates 67
PDT Partners, LLC 66
Steward Partners Investment Advisory, Llc 66
Swiss National Bank 66
Parallel Advisors, LLC 66
Hbk Investments L P 66
Toronto Dominion Bank 66
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 66
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 65
Advisory Services Network, LLC 65
Css Llc/il 65
Lord, Abbett & Co. Llc 65
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 65
Cwm, Llc 65
Metropolitan Life Insurance Co/ny 64
Dynamic Technology Lab Private Ltd 64
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 64
Prudential Financial Inc 64
Healthcare Of Ontario Pension Plan Trust Fund 64
Ubs Oconnor Llc 64
Hudson Bay Capital Management LP 63
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 63
Bayesian Capital Management, LP 63
Principal Financial Group Inc 63
Point72 Hong Kong Ltd 63
Alberta Investment Management Corp 63
FNY Investment Advisers, LLC 63
Teacher Retirement System Of Texas 63
Advisor Group, Inc. 62
PEAK6 Investments LLC 62
Marshall Wace North America L.P. 62
Cnh Partners Llc 62
Centiva Capital, LP 62
Quadrature Capital Ltd 62
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 62
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 62
Comerica Bank 62
State Board Of Administration Of Florida Retirement System 61
Fifth Third Bancorp 61
Penserra Capital Management LLC 61
Alyeska Investment Group, L.P. 61
Ladenburg Thalmann Financial Services Inc 61
State Of Wisconsin Investment Board 61
Public Employees Retirement System Of Ohio 61
A.R.T. Advisors, LLC 60
Tiaa Cref Investment Management Llc 59
Amalgamated Bank 59
Ameritas Investment Partners, Inc. 59
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 59
Jump Financial, LLC 59
HAP Trading, LLC 59
Axa S.a. 58
Mirae Asset Global Investments Co., Ltd. 58
Nisa Investment Advisors, Llc 58
Bessemer Group Inc 58
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 58
Laurion Capital Management LP 57
Magnetar Financial LLC 57
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 57
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 57
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 56
Clear Street Markets Llc 56
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 56
Gabelli Funds Llc 56
SBI Securities Co., Ltd. 56
Quadrant Capital Group Llc 56
Jacobs Levy Equity Management, Inc 56
Rockefeller Capital Management L.P. 56
Blair William & Co/il 56
Schroder Investment Management Group 56
Huntington National Bank 56
Glenmede Trust Co Na 56
Guggenheim Capital Llc 55
Teachers Advisors, Llc 55
Calamos Advisors LLC 55
Alpine Global Management, LLC 55
HighTower Advisors, LLC 55
Weiss Asset Management LP 55
Janus Henderson Group Plc 55
Raymond James Financial Inc 54
Voloridge Investment Management, Llc 54
Nationwide Fund Advisors 54
PEAK6 Investments, L.P. 54
Driehaus Capital Management Llc 54
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 54
Neuberger Berman Group LLC 54
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 54
BlueCrest Capital Management Ltd 54
ProShare Advisors LLC 54
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 53
Amundi 53
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 53
O'shaughnessy Asset Management, Llc 53
BlackRock Fund Advisors 53
Algert Global Llc 53
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 53
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 53
FIL Ltd 53
Connor, Clark & Lunn Investment Management Ltd. 53
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 53
Ergoteles LLC 52
Mackenzie Financial Corp 52
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 52
Capital Fund Management S.a. 52
Raymond James Financial Services Advisors, Inc. 52
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 52
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 52
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 52
BlackRock Institutional Trust Company, N.A. 51
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 51
Landscape Capital Management, L.l.c. 51
Canada Pension Plan Investment Board 51
Los Angeles Capital Management Llc 51
Allspring Global Investments Holdings, LLC 51
CIBC Private Wealth Group, LLC 51
MetLife Investment Management, LLC 51
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 51
First Horizon Advisors, Inc. 51
Mackay Shields Llc 50
Y-Intercept (Hong Kong) Ltd 50
Caption Management, LLC 50
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 50
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 50
Kcg Holdings, Inc. 50
EverSource Wealth Advisors, LLC 50
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 50
Allworth Financial LP 50
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 50
Lindbrook Capital, Llc 50
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 50
Meeder Asset Management Inc 50
BlackRock Investment Management, LLC 50
Royce & Associates Lp 49
Dupont Capital Management Corp 49
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 49
Fox Run Management, L.l.c. 49
Susquehanna Fundamental Investments, Llc 49
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 49
TCI Wealth Advisors, Inc. 49
Global Retirement Partners, LLC 49
Thrivent Financial For Lutherans 49
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 49
OMERS ADMINISTRATION Corp 49
Truist Financial Corp 49
Davidson Kempner Capital Management Lp 49
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 48
BlackRock Advisors LLC 48
KBC Group NV 48
Harbour Investments, Inc. 48
Seven Eight Capital, Lp 48
Sterling Capital Management LLC 48
NEXT Financial Group, Inc 48
Commonwealth Equity Services, Llc 48
Covestor Ltd 48
IWV - iSHARES TRUST - iShares Russell 3000 ETF 48
Credit Agricole S A 48
J. Goldman & Co LP 48
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 48
Cresset Asset Management, LLC 47
BNP Paribas Asset Management Holding S.A. 47
Natixis 47
Massachusetts Financial Services Co /ma/ 47
Ubs Ag 47
Russell Frank Co/ 47
Weiss Multi-Strategy Advisers LLC 47
Occudo Quantitative Strategies Lp 47
Great West Life Assurance Co /can/ 47
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 47
GWM Advisors LLC 47
Aperio Group, LLC 47
M&t Bank Corp 47
Gotham Asset Management, LLC 47
Td Asset Management Inc 46
Ellington Management Group Llc 46
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 46
Farther Finance Advisors, LLC 46
Skandinaviska Enskilda Banken AB (publ) 46
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 46
Dark Forest Capital Management Lp 46
Maven Securities LTD 46
DekaBank Deutsche Girozentrale 46
Eaton Vance Management 46
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 46
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 45
NumerixS Investment Technologies Inc 45
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 45
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 45
Thompson Davis & Co., Inc. 45
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 45
Parkside Financial Bank & Trust 45
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 45
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 45
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 45
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 45
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 45
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 45
State of Wyoming 45
Arizona State Retirement System 44
Bridgeway Capital Management Inc 44
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 44
National Bank Of Canada /fi/ 44
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 44
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 44
Jennison Associates Llc 44
State of New Jersey Common Pension Fund D 44
BlackRock Group LTD 44
D.a. Davidson & Co. 43
Winton Capital Group Ltd 43
Versant Capital Management, Inc 43
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 43
Aviva Plc 43
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 43
Vanguard Index Funds 43
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 43
Campbell & CO Investment Adviser LLC 43
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 43
Handelsbanken Fonder AB 43
Sowell Financial Services LLC 43
Asset Management One Co., Ltd. 43
Moore Capital Management, Lp 43
Geneos Wealth Management Inc. 43
MUFG Americas Holdings Corp 43
Ronald Blue Trust, Inc. 43
Janney Montgomery Scott LLC 43
Spark Investment Management LLC 43
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42
Principal Funds Inc 42
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 42
Virginia Retirement Systems Et Al 42
Aigen Investment Management, Lp 42
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 42
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 42
Public Employees Retirement Association Of Colorado 42
Mariner, LLC 42
Cambridge Investment Research Advisors, Inc. 42
Loomis Sayles & Co L P 42
GAM Holding AG 42
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 42
Caxton Associates Lp 42
Spire Wealth Management 42
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 42
EAM Investors, LLC 42
First Republic Investment Management, Inc. 42
American Portfolios Advisors 42
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 42
Symmetry Peak Management Llc 42
Ionic Capital Management LLC 42
Sculptor Capital LP 42
Assetmark, Inc 42
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 41
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 41
Woodline Partners LP 41
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 41
Nomura Asset Management Co Ltd 41
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 41
Quarry LP 41
IWM - iSHARES TRUST - iShares Russell 2000 ETF 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 41
United Services Automobile Association 41
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 41
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 41
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 41
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 41
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 41
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 41
Blueshift Asset Management, LLC 41
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 41
NSIDX - Northern Funds - Northern Small Cap Index Fund 41
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 41
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 41
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 41
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 41
AdvisorNet Financial, Inc 41
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 40
Essex Investment Management Co Llc 40
Profunds - Profund Vp Ultrasmall-cap 40
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 40
Jones Financial Companies Lllp 40
FORA Capital, LLC 40
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 40
VCSLX - VALIC Co I - Small Cap Index Fund 40
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 40
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 40
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 40
Harel Insurance Investments & Financial Services Ltd. 40
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 40
Glassman Wealth Services 40
K2 Principal Fund, L.p. 40
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 40
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 40
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 40
Picton Mahoney Asset Management 40
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 40
Profunds - Profund Vp Small-cap 40
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 40
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 40
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 40
MAI Capital Management 40
Aquatic Capital Management LLC 40
Acrospire Investment Management LLC 40
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 40
Private Advisor Group, LLC 40
Ground Swell Capital, LLC 39
Hartland & Co., LLC 39
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 39
Public Sector Pension Investment Board 39
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 39
Caitong International Asset Management Co., Ltd 39
AMP Capital Investors Ltd 39
Shell Asset Management Co 39
Ellevest, Inc. 39
Glazer Capital, Llc 39
Airain ltd 39
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 39
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 39
Vident Investment Advisory, LLC 39
Quantamental Technologies LLC 39
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 39
Linden Advisors Lp 39
Massmutual Trust Co Fsb/adv 39
Graham Capital Management, L.P. 39
Oppenheimer Asset Management Inc. 39
Ensign Peak Advisors, Inc 39
SLPIX - Profunds - Small-cap Profund Investor Class 39
Oppenheimer & Co Inc 39
G2 Investment Partners Management LLC 39
Jefferies Financial Group Inc. 38
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 38
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 38
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 38
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 38
Pictet Asset Management Ltd 38
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 38
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 38
Managed Account Advisors Llc 38
Advent Capital Management /de/ 38
GABELLI & Co INVESTMENT ADVISERS, INC. 38
State of Tennessee, Treasury Department 38
Stevens Capital Management Lp 38
Migdal Insurance & Financial Holdings Ltd. 38
Brown Brothers Harriman & Co 38
Clearbridge Investments, LLC 38
Suntrust Banks Inc 38
Lombard Odier Asset Management (USA) Corp 38
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 38
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 38
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 38
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 38
Vanguard World Fund 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 38
National Asset Management, Inc. 38
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 38
Benjamin F. Edwards & Company, Inc. 38
SG3 Management, LLC 37
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 37
Zacks Investment Management 37
Bogle Investment Management L P /de/ 37
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 37
Holocene Advisors, LP 37
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 37
PENN SERIES FUNDS INC - Small Cap Index Fund 37
Private Trust Co Na 37
State Farm Mutual Fund Trust 37
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 37
Spot Trading L.L.C 37
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 37
Exchange Traded Concepts, Llc 37
Cowen And Company, Llc 37
Hillsdale Investment Management Inc. 37
Amundi Pioneer Asset Management Inc 37
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 37
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 37
Brown Advisory Inc 37
BlackRock Japan Co. Ltd 37
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 37
GAMMA Investing LLC 37
Keebeck Alpha, LP 37
State Farm Variable Product Trust 37
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 37
Cetera Advisor Networks LLC 37
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 37
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 37
Mizuho Securities Usa Llc 36
Palisade Capital Management Llc/nj 36
Bluefin Capital Management, Llc 36
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 36
Petrus Trust Company, LTA 36
Corebridge Financial, Inc. 36
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 36
Daiwa Securities Group Inc. 36
Nicholas Investment Partners, LP 36
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 36
Nuveen, LLC 36
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 36
First Mercantile Trust Co 36
Maverick Capital Ltd 36
Catalyst Capital Advisors LLC 36
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 36
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 36
Valeo Financial Advisors, LLC 36
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 36
Advisors Asset Management, Inc. 36
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 36
Assenagon Asset Management S.A. 36
Point72 Asia (Singapore) Pte. Ltd. 36
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 36
Police & Firemen's Retirement System of New Jersey 36
Etf Managers Group, Llc 36
Robeco Institutional Asset Management B.V. 36
Gamco Investors, Inc. Et Al 36
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 36
Boston Partners 35
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 35
Adage Capital Partners Gp, L.l.c. 35
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 35
Edmond De Rothschild Holding S.a. 35
Bell Investment Advisors, Inc 35
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 35
QS Investors, LLC 35
Teachers Retirement System Of The State Of Kentucky 35
Piedmont Investment Advisors Llc 35
Globeflex Capital L P 35
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 35
Quantitative Systematic Strategies LLC 35
Emerald Acquisition Ltd. 35
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 35
Larson Financial Group LLC 35
Menta Capital Llc 35
Coldstream Capital Management Inc 35
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 35
Atom Investors LP 35
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 35
Grantham, Mayo, Van Otterloo & Co. LLC 35
Nordea Investment Management Ab 35
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 35
Fuller & Thaler Asset Management, Inc. 35
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 34
Intech Investment Management Llc 34
Martingale Asset Management L P 34
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 34
Bank Of Nova Scotia 34
Tfs Capital Llc 34
SRS Capital Advisors, Inc. 34
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 34
Cibc World Markets Corp 34
FNY Managed Accounts LLC 34
Manchester Capital Management LLC 34
RidgeWorth Capital Management LLC 34
Bridgefront Capital, LLC 34
TENOR CAPITAL MANAGEMENT Co., L.P. 34
Quantinno Capital Management LP 34
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 34
Stratos Wealth Partners, LTD. 34
Principal Securities, Inc. 34
NN Investment Partners Holdings N.V. 33
Castleark Management Llc 33
Monashee Investment Management LLC 33
Sunbelt Securities, Inc. 33
Twinbeech Capital Lp 33
Assured Investment Management LLC 33
Berman Capital Advisors, LLC 33
Numeric Investors Llc 33
Oppenheimer Funds Inc 33
Xact Kapitalforvaltning AB 33
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 33
Howe & Rusling Inc 33
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 33
Vestcor Inc 33
Newbridge Financial Services Group, Inc. 33
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 33
Jupiter Asset Management Ltd 33
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 33
Amalgamated Financial Corp. 33
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 33
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 33
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 32
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 32
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 32
First Hawaiian Bank 32
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 32
Atria Investments Llc 32
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 32
Diversified Trust Co 32
Shaolin Capital Management LLC 32
Mercer Global Advisors Inc /adv 32
Capital Advisors, Ltd. LLC 32
Cipher Capital LP 32
Orion Portfolio Solutions, LLC 32
Weld Capital Management Llc 32
International Assets Investment Management, Llc 32
Kornitzer Capital Management Inc /ks 32
Pentwater Capital Management LP 32
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 32
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 32
Eagle Asset Management Inc 32
1832 Asset Management L.P. 32
Proficio Capital Partners LLC 32
PineBridge Investments, L.P. 32
Pathstone Family Office, Llc 32
Ci Investments Inc. 32
Brevan Howard Capital Management LP 32
Pacer Advisors, Inc. 32
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 32
Cetera Investment Advisers 32
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 32
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 32
Advent Claymore Convertible Securities & Income Fund 32
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 32
Polar Capital LLP 32
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 32
EntryPoint Capital, LLC 32
Water Island Capital Llc 32
Mml Investors Services, Llc 32
Parametrica Management Ltd 32
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 32
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 32
MetLife Securities, Inc 32
First Manhattan Co 32
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 32
Skopos Labs, Inc. 32
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 31
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 31
ClariVest Asset Management LLC 31
Alphacrest Capital Management Llc 31
JustInvest LLC 31
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 31
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 31
Soros Fund Management Llc 31
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 31
Wealthspire Advisors, L.P. 31
Diametric Capital, LP 31
Versor Investments LP 31
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 31
New York State Teachers Retirement System 31
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 31
Smartleaf Asset Management LLC 31
Toroso Investments, LLC 31
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 31
C M Bidwell & Associates Ltd 31
Portolan Capital Management, LLC 31
Old Mission Capital Llc 31
True Wealth Design, LLC 31
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 31
Point72 (DIFC) Ltd 31
APG Asset Management N.V. 31
Ancora Advisors, LLC 31
Headlands Technologies LLC 30
Natixis Advisors, L.p. 30
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 30
CIBC World Markets Inc. 30
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 30
Kepos Capital LP 30
Vontobel Holding Ltd. 30
Baird Financial Group, Inc. 30
Blackstone Group Inc 30
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 30
Capital Performance Advisors Llp 30
Periscope Capital Inc. 30
Hutchin Hill Capital, LP 30
Financial Architects, Inc 30
Caas Capital Management Lp 30
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 30
Sciencast Management LP 30
Fred Alger Management, Llc 30
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 30
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 30
Pictet Asset Management Sa 30
Aster Capital Management (DIFC) Ltd 30
CoreCap Advisors, LLC 30
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 30
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 30
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 30
Mutual Of America Capital Management Llc 30
IWC - iSHARES TRUST - iShares Micro-Cap ETF 30
Private Capital Group, LLC 30
FDx Advisors, Inc. 30
Oberweis Asset Management Inc/ 30
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 30
Ssi Investment Management Llc 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 29
Brinker Capital Investments, LLC 29
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 29
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 29
DRW Securities, LLC 29
Umb Bank N A/mo 29
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 29
TD Waterhouse Canada Inc. 29
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 29
Pictet Asset Management Holding SA 29
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 29
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 29
Whittier Trust Co 29
Patriot Financial Group Insurance Agency, LLC 29
Point72 Middle East FZE 29
Plante Moran Financial Advisors, LLC 29
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 29
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 29
Rothschild Investment Llc 29
Element Capital Management Llc 29
Capital World Investors 29
Advanced Series Trust - Ast Small-cap Growth Portfolio 29
Sei Trust Co 29
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 29
Twin Tree Management, LP 29
Sofos Investments, Inc. 29
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 29
Klp Kapitalforvaltning As 29
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 29
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 29
IndexIQ Advisors LLC 29
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 29
Alps Advisors Inc 29
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 29
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 29
Snowden Capital Advisors LLC 29
Nine Chapters Capital Management LLC 29
Cornerstone Capital Management Holdings Llc. 29
Candriam Luxembourg S.C.A. 28
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 28
Rehmann Capital Advisory Group 28
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 28
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 28
Stephens Inc /ar/ 28
MYDA Advisors LLC 28
Capital Research Global Investors 28
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 28
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 28
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 28
Pinnacle Wealth Planning Services, Inc. 28
Princeton Alpha Management LP 28
Winslow, Evans & Crocker, Inc. 28
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 28
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 28
Altshuler Shaham Ltd 28
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 28
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 28
Banque Cantonale Vaudoise 28
Employees Retirement System of Texas 28
AHL Partners LLP 28
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 28
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 28
Wipfli Financial Advisors Llc, 28
Gradient Investments LLC 28
Invictus RG 28
Global X Management CO LLC 28
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 28
Harvest Fund Management Co., Ltd 28
Baker Avenue Asset Management, LP 28
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 28
Quantitative Investment Management, LLC 28
Utah Retirement Systems 28
Gilder Gagnon Howe & Co Llc 28
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 28
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 28
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 28
Cerity Partners LLC 28
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 28
SECOR Capital Advisors, LP 28
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 28
CIBC Asset Management Inc 28
Flagship Harbor Advisors, Llc 28
Bamco Inc /ny/ 28
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 27
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 27
Teza Capital Management LLC 27
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 27
Ing Groep Nv 27
Brewin Dolphin Ltd 27
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 27
Xponance, Inc. 27
Pearl River Capital, LLC 27
Compagnie Lombard Odier SCmA 27
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 27
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 27
Sawtooth Solutions, LLC 27
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 27
Ieq Capital, Llc 27
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 27
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 27
Mint Tower Capital Management B.V. 27
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 27
Crossmark Global Holdings, Inc. 27
Athanor Capital, Lp 27
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 27
Prospera Financial Services Inc 27
Bridgewater Associates, LP 27
Levin Capital Strategies, L.p. 27
Weiss Strategic Interval Fund 27
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 27
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 27
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 27
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 27
Vident Advisory, LLC 26
Catalyst Funds Management Pty Ltd 26
Jfs Wealth Advisors, Llc 26
Quest Partners LLC 26
Counterpoint Mutual Funds LLC 26
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 26
SJS Investment Consulting Inc. 26
Cornercap Investment Counsel Inc 26
Gts Securities Llc 26
nVerses Capital, LLC 26
Keybank National Association/oh 26
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 26
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 26
Reilly Financial Advisors, Llc 26
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 26
Universal- Beteiligungs- und Servicegesellschaft mbH 26
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 26
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 26
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 26
Stoneridge Investment Partners Llc 26
Oaktree Capital Management Lp 26
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 26
Pine River Capital Management L.P. 26
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 26
Duality Advisers, Lp 26
Arkadios Wealth Advisors 26
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 26
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 26
Mason Street Advisors, Llc 26
Sumitomo Mitsui Trust Holdings, Inc. 26
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 26
Bluefin Trading, LLC 26
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 26
Alpha Paradigm Partners, LLC 26
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 26
Kestra Advisory Services, LLC 26
Caisse De Depot Et Placement Du Quebec 26
Summit Trail Advisors, Llc 26
Meridian Wealth Partners, LLC 26
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 26
Mitsubishi UFJ Trust & Banking Corp 26
Brookfield Asset Management Inc. 26
Shay Capital LLC 26
Pinz Capital Management, LP 26
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 25
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 25
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 25
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 25
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 25
Maryland State Retirement & Pension System 25
Wealthcare Advisory Partners LLC 25
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 25
Evoke Wealth, Llc 25
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 25
Cullen/frost Bankers, Inc. 25
SAC Capital Advisors LP 25
Crestline Management, LP 25
Leap Investments Lp 25
Legato Capital Management LLC 25
Prudential Plc 25
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 25
First Quadrant L P/ca 25
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 25
Emerald Mutual Fund Advisers Trust 25
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 25
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 25
Belpointe Asset Management LLC 25
Bokf, Na 25
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 25
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 25
CENTRAL TRUST Co 25
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 25
Navellier & Associates Inc 25
RBF Capital, LLC 25
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 25
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 25
Cadence Capital Management Llc 25
Fiera Capital Corp 25
Putnam Premier Income Trust 25
Tocqueville Asset Management L.p. 25
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 25
Guggenheim Active Allocation Fund 25
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 25
R Squared Ltd 25
Aristeia Capital Llc 25
Asset Dedication, LLC 25
Segall Bryant & Hamill, Llc 25
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 24
Ardsley Advisory Partners Lp 24
Resources Investment Advisors, LLC. 24
Diker Management Llc 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
Tcw Group Inc 24
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 24
Eqis Capital Management, Inc. 24
Old Mutual Global Investors (UK) Ltd. 24
Alkeon Capital Management Llc 24
Context Capital Management, LLC 24
State of Alaska, Department of Revenue 24
Ajo, Lp 24
Harbor Capital Advisors, Inc. 24
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 24
Advisory Research Inc 24
Ameritas Advisory Services, LLC 24
Summit Global Investments 24
Stone Ridge Asset Management LLC 24
Putnam Master Intermediate Income Trust 24
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 24
Sherbrooke Park Advisers Llc 24
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 24
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 24
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 24
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 24
Thornburg Investment Management Inc 24
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 24
New York Life Investment Management Llc 24
Integral Derivatives, LLC 24
Jane Street Holding, LLC 24
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 24
Wealth Enhancement Advisory Services, Llc 24
Clearline Capital LP 24
Regions Financial Corp 24
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 24
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 24
Westpac Banking Corp 24
Truvestments Capital Llc 24
Rivernorth Capital Management, Llc 24
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 24
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 24
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 24
Artisan Partners Limited Partnership 24
Profund Advisors Llc 24
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 24
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 24
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 24
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 24
Citizens Financial Group Inc/ri 24
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 24
CenterBook Partners LP 24
Jain Global LLC 24
Macroview Investment Management Llc 23
Optimum Investment Advisors 23
Symphony Asset Management Llc 23
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 23
Deere & Co 23
Illinois Municipal Retirement Fund 23
Convergence Investment Partners, LLC 23
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 23
Waddell & Reed Financial Inc 23
Quinn Opportunity Partners LLC 23
Axq Capital, Lp 23
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 23
Next Century Growth Investors Llc 23
Rafferty Asset Management, LLC 23
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 23
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
UMA Financial Services, Inc. 23
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 23
RSSL - Global X Funds - Global X Russell 2000 ETF 23
Bailard, Inc. 23
Nebula Research & Development LLC 23
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 23
Lsv Asset Management 23
Sigma Planning Corp 23
FLDFX - Meeder Funds - BALANCED FUND Retail Class 23
Alambic Investment Management, L.P. 23
Piper Sandler & Co. 23
Maplelane Capital, Llc 23
Fieldpoint Private Securities, LLC 23
IMC-Chicago, LLC 23
Schubert & Co 23
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 23
Hexagon Capital Partners LLC 23
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 23
Hamilton Lane Advisors Llc 23
Hantz Financial Services, Inc. 23
We Are One Seven, LLC 23
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 23
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 23
Emerald Advisers, Llc 23
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 23
Concord Wealth Partners 23
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 23
Yorktown Management & Research Co Inc 23
Columbus Circle Investors 23
Chicago Equity Partners Llc 23
Synovus Financial Corp 23
Smithfield Trust Co 23
MARSHALL WACE ASIA Ltd 23
TimesSquare Capital Management, LLC 23
Peak6 Llc 23
Equitec Proprietary Markets, Llc 23
Shannon River Fund Management LLC 23
Carroll Financial Associates, Inc. 23
Enterprise Financial Services Corp 23
CI Private Wealth, LLC 23
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 23
RBB FUND, INC. - Adara Smaller Companies Fund 23
Calamos Global Dynamic Income Fund 23
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 23
Kennedy Capital Management, Inc. 23
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 22
Commerce Bank 22
Td Private Client Wealth Llc 22
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 22
Tcwp Llc 22
Farmers & Merchants Investments Inc 22
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 22
Taconic Capital Advisors LP 22
Sutton Wealth Advisors Inc. 22
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 22
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 22
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 22
Bb&t Securities, Llc 22
Granite Point Capital Management, L.P. 22
Park West Asset Management LLC 22
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 22
Westchester Capital Management, LLC 22
Kistler-Tiffany Companies, LLC 22
Focused Wealth Management, Inc 22
Arrowgrass Capital Partners (us) Lp 22
Barings Llc 22
Fortitude Family Office, LLC 22
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 22
Absolute Return Capital, LLC 22
Creative Financial Designs Inc /adv 22
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 22
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 22
Commonwealth Bank Of Australia 22
Mather Group, Llc. 22
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 22
Wasatch Advisors Inc 22
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 22
Lombard Odier Asset Management (Europe) Ltd 22
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 22
Dynamic Technology Lab Pte Ltd 22
Oregon Public Employees Retirement Fund 22
Light Street Capital Management, Llc 22
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 22
Hanseatic Management Services Inc 22
Segantii Capital Management Ltd 22
Ameritas Investment Corp 22
Tarbox Family Office, Inc. 22
Venturi Wealth Management, LLC 22
Capula Management Ltd 22
Baillie Gifford & Co 22
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 22
Vanguard Explorer Fund 22
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 22
Erste Asset Management GmbH 22
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 22
Optiver Holding B.V. 22
Cowen Group, Inc. 22
Boston Private Wealth Llc 22
Cinctive Capital Management LP 22
Disciplined Investments, LLC 22
Thompson Siegel & Walmsley Llc 22
William Blair Investment Management, Llc 22
Northern Trust Co Of Connecticut 22
Private Wealth Management Group, LLC 22
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 22
Whittier Trust Co Of Nevada Inc 22
College Retirement Equities Fund 22
AE Wealth Management LLC 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
Lido Advisors, LLC 22
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 22
Sanctuary Advisors, LLC 21
Agf Investments Inc. 21
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 21
ArrowMark Colorado Holdings LLC 21
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 21
RWC Asset Management LLP 21
Mirabella Financial Services Llp 21
Paradigm Asset Management Co Llc 21
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 21
Corton Capital Inc. 21
Sandy Spring Bank 21
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 21
Harvest Management Llc 21
SkyView Investment Advisors, LLC 21
EBI - RBB Fund Trust - Longview Advantage ETF 21
Penn Capital Management Co Inc 21
Invenomic Capital Management LP 21
Money Concepts Capital Corp 21
Salem Investment Counselors Inc 21
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 21
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 21
ETRADE Capital Management LLC 21
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 21
Aristides Capital LLC 21
Fisher Asset Management, LLC 21
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 21
WFG Advisors, LP 21
Susquehanna Portfolio Strategies, LLC 21
Continuum Advisory, LLC 21
Edgestream Partners, L.P. 21
Mount Yale Investment Advisors, LLC 21
Treasurer of the State of North Carolina 21
Toth Financial Advisory Corp 21
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 21
Bancroft Fund Ltd 21
Guardian Wealth Advisors, LLC 21
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
FNY Partners Fund LP 21
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 21
Tiaa-cref Funds 21
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 21
DeepCurrents Investment Group LLC 21
Itau Unibanco Holding S.A. 21
Inceptionr Llc 21
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 21
Bogart Wealth, LLC 21
Ellsworth Growth & Income Fund Ltd 21
Cornerstone Advisors, Inc. 21
Basso Capital Management, L.p. 21
CWM Advisors, LLC 21
Tradewinds Capital Management, LLC 21
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 21
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 21
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 21
Sonora Investment Management, LLC 21
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 21
Edge Wealth Management LLC 21
Freestone Capital Holdings, LLC 21
Myriad Asset Management Ltd. 21
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 21
Sanctuary Wealth Advisors, LLC 21
Alpha DNA Investment Management LLC 21
VDAFX - VALIC Co I - Dynamic Allocation Fund 21
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 21
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 20
Gabelli Convertible & Income Securities Fund Inc 20
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 20
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 20
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 20
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 20
Echo Street Capital Management LLC 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 20
Visium Asset Management, LP 20
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 20
Gemmer Asset Management LLC 20
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 20
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 20
Rs Investment Management Co Llc 20
Clear Street Llc 20
Avion Wealth 20
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 20
Liberty Mutual Group Asset Management Inc. 20
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 20
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 20
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 20
Anson Funds Management LP 20
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 20
MERVX - MERGER FUND VL - The Merger Fund VL 20
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 20
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 20
BerganKDV Wealth Management, LLC 20
Gyon Technologies Capital Management, LP 20
Harbor Investment Advisory, Llc 20
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 20
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 20
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 20
Artemis Investment Management LLP 20
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 20
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 20
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 20
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 20
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 20
Meitav Dash Investments Ltd 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 20
WealthCollab, LLC 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 20
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 20
North Star Investment Management Corp. 20
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 20
Wexford Capital Lp 20
Sumitomo Mitsui DS Asset Management Company, Ltd 20
Standard Life Aberdeen plc 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
Csenge Advisory Group 20
Beryl Capital Management LLC 20
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 20
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 20
FourThought Financial, LLC 20
TIG Advisors, LLC 20
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 20
IHT Wealth Management, LLC 20
Great Lakes Advisors, Llc 20
Vantage Consulting Group Inc 20
Yousif Capital Management, Llc 20
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 20
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 20
Pitcairn Co 20
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 20
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 20
Centaurus Financial, Inc. 20
CenterStar Asset Management, LLC 20
NSGRX - Northern Funds - Northern Small Cap Core Fund 20
NOSGX - Northern Funds - Northern Small Cap Value Fund 20
Allianzgi Equity & Convertible Income Fund 20
Wedbush Securities Inc 20
Van Eck Associates Corp 20
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 20
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 20
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 20
Baystate Wealth Management LLC 20
Pathstone Holdings, LLC 19
Yakira Capital Management, Inc. 19
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 19
Numerai GP LLC 19
Westfield Capital Management Co Lp 19
Janus Capital Management Llc 19
Alpine Associates Management Inc. 19
Cetera Advisors LLC 19
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 19
Clinton Group Inc 19
Stanley-Laman Group, Ltd. 19
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 19
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 19
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 19
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 19
Passport Capital, LLC 19
Ibex Investors LLC 19
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 19
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 19
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 19
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 19
FineMark National Bank & Trust 19
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 19
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 19
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 19
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 19
Financial Management Professionals, Inc. 19
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 19
Empire Capital Management, L.L.C. 19
Stephens Consulting, LLC 19
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 19
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 19
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 19
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 19
Tiger Global Management Llc 19
Profunds - Profund Vp Oil & Gas 19
MUFG Securities EMEA plc 19
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 19
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 19
PENN SERIES FUNDS INC - International Equity Fund 19
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 19
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 19
Procyon Private Wealth Partners, LLC 19
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 19
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 19
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 19
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 19
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 19
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 19
Swedbank AB 19
Quent Capital, LLC 19
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 19
Allianzgi Diversified Income & Convertible Fund 19
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 19
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 19
Castleview Partners, Llc 19
IBM Retirement Fund 19
Belvedere Trading LLC 19
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 19
FinTrust Capital Advisors, LLC 19
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 19
Liontrust Investment Partners LLP 19
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 19
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 19
Activest Wealth Management 19
Rivernorth Opportunities Fund, Inc. 19
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 19
Crewe Advisors LLC 19
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 19
Shenkman Capital Management Inc 19
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 19
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 19
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 19
IWB - iSHARES TRUST - iShares Russell 1000 ETF 19
Golden State Wealth Management, LLC 19
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 19
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 19
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 19
Elequin Capital Lp 19
Kohlberg Kravis Roberts & Co. L.P. 18
Gladius Capital Management LP 18
MCF Advisors LLC 18
Cornerstone Planning Group LLC 18
CAPROCK Group, Inc. 18
Earnest Partners Llc 18
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 18
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 18
III Capital Management 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 18
Kore Private Wealth LLC 18
Vanguard Horizon Funds 18
Tcs Capital Management Llc 18
Regent Peak Wealth Advisors LLC 18
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 18
Neo Ivy Capital Management 18
Islet Management, LP 18
Avantax Advisory Services, Inc. 18
Ethic Inc. 18
Zions Bancorporation, N.A. 18
Pier Capital, LLC 18
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 18
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 18
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 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
Fort Baker Capital Management LP 18
Seacrest Wealth Management, Llc 18
Hemington Wealth Management 18
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 18
Northwest & Ethical Investments L.P. 18
Granahan Investment Management Inc/ma 18
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 18
GPS Wealth Strategies Group, LLC 18
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 18
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 18
Luxor Capital Group, LP 18
Veriti Management LLC 18
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 18
Tfs Capital Investment Trust 18
Carlson Capital L P 18
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 18
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 18
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 18
Prescott Group Capital Management, L.l.c. 18
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 18
Tradition Wealth Management, LLC 18
Hm Payson & Co 18
Advanced Series Trust - Ast Small-cap Value Portfolio 18
Folger Hill Asset Management LP 18
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 18
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 18
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 18
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 18
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 18
M&g Investment Management Ltd 18
RMB Capital Management, LLC 18
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 18
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 18
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 18
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 18
Voya Prime Rate Trust 18
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 18
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 18
Cantor Fitzgerald, L. P. 18
Intrinsic Edge Capital Management LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 18
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 18
Empowered Funds, LLC 18
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 18
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 18
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 18
Jacobi Capital Management LLC 18
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 18
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 18
Steward Financial Group LLC 18
Smith Asset Management Group Lp 18
BNP Paribas Investment Partners S.A. 18
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 18
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 18
USA Financial Portformulas Corp 18
Axiom International Investors Llc /de 18
Institutional & Family Asset Management, Llc 18
DiNuzzo Private Wealth, Inc. 18
E. Ohman J:or Asset Management AB 18
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 18
Integrated Quantitative Investments LLC 18
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 18
CVA Family Office, LLC 18
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 18
World Asset Management Inc 18
NewSquare Capital LLC 18
Mckinley Capital Management Llc /delaware 18
Cooper Creek Partners Management Llc 18
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 18
York Capital Management Global Advisors, LLC 18
Granite Investment Partners, LLC 18
HighVista Strategies LLC 18
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 18
Korea Investment CORP 18
Hudock, Inc. 18
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 18
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 18
BRYN MAWR TRUST Co 18
Koch Industries Inc 18
Jericho Capital Asset Management L.P. 18
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 18
Texas Permanent School Fund 18
LS Investment Advisors, LLC 18
Kayne Anderson Rudnick Investment Management Llc 17
Summit Partners Public Asset Management, Llc 17
DnB Asset Management AS 17
Vantagepoint Funds 17
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 17
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 17
Sargent Bickham Lagudis LLC 17
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 17
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 17
Samlyn Capital, Llc 17
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 17
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 17
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 17
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 17
Venture Visionary Partners LLC 17
Gdl Fund 17
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 17
Gardner Lewis Asset Management L P 17
United Capital Financial Advisers, Llc 17
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 17
People's United Financial, Inc. 17
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 17
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 17
GHP Investment Advisors, Inc. 17
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 17
Ontario Teachers Pension Plan Board 17
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 17
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 17
Hennion & Walsh Asset Management, Inc. 17
Coatue Management Llc 17
Meadow Creek Investment Management LLC 17
VCAAX - VALIC Co I - Asset Allocation Fund 17
Financial Gravity Companies, Inc. 17
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 17
EverPoint Asset Management, LLC 17
Calamos Wealth Management LLC 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 17
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 17
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 17
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 17
Delpha Capital Management, Llc 17
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 17
Insight Capital Research & Management Inc 17
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 17
Riverview Trust Co 17
S Squared Technology, LLC 17
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 17
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 17
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 17
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 17
Scotia Capital Inc. 17
Abound Wealth Management 17
Berkley W R Corp 17
Capital Analysts, Inc. 17
JNBA Financial Advisors 17
Longfellow Investment Management Co Llc 17
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 17
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 17
Discovery Capital Management, Llc / Ct 17
Rydex Etf Trust 17
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 17
CenterStar Fund, LLC 17
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 17
Acap Strategic Fund 17
Camden Asset Management L P /ca 17
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 17
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 17
Invictus RG Pte. Ltd. 17
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 17
Polar Capital Holdings Plc 17
Equitec Specialists, Llc 17
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 17
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 17
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 17
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 17
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 17
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 17
Cqs (us), Llc 17
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 17
AlphaOne Investment Services, LLC 17
Spring Creek Capital Llc 17
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 17
Bedel Financial Consulting, Inc. 17
McIlrath & Eck, LLC 17
Harvest Group Wealth Management, Llc 17
Westwood Holdings Group Inc 17
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 17
Clough Capital Partners L P 17
Independent Advisor Alliance 17
Ghisallo Capital Management LLC 17
Pendal Group Ltd 17
Veritable, L.P. 17
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 17
Advantage Advisers Xanthus Fund, L.l.c. 17
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 17
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 17
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 17
Phoenix Holdings Ltd. 17
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 17
Exane Derivatives 17
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 17
Banco Santander, S.A. 17
Lisanti Capital Growth, LLC 17
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 17
Coastal Investment Advisors, Inc. 17
BDO Wealth Advisors, LLC 17
Savant Capital, LLC 17
Banque Pictet & Cie Sa 17
Athos Capital Ltd 17
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 17
Louisiana State Employees Retirement System 17
First Horizon Corp 17
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 17
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 17
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 17
Johnson Financial Group, Inc. 17
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 17
Independent Portfolio Consultants, Inc. 17
Index Management Solutions, LLC 17
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 17
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 17
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 17
Relative Value Fund 17
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 17
Lee Financial Co 17
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 17
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 17
Turner Investments, L.p. 16
DLD Asset Management, LP 16
SOUTH STATE Corp 16
Brighton Jones Llc 16
Vivaldi Asset Management, LLC 16
Trustcore Financial Services, Llc 16
Gerber Kawasaki Wealth & Investment Management 16
Raymond James Trust N.a. 16
Stonebridge Capital Advisors LLC 16
Empyrean Capital Partners, LP 16
Andra AP-fonden 16
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 16
Lyon Street Capital, LLC 16
Glg Llc 16
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 16
Cary Street Partner Investment Advisory Llc 16
Valley National Advisers Inc 16
Mazama Capital Management Inc 16
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 16
AlphaMark Advisors, LLC 16
Commerzbank Aktiengesellschaft /fi 16
Hussman Strategic Advisors, Inc. 16
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 16
Hartford Mutual Funds Inc/ct 16
Avantax Planning Partners, Inc. 16
Cvi Holdings, Llc 16
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 16
Wall Street Associates 16
Flow Traders U.s. Llc 16
Friess Associates Llc 16
Karp Capital Management Corp 16
PenderFund Capital Management Ltd. 16
Omni Partners Llp 16
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 16
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 16
Saba Capital Management, L.P. 16
Moody National Bank Trust Division 16
VCGAX - VALIC Co I - Growth & Income Fund 16
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 16
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 16
Fosun International Ltd 16
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 16
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 16
DAVENPORT & Co LLC 16
Pier 88 Investment Partners Llc 16
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 16
Cornerstone Investment Partners, LLC 16
Humankind Benefit Corp - Humankind US Stock ETF 16
Virtus Investment Advisers, Inc. 16
Bare Financial Services, Inc 16
Gulf International Bank (UK) Ltd 16
Ropes Wealth Advisors Llc 16
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 16
Banco Bilbao Vizcaya Argentaria, S.a. 16
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 16
King Luther Capital Management Corp 16
CSat Investment Advisory, L.P. 16
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 16
Rise Advisors, LLC 16
Lenox Wealth Advisors, LLC 16
Lombard Odier Asset Management (Switzerland) SA 16
Moors & Cabot, Inc. 16
Cortina Asset Management, LLC 16
Harbour Capital Advisors, LLC 16
Bardin Hill Management Partners Lp 16
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 16
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16
361 Capital Llc 16
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 16
Wedge Capital Management L L P/nc 16
HighPoint Advisor Group LLC 16
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 16
Northwestern Mutual Investment Management Company, Llc 16
Formula Growth Ltd 16
MML Series Investment Fund II - MML Equity Rotation Fund Class II 16
Hawk Ridge Capital Management Lp 16
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 16
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 16
Covington Capital Management 16
Whale Rock Capital Management LLC 16
Retirement Systems of Alabama 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 16
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 16
Crosslink Capital Inc 16
Dana Investment Advisors, Inc. 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 16
BTG Pactual Global Asset Management Ltd 16
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 16
Carolinas Wealth Consulting Llc 16
Cable Hill Partners, LLC 16
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 16
Calamos Convertible Opportunities & Income Fund 16
Calamos Convertible & High Income Fund 16
Calamos Dynamic Convertible & Income Fund 16
Nbc Securities, Inc. 16
Warberg Asset Management LLC 16
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 16
Rice Hall James & Associates, Llc 16
Alera Investment Advisors, LLC 16
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 16
DC Investments Management, LLC 16
Tibra Equities Europe Ltd 16
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
Innealta Capital, Llc 16
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 15
Capital Guardian Trust Co 15
Municipal Employees' Retirement System of Michigan 15
Childress Capital Advisors, Llc 15
Entropy Technologies, LP 15
Oak Thistle LLC 15
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 15
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 15
Cordant, Inc. 15
S. Muoio & Co. Llc 15
Harvest Capital Strategies LLC 15
Capital Asset Advisory Services LLC 15
Farallon Capital Management Llc 15
NorthCoast Asset Management LLC 15
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 15
Mycio Wealth Partners, Llc 15
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 15
Miracle Mile Advisors, LLC 15
Carillon Tower Advisers, Inc. 15
B. Riley Financial, Inc. 15
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 15
Financial Advocates Investment Management 15
Falcon Point Capital, Llc 15
Jump Trading, LLC 15
NinePointTwo Capital 15
Mangrove Partners 15
Jaffetilchin Investment Partners, LLC 15
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 15
AllianzGI Artificial Intelligence & Technology Opportunities Fund 15
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 15
WPG Advisers, LLC 15
State Of Michigan Retirement System 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 15
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 15
Spot Trading L.l.c. 15
WASHINGTON TRUST Co 15
Advantage Investment Management, Llc 15
Cadian Capital Management, Lp 15
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 15
Highland Capital Management Lp 15
Dorsey Wright & Associates 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 15
J.w. Cole Advisors, Inc. 15
BBT Capital Management, LLC 15
Kb Financial Partners, Llc 15
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 15
River & Mercantile Asset Management Llp 15
Ritholtz Wealth Management 15
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 15
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 15
Baader Bank INC 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
Whitebox Advisors Llc 15
Boussard & Gavaudan Investment Management LLP 15
Contravisory Investment Management, Inc. 15
K.J. Harrison & Partners Inc 15
Twin Peaks Wealth Advisors, LLC 15
Wunderlich Securities, Inc. 15
683 Capital Management, LLC 15
VTL Associates, LLC 15
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 15
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 15
HGC Investment Management Inc. 15
Riverhead Capital Management Llc 15
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 15
Contour Asset Management LLC 15
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 15
Capital Impact Advisors, LLC 15
Icon Wealth Partners, LLC 15
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 15
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 15
Rational Advisors Llc 15
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 15
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 15
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 15
Chartwell Investment Partners, Llc 15
Voleon Capital Management Lp 15
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 15
Radcliffe Capital Management, L.P. 15
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15
Coppell Advisory Solutions LLC 15
Hancock Whitney Corp 15
Kovack Advisors, Inc. 15
Scientech Research LLC 15
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 15
Steelhead Partners Llc 15
Silvercrest Asset Management Group Llc 15
EMC Capital Management 15
James Investment Research Inc 15
tru Independence LLC 15
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 15
Global Financial Private Client, LLC 15
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 15
GV Financial Advisors 15
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 15
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 15
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 15
First Personal Financial Services 15
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 15
Vista Equity Partners Management, Llc 15
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 15
Total Clarity Wealth Management, Inc. 15
Timber Hill LLC 15
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 15
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 15
Governors Lane LP 15
Commonwealth Equity Services, Inc 15
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 15
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 15
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 15
JJJ Advisors Inc. 15
Wcm Investment Management, Llc 15
Whetstone Capital Advisors, LLC 15
Wealthfront Inc 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 15
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 15
Associated Banc-corp 15
Elkfork Partners LLC 15
Eaton Vance Ltd Duration Income Fund 15
Frontier Capital Management Co Llc 15
Fort Washington Investment Advisors Inc /oh/ 15
Azzad Asset Management Inc /adv 15
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 15
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 15
Cigna Investments Inc /new 15
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 15
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 15
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 15
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 14
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 14
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 14
Honeycomb Asset Management LP 14
Atlantic Trust, LLC 14
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 14
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 14
BFOR - ALPS ETF Trust - Barron's 400 ETF 14
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 14
First Eagle Investment Management, LLC 14
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 14
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 14
WealthTrust-Arizona, LLC 14
Old National Bancorp /in/ 14
Parisi Gray Wealth Management 14
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 14
Glen Eagle Advisors, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 14
Capstone Asset Management Co 14
Claris Advisors, Llc / Mo / 14
Burney Co/ 14
Apollon Wealth Management, LLC 14
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 14
Jump Trading, Llc 14
Raleigh Capital Management Inc. 14
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 14
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 14
Allstate Corp 14
Redwood Investments, LLC 14
Grandeur Peak Global Advisors, LLC 14
potrero capital research llc 14
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 14
Capital International Investors 14
Glen Harbor Capital Management LLC 14
Seizert Capital Partners, Llc 14
Balentine LLC 14
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 14
Dai-Ichi Life Insurance Company, Ltd 14
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 14
Analytic Investors, LLC 14
Tokio Marine Asset Management Co Ltd 14
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 14
Irish Life Investment Managers Ltd. 14
Brinker Capital Inc 14
Royal London Asset Management Ltd 14
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 14
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 14
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 14
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 14
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 14
Prestige Wealth Management Group LLC 14
Royce Value Trust Inc 14
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 14
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 14
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 14
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 14
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 14
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 14
Baldwin Brothers Inc/ma 14
NINE MASTS CAPITAL Ltd 14
HFM Investment Advisors, LLC 14
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 14
Atlas Capital Advisors Llc 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
Carmignac Gestion 14
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 14
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 14
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 14
Regal Investment Advisors LLC 14
Bruce G. Allen Investments, LLC 14
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 14
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 14
Quest Capital Management Inc /adv 14
Neuburgh Advisers LLC 14
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 14
Jackson Creek Investment Advisors LLC 14
Kestra Private Wealth Services, Llc 14
AGF Investments LLC 14
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 14
Atria Wealth Solutions, Inc. 14
Qtron Investments LLC 14
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 14
Central Asset Investments & Management Holdings (HK) Ltd 14
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 14
Cramer Rosenthal Mcglynn Llc 14
Wealthfront Advisers Llc 14
Perigon Wealth Management, LLC 14
QCM Cayman, Ltd. 14
TFC Financial Management 14
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 14
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 14
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 14
TRFM - ETF Series Solutions - AAM Transformers ETF 14
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 14
Paces Ferry Wealth Advisors, Llc 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 14
Advisors Preferred, LLC 14
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 14
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 14
IYW - iSHARES TRUST - iShares U.S. Technology ETF 14
First Allied Advisory Services, Inc. 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 14
Wetherby Asset Management Inc 14
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 14
MASTER BOND LLC - Master Total Return Portfolio 14
Trust Co Of Vermont 14
Graticule Asia Macro Advisors LLC 14
Teton Advisors, Inc. 14
Colony Group, LLC 14
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 14
Tiger Management L.l.c. 14
Stephens Investment Management Group LLC 14
STXK - EA Series Trust - Strive Small-Cap ETF 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 14
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 14
Eagle Bay Advisors LLC 14
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 14
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 14
Townsquare Capital Llc 14
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 14
Systematic Financial Management Lp 14
First New York Securities Llc /ny 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
Checchi Capital Advisers, LLC 14
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 14
Alta Park Capital, LP 14
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 14
VCSTX - VALIC Co I - Science & Technology Fund 14
Kerrisdale Advisers, LLC 14
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 14
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 14
Cowen Prime Services LLC 14
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 14
P Schoenfeld Asset Management Lp 14
Highland Capital Management Fund Advisors, L.p. 14
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 14
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 14
Antara Capital LP 14
EP Wealth Advisors, Inc. 14
Perpetual Ltd 14
Fortaleza Asset Management Inc/ 13
Parkworth Wealth Management, Inc. 13
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 13
Rialto Wealth Management, LLC 13
Westside Investment Management, Inc. 13
StoneX Group Inc. 13
Parkwood LLC 13
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 13
Chicago Partners Investment Group LLC 13
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 13
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 13
Bb&t Investment Services, Inc. 13
Advisor Resource Council 13
Timpani Capital Management LLC 13
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 13
Bbva Usa 13
Qs Batterymarch Financial Management, Inc 13
BlueCrest Capital Management LLP 13
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 13
Claymore Exchange-traded Fund Trust 13
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 13
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 13
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 13
Moody Aldrich Partners Llc 13
Hood River Capital Management LLC 13
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 13
VCSMX - VALIC Co I - Small Cap Fund 13
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 13
Tiverton Asset Management Llc 13
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 13
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 13
CastleKnight Management LP 13
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 13
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 13
BIT Capital GmbH 13
Silphium Asset Management Ltd 13
Thrax Management, LLC 13
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 13
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 13
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 13
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 13
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 13
Deltec Asset Management Llc 13
Strategic Investment Management, Llc 13
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 13
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 13
Hatteras Funds, LLC 13
Shine Investment Advisory Services Inc 13
Atika Capital Management LLC 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
Signet Financial Management, Llc 13
Brandywine Global Investment Management, LLC 13
Colony Group Llc 13
Zazove Associates Llc 13
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 13
Tortoise Investment Management, LLC 13
Anchor Investment Management, LLC 13
Nokota Management, LP 13
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 13
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 13
Angelo Gordon & Co., L.p. 13
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 13
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 13
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 13
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 13
Wilbanks Smith & Thomas Asset Management Llc 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 13
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 13
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 13
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 13
BI Asset Management Fondsmaeglerselskab A/S 13
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 13
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 13
Rothschild Asset Management Inc 13
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 13
Hound Partners, LLC 13
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 13
National Planning Corp 13
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 13
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 13
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 13
Hilltop Holdings Inc. 13
Matarin Capital Management, LLC 13
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 13
Legacy Financial Advisors, Inc. 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
San Francisco Sentry Investment Group (ca) 13
Zweig-DiMenna Associates LLC 13
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 13
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 13
272 Capital LP 13
Alphasimplex Group, Llc 13
Glenmede Investment Management, LP 13
Vise Technologies, Inc. 13
Sound Income Strategies, LLC 13
Montag A & Associates Inc 13
Bulldog Investors, LLP 13
Strategic Wealth Partners, Ltd. 13
Havens Advisors Llc 13
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 13
Denver Investment Advisors Llc 13
Dorsal Capital Management, LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 13
Krane Funds Advisors LLC 13
EAM Global Investors LLC 13
Mv Capital Management, Inc. 13
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 13
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 13
Zebra Capital Management LLC 13
Column Capital Advisors, LLC 13
1492 Capital Management LLC 13
Bay Harbor Wealth Management, LLC 13
Kiwi Wealth Investments Limited Partnership 13
Ossiam 13
Opti Capital Management, Lp 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
Herald Investment Management Ltd 13
Rotella Capital Management, Inc. 13
Tuscan Ridge Asset Management Llc 13
ORG Partners LLC 13
Machina Capital S.a.s. 13
Moneta Group Investment Advisors Llc 13
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 13
CQS Cayman LP 13
Cookson Peirce & Co Inc 13
Livforsakringsbolaget Skandia, Omsesidigt 13
Motley Fool Asset Management LLC 13
Delta Asset Management Llc/tn 13
Koshinski Asset Management, Inc. 13
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 13
Alpha Windward Llc 13
Ramius Advisors Llc 13
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 13
Bank Julius Baer & Co. Ltd, Zurich 13
Eudaimonia Partners, LLC 13
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 13
Precept Management LLC 13
Silverback Asset Management Llc 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
Tyers Asset Management LLC 13
Brant Point Investment Management Llc 13
John Hancock Funds II - Science & Technology Fund Class NAV 13
Flinton Capital Management LLC 13
Sachetta, LLC 13
First Capital Advisors Group, LLC. 13
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 12
Trellus Management Company, LLC 12
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 12
First Midwest Bank Trust Division 12
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 12
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 12
Armistice Capital, Llc 12
Integre Asset Management, LLC 12
Highland Capital Management, Llc 12
Clark Capital Management Group, Inc. 12
Truewealth Llc 12
Melqart Asset Management (uk) Ltd 12
Kula Investments, LLC 12
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 12
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 12
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 12
Boardman Bay Capital Management Llc 12
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 12
Beacon Capital Management, LLC 12
GLG Partners LP 12
Balter Liquid Alternatives, LLC 12
PointState Capital LP 12
Placemark Investments, Inc. 12
Harbourvest Partners Llc 12
Everence Capital Management Inc 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 12
Shepherd Kaplan Krochuk, Llc 12
Cavalier Investments, LLC 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
O'Shares Investment Advisers, LLC 12
Global Wealth Management Investment Advisory, Inc. 12
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 12
Millrace Asset Group, Inc. 12
Winton Diversified Opportunities Fund 12
Tucker Asset Management Llc 12
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 12
Marathon Trading Investment Management LLC 12
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 12
Center for Financial Planning, Inc. 12
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF 12
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 12
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 12
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 12
Meritage Portfolio Management 12
Integrated Investment Consultants, LLC 12
Cornerstone Wealth Management, LLC 12
Eaton Vance Senior Floating Rate Trust 12
Wealthspire Advisors, LLC 12
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 12
Gagnon Securities Llc 12
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio 12
Espalier Global Management LLC 12
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 12
Eaton Vance Short Duration Diversified Income Fund 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 12
BlueMar Capital Management, LLC 12
Private Advisors, LLC 12
Bloom Tree Partners, Llc 12
Interchange Capital Partners, LLC 12
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 12
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 12
New York Life Investments Alternatives 12
Financial Perspectives, Inc 12
Alight Capital Management LP 12
Kcl Capital, L.p. 12
Osterweis Capital Management Inc 12
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 12
Interval Partners, LP 12
VVSCX - VALIC Co I - Small Cap Value Fund 12
Eaton Vance Floating-rate Income Trust 12
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 12
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 12
Spearhead Capital Advisors, Llc 12
Liberty Wealth Management Llc 12
Wealthcare Capital Management Llc 12
Tsfg, Llc 12
BBVA USA Bancshares, Inc. 12
Janney Capital Management LLC 12
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 12
Exos Asset Management LLC 12
AO Asset Management, LLC 12
Tlp Group Llc 12
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 12
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 12
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 12
Hunt Lane Capital LP 12
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 12
Junto Capital Management LP 12
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 12
Oakbrook Investments Llc 12
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
QCVAX - Clearwater Investment Trust - Clearwater International Fund 12
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 12
Krilogy Financial LLC 12
Sheets Smith Wealth Management 12
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 12
Regentatlantic Capital Llc 12
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 12
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 12
First Foundation Advisors 12
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 12
Pinnacle Bancorp, Inc. 12
Zeke Capital Advisors, Llc 12
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 12
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 12
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 12
Foundry Partners, LLC 12
JS Capital Management LLC 12
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 12
Eaton Vance Senior Income Trust 12
Dynamic Advisor Solutions LLC 12
Mendota Financial Group, LLC 12
Ashton Thomas Private Wealth, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 12
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 12
Cerebellum GP, LLC 12
Bp Plc 12
Tairen Capital Ltd 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 12
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 12
Societe Generale 12
GW&K Investment Management, LLC 12
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 12
Coronation Fund Managers Ltd. 12
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 12
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 12
Cheyne Capital Management (UK) LLP 12
Hartford Series Fund Inc 12
Beck Bode, LLC 12
Riggs Asset Managment Co. Inc. 12
Tfo-tdc, Llc 12
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 12
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 12
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 12
Banco BTG Pactual S.A. 12
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 12
Intellectus Partners, LLC 12
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 12
Allianzgi Convertible & Income Fund 12
Paradigm Capital Management Inc/ny 12
Allianzgi Convertible & Income Fund Ii 12
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 12
MQS Management LLC 12
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 12
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 12
Capital Investment Advisory Services, LLC 12
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 12
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 12
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 12
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 12
B. Metzler seel. Sohn & Co. AG 12
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 12
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 12
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 12
Marcum Wealth, LLC 12
CX Institutional 12
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 12
EHLS - Tidal Trust II - Even Herd Long Short ETF 12
Old Mutual Customised Solutions (proprietary) Ltd 12
Kestra Investment Management, LLC 12
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 12
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 12
Change Path, LLC 12
Credential Qtrade Securities Inc. 12
Elo Mutual Pension Insurance Co 12
Greenleaf Trust 12
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 12
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 12
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 12
Agf Management Ltd 12
AIA Group Ltd 12
Owl Creek Asset Management, L.P. 12
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 12
T. Rowe Price Investment Management, Inc. 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 12
Evolution Wealth Advisors, LLC 12
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 12
Allred Capital Management, LLC 12
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 12
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 12
Beacon Pointe Advisors, LLC 12
Enlightenment Research, LLC 12
Fjarde Ap-fonden /fourth Swedish National Pension Fund 12
Founders Financial Alliance, LLC 12
Avestar Capital, LLC 12
LRI Investments, LLC 12
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 12
Telemetry Investments, L.L.C. 12
Evercore Wealth Management, LLC 12
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 12
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 12
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 12
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 11
Advanced Series Trust - Ast Mid-cap Growth Portfolio 11
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 11
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 11
Twin Capital Management Inc 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 11
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 11
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 11
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 11
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 11
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 11
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 11
Park Avenue Securities Llc 11
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 11
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 11
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 11
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 11
BlackRock Credit Strategies Fund 11
BlackRock Science & Technology Trust II 11
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 11
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 11
Columbia Wanger Asset Management Llc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 11
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 11
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 11
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 11
BW Gestao de Investimentos Ltda. 11
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 11
Fortress Investment Group LLC 11
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 11
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 11
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 11
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 11
Bartlett & Co. Wealth Management Llc 11
Geneva Advisors, LLC 11
Washington Capital Management Inc 11
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 11
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 11
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 11
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 11
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 11
Scout Investments, Inc. 11
Plato Investment Management Ltd 11
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 11
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 11
Bartlett & Co. LLC 11
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 11
Frazier Financial Advisors, LLC 11
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 11
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 11
AMCPX - AMCAP FUND - AMCAP FUND Class A 11
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
Waratah Capital Advisors Ltd. 11
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
Bourgeon Capital Management Llc 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
VCBCX - VALIC Co I - Blue Chip Growth Fund 11
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 11
Berylson Capital Partners, Llc 11
Endurance Wealth Management, Inc. 11
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 11
Boston Advisors Llc 11
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 11
L & S Advisors Inc 11
Annis Gardner Whiting Capital Advisors, LLC 11
Magee Thomson Investment Partners Llc 11
Avalon Advisors, Llc 11
Kellner Capital, LLC 11
UniSuper Management Pty Ltd 11
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 11
Tygh Capital Management, Inc. 11
Gupta Wealth Management LLC 11
EJF Capital LLC 11
Cherry Tree Wealth Management, LLC 11
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 11
Steadfast Capital Management Lp 11
Sylebra Capital Ltd 11
Sageworth Trust Co 11
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 11
West Oak Capital, LLC 11
Hollencrest Capital Management 11
Crow Point Partners, LLC 11
Tobam 11
Logan Capital Management Inc 11
Oversea-Chinese Banking CORP Ltd 11
Qsemble Capital Management, LP 11
PharVision Advisers, LLC 11
Van Hulzen Asset Management, LLC 11
National Pension Service 11
Usca Ria Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 11
Banque Transatlantique SA 11
Vanguard Whitehall Funds 11
SQN Investors LP 11
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
WealthPLAN Partners, LLC 11
TRUE Private Wealth Advisors 11
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 11
Grove Bank & Trust 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 11
Gideon Capital Advisors, Inc. 11
Arete Wealth Advisors, LLC 11
Meru Capital Group, LP 11
Householder Group Estate & Retirement Specialist, LLC 11
Financial Counselors Inc 11
Zions Bancorporation 11
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 11
Polymer Capital Management (US) LLC 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
Divisadero Street Capital Management, LP 11
Garelick Capital Partners, LP 11
Delphia (USA) Inc. 11
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 11
Cantab Capital Partners LLP 11
Baird Robert W & Co Inc /wi/ 11
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 11
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 11
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 11
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 11
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 11
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 11
DGS Capital Management, LLC 11
Corient Capital Partners, LLC 11
Simon Quick Advisors, Llc 11
EVNT - AltShares Trust - AltShares Event-Driven ETF 11
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 11
ARK Investment Management LLC 11
Oribel Capital Management, LP 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
Engle Capital Management, L.P. 11
Fortis Advisors, LLC 11
Ayrton Capital LLC 11
SpiderRock Advisors, LLC 11
Capital Bank & Trust Co 11
Donoghue Forlines LLC 11
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 11
Front Row Advisors LLC 11
Heritage Wealth Management, Llc 11
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 11
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 11
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 11
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 11
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 11
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 11
Castle Creek Arbitrage, LLC 11
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 11
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 11
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
Blackrock Debt Strategies Fund, Inc. 11
NewEdge Wealth, LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 11
Eaton Vance Floating-rate 2022 Target Term Trust 11
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 11
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 11
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 11
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 11
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 11
Encompass Wealth Advisors, Llc 11
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 11
B. Metzler seel. Sohn & Co. Holding AG 11
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 11
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 11
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 11
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 11
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 11
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 11
Standard Family Office LLC 11
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 11
Altfest L J & Co Inc 11
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 11
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 11
Berry Street Capital Management LLP 11
Sandler Capital Management 11
Mach-1 Financial Group, Inc. 11
Privium Fund Management (UK) Ltd 11
Calamos Strategic Total Return Fund 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 11
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 11
Fir Tree Capital Management Lp 11
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 11
Wolff Wiese Magana Llc 11
BlackRock ETF Trust - BlackRock Future Tech ETF 11
Caxton Associates Llp 11
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 11
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 11
Lake Street Advisors Group, Llc 11
One Wealth Advisors, LLC 11
Ten Capital Wealth Advisors, LLC 11
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 11
Nvwm, Llc 11
CLARET ASSET MANAGEMENT Corp 11
Selective Wealth Management, Inc. 11
Jacob Asset Management Of New York Llc 11
Atlas Private Wealth Advisors 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 11
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 11
Maytus Capital Management, LLC 11
Argent Capital Management Llc 11
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 11
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 11
HHM Wealth Advisors, LLC 11
Nishkama Capital, LLC 11
Ostrum Asset Management 11
Wealthbridge Capital Management, Llc 11
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 11
Shelton Capital Management 11
Cupps Capital Management, LLC 11
Benjamin Edwards Inc 11
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 11
SummitTX Capital, L.P. 11
AIEQ - ETF Managers Trust - AI Powered Equity ETF 11
Campbell Multi-strategy Trust 11
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 11
Rsm Us Wealth Management Llc 11
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 11
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 11
Securian Asset Management, Inc 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 11
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 11
HighMark Wealth Management LLC 11
Verus Capital Partners, Llc 11
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 11
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 11
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 11
Oppenheimer Etf Trust 10
Scoggin Management Lp 10
Verdence Capital Advisors LLC 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 10
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 10
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 10
Bleakley Financial Group, LLC 10
Ziegler Capital Management, LLC 10
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 10
Connor Clark & Lunn Investment Management Ltd 10
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 10
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 10
ROM - PROSHARES TRUST - ProShares Ultra Technology 10
Richardson Financial Services Inc. 10
Chimera Capital Management LLC 10
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 10
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 10
GeoWealth Management, LLC 10
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 10
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 10
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 10
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio 10
WealthStone, Inc. 10
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 10
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 10
Next Financial Holdings 10
First Citizens Bank & Trust Co 10
Flossbach Von Storch Ag 10
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 10
Horizon Investments, LLC 10
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 10
Washington Trust Advisors, Inc. 10
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 10
Ingalls & Snyder Llc 10
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 10
USS Investment Management Ltd 10
Forward Management, LLC 10
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 10
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 10
Sona Asset Management (us) Llc 10
Executive Wealth Management, LLC 10
Manchester Financial Inc 10
Claro Advisors LLC 10
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 10
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 10
Strategic Blueprint, LLC 10
Harvest Investment Services, LLC 10
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 10
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 10
EULAV Asset Management 10
Brown Advisory Securities, LLC 10
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 10
Pnc Funds 10
SG Capital Management LLC 10
Merit Financial Group, LLC 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 10
Rainier Investment Management Llc 10
Fort, L.p. 10
Ballentine Partners, LLC 10
NJ State Employees Deferred Compensation Plan 10
Wesbanco Bank Inc 10
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 10
General Motors Investment Management Corp 10
Hitchwood Capital Management LP 10
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 10
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 10
Dragoneer Investment Group, LLC 10
West Paces Advisors Inc. 10
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 10
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 10
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 10
Royce Micro-cap Trust, Inc /md/ 10
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 10
Barometer Capital Management Inc. 10
Special Opportunities Fund, Inc. 10
Corsair Capital Management, L.p. 10
Retirement Group, LLC 10
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 10
Rakuten Securities, Inc. 10
Sit Investment Associates Inc 10
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 10
Bradley Foster & Sargent Inc/ct 10
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
Advanced Series Trust - Ast Advanced Strategies Portfolio 10
Murchinson Ltd. 10
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
Kemnay Advisory Services Inc. 10
Santa Fe Partners LLC 10
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 10
Delta Lloyd Nv 10
Tru Independence Asset Management 2, Llc 10
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 10
SOA Wealth Advisors, LLC. 10
Southpoint Capital Advisors LP 10
111 Capital 10
SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares 10
Wealth Alliance 10
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 10
Lucus Advisors Llc 10
Wagner Wealth Management, Llc 10
Horrell Capital Management, Inc. 10
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 10
Perkins Capital Management Inc 10
Qrg Capital Management, Inc. 10
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 10
Kings Point Capital Management 10
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 10
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 10
New Mexico Educational Retirement Board 10
U S Global Investors Inc 10
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 10
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 10
Nuveen Core Equity Alpha Fund 10
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 10
Monarch Partners Asset Management LLC 10
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 10
Manatuck Hill Partners, LLC 10
SYSTM Wealth Solutions LLC 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
Champlain Investment Partners, LLC 10
Lmcg Investments, Llc 10
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 10
Knightsbridge Asset Management, Llc 10
Kilter Group LLC 10
I.g. Investment Management, Ltd. 10
Capitolis Advisors LLC 10
Natixis Investment Managers International 10
Needham Investment Management Llc 10
Nicholas Company, Inc. 10
Pallas Capital Advisors LLC 10
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 10
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 10
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 10
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 10
Forum Funds 10
Transamerica Financial Advisors, Inc. 10
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 10
Integrated Wealth Concepts LLC 10
Blackrock Ltd Duration Income Trust 10
Key FInancial Inc 10
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 10
Motco 10
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 10
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 10
Voya Senior Income Fund 10
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 10
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 10
Sierra Capital LLC 10
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 10
Blue Rock Advisors, LLC 10
TCTC Holdings, LLC 10
New England Securities Corp /MA/ 10
Oasis Management Co Ltd. 10
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 10
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 10
Tradeworx Inc. 10
Kingdon Capital Management, L.l.c. 10
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 10
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 10
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 10
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 10
Nikko Asset Management Americas, Inc. 10
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 10
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 10
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 10
Woodmont Investment Counsel Llc 10
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 10
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 10
Profunds - Profund Vp Technology 10
Zimmer Partners, LP 10
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 10
Beaird Harris Wealth Management, LLC 10
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 10
Fortitude Advisory Group L.L.C. 10
Raging Capital Management, LLC 10
Park Square Financial Group, LLC 10
Icon Advisers Inc/co 10
Delos Wealth Advisors, LLC 10
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 10
Legacy Advisors, LLC 10
Renaissance Group Llc 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 10
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 10
Bollard Group LLC 10
Bayforest Capital Ltd 10
Archon Capital Management LLC 10
Fulcrum Asset Management LLP 10
P.a.w. Capital Corp 10
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 10
Verde Servicos Internacionais S.A. 10
Epoch Investment Partners, Inc. 10
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 10
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 10
Schonfeld Group Holdings LLC 10
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 10
YorkBridge Wealth Partners, LLC 10
Ausdal Financial Partners, Inc. 10
Jag Capital Management, Llc 10
Reynolds Capital Management Llc 10
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 10
Ursa Fund Management, LLC 10
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 10
Capital International Inc /ca/ 10
Webster Bank, N. A. 10
Psagot Investment House Ltd. 10
Worth Venture Partners, LLC 10
Crawford Lake Capital Management, LLC 10
Nachman Norwood & Parrott, Inc 10
V Wealth Advisors LLC 10
Bck Capital Management Lp 10
Smith Group Asset Management, LLC 10
Telemus Capital, Llc 10
Level Four Advisory Services, Llc 10
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 10
Point72 Europe (London) LLP 10
Eventide Asset Management, Llc 10
Skaana Management L.P. 10
Virtus Alternative Investment Advisers, Inc. 10
Clean Yield Group 10
Redwood Wealth Management Group, LLC 10
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 10
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 10
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 10
Karpus Management, Inc. 10
Sanders Morris Harris Llc 10
Syquant Capital Sas 10
Ninety One UK Ltd 10
Integrated Wealth Management 10
Mirador Capital Partners LP 10
One68 Global Capital, LLC 10
Peregrine Capital Management Llc 10
First Interstate Bank 10
Platinum Investment Management Ltd 10
Transce3nd, LLC 10
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 10
Desjardins Global Asset Management Inc. 10
Financial Enhancement Group LLC 10
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 10
West Tower Group, LLC 10
Temasek Holdings (Private) Ltd 10
Copper Rock Capital Partners, LLC 10
ACG Wealth 10
Jackson Square Partners, LLC 10
Jeneq Management, LP 10
Personal Capital Advisors Corp 9
Kovitz Investment Group Partners, LLC 9
Trust Department Mb Financial Bank N A 9
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 9
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 9
Dai-ichi Life Holdings, Inc. 9
Perella Weinberg Partners Capital Management LP 9
Denali Advisors Llc 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 9
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 9
Vivaldi Capital Management, LLC 9
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 9
Tyler-Stone Wealth Management 9
Better Money Decisions, LLC 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
Knights of Columbus Asset Advisors LLC 9
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 9
Barrett Asset Management, LLC 9
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 9
CenturyLink Investment Management Co 9
Rathbone Brothers plc 9
Forum Financial Management, LP 9
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 9
Conning Inc. 9
Matthews International Capital Management Llc 9
Anchor Capital Advisors Llc 9
QVT Financial LP 9
Groupama Asset Managment 9
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 9
Calvert Investment Management, Inc. 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 9
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 9
Connective Capital Management, LLC 9
Sunriver Management LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 9
Leuthold Group, Llc 9
SevenBridge Financial Group, LLC 9
Df Dent & Co Inc 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 9
Fernwood Investment Management, LLC 9
Nemes Rush Group LLC 9
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 9
Kingsview Wealth Management, LLC 9
Transcend Wealth Collective, Llc 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
Hodges Capital Management Inc. 9
Annapolis Financial Services, LLC 9
Haafor (Singapore) Pte. Ltd. 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Savior LLC 9
Partners Group Holding AG 9
Cassady Schiller Wealth Management, LLC 9
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 9
Amplius Wealth Advisors, LLC 9
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 9
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF 9
Kapitalo Investimentos Ltda 9
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 9
Crestwood Capital Management, L.P. 9
PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A 9
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 9
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF 9
Blackrock Floating Rate Income Strategies Fund, Inc. 9
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 9
Cowen Investment Management LLC 9
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 9
Jackson Square Capital, Llc 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
Boston Private Bank & Trust Co 9
Amerivest Investment Management LLC 9
Archford Capital Strategies, LLC 9
Pinnacle Associates Ltd 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 9
PRW Wealth Management LLC 9
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 9
Ashton Thomas Securities, Llc 9
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 9
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
Bellwether Advisors, LLC 9
Weaver Consulting Group 9
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
Vestmark Advisory Solutions, Inc. 9
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 9
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 9
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 9
Comerica Securities,inc. 9
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 9
Arlington Trust Co LLC 9
Cape Investment Advisory, Inc. 9
Keel Point, LLC 9
Rock Creek Group, LP 9
Metis Global Partners, LLC 9
Washington Trust Bank 9
STXG - EA Series Trust - Strive 1000 Growth ETF 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
Polaris Wealth Advisory Group, LLC 9
Roubaix Capital, LLC 9
R&F Capital Advisors LP 9
Hanson & Doremus Investment Management 9
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 9
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 9
Hatteras Alternative Mutual Funds, LLC 9
Resona Asset Management Co.,Ltd. 9
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 9
Country Trust Bank 9
Cohen Capital Management, Inc. 9
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 9
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 9
Capital Advisory Group Advisory Services, LLC 9
Aequim Alternative Investments LP 9
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 9
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
Century Capital Management, LLC 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 9
Resolute Advisors LLC 9
CWA Asset Management Group, LLC 9
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 9
Criterion Capital Management Llc 9
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 9
Engrave Wealth Partners LLC 9
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 9
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 9
Aberdeen Asset Management Plc/uk 9
AdvisorShares Investments LLC 9
Capital One, National Association 9
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 9
HB Wealth Management, LLC 9
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Investors Research Corp 9
Tremblant Capital Group 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 9
Eminence Capital, Lp 9
Maso Capital Partners Ltd 9
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 9
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 9
Claraphi Advisory Network, LLC 9
EVR Research LP 9
Cannell Capital Llc 9
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 9
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 9
PACIFIC SELECT FUND - Technology Portfolio Class I 9
Eaton Vance Floating-rate Income Plus Fund 9
E Fund Management Co., Ltd. 9
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 9
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 9
New Age Alpha Advisors, LLC 9
Atlantic Union Bankshares Corp 9
Virtus ETF Advisers LLC 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 9
Pembroke Management, LTD 9
Carolina Wealth Advisors, LLC 9
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 9
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 9
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 9
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 9
Shapiro Robert N 9
Jabre Capital Partners S.A. 9
CHURCHILL MANAGEMENT Corp 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
TrimTabs Asset Management, LLC 9
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 9
Albion Financial Group /ut 9
Adviser Investments LLC 9
Wealthsource Partners, Llc 9
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 9
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 9
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 9
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 9
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 9
SpiderRock Trading LLC 9
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 9
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 9
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 9
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 9
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 9
Blackrock Floating Rate Income Trust 9
Nissay Asset Management Corp /japan/ /adv 9
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 9
Whipplewood Advisors, LLC 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 9
Prana Capital Management, LP 9
Carmichael Hill & Associates, Inc. 9
Park Place Capital Corp 9
Lighthouse Investment Partners, LLC 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
Arlington Partners LLC 9
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 9
Gluskin Sheff & Assoc Inc 9
Evergreen Capital Management Llc 9
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 9
Lecap Asset Management Ltd 9
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 9
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 9
Jet Capital Investors L P 9
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 9
Nelson Capital Management, LLC 9
Bienville Capital Management, LLC 9
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 9
Thomas White International Ltd 9
Cribstone Capital Management, LLC 9
Harber Asset Management Llc 9
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 9
Mosaic Family Wealth, LLC 9
Sage Rock Capital Management LP 9
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 9
Davy Global Fund Management Ltd 9
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 9
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 9
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 9
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 9
Cornerstone Advisory, LLC 9
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 9
Kessler Investment Group, LLC 9
Squar Milner Financial Services Llc 9
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 9
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 9
Eisler Capital (UK) Ltd. 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
Jat Capital Management, L.p. 9
Sugarloaf Wealth Management, LLC 9
Westerly Capital Management, Llc 9
Avidian Wealth Solutions, LLC 9
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 9
Lakewood Capital Management, Lp 9
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A 9
MPS Loria Financial Planners, LLC 9
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 9
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 9
Prime Capital Investment Advisors, LLC 9
Franklin Street Advisors Inc /nc 9
Stonebridge Financial Group, LLC 9
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 9
Columbia Partners L L C Investment Management 9
Pin Oak Investment Advisors Inc 9
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 9
Congress Asset Management Co /ma 9
Rockbridge Investment Management, LCC 9
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 9
Harwood Advisory Group, LLC 9
Vigilant Capital Management, LLC 9
Piermont Capital Management LLC 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
Columbia Seligman Premium Technology Growth Fund, Inc. 9
Redwood Investment Management, Llc 9
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 9
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 9
Lapides Asset Management, LLC 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 9
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 9
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 9
Dsm Capital Partners Llc 9
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 9
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 9
IWFH - iSHARES TRUST - iShares Virtual Work and Life Multisector ETF 9
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 9
Accurate Wealth Management, LLC 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
Prosperity Wealth Management, Inc. 9
First Pacific Advisors, LP 9
Private Wealth Asset Management, LLC 9
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 9
Advisory Alpha, LLC 9
Impax Asset Management Group plc 9
Freestone Grove Partners LP 9
Bfsg, Llc 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
TD Capital Management LLC 9
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 9
Redpoint Investment Management Pty Ltd 8
Kepos Capital LP 8
Calton & Associates, Inc. 8
Aperture Investors, LLC 8
Signition Lp 8
Clearview Wealth Advisors LLC 8
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 8
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 8
Omni Event Management Ltd 8
Marsico Capital Management Llc 8
Foxhaven Asset Management, LP 8
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 8
RiverPark Advisors, LLC 8
SVPIX - Profunds - Small-cap Value Profund Investor Class 8
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 8
Skye Global Management LP 8
North Fourth Asset Management, LP 8
Sphera Funds Management Ltd. 8
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 8
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 8
Provenire Capital, LLC 8
Thames Capital Management Llc 8
Your Advocates Ltd., LLP 8
Curian Capital Llc 8
Oak Associates Ltd /oh/ 8
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 8
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 8
Pfs Investments Inc. 8
New Jersey Better Educational Savings Trust 8
Colonial Trust Co / SC 8
Bnc Wealth Management, Llc 8
Cna Financial Corp 8
Dodge & Cox 8
Stifel Nicolaus & Co Inc \mo\ 8
WealthTrak Capital Management LLC 8
Engine Capital Management, LP 8
Axiom Investment Management LLC 8
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 8
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity 8
Suffolk Capital Management Llc 8
Cahill Financial Advisors Inc 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
Highlander Capital Management, LLC 8
Silvant Capital Management LLC 8
Senvest Management, LLC 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
Warren Averett Asset Management, LLC 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
Tuttle Tactical Management LLC 8
Cambridge Trust Co 8
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 8
Minichmacgregor Wealth Management, Llc 8
Knight Capital Group, Inc. 8
Cannell Peter B & Co Inc 8
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8
VCULX - VALIC Co I - Growth Fund 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
Worldquant Millennium Advisors Llc 8
Foundations Investment Advisors, LLC 8
AWM Investment Company, Inc. 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
M&r Capital Management Inc 8
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 8
Kavar Capital Partners, LLC 8
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 8
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
RBB FUND, INC. - Aquarius International Fund 8
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 8
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 8
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 8
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 8
Americana Partners, LLC 8
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 8
Blume Capital Management, Inc. 8
Sequoia Financial Advisors, LLC 8
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 8
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 8
Laurel Wealth Advisors LLC 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
Arabesque Asset Management Ltd 8
Leonard Green & Partners, L.P. 8
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 8
Altimeter Capital Management, LP 8
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 8
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 8
Parian Global Management LP 8
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 8
Prospect Capital Advisors, LLC 8
Kavi Asset Management, LP 8
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 8
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 8
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 8
Aspire Private Capital, LLC 8
H2o Am Llp 8
Hallmark Capital Management Inc 8
Johnson Investment Counsel Inc 8
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 8
Cypress Capital Management LLC (WY) 8
Lake Point Wealth Management 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 8
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 8
Legacy Wealth Managment, LLC/ID 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
Sawgrass Asset Management Llc 8
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 8
Easterly Investment Partners Llc 8
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 8
Arcadia Investment Management Corp/mi 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
Railway Pension Investments Ltd 8
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 8
Horizon Kinetics Asset Management Llc 8
Bbr Partners, Llc 8
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 8
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
Arden Trust Co 8
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 8
Philadelphia Financial Management of San Francisco, LLC 8
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 8
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 8
Stonehage Fleming Financial Services Holdings Ltd 8
Destination Wealth Management 8
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 8
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 8
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 8
Manning & Napier Advisors Llc 8
Fieldview Capital Management, LLC 8
Lenox Wealth Management, Inc. 8
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 8
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 8
Confluence Wealth Services, Inc. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 8
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 8
Spouting Rock Asset Management, LLC 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 8
E Fund Management (Hong Kong) Co., Ltd. 8
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 8
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
Royal Fund Management, LLC 8
Difesa Capital Management, Lp 8
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 8
Alpine Woods Capital Investors, Llc 8
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 8
Girard Partners Ltd. 8
Legg Mason Investment Counsel, LLC 8
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 8
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 8
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 8
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 8
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 8
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 8
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 8
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 8
Pittenger & Anderson Inc 8
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 8
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 8
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 8
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 8
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 8
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 8
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 8
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 8
Voya Financial Advisors, Inc. 8
Nwam Llc 8
Telluride Asset Management LLC 8
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 8
Chicago Capital Management, LLC 8
Fulton Bank, N.a. 8
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 8
Mohican Financial Management, LLC 8
Tredje AP-fonden 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
Patten Group, Inc. 8
Alexandria Capital, LLC 8
D'Orazio & Associates, Inc. 8
Yarbrough Capital, LLC 8
Miura Global Management, LLC 8
Dakota Wealth Management 8
Carmel Capital Partners, LLC 8
Perkins Coie Trust Co 8
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 8
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 8
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 8
Elite Wealth Management, Inc. 8
Wayfinding Financial, LLC 8
Stanford Investment Group, Inc. 8
Tompkins Financial Corp 8
Ascend Capital, Llc 8
First Bank & Trust 8
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 8
Teton Westwood Funds 8
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 8
MRGR - PROSHARES TRUST - ProShares Merger ETF 8
Axxcess Wealth Management, Llc 8
Bank Of Hawaii 8
JBF Capital, Inc. 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 8
Castle Wealth Management Llc 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 8
Malaga Cove Capital, LLC 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 8
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 8
Barrow Hanley Mewhinney & Strauss Llc 8
Kettle Hill Capital Management, Llc 8
Polianta Ltd 8
Mason Street Advisors, Llc 8
Clear Harbor Asset Management, LLC 8
Roble, Belko & Company, Inc 8
River Road Asset Management, LLC 8
Symmetry Partners, LLC 8
Moloney Securities Asset Management, LLC 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 8
North Run Capital, Lp 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
Castle Hook Partners LP 8
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 8
Eastern Bank 8
IFM Investors Pty Ltd 8
U.S. Capital Wealth Advisors, LLC 8
American Capital Advisory, LLC 8
Elk Creek Partners, LLC 8
Shellback Capital, LP 8
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 8
Twin Securities, Inc. 8
Central Bank & Trust Co 8
Greenwoods Asset Management Ltd 8
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 8
Private Ocean, LLC 8
Sterling Investment Advisors, Ltd. 8
Achmea Investment Management B.V. 8
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 8
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 8
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
Mesirow Financial Investment Management, Inc. 8
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 8
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 8
Omni Partners US LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
Mn Services Vermogensbeheer B.V. 8
Horan Securities, Inc. 8
XR Securities LLC 8
Kamunting Street Capital Management, L.P. 8
Kwmg, Llc 8
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
Oakworth Capital, Inc. 8
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 8
Y.D. More Investments Ltd 8
Smallcap World Fund Inc 8
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 8
Overland Advisors, LLC 8
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 8
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 8
Invesco Senior Income Trust 8
Concentric Capital Strategies, LP 8
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 8
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 8
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 8
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 8
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 8
URTH - iShares, Inc. - iShares MSCI World ETF 8
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 8
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 8
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 8
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 8
Bellecapital International Ltd. 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
Sierra Ocean, Llc 8
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 8
Vaughan Nelson Investment Management, L.p. 8
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 8
My Personal CFO, LLC 8
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 8
Icon Wealth Advisors, LLC 8
Garde Capital, Inc. 8
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 8
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 8
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 8
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 8
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 8
Apollo Management Holdings, L.P. 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 8
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
Fidelis Capital Partners, LLC 8
Perritt Capital Management Inc 8
Pinnacle Financial Partners Inc 8
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 8
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 8
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 8
Riverbridge Partners Llc 8
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 8
Armstrong Advisory Group, Inc 8
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 8
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 8
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 8
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 8
Strengthening Families & Communities, LLC 8
Vinva Investment Management Ltd 8
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
Indaba Capital Management, L.P. 8
AlpInvest Partners B.V. 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 8
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 8
Coe Capital Management, LLC 8
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 8
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 8
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 8
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 8
Hennessy Advisors Inc 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
Binnacle Investments Inc 8
Profunds - Profund Vp Small-cap Value 8
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
Hartford Investment Management Co 8
Farringdon Capital, Ltd. 8
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 8
Ferox Capital Management LP 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
Global X Funds 8
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class 8
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 8
PFM Health Sciences, LP 8
Woodward Diversified Capital, Llc 8
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 8
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 8
Vantage Investment Advisors, LLC 8
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 8
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 8
Freshford Capital Management, LLC 8
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 8
Opera Trading Capital 8
Jpmorgan Trust Iii 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
Deerfield Management Company, L.p. (series C) 8
Dorsey & Whitney Trust CO LLC 8
Hillhouse Capital Management, Ltd. 8
Opal Wealth Advisors, LLC 8
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 8
Wade G W & Inc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 8
Clough Global Equity Fund 8
Clough Global Opportunities Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 8
Elliott Management Corporation 8
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 8
Redmond Asset Management, LLC 8
Dialectic Capital Management, Lp 8
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 8
Banbury Partners Llc 8
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 8
Par Capital Management Inc 8
Maple Securities Usa Inc 8
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 8
Aaron Wealth Advisors LLC 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
Vertex One Asset Management Inc. 8
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 8
Northern Right Capital Management, L.P. 8
HERO - Global X Funds - Global X Video Games & Esports ETF 8
Samson Rock Capital LLP 8
Baker Tilly Financial, Llc 8
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 8
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 8
Byrne Asset Management LLC 8
Bryce Point Capital, LLC 8
Morgan Creek Global Equity Long/short Institutional Fund 8
Horizon Kinetics LLC 7
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 7
Venator Capital Management Ltd. 7
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 7
Centerpoint Advisors, LLC 7
Empower Advisory Group, LLC 7
White Pine Capital Llc 7
State of New Jersey Common Pension Fund A 7
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 7
AIA Investment Management Private Ltd 7
Great Valley Advisor Group, Inc. 7
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 7
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Next Capital Management LLC 7
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 7
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 7
American National Bank 7
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 7
Summit Creek Advisors LLC 7
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 7
Seeyond 7
Falcon Edge Capital, LP 7
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 7
Hillhouse Capital Advisors, Ltd. 7
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 7
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
Chevy Chase Trust Holdings, Inc. 7
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 7
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 7
Legacy Investment Solutions, LLC 7
Blue Arrow Capital Management Llc 7
Blackrock Credit Allocation Income Trust 7
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 7
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
Values First Advisors, Inc. 7
Viking Global Investors Lp 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
UXI - PROSHARES TRUST - ProShares Ultra Industrials 7
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 7
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 7
MANA Advisors LLC 7
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 7
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 7
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 7
qPULA Trading Management LP 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 7
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 7
Eisler Capital (US) LLC 7
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 7
Investment Management Corp of Ontario 7
Bowling Portfolio Management LLC 7
Hidden Lake Asset Management LP 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
Allen Investment Management LLC 7
Guggenheim Strategic Opportunities Fund 7
Alta Advisers Ltd 7
Psagot Value Holdings Ltd. / (Israel) 7
NatWest Group plc 7
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 7
Oak Ridge Investments Llc 7
Stonegate Investment Group, LLC 7
GWM Asset Management Ltd 7
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 7
Washington Harbour Partners LP 7
F/M Investments LLC 7
Raiffeisen Bank International AG 7
Chiron Capital Management, Llc 7
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 7
Winfield Associates, Inc. 7
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 7
Hoxton Financial, Inc. 7
Spears Abacus Advisors LLC 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 7
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 7
Equitable Trust Co 7
Premier Fund Managers Ltd 7
Vanguard Convertible Securities Fund 7
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 7
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
Foresters Investment Management Company, Inc. 7
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 7
Zevenbergen Capital Investments Llc 7
Avitas Wealth Management LLC 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 7
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 7
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 7
Morton Brown Family Wealth, LLC 7
Greenland Capital Management LP 7
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 7
Kalmar Investments Inc /de/ 7
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 7
Envestnet Portfolio Solutions, Inc. 7
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
Magnus Financial Group LLC 7
Xtx Markets Llc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 7
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 7
Gruber & Mcbaine Capital Management Llc 7
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 7
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 7
Cambria Investment Management, L.P. 7
RK Capital Management, LLC 7
Tybourne Capital Management (hk) Ltd 7
Full18 Capital LLC 7
Arden Investment Series Trust 7
Lee Capital Holdings LLC 7
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 7
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 7
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 7
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 7
Geduld E E 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 7
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 7
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 7
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 7
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 7
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 7
Blackrock Multi-sector Income Trust 7
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 7
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 7
Chiron Investment Management, LLC 7
AlphaStar Capital Management, LLC 7
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 7
Creekmur Asset Management LLC 7
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 7
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 7
High Note Wealth, LLC 7
Indus Capital Partners, Llc 7
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 7
Open Field Capital LLC 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 7
EastBay Asset Management, LLC 7
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 7
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 7
Bainco International Investors 7
Buckingham Strategic Partners 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
Boulder Hill Capital Management Lp 7
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 7
Caitlin John, LLC 7
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 7
Ardevora Asset Management LLP 7
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 7
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 7
Atwood & Palmer Inc 7
Schechter Investment Advisors, LLC 7
Measured Wealth Private Client Group, LLC 7
Morse Asset Management, Inc 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 7
Northeast Financial Consultants Inc 7
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 7
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 7
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 7
Cowbird Capital Lp 7
Heritage Investors Management Corp 7
Atticus Wealth Management, Llc 7
Alaska Permanent Fund Corp 7
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 7
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 7
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 7
Arbor Capital Management Llc 7
Rosenberg Matthew Hamilton 7
Financial Network Wealth Advisors LLC 7
Argent Trust Co 7
Sage Mountain Advisors LLC 7
Taikang Asset Management (Hong Kong) Co Ltd 7
Marex Group plc 7
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 7
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 7
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 7
WR Wealth Planners, LLC 7
XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF 7
Azimuth Capital Management LLC 7
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 7
NWK Group, Inc. 7
Partner Investment Management, L.P. 7
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 7
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 7
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
Evermay Wealth Management Llc 7
AIQ - Global X Funds - Global X Future Analytics Tech ETF 7
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 7
Primecap Management Co/ca/ 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 7
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 7
Central Pacific Bank - Trust Division 7
Peapack Gladstone Financial Corp 7
Symphony Financial, Ltd. Co. 7
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 7
Fifth Lane Capital, Lp 7
Heritage Wealth Advisors 7
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 7
RHJ International SA 7
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 7
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 7
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 7
Alliancebernstein Global High Income Fund Inc 7
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 7
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 7
Oaktree Diversified Income Fund Inc. 7
Groupe la Francaise 7
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 7
Orbis Allan Gray Ltd 7
New Century Financial Group, LLC 7
Wedmont Private Capital 7
Mark Sheptoff Financial Planning, Llc 7
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 7
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 7
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 7
Platte River Capital LLC 7
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
EHP Funds Inc. 7
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF 7
Skylands Capital, LLC 7
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 7
Untitled Investments Lp 7
Steadfast Advisors Lp 7
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 7
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 7
Turtle Creek Wealth Advisors, LLC 7
Gladstone Institutional Advisory LLC 7
American Funds Insurance Series 7
Bares Capital Management, Inc. 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
Meiji Yasuda Asset Management Co Ltd. 7
Ellsworth Advisors, LLC 7
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 7
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 7
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 7
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 7
HBK Sorce Advisory LLC 7
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
NuWave Investment Management, LLC 7
Sand Grove Capital Management LLP 7
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 7
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 7
Pinkerton Retirement Specialists, LLC 7
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 7
Planning Capital Management Corp 7
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 7
Moon Capital Management Lp 7
Blackrock Science & Technology Trust 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
First Financial Corp /in/ 7
IMA Wealth, Inc. 7
Stonnington Group, Llc 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 7
CR Intrinsic Investors, LLC 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
Hughes Financial Services, LLC 7
Forsta Ap-fonden 7
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 7
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 7
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 7
Cranbrook Wealth Management, LLC 7
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 7
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 7
Scge Management, L.p. 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 7
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 7
Colonial Trust Advisors 7
Buffington Mohr McNeal 7
AllSquare Wealth Management LLC 7
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
Linden Thomas Advisory Services, LLC 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
Omega Advisors Inc. 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 7
Weaver C. Barksdale & Associates, Inc. 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 7
Golden State Equity Partners 7
Ativo Capital Management LLC 7
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 7
Profunds - Profund Vp Small-cap Growth 7
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 7
BlackRock Capital Allocation Trust 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
Mitsubishi UFJ Securities Holdings Co., Ltd. 7
Lynrock Lake LP 7
Howard Hughes Medical Institute 7
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 7
Beaconlight Capital, Llc 7
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 7
Duncker Streett & Co Inc 7
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Northwest Financial Advisors 7
Pacific Capital Wealth Advisors, Inc 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
Custom Index Systems, Llc 7
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 7
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 7
PNC Managed Account Solutions, Inc. 7
SGPIX - Profunds - Small-cap Growth Profund Investor Class 7
Profunds - Profund Vp Industrials 7
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 7
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
CTC Alternative Strategies, Ltd. 7
Traynor Capital Management, Inc. 7
KWEB - Krane Shares Trust - KraneShares CSI China Internet ETF 7
Westport Resources Management Inc 7
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 7
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
Kelly Financial Services LLC 7
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 7
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 7
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 7
Blue Bell Private Wealth Management, Llc 7
Beaumont Financial Partners, LLC 7
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 7
Sagefield Capital LP 7
Birch Grove Capital LP 7
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 7
Tiedemann Advisors, Llc 7
ACK Asset Management LLC 7
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 7
Bellevue Asset Management, Llc 7
VVSGX - VALIC Co I - Small Cap Growth Fund 7
VisionPoint Advisory Group, LLC 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Kowal Investment Group, LLC 7
Buckingham Strategic Wealth, Llc 7
Crestwood Advisors Group LLC 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
Richard Bernstein Advisors LLC 7
Abich Financial Wealth Management LLC 7
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 7
Northern Oak Wealth Management Inc 7
Sepio Capital, LP 7
Cannon Global Investment Management, LLC 7
Highstreet Asset Management Inc. 7
Paragon Capital Management Ltd 7
Peregrine Asset Advisers, Inc. 7
Dunhill Financial, LLC 7
KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF 7
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 7
Chilton Investment Co Llc 7
Jasper Ridge Partners, L.P. 7
Safeguard Investment Advisory Group, LLC 7
Contrarius Investment Management Ltd 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
Readystate Asset Management Lp 7
Iron Horse Wealth Management, LLC 7
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
TB Alternative Assets Ltd. 7
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 7
Oliver Lagore Vanvalin Investment Group 7
Quaker Wealth Management, LLC 7
Dubuque Bank & Trust Co 7
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 7
Zurich Insurance Group Ltd/FI 7
Romano Brothers And Company 7
Dumac, Inc. 7
Sureview Capital Llc 7
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
Bruderman Asset Management, LLC 7
Lanexa Management, Llc 7
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 7
NorthCrest Asset Manangement, LLC 7
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 7
Voisard Asset Management Group, Inc. 7
Mark Asset Management Lp 7
Solaris Asset Management Llc 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 7
Telemark Asset Management, LLC 7
Total Investment Management Inc 7
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 7
Emerald Investment Partners, Llc 7
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 7
ANTIPODES PARTNERS Ltd 7
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 7
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 7
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 7
Lincoln National Corp 7
Dimension Capital Management Llc 7
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 7
Moisand Fitzgerald Tamayo, LLC 7
Resources Management Corp /ct/ /adv 7
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 7
MMCAP International Inc. SPC 7
Wiley Bros.-aintree Capital, Llc 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 7
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 7
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 7
D1 Capital Partners L.P. 7
PENN SERIES FUNDS INC - Large Growth Stock Fund 7
Man Investments Ltd 7
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 7
Wakefield Asset Management LLLP 7
Investment House Llc 7
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
N.E.W. Advisory Services LLC 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 7
Handelsinvest Investeringsforvaltning 7
Core Bond Portfolio - Core Bond Portfolio 7
Pineridge Advisors LLC 7
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 7
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
WealthTrust Fairport, LLC 7
Select Equity Group, L.P. 7
ICONIQ Capital, LLC 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 7
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 7
Quilter Plc 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 7
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 7
First Washington CORP 7
Fondren Management LP 7
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 7
Charter Oak Capital Management, LLC 7
Mill Creek Capital Advisors, LLC 7
Fiduciary Alliance LLC 7
Laurel Wealth Advisors, Inc. 7
Bray Capital Advisors 7
Marino, Stram & Associates Llc 7
Impact Partnership Wealth, LLC 7
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 7
Apis Capital Advisors, LLC 7
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 7
Abn Amro Investment Solutions 7
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 7
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 7
Bluestein R H & Co 7
Global Wealth Strategies & Associates 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 7
Global Endowment Management, LP 7
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 7
Pinnacle Summer Investments, Inc. 7
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 7
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
Community Bank, N.A. 7
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 7
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 6
Chicago Capital, LLC 6
Tealwood Asset Management Inc 6
Claybrook Capital, LLC 6
Trigran Investments, Inc. 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
Tenzing Global Management, LLC 6
Acuitas Investments, LLC 6
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
Crawford Fund Management, LLC 6
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 6
Accel Wealth Management 6
Insight Wealth Strategies, LLC 6
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 6
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 6
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 6
Triasima Portfolio Management inc. 6
Meridian Wealth Management, LLC 6
Junson Asset Management (Hong Kong) Ltd 6
West Branch Capital LLC 6
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
SOCL - Global X Funds - Global X Social Media ETF 6
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 6
PSI Advisors, LLC 6
XT - iSHARES TRUST - iShares Exponential Technologies ETF 6
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 6
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 6
AXS Investments LLC 6
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 6
Brookside Capital Management Llc 6
Wealthquest Corp 6
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 6
GURU - Global X Funds - Global X Guru Index ETF 6
Great Diamond Partners, LLC 6
Baron Wealth Management LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 6
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 6
YHB Investment Advisors, Inc. 6
Brookstone Capital Management 6
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 6
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 6
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 6
Burt Wealth Advisors 6
Virtus Global Dividend & Income Fund Inc. 6
Performa Ltd (US), LLC 6
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 6
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 6
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 6
Gabelli Equity Trust Inc 6
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 6
Hexavest Inc. 6
CFICX - CALVERT FUND - Calvert Income Fund Class A 6
Gmt Capital Corp 6
RFP Financial Group LLC 6
Madison Asset Management, LLC 6
Riverpark Capital Management Llc 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
Holloway Wealth Management, LLC 6
Main Management ETF Advisors, LLC 6
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 6
OTA Financial Group L.P. 6
GFG Capital, LLC 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
First Trust High Yield Opportunities 2027 Term Fund 6
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 6
Northwest Investment Counselors, Llc 6
Eaton Financial Holdings Company, LLC 6
Nkcfo Llc 6
Diversify Advisory Services, LLC 6
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 6
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 6
Blackstone / Gso Strategic Credit Fund 6
Cromwell Holdings LLC 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
PENN SERIES FUNDS INC - Mid Cap Growth Fund 6
Syon Capital Llc 6
Firsthand Capital Management, Inc. 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
Artal Group S.A. 6
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB 6
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 6
Origin Asset Management LLP 6
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 6
Hosking Partners LLP 6
HWG Holdings LP 6
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
KAMES CAPITAL plc 6
Palogic Value Management, L.P. 6
Graves-Light Private Wealth Management, Inc. 6
Cfm Wealth Partners Llc 6
Mutual Advisors, LLC 6
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 6
Circumference Group LLC 6
Guinness Atkinson Asset Management Inc 6
Cavalry Management Group, LLC 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
Trustmark National Bank Trust Department 6
Joel Isaacson & Co., LLC 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
Underlying Funds Trust 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Gryphon Financial Partners LLC 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 6
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 6
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 6
Lansforsakringar Fondforvaltning AB (publ) 6
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 6
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 6
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
C WorldWide Group Holding A/S 6
12 West Capital Management LP 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
Ironwood Financial, llc 6
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 6
black-and-white Capital LP 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
ThornTree Capital Partners LP 6
Lucha Capital Management, LP 6
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 6
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 6
Verity Asset Management, Inc. 6
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 6
Boston Trust Walden Corp 6
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 6
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
Tri-continental Corp 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
JCIC Asset Management Inc. 6
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 6
Daiwa SB Investments Ltd. 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
Landsberg, Bennett, & Dubbaneh LLC 6
Certified Advisory Corp 6
Baupost Group Llc/ma 6
Cim Investment Mangement Inc 6
Silver Lake Group, L.L.C. 6
CNB Bank 6
Camden Capital, LLC 6
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 6
First Sabrepoint Capital Management Lp 6
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 6
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 6
Curi Wealth Management, LLC 6
Makena Capital Management Llc 6
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 6
Independence Capital Asset Partners, LLC 6
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 6
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 6
Institute for Wealth Management, LLC. 6
Greenhouse Funds LLLP 6
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 6
Solstein Capital, LLC 6
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 6
VitalStone Financial, LLC 6
Virtue Capital Management, LLC 6
Zazove Convertible Securities Fund Inc 6
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 6
Gf Fund Management Co. Ltd. 6
Tran Capital Management, L.p. 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 6
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 6
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 6
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 6
Ninety One North America, Inc. 6
Harvard Management Co Inc 6
Okumus Fund Management Ltd. 6
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 6
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 6
VGI Partners Ltd 6
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 6
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 6
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I 6
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 6
Fortis Group Advisors, LLC 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
Bridges Investment Management Inc 6
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 6
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 6
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 6
Banco de Sabadell, S.A 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
Advisor Partners Ii, Llc 6
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 6
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 6
Duquesne Family Office LLC 6
AJOVista, LLC 6
Clare Market Investments LLC 6
Exencial Wealth Advisors, Llc 6
Bellwether Investment Group, LLC 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
AlphaCore Capital LLC 6
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 6
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 6
Croft-leominster Inc 6
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 6
Ridgewood Investments LLC 6
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
WHV Investments, Inc. 6
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 6
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 6
PFS Partners, LLC 6
Thurston, Springer, Miller, Herd & Titak, Inc. 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
LH Capital Markets, LLC 6
Founders Capital Management 6
Thomas J. Herzfeld Advisors, Inc. 6
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 6
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
Northpointe Capital Llc 6
Kozak & Associates, Inc. 6
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 6
DSC Advisors, L.P. 6
Meteora Capital, LLC 6
MBOVX - M FUND INC - M Large Cap Value Fund 6
Ironwood Investment Management Llc 6
Corbenic Partners LLC 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 6
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 6
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 6
Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF 6
Asturias Capital Llc 6
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 6
Coastal Capital Group, Inc. 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
Trust Asset Management LLC 6
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 6
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
Qci Asset Management Inc/ny 6
Eubel Brady & Suttman Asset Management Inc 6
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 6
Oddo Bhf Asset Management Sas 6
Wellington Shields Capital Management, LLC 6
Caledonia (Private) Investments Pty Ltd 6
Mizuho Markets Americas Llc 6
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 6
Greenwich Wealth Management LLC 6
Winslow Capital Management, LLC 6
Liberty All Star Growth Fund Inc. 6
Aua Capital Management, Llc 6
Noked Capital LTD 6
Maple Rock Capital Partners Inc. 6
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 6
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 6
Neuberger Berman Next Generation Connectivity Fund Inc. 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
Williams Jones & Associates LLC 6
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 6
Beacon Capital Management, Inc. 6
Aptus Capital Advisors, LLC 6
Rossby Financial, LCC 6
Crabel Capital Management, LLC 6
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 6
6 Meridian 6
Mizuho Trust & Banking Co., Ltd. 6
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 6
Providence Capital Advisors, LLC 6
Glenview Capital Management, Llc 6
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 6
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 6
West Family Investments, Inc. 6
Blackhawk Capital Partners LLC. 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 6
Columbia Pacific Advisors, LLC 6
Tributary Capital Management, LLC 6
Prince Street Capital Management LLC 6
GFS Advisors, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 6
Meiji Yasuda Life Insurance Co 6
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 6
Cca Investments Trust 6
Advantage Alpha Capital Partners LP 6
Intercontinental Wealth Advisors, LLC 6
Gerstein Fisher 6
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 6
Greenwood Capital Associates Llc 6
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 6
Highline Capital Management, L.p. 6
Heron Bay Capital Management 6
Atlas Private Wealth Management 6
Ruane, Cunniff & Goldfarb Inc 6
Glaxis Capital Management, LLC 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
Sensato Investors LLC 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 6
South Dakota Investment Council 6
Trust Co 6
Context Partners Fund, L.p. 6
Sante Capital Fund, LP 6
Mountain Capital Investment Advisors, Inc 6
Atw Spac Management Llc 6
Calamos Global Total Return Fund 6
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 6
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 6
Manning & Napier Group, LLC 6
Breakline Capital Llc 6
Kassirer Asset Management Corp 6
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 6
Painted Porch Advisors LLC 6
Titan Global Capital Management Usa Llc 6
Oaktree Fund Advisors, LLC 6
Sittner & Nelson, Llc 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 6
SummerHaven Investment Management, LLC 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Zullo Investment Group, Inc. 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 6
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share 6
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 6
Thb Asset Management 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
Canton Hathaway, LLC 6
Privium Fund Management B.V. 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
Triad Wealth Partners, LLC 6
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 6
Pacifica Partners Inc. 6
Ranger Investment Management, L.P. 6
Leavell Investment Management, Inc. 6
Paradigm Financial Advisors, LLC 6
Capital International Sarl 6
ClearAlpha Technologies LP 6
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 6
Hoover Financial Advisors, Inc. 6
Bellevue Group AG 6
ROSS\JOHNSON & Associates LLC 6
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 6
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 6
Punch & Associates Investment Management, Inc. 6
Nalls Sherbakoff Group, Llc 6
Noked Israel Ltd 6
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 6
Beech Hill Advisors, Inc. 6
Credential Securities Inc. 6
Pensionmark Financial Group, Llc 6
Generation Investment Management Llp 6
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 6
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 6
Harding Loevner Lp 6
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 6
Seawolf Capital, LLC 6
Wbi Investments, Inc. 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Brandywine Managers, Llc 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 6
University Of Texas/texas Am Investment Managment Co 6
Connacht Asset Management LP 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 6
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 6
Pacific Alternative Asset Management Company, Llc 6
Bain Capital Public Equity Management Ii, Llc 6
ICA Group Wealth Management, LLC 6
RGT Wealth Advisors, LLC 6
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 6
Tower View Investment Management & Research LLC 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
Hershey Trust Co 6
Uniplan Investment Counsel, Inc. 6
Brave Asset Management Inc 6
AustralianSuper Pty Ltd 6
Inspire Advisors, LLC 6
Third Point LLC 6
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 6
Sora Investors Llc 6
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 6
Adams Street Partners Llc 6
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 6
ARGA Investment Management, LP 6
Vista Wealth Management Group, LLC 6
Garrett Wealth Advisory Group, LLC 6
Ballew Advisors, Inc 6
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 6
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 6
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 6
SeaTown Holdings Pte. Ltd. 6
Aegon Asset Management Uk Plc 6
Apex Capital Management 6
Lumature Wealth Partners, LLC 6
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 6
Operose Advisors LLC 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 6
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 6
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 6
Dogwood Wealth Management LLC 6
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 6
Archer Investment Corp 6
Tortoise Index Solutions, LLC 6
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
Invesco Senior Loan Fund 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 6
Sageworth Trust Co of South Dakota 6
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 6
Davide Leone & Partners Investment Co Ltd. 6
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 6
Quest Investment Management Llc 6
TradeLink Global Equity LLC 6
Invesco Bond Fund 6
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 6
Options Solutions, Llc 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
Ruffer LLP 6
Rokos Capital Management LLP 6
New Millennium Group LLC 6
Kent Lake Capital LLC 6
Coastal Bridge Advisors, LLC 6
Optimus Prime Fund Management Co., Ltd. 6
China Universal Asset Management Co., Ltd. 6
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
Black Swift Group, LLC 6
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
Clarkston Capital Partners, LLC 6
OneAscent Financial Services LLC 6
Hl Financial Services Llc 6
Altus Wealth Group LLC 6
Lebenthal Asset Management, LLC 6
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 6
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 6
Chilton Capital Management Llc 6
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 6
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 6
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 6
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 6
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 6
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 6
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 6
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
Paragon Wealth Strategies, LLC 6
Corvex Management LP 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
Stonehage Fleming (uk) Ltd 6
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 6
Castle Rock Wealth Management, LLC 6
Angeles Wealth Management, Llc 6
La Banque Postale Asset Management SA 6
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 6
Union Square Park Capital Management, LLC 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 6
Industrial Alliance Investment Management Inc. 6
Sun Life Financial Inc 6
Stansberry Asset Management, Llc 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 6
Shaker Investments Llc/oh 6
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
FundVantage Trust - Verplanck Balanced Fund 6
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 6
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 6
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 6
1620 Investment Advisors, Inc. 6
Lebenthal Global Advisors, LLC 6
Caldwell Securities, Inc 6
Rubric Capital Management LP 6
Williams Jones Wealth Management, LLC. 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
Stamina Capital Management Lp 6
Quantedge Capital Pte Ltd 6
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 6
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 6
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 6
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 6
Clearbridge, Llc 6
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
Aurora Investment Counsel 6
Vazirani Asset Management LLC 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 6
Unigestion Holding SA 6
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 6
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 6
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 6
OGIG - OSI ETF Trust - O'Shares Global Internet Giants ETF 6
Aj Wealth Strategies, Llc 6
Cooper Investors Pty Ltd 6
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 6
Nuveen Multi-Asset Income Fund 6
AMF Pensionsforsakring AB 6
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 6
Potomac Capital Management, Inc. 6
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares 6
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 6
Leonard Capital Management, Inc 6
City Holding Co 6
Paragon Advisors, LLC 6
Nantahala Capital Management, LLC 6
Alta Wealth Advisors LLC 6
Callan Family Office, LLC 6
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 6
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 6
Chartwell Investment Partners/pa 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 6
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 6
Hardy Reed LLC 6
JT Stratford LLC 6
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
Mawer Investment Management Ltd. 6
Ckw Financial Group 6
J.Safra Asset Management Corp 6
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 6
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 6
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 6
Melvin Capital Management LP 6
Harvey Partners, LLC 6
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 6
Kodai Capital Management LP 6
Fortis Capital Management LLC 6
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF 6
Nair Vinay 6
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 6
Blackrock Core Bond Trust 6
Blackrock Corporate High Yield Fund, Inc. 6
Ledyard National Bank 6
McAdam, LLC 6
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 6
Allianzgi Convertible & Income 2024 Target Term Fund 6
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 6
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 6
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 6
Cedar Wealth Management, LLC 6
OneAscent Wealth Management LLC 6
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 6
TPG Group Holdings (SBS) Advisors, Inc. 6
Davis Selected Advisers 6
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 6
Cary Street Partners Financial Llc 6
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 6
Palmer Square Opportunistic Income Fund 6
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 6
Atreides Management, LP 6
Sabby Management, Llc 6
Mizuho Markets Cayman LP 5
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 5
Sentry Investment Management Llc 5
Reby Advisors, LLC 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
Roundview Capital LLC 5
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 5
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 5
First Community Trust Na 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 5
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 5
Trust Co Of Toledo Na /oh/ 5
1623 Capital LLC 5
Matrix Capital Management Company, LP 5
Tekne Capital Management, LLC 5
Glg Inc. 5
Tt International 5
CLOU - Global X Funds - Global X Cloud Computing ETF 5
LMR Master Fund Ltd 5
Insight Holdings Group, LLC 5
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 5
IAG Wealth Partners, LLC 5
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 5
S&t Bank/pa 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
Quaero Capital S.A. 5
Aubrey Capital Management Ltd 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
Monaco Asset Management SAM 5
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 5
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 5
Retirement Planning Co of New England, Inc. 5
Tiger Pacific Capital LP 5
Winton Capital Management Ltd 5
F&C Asset Management plc 5
Ratan Capital Management LP 5
Bragg Financial Advisors, Inc 5
TriOaks Capital Management L.P. 5
Kingswood Wealth Advisors, Llc 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 5
Wealth Quarterback LLC 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 5
Arena Investors LP 5
American Capital Management Inc 5
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 5
TrinityPoint Wealth, LLC 5
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 5
Bullseye Asset Management LLC 5
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 5
Carrhae Capital LLP 5
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 5
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 5
Must Asset Management Inc. 5
CQQQ - Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
Robertson Stephens Wealth Management, LLC 5
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 5
Munder Capital Management 5
REAP Financial Group, LLC 5
Think Investments LP 5
Wealth Management Associates, Inc. 5
Putnam ETF Trust - Putnam ESG High Yield ETF - 5
Semanteon Capital Management, LP 5
TradeLink Capital LLC 5
Sandy Cove Advisors, LLC 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
VEGN - ETF Series Solutions - US Vegan Climate ETF 5
Jackson, Grant Investment Advisers, Inc. 5
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 5
RMR Wealth Builders 5
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 5
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 5
Detwiler Fenton Investment Management LLC 5
DSAM Partners (London) Ltd 5
Tiger Eye Capital LLC 5
Cat Rock Capital Management Lp 5
Wealth Architects, LLC 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
Hurley Capital, LLC 5
RFG Advisory, LLC 5
Price Capital Management, Inc. 5
Garnet Equity Capital Holdings, Inc. 5
Kathleen S. Wright Associates Inc. 5
Gargoyle Investment Advisor L.L.C. 5
Norinchukin Bank, The 5
Lone Pine Capital Llc 5
PGGM Investments 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
Genesee Valley Trust Co 5
Samalin Investment Counsel, LLC 5
Alpha Cubed Investments, LLC 5
Manulife Financial Corp 5
EPG Wealth Management LLC 5
Pegasus Partners Ltd. 5
CHICAGO TRUST Co NA 5
American National Insurance Co /tx/ 5
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 5
Strategic Investment Solutions, Inc. /IL 5
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 5
LGT Financial Advisors LLC 5
Renaissance Capital LLC 5
iA Global Asset Management Inc. 5
25 Llc 5
Grey Street Capital, LLC 5
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 5
SRS Investment Management, LLC 5
Friedenthal Financial 5
Otter Creek Advisors, LLC 5
Arrow Financial Corp 5
ISAM Funds (UK) Ltd 5
Bridgewater Advisors Inc. 5
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 5
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 5
Security National Trust Co 5
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 5
Wilmington Funds Management Corp 5
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 5
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 5
CCMG - EA Series Trust - CCM Global Equity ETF 5
Fort Point Capital Partners LLC 5
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 5
Golden Gate Private Equity, Inc. 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 5
Ibex Wealth Advisors 5
HMS Capital Management, LLC 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
Rockefeller Financial Services Inc 5
Ovata Capital Management Ltd 5
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 5
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF 5
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
Maxi Investments CY Ltd 5
Portside Wealth Group, LLC 5
Reuter James Wealth Management, Llc 5
1 North Wealth Services Llc 5
Atala Financial Inc 5
Grandview Asset Management LLC 5
Mascoma Wealth Management LLC 5
EA Series Trust 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
Level Financial Advisors, Inc. 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
Scarborough Advisors, LLC 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
EdgeRock Capital LLC 5
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 5
Hartford Financial Management Inc. 5
Invicta Capital Management, LLC 5
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 5
Pacific Grove Capital LP 5
PFG Private Wealth Management, LLC 5
Schwartz Investment Counsel Inc 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 5
Accent Capital Management, LLC 5
Aviso Financial Inc. 5
Prime Capital Management Co Ltd 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 5
Cordatus Wealth Management LLC 5
Amplify ETF Trust - Amplify Mobile Payments ETF 5
Karani Asset Management LLC 5
CG Asset Management LLC 5
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 5
Waldron Private Wealth LLC 5
VASMX - VALIC Co II - Small Cap Growth Fund 5
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 5
Symmetry Investments LP 5
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 5
Emancipation Management LLC 5
Sandia Investment Management LP 5
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 5
CI Global Investments Inc. 5
Partnervest Advisory Services LLC 5
Signature Estate & Investment Advisors Llc 5
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 5
Empirical Finance, LLC 5
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 5
STFBX - Advisers Investment Trust - State Farm Balanced Fund 5
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 5
Fullerton Fund Management Co Ltd 5
Murphy & Mullick Capital Management Corp 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
GGBFX - GuideStone Funds - Global Bond Fund Investor 5
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 5
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
Strategic Global Advisors, LLC 5
ProVise Management Group, LLC 5
Delphi Management Inc /ma/ 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
Gillson Capital LP 5
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 5
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
Concurrent Investment Advisors, LLC 5
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
Sender Co & Partners, Inc. 5
GQG Partners LLC 5
Chescapmanager LLC 5
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 5
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 5
Wildcat Capital Management, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 5
Osborn Rohs Williams & Donohoe Ltd 5
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 5
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 5
City Financial Investment Co Ltd 5
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 5
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 5
Bridgeworth, LLC 5
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 5
Intrepid Capital Management Inc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
Texas Yale Capital Corp. 5
Credit Suisse High Yield Bond Fund 5
VSTIX - VALIC Co I - Stock Index Fund 5
RPG Investment Advisory, LLC 5
Omnia Family Wealth, LLC 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
Spectrum Management Group, LLC 5
Sheaff Brock Investment Advisors, LLC 5
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 5
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 5
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 5
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 5
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 5
Rpo Llc 5
Vetamer Capital Management, L.p. 5
Comgest Global Investors S.a.s. 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 5
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 5
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
Redhawk Wealth Advisors, Inc. 5
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 5
VBCVX - VALIC Co I - Systematic Value Fund 5
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 5
Bell Rock Capital Llc 5
Gilbert & Cook, Inc. 5
Anderson Hoagland & Co 5
Affinity Investment Advisors, Llc 5
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 5
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 5
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 5
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 5
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 5
Senator Investment Group LP 5
Atherton Lane Advisers, Llc 5
Meritage Group LP 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
Dinsmore Capital Management Co/nj 5
Gagnon Advisors, LLC 5
Regal Wealth Group, Inc. 5
Financial Synergies Wealth Advisors, Inc. 5
Tiaa, Fsb 5
Stonebridge Capital Management Inc 5
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 5
Old Point Trust & Financial Services N A 5
Kathmere Capital Management, LLC 5
Simplicity Wealth,LLC 5
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 5
Armbruster Capital Management, Inc. 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
Davidson Kempner Partners 5
American Financial Network Advisory Services Llc 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
Close Asset Management Ltd 5
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
Alpha Omega Wealth Management LLC 5
Ameriflex Group, Inc. 5
Cowen Prime Advisors LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
Ariose Capital Management Ltd 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
Range Financial Group LLC 5
Putnam ETF Trust - Putnam Sustainable Future ETF - 5
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 5
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
Exane Asset Management 5
IXN - iSHARES TRUST - iShares Global Tech ETF 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
Price Wealth Management, Inc. 5
Godsey & Gibb Associates 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
DecisionPoint Financial, LLC 5
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 5
Osmium Partners, LLC 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
Syntal Capital Partners, LLC 5
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 5
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 5
Frank, Rimerman Advisors LLC 5
LifePlan Financial Group, Inc 5
Independence Bank of Kentucky 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 5
Invesco Dynamic Credit Opportunities Fund 5
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 5
BankPlus Trust Department 5
Menard Financial Group LLC 5
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 5
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
Advisor OS, LLC 5
Seven Springs Wealth Group, LLC 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
Shinko Asset Management Co., Ltd. 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
Metavasi Capital LP 5
Prentice Wealth Management LLC 5
Bremer Trust National Association 5
Glynn Capital Management Llc 5
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 5
Quantum Capital Management 5
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 5
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 5
RWM Asset Management, LLC 5
Repertoire Partners LP 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 5
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 5
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 5
Napatree Capital Llc 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
Wrapmanager Inc 5
Orinda Asset Management LLC 5
Steamboat Capital Partners, LLC 5
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
Chesapeake Wealth Management 5
Hoey Investments, Inc 5
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 5
Achievement Holdings L.P. 5
San Luis Wealth Advisors LLC 5
Stancorp Investment Advisers Inc 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 5
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 5
Greenhaven Road Investment Management, L.P. 5
Gables Capital Management Inc. 5
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 5
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 5
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 5
New Wave Wealth Advisors Llc 5
Ninety One SA (PTY) Ltd 5
Fedenia Advisers LLC 5
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 5
Sarissa Consulting Llc 5
Mount Lucas Management LP 5
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 5
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 5
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 5
Nfj Investment Group, Llc 5
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 5
Clarius Group, LLC 5
Integrated Advisors Network LLC 5
IMS Capital Management 5
Berkshire Capital Holdings Inc 5
Elmwood Wealth Management, Inc. 5
O'Neil Global Advisors, Inc. 5
Retireful, LLC 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 5
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 5
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 5
Hc Financial Advisors Inc 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 5
Ashmore Group plc 5
De Burlo Group Inc 5
Altrinsic Global Advisors Llc 5
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 5
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 5
Hazlett, Burt & Watson, Inc. 5
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 5
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 5
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 5
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 5
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 5
LGT Group Foundation 5
Blackstone / Gso Floating Rate Enhanced Income Fund 5
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 5
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 5
Avondale Wealth Management 5
Wetzel Investment Advisors, Inc. 5
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 5
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 5
Yong Rong (HK) Asset Management Ltd 5
Juncture Wealth Strategies, Llc 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
High Net Worth Advisory Group LLC 5
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 5
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 5
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
Ivory Investment Management, Llc 5
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 5
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
Gabelli Global Small & Mid Cap Value Trust 5
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 5
VIEX Capital Advisors, LLC 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 5
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing 5
Clark Estates Inc/ny 5
Gabelli Go Anywhere Trust 5
Blackstone / Gso Long-short Credit Income Fund 5
Blackstone / Gso Senior Floating Rate Term Fund 5
Gen-Wealth Partners Inc 5
Norden Group Llc 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
Cypress Growth Fund Iii Lp 5
Kylin Management LLC 5
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 5
Cove Street Capital, LLC 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
Herndon Capital Management Llc 5
Northwestern Mutual Investment Services Llc 5
Prentiss Smith & Co Inc 5
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 5
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
LVW Advisors, LLC 5
Kanaly Trust Co 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
Apriem Advisors 5
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 5
OmniStar Financial Group, Inc. 5
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 5
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 5
Clal Insurance Enterprises Holdings Ltd 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 5
First National Bank Of Omaha 5
WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 5
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 5
Bahl & Gaynor Inc 5
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 5
KEYWISE CAPITAL MANAGEMENT Ltd 5
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 5
Conestoga Capital Advisors, LLC 5
Seaport Global Advisors, LLC 5
EWEB - Global X Funds - Global X Emerging Markets Internet & E-commerce ETF 5
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Xai Octagon Floating Rate & Alternative Income Term Trust 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
S.A. Mason LLC 5
W.G. Shaheen & Associates DBA Whitney & Co 5
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 5
Wright Investors Service Inc 5
Legacy Wealth Asset Management, LLC 5
Optimal Asset Management, Inc. 5
Scout Funds 5
Franklin Ltd Duration Income Trust 5
Rakuten Investment Management, Inc. 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5
IronBridge Private Wealth, LLC 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 5
PWS - Pacer Funds Trust - Pacer WealthShield ETF 5
Polymer Capital Management (HK) LTD 5
Lowe Wealth Advisors, LLC 5
Marxe Austin W & Greenhouse David M 5
Selz Capital LLC 5
Intact Investment Management Inc. 5
SIH Partners, LLLP 5
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 5
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 5
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 5
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 5
Cloverdale Capital Management, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 5
MILN - Global X Funds - Global X Millennials Thematic ETF 5
First PREMIER Bank 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 5
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 5
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 5
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 5
Brasada Capital Management, Lp 5
Iridian Asset Management Llc/ct 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
McCarthy Asset Management, Inc. 5
Sentinel Asset Management, Inc. 5
Regents Of The University Of California 5
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 5
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 5
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 5
BRC Investment Management LLC 5
Sfmg, Llc 5
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 5
Standard Life Investments LTD 5
Van Berkom & Associates Inc. 5
Strategy Asset Managers Llc 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
Prudence Asset Management Ltd 5
Horan Capital Advisors, LLC. 5
SWS Partners 5
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF 5
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 5
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 5
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 5
Sessa Capital IM, L.P. 5
Capital Management Associates /ny/ 5
Chase Investment Counsel Corp 5
Us Global Investors Funds 5
Sheets Smith Investment Management 5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
Continental Advisors Llc 5
Adams Diversified Equity Fund, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 5
Burns Matteson Capital Management, LLC 5
New Mountain Vantage Advisers, L.l.c. 5
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 5
Scopia Capital Management Lp 5
Elephas Investment Management Ltd 5
Lee Danner & Bass Inc 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
Tabor Asset Management, LP 5
Azora Capital LP 5
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
Diameter Capital Partners LP 5
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 5
Syverson Strege & Co 5
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 5
Apollo Senior Floating Rate Fund Inc. 5
Wellington Shields & Co., LLC 5
Anfield Capital Management, LLC 5
Clarus Wealth Advisors 5
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 5
Russell Clark Investment Management Ltd 5
Monument Capital Management 5
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 5
HN Saltoro Capital, LP 5
Alpha Family Trust 5
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 5
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
Aspect Partners, LLC 5
American Trust 5
Dynamic Capital Management Ltd 5
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 5
Harvey Capital Management Inc 5
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 5
Ronit Capital LLP 5
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 5
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 5
J. Safra Sarasin Holding AG 5
Griffin Asset Management, Inc. 5
Fairview Capital Investment Management, Llc 5
Delaware Enhanced Global Dividend & Income Fund 5
Kiley Juergens Wealth Management, Llc 5
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 5
Antipodean Advisors LLC 5
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 5
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 5
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 5
Point View Wealth Management, Inc. 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 5
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 5
HYLD - Exchange Listed Funds Trust - High Yield ETF 5
Rothschild Investment Corp /il 5
Atalan Capital Partners, LP 5
Americafirst Capital Management, Llc 5
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 5
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 5
Sphinx Trading, Lp 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
Partners Capital Investment Group, Llp 5
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 5
Athena Capital Advisors Llc 5
Degroof Petercam Asset Management 5
St Germain D J Co Inc 5
Aries Wealth Management 5
Valued Wealth Advisors LLC 5
Platform Technology Partners 5
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 5
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 5
180 Wealth Advisors, Llc 5
WATWX - WANGER ADVISORS TRUST - Wanger Select 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 5
DHJJ Financial Advisors, Ltd. 5
Todd Asset Management Llc 5
CoreFirst Bank & Trust 5
Lunia Capital Lp 5
AMG National Trust Bank 5
Heck Capital Advisors, LLC 5
Aevitas Wealth Management, Inc. 5
Loews Corp 5
Trust Point Inc. 5
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 5
Blackrock Master Llc 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
Ascent Group, LLC 5
Markston International Llc 5
Family Firm, Inc. 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
Verdad Advisers, LP 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 5
GoalVest Advisory LLC 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
John Hancock Income Securities Trust 5
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 5
Greenlight Capital Inc 5
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 5
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 5
Capital International Ltd /ca/ 5
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 5
Addison Advisors LLC 5
Tortoise Capital Advisors, L.l.c. 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 5
LM Advisors LLC 5
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 5
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 5
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 5
ShearLink Capital, LLC 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
Synergy Financial Management, LLC 5
Keebeck Wealth Management, LLC 5
Moody Lynn & Lieberson, Llc 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
Fortem Financial Group, Llc 5
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 5
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 5
Sycomore Asset Management 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
Heartland Advisors Inc 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
Full Sail Capital, LLC 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
Optas, LLC 5
Brandywine Oak Private Wealth Llc 5
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 5
BOSS - Global X Funds - Global X Founder-Run Companies ETF 5
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
Pictet & Cie (Europe) SA 5
Core Alternative Capital 5
Lamond Capital Partners LLC 5
Cypress Capital, LLC 5
Mizuho Asset Management Co.,Ltd. 5
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 5
Surevest, LLC 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
Princeton Global Asset Management LLC 5
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 5
Sone Capital Management, LLC 5
Synergy Financial Group, LTD 5
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 5
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 5
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 5
No Street GP LP 5
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 5
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 5
Hotchkis & Wiley Capital Management Llc 5
Aviance Capital Management, Llc 5
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 5
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 5
Joseph P. Lucia & Associates, LLC 5
Cornerstone Wealth Group, LLC 5
Miles Capital, Inc. 5
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 5
Bremer Bank National Association 5
Gq Asset Management, Llc 5
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 5
New England Asset Management Inc 5
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 5
Requisite Capital Management, LLC 5
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 5
13D Management LLC 5
Principal Street Partners, LLC 5
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 5
Seldon Capital Lp 5
Cascabel Management LP 5
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 5
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 5
Tranquility Partners, LLC 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
Diamond Hill Capital Management Inc 5
Grace Capital 5
Principia Wealth Advisory, LLC 5
Henrickson Nauta Wealth Advisors, Inc. 5
Candlestick Capital Management LP 5
Zions Bancorporation, National Association /ut/ 5
John G Ullman & Associates Inc 5
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 5
Red Tortoise LLC 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
IPG Investment Advisors LLC 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 5
HBW Advisory Services LLC 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 5
Shamrock Asset Management LLC 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
Ophir Asset Management Pty Ltd 5
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund 5
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 5
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 5
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 5
Santori & Peters, Inc. 5
Fayez Sarofim & Co 5
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 5
Catamount Wealth Management 5
Thoroughbred Financial Services, Llc 5
Personal Cfo Solutions, Llc 5
Ambassador Advisors, LLC 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
Ilmarinen Mutual Pension Insurance Co 5
Ford Financial Group, LLC 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 5
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
Frontier Wealth Management LLC 5
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 5
Polen Capital Management Llc 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 5
Blue Grotto Capital, LLC 5
Affinity Wealth Management Llc 5
Nokomis Capital, L.L.C. 5
Budros, Ruhlin & Roe, Inc. 5
Bain Capital Public Equity, LP 4
Moran Wealth Management, LLC 4
British Airways Pensions Investment Management Ltd 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 4
Insigneo Advisory Services, Llc 4
Newman Dignan & Sheerar, Inc. 4
Sands Capital Management, Llc 4
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 4
S&co Inc 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
SWAN Capital LLC 4
Efficient Market Advisors, LLC 4
RIA Advisory Group LLC 4
Amica Retiree Medical Trust 4
Three Peaks Capital Management, LLC 4
Regent Investment Management LLC 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
Quotient Investors, LLC 4
Barnett & Company, Inc. 4
PSquared Asset Management AG 4
Mission Wealth Management, Lp 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
Spirit Of America Management Corp/ny 4
Alliance Wealth Advisors, LLC /UT 4
QUANTRES ASSET MANAGEMENT Ltd 4
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
Glass Jacobson Investment Advisors llc 4
Founders Financial Securities Llc 4
Curbstone Financial Management Corp 4
Portfolio Solutions, LLC 4
Jessup Wealth Management, Inc 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 4
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 4
Piershale Financial Group, Inc. 4
Somerset Trust Co 4
Winch Advisory Services, LLC 4
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 4
1st Global Advisors, Inc. 4
Beaumont Financial Advisors, LLC 4
Cypress Wealth Advisors LLC 4
Alken Asset Management Ltd. 4
Atomi Financial Group, Inc. 4
Loeb Partners Corp 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
Round Table Services, LLC 4
Ami Asset Management Corp 4
DORCHESTER WEALTH MANAGEMENT Co 4
Gallacher Capital Management LLC 4
Focus Financial Network, Inc. 4
Board of Trustees of The Leland Stanford Junior University 4
Accredited Wealth Management, LLC 4
FormulaFolio Investments, LLC 4
StepStone Group LP 4
Balboa Wealth Partners 4
Alydar Partners Llc 4
Westover Capital Advisors, LLC 4
STRV - EA Series Trust - Strive 500 ETF 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
Marshall & Sterling Wealth Advisors Inc. 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 4
Roystone Capital Management LP 4
Ogorek Anthony Joseph /ny/ /adv 4
Taylor Frigon Capital Management LLC 4
Cordasco Financial Network 4
DT Investment Partners, LLC 4
Tiff Advisory Services Inc 4
Hunter Associates Investment Management Llc 4
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 4
Mraz, Amerine & Associates, Inc. 4
Quadrature Capital LLP 4
Drive Wealth Management, Llc 4
Brewin Dolphin Wealth Management Ltd 4
FINX - Global X Funds - Global X FinTech ETF 4
Mesirow Institutional Investment Management, Inc. 4
Citizens Business Bank 4
Czech National Bank 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
Isthmus Partners, Llc 4
AOTG - EA Series Trust - AOT Growth and Innovation ETF 4
TWEB - Tidal ETF Trust - SoFi Web 3 ETF 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
Intersect Capital LLC 4
Majedie Asset Management Ltd 4
Oxbow Advisors, LLC 4
Coston, McIsaac & Partners 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
Capital A Wealth Management, LLC 4
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 4
GIC Private Ltd 4
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
Inverness Counsel Llc /ny/ 4
Kim, Llc 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
First City Capital Management, Inc. 4
Newtyn Management, LLC 4
Ritter Daniher Financial Advisory LLC / DE 4
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
Perpetual Investment Management Ltd 4
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 4
WESPAC Advisors SoCal, LLC 4
Credit Industriel Et Commercial 4
Virginia Retirement System 4
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Heritage Financial Services, LLC 4
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
Kentucky Retirement Systems 4
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 4
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 4
Saudi Central Bank 4
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 4
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 4
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 4
Ion Asset Management Ltd. 4
Western Asset Management Company, LLC 4
POM Investment Strategies, LLC 4
CMT Capital Markets Trading GmbH 4
Ramsey Quantitative Systems 4
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 4
Prosperity Financial Group, Inc. 4
Jetstream Capital LLC 4
Arlington Capital Management, Inc. 4
Halpern Financial, Inc. 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 4
Douglas Lane & Associates, LLC 4
Stuart Chaussee & Associates, Inc. 4
Scopus Asset Management, L.p. 4
Raab & Moskowitz Asset Management LLC 4
Smart Portfolios, LLC 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
Bristlecone Advisors, LLC 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
Fore Research & Management, LP 4
Adams Hall Wealth Advisors, LLC 4
Mediolanum International Funds Ltd 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 4
Resurgent Financial Advisors LLC 4
Worth Asset Management, LLC 4
Williams & Novak, LLC 4
Mason Capital Management Llc 4
Filbrandt Wealth Management, LLC 4
Alpha Square Group S, LLC 4
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 4
Valinor Management, Llc 4
Causeway Capital Management Llc 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
Simmons Bank 4
Sumitomo Life Insurance Co 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
Wood Tarver Financial Group, LLC 4
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 4
NorthRock Partners, LLC 4
Quantessence Capital LLC 4
TCHI - iSHARES TRUST - iShares MSCI China Multisector Tech ETF 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
Breton Hill Capital Ltd. 4
Carl Domino Inc 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
Gratia Capital, Llc 4
Emerging Sovereign Group Llc 4
Eisler Capital Management Ltd. 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Knollwood Investment Advisory, LLC 4
Guild Investment Management, Inc. 4
FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
Caspian Capital Lp 4
Putnam Fl Investment Management Co 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 4
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 4
RPg Family Wealth Advisory, LLC 4
Abdiel Capital Advisors, LP 4
Sylebra Capital Llc 4
Financial Consulate, Inc 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
Allen Operations Llc 4
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 4
Calixto Global Investors, LP 4
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 4
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
Gateway Investment Advisers Llc 4
Lomas Capital Management, LLC 4
Palestra Capital Management LLC 4
Jamison Private Wealth Management, Inc. 4
Peddock Capital Advisors, Llc 4
BKM Wealth Management, LLC 4
Blue Ridge Capital, L.L.C. 4
Community Financial Services Group, LLC 4
AT Bancorp 4
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 4
Incline Global Management LLC 4
Slate Path Capital LP 4
Pomelo Capital LLC 4
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 4
Private Wealth Partners, LLC 4
Sagespring Wealth Partners, Llc 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
Woodley Farra Manion Portfolio Management Inc 4
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 4
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 4
Optimize Financial Inc 4
MU Investments Co., Ltd. 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
Smith, Graham & Co., Investment Advisors, LP 4
Carnegie Capital Asset Management, LLC 4
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 4
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 4
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
Scholtz & Company, Llc 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
Ruggie Capital Group 4
Gibbs Wealth Management 4
EUSM - Strategy Shares - Eventide US Market ETF 4
Teewinot Capital Advisers, L.L.C. 4
WestEnd Advisors, LLC 4
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF 4
Twin Focus Capital Partners, Llc 4
Permanens Capital L.P. 4
EFG Asset Management (North America) Corp. 4
Kopp Investment Advisors Llc 4
Kingdom Ridge Capital, LLC 4
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 4
Rinkey Investments 4
Man Investments (CH) AG 4
Palladium Partners Llc 4
Carroll Investors, Inc 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
Rocky Mountain Advisers, Llc 4
First Heartland Consultants, Inc. 4
Gilliland Jeter Wealth Management LLC 4
Unique Wealth Strategies, LLC 4
Deuterium Capital Management, LLC 4
M&G Plc 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
Cedar Capital, Llc 4
La Financiere De L'echiquier 4
Signature Resources Capital Management, LLC 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
Rampart Investment Management Company, LLC 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
Black Maple Capital Management LP 4
Connors Investor Services Inc 4
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 4
Western Pacific Wealth Management, LP 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 4
aeris Capital Holding GmbH 4
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 4
Palantir Technologies Inc. 4
Summitview Investment Management 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
Mbb Public Markets I Llc 4
Jensen Investment Management Inc 4
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 4
Xn Lp 4
Trillium Asset Management, Llc 4
Ardmore Road Asset Management LP 4
MIG Capital, LLC 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
ASR Vermogensbeheer N.V. 4
Crowley Wealth Management, Inc. 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
HHR Asset Management, LLC 4
Savvy Advisors, Inc. 4
Capricorn Fund Managers Ltd 4
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 4
Palliser Capital (UK) Ltd 4
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 4
VMIDX - VALIC Co I - Mid Cap Index Fund 4
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 4
Bwcp, Lp 4
Eschler Asset Management LLP 4
Blue Owl Capital Holdings LP 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 4
Krs Capital Management, Llc 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 4
Marathon Partners Equity Management, LLC 4
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund 4
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
Parnassus Investments /ca 4
Integrity Capital Management (HK) Ltd 4
Ferox Capital LLP 4
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 4
City National Bank 4
Re Advisers Corp 4
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 4
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 4
Hosking & Co Ltd 4
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 4
Mariner Wealth Advisors-NYC, LLC 4
American Beacon Advisors, Inc. 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
Loeb Offshore Management LP 4
CarsonAllaria Wealth Management, Ltd. 4
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
Millstone Evans Group, LLC 4
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 4
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 4
Kendall Square Capital, LLC 4
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
HST Ventures, LLC 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 4
Congress Wealth Management LLC / DE / 4
Atlantic Edge Private Wealth Management, LLC 4
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
Cascade Investment Advisors, Inc. 4
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 4
Dixon Hughes Goodman Wealth Advisors LLC 4
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 4
Stux Capital Management, LLC 4
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 4
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 4
O'Brien Wealth Partners LLC 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
PENN SERIES FUNDS INC - Small Cap Value Fund 4
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 4
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 4
Marathon Capital Management 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 4
Norway Savings Bank 4
First Command Bank 4
First Command Financial Services, Inc. 4
Harbor Advisors LLC 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 4
Radnor Capital Management, LLC 4
AMH Equity Ltd 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 4
Farmers & Merchants Trust Co of Chambersburg PA 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
Private Advisory Group LLC 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
New Capital Management LP 4
Stone House Investment Management, LLC 4
Fusion Family Wealth LLC 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 4
Soma Equity Partners Lp 4
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 4
Formidable Asset Management, LLC 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
Guardian Capital Lp 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 4
Cpwm, Llc 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
Winnow Wealth Llc 4
Lee Capital Management LP 4
Argentus Capital Management, LLC 4
Amplify ETF Trust - Amplify Video Game Tech ETF 4
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 4
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 4
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 4
Masters Capital Management Llc 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
Empire Life Investments Inc. 4
BlackRock ESG Capital Allocation Trust 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 4
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 4
Sapience Investments, LLC 4
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF 4
Caldera Capital, LLC 4
BARING ASSET MANAGEMENT Ltd 4
University Of Notre Dame Du Lac 4
Absolute Investment Advisers Llc 4
Flaharty Asset Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
Almanack Investment Partners, LLC. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
McElhenny Sheffield Capital Management, LLC 4
Wsfs Capital Management, Llc 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
Amplify ETF Trust - Amplify Thematic All-Stars ETF 4
Doyle Wealth Management 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 4
Heritage Trust Co 4
Global Financial Private Capital, LLC 4
Circle Wealth Management, LLC 4
Keeley-Teton Advisors, LLC 4
Pillar Pacific Capital Management Llc 4
North Star Asset Management Inc 4
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 4
Watermark Asset Management, Inc. 4
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 4
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
Crescent Grove Advisors, LLC 4
Bridge City Capital, LLC 4
Delta Lloyd Asset Management N.v. 4
Cruiser Capital Advisors, Llc 4
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 4
Promus Capital, LLC 4
Ahrens Investment Partners LLC 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
Ferris Capital, Llc 4
Border to Coast Pensions Partnership Ltd 4
Edge Advisors, Llc 4
Vision Financial Markets Llc 4
Security National Bank 4
Sompo Japan Nipponkoa Asset Management Co.,ltd. 4
Copeland Capital Management, LLC 4
Landaas & Co /wi /adv 4
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
JTC Employer Solutions Trusteee Ltd 4
S-Bank Fund Management Ltd 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
17 Capital Partners, Llc 4
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
WoodTrust Financial Corp 4
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 4
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 4
Main Street Research LLC 4
Catalytic Wealth RIA, LLC 4
Emfo, Llc 4
Sustainable Growth Advisers, LP 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
Global Trust Asset Management, LLC 4
WESPAC Advisors, LLC 4
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
Soviero Asset Management, LP 4
Siemens Fonds Invest GmbH 4
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 4
MCHI - iSHARES TRUST - iShares MSCI China ETF 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 4
Claymore Exchange-traded Fund Trust 2 4
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
WMS Partners, LLC 4
PAX Financial Group, LLC 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 4
Bernzott Capital Advisors 4
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 4
INVN - Alger ETF Trust - Alger Russell Innovation ETF 4
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 4
Modus Advisors, LLC 4
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 4
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 4
Brown, Lisle/cummings, Inc. 4
Elliott Investment Management L.P. 4
Global X Japan Co., Ltd. 4
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
Usaa Etf Trust 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 4
Morgens Waterfall Vintiadis & Co Inc 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 4
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 4
Concourse Capital Management, LLC 4
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 4
First Growth Investment Manager LP 4
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 4
Bank of Jackson Hole Trust 4
Private Capital Management, LLC 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
Hudson Portfolio Management LLC 4
Ironwood Investment Counsel, LLC 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
World Equity Group, Inc. 4
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Ceera Investments, Llc 4
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 4
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 4
Alaethes Wealth LLC 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 4
Paradigm, Strategies in Wealth Management, LLC 4
Fairfax Financial Holdings Ltd/ Can 4
1858 Wealth Management, Llc 4
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 4
Roxbury Financial LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
Abc Arbitrage Sa 4
FS Series Trust - FS Market Neutral Fund Class I 4
PENN SERIES FUNDS INC - Smid Cap Growth Fund 4
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 4
Advisors Capital Management, LLC 4
Red Door Wealth Management, LLC 4
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 4
PENN SERIES FUNDS INC - Index 500 Fund 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
Boston Family Office Llc 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
Gabelli Dividend & Income Trust 4
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 4
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 4
Delta Global Management LP 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 4
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 4
Systematic Alpha Investments, LLC 4
Amica Mutual Insurance Co 4
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 4
Profunds - Profund Vp Large-cap Value 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund 4
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
Aris Wealth Services, Inc. 4
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 4
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
Harris Associates L P 4
Bell Bank 4
Capitolis Liquid Global Markets LLC 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund 4
WUSAX - WANGER ADVISORS TRUST - Wanger USA 4
Penbrook Management LLC 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 4
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 4
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
Sachem Head Capital Management LP 4
Baron Silver Stevens Financial Advisors, Llc 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
Trust For Advisor Solutions 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 4
King Street Capital Management, L.p. 4
Alamar Capital Management, LLC 4
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 4
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 4
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 4
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
Transamerica Partners Portfolios 4
Transamerica Partners Funds Group Ii 4
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 4
Main Street Financial Solutions, LLC 4
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
VELA Funds - VELA Large Cap 130/30 Fund Class I 4
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 4
Transamerica Partners Funds Group 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
Blackrock 2022 Global Income Opportunity Trust 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
Integrated Wealth Counsel, Llc 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 4
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 4
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 4
Kentucky Retirement Systems Insurance Trust Fund 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 4
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 4
AtonRa Partners 4
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
Tacita Capital Inc 4
Liberty All Star Equity Fund 4
WIREX - PFS FUNDS - Wireless Fund 4
Gladstone Capital Management LLP 4
Freedman Financial Associates, Inc. 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
Connable Office Inc 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
Credit Suisse Asset Management Income Fund Inc 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 4
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 4
Freemont Management S.A. 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Oppenheimer Global Multi Strategies Fund 4
Hall Laurie J Trustee 4
Engine No. 1 Llc 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 4
Prudential Short Duration High Yield Fund, Inc. 4
Ada Investment Management, LP 4
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 4
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 4
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
XN Exponent Advisors LLC 4
Investment Counselors Of Maryland Llc 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
Clear Investment Research, Llc 4
Jana Partners Llc 4
Hirtle Callaghan & Co LLC 4
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 4
True Link Financial Advisors, LLC 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
First Growth Capital Management LLC 4
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 4
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 4
John Hancock Investors Trust 4
Estabrook Capital Management 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
Collaborative Holdings Management LP 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
Profunds - Profund Vp Mid-cap Growth 4
BOK Financial Private Wealth, Inc. 4
Distillate Capital Partners LLC 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
TCG Advisory Services, LLC 4
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
Coastal Investment Management, L.p. 4
SkyOak Wealth, LLC 4
Bank Hapoalim Bm 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
Bennett Lawrence Management L L C/ny 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 4
Cary Street Partners Asset Management Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 4
Profunds - Profund Vp Ultramid-cap 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
Clough Global Dividend & Income Fund 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 4
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4
Elliott Associates, L.P. 4
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
Fairman Group, LLC 4
Leisure Capital Management 4
Linscomb & Williams, Inc. 4
Fairscale Capital, LLC 4
Elevated Capital Advisors, LLC 4
SeaBridge Investment Advisors LLC 4
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
Profunds - Profund Vp Bull 4
Union Bancaire Privee, UBP SA 4
Financial Avengers, Inc. 4
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 4
Cowa, Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
Profunds - Profund Vp Ultrabull 4
Perennial Investment Advisors, LLC 4
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 4
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
Vanguard Morgan Growth Fund 4
Dixon Hubard Feinour & Brown Inc/va 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
Kesler, Norman & Wride, LLC 4
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 4
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 4
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 4
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 4
DB Wealth Management Group, LLC 4
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 4
Spdr S&p Midcap 400 Etf Trust 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
Spdr S&p 500 Etf Trust 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
Rowland Carmichael Advisors Inc /adv 4
Future Financial Wealth Managment LLC 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 4
Decker Retirement Planning Inc. 4
Halbert Hargrove Global Advisors, Llc 4
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 4
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 4
Marshall Financial Group LLC 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 4
Capstone Triton Financial Group, LLC 4
ESL Trust Services, LLC 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 4
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 4
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 4
AMS Capital Ltda 4
Choate Investment Advisors 4
Holistic Financial Partners 4
Veritas Asset Management LLP 4
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 4
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 4
Fwl Investment Management, Llc 4
Dreman Value Management, L L C 4
LifePro Asset Management 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Polunin Capital Partners Ltd 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
BLPIX - Profunds - Bull Profund Investor Class 4
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
Nichols Asset Management LLC 4
Sarasin & Partners LLP 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
Poehling Capital Management, LLC 4
Pathway Capital Management, Lp 4
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 4
Mine & Arao Wealth Creation & Management, LLC. 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 4
Arcadia Investment Advisors Llc 4
CBIZ Investment Advisory Services, LLC 4
Adirondack Trust Co 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
Cerrano Capital Management Lp 4
Tikvah Management LLC 4
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 4
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4
First Command Advisory Services, Inc. 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
HoyleCohen, LLC 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
Vanguard Capital Wealth Advisors 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
Dynasty Wealth Management, Llc 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
Slow Capital, Inc. 4
Bryn Mawr Capital Management Inc 4
Mastrapasqua Asset Management Inc 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 4
Acorn Wealth Advisors, LLC 4
Horizon Financial Services, Llc 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
D.B. Root & Company, LLC 4
CastleArk Alternatives, LLC 4
Paulson Wealth Management Inc. 4
Ennismore Fund Management Ltd 4
Vivaldi Opportunities Fund 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
First Pacific Financial 4
Planned Solutions, Inc. 4
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 4
Paulson & Co. Inc. 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
Burleson & Company, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
Varma Mutual Pension Insurance Co 4
CHIC - Global X Funds - Global X MSCI China Communication Services ETF 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
JSF Financial, LLC 4
Allianz Se 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
Ag2r La Mondiale Gestion D'actifs 4
General Electric Co 4
Rheos Capital Works Inc. 4
F3Logic, LLC 4
Fs Credit Income Fund 4
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
Stony Point Capital LLC 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
Quad-Cities Investment Group, LLC 4
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
Howard Capital Management Inc. 4
Pinpoint Asset Management Ltd 4
L2 Asset Management, LLC 4
Altium Wealth Management LLC 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
Greenline Partners, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 4
Brand Asset Management Group, Inc. 4
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 4
Pflug Koory, LLC 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
Teamwork Financial Advisors, LLC 4
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) 4
Cypress Capital Management Llc 4
Fiduciary Trust Co 4
Portfolio Strategies, Inc. 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
Six Circles Trust - Six Circles Global Bond Fund 4
Penn Mutual Asset Management, LLC 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
Vectors Research Management, LLC 4
Durable Capital Partners LP 4
B. Riley Fbr, Inc. 4
ORG Wealth Partners, LLC 4
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 4
Prudent Man Advisors, LLC 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
Ofi Carlyle Private Credit Fund 4
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
Delta Investment Management, LLC 4
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 4
Lavaca Capital Llc 4
Parkman Healthcare Partners LLC 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
Ellis Investment Partners, LLC 4
Sirios Capital Management L P 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 4
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 4
Chesley Taft & Associates LLC 4
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
Personal Wealth Partners 4
Angeles Investment Advisors, LLC 4
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 4
Tcg Advisors, Lp 4
Old North State Trust, LLC 4
Madison Investment Holdings Inc 4
Lee Capital Asset Management Llc 4
Mizuho Securities Usa Llc 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
Paradigm Financial Partners, Llc 4
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 4
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 4
Edmond De Rothschild Asset Management (france) 4
Ascent Wealth Partners, LLC 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
Kinneret Advisory, LLC 4
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 4
Asahi Life Asset Management Co., Ltd. 4
3G Capital Partners LP 4
North Peak Capital Management, LLC 4
South Texas Money Management Ltd 4
Semmax Financial Advisors Inc. 4
Toms Capital Investment Management Lp 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 4
Maseco Llp 4
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 4
SCS Capital Management LLC 4
Campbell Wealth Management 4
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 4
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 4
Greenvale Capital LLP 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
DG Capital Management, LLC 4
Meridian Wealth Advisors, LLC 4
Lead Edge Capital Management, LLC 4
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 4
Salomon & Ludwin, LLC 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Cynosure Management, Llc 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
Edge Capital Group, LLC 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF 4
Gyl Financial Synergies, Llc 4
Maryland Capital Management 4
Hohimer Wealth Management, Llc 4
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 4
Western Wealth Management, LLC 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
Clarfeld Financial Advisors, Llc 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 4
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
NIXT - EA Series Trust - Research Affiliates Deletions ETF 4
FSA Wealth Management LLC 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
Old Well Partners, LLC 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 4
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
Cota Capital Management, LLC 4
Clifford Swan Investment Counsel Llc 4
D L Carlson Investment Group Inc 4
Pinnacle Holdings, LLC 4
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
C-J Advisory, Inc. 4
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 4
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF 4
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 4
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 4
WT Asset Management Ltd 4
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 4
Welch & Forbes Llc 4
Patton Fund Management, Inc. 4
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
Bleichroeder LP 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
Comprehensive Financial Management LLC 4
Poplar Forest Capital LLC 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 4
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
Munder Series Trust 4
Cabot Wealth Management Inc 4
MFCPX - M FUND INC - M Capital Appreciation Fund 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
Walled Lake Planning & Wealth Management, Llc 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
Nova Wealth Management, Inc. 4
Gunderson Capital Management Inc. 4
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 4
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 4
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 4
Transcendent Capital Group LLC 4
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
Veracity Capital LLC 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 4
Andor Capital Management, L.l.c. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 4
Graypoint LLC 4
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 4
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 4
Parsons Capital Management Inc/ri 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 4
Argent Advisors, Inc. 4
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
Highline Wealth Partners Llc 4
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 4
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 4
Wall Street Access Asset Management, LLC 4
Platinum Management (NY) LLC 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 4
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
Gyroscope Capital Management Group, Llc 4
Act Ii Management, Lp 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
Sigma Capital Management Llc 4
Francisco Partners Management, LP 4
Modera Wealth Management, LLC 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
Bard Associates Inc 4
Kcm Investment Advisors Llc 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
Vestor Capital, Llc 4
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 4
Beacon Financial Group 4
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 4
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 4
CT Financial Advisors LLC 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
Cohen & Steers, Inc. 4
Homrich & Berg 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
Coppell Advisory Solutions Corp. 4
Ipswich Investment Management Co., Inc. 4
Oarsman Capital, Inc. 4
Lehman Financial Resources, Inc. 4
Authentikos Wealth Advisory, LLC 4
V-Square Quantitative Management LLC 4
AlphaQ Advisors LLC 4
BSW Wealth Partners 4
Jarislowsky, Fraser Ltd 4
New England Research & Management, Inc. 4
Carlson Capital Management 4
Fifth Third Wealth Advisors LLC 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
Taylor Wealth Management Partners 4
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 4
Allstate Investment Management Co 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
PFG Investments, LLC 4
Meristem Family Wealth, LLC 4
Avalon Trust Co 4
Exchange Capital Management, Inc. 4
United Asset Strategies, Inc. 4
Laurel Wealth Planning LLC 3
Sugar Maple Asset Management, LLC 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 3
Paragon Capital Management LLC 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 3
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 3
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
Confluence Investment Management Llc 3
Wallace Hart LLC 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
Absolute Gestao de Investimentos Ltda. 3
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 3
Mendon Capital Advisors Corp 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 3
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 3
New Covenant Trust Company, N.A. 3
Mowery & Schoenfeld Wealth Management, LLC 3
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 3
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 3
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 3
FDNI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones International Internet ETF 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 3
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
Bank Pictet & Cie (asia) Ltd 3
Profunds - Profund Vp Mid-cap Value 3
Profunds - Profund Vp Large-cap Growth 3
FJ Capital Management LLC 3
Profunds - Profund Vp Nasdaq-100 3
Profunds - Profund Vp Ultranasdaq-100 3
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 3
Bristol John W & Co Inc /ny/ 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
Corrado Advisors, Llc 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Asher Enterprises Inc 3
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
Iberiabank Corp 3
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 3
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
Chelsea Counsel Co 3
Fiduciary Family Office, Llc 3
Hilltop National Bank 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
Robeco Schweiz AG 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 3
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 3
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 3
Horizon Investment Services, LLC 3
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
Us Financial Advisors, Llc 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 3
Cypress Capital Group 3
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
Braun Stacey Associates Inc 3
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 3
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 3
BUG - Global X Funds - Global X Cybersecurity ETF 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
Dfa Investment Trust Co - The Emerging Markets Series 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 3
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 3
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
Courage Capital Management Llc 3
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A 3
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 3
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
LionEye Capital Management LLC 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 3
Willis Investment Counsel 3
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
Watershed Asset Management, L.L.C. 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
Saturna Capital CORP 3
Murphy Michael R 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
Relyea Zuckerberg Hanson LLC 3
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 3
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 3
Belmont Capital, LLC 3
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 3
Silicon Hills Wealth Management, LLC 3
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 3
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 3
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 3
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 3
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 3
Fox Point Capital Management LLC 3
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 3
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 3
Ensemble Capital Management, LLC 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
Southeast Asset Advisors Inc. 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 3
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 3
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
SMITH HAYES Advisers, Inc 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 3
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 3
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
LGPIX - Profunds - Large-cap Growth Profund Investor Class 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 3
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 3
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF 3
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 3
Unterberg Capital LLC 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 3
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 3
Phocas Financial Corp. 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
Staley Capital Advisers Inc 3
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class 3
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 3
National Penn Investors Trust Co /pa 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Mcdaniel Terry & Co 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 3
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 3
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 3
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 3
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 3
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 3
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 3
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 3
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 3
Headinvest, Llc 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 3
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
Legion Partners Asset Management, LLC 3
First Commonwealth Financial Corp /pa/ 3
Proathlete Wealth Management Llc 3
Able Wealth Management LLC 3
Boston Financial Mangement Llc 3
Sivia Capital Partners, LLC 3
Vima Llc 3
Long Island Wealth Management, Inc. 3
VSR Financial Services, Inc. 3
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 3
Clarity Asset Management, Inc. 3
Reliance Trust Co Of Delaware 3
AlTi Global, Inc. 3
QSV Equity Investors LLC 3
Systematic Portfolios LLC 3
Main Street Group, LTD 3
Torno Capital, Llc 3
Van Den Berg Management I, Inc 3
Scalar Gauge Management, Llc 3
Cartica Management, LLC 3
Sharkey, Howes & Javer 3
Wealth Preservation Advisors, LLC 3
VestGen Advisors, LLC 3
Fulton Breakefield Broenniman Llc 3
OneAscent Investment Solutions LLC 3
Pinnacle Advisory Group, Inc. 3
Global Thematic Partners, LLC 3
Lbmc Investment Advisors, Llc 3
Goelzer Investment Management, Inc. 3
BTC Capital Management, Inc. 3
Lebenthal Holdings,LLC 3
First Trust Investment Solutions L.P. 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
Guyasuta Investment Advisors Inc 3
Mariner Investment Group Llc 3
Focus Financial Network Inc /adv 3
Chesapeake Capital Corp /il/ 3
Beck Mack & Oliver Llc 3
Scott & Selber, Inc. 3
Tidemark, LLC 3
Kiely Wealth Advisory Group, Inc. 3
Lourd Capital, LLC 3
Iron Financial, LLC 3
Altai Capital Management, L.P. 3
Rnc Capital Management Llc 3
300 North Capital, Llc 3
Burnham Asset Management Corp /ny/ 3
Badgley Phelps & Bell Inc 3
Evergreen Private Wealth LLC 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
Quotient Wealth Partners, LLC 3
Argyle Capital Management Inc. 3
North Capital, Inc. 3
Essex Financial Services, Inc. 3
TD Securities (USA) LLC 3
Phillips Financial Management, Llc 3
Stance Capital Llc 3
Coronation Asset Management (Pty) Ltd. 3
High Point Bank & Trust Co 3
Mondrian Investment Partners LTD 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
Advisor Partners Llc 3
Naples Money Management LLC 3
Top Ace Asset Management Ltd 3
CHGX - EA Series Trust - Stance Sustainable Beta ETF 3
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 3
Prospector Partners Llc 3
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 3
Montecito Bank & Trust 3
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 3
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 3
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 3
Hillman Co 3
Asset Advisors Corp 3
Tufton Capital Management 3
Monroe Bank & Trust/mi 3
Marquette Asset Management, LLC 3
Biondo Investment Advisors, LLC 3
Aspen Investment Management Inc 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
Roanoke Asset Management Corp/ Ny 3
FundVantage Trust - Polen Growth & Income Fund Institutional Class 3
HG Vora Capital Management, LLC 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
Gw Henssler & Associates Ltd 3
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 3
Ramirez Asset Management, Inc. 3
NEOS Investment Management LLC 3
Ksa Capital Management, Llc 3
New England Investment & Retirement Group, Inc. 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Charter Trust Co 3
Deroy & Devereaux Private Investment Counsel Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 3
Tencent Holdings Ltd 3
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 3
Tiaa Trust, National Association 3
Marietta Investment Partners Llc 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
Eagle Global Advisors Llc 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
BluePath Capital Management, LLC 3
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 3
BancorpSouth Inc 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
Westend Capital Management LLC 3
Fca Corp /tx 3
Fidelity Multi-Strategy Credit Fund 3
Total Wealth Planning & Management, Inc. 3
Johanson Financial Advisors, Inc. 3
Chatham Capital Group, Inc. 3
Financial Sense Advisors, Inc. 3
Cutter & CO Brokerage, Inc. 3
Rothschild Capital Partners, LLC 3
Nippon Life Insurance Co 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
First Beijing Investment Ltd 3
Camarda Financial Advisors, LLC 3
Fort Pitt Capital Group, Llc 3
Klingenstein Fields & Co Lp 3
Genus Capital Management Inc. 3
Decatur Capital Management, Inc. 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 3
Coalescence Partners Investment Management, LP 3
Evanson Asset Management, LLC 3
Concorde Asset Management, LLC 3
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 3
Cim, Llc 3
Marathon Asset Management Llp 3
Appleton Partners Inc/ma 3
Elm Advisors, Llc 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
American Research & Management Co. 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
Northside Capital Management, LLC 3
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 3
UNIVEST FINANCIAL Corp 3
Abner Herrman & Brock Llc 3
Lord Abbett Floating Rate High Income Fund 3
City National Bank Of Florida /msd 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
Mpwm Advisory Solutions, Llc 3
First American Bank 3
Titleist Asset Management, Llc 3
Ewa, Llc 3
Pine Valley Investments Ltd Liability Co 3
Peachtree Investment Advisors, Inc. 3
St. Johns Investment Management Company, LLC 3
Dalton Greiner Hartman Maher & Co 3
Ofi Invest Asset Management 3
Quintet Private Bank (Europe) S.A. 3
Grassi Investment Management 3
Root Financial Partners, LLC 3
Hartwell J M Limited Partnership 3
Cullinan Associates Inc 3
B & T Capital Management DBA Alpha Capital Management 3
Van Cleef Asset Management,Inc 3
Nepsis, Inc. 3
Eagle Capital Management Llc 3
Gierl Augustine Investment Management Inc 3
Vontobel Asset Management Inc 3
Brown Capital Management Llc 3
Cornerstone Management, Inc. 3
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 3
Exxonmobil Investment Management Inc /tx 3
Bridger Management, Llc 3
Montrusco Bolton Investments Inc. 3
Cm Wealth Advisors Llc 3
Indiana Trust & Investment Management CO 3
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
Pensionfund DSM Netherlands 3
RVRB - ADVISORS SERIES TRUST - Reverb ETF 3
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 3
Park National Corp /oh/ 3
Deprince Race & Zollo Inc 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
EagleClaw Capital Managment, LLC 3
Milestone Investment Advisors LLC 3
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 3
HighTower Trust Services, LTA 3
Provenance Wealth Advisors, LLC 3
Ruedi Wealth Management, Inc. 3
ARGI Investment Services, LLC 3
Scott Marsh Financial, LLC 3
Compass Wealth Management LLC 3
Sterling Global Strategies LLC 3
One Capital Management, LLC 3
Foster & Motley Inc 3
Meeder Advisory Services, Inc. 3
American National Registered Investment Advisor, Inc. 3
Register Financial Advisors LLC 3
Fortis Capital Advisors, LLC 3
Willingdon Wealth Management 3
Ws Management Lllp 3
Capital Group Investment Management Pte. Ltd. 3
Limestone Investment Advisors LP 3
Beach Point Capital Management LP 3
STF Management LP 3
Grey Fox Wealth Advisors, LLC 3
Luminus Management Llc 3
Financial Freedom, LLC 3
Gratus Capital LLC 3
Weatherbie Capital, Llc 3
Capital Investment Counsel, Inc 3
Aspen Grove Capital, LLC 3
Verity & Verity, LLC 3
J.P. Turner & Co Capital Mnagement, LLC 3
Montag & Caldwell, Llc 3
Comerica Securities Inc 3
Delap Wealth Advisory, Llc 3
Nbt Bank N A /ny 3
Glenhill Advisors Llc 3
Starboard Value LP 3
Arista Wealth Management, LLC 3
Accredited Investors Inc. 3
River Wealth Advisors LLC 3
Guinness Asset Management LTD 3
Amica Pension Fund Board Of Trustees 3
Mid Continent Capital Llc/il 3
McGlone Suttner Wealth Management, Inc. 3
Fagan Associates, Inc. 3
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3
Cambiar Investors Llc 3
Live Your Vision, LLC 3
XY Capital Ltd 3
Saratoga Research & Investment Management 3
Endicott Management Co 3
Pennsylvania Trust Co 3
Northstar Asset Management Inc 3
Boyd Watterson Asset Management Llc/oh 3
FourThought Financial Partners, LLC 3
Smith, Moore & Co. 3
First American Trust, Fsb 3
Trium Capital LLP 3
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 3
Searle & Co. 3
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 3
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 3
Fenimore Asset Management Inc 3
Middleton & Co Inc/ma 3
Premier Asset Management Llc 3
Beese Fulmer Investment Management, Inc. 3
Zenit Asset Management AB 3
Tourbillon Capital Partners, L.P. 3
Nordwand Advisors, LLC 3
Parvin Asset Management, LLC 3
Trifecta Capital Advisors, LLC 3
Creative Capital Management Investments LLC 3
JDM Financial Group LLC 3
Odey Asset Management Group Ltd 3
Fund 1 Investments, LLC 3
Proxima Capital Management, LLC 3
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 3
Miller Value Partners, Llc 3
Archon Partners LLC 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 3
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 3
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 3
EdgePoint Investment Group Inc. 3
East Coast Asset Management, LLC. 3
Kazazian Asset Management, LLC 3
Columbia Asset Management 3
GM Advisory Group, Inc. 3
Stone Toro Investment Advisers, LP 3
Concert Wealth Management Inc. 3
Pecaut & Co. 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
Valentine Capital Asset Management, Inc. 3
WealthPlan Investment Management, LLC 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
Salient Capital Advisors, LLC 3
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 3
TUG - Listed Funds Trust - STF Tactical Growth ETF 3
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 3
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
Gabelli Equity Series Funds Inc 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 3
Weitz Investment Management, Inc. 3
Destrier Capital Management Llc 3
Azimuth Capital Investment Management LLC 3
Long Path Partners LP 3
Castlekeep Investment Advisors Llc 3
Plustick Management Llc 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
Rock Springs Capital Management LP 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
Doliver Advisors, Lp 3
Oliver Luxxe Assets LLC 3
Reyes Financial Architecture, Inc. 3
Ruiz John Hasan 3
Kalos Management, Inc. 3
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3
Ashburton (Jersey) Ltd 3
Lockheed Martin Investment Management Co 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Arcus Capital Partners, LLC 3
Springhouse Capital Management, LP 3
DGIN - VanEck ETF Trust - VanEck Digital India ETF 3
Quantum Private Wealth, LLC 3
Spartan Fund Management Inc. 3
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 3
FOURPOINTS Investment Managers, S.A.S. 3
Hutchens & Kramer Investment Management Group, LLC 3
Shanda Payment Holdings Ltd. 3
Apertura Capital, LLC 3
Geneva Capital Management Llc 3
GROW Partners, LLC 3
Fund Management at Engine No. 1 LLC 3
Lansing Street Advisors 3
Empirical Asset Management, LLC 3
Offit Capital Advisors Llc 3
LGT Fund Management Co Ltd. 3
Mufg Securities Americas Inc. 3
FSC Wealth Advisors, LLC 3
Rivulet Capital, Llc 3
Ancient Art, L.P. 3
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 3
Newbrook Capital Advisors LP 3
Ally Financial Inc. 3
Massar Capital Management, LP 3
Harbor Spring Capital, LLC 3
Chesapeake Partners Management Co Inc/md 3
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 3
Safeguard Financial, LLC 3
Smallwood Wealth Investment Management, LLC 3
Crawford Investment Counsel Inc 3
Oldfield Partners LLP 3
Meridian Investment Counsel Inc. 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
Wellesley Asset Management 3
Smith & Howard Wealth Management, LLC 3
SNS Financial Group, LLC 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
New England Private Wealth Advisors LLC 3
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 3
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 3
GKV Capital Management Co., Inc. 3
CTRU - Ark ETF Trust - ARK Transparency ETF 3
City State Bank 3
Key Client Fiduciary Advisors, LLC 3
Canada Post Corp Registered Pension Plan 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
Tyrian Investments, L.P. 3
Arrow Capital Management, LLC 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
Quest 10 Wealth Builders, Inc. 3
Vernier Capital Partners, Lp 3
Park Presidio Capital Llc 3
Richards, Merrill & Peterson, Inc. 3
Straightline Group Llc 3
Two Creeks Capital Management, LP 3
Kelly Lawrence W & Associates Inc/ca 3
Kingstown Capital Management L.p. 3
Clearfield Capital Management Lp 3
Hefty Wealth Partners 3
Simcoe Capital Management, LLC 3
White Elm Capital, LLC 3
EMS Capital LP 3
Claar Advisors LLC 3
Graham Capital Wealth Management, Llc 3
Icapital Wealth Llc 3
Akkr Management Company, Llc 3
Tilia Fiduciary Partners, Inc. 3
Hampton Road Capital Management LP 3
Strategic Capital Alternatives LLC 3
Cornerstone Capital, Inc. 3
Kestrel Investment Management Corp 3
Westport Asset Management Inc 3
Nations Financial Group Inc, /ia/ /adv 3
Farmers National Bank 3
Allegis Investment Advisors, LLC 3
Advance Capital I Inc 3
Cleararc Capital Inc 3
Avalon Global Asset Management LLC 3
CTC Capital Management, LLC 3
Pluribus Labs, LLC 3
Deimos Asset Management LLC 3
NexPoint Credit Strategies Fund 3
Whitefort Capital Management, LP 3
Journey Strategic Wealth Llc 3
Fft Wealth Management Llc 3
RE Dickinson Investment Advisors, LLC 3
Adirondack Research & Management Inc. 3
Institutional Venture Management XIII, LLC 3
Covalent Partners LLC 3
Gordian Capital Singapore Pte Ltd 3
Crescent Park Management, L.P. 3
Coupland Cardiff Asset Management LLP 3
New South Capital Management Inc 3
Sumit Capital, Llc 3
NS Partners Ltd 3
True North Advisors, LLC 3
Catapult Capital Management Llc 3
Sonora Investment Management Group, LLC 3
Seven Grand Managers, Llc 3
Alpine Partners USVI, LLC 3
Wisconsin Capital Management Llc 3
Masso Torrence Wealth Management Inc. 3
Mount Capital Ltd 3
Perimeter Capital Partners, LLC 3
Kms Financial Services, Inc 3
FRG Family Wealth Advisors LLC 3
Stiles Financial Services Inc 3
Crcm Lp 3
Harbert Fund Advisors, Inc. 3
Truffle Hound Capital, LLC 3
GraniteShares Advisors LLC 3
Connective Portfolio Management, LLC 3
Warren Street Wealth Advisors, LLC 3
Scissortail Wealth Management, LLC 3
LaSalle Street Capital Management, LLC 3
Marathon Capital Management 3
Kiker Wealth Management, LLC 3
Fsb Premier Wealth Management, Inc. 3
Delphi Private Advisors LLC 3
Perfromance Wealth Partners, LLC 3
Goodman Advisory Group, LLC 3
Astrantus Ltd 3
Riverwater Partners LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Generali Asset Management SPA SGR 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 3
CVI Investments, Inc. 3
Well Done, LLC 3
IMG Wealth Management, Inc. 3
FMQQ - EXCHANGE TRADED CONCEPTS TRUST - FMQQ The Next Frontier Internet & Ecommerce ETF 3
MTVR - EXCHANGE TRADED CONCEPTS TRUST - Fount Metaverse ETF 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
ELCO Management Co., LLC 3
DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF 3
FS Global Credit Opportunities Fund 3
Bnp Paribas 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
Index Fund Advisors, Inc. 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Arthur M. Cohen & Associates, Llc 3
Boreal Capital Management LLC 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Oxford Financial Group Ltd 3
Kolinsky Wealth Management, LLC 3
Rainier Group Investment Advisory LLC 3
Tpg Gp A, Llc 3
Daruma Capital Management Llc 3
Sarofim Fayez 3
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 3
Abbrea Capital, LLC 3
Concentric Wealth Management, Llc 3
Northwest Wealth Management, Llc 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
Key Square Capital Management LLC 3
Hunting Hill Global Capital, LLC 3
Perennial Advisors, LLC 3
Glenview Trust Co 3
Amtrust Financial Services, Inc. 3
Ashford Capital Management Inc 3
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 3
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 3
Gainplan LLC 3
Financial Advisors Network, Inc. 3
ICICI Prudential Asset Management Co Ltd 3
UG Investment Advisers Ltd. 3
Newfoundland Capital Management 3
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 3
SRB Corp 3
Bowie Capital Management, LLC 3
Lyell Wealth Management, Lp 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
Capital Income Builder 3
Badgley Phelps Wealth Managers, LLC 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
Old Mission Capital, Llc 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Woodson Capital Management, LP 3
EMG Holdings, L.P. 3
Steadfast Capital Management (UK) Ltd. 3
Capital Group Private Client Services, Inc. 3
22nw, Lp 3
Bodenholm Capital AB 3
AidennLair Capital Management LP 3
Marathon Asset Mgmt Ltd 3
Independent Wealth Network Inc. 3
US Asset Management LLC 3
Calvert Impact Fund Inc 3
Pacific Center for Financial Services 3
GSB Wealth Management, LLC 3
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 3
BlueSky Wealth Advisors, LLC 3
Chung Wu Investment Group, LLC 3
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 3
Israel Discount Bank of New York 3
Clear Perspective Advisors, LLC 3
Quattro Financial Advisors Llc 3
Blue Sky Asset Management, LLC 3
Adalta Capital Management LLC 3
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
JNL SERIES TRUST - JNL Bond Index Fund (I) 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 3
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 3
Summit X, LLC 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
Lynwood Capital Management Inc. 3
Acuta Capital Partners, Llc 3
Synergy Investment Management, LLC 3
Long Focus Capital Management, Llc 3
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
Ailanthus Capital Management, Lp 3
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
Spence Asset Management 3
Port Capital LLC 3
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 3
Green Alpha Advisors, LLC 3
IFG Advisory, LLC 3
NZS Capital, LLC 3
Pinnacle Wealth Advisors 3
Lester Murray Antman dba SimplyRich 3
Institutional Venture Partners XIII, L.P. 3
Guardian Life Insurance Co Of America 3
Triumph Capital Management 3
Smith Anglin Financial, LLC 3
PFG Advisors 3
Invst, LLC 3
Centricity Wealth Management, LLC 3
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 3
Financial Harvest, LLC 3
HMI Capital Management, L.P. 3
SUBZ - Listed Funds Trust - Roundhill Streaming Services & Technology ETF 3
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 3
Voya Emerging Markets High Dividend Equity Fund 3
Voya Asia Pacific High Dividend Equity Income Fund 3
Voya Global Advantage & Premium Opportunity Fund 3
BlackRock Innovation & Growth Trust 3
Voya Global Equity Dividend & Premium Opportunity Fund 3
Traub Capital Management LLC 3
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 3
Amcap Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
Advyzon Investment Management, LLC 3
CSM Advisors, LLC 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Nuveen Floating Rate Income Fund 3
Gries Financial Llc 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
Prudential Global Short Duration High Yield Fund, Inc. 3
Greenwoods Asset Management Hong Kong Ltd. 3
Pekin Hardy Strauss, Inc. 3
Td Asset Management Usa Funds Inc. 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 3
Gabelli Multimedia Trust Inc. 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
Connectus Wealth, LLC 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
PUREfi Wealth, LLC 3
Rivernorth Marketplace Lending Corp 3
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 3
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
Nuveen S&p 500 Buywrite Income Fund 3
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Nuveen Diversified Dividend & Income Fund 3
Waddell & Reed Advisors Funds 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
Kcg Americas Llc 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 3
Mayflower Financial Advisors, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
CBTG - Listed Funds Trust - Cabot Growth ETF 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 3
TIMOTHY PLAN - Timothy Strategic Variable 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 3
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
PGIM Short Duration High Yield Opportunities Fund 3
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 3
Valley Brook Capital Group, Inc. 3
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
Space Summit Capital LLC 3
Harvest Volatility Management Llc 3
John Hancock Hedged Equity & Income Fund 3
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
Capital Advantage, Inc. 3
Twin Lakes Capital Management, LLC 3
MRAD - GUINNESS ATKINSON FUNDS - SmartETFs Advertising & Marketing Technology ETF 3
Ewing Morris & Co. Investment Partners Ltd. 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
Hellman Jordan Management Co Inc /ma/ 3
Meyer Handelman Co 3
Himco Variable Insurance Trust 3
Orion Capital Management LLC 3
M Holdings Securities, Inc. 3
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 3
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 3
Colonial River Wealth Management, LLC 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
Apollo Tactical Income Fund Inc. 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 3
Crestone Asset Management LLC 3
Royce Global Value Trust, Inc. 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
New America High Income Fund Inc 3
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 3
Voss Capital, LLC 3
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 3
Ararat Capital Management, LP 3
Longboard Asset Management, LP 3
Cloverfields Capital Group, Lp 3
Delaware Investments Dividend & Income Fund, Inc 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
Hoese & Co LLP 3
InterOcean Capital Group, LLC 3
Capital Advisors Inc/ok 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Accident Compensation Corp 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
Greenwood Gearhart Inc 3
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 3
Green Harvest Asset Management LLC 3
Sovereign Financial Group, Inc. 3
Sentinel Group Funds Inc 3
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 3
Mcdonald Partners Llc 3
Curated Wealth Partners LLC 3
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 3
Sandell Asset Management Corp 3
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
Crews Bank & Trust 3
Serengeti Asset Management LP 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
Dymon Asia Capital (singapore) Pte. Ltd. 3
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 3
Allegheny Financial Group LTD 3
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 3
Franklin Templeton International Trust 3
American Independence Funds Trust 3
CFS Investment Advisory Services, LLC 3
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 3
CBOE Vest Financial, LLC 3
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 3
Ares Dynamic Credit Allocation Fund, Inc. 3
Horizons Etf Trust I 3
New York Life Trust Co 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Greenoaks Capital Partners Llc 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
Leverage Partners Absolute Return Fund SPC 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
ROAM Global Management LP 3
IvyRock Asset Management (HK) Ltd 3
Himension Fund 3
Cion Ares Diversified Credit Fund 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
Disciplined Growth Investors Inc /mn 3
Cypress Point Wealth Management, LLC 3
Phoenix Wealth Advisors 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
Value Partners Ltd /adv 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
Sand Hill Global Advisors, LLC 3
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 3
Partners Group Private Equity (master Fund), Llc 3
Bordeaux Wealth Advisors LLC 3
Wealth Management Partners, LLC 3
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 3
Atlanta Capital Management Co L L C 3
Doubleline Income Solutions Fund 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
DCM Advisors, LLC 3
Berbice Capital Management LLC 3
Avanza Fonder AB 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
Dreyfus High Yield Strategies Fund 3
Ab Pooling Portfolios 3
McClarren Financial Advisors, Inc. 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 3
MSS Series Trust - One Rock Fund 3
Capstone Series Fund Inc 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
Copperwynd Financial, LLC 3
PrairieView Partners, LLC 3
Northwest Capital Management Inc 3
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 3
Mjp Associates Inc /adv 3
MTM Investment Management, LLC 3
Trilogy Capital Inc. 3
Golden Green, Inc. 3
Capital CS Group, LLC 3
Crescent Capital Consulting, LLC 3
Arjuna Capital 3
DeDora Capital, Inc. 3
Taylor Hoffman Wealth Management 3
BlackRock ETF Trust - BlackRock Future Innovators ETF 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 3
Allen Capital Group, LLC 3
Sovarnum Capital L.p. 3
BKD Wealth Advisors, LLC 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 3
Lucia Wealth Services, Llc 3
Kaizen Advisory, Llc 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 3
Aft, Forsyth & Company, Inc. 3
Independent Solutions Wealth Management, LLC 3
Clifford Capital Partners Llc 3
PDS Planning, Inc 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
G&S Capital LLC 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Divergent Wealth Advisors, Llc 3
Compass Group Llc 3
Weil Company, Inc. 3
Seelaus Asset Management LLC 3
Pacific View Asset Management, Llc 3
Ironvine Capital Partners, LLC 3
Game Creek Capital, LP 3
Kendall Capital Management 3
Guardcap Asset Management Ltd 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
Rossmore Private Capital 3
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 3
EDUT - Global X Funds - Global X Education ETF 3
Tennessee Valley Asset Management Partners 3
Pelorus Jack Capital, L.p. 3
CCLA Investment Management Ltd 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
Whitener Capital Management, Inc. 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
Pathway Financial Advisors LLC 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
Standard Pacific Capital Llc/ca 3
Braun-Bostich & Associates Inc. 3
Blackrock Multi-sector Opportunities Trust 3
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 3
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 3
Cynosure Advisors, Llc 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
Foster Dykema Cabot & Co Inc/ma 3
Altium Capital Management LP 3
O'Dell Group, LLC 3
Go Etf Solutions Llp 3
Bel Air Investment Advisors Llc 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 3
Cozad Asset Management Inc 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
Andesa Financial Management Inc. 3
Timberline Asset Management LLC 3
Brinton Eaton, Llc 3
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 3
Canandaigua National Bank & Trust Co 3
SPX Equities Gestao de Recursos Ltda 3
7x7 Asset Management LLC 3
WFA of San Diego, LLC 3
Henry James International Management Inc. 3
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 3
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 3
Hotaling Investment Management, LLC 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
Dfpg Investments, Llc 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
Legacy Bridge, LLC 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
Signet Investment Advisory Group, Inc. 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
Summit Wealth & Retirement Planning, Inc. 3
Summit Financial, LLC 3
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 3
Costello Asset Management, INC 3
FTEKX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Technology Fund 3
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 3
Mizuho Securities Co. Ltd. 3
Ronald Blue & Co Llc 3
Broadview Advisors Llc 3
First National Bank of South Miami 3
MBM Wealth Consultants, LLC 3
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 3
Little House Capital Llc 3
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 3
Abundance Wealth Counselors 3
George Kaiser Family Foundation 3
Isomer Partners LP 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
Mirova 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
Bank Of Nova Scotia Trust Co 3
Portsea Asset Management LLP 3
Outlook Wealth Advisors, LLC 3
Guidance Point Advisors, LLC 3
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 3
Rwc Asset Advisors (us) Llc 3
New World Advisors LLC 3
Capital Financial Planning, LLC 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
Howard Financial Services, Ltd. 3
Inherent Group, Lp 3
MorganRosel Wealth Management, LLC 3
One Fin Capital Management LP 3
Brendel Financial Advisors LLC 3
Campbell Capital Management Inc 3
Waterloo Capital, L.P. 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Biltmore Capital Advisors LLC 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 3
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
Cohanzick Management, Llc 3
Occidental Asset Management, LLC 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 3
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 3
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 3
Lake Street Financial Llc 3
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
Jupiter Wealth Management LLC 3
DoubleLine Yield Opportunities Fund 3
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 3
Inscription Capital, LLC 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
Thor Advisors, Llc 3
Cheviot Value Management, LLC 3
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 3
Tradition Asset Management Llc 3
Enterprise Trust & Investment Co 3
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund 3
MidWestOne Financial Group, Inc. 3
Clear Creek Financial Management, LLC 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 3
FLP Wealth Management, LLC 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 3
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 3
Aip Series Trust 3
Principle Wealth Partners Llc 3
Onefund, Llc 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
Hcim Trust 3
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 3
Isi Strategy Fund Inc 3
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 3
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 3
Nasdaq Premium Income & Growth Fund Inc. 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
MBEQX - M FUND INC - M International Equity Fund 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
Xcel Wealth Management, LLC 3
Pacitti Group Inc. 3
Atalaya Capital Management LP 3
Stevard, LLC 3
Wellspring Financial Advisors, LLC 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
Orbimed Advisors Llc 3
YOKE - EA Series Trust - Yoke Core ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
Brandes Investment Partners, Lp 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 3
Courier Capital Llc 3
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 3
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 3
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Calamos Long/Short Equity & Dynamic Income Trust 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 3
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
Tandem Capital Management Corp /adv 3
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
Goodwin Daniel L 3
RGM Capital, LLC 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 3
MADDEN SECURITIES Corp 3
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
Tradition Capital Management Llc 3
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
Stephenson National Bank & Trust 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
Advanced Series Trust - Ast International Growth Portfolio 3
Advanced Series Trust - Ast High Yield Portfolio 3
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 3
Villanova Investment Management Co LLC 3
Bingham Osborn & Scarborough Llc 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
Balasa Dinverno & Foltz Llc 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 3
Polaris Capital Management, LLC 3
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 3
Lionsbridge Wealth Management LLC 3
Resonant Capital Advisors, LLC 3
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 3
Shelter Haven Capital Management, L.P. 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 3
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 3
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 3
Deseret Mutual Benefit Administrators 3
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 3
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
New Amsterdam Partners Llc/ny 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
Laidlaw Wealth Management LLC 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
Vanguard Specialized Funds 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
Akaris Global Partners, LP 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
Mission Creek Capital Partners, Inc. 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
Ballast Advisors Llc 3
Channing Capital Management, LLC 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
Paragon Capital Management Inc 3
Stonehill Capital Management Llc 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
Philadelphia Trust Co 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 3
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
RVER - Advisor Managed Portfolios - Trenchless Fund ETF 3
Iron Triangle Partners LP 3
Investment Research & Advisory Group, Inc. 3
MIK Capital, LP 3
Lloyds Banking Group plc 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 3
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 3
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 3
Parcion Private Wealth LLC 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 3
Centennial Bank/AR/ 3
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 3
Ariadne Wealth Management, LP 3
Okabena Investment Services Inc 3
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
Adams Wealth Management 3
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 3
Lloyd Advisory Services, LLC. 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
Intrust Bank Na 3
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
Advanced Research Investment Solutions, Llc 3
Militia Capital Partners, LP 3
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 3
Marks Group Wealth Management, Inc 3
Professional Financial Advisors, LLC 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
Horizon Bancorp Inc /in/ 3
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 3
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
Madison Wealth Management 3
Summit Wealth Group, LLC 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
Firestone Capital Management 3
TBH Global Asset Management, LLC 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
Stokes Family Office, LLC 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class 3
Grisanti Capital Management LLC 3
BlackRock Multi-Sector Opportunities Trust II 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
Invesco Qqq Trust, Series 1 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 3
Steel Peak Wealth Management LLC 3
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
Greylin Investment Mangement Inc 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
Lighthouse Financial Advisors, Inc. 3
Leelyn Smith, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 3
Aurora Private Wealth, Inc. 3
Minot Wealth Management LLC 3
Howard Wealth Management, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
Diversify Wealth Management, Llc 3
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
MBE Wealth Management, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 3
Opus Capital Group, LLC 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
Geller Advisors LLC 3
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 3
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
Seaport Global Asset Management Llc 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
MML Series Investment Fund II - MML Blend Fund Initial Class 3
MML Series Investment Fund II - MML Asset Momentum Fund Class II 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 3
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 3
General Atlantic Llc 3
Aspiriant, Llc 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 3
Evercore Trust Company, N.A. 3
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 3
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 3
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 3
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 3
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 3
Pzena Investment Management Llc 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
Fullcircle Wealth Llc 3
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Rs Investment Trust 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
Cobblestone Capital Advisors Llc /ny/ 3
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 3
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 3
Goldman Sachs Asset Management, L.p. 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
Tdam Usa Inc. 3
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
Fiduciary Financial Group, Llc 3
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF 3
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 3
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Bdf-gestion 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
Financial Engines Advisors L.L.C. 3
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 3
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 3
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 3
Jackson Wealth Management, LLC 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
Court Place Advisors, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
Barbara Oil Co. 3
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 3
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 3
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 3
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares 3
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 3
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
Cidel Asset Management Inc 3
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
EWG Elevate Inc. 3
VAMGX - VALIC Co II - Mid Cap Growth Fund 3
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
Institutional Investment Strategy Fund 3
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 3
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
Reinhart Partners, Inc. 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 3
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 3
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 3
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
QLD - PROSHARES TRUST - ProShares Ultra QQQ 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 3
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 3
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 3
VCGEX - VALIC Co I - Emerging Economies Fund 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 3
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
First National Trust Co 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
FNG - AdvisorShares Trust - ADVISORSHARES NEW TECH AND MEDIA ETF 3
Grandfield & Dodd, Llc 3
Grimes & Company, Inc. 3
Obermeyer Wood Investment Counsel, Lllp 3