Laboratory Apparatus And Analytical, Optical, Measuring, and Controlling Instruments - Largest Owners in this Industry

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

Investor Number of Known Investments
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 170
UBS Group AG 146
Morgan Stanley 145
Bank Of America Corp /de/ 143
Proequities, Inc. 142
Wells Fargo & Company/mn 138
Citadel Advisors Llc 135
Deutsche Bank Ag\ 135
Goldman Sachs Group Inc 134
Citigroup Inc 133
Jpmorgan Chase & Co 133
Royal Bank Of Canada 133
Barclays Plc 130
Millennium Management Llc 128
Susquehanna International Group, Llp 128
BlackRock, Inc. 127
Credit Suisse Ag/ 123
Tower Research Capital LLC (TRC) 122
Vanguard Group Inc 120
State Street Corp 120
Geode Capital Management, Llc 118
Fmr Llc 115
Jane Street Group, Llc 112
Bank of New York Mellon Corp 111
Advisor Group Holdings, Inc. 109
Renaissance Technologies Llc 108
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 105
Manufacturers Life Insurance Company, The 104
Northern Trust Corp 104
Invesco Ltd. 103
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 103
Pnc Financial Services Group, Inc. 102
Ameriprise Financial Inc 102
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 102
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 102
D. E. Shaw & Co., Inc. 100
Bank Of Montreal /can/ 100
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 100
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 98
Bnp Paribas Arbitrage, Sa 97
New York State Common Retirement Fund 96
Victory Capital Management Inc 96
Dimensional Fund Advisors Lp 96
Wolverine Asset Management Llc 95
Two Sigma Investments, Lp 95
American International Group, Inc. 94
Verition Fund Management LLC 93
Marshall Wace, Llp 93
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 93
Prelude Capital Management, Llc 93
Virtu Financial LLC 92
Simplex Trading, Llc 92
Price T Rowe Associates Inc /md/ 92
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 91
Creative Planning 91
Charles Schwab Investment Management Inc 90
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 90
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 90
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 89
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 89
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 89
IFP Advisors, Inc 89
SG Americas Securities, LLC 89
Cubist Systematic Strategies, LLC 87
Federated Hermes, Inc. 87
Walleye Trading LLC 86
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 86
Aqr Capital Management Llc 85
California State Teachers Retirement System 85
California Public Employees Retirement System 85
Walleye Capital LLC 85
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 84
Panagora Asset Management Inc 84
Parametric Portfolio Associates Llc 82
Legal & General Group Plc 82
Two Sigma Advisers, Lp 82
Allianz Asset Management GmbH 82
Us Bancorp \de\ 82
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 82
Captrust Financial Advisors 82
Rhumbline Advisers 81
Alliancebernstein L.p. 81
Squarepoint Ops LLC 81
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 81
Russell Investments Group, Ltd. 81
Acadian Asset Management Llc 81
Nomura Holdings Inc 81
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 81
Wellington Management Group Llp 81
Strs Ohio 81
Nuveen Asset Management, LLC 81
Gsa Capital Partners Llp 80
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 80
Northwestern Mutual Wealth Management Co 80
Ameritas Investment Partners, Inc. 80
Group One Trading, L.p. 79
BlackRock Fund Advisors 79
Balyasny Asset Management Llc 79
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 79
Ladenburg Thalmann Financial Services Inc 79
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 78
Ubs Ag 78
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 78
Jefferies Group LLC 78
Voya Investment Management Llc 78
Sei Investments Co 78
Metropolitan Life Insurance Co/ny 78
Hrt Financial Lp 78
Lazard Asset Management Llc 77
Schonfeld Strategic Advisors LLC 77
American Century Companies Inc 77
Qube Research & Technologies Ltd 77
Paloma Partners Management Co 76
Envestnet Asset Management Inc 76
Macquarie Group Ltd 76
Boothbay Fund Management, Llc 76
Tudor Investment Corp Et Al 75
Ubs Asset Management Americas Inc 75
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 75
Two Sigma Securities, Llc 75
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 73
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 73
BlackRock Institutional Trust Company, N.A. 73
Cutler Group LP 73
Stifel Financial Corp 72
MetLife Investment Management, LLC 72
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 72
PDT Partners, LLC 72
Principal Financial Group Inc 72
First Trust Advisors Lp 72
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 72
Amalgamated Bank 72
Bridgeway Capital Management Inc 72
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 72
Wolverine Trading, Llc 72
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 71
Man Group plc 71
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 71
Raymond James & Associates 71
BlackRock Investment Management, LLC 71
Franklin Resources Inc 71
ExodusPoint Capital Management, LP 70
State Board Of Administration Of Florida Retirement System 70
Zurcher Kantonalbank (Zurich Cantonalbank) 70
Prudential Financial Inc 70
Magnetar Financial LLC 69
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 68
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 68
Advisor Group, Inc. 68
Hsbc Holdings Plc 68
Comerica Bank 68
Quantbot Technologies LP 68
HighTower Advisors, LLC 68
Kcg Holdings, Inc. 68
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 68
Point72 Asset Management, L.P. 68
Advisory Services Network, LLC 68
ProShare Advisors LLC 67
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 67
XTX Topco Ltd 67
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 67
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 67
Polar Asset Management Partners Inc. 67
Highbridge Capital Management Llc 67
Vanguard Index Funds 66
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 66
Parallax Volatility Advisers, L.P. 66
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 66
Trexquant Investment LP 66
Rockefeller Capital Management L.P. 66
Cwm, Llc 65
Dynamic Technology Lab Private Ltd 65
BlueCrest Capital Management Ltd 65
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 65
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 65
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 65
Swiss National Bank 65
Nisa Investment Advisors, Llc 65
LPL Financial LLC 65
Fifth Third Bancorp 65
Neuberger Berman Group LLC 64
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 64
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 64
Engineers Gate Manager LP 64
Glenmede Trust Co Na 64
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 64
Thrivent Financial For Lutherans 64
Ground Swell Capital, LLC 64
A.R.T. Advisors, LLC 64
Jacobs Levy Equity Management, Inc 64
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 63
Marshall Wace North America L.P. 63
Steward Partners Investment Advisory, Llc 63
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 63
Gabelli Funds Llc 63
Huntington National Bank 63
O'shaughnessy Asset Management, Llc 63
Jump Financial, LLC 62
TCI Wealth Advisors, Inc. 62
Algert Global Llc 62
Bessemer Group Inc 62
Royce & Associates Lp 62
Parallel Advisors, LLC 62
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 62
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 62
Lord, Abbett & Co. Llc 62
Quadrant Capital Group Llc 62
Norges Bank 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 62
Putnam Investments Llc 62
Public Employees Retirement System Of Ohio 61
Ancora Advisors, LLC 61
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 61
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 61
Signaturefd, Llc 61
Nationwide Fund Advisors 61
SBI Securities Co., Ltd. 61
Oxford Asset Management Llp 61
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 60
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 60
Connor, Clark & Lunn Investment Management Ltd. 60
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 60
Arrowstreet Capital, Limited Partnership 60
Guggenheim Capital Llc 60
Ergoteles LLC 60
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 60
Teacher Retirement System Of Texas 60
Centiva Capital, LP 60
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 60
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 60
LMR Partners LLP 60
Calamos Advisors LLC 60
State Of Wisconsin Investment Board 60
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 60
BlackRock Advisors LLC 59
IWV - iSHARES TRUST - iShares Russell 3000 ETF 59
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 59
MUFG Americas Holdings Corp 59
Janus Henderson Group Plc 59
Pacer Advisors, Inc. 58
Spark Investment Management LLC 58
Raymond James Financial Inc 58
Point72 Hong Kong Ltd 58
Weiss Asset Management LP 58
Allworth Financial LP 58
Great West Life Assurance Co /can/ 58
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 58
Meeder Asset Management Inc 58
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 58
Los Angeles Capital Management Llc 58
Css Llc/il 58
Capstone Investment Advisors, Llc 57
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 57
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 57
Allspring Global Investments Holdings, LLC 57
Essex Investment Management Co Llc 57
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 57
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 57
GWM Advisors LLC 57
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 56
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 56
Laurion Capital Management LP 56
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 56
Private Advisor Group, LLC 56
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 56
Thompson Davis & Co., Inc. 56
Axa S.a. 56
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 56
Acrospire Investment Management LLC 56
M&t Bank Corp 56
Y-Intercept (Hong Kong) Ltd 56
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 56
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 56
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 55
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 55
EverSource Wealth Advisors, LLC 55
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 55
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 55
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 55
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 55
Janney Montgomery Scott LLC 55
Arizona State Retirement System 55
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 55
Russell Frank Co/ 55
Gotham Asset Management, LLC 55
First Horizon Advisors, Inc. 55
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 55
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 55
Mirae Asset Global Investments Co., Ltd. 55
Covestor Ltd 55
Federation des caisses Desjardins du Quebec 55
Principal Funds Inc 55
MetLife Securities, Inc 55
Raymond James Financial Services Advisors, Inc. 54
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 54
Sterling Capital Management LLC 54
Gamco Investors, Inc. Et Al 54
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 54
Cnh Partners Llc 54
Massmutual Trust Co Fsb/adv 54
Td Asset Management Inc 54
Mariner, LLC 54
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 54
Hillsdale Investment Management Inc. 54
Tiaa Cref Investment Management Llc 54
Teachers Advisors, Llc 54
KBC Group NV 54
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 53
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 53
D.a. Davidson & Co. 53
State of Tennessee, Treasury Department 53
NOSGX - Northern Funds - Northern Small Cap Value Fund 53
National Asset Management, Inc. 53
Dupont Capital Management Corp 53
Ronald Blue Trust, Inc. 53
PEAK6 Investments LLC 53
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 53
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 53
State of Wyoming 53
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 53
Public Employees Retirement Association Of Colorado 53
Alyeska Investment Group, L.P. 53
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 53
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 53
Commonwealth Equity Services, Llc 52
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 52
Truist Financial Corp 52
Cambridge Investment Research Advisors, Inc. 52
Dark Forest Capital Management Lp 52
Quadrature Capital Ltd 52
Blair William & Co/il 52
BlackRock Group LTD 52
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 52
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 52
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 52
Alpine Global Management, LLC 52
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 52
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 52
GAMMA Investing LLC 52
Aperio Group, LLC 51
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 51
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 51
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 51
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 51
FNY Investment Advisers, LLC 51
Toronto Dominion Bank 51
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 51
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 51
Amalgamated Financial Corp. 51
Parkside Financial Bank & Trust 51
Ellevest, Inc. 51
CIBC Private Wealth Group, LLC 51
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 51
EAM Investors, LLC 50
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 50
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 50
Farther Finance Advisors, LLC 50
Winton Capital Group Ltd 50
Clearbridge Investments, LLC 50
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 50
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 50
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 50
American Portfolios Advisors 50
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 50
Coldstream Capital Management Inc 50
Loomis Sayles & Co L P 50
Daiwa Securities Group Inc. 50
Glassman Wealth Services 50
Keybank National Association/oh 50
Lindbrook Capital, Llc 50
Kennedy Capital Management, Inc. 50
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 50
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 50
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 50
Capital Fund Management S.a. 50
Public Sector Pension Investment Board 50
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 50
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 50
Mackenzie Financial Corp 50
Assetmark, Inc 50
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 49
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 49
Fred Alger Management, Llc 49
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 49
Schroder Investment Management Group 49
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 49
Harbour Investments, Inc. 49
Campbell & CO Investment Adviser LLC 49
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 49
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 49
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 49
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 49
Clear Street Markets Llc 49
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 49
Zacks Investment Management 49
New York State Teachers Retirement System 48
Global Retirement Partners, LLC 48
Susquehanna Fundamental Investments, Llc 48
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 48
Managed Account Advisors Llc 48
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 48
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 48
PEAK6 Investments, L.P. 48
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 48
Alberta Investment Management Corp 48
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 48
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 48
Versant Capital Management, Inc 48
Canada Pension Plan Investment Board 48
OMERS ADMINISTRATION Corp 48
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 48
Nuveen, LLC 48
Teachers Retirement System Of The State Of Kentucky 48
Voloridge Investment Management, Llc 48
ClariVest Asset Management LLC 48
Mackay Shields Llc 48
Globeflex Capital L P 48
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 47
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 47
Healthcare Of Ontario Pension Plan Trust Fund 47
Aquatic Capital Management LLC 47
Profund Advisors Llc 47
State Farm Mutual Fund Trust 47
State Farm Variable Product Trust 47
Palisade Capital Management Llc/nj 47
QS Investors, LLC 47
Numeric Investors Llc 47
Point72 Middle East FZE 47
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 47
Emerald Acquisition Ltd. 47
Occudo Quantitative Strategies Lp 47
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 47
Ubs Oconnor Llc 47
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 47
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 47
DekaBank Deutsche Girozentrale 47
Hudson Bay Capital Management LP 47
Sonora Investment Management, LLC 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 47
Stratos Wealth Partners, LTD. 47
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 46
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 46
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 46
IWC - iSHARES TRUST - iShares Micro-Cap ETF 46
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 46
Jones Financial Companies Lllp 46
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 46
Assenagon Asset Management S.A. 46
Tfs Capital Llc 46
Capital Advisors, Ltd. LLC 46
NEXT Financial Group, Inc 46
Adage Capital Partners Gp, L.l.c. 46
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 46
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 46
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 46
First Republic Investment Management, Inc. 46
Municipal Employees' Retirement System of Michigan 46
Aigen Investment Management, Lp 46
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 46
Graham Capital Management, L.P. 46
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 46
Eaton Vance Management 46
Rothschild Investment Llc 46
Jennison Associates Llc 46
Cresset Asset Management, LLC 45
Cetera Advisor Networks LLC 45
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 45
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 45
RidgeWorth Capital Management LLC 45
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 45
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 45
Private Trust Co Na 45
Police & Firemen's Retirement System of New Jersey 45
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 45
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 45
Six Circles Trust - Six Circles Global Bond Fund 45
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 45
Amundi Pioneer Asset Management Inc 45
Corebridge Financial, Inc. 45
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 45
Piedmont Investment Advisors Llc 45
United Services Automobile Association 45
Mutual Of America Capital Management Llc 45
Credit Agricole S A 45
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 45
Advisors Asset Management, Inc. 45
Natixis Advisors, L.p. 45
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 44
Sowell Financial Services LLC 44
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 44
Bayesian Capital Management, LP 44
Texas Permanent School Fund 44
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 44
Oppenheimer & Co Inc 44
AdvisorNet Financial, Inc 44
True Wealth Design, LLC 44
Stephens Inc /ar/ 44
PineBridge Investments, L.P. 44
Larson Financial Group LLC 44
Stevens Capital Management Lp 44
Gemmer Asset Management LLC 44
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 44
Vanguard World Fund 44
Penserra Capital Management LLC 44
State of New Jersey Common Pension Fund D 44
Jefferies Financial Group Inc. 44
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 44
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 44
National Bank Of Canada /fi/ 44
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 44
Sofos Investments, Inc. 44
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 44
Ensign Peak Advisors, Inc 44
SRS Capital Advisors, Inc. 44
Suntrust Banks Inc 44
Spire Wealth Management 44
Intech Investment Management Llc 44
Louisiana State Employees Retirement System 44
Driehaus Capital Management Llc 44
Landscape Capital Management, L.l.c. 44
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 43
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 43
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 43
Profunds - Profund Vp Ultrasmall-cap 43
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 43
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 43
Ellington Management Group Llc 43
Point72 (DIFC) Ltd 43
Skopos Labs, Inc. 43
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 43
Cetera Investment Advisers 43
Oppenheimer Funds Inc 43
Natixis 43
NSIDX - Northern Funds - Northern Small Cap Index Fund 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43
Nicholas Investment Partners, LP 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 43
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
Airain ltd 43
HAP Trading, LLC 43
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 43
Oregon Public Employees Retirement Fund 43
Eagle Asset Management Inc 43
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 43
Candriam Luxembourg S.C.A. 43
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 43
Amundi 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 43
First Hawaiian Bank 43
Benjamin F. Edwards & Company, Inc. 43
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 43
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 43
Spot Trading L.L.C 43
Geneos Wealth Management Inc. 43
Profunds - Profund Vp Small-cap 43
Picton Mahoney Asset Management 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 42
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 42
LS Investment Advisors, LLC 42
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 42
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 42
IWM - iSHARES TRUST - iShares Russell 2000 ETF 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 42
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 42
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 42
Quantamental Technologies LLC 42
Virginia Retirement Systems Et Al 42
Shell Asset Management Co 42
Weiss Multi-Strategy Advisers LLC 42
Wealthspire Advisors, L.P. 42
Oppenheimer Asset Management Inc. 42
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 42
Versor Investments LP 42
Hartland & Co., LLC 42
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 42
Maven Securities LTD 42
Brown Advisory Inc 42
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 42
Guggenheim Active Allocation Fund 42
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 42
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 41
Vident Investment Advisory, LLC 41
Cerity Partners LLC 41
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 41
Pictet Asset Management Ltd 41
Cornerstone Capital Management Holdings Llc. 41
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 41
Nordea Investment Management Ab 41
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 41
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 41
Hancock Whitney Corp 41
Alps Advisors Inc 41
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 41
JustInvest LLC 41
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 41
Skandinaviska Enskilda Banken AB (publ) 41
Mercer Global Advisors Inc /adv 41
Mason Street Advisors, Llc 41
Manchester Capital Management LLC 41
Nomura Asset Management Co Ltd 41
Fox Run Management, L.l.c. 41
Massachusetts Financial Services Co /ma/ 41
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 41
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 41
Valeo Financial Advisors, LLC 41
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 41
MAI Capital Management 41
Old Mission Capital Llc 41
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 41
Whittier Trust Co 41
Principal Securities, Inc. 40
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 40
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 40
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 40
VCSLX - VALIC Co I - Small Cap Index Fund 40
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 40
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 40
Belpointe Asset Management LLC 40
Point72 Asia (Singapore) Pte. Ltd. 40
Private Capital Group, LLC 40
Fuller & Thaler Asset Management, Inc. 40
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 40
SLPIX - Profunds - Small-cap Profund Investor Class 40
Rehmann Capital Advisory Group 40
First Manhattan Co 40
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 40
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 40
Petrus Trust Company, LTA 40
AMP Capital Investors Ltd 40
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 40
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 40
State of Alaska, Department of Revenue 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
Aviva Plc 40
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 40
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 40
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 40
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 40
CENTRAL TRUST Co 40
Nine Chapters Capital Management LLC 40
Segall Bryant & Hamill, Llc 40
Capital Performance Advisors Llp 40
PENN SERIES FUNDS INC - Small Cap Index Fund 40
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 40
Quantitative Systematic Strategies LLC 40
Caitong International Asset Management Co., Ltd 40
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 40
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 40
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 40
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 40
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 40
Asset Management One Co., Ltd. 40
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 39
Handelsbanken Fonder AB 39
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 39
First Mercantile Trust Co 39
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 39
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 39
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 39
Bank Of Nova Scotia 39
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 39
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 39
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 39
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 39
Crossmark Global Holdings, Inc. 39
Humankind Benefit Corp - Humankind US Stock ETF 39
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 39
FORA Capital, LLC 39
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 39
IndexIQ Advisors LLC 39
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 39
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 39
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 39
First Quadrant L P/ca 39
Hutchin Hill Capital, LP 39
Brevan Howard Capital Management LP 39
VDAFX - VALIC Co I - Dynamic Allocation Fund 39
Harel Insurance Investments & Financial Services Ltd. 39
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 39
Quarry LP 39
CoreCap Advisors, LLC 39
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 39
Howe & Rusling Inc 39
NumerixS Investment Technologies Inc 39
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 39
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 39
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 39
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 39
Capstone Asset Management Co 39
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 39
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 39
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 39
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 39
Hantz Financial Services, Inc. 38
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 38
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 38
Smartleaf Asset Management LLC 38
Quest Partners LLC 38
Caxton Associates Lp 38
Sherbrooke Park Advisers Llc 38
FIL Ltd 38
Grantham, Mayo, Van Otterloo & Co. LLC 38
Van Eck Associates Corp 38
Hbk Investments L P 38
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 38
Brinker Capital Investments, LLC 38
United Capital Financial Advisers, Llc 38
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 38
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 38
Eqis Capital Management, Inc. 38
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 38
CIBC World Markets Inc. 38
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 38
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 38
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 38
Pathstone Family Office, Llc 38
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 38
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 38
Sawtooth Solutions, LLC 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 38
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 38
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 38
FDx Advisors, Inc. 38
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 38
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 38
Quantinno Capital Management LP 38
Blueshift Asset Management, LLC 38
Riverhead Capital Management Llc 38
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 38
VTL Associates, LLC 38
Tfs Capital Investment Trust 38
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 38
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 38
College Retirement Equities Fund 38
Atria Investments Llc 37
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 37
Menta Capital Llc 37
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 37
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 37
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 37
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 37
Employees Retirement System of Texas 37
Kestra Advisory Services, LLC 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 37
Paradigm Asset Management Co Llc 37
Atom Investors LP 37
Cibc World Markets Corp 37
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 37
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 37
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 37
Wealth Enhancement Advisory Services, Llc 37
International Assets Investment Management, Llc 37
Ameritas Investment Corp 37
Wealthcare Advisory Partners LLC 37
Bailard, Inc. 37
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 37
Bogart Wealth, LLC 37
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 37
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 37
Mirabella Financial Services Llp 37
Silvercrest Asset Management Group Llc 37
Sanctuary Advisors, LLC 37
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 37
Bell Investment Advisors, Inc 37
Weiss Strategic Interval Fund 37
Cadence Capital Management Llc 37
Exchange Traded Concepts, Llc 37
Baird Financial Group, Inc. 37
Venturi Wealth Management, LLC 37
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 37
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 37
Tocqueville Asset Management L.p. 37
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 37
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 37
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 37
Seven Eight Capital, Lp 37
Umb Bank N A/mo 37
Brown Brothers Harriman & Co 37
Moore Capital Management, Lp 37
Jfs Wealth Advisors, Llc 36
Gradient Investments LLC 36
Berman Capital Advisors, LLC 36
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 36
Caption Management, LLC 36
Regions Financial Corp 36
Vontobel Holding Ltd. 36
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 36
Concord Wealth Partners 36
Deere & Co 36
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 36
1832 Asset Management L.P. 36
Fortitude Family Office, LLC 36
Klp Kapitalforvaltning As 36
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 36
Pathstone Holdings, LLC 36
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 36
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 36
Cullen/frost Bankers, Inc. 36
Tarbox Family Office, Inc. 36
Ci Investments Inc. 36
TD Waterhouse Canada Inc. 36
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 36
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 36
CIBC Asset Management Inc 36
Hexagon Capital Partners LLC 36
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 36
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 36
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 36
Element Capital Management Llc 36
Stone Ridge Asset Management LLC 36
PENN SERIES FUNDS INC - International Equity Fund 36
Tcwp Llc 36
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 36
Carroll Financial Associates, Inc. 36
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 36
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 36
Twinbeech Capital Lp 36
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 36
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 36
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 36
Summit Trail Advisors, Llc 36
Itau Unibanco Holding S.A. 36
CWM Advisors, LLC 36
Mml Investors Services, Llc 36
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 35
Rise Advisors, LLC 35
Synovus Financial Corp 35
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 35
SOUTH STATE Corp 35
Teza Capital Management LLC 35
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 35
Reilly Financial Advisors, Llc 35
BRYN MAWR TRUST Co 35
FourThought Financial, LLC 35
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 35
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 35
Bridgefront Capital, LLC 35
Pinnacle Wealth Planning Services, Inc. 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Woodline Partners LP 35
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 35
Orion Portfolio Solutions, LLC 35
Cinctive Capital Management LP 35
Altshuler Shaham Ltd 35
Assured Investment Management LLC 35
Truvestments Capital Llc 35
Twin Tree Management, LP 35
Pictet Asset Management Sa 35
Toroso Investments, LLC 35
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 35
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 35
Headlands Technologies LLC 35
Prospera Financial Services Inc 35
Rafferty Asset Management, LLC 35
TFC Financial Management 35
CI Private Wealth, LLC 35
Martingale Asset Management L P 35
Advanced Series Trust - Ast Small-cap Growth Portfolio 35
AE Wealth Management LLC 35
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 35
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 35
Xponance, Inc. 35
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 35
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 35
Robeco Institutional Asset Management B.V. 35
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 35
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 35
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 35
Tiaa-cref Funds 35
Migdal Insurance & Financial Holdings Ltd. 34
Yousif Capital Management, Llc 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 34
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 34
Wipfli Financial Advisors Llc, 34
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 34
Creative Financial Designs Inc /adv 34
Farmers & Merchants Investments Inc 34
Mizuho Securities Usa Llc 34
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 34
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 34
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 34
Elkfork Partners LLC 34
Rialto Wealth Management, LLC 34
AHL Partners LLP 34
BNP Paribas Asset Management Holding S.A. 34
Standard Life Aberdeen plc 34
Stanley-Laman Group, Ltd. 34
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 34
FinTrust Capital Advisors, LLC 34
Vestcor Inc 34
BlackRock Japan Co. Ltd 34
Delpha Capital Management, Llc 34
Fisher Asset Management, LLC 34
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 34
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 34
Holocene Advisors, LP 34
Vantage Consulting Group Inc 34
Bogle Investment Management L P /de/ 34
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
Baker Avenue Asset Management, LP 34
Artisan Partners Limited Partnership 34
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 34
GW&K Investment Management, LLC 34
Irish Life Investment Managers Ltd. 34
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 34
Pictet Asset Management Holding SA 34
Legato Capital Management LLC 34
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 34
C M Bidwell & Associates Ltd 34
Sculptor Capital LP 34
FineMark National Bank & Trust 34
Csenge Advisory Group 34
GAM Holding AG 34
SJS Investment Consulting Inc. 34
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 34
Compagnie Lombard Odier SCmA 34
Caas Capital Management Lp 34
Catalyst Funds Management Pty Ltd 34
Banque Cantonale Vaudoise 34
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 34
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 34
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 34
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 33
ETRADE Capital Management LLC 33
Proficio Capital Partners LLC 33
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 33
Karp Capital Management Corp 33
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 33
Deerfield Management Company, L.p. (series C) 33
Chicago Equity Partners Llc 33
Kayne Anderson Rudnick Investment Management Llc 33
Pura Vida Investments, Llc 33
Smithfield Trust Co 33
Disciplined Investments, LLC 33
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 33
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 33
Alambic Investment Management, L.P. 33
Vantagepoint Funds 33
Maryland State Retirement & Pension System 33
Meadow Creek Investment Management LLC 33
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 33
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 33
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 33
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 33
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 33
QCVAX - Clearwater Investment Trust - Clearwater International Fund 33
Visium Asset Management, LP 33
Mason Street Advisors, Llc 33
VCAAX - VALIC Co I - Asset Allocation Fund 33
State Of Michigan Retirement System 33
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 33
Brandywine Global Investment Management, LLC 33
Harvest Fund Management Co., Ltd 33
Alphacrest Capital Management Llc 33
Universal- Beteiligungs- und Servicegesellschaft mbH 33
Bank Julius Baer & Co. Ltd, Zurich 33
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 33
Ieq Capital, Llc 33
Edmond De Rothschild Holding S.a. 33
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 33
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 33
Nebula Research & Development LLC 33
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
Sciencast Management LP 32
Steward Financial Group LLC 32
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 32
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 32
Atria Wealth Solutions, Inc. 32
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 32
Plante Moran Financial Advisors, LLC 32
Sumitomo Mitsui Trust Holdings, Inc. 32
Royce Value Trust Inc 32
Ameritas Advisory Services, LLC 32
Innealta Capital, Llc 32
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 32
Systematic Financial Management Lp 32
Quantitative Investment Management, LLC 32
Etf Managers Group, Llc 32
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 32
Old Mutual Customised Solutions (proprietary) Ltd 32
Evoke Wealth, Llc 32
UMA Financial Services, Inc. 32
Catalyst Capital Advisors LLC 32
Advisory Research Inc 32
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 32
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 32
MCF Advisors LLC 32
Aster Capital Management (DIFC) Ltd 32
Retirement Systems of Alabama 32
WFG Advisors, LP 32
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 32
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 32
Newbridge Financial Services Group, Inc. 32
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 32
Lombard Odier Asset Management (USA) Corp 32
Pitcairn Co 32
Jain Global LLC 32
Focused Wealth Management, Inc 32
Cetera Advisors LLC 32
Illinois Municipal Retirement Fund 32
Moors & Cabot, Inc. 32
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 32
Private Wealth Management Group, LLC 32
North Star Investment Management Corp. 32
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 32
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 32
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 32
Rational Advisors Llc 32
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 32
Securian Asset Management, Inc 32
First Citizens Bank & Trust Co 32
Prudential Plc 32
New York Life Investment Management Llc 32
Castleark Management Llc 32
Harbor Investment Advisory, Llc 32
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 31
Flagship Harbor Advisors, Llc 31
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 31
Patriot Financial Group Insurance Agency, LLC 31
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 31
Empowered Funds, LLC 31
Guardian Wealth Advisors, LLC 31
Great Lakes Advisors, Llc 31
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 31
Rydex Etf Trust 31
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 31
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 31
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 31
Schubert & Co 31
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 31
MASTER BOND LLC - Master Total Return Portfolio 31
USA Financial Portformulas Corp 31
Seacrest Wealth Management, Llc 31
Trustcore Financial Services, Llc 31
Crewe Advisors LLC 31
Commerce Bank 31
Veriti Management LLC 31
Diametric Capital, LP 31
We Are One Seven, LLC 31
Lombard Odier Asset Management (Switzerland) SA 31
Td Private Client Wealth Llc 31
Avantax Advisory Services, Inc. 31
Prestige Wealth Management Group LLC 31
Avion Wealth 31
Asset Dedication, LLC 31
EntryPoint Capital, LLC 31
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 31
Twin Peaks Wealth Advisors, LLC 31
Navellier & Associates Inc 31
Vident Advisory, LLC 31
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 31
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 31
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 31
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 31
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 31
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 31
Princeton Alpha Management LP 31
Snowden Capital Advisors LLC 31
Contravisory Investment Management, Inc. 31
Maverick Capital Ltd 31
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 31
Tompkins Financial Corp 31
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 31
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 31
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 31
Sandy Spring Bank 31
Cornerstone Planning Group LLC 31
Inceptionr Llc 31
Axq Capital, Lp 31
Caisse De Depot Et Placement Du Quebec 31
NewSquare Capital LLC 31
CenterStar Fund, LLC 31
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 31
Meridian Wealth Partners, LLC 31
Enterprise Financial Services Corp 31
Ethic Inc. 31
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 31
Convergence Investment Partners, LLC 31
Highland Capital Management Fund Advisors, L.p. 31
Ontario Teachers Pension Plan Board 31
Shelton Capital Management 31
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 31
Westwood Holdings Group Inc 31
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 30
GeoWealth Management, LLC 30
NN Investment Partners Holdings N.V. 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 30
GPS Wealth Strategies Group, LLC 30
Clinton Group Inc 30
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 30
GHP Investment Advisors, Inc. 30
Cordant, Inc. 30
Financial Gravity Companies, Inc. 30
Ashton Thomas Private Wealth, LLC 30
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 30
Trust Co Of Vermont 30
DAACX - Adviser Managed Trust - Diversified Equity Fund 30
Johnson Financial Group, Inc. 30
Scientech Research LLC 30
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 30
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 30
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 30
Fieldpoint Private Securities, LLC 30
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 30
Hm Payson & Co 30
Sei Trust Co 30
GV Financial Advisors 30
Money Concepts Capital Corp 30
Duality Advisers, Lp 30
Shepherd Kaplan Krochuk, Llc 30
Bokf, Na 30
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 30
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 30
Smith Asset Management Group Lp 30
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 30
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 30
Everence Capital Management Inc 30
Ing Groep Nv 30
Winslow, Evans & Crocker, Inc. 30
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 30
Baillie Gifford & Co 30
Perceptive Advisors Llc 30
WPG Advisers, LLC 30
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 30
Gts Securities Llc 30
Select Equity Group, L.P. 30
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 30
Jacobi Capital Management LLC 30
Brookfield Asset Management Inc. 30
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 30
Sutton Wealth Advisors Inc. 30
Balentine LLC 30
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 30
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 30
Kornitzer Capital Management Inc /ks 30
Hemington Wealth Management 30
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 30
Whitebox Advisors Llc 30
Campbell Multi-strategy Trust 30
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 30
Advent Capital Management /de/ 30
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 30
WealthTrak Capital Management LLC 30
TENOR CAPITAL MANAGEMENT Co., L.P. 30
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 29
Coppell Advisory Solutions LLC 29
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 29
Pinz Capital Management, LP 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
Valley National Advisers Inc 29
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 29
Utah Retirement Systems 29
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 29
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 29
Salem Investment Counselors Inc 29
Earnest Partners Llc 29
Macroview Investment Management Llc 29
King Luther Capital Management Corp 29
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 29
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 29
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 29
SECOR Capital Advisors, LP 29
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 29
Capital World Investors 29
Claymore Exchange-traded Fund Trust 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 29
Sunbelt Securities, Inc. 29
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 29
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 29
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 29
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 29
Northern Trust Co Of Connecticut 29
Sequoia Financial Advisors, LLC 29
Bartlett & Co. Wealth Management Llc 29
Colony Group, LLC 29
Entropy Technologies, LP 29
Wedbush Securities Inc 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
Azzad Asset Management Inc /adv 29
Hanseatic Management Services Inc 29
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 29
NOBOX - Northern Funds - Northern Bond Index Fund 29
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 29
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 29
Mather Group, Llc. 29
Swedbank AB 29
Cipher Capital LP 29
Continuum Advisory, LLC 29
Vestmark Advisory Solutions, Inc. 29
Profunds - Profund Vp Oil & Gas 29
IHT Wealth Management, LLC 29
Hughes Financial Services, LLC 29
Stephens Consulting, LLC 29
Boston Partners 29
Invictus RG 29
Global Financial Private Client, LLC 29
Bay Harbor Wealth Management, LLC 29
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 29
Cornerstone Advisors, Inc. 29
Townsquare Capital Llc 29
Archer Investment Corp 29
World Asset Management Inc 29
William Blair Investment Management, Llc 29
Cigna Investments Inc /new 29
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 29
Veritable, L.P. 29
Whittier Trust Co Of Nevada Inc 29
Erste Asset Management GmbH 29
Activest Wealth Management 29
Eagle Bay Advisors LLC 29
New Mexico Educational Retirement Board 29
First Personal Financial Services 29
FNY Managed Accounts LLC 29
Granahan Investment Management Inc/ma 29
Raleigh Capital Management Inc. 29
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 29
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 29
Alpha DNA Investment Management LLC 29
Boston Private Wealth Llc 29
Thompson Siegel & Walmsley Llc 29
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 29
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 29
GABELLI & Co INVESTMENT ADVISERS, INC. 29
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 28
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 28
Wolff Wiese Magana Llc 28
Cassady Schiller Wealth Management, LLC 28
Cornercap Investment Counsel Inc 28
Park Avenue Securities Llc 28
Agf Investments Inc. 28
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 28
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 28
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 28
RMB Capital Management, LLC 28
Quent Capital, LLC 28
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 28
Cookson Peirce & Co Inc 28
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 28
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 28
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 28
Calvert Investment Management, Inc. 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 28
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 28
Emerald Advisers, Llc 28
T. Rowe Price Investment Management, Inc. 28
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 28
Yorktown Management & Research Co Inc 28
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 28
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 28
Brighton Jones Llc 28
Lsv Asset Management 28
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 28
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 28
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 28
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 28
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 28
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 28
Park Place Capital Corp 28
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 28
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 28
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 28
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 28
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 28
STXG - EA Series Trust - Strive 1000 Growth ETF 28
Rice Hall James & Associates, Llc 28
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 28
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 28
ORG Partners LLC 28
CAPROCK Group, Inc. 28
IWB - iSHARES TRUST - iShares Russell 1000 ETF 28
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 28
Ssi Investment Management Llc 28
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 28
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 28
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 28
Koshinski Asset Management, Inc. 28
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 28
Diversified Trust Co 28
Anchor Investment Management, LLC 28
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 28
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 28
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 28
DiNuzzo Private Wealth, Inc. 28
Mv Capital Management, Inc. 28
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 28
JNBA Financial Advisors 28
APG Asset Management N.V. 28
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 28
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 28
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 28
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 28
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 28
Mckinley Capital Management Llc /delaware 28
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 28
Treasurer of the State of North Carolina 28
Edgestream Partners, L.P. 28
Lombard Odier Asset Management (Europe) Ltd 28
Mount Yale Investment Advisors, LLC 28
Westpac Banking Corp 28
Merit Financial Group, LLC 28
SAC Capital Advisors LP 28
Jane Street Holding, LLC 28
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 28
Oppenheimer Etf Trust 28
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 28
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 28
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 28
Hartford Mutual Funds Inc/ct 28
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 28
Glen Harbor Capital Management LLC 28
Optimum Investment Advisors 28
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 27
Avantax Planning Partners, Inc. 27
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 27
DnB Asset Management AS 27
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 27
Alpha Paradigm Partners, LLC 27
Glazer Capital, Llc 27
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 27
Impax Asset Management Group plc 27
Envestnet Portfolio Solutions, Inc. 27
Mitsubishi UFJ Trust & Banking Corp 27
General Motors Investment Management Corp 27
Westfield Capital Management Co Lp 27
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 27
Penn Capital Management Co Inc 27
Abound Wealth Management 27
Congress Wealth Management LLC / DE / 27
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 27
Baldwin Brothers Inc/ma 27
Ashton Thomas Securities, Llc 27
Jupiter Asset Management Ltd 27
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 27
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 27
Echo Street Capital Management LLC 27
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 27
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 27
Atlas Capital Advisors Llc 27
Toth Financial Advisory Corp 27
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 27
Jaffetilchin Investment Partners, LLC 27
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 27
CVA Family Office, LLC 27
Glenmede Investment Management, LP 27
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 27
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 27
SpiderRock Trading LLC 27
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 27
Claris Advisors, Llc / Mo / 27
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 27
Brinker Capital Inc 27
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 27
Bridgewater Associates, LP 27
Raymond James Trust N.a. 27
Bare Financial Services, Inc 27
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 27
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 27
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 27
South Dakota Investment Council 27
Pendal Group Ltd 27
Cambridge Trust Co 27
Advanced Series Trust - Ast Advanced Strategies Portfolio 27
Hartford Investment Management Co 27
Tortoise Investment Management, LLC 27
HFM Investment Advisors, LLC 27
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 27
Nbc Securities, Inc. 27
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 27
Savant Capital, LLC 27
Northwestern Mutual Investment Management Company, Llc 27
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 27
Parkworth Wealth Management, Inc. 27
EBI - RBB Fund Trust - Longview Advantage ETF 27
Citizens Financial Group Inc/ri 27
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 27
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 27
WealthPLAN Partners, LLC 27
Royce Micro-cap Trust, Inc /md/ 27
Baystate Wealth Management LLC 27
Pearl River Capital, LLC 27
Resources Investment Advisors, LLC. 27
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 27
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 27
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 27
Riverview Trust Co 27
Neo Ivy Capital Management 27
Commonwealth Equity Services, Inc 27
Dorsey Wright & Associates 27
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 27
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 27
Colonial Trust Co / SC 27
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 27
Lenox Wealth Advisors, LLC 27
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 27
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 27
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 27
Lee Financial Co 27
Teton Advisors, Inc. 27
Financial Management Professionals, Inc. 27
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 27
VCGAX - VALIC Co I - Growth & Income Fund 26
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 26
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 26
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 26
Bryn Mawr Capital Management Inc 26
Sanctuary Wealth Advisors, LLC 26
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 26
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 26
Covington Capital Management 26
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 26
Regent Peak Wealth Advisors LLC 26
AGF Investments LLC 26
Accurate Wealth Management, LLC 26
MUFG Securities EMEA plc 26
Carolinas Wealth Consulting Llc 26
Davidson Kempner Capital Management Lp 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 26
Principia Wealth Advisory, LLC 26
Wiley Bros.-aintree Capital, Llc 26
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 26
Allstate Corp 26
Numerai GP LLC 26
Zions Bancorporation, N.A. 26
Symphony Asset Management Llc 26
SG3 Management, LLC 26
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 26
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 26
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 26
Capital Analysts, Inc. 26
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 26
Venture Visionary Partners LLC 26
Northwest & Ethical Investments L.P. 26
MML Series Investment Fund II - MML Equity Rotation Fund Class II 26
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 26
Lido Advisors, LLC 26
Peak6 Llc 26
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 26
nVerses Capital, LLC 26
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 26
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 26
First Horizon Corp 26
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 26
Polar Capital LLP 26
Sachetta, LLC 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 26
Lecap Asset Management Ltd 26
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 26
Robeco Schweiz AG 26
Old National Bancorp /in/ 26
Wealthfront Advisers Llc 26
BerganKDV Wealth Management, LLC 26
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 26
Moody National Bank Trust Division 26
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 26
Needham Investment Management Llc 26
Liberty Wealth Management Llc 26
Stonebridge Capital Advisors LLC 26
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 26
Cowen And Company, Llc 26
Kore Private Wealth LLC 26
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 26
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 26
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 26
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 26
R Squared Ltd 26
Oak Thistle LLC 26
Advisors Preferred, LLC 26
Freestone Capital Holdings, LLC 26
Waddell & Reed Financial Inc 26
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 26
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 26
Rsm Us Wealth Management Llc 26
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 26
River & Mercantile Asset Management Llp 26
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 26
Riggs Asset Managment Co. Inc. 26
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 26
Brewin Dolphin Ltd 26
Golden State Wealth Management, LLC 26
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 26
Fortitude Advisory Group L.L.C. 26
Summit Global Investments 26
Ropes Wealth Advisors Llc 26
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 26
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 26
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 26
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 26
Meiji Yasuda Asset Management Co Ltd. 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 26
Optiver Holding B.V. 26
Chartwell Investment Partners, Llc 26
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 26
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 26
Checchi Capital Advisers, LLC 26
Bruce G. Allen Investments, LLC 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 26
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 26
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 26
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 26
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 26
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 26
Bartlett & Co. LLC 26
Horizon Investments, LLC 26
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 26
Xact Kapitalforvaltning AB 26
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 26
Callan Family Office, LLC 26
Institutional & Family Asset Management, Llc 26
Financial Architects, Inc 26
Private Wealth Asset Management, LLC 26
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 26
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 26
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 26
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 26
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 26
M&g Investment Management Ltd 25
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 25
Cape Investment Advisory, Inc. 25
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 25
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 25
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 25
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 25
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 25
NSGRX - Northern Funds - Northern Small Cap Core Fund 25
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 25
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 25
Phoenix Holdings Ltd. 25
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 25
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 25
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 25
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 25
Tokio Marine Asset Management Co Ltd 25
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 25
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 25
Advisor Resource Council 25
Carlson Capital L P 25
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 25
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 25
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 25
Sandler Capital Management 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 25
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 25
Gabelli Equity Trust Inc 25
Monashee Investment Management LLC 25
Winton Diversified Opportunities Fund 25
Nissay Asset Management Corp /japan/ /adv 25
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 25
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 25
Brookstone Capital Management 25
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 25
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 25
Barings Llc 25
Bamco Inc /ny/ 25
Annis Gardner Whiting Capital Advisors, LLC 25
USS Investment Management Ltd 25
BBVA USA Bancshares, Inc. 25
Keebeck Alpha, LP 25
Andra AP-fonden 25
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 25
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 25
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 25
Sargent Bickham Lagudis LLC 25
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 25
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 25
URTH - iShares, Inc. - iShares MSCI World ETF 25
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 25
Soros Fund Management Llc 25
Calamos Wealth Management LLC 25
Natixis Investment Managers International 25
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 25
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 25
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 25
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 25
DAVENPORT & Co LLC 25
Placemark Investments, Inc. 25
BFOR - ALPS ETF Trust - Barron's 400 ETF 25
Arkadios Wealth Advisors 25
Ostrum Asset Management 25
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 25
SG Capital Management LLC 25
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 25
Concentric Capital Strategies, LP 25
Chicago Partners Investment Group LLC 25
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 25
Levin Capital Strategies, L.p. 25
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 25
Liberty Mutual Group Asset Management Inc. 25
Harbor Capital Advisors, Inc. 25
EP Wealth Advisors, Inc. 25
Ardsley Advisory Partners Lp 25
Simon Quick Advisors, Llc 25
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 25
James Investment Research Inc 25
MQS Management LLC 25
Eaton Vance Ltd Duration Income Fund 25
Sit Investment Associates Inc 25
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 25
Chevy Chase Trust Holdings, Inc. 25
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 25
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 25
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 25
Centaurus Financial, Inc. 25
Nvwm, Llc 25
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 25
Parametrica Management Ltd 25
Frontier Capital Management Co Llc 25
Kestra Private Wealth Services, Llc 25
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 25
Cromwell Holdings LLC 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 25
Vanguard Horizon Funds 25
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 25
Associated Banc-corp 24
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 24
Moneta Group Investment Advisors Llc 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 24
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 24
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 24
Glen Eagle Advisors, LLC 24
Albion Financial Group /ut 24
EAM Global Investors LLC 24
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 24
CX Institutional 24
Sageworth Trust Co 24
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 24
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 24
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 24
Boston Trust Walden Corp 24
IBM Retirement Fund 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
Royal London Asset Management Ltd 24
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 24
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 24
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 24
Tsfg, Llc 24
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 24
Greenleaf Trust 24
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 24
WASHINGTON TRUST Co 24
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 24
Flinton Capital Management LLC 24
Perigon Wealth Management, LLC 24
Transce3nd, LLC 24
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 24
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 24
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 24
JJJ Advisors Inc. 24
Wealthcare Capital Management Llc 24
Columbus Circle Investors 24
Motco 24
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 24
Banco Bilbao Vizcaya Argentaria, S.a. 24
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 24
Evergreen Capital Management Llc 24
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 24
Emerald Mutual Fund Advisers Trust 24
Kilter Group LLC 24
Zeke Capital Advisors, Llc 24
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 24
Artemis Investment Management LLP 24
Independent Portfolio Consultants, Inc. 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
Turner Investments, L.p. 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 24
Tredje AP-fonden 24
Quaker Wealth Management, LLC 24
Kepos Capital LP 24
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 24
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 24
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 24
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 24
Grove Bank & Trust 24
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 24
Cable Hill Partners, LLC 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 24
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 24
Private Ocean, LLC 24
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 24
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 24
Tcw Group Inc 24
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 24
Forum Funds 24
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 24
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 24
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 24
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 24
Primecap Management Co/ca/ 24
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 24
SYSTM Wealth Solutions LLC 24
J. Goldman & Co LP 24
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 24
Key FInancial Inc 24
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 24
Wexford Capital Lp 24
Commonwealth Bank Of Australia 24
Commerzbank Aktiengesellschaft /fi 24
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 24
Interchange Capital Partners, LLC 24
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 24
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 24
BI Asset Management Fondsmaeglerselskab A/S 24
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 24
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 24
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 24
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 24
Water Island Capital Llc 24
Capula Management Ltd 24
Bradley Foster & Sargent Inc/ct 24
Rakuten Securities, Inc. 24
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 24
Ajo, Lp 24
Absolute Return Capital, LLC 24
Sound Income Strategies, LLC 24
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 24
Index Management Solutions, LLC 23
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 23
Capital Research Global Investors 23
Forum Financial Management, LP 23
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 23
Pinnacle Associates Ltd 23
Washington Trust Bank 23
Korea Investment CORP 23
Colonial Trust Advisors 23
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 23
Quest Capital Management Inc /adv 23
Princeton Global Asset Management LLC 23
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 23
Machina Capital S.a.s. 23
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 23
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 23
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 23
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 23
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 23
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 23
Bollard Group LLC 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 23
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 23
Fiera Capital Corp 23
Intrinsic Edge Capital Management LLC 23
Ledyard National Bank 23
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 23
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 23
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 23
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 23
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 23
SkyView Investment Advisors, LLC 23
Belvedere Trading LLC 23
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 23
Clear Harbor Asset Management, LLC 23
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 23
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 23
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 23
ArrowMark Colorado Holdings LLC 23
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
CLARET ASSET MANAGEMENT Corp 23
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 23
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 23
Cary Street Partner Investment Advisory Llc 23
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 23
American Capital Advisory, LLC 23
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 23
Elo Mutual Pension Insurance Co 23
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 23
Corton Capital Inc. 23
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 23
Congress Asset Management Co /ma 23
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
Vanguard Explorer Fund 23
CSat Investment Advisory, L.P. 23
Tradition Wealth Management, LLC 23
Scotia Capital Inc. 23
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 23
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 23
San Francisco Sentry Investment Group (ca) 23
Whipplewood Advisors, LLC 23
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 23
Warren Averett Asset Management, LLC 23
Weld Capital Management Llc 23
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 23
Sierra Ocean, Llc 23
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 23
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 23
Dana Investment Advisors, Inc. 23
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 23
Kestra Investment Management, LLC 23
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 23
Janney Capital Management LLC 23
Lighthouse Investment Partners, LLC 23
PENN SERIES FUNDS INC - Flexibly Managed Fund 23
Advisor Partners Ii, Llc 23
Polar Capital Holdings Plc 23
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 23
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 23
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 23
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 23
UniSuper Management Pty Ltd 23
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 23
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 23
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 23
Foundry Partners, LLC 23
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 23
Ossiam 23
Calamos Strategic Total Return Fund 23
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 23
Thb Asset Management 23
Societe Generale 23
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 23
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 23
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 23
Oberweis Asset Management Inc/ 23
Front Row Advisors LLC 23
Childress Capital Advisors, Llc 23
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 23
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 23
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 23
BNP Paribas Investment Partners S.A. 23
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 23
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 23
Montag A & Associates Inc 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
Pallas Capital Advisors LLC 23
Advisor Partners Llc 23
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 23
Independent Advisor Alliance 23
Integrated Wealth Management 23
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 23
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 23
Colony Group Llc 23
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 23
Old Mutual Global Investors (UK) Ltd. 23
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 22
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 22
Koch Industries Inc 22
Spring Creek Capital Llc 22
Washington Trust Advisors, Inc. 22
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 22
Northwest Investment Counselors, Llc 22
ARK Investment Management LLC 22
Blackrock Ltd Duration Income Trust 22
Symmetry Partners, LLC 22
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 22
Sumitomo Mitsui DS Asset Management Company, Ltd 22
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 22
Gupta Wealth Management LLC 22
Clean Yield Group 22
Timber Hill LLC 22
Forsta Ap-fonden 22
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 22
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 22
First Allied Advisory Services, Inc. 22
Benjamin Edwards Inc 22
Coastal Investment Advisors, Inc. 22
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 22
Vigilant Capital Management, LLC 22
Sentry Investment Management Llc 22
Basso Capital Management, L.p. 22
Banco Santander, S.A. 22
Comerica Securities,inc. 22
West Paces Advisors Inc. 22
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 22
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 22
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 22
Allianzgi Diversified Income & Convertible Fund 22
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 22
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 22
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 22
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 22
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 22
Elequin Capital Lp 22
Hudock, Inc. 22
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 22
Dai-Ichi Life Insurance Company, Ltd 22
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 22
Paces Ferry Wealth Advisors, Llc 22
Janus Capital Management Llc 22
Opal Wealth Advisors, LLC 22
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 22
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 22
Tyers Asset Management LLC 22
TRUE Private Wealth Advisors 22
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 22
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 22
GLG Partners LP 22
RBB FUND, INC. - Adara Smaller Companies Fund 22
FundVantage Trust - Verplanck Balanced Fund 22
Total Clarity Wealth Management, Inc. 22
Orbimed Advisors Llc 22
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 22
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 22
Calamos Global Dynamic Income Fund 22
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 22
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 22
Exane Derivatives 22
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 22
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 22
MARSHALL WACE ASIA Ltd 22
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 22
Worldquant Millennium Advisors Llc 22
Perkins Coie Trust Co 22
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 22
Mycio Wealth Partners, Llc 22
Evercore Wealth Management, LLC 22
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 22
Financial Advocates Investment Management 22
Tiverton Asset Management Llc 22
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 22
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 22
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 22
EverPoint Asset Management, LLC 22
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 22
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 22
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 22
Rockefeller Financial Services Inc 22
Advanced Series Trust - Ast Mid-cap Growth Portfolio 22
Beacon Pointe Advisors, LLC 22
Integrated Wealth Concepts LLC 22
Enlightenment Research, LLC 22
Change Path, LLC 22
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 22
Harvest Group Wealth Management, Llc 22
Harvest Management Llc 22
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 22
White Pine Capital Llc 22
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 22
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 22
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 22
Axxcess Wealth Management, Llc 22
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 22
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 22
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 22
VCULX - VALIC Co I - Growth Fund 22
Ballentine Partners, LLC 22
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 22
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 22
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 22
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 22
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 22
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 22
Confluence Wealth Services, Inc. 21
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 21
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 21
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 21
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 21
Thurston, Springer, Miller, Herd & Titak, Inc. 21
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 21
Romano Brothers And Company 21
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 21
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 21
Centerpoint Advisors, LLC 21
SOA Wealth Advisors, LLC. 21
Regal Investment Advisors LLC 21
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 21
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 21
AIA Group Ltd 21
Gideon Capital Advisors, Inc. 21
Standard Family Office LLC 21
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 21
J.w. Cole Advisors, Inc. 21
Brasada Capital Management, Lp 21
Logan Capital Management Inc 21
ISAM Funds (UK) Ltd 21
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 21
Redpoint Investment Management Pty Ltd 21
Epoch Investment Partners, Inc. 21
Agf Management Ltd 21
Punch & Associates Investment Management, Inc. 21
Bluefin Capital Management, Llc 21
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 21
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 21
Gyon Technologies Capital Management, LP 21
Kistler-Tiffany Companies, LLC 21
Argent Capital Management Llc 21
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 21
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 21
American National Bank 21
Empirical Finance, LLC 21
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 21
NewEdge Wealth, LLC 21
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 21
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 21
Capital Bank & Trust Co 21
Kovitz Investment Group Partners, LLC 21
Buckingham Strategic Wealth, Llc 21
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 21
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 21
Tucker Asset Management Llc 21
Apollon Wealth Management, LLC 21
B. Metzler seel. Sohn & Co. AG 21
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 21
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 21
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 21
LGT Financial Advisors LLC 21
Davy Global Fund Management Ltd 21
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 21
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 21
HighMark Wealth Management LLC 21
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 21
National Planning Corp 21
Tfo-tdc, Llc 21
Ativo Capital Management LLC 21
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 21
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 21
STXV - EA Series Trust - Strive 1000 Value ETF 21
Wealthfront Inc 21
Procyon Private Wealth Partners, LLC 21
Freestone Grove Partners LP 21
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 21
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 21
Kelly Financial Services LLC 21
Hussman Strategic Advisors, Inc. 21
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 21
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 21
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 21
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 21
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 21
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 21
Lake Street Advisors Group, Llc 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 21
First Capital Advisors Group, LLC. 21
Marquette Asset Management, LLC 21
Strengthening Families & Communities, LLC 21
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 21
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 21
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
Chilton Capital Management Llc 21
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 21
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 21
Oliver Lagore Vanvalin Investment Group 21
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 21
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 21
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 21
Beacon Capital Management, LLC 21
Castle Creek Arbitrage, LLC 21
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 21
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 21
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 21
Crestline Management, LP 21
Capital Asset Advisory Services LLC 21
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 21
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
Duncker Streett & Co Inc 21
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 21
Banque Transatlantique SA 21
Virtus Investment Advisers, Inc. 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
Shapiro Robert N 21
Periscope Capital Inc. 21
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 21
Rtw Investments, Lp 21
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 21
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 21
Boston Advisors Llc 21
Tradewinds Capital Management, LLC 21
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 21
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 21
National Pension Service 21
Cortina Asset Management, LLC 21
Gulf International Bank (UK) Ltd 21
B. Metzler seel. Sohn & Co. Holding AG 21
Vanguard Whitehall Funds 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 21
Resona Asset Management Co.,Ltd. 21
Aristeia Capital Llc 21
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 21
Baader Bank INC 21
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 21
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 21
Teton Westwood Funds 21
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 21
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 21
Parkwood LLC 21
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 21
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 21
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 21
Wedge Capital Management L L P/nc 21
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 21
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 21
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 21
HB Wealth Management, LLC 21
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
Byrne Asset Management LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 21
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 21
Inspire Advisors, LLC 21
Prescott Group Capital Management, L.l.c. 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
John Hancock Funds II - Health Sciences Fund Class NAV 21
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 21
Icon Advisers Inc/co 21
Fjarde Ap-fonden /fourth Swedish National Pension Fund 21
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 21
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 21
Shaolin Capital Management LLC 21
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 20
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 20
Yakira Capital Management, Inc. 20
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 20
Highland Capital Management, Llc 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 20
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 20
Wbi Investments, Inc. 20
Telemetry Investments, L.L.C. 20
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 20
E. Ohman J:or Asset Management AB 20
Westside Investment Management, Inc. 20
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 20
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 20
Wesbanco Bank Inc 20
Regentatlantic Capital Llc 20
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 20
Nuveen Core Equity Alpha Fund 20
Adviser Investments LLC 20
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 20
Scout Investments, Inc. 20
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 20
TimesSquare Capital Management, LLC 20
Kentucky Retirement Systems 20
YHB Investment Advisors, Inc. 20
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 20
Capitolis Advisors LLC 20
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 20
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 20
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 20
Column Capital Advisors, LLC 20
Perpetual Ltd 20
FNY Partners Fund LP 20
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 20
Pier Capital, LLC 20
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 20
IFM Investors Pty Ltd 20
PGGM Investments 20
Achmea Investment Management B.V. 20
Sectoral Asset Management Inc 20
IMA Wealth, Inc. 20
Hanson & Doremus Investment Management 20
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 20
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 20
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 20
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 20
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 20
Guggenheim Strategic Opportunities Fund 20
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 20
Meritage Portfolio Management 20
Bb&t Securities, Llc 20
Man Investments Ltd 20
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 20
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 20
STRV - EA Series Trust - Strive 500 ETF 20
Donoghue Forlines LLC 20
Capital International Investors 20
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 20
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 20
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 20
Amerivest Investment Management LLC 20
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 20
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 20
Caldwell Securities, Inc 20
Railway Pension Investments Ltd 20
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 20
Bleakley Financial Group, LLC 20
Qsemble Capital Management, LP 20
Linden Advisors Lp 20
Laffer Investments 20
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20
Ritholtz Wealth Management 20
Amplius Wealth Advisors, LLC 20
Banque Pictet & Cie Sa 20
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 20
Oversea-Chinese Banking CORP Ltd 20
Glg Llc 20
Psagot Value Holdings Ltd. / (Israel) 20
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 20
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 20
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 20
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 20
Meeder Advisory Services, Inc. 20
Denver Investment Advisors Llc 20
CenterStar Asset Management, LLC 20
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 20
AlphaMark Advisors, LLC 20
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 20
Investors Research Corp 20
People's United Financial, Inc. 20
Kb Financial Partners, Llc 20
CBIZ Investment Advisory Services, LLC 20
Dubuque Bank & Trust Co 20
Lincoln National Corp 20
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 20
Gardner Lewis Asset Management L P 20
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 20
Fieldview Capital Management, LLC 20
Liontrust Investment Partners LLP 20
Longfellow Investment Management Co Llc 20
One Wealth Advisors, LLC 20
Virtue Capital Management, LLC 20
Mbb Public Markets I Llc 20
Aaron Wealth Advisors LLC 20
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 20
Oakbrook Investments Llc 20
Sigma Planning Corp 20
WR Wealth Planners, LLC 20
La Banque Postale Asset Management SA 20
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 20
Tlp Group Llc 20
Signet Financial Management, Llc 20
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 20
Symphony Financial, Ltd. Co. 20
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
Barrett Asset Management, LLC 20
Barrow Hanley Mewhinney & Strauss Llc 20
Rakuten Investment Management, Inc. 20
Cribstone Capital Management, LLC 20
Denali Advisors Llc 20
West Oak Capital, LLC 20
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 20
Alera Investment Advisors, LLC 20
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 20
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 20
Qtron Investments LLC 20
IMC-Chicago, LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 20
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 20
LRI Investments, LLC 20
NorthCrest Asset Manangement, LLC 20
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 20
Dunhill Financial, LLC 20
AIEQ - ETF Managers Trust - AI Powered Equity ETF 20
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 20
Rothschild Asset Management Inc 20
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 20
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 20
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 20
Syon Capital Llc 20
Burney Co/ 20
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 20
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 20
Kapitalo Investimentos Ltda 20
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 20
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 20
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 20
Qrg Capital Management, Inc. 20
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 20
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 20
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 20
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 20
Livforsakringsbolaget Skandia, Omsesidigt 20
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 20
Mn Services Vermogensbeheer B.V. 20
Atlantic Trust, LLC 20
Ionic Capital Management LLC 20
K2 Principal Fund, L.p. 20
I.g. Investment Management, Ltd. 20
Rotella Capital Management, Inc. 20
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 20
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 20
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 19
Fifth Third Wealth Advisors LLC 19
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 19
Rosenberg Matthew Hamilton 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 19
Desjardins Global Asset Management Inc. 19
Avestar Capital, LLC 19
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 19
Golden State Equity Partners 19
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 19
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 19
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 19
Bbva Usa 19
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 19
Charter Oak Capital Management, LLC 19
tru Independence LLC 19
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 19
Mutual Advisors, LLC 19
NatWest Group plc 19
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 19
Legacy Financial Advisors, Inc. 19
Tibra Equities Europe Ltd 19
Welch & Forbes Llc 19
HighPoint Advisor Group LLC 19
Bedel Financial Consulting, Inc. 19
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 19
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 19
First Interstate Bank 19
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 19
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 19
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 19
Amplify ETF Trust - Amplify AI Powered Equity ETF 19
Seeyond 19
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 19
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 19
First Eagle Investment Management, LLC 19
Kentucky Retirement Systems Insurance Trust Fund 19
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 19
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 19
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 19
Fort, L.p. 19
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 19
Blackrock Debt Strategies Fund, Inc. 19
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 19
Invictus RG Pte. Ltd. 19
Redwood Wealth Management Group, LLC 19
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 19
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 19
SpiderRock Advisors, LLC 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 19
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 19
AlphaOne Investment Services, LLC 19
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 19
Next Financial Holdings 19
Wilbanks Smith & Thomas Asset Management Llc 19
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 19
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
Heritage Wealth Advisors 19
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 19
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 19
Aureus Asset Management, LLC 19
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 19
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 19
Gateway Investment Advisers Llc 19
St Germain D J Co Inc 19
Dorsey & Whitney Trust CO LLC 19
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 19
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 19
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 19
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 19
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 19
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 19
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 19
Householder Group Estate & Retirement Specialist, LLC 19
Dogwood Wealth Management LLC 19
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 19
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 19
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 19
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 19
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 19
BDO Wealth Advisors, LLC 19
Equitec Specialists, Llc 19
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 19
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 19
Cavalier Investments, LLC 19
Gilder Gagnon Howe & Co Llc 19
BlackRock Health Sciences Trust II 19
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 19
Bellevue Asset Management, Llc 19
Buckingham Strategic Partners 19
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 19
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 19
Core Alternative Capital 19
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 19
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 19
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 19
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 19
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 19
Bp Plc 19
Capital Investment Advisory Services, LLC 19
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 19
Allianzgi Equity & Convertible Income Fund 19
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 19
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 19
Wetherby Asset Management Inc 19
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 19
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 19
Oaktree Capital Management Lp 19
PENN SERIES FUNDS INC - Index 500 Fund 19
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 19
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 19
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
STFBX - Advisers Investment Trust - State Farm Balanced Fund 19
Metis Global Partners, LLC 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 19
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 19
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 19
Mission Wealth Management, Lp 19
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 19
Susquehanna Portfolio Strategies, LLC 19
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 19
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 19
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 19
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 19
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 19
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 19
Family Firm, Inc. 19
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 19
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 19
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 19
Dynamic Technology Lab Pte Ltd 19
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 19
Atlantic Union Bankshares Corp 19
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 19
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 19
China Universal Asset Management Co., Ltd. 19
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 19
Wetzel Investment Advisors, Inc. 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 19
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 19
Zebra Capital Management LLC 19
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 19
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 19
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 19
Cowen Group, Inc. 19
Granite Investment Partners, LLC 19
Pinnacle Bancorp, Inc. 19
Dynamic Advisor Solutions LLC 19
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 19
Alpha Windward Llc 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 19
Ibex Investors LLC 19
Bellwether Advisors, LLC 19
RSSL - Global X Funds - Global X Russell 2000 ETF 19
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 19
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 19
Castleview Partners, Llc 19
Eudaimonia Partners, LLC 19
Highline Wealth Partners Llc 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 19
ASR Vermogensbeheer N.V. 19
Sierra Capital LLC 19
Prime Capital Investment Advisors, LLC 19
Telemus Capital, Llc 19
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 19
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18
Vinva Investment Management Ltd 18
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 18
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18
Wedmont Private Capital 18
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 18
Berkley W R Corp 18
Corient Capital Partners, LLC 18
Profunds - Profund Vp Bull 18
Lmcg Investments, Llc 18
Profunds - Profund Vp Ultrabull 18
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 18
YorkBridge Wealth Partners, LLC 18
Hall Laurie J Trustee 18
Shay Capital LLC 18
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 18
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 18
Transamerica Partners Funds Group 18
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 18
Endurance Wealth Management, Inc. 18
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 18
LVPIX - Profunds - Large-cap Value Profund Investor Class 18
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 18
Norinchukin Bank, The 18
ULPIX - Profunds - Ultrabull Profund Investor Class 18
Northwest Financial Advisors 18
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 18
Transamerica Partners Funds Group Ii 18
Skylands Capital, LLC 18
Zweig-DiMenna Associates LLC 18
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 18
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 18
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 18
RHJ International SA 18
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 18
BLPIX - Profunds - Bull Profund Investor Class 18
Cantor Fitzgerald, L. P. 18
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 18
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 18
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 18
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 18
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 18
Mascoma Wealth Management LLC 18
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 18
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 18
Chiron Investment Management, LLC 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
Millrace Asset Group, Inc. 18
Spdr S&p 500 Etf Trust 18
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 18
PWS - Pacer Funds Trust - Pacer WealthShield ETF 18
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 18
Strategic Wealth Partners, Ltd. 18
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 18
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 18
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 18
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 18
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 18
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 18
Financial Network Wealth Advisors LLC 18
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 18
Degroof Petercam Asset Management 18
NEOS Investment Management LLC 18
Simplicity Wealth,LLC 18
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 18
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 18
Argent Trust Co 18
CenterBook Partners LP 18
Transamerica Financial Advisors, Inc. 18
NorthRock Partners, LLC 18
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 18
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 18
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 18
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 18
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 18
Personal Wealth Partners 18
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 18
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 18
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 18
EULAV Asset Management 18
Nachman Norwood & Parrott, Inc 18
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 18
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 18
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 18
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 18
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 18
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 18
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 18
Winnow Wealth Llc 18
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 18
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 18
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 18
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 18
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 18
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 18
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 18
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 18
Zions Bancorporation, National Association /ut/ 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 18
Highland Capital Management Lp 18
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 18
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 18
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 18
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 18
Meitav Dash Investments Ltd 18
GoalVest Advisory LLC 18
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 18
VSTIX - VALIC Co I - Stock Index Fund 18
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 18
NOSIX - Northern Funds - Northern Stock Index Fund 18
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 18
CCMG - EA Series Trust - CCM Global Equity ETF 18
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 18
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 18
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 18
Oakworth Capital, Inc. 18
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 18
Plato Investment Management Ltd 18
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 18
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 18
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 18
Aptus Capital Advisors, LLC 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 18
Robertson Stephens Wealth Management, LLC 18
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 18
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 18
Pinnacle Financial Partners Inc 18
Gdl Fund 18
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 18
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 18
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 18
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 18
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 18
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 18
V-Square Quantitative Management LLC 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 18
Bellevue Group AG 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 18
Bluestein R H & Co 18
First New York Securities Llc /ny 18
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 18
E Fund Management Co., Ltd. 18
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 18
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 18
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 18
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 18
Usca Ria Llc 18
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 18
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 18
SSO - PROSHARES TRUST - ProShares Ultra S&P500 18
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 18
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 18
Integrated Advisors Network LLC 18
Carillon Tower Advisers, Inc. 18
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 18
Redwood Investment Management, Llc 18
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 18
Zions Bancorporation 18
HHM Wealth Advisors, LLC 18
CHICAGO TRUST Co NA 18
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 18
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 18
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 18
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 18
Saudi Central Bank 18
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 18
Royal Fund Management, LLC 18
Mill Creek Capital Advisors, LLC 18
Virtus Alternative Investment Advisers, Inc. 18
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 18
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 18
Siemens Fonds Invest GmbH 18
Binnacle Investments Inc 18
Conning Inc. 18
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 18
Gabelli Dividend & Income Trust 18
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 18
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 18
Arlington Partners LLC 18
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 18
Carnegie Capital Asset Management, LLC 18
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 18
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 18
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 18
Tuttle Tactical Management LLC 18
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 18
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 18
PACIFIC SELECT FUND - Equity Index Portfolio Class I 18
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 18
Lucus Advisors Llc 18
Investment Management Corp of Ontario 18
Securian Funds Trust - SFT Index 500 Fund Class 1 18
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 18
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 18
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 18
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 18
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 18
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 18
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 18
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 18
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 18
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 18
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 18
Deltec Asset Management Llc 18
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 18
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 18
Fort Washington Investment Advisors Inc /oh/ 18
Six Circles Trust - Six Circles Credit Opportunities Fund 18
Sun Life Financial Inc 18
Ingalls & Snyder Llc 18
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 18
Bayforest Capital Ltd 18
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 18
VisionPoint Advisory Group, LLC 18
Avalon Advisors, Llc 18
Aspire Private Capital, LLC 18
Crestwood Advisors Group LLC 18
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 18
CPI - IndexIQ ETF Trust - IQ Real Return ETF 18
Voleon Capital Management Lp 18
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 18
Mendota Financial Group, LLC 18
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 18
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 18
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 18
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 18
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 18
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 18
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 18
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 18
Fiduciary Alliance LLC 18
Mfs Multimarket Income Trust 18
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 18
Qs Batterymarch Financial Management, Inc 18
Van Den Berg Management I, Inc 18
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 18
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 18
Sensato Investors LLC 18
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 18
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 18
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 18
Blackrock Core Bond Trust 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 18
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 18
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 18
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 18
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 18
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 18
Hood River Capital Management LLC 18
Mfs Charter Income Trust 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 18
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 18
Sugarloaf Wealth Management, LLC 18
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 18
Profunds - Profund Vp Large-cap Value 18
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 18
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 18
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 18
Van Hulzen Asset Management, LLC 18
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 18
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 18
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 18
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 18
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 18
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 18
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 18
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 18
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 18
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 18
Wilmington Funds Management Corp 18
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 18
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 18
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 18
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 18
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 18
Level Four Advisory Services, Llc 18
Generali Asset Management SPA SGR 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 18
Peapack Gladstone Financial Corp 18
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 18
HBK Sorce Advisory LLC 18
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 17
Arcadia Investment Management Corp/mi 17
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 17
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 17
D'Orazio & Associates, Inc. 17
Us Financial Advisors, Llc 17
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 17
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 17
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 17
Vaughan Nelson Investment Management, L.p. 17
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 17
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 17
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 17
NJ State Employees Deferred Compensation Plan 17
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 17
LGT Group Foundation 17
Anfield Capital Management, LLC 17
VCBCX - VALIC Co I - Blue Chip Growth Fund 17
Mark Sheptoff Financial Planning, Llc 17
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 17
1620 Investment Advisors, Inc. 17
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 17
Vise Technologies, Inc. 17
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 17
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 17
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 17
Waratah Capital Advisors Ltd. 17
Sheets Smith Wealth Management 17
111 Capital 17
Stephens Investment Management Group LLC 17
Lansforsakringar Fondforvaltning AB (publ) 17
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 17
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 17
Sabby Management, Llc 17
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 17
Center for Financial Planning, Inc. 17
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 17
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 17
Joel Isaacson & Co., LLC 17
Shine Investment Advisory Services Inc 17
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 17
Thompson Investment Management, Inc. 17
LGPIX - Profunds - Large-cap Growth Profund Investor Class 17
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 17
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 17
ICA Group Wealth Management, LLC 17
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 17
Community Bank, N.A. 17
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 17
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 17
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 17
Advantage Investment Management, Llc 17
Czech National Bank 17
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 17
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 17
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 17
Putnam Fl Investment Management Co 17
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 17
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 17
Parnassus Investments /ca 17
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 17
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 17
Segantii Capital Management Ltd 17
Fidelis Capital Partners, LLC 17
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 17
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 17
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 17
HighVista Strategies LLC 17
Allstate Investment Management Co 17
NorthCoast Asset Management LLC 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
Tygh Capital Management, Inc. 17
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 17
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 17
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 17
Cypress Capital Management LLC (WY) 17
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 17
RVRB - ADVISORS SERIES TRUST - Reverb ETF 17
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 17
Ogorek Anthony Joseph /ny/ /adv 17
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 17
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 17
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 17
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 17
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 17
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 17
Eastern Bank 17
Profunds - Profund Vp Industrials 17
Profunds - Profund Vp Large-cap Growth 17
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 17
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 17
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 17
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 17
Country Trust Bank 17
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 17
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 17
Raiffeisen Bank International AG 17
Hollencrest Capital Management 17
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 17
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 17
Fulton Bank, N.a. 17
Sageworth Trust Co of South Dakota 17
TrimTabs Asset Management, LLC 17
Modera Wealth Management, LLC 17
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 17
iA Global Asset Management Inc. 17
Advisory Alpha, LLC 17
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 17
Wcm Investment Management, Llc 17
Oarsman Capital, Inc. 17
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 17
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 17
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 17
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 17
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 17
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 17
Exencial Wealth Advisors, Llc 17
DecisionPoint Financial, LLC 17
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 17
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 17
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 17
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 17
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 17
Context Capital Management, LLC 17
Destination Wealth Management 17
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 17
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 17
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 17
Red Tortoise LLC 17
SFY - Tidal ETF Trust - SoFi Select 500 ETF 17
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 17
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 17
Piermont Capital Management LLC 17
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 17
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 17
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 17
Turtle Creek Wealth Advisors, LLC 17
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 17
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 17
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 17
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 17
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 17
Frazier Financial Advisors, LLC 17
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 17
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 17
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 17
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 17
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 17
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 17
Shellback Capital, LP 17
Moisand Fitzgerald Tamayo, LLC 17
Mizuho Trust & Banking Co., Ltd. 17
Knight Capital Group, Inc. 17
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
Groupama Asset Managment 17
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 17
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 17
U.S. Capital Wealth Advisors, LLC 17
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 17
Blackstone Group Inc 17
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 17
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 17
Archford Capital Strategies, LLC 17
WealthCollab, LLC 17
Clarius Group, LLC 17
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 17
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 17
Central Pacific Bank - Trust Division 17
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 17
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 17
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 17
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 17
Williams Jones Wealth Management, LLC. 17
Integrated Investment Consultants, LLC 17
Claro Advisors LLC 17
Global Wealth Management Investment Advisory, Inc. 17
Asahi Life Asset Management Co., Ltd. 17
Magnus Financial Group LLC 17
BlackRock ETF Trust - BlackRock Future Health ETF 17
Allred Capital Management, LLC 17
AIA Investment Management Private Ltd 17
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 17
Ceredex Value Advisors LLC 17
Carmel Capital Partners, LLC 17
Bluefin Trading, LLC 17
Addison Advisors LLC 17
Solstein Capital, LLC 17
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 17
Banco de Sabadell, S.A 17
First National Bank Of Omaha 17
Athanor Capital, Lp 17
Gryphon Financial Partners LLC 17
Signition Lp 17
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 17
DRW Securities, LLC 17
Price Wealth Management, Inc. 17
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 17
Caxton Associates Llp 17
Cantab Capital Partners LLP 17
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 17
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 17
Calamos Convertible & High Income Fund 17
Calamos Convertible Opportunities & Income Fund 17
Friess Associates Llc 17
Johnson Investment Counsel Inc 17
Blackrock Credit Allocation Income Trust 17
BlueCrest Capital Management LLP 17
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 17
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 17
Dfa Investment Trust Co - The U.s. Large Cap Value Series 17
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 17
Pnc Funds 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 17
Bb&t Investment Services, Inc. 17
Peregrine Capital Management Llc 17
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17
StoneX Group Inc. 17
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 17
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 17
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 17
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 17
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 17
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 17
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 17
Moloney Securities Asset Management, LLC 17
Gitterman Wealth Management, LLC 17
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 17
Neuburgh Advisers LLC 17
Pacifica Partners Inc. 17
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 17
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 17
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 17
Santa Fe Partners LLC 17
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 16
Truewealth Llc 16
Kaizen Advisory, Llc 16
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 16
Manatuck Hill Partners, LLC 16
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 16
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 16
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 16
TradeLink Capital LLC 16
Newfound Research LLC 16
De Burlo Group Inc 16
Heritage Wealth Management, Llc 16
Calton & Associates, Inc. 16
Claraphi Advisory Network, LLC 16
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 16
Sittner & Nelson, Llc 16
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 16
Intrust Bank Na 16
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 16
Readystate Asset Management Lp 16
West Tower Group, LLC 16
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 16
Kula Investments, LLC 16
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 16
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 16
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 16
Millstone Evans Group, LLC 16
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 16
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 16
Vantage Investment Advisors, LLC 16
Lebenthal Asset Management, LLC 16
Champlain Investment Partners, LLC 16
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 16
Sumitomo Life Insurance Co 16
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 16
Verus Capital Partners, Llc 16
Mastrapasqua Asset Management Inc 16
TIG Advisors, LLC 16
Parsons Capital Management Inc/ri 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 16
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 16
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 16
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 16
Osterweis Capital Management Inc 16
Wahed Invest LLC 16
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 16
Scopus Asset Management, L.p. 16
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 16
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 16
DC Investments Management, LLC 16
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 16
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 16
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 16
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 16
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 16
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 16
Fairfield, Bush & Co. 16
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 16
Hilltop Holdings Inc. 16
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 16
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 16
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 16
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 16
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 16
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 16
Kiwi Wealth Investments Limited Partnership 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 16
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 16
Moody Lynn & Lieberson, Llc 16
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 16
Jag Capital Management, Llc 16
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 16
My Personal CFO, LLC 16
Axiom International Investors Llc /de 16
AllianzGI Artificial Intelligence & Technology Opportunities Fund 16
Counterpoint Mutual Funds LLC 16
Howard Hughes Medical Institute 16
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 16
Nuveen S&p 500 Dynamic Overwrite Fund 16
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 16
Hartford Series Fund Inc 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 16
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
Copeland Capital Management, LLC 16
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 16
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 16
Capital Guardian Trust Co 16
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 16
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 16
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 16
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 16
Founders Financial Alliance, LLC 16
Zazove Associates Llc 16
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 16
Planning Capital Management Corp 16
Beck Bode, LLC 16
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 16
Perkins Investment Management, LLC 16
Telemark Asset Management, LLC 16
Heritage Financial Services, LLC 16
Global X Management CO LLC 16
Patton Fund Management, Inc. 16
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 16
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 16
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 16
Farringdon Capital, Ltd. 16
Meiji Yasuda Life Insurance Co 16
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 16
Great Valley Advisor Group, Inc. 16
Mint Tower Capital Management B.V. 16
Rathbone Brothers plc 16
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 16
Perbak Capital Partners LLP 16
Armistice Capital, Llc 16
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 16
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 16
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 16
Rivernorth Capital Management, Llc 16
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 16
Strategic Blueprint, LLC 16
Savior LLC 16
Institutional Investment Strategy Fund 16
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 16
Mirova 16
Caitlin John, LLC 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
Atticus Wealth Management, Llc 16
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 16
Oak Associates Ltd /oh/ 16
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 16
Trust Point Inc. 16
PRW Wealth Management LLC 16
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 16
Gerber Kawasaki Wealth & Investment Management 16
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 16
Ardevora Asset Management LLP 16
New England Research & Management, Inc. 16
Edge Wealth Management LLC 16
Kinneret Advisory, LLC 16
PFM Health Sciences, LP 16
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 16
Dakota Wealth Management 16
Formidable Asset Management, LLC 16
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 16
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 16
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 16
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 16
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 16
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 16
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 16
TCTC Holdings, LLC 16
Global X Japan Co., Ltd. 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 16
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 16
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 16
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 16
Evolution Wealth Advisors, LLC 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
J. Safra Sarasin Holding AG 16
Pine River Capital Management L.P. 16
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 16
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 16
Alta Advisers Ltd 16
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 16
Graypoint LLC 16
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 16
Avitas Wealth Management LLC 16
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 16
Equitec Proprietary Markets, Llc 16
Canandaigua National Bank & Trust Co 16
Fiduciary Trust Co 16
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 16
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 16
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 16
Foresters Investment Management Company, Inc. 16
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 16
25 Llc 16
Greenline Partners, LLC 16
Paradigm Capital Management Inc/ny 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 16
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 16
1st Global Advisors, Inc. 16
Ibex Wealth Advisors 16
Industrial Alliance Investment Management Inc. 16
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 16
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 16
Emerald Investment Partners, Llc 16
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16
High Note Wealth, LLC 16
Varma Mutual Pension Insurance Co 16
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 16
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 16
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 16
CNB Bank 16
Blackrock Corporate High Yield Fund, Inc. 16
APBAX - Cavanal Hill Funds - Active Core Fund Investor 16
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 16
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 16
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 16
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 16
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 16
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 16
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 16
Hexavest Inc. 16
Mosaic Family Wealth, LLC 16
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 16
Stoneridge Investment Partners Llc 16
Hartford Financial Management Inc. 16
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 16
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 16
Semanteon Capital Management, LP 16
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 16
First Command Advisory Services, Inc. 16
Trustmark National Bank Trust Department 16
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 16
BlackRock ESG Capital Allocation Trust 16
Mach-1 Financial Group, Inc. 16
Schechter Investment Advisors, LLC 16
Bryce Point Capital, LLC 16
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 16
Mesirow Financial Investment Management, Inc. 16
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 15
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 15
Mowery & Schoenfeld Wealth Management, LLC 15
Allianzgi Convertible & Income Fund 15
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 15
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 15
Transamerica Partners Portfolios 15
Reynders McVeigh Capital Management, LLC 15
Coe Capital Management, LLC 15
EPG Wealth Management LLC 15
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 15
Retirement Planning Co of New England, Inc. 15
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 15
Great Diamond Partners, LLC 15
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 15
Frank, Rimerman Advisors LLC 15
Canton Hathaway, LLC 15
Equitable Holdings, Inc. 15
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 15
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 15
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 15
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 15
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 15
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 15
Eventide Asset Management, Llc 15
Folger Hill Asset Management LP 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 15
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 15
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 15
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 15
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 15
Certified Advisory Corp 15
Abich Financial Wealth Management LLC 15
Cornerstone Wealth Management, LLC 15
Horan Securities, Inc. 15
Gabelli Equity Series Funds Inc 15
Opseu Pension Plan Trust Fund 15
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 15
Sage Mountain Advisors LLC 15
McAdam, LLC 15
Next Century Growth Investors Llc 15
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 15
TRFM - ETF Series Solutions - AAM Transformers ETF 15
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 15
Spot Trading L.l.c. 15
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 15
First Bank & Trust 15
Surevest, LLC 15
Gen-Wealth Partners Inc 15
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 15
Voya Financial Advisors, Inc. 15
Old Second National Bank Of Aurora 15
Headinvest, Llc 15
Rampart Investment Management Company, LLC 15
Knuff & Co LLC 15
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 15
Richard Bernstein Advisors LLC 15
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 15
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 15
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 15
Kingdon Capital Management, L.l.c. 15
Bridges Investment Management Inc 15
Rockbridge Investment Management, LCC 15
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 15
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 15
Delta Lloyd Nv 15
Valued Wealth Advisors LLC 15
Boston Private Bank & Trust Co 15
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 15
Onefund, Llc 15
Wealthspire Advisors, LLC 15
MML Series Investment Fund II - MML Equity Fund Initial Class 15
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 15
John G Ullman & Associates Inc 15
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
Compass Wealth Management LLC 15
Resolute Advisors LLC 15
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 15
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 15
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 15
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 15
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 15
Estabrook Capital Management 15
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 15
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 15
L & S Advisors Inc 15
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 15
Avanza Fonder AB 15
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 15
Fund Management at Engine No. 1 LLC 15
MML Series Investment Fund II - MML Asset Momentum Fund Class II 15
Analytic Investors, LLC 15
Kanaly Trust Co 15
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 15
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 15
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 15
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 15
Capstone Series Fund Inc 15
Cleararc Capital Inc 15
UXI - PROSHARES TRUST - ProShares Ultra Industrials 15
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 15
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 15
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 15
VGLSX - VALIC Co I - Global Strategy Fund 15
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 15
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 15
New Age Alpha Advisors, LLC 15
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 15
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 15
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 15
DT Investment Partners, LLC 15
Liberty All Star Growth Fund Inc. 15
Norden Group Llc 15
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 15
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 15
Atlanta Capital Management Co L L C 15
Allianzgi Convertible & Income Fund Ii 15
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 15
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 15
Choate Investment Advisors 15
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 15
Pensionfund DSM Netherlands 15
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 15
Legg Mason Investment Counsel, LLC 15
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 15
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 15
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 15
Advent Claymore Convertible Securities & Income Fund 15
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 15
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
Shinko Asset Management Co., Ltd. 15
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 15
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 15
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 15
Evermay Wealth Management Llc 15
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 15
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 15
Twin Capital Management Inc 15
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 15
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 15
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 15
SummitTX Capital, L.P. 15
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 15
Bfsg, Llc 15
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 15
Cim Investment Mangement Inc 15
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 15
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 15
Zrc Wealth Management, Llc 15
Integral Derivatives, LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 15
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 15
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 15
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 15
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 15
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 15
Nfj Investment Group, Llc 15
Clark Capital Management Group, Inc. 15
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
Calamos Dynamic Convertible & Income Fund 15
Chilton Investment Co Llc 15
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 15
Hennion & Walsh Asset Management, Inc. 15
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 15
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 15
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 15
Douglass Winthrop Advisors, LLC 15
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 15
Bangor Savings Bank 15
Ridgewood Investments LLC 15
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 15
Blue Water Life Science Advisors, LLC 15
Trifecta Capital Advisors, LLC 15
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 15
Wall Street Associates 15
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 15
Arlington Trust Co LLC 15
Braun Stacey Associates Inc 15
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 15
Wasatch Advisors Inc 15
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 15
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 15
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 15
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 15
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 15
Next Capital Management LLC 15
Redwood Investments, LLC 15
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 15
Mufg Securities Americas Inc. 15
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 15
Quantum Capital Management 15
Zurich Insurance Group Ltd/FI 15
Unique Wealth Strategies, LLC 15
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 15
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 15
Girard Partners Ltd. 15
Mizuho Securities Usa Llc 15
New England Securities Corp /MA/ 15
Blackrock Multi-sector Income Trust 15
361 Capital Llc 15
Webster Bank, N. A. 15
Roundview Capital LLC 15
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 15
Radcliffe Capital Management, L.P. 15
WestEnd Advisors, LLC 15
Axiom Investment Management LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 15
Qci Asset Management Inc/ny 15
Guardian Life Insurance Co Of America 15
Arete Wealth Advisors, LLC 15
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 15
Seizert Capital Partners, Llc 15
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 15
Senator Investment Group LP 15
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 15
VCSMX - VALIC Co I - Small Cap Fund 15
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 15
K.J. Harrison & Partners Inc 15
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 15
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 15
Beaird Harris Wealth Management, LLC 15
First Pacific Advisors, LP 15
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 15
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 15
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 15
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 15
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 15
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 15
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 15
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 15
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 15
LKBAX - LKCM Funds - LKCM Balanced Fund 15
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 15
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 15
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 15
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 15
ACVF - ETF Opportunities Trust - American Conservative Values ETF 15
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 15
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 15
BOK Financial Private Wealth, Inc. 15
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 15
Jackson Creek Investment Advisors LLC 15
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 15
Bourgeon Capital Management Llc 15
Bahl & Gaynor Inc 15
Verdence Capital Advisors LLC 15
Ratan Capital Management LP 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 15
Advisor OS, LLC 15
Redmond Asset Management, LLC 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 15
DLD Asset Management, LP 15
Insight Capital Research & Management Inc 15
Financial Counselors Inc 15
Portside Wealth Group, LLC 15
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 15
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 15
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 15
Sawgrass Asset Management Llc 15
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 15
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 15
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 15
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 15
AXS Investments LLC 15
Canada Post Corp Registered Pension Plan 15
Ironwood Investment Management Llc 15
McIlrath & Eck, LLC 15
Operose Advisors LLC 15
First American Bank 15
Prio Wealth Limited Partnership 15
Steel Peak Wealth Management LLC 15
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 15
Resources Management Corp /ct/ /adv 15
Cramer Rosenthal Mcglynn Llc 15
MBOVX - M FUND INC - M Large Cap Value Fund 15
Rossby Financial, LCC 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 15
Ilmarinen Mutual Pension Insurance Co 15
RBF Capital, LLC 14
Sentinel Asset Management, Inc. 14
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 14
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 14
Lloyd Advisory Services, LLC. 14
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 14
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 14
Long Island Wealth Management, Inc. 14
VCHSX - VALIC Co I - Health Sciences Fund 14
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 14
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 14
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 14
Harding Loevner Lp 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
Pineridge Advisors LLC 14
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 14
Tradeworx Inc. 14
Capital One, National Association 14
S-Bank Fund Management Ltd 14
Financiere des Professionnels - Fonds d,investissement inc. 14
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 14
PENN SERIES FUNDS INC - Smid Cap Growth Fund 14
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 14
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 14
Geneva Advisors, LLC 14
G2 Investment Partners Management LLC 14
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 14
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 14
Oak Ridge Investments Llc 14
Arrow Financial Corp 14
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 14
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 14
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 14
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 14
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 14
Origin Asset Management LLP 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
CTC Alternative Strategies, Ltd. 14
ACG Wealth 14
Institute for Wealth Management, LLC. 14
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 14
Ten Capital Wealth Advisors, LLC 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 14
WealthStone, Inc. 14
Bard Associates Inc 14
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 14
Aegon Asset Management Uk Plc 14
Pinkerton Retirement Specialists, LLC 14
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 14
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 14
Df Dent & Co Inc 14
Beacon Investment Advisory Services, Inc. 14
Knights of Columbus Asset Advisors LLC 14
Manchester Financial Inc 14
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 14
Dynamic Capital Management Ltd 14
Impact Partnership Wealth, LLC 14
Cynosure Management, Llc 14
Tobam 14
Pensionmark Financial Group, Llc 14
Jabre Capital Partners S.A. 14
Krilogy Financial LLC 14
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 14
Redmile Group, LLC 14
Atomi Financial Group, Inc. 14
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 14
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 14
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 14
Aberdeen Asset Management Plc/uk 14
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 14
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 14
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
Jackson Square Capital, Llc 14
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 14
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 14
FUKOKU MUTUAL LIFE INSURANCE Co 14
Costello Asset Management, INC 14
Brown, Lisle/cummings, Inc. 14
Coastal Capital Group, Inc. 14
Laurel Wealth Advisors LLC 14
Virtus ETF Advisers LLC 14
First Financial Corp /in/ 14
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 14
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 14
Ellis Investment Partners, LLC 14
Journey Strategic Wealth Llc 14
Avidian Wealth Solutions, LLC 14
Intact Investment Management Inc. 14
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 14
Ofi Invest Asset Management 14
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 14
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 14
Avalon Trust Co 14
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 14
PFG Investments, LLC 14
Dixon Hughes Goodman Wealth Advisors LLC 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 14
Silvant Capital Management LLC 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 14
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 14
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 14
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 14
FormulaFolio Investments, LLC 14
Cumberland Partners Ltd 14
Kingsview Wealth Management, LLC 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 14
Cna Financial Corp 14
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 14
Arrowgrass Capital Partners (us) Lp 14
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 14
Greenwood Capital Associates Llc 14
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 14
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 14
Suffolk Capital Management Llc 14
Penobscot Investment Management Company, Inc. 14
Icon Wealth Partners, LLC 14
Portolan Capital Management, LLC 14
Parisi Gray Wealth Management 14
Coatue Management Llc 14
Cannell Peter B & Co Inc 14
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 14
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 14
Independence Bank of Kentucky 14
Linden Thomas Advisory Services, LLC 14
AlphaCentric Advisors LLC 14
RMR Wealth Builders 14
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 14
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Carret Asset Management, Llc 14
Endurant Capital Management LP 14
Bank Of Hawaii 14
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 14
Spears Abacus Advisors LLC 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 14
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 14
Almanack Investment Partners, LLC. 14
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 14
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 14
APG Asset Management US Inc. 14
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 14
Moran Wealth Management, LLC 14
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 14
Capital Impact Advisors, LLC 14
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 14
AtonRa Partners 14
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 14
Catapult Capital Management Llc 14
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 14
Rivernorth Opportunities Fund, Inc. 14
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 14
First Light Asset Management, LLC 14
Baird Robert W & Co Inc /wi/ 14
RFP Financial Group LLC 14
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 14
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 14
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 14
MPS Loria Financial Planners, LLC 14
Personal Capital Advisors Corp 14
WealthTrust-Arizona, LLC 14
Prentiss Smith & Co Inc 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 14
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 14
XT - iSHARES TRUST - iShares Exponential Technologies ETF 14
Invesco Bond Fund 14
Harwood Advisory Group, LLC 14
HYLD - Exchange Listed Funds Trust - High Yield ETF 14
Baron Silver Stevens Financial Advisors, Llc 14
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
Curi Wealth Management, LLC 14
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 14
Royce Global Value Trust, Inc. 14
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 14
Clear Street Llc 14
Eisler Capital (UK) Ltd. 14
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 14
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 14
Ferris Capital, Llc 14
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 14
Blackrock Health Sciences Trust 14
Transcend Wealth Collective, Llc 14
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 14
Great Lakes Retirement, Inc. 14
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 14
BlackRock Credit Strategies Fund 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 14
Deseret Mutual Benefit Administrators 14
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 14
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 14
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 14
Oddo Bhf Asset Management Sas 14
Osborn Rohs Williams & Donohoe Ltd 14
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 14
PFG Private Wealth Management, LLC 14
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 14
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 14
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 14
Connectus Wealth, LLC 14
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 14
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 14
Worth Venture Partners, LLC 14
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 14
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 14
Meridian Wealth Management, LLC 14
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 14
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 14
WealthTrust Axiom LLC 14
Jade Capital Advisors, LLC 14
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 14
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 14
Burt Wealth Advisors 14
Oppenheimer Variable Account Funds 14
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 14
Parkman Healthcare Partners LLC 14
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 14
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 14
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14
American Trust 14
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 14
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 14
Fernwood Investment Management, LLC 14
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 14
Spectrum Management Group, LLC 14
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 14
Brown Advisory Securities, LLC 14
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 14
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 14
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 14
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 14
Boulder Hill Capital Management Lp 14
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 14
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 14
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 14
IronBridge Capital Management LP 14
Peregrine Asset Advisers, Inc. 14
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 14
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 14
Laurel Wealth Advisors, Inc. 14
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 14
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 14
F&C Asset Management plc 13
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 13
Absolute Capital Management, LLC 13
Chartwell Investment Partners/pa 13
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 13
Chase Investment Counsel Corp 13
Bellwether Investment Group, LLC 13
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 13
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 13
Winton Capital Management Ltd 13
Boston Financial Mangement Llc 13
JS Capital Management LLC 13
Pfs Investments Inc. 13
Weil Company, Inc. 13
Symmetry Investments LP 13
Columbia Wanger Asset Management Llc 13
Mizuho Asset Management Co.,Ltd. 13
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 13
Creekmur Asset Management LLC 13
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 13
Summit Partners Public Asset Management, Llc 13
Wellington Shields Capital Management, LLC 13
Alpine Woods Capital Investors, Llc 13
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 13
Wagner Wealth Management, Llc 13
Coastline Trust Co 13
Baker Tilly Financial, Llc 13
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 13
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 13
Marino, Stram & Associates Llc 13
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 13
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 13
Tekla Capital Management LLC 13
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 13
Cm Wealth Advisors Llc 13
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 13
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 13
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 13
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 13
VBCVX - VALIC Co I - Systematic Value Fund 13
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 13
Symmetry Peak Management Llc 13
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 13
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 13
Perritt Capital Management Inc 13
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 13
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 13
Spdr S&p Midcap 400 Etf Trust 13
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 13
Blume Capital Management, Inc. 13
Gables Capital Management Inc. 13
Boston Family Office Llc 13
Zullo Investment Group, Inc. 13
Systematic Alpha Investments, LLC 13
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 13
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 13
REAP Financial Group, LLC 13
Strategic Global Advisors, LLC 13
Winch Advisory Services, LLC 13
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 13
Leavell Investment Management, Inc. 13
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 13
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 13
Minichmacgregor Wealth Management, Llc 13
Unigestion Holding SA 13
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 13
Ra Capital Management, L.p. 13
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 13
AustralianSuper Pty Ltd 13
Boyd Watterson Asset Management Llc/oh 13
MDPIX - Profunds - Mid-cap Profund Investor Class 13
Nikko Asset Management Americas, Inc. 13
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 13
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 13
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 13
Profunds - Profund Vp Ultramid-cap 13
Lisanti Capital Growth, LLC 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 13
UMPIX - Profunds - Ultramid-cap Profund Investor Class 13
Profunds - Profund Vp Mid-cap Growth 13
Profunds - Profund Vp Health Care 13
Vivaldi Asset Management, LLC 13
Delta Asset Management Llc/tn 13
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 13
Credential Qtrade Securities Inc. 13
272 Capital LP 13
Ziegler Capital Management, LLC 13
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 13
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 13
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 13
AMG National Trust Bank 13
Heartland Advisors Inc 13
Pictet & Cie (Europe) SA 13
Optimal Asset Management, Inc. 13
Tiedemann Advisors, Llc 13
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 13
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 13
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 13
Athena Capital Advisors Llc 13
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 13
Knowledge Leaders Capital, LLC 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 13
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 13
Gladstone Institutional Advisory LLC 13
Sepio Capital, LP 13
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 13
MBEQX - M FUND INC - M International Equity Fund 13
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 13
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 13
Syntal Capital Partners, LLC 13
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 13
Voisard Asset Management Group, Inc. 13
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 13
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 13
Curian Capital Llc 13
Fortem Financial Group, Llc 13
Salomon & Ludwin, LLC 13
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 13
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 13
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 13
AdvisorShares Investments LLC 13
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 13
VMIDX - VALIC Co I - Mid Cap Index Fund 13
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 13
PFG Advisors 13
Executive Wealth Management, LLC 13
Pacific Alternative Asset Management Company, Llc 13
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 13
Garrett Wealth Advisory Group, LLC 13
Boston Common Asset Management, LLC 13
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 13
N.E.W. Advisory Services LLC 13
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 13
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 13
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 13
Bnc Wealth Management, Llc 13
AHIVX - American Century Investment Trust - High Income Fund Investor Class 13
Glenview Trust Co 13
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 13
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 13
Hallmark Capital Management Inc 13
Better Money Decisions, LLC 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
Shufro Rose & Co Llc 13
Sivia Capital Partners, LLC 13
Nemes Rush Group LLC 13
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 13
Kingswood Wealth Advisors, Llc 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 13
III Capital Management 13
Arden Investment Series Trust 13
MML Series Investment Fund II - MML Blend Fund Initial Class 13
Chesley Taft & Associates LLC 13
Weaver C. Barksdale & Associates, Inc. 13
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 13
Cornerstone Advisory, LLC 13
Voya Prime Rate Trust 13
Personal Cfo Solutions, Llc 13
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 13
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 13
Avidity Partners Management LP 13
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 13
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 13
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 13
Polaris Wealth Advisory Group, LLC 13
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 13
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 13
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 13
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 13
Oribel Capital Management, LP 13
Your Advocates Ltd., LLP 13
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 13
Marathon Trading Investment Management LLC 13
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 13
Virginia Retirement System 13
Psagot Investment House Ltd. 13
Nicholas Company, Inc. 13
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 13
Total Investment Management Inc 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 13
Washington Capital Management Inc 13
Alexandria Capital, LLC 13
Seeds Investor Llc 13
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 13
Gabelli Healthcare & Wellnessrx Trust 13
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 13
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 13
Aspect Partners, LLC 13
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 13
Monarch Partners Asset Management LLC 13
Tyler-Stone Wealth Management 13
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 13
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 13
Bowling Portfolio Management LLC 13
Winfield Associates, Inc. 13
WMS Partners, LLC 13
Foster Dykema Cabot & Partners, Llc 13
Strategy Asset Managers Llc 13
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 13
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 13
Quest 10 Wealth Builders, Inc. 13
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 13
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 13
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 13
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 13
Connable Office Inc 13
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 13
Griffin Asset Management, Inc. 13
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 13
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 13
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 13
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 13
NOLVX - Northern Funds - Northern Large Cap Value Fund 13
Nbt Bank N A /ny 13
Renaissance Group Llc 13
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 13
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 13
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 13
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 13
NOMIX - Northern Funds - Northern Mid Cap Index Fund 13
Tealwood Asset Management Inc 13
Empirical Asset Management, LLC 13
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 13
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 13
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 13
RXL - PROSHARES TRUST - ProShares Ultra Health Care 13
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 13
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 13
PENN SERIES FUNDS INC - Mid Cap Growth Fund 13
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 13
PenderFund Capital Management Ltd. 13
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 13
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 13
Retirement Group, LLC 13
City National Bank 13
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 13
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 13
Ransom Advisory, Ltd 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
Clough Global Equity Fund 13
Eagle Global Advisors Llc 13
Clough Global Opportunities Fund 13
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 13
Edge Advisors, Llc 13
Heck Capital Advisors, LLC 13
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 13
Global Trust Asset Management, LLC 13
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 13
Aurora Investment Counsel 13
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
Tidemark, LLC 13
Advisors Capital Management, LLC 13
Relative Value Fund 13
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
Ghisallo Capital Management LLC 13
Tdam Usa Inc. 13
Myriad Asset Management Ltd. 13
Gilliland Jeter Wealth Management LLC 13
Mangrove Partners 13
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 13
Legg Mason Investment Counsel & Trust Co., N.A. 13
Camden Capital, LLC 13
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 13
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 13
Otter Creek Advisors, LLC 13
Clearline Capital LP 13
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 13
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 13
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 13
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 13
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 13
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 13
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 13
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 13
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 13
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 13
Voya Infrastructure, Industrials & Materials Fund 13
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 13
Trillium Asset Management, Llc 13
Confluence Investment Management Llc 13
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 13
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 13
Stephenson National Bank & Trust 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 13
WFA of San Diego, LLC 13
FSA Wealth Management LLC 13
Trilogy Capital Inc. 13
SCIU - Global X Funds - Global X Scientific Beta US ETF 13
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 13
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 13
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 13
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 13
Saturna Capital CORP 13
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 13
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 13
Gofen & Glossberg Llc /il/ 13
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 13
Camarda Financial Advisors, LLC 13
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 13
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 13
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 13
Jackson, Grant Investment Advisers, Inc. 13
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 13
Glenview Capital Management, Llc 13
PFS Partners, LLC 13
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 13
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 13
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 13
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 13
Providence Capital Advisors, LLC 13
Fort Pitt Capital Group, Llc 13
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 13
MANA Advisors LLC 13
Dai-ichi Life Holdings, Inc. 13
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 13
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 12
Farallon Capital Management Llc 12
683 Capital Management, LLC 12
Brown Capital Management Llc 12
Perella Weinberg Partners Capital Management LP 12
Alpine Associates Management Inc. 12
Angelo Gordon & Co., L.p. 12
Rs Investment Management Co Llc 12
AMF Pensionsforsakring AB 12
SRB Corp 12
Saba Capital Management, L.P. 12
Amica Mutual Insurance Co 12
Penbrook Management LLC 12
Altfest L J & Co Inc 12
Capital Advisors Inc/ok 12
Mairs & Power Inc 12
Capital International Sarl 12
M&r Capital Management Inc 12
Cupps Capital Management, LLC 12
Impax Asset Management LTD 12
Lenox Wealth Management, Inc. 12
Pittenger & Anderson Inc 12
Carmignac Gestion 12
Columbia Partners L L C Investment Management 12
Anson Funds Management LP 12
Keel Point, LLC 12
Roble, Belko & Company, Inc 12
Halbert Hargrove Global Advisors, Llc 12
Patten Group, Inc. 12
Ipswich Investment Management Co., Inc. 12
Jump Trading, LLC 12
Ascend Capital, Llc 12
Brant Point Investment Management Llc 12
Reynolds Capital Management Llc 12
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12
Lee Danner & Bass Inc 12
Westport Resources Management Inc 12
Value Holdings Lp 12
Atwood & Palmer Inc 12
Trust Co Of Toledo Na /oh/ 12
Wright Investors Service Inc 12
Hl Financial Services Llc 12
High Pointe Capital Management Llc 12
Maple Securities Usa Inc 12
Private Wealth Partners, LLC 12
Ikos Cif Ltd 12
Westchester Capital Management, LLC 12
QCM Cayman, Ltd. 12
CI Global Investments Inc. 12
Sivik Global Healthcare LLC 12
Waldron Private Wealth LLC 12
Isthmus Partners, Llc 12
Mitsubishi UFJ Securities Holdings Co., Ltd. 12
Neville Rodie & Shaw Inc 12
City Holding Co 12
Cullinan Associates Inc 12
Exxonmobil Investment Management Inc /tx 12
Wunderlich Securities, Inc. 12
Livingston Group Asset Management CO (operating as Southport Capital Management) 12
Park National Corp /oh/ 12
Kcm Investment Advisors Llc 12
BBT Capital Management, LLC 12
One Capital Management, LLC 12
Greenwich Wealth Management LLC 12
Ferguson Wellman Capital Management, Inc 12
Ninety One UK Ltd 12
Partnervest Advisory Services LLC 12
Guinness Asset Management LTD 12
Morgan Dempsey Capital Management Llc 12
RWC Asset Management LLP 12
Handelsinvest Investeringsforvaltning 12
Sheaff Brock Investment Advisors, LLC 12
Ramsey Quantitative Systems 12
Trust Asset Management LLC 12
Tributary Capital Management, LLC 12
J.Safra Asset Management Corp 12
BTG Pactual Global Asset Management Ltd 12
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 12
Interval Partners, LP 12
Suvretta Capital Management, Llc 12
Rodgers Brothers Inc. 12
Partner Investment Management, L.P. 12
Stifel Nicolaus & Co Inc \mo\ 12
Cahill Financial Advisors Inc 12
aeris Capital Holding GmbH 12
Allegis Investment Advisors, LLC 12
Premier Fund Managers Ltd 12
Mariner Wealth Advisors-NYC, LLC 12
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 12
Munder Capital Management 12
NuWave Investment Management, LLC 12
Well Done, LLC 12
Connecticut Wealth Management, LLC 12
Kohmann Bosshard Financial Services, LLC 12
R&F Capital Advisors LP 12
Calvert Impact Fund Inc 12
Omnia Family Wealth, LLC 12
Morse Asset Management, Inc 12
Delta Lloyd Asset Management N.v. 12
Tiaa, Fsb 12
Ahrens Investment Partners LLC 12
Legacy Advisors, LLC 12
Close Asset Management Ltd 12
Kovack Advisors, Inc. 12
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 12
PRNT - Ark ETF Trust - The 3D Printing ETF 12
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 12
Gabelli Convertible & Income Securities Fund Inc 12
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 12
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Tri-continental Corp 12
WUSAX - WANGER ADVISORS TRUST - Wanger USA 12
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 12
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 12
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 12
Eaton Vance Floating-rate Income Trust 12
Global X Funds 12
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 12
Eaton Vance Senior Floating Rate Trust 12
Jpmorgan Trust Iii 12
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 12
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 12
Clough Global Dividend & Income Fund 12
Calamos Global Total Return Fund 12
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
Vanguard Morgan Growth Fund 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
Tekla World Healthcare Fund 12
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 12
Squar Milner Financial Services Llc 12
Santori & Peters, Inc. 12
180 Wealth Advisors, Llc 12
Pflug Koory, LLC 12
Equitable Trust Co 12
Kavar Capital Partners, LLC 12
Redhawk Wealth Advisors, Inc. 12
Cooper Financial Group 12
Essex Savings Bank 12
Stratos Wealth Advisors, LLC 12
Arabesque Asset Management Ltd 12
O'Shares Investment Advisers, LLC 12
DeepCurrents Investment Group LLC 12
Edge Capital Group, LLC 12
Gyl Financial Synergies, Llc 12
Quilter Plc 12
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 12
Weaver Consulting Group 12
Stonehage Fleming Financial Services Holdings Ltd 12
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 12
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 12
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 12
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 12
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 12
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 12
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 12
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 12
NOCBX - Northern Funds - Northern Core Bond Fund 12
NOFIX - Northern Funds - Northern Fixed Income Fund 12
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 12
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 12
Advanced Series Trust - Ast Small-cap Value Portfolio 12
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 12
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 12
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 12
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 12
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 12
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 12
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 12
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 12
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 12
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 12
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 12
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 12
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 12
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 12
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 12
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 12
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 12
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 12
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 12
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 12
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 12
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 12
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 12
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 12
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 12
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 12
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 12
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 12
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 12
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 12
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 12
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 12
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 12
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 12
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 12
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 12
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 12
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 12
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 12
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 12
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 12
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 12
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 12
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 12
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 12
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 12
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 12
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 12
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 12
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 12
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 12
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 12
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 12
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
Profunds - Profund Vp Mid-cap Value 12
Profunds - Profund Vp Small-cap Value 12
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 12
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 12
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 12
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 12
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 12
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 12
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 12
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 12
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 12
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 12
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 12
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 12
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 12
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 12
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 12
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 12
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 12
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 12
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 12
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 12
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 12
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 12
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 12
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 12
MLPIX - Profunds - Mid-cap Value Profund Investor Class 12
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 12
Hoey Investments, Inc 12
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 12
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 12
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 12
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 12
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 12
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 12
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 12
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 12
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 12
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 12
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 12
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 12
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 12
AMCPX - AMCAP FUND - AMCAP FUND Class A 12
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 12
Red Door Wealth Management, LLC 12
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 12
SkyOak Wealth, LLC 12
Integral Health Asset Management, LLC 12
Americana Partners, LLC 12
Iron Triangle Partners LP 12
Xtx Markets Llc 12
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 12
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 12
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 12
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 12
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 12
Canandaigua National Corp 12
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 12
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 12
First Pacific Financial 12
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 12
BlackRock Capital Allocation Trust 12
Accel Wealth Management 12
Allegheny Financial Group LTD 12
Mcdonald Partners Llc 12
Freedman Financial Associates, Inc. 12
Orion Capital Management LLC 12
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 12
IronBridge Private Wealth, LLC 12
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 12
Koss-Olinger Consulting, LLC 12
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 12
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 12
Amplify ETF Trust - Amplify Thematic All-Stars ETF 12
Smith Group Asset Management, LLC 12
Reuter James Wealth Management, Llc 12
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 12
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 12
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 12
GraniteShares Advisors LLC 12
Covea Finance 12
Sonen Capital LLC 12
Tilia Fiduciary Partners, Inc. 12
Ascent Group, LLC 12
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 12
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 12
High Net Worth Advisory Group LLC 12
Resurgent Financial Advisors LLC 12
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 12
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 12
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 12
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 12
Coston, McIsaac & Partners 12
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 12
VitalStone Financial, LLC 12
Applied Finance Capital Management, LLC 12
Ruedi Wealth Management, Inc. 12
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 12
Empower Advisory Group, LLC 12
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 12
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 12
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 12
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 12
Knollwood Investment Advisory, LLC 12
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 12
Financial Perspectives, Inc 12
BKM Wealth Management, LLC 12
Atlantic Edge Private Wealth Management, LLC 12
SIH Partners, LLLP 12
FJ Investments, LLC 12
Richardson Financial Services Inc. 12
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 12
Concurrent Investment Advisors, LLC 12
M&G Plc 12
EHLS - Tidal Trust II - Even Herd Long Short ETF 12
ORG Wealth Partners, LLC 12
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 12
Union Bancaire Privee, UBP SA 12
Synergy Investment Management, LLC 12
Sagespring Wealth Partners, Llc 12
Groupe la Francaise 12
Marshall & Sterling Wealth Advisors Inc. 12
Corient IA LLC 12
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 12
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 12
Evelyn Partners Investment Management LLP 12
Provenance Wealth Advisors, LLC 12
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 11
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 11
Morningstar Investment Services LLC 11
Claybrook Capital, LLC 11
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 11
Greenland Capital Management LP 11
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 11
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 11
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 11
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 11
Arden Trust Co 11
Geller Advisors LLC 11
Acuitas Investments, LLC 11
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 11
Distillate Capital Partners LLC 11
World Equity Group, Inc. 11
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 11
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 11
Clarfeld Financial Advisors, Llc 11
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 11
West Branch Capital LLC 11
Allianz Se 11
Stone Run Capital, Llc 11
Jnl Series Trust - Jnl/s&p 4 Fund (a) 11
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 11
United Community Bank 11
JB Capital LLC 11
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 11
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 11
First Foundation Advisors 11
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 11
Exchange Capital Management, Inc. 11
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 11
Marcum Wealth, LLC 11
Guardian Capital Lp 11
Baldwin Investment Management, LLC 11
Grandeur Peak Global Advisors, LLC 11
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 11
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 11
Doyle Wealth Management 11
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 11
55i, Llc 11
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 11
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 11
Visionary Asset Management, Inc. 11
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 11
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 11
Gladius Capital Management LP 11
Abacus Planning Group, Inc. 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 11
Bremer Trust National Association 11
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
HealthCor Management, L.P. 11
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 11
HWG Holdings LP 11
Herndon Capital Management Llc 11
Pentwater Capital Management LP 11
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 11
Mediolanum International Funds Ltd 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
Diversify Advisory Services, LLC 11
Farmers & Merchants Trust Co of Chambersburg PA 11
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 11
Fairway Wealth LLC 11
CHURCHILL MANAGEMENT Corp 11
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 11
Malaga Cove Capital, LLC 11
Slow Capital, Inc. 11
Security National Trust Co 11
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 11
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 11
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 11
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 11
Warberg Asset Management LLC 11
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 11
Princeton Capital Management Llc 11
Allen Investment Management LLC 11
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 11
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 11
Motley Fool Asset Management LLC 11
Indiana Trust & Investment Management CO 11
Williams Jones & Associates LLC 11
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 11
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 11
Exos Asset Management LLC 11
Tekla Healthcare Opportunities Fund 11
Consolidated Planning Corp 11
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 11
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 11
Willingdon Wealth Management 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 11
Westend Capital Management LLC 11
McElhenny Sheffield Capital Management, LLC 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 11
EWG Elevate Inc. 11
Meristem Family Wealth, LLC 11
Sone Capital Management, LLC 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 11
Haverford Trust Co 11
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 11
Silphium Asset Management Ltd 11
Schonfeld Group Holdings LLC 11
IAG Wealth Partners, LLC 11
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 11
Hazlett, Burt & Watson, Inc. 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
Marietta Investment Partners Llc 11
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 11
North Star Asset Management Inc 11
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 11
Amica Retiree Medical Trust 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
Underlying Funds Trust 11
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 11
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 11
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 11
Securian Funds Trust - SFT T. Rowe Price Value Fund 11
MYDA Advisors LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 11
Highlander Capital Management, LLC 11
Safeguard Investment Advisory Group, LLC 11
Olstein Capital Management, L.P. 11
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 11
Stone House Investment Management, LLC 11
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 11
Carmichael Hill & Associates, Inc. 11
Catalytic Wealth RIA, LLC 11
Ironwood Financial, llc 11
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 11
CFS Investment Advisory Services, LLC 11
KRMA - Global X Funds - Global X Conscious Companies ETF 11
Garde Capital, Inc. 11
Chicago Capital Management, LLC 11
Dean Investment Associates, Llc 11
Whalen Wealth Management Inc. 11
Inscription Capital, LLC 11
GATEX - Gateway Trust - Gateway Fund Class A Shares 11
Kings Point Capital Management 11
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 11
Pillar Pacific Capital Management Llc 11
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 11
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 11
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 11
Eversept Partners, LP 11
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 11
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 11
Geneva Partners, LLC 11
Beese Fulmer Investment Management, Inc. 11
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 11
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 11
New America High Income Fund Inc 11
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 11
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
Wealth Quarterback LLC 11
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 11
First PREMIER Bank 11
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 11
Daiwa Capital Markets America Inc. 11
Nelson Capital Management, LLC 11
Harvest Investment Services, LLC 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 11
Dagco, Inc. 11
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 11
Supplemental Annuity Collective Trust of NJ 11
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 11
Ninety One North America, Inc. 11
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 11
Middleton & Co Inc/ma 11
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 11
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 11
Bremer Bank National Association 11
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 11
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 11
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 11
PointState Capital LP 11
Oppenheimer Quest For Value Funds 11
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 11
Bridgewater Advisors Inc. 11
Elite Wealth Management, Inc. 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 11
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 11
Valmark Advisers, Inc. 11
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 11
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 11
Geneva Capital Management Llc 11
Thoroughbred Financial Services, Llc 11
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 11
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 11
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 11
Ckw Financial Group 11
Armstrong Advisory Group, Inc 11
Buffington Mohr McNeal 11
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11
Values First Advisors, Inc. 11
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 11
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 11
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 11
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 11
Piper Sandler & Co. 11
Hotchkis & Wiley Capital Management Llc 11
MTM Investment Management, LLC 11
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 11
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 11
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 11
Mpwm Advisory Solutions, Llc 11
Blackrock Floating Rate Income Strategies Fund, Inc. 11
WealthTrust Fairport, LLC 11
Verity Asset Management, Inc. 11
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 11
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 11
Ghost Tree Capital, LLC 11
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 11
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 11
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 11
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 11
Blackrock Floating Rate Income Trust 11
TD Capital Management LLC 11
Exane Asset Management 11
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 11
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 11
Eaton Vance Senior Income Trust 11
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 11
Global Financial Private Capital, LLC 11
Munder Series Trust 11
Aristides Capital LLC 11
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 11
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 11
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 11
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 11
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 11
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 11
Profunds - Profund Vp Small-cap Growth 11
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 11
Harbour Capital Advisors, LLC 11
Eaton Vance Tax-managed Buy-write Opportunities Fund 11
Rockland Trust Co 11
Ashfield Capital Partners, LLC 11
Stock Yards Bank & Trust Co 11
SWAN Capital LLC 11
Arcus Capital Partners, LLC 11
South Texas Money Management Ltd 11
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 11
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 11
Perkins Capital Management Inc 11
Mystic Asset Management, Inc. 11
Lockheed Martin Investment Management Co 11
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 11
Circle Wealth Management, LLC 11
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 11
Cfm Wealth Partners Llc 11
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 11
Central Bank & Trust Co 11
Ausdal Financial Partners, Inc. 11
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 11
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 11
Ag2r La Mondiale Gestion D'actifs 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
Graves-Light Private Wealth Management, Inc. 11
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 11
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 11
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 11
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 11
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 11
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 11
Hikari Power Ltd 11
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 11
Rhenman & Partners Asset Management AB 11
DCM Advisors, LLC 11
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 11
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 11
EA Series Trust 11
Vega Investment Solutions 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
Roubaix Capital, LLC 11
Goodman Advisory Group, LLC 11
Security National Bank 11
Wakefield Asset Management LLLP 11
Pacific Center for Financial Services 11
Cherry Tree Wealth Management, LLC 11
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 11
Carderock Capital Management Inc 11
Fortaleza Asset Management Inc/ 11
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 11
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 11
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 11
ACSKX - American Century Investment Trust - Short Duration Fund C Class 11
Alpine Bank Wealth Management 11
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 11
Espalier Global Management LLC 11
Net Worth Advisory Group 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 11
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 11
Cornerstone Investment Partners, LLC 11
Copper Rock Capital Partners, LLC 11
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 11
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 11
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 11
Miles Capital, Inc. 11
Stanford Investment Group, Inc. 11
Mount Lucas Management LP 11
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 11
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 11
ACK Asset Management LLC 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 11
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 11
New Millennium Group LLC 11
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 11
Invenomic Capital Management LP 11
Mountain Pacific Investment Advisers Inc/id 11
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 11
AWM Investment Company, Inc. 11
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 11
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 11
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 11
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
First United Bank Trust/ 11
Dowling & Yahnke Llc 11
Nwam Llc 11
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 11
Global Income Builder Portfolio - Global Income Builder Portfolio 11
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 11
CGC Financial Services, LLC 11
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 11
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 11
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 11
Pier 88 Investment Partners Llc 11
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
Triasima Portfolio Management inc. 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
Viking Global Investors Lp 11
Ruggie Capital Group 11
Pacitti Group Inc. 11
Magee Thomson Investment Partners Llc 11
Virtus Global Dividend & Income Fund Inc. 11
Atlas Private Wealth Advisors 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 11
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 11
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 11
BRACX - Blackrock Allocation Target Shares - Bats Series C 11
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 11
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 11
Essex Financial Services, Inc. 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 11
EFG Asset Management (Americas) Corp. 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 11
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 11
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 11
Silverback Asset Management Llc 11
Frontier Wealth Management LLC 11
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 11
Engine No. 1 Llc 11
Blackstone / Gso Strategic Credit Fund 11
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 11
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 11
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 11
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 11
Piscataqua Savings Bank 11
Wsfs Capital Management, Llc 11
AllSquare Wealth Management LLC 11
Clearview Wealth Advisors LLC 11
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 11
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 11
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 11
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 11
Murphy & Mullick Capital Management Corp 11
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 11
American Research & Management Co. 11
Cerebellum GP, LLC 11
KAMES CAPITAL plc 11
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 11
Pennsylvania Trust Co 11
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 11
Tiaa Trust, National Association 11
Usaa Etf Trust 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 11
Braun-Bostich & Associates Inc. 11
QUANTRES ASSET MANAGEMENT Ltd 11
University Of Texas/texas Am Investment Managment Co 11
Investment House Llc 11
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 11
Vestor Capital, Llc 11
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 11
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 11
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 11
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 11
PNC Managed Account Solutions, Inc. 11
Bank of Jackson Hole Trust 11
Grimes & Company, Inc. 11
Vanguard Specialized Funds 11
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 11
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 11
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 11
Generation Investment Management Llp 11
Encompass Wealth Advisors, Llc 11
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 11
Riverwater Partners LLC 11
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 11
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 11
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 11
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 11
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 11
Chicago Capital, LLC 10
Passport Capital, LLC 10
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 10
United Asset Strategies, Inc. 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 10
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 10
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
Ameriflex Group, Inc. 10
Dalton Greiner Hartman Maher & Co 10
Main Street Financial Solutions, LLC 10
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 10
Putney Financial Group LLC 10
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 10
Skaana Management L.P. 10
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 10
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 10
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 10
Two Roads Shared Trust - APEX HealthCare ETF 10
Cheyne Capital Management (UK) LLP 10
Hirtle Callaghan & Co LLC 10
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 10
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 10
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 10
Li Winifred I 10
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 10
VVSGX - VALIC Co I - Small Cap Growth Fund 10
Luminus Management Llc 10
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 10
Senvest Management, LLC 10
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 10
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 10
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 10
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 10
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 10
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 10
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 10
Decade Capital Management Llc 10
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 10
Lynx Investment Advisory 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Intrua Financial, LLC 10
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
Advanced Series Trust - Ast High Yield Portfolio 10
Crescent Capital Consulting, LLC 10
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 10
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 10
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 10
Capital Group Investment Management Pte. Ltd. 10
Cutter & CO Brokerage, Inc. 10
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 10
Bancroft Fund Ltd 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
Trust Department Mb Financial Bank N A 10
Grandfield & Dodd, Llc 10
SVPIX - Profunds - Small-cap Value Profund Investor Class 10
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 10
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 10
Clifford Swan Investment Counsel Llc 10
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10
Third Point LLC 10
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 10
North Capital, Inc. 10
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 10
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 10
Eagle Ridge Investment Management 10
Polymer Capital Management (US) LLC 10
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 10
Ramirez Asset Management, Inc. 10
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 10
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 10
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 10
Cranbrook Wealth Management, LLC 10
Kathmere Capital Management, LLC 10
Capital International Inc /ca/ 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Financial Advisory Corp /ut/ /adv 10
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
Condor Capital Management 10
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 10
Taurus Asset Management, Llc 10
First Command Bank 10
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 10
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 10
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 10
Schwartz Investment Counsel Inc 10
Thomas White International Ltd 10
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 10
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 10
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 10
Concert Wealth Management Inc. 10
New Covenant Trust Company, N.A. 10
BSW Wealth Partners 10
Capital International Ltd /ca/ 10
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 10
Hohimer Wealth Management, Llc 10
Godsey & Gibb Associates 10
Crowley Wealth Management, Inc. 10
Aris Wealth Services, Inc. 10
Mirador Capital Partners LP 10
Financial Engines Advisors L.L.C. 10
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 10
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 10
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 10
EHP Funds Inc. 10
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 10
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 10
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 10
Cowen Prime Services LLC 10
Toews Corp /adv 10
Wealth Alliance 10
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 10
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 10
Foster Dykema Cabot & Co Inc/ma 10
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 10
Gf Fund Management Co. Ltd. 10
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
Hedeker Wealth, LLC 10
Thematics Asset Management 10
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 10
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 10
Phocas Financial Corp. 10
Hilltop National Bank 10
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 10
F/M Investments LLC 10
Barrett & Company, Inc. 10
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 10
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 10
Conestoga Capital Advisors, LLC 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Banco BTG Pactual S.A. 10
Nova Wealth Management, Inc. 10
Mendel Money Management 10
Brown Shipley& Co Ltd 10
La Financiere De L'echiquier 10
Bear Mountain Capital, Inc. 10
Marshall Financial Group LLC 10
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 10
CCLA Investment Management Ltd 10
Summit Financial, LLC 10
Chesapeake Wealth Management 10
Philadelphia Trust Co 10
ICICI Prudential Asset Management Co Ltd 10
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 10
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
Simmons Bank 10
MERVX - MERGER FUND VL - The Merger Fund VL 10
Northern Oak Wealth Management Inc 10
Sio Capital Management, LLC 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 10
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 10
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 10
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 10
Hikari Tsushin, Inc. 10
Genesee Valley Trust Co 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
GSB Wealth Management, LLC 10
Fosun International Ltd 10
Crawford Investment Counsel Inc 10
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 10
Euclid Advisors LLC 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 10
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 10
Kms Financial Services, Inc 10
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 10
Quantessence Capital LLC 10
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 10
Cooper Investors Pty Ltd 10
Measured Wealth Private Client Group, LLC 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
Mine & Arao Wealth Creation & Management, LLC. 10
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 10
Marks Group Wealth Management, Inc 10
AJOVista, LLC 10
Altus Wealth Group LLC 10
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 10
Aviso Financial Inc. 10
Altium Wealth Management LLC 10
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 10
Fft Wealth Management Llc 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
Bowen Hanes & Co Inc 10
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 10
Guyasuta Investment Advisors Inc 10
Wealthbridge Capital Management, Llc 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 10
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 10
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 10
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 10
MD Financial Management Inc. 10
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 10
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 10
Lebenthal Global Advisors, LLC 10
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 10
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 10
Trust For Advisor Solutions 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
Herold Advisors, Inc. 10
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 10
Alpha Cubed Investments, LLC 10
Lakeview Capital Partners, LLC 10
Coronation Fund Managers Ltd. 10
First Command Financial Services, Inc. 10
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 10
Taconic Capital Advisors LP 10
Team Hewins, LLC 10
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 10
Beryl Capital Management LLC 10
Ashford Capital Management Inc 10
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 10
Hcim Trust 10
Scarborough Advisors, LLC 10
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 10
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 10
VVMCX - VALIC Co I - Mid Cap Value Fund 10
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 10
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 10
Cypress Capital Group 10
C WorldWide Group Holding A/S 10
Cca Investments Trust 10
Polianta Ltd 10
Morton Brown Family Wealth, LLC 10
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10
John Hancock Funds II - Science & Technology Fund Class NAV 10
EFG Asset Management (North America) Corp. 10
Ab Pooling Portfolios 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
TD Securities (USA) LLC 10
Silicon Valley Capital Partners 10
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 10
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 10
Register Financial Advisors LLC 10
Wilmington Trust, National Association 10
6 Meridian 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 10
Bank of New Hampshire 10
Marathon Capital Management 10
Blackhawk Capital Partners LLC. 10
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 10
Orrstown Financial Services Inc 10
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 10
Annapolis Financial Services, LLC 10
Nations Financial Group Inc, /ia/ /adv 10
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 10
Kalos Management, Inc. 10
Ovata Capital Management Ltd 10
Cvi Holdings, Llc 10
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 10
Texas Yale Capital Corp. 10
Decatur Capital Management, Inc. 10
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 10
Freedom Wealth Alliance, Llc 10
Perpetual Investment Management Ltd 10
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 10
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 10
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 10
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
AlphaCore Capital LLC 10
Nkcfo Llc 10
Alphasimplex Group, Llc 10
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 10
Financial Enhancement Group LLC 10
Cary Street Partners Asset Management Llc 10
PartnerRe Asset Management CORP 10
High Point Bank & Trust Co 10
Nuveen Nasdaq 100 Dynamic Overwrite Fund 10
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 10
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 10
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 10
Atala Financial Inc 10
Horizon Investment Services, LLC 10
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 10
Capital A Wealth Management, LLC 10
LGT Fund Management Co Ltd. 10
Kleinwort Benson Investors Dublin Ltd 10
Pinnacle Wealth Management Advisory Group, LLC 10
LBA Wealth Management, LLC 10
Nuance Investments, Llc 10
SageView Advisory Group, LLC 10
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 10
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 10
FEDERATED CORE TRUST - High Yield Bond Portfolio 10
Nair Vinay 10
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 10
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 10
Findlay Park Partners LLP 10
Bank Of Nova Scotia Trust Co 10
LM Advisors LLC 10
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 10
Heritage Trust Co 10
Bnp Paribas 10
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 10
Bruderman Asset Management, LLC 10
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 10
Triangle Securities Wealth Management 10
Oliver Luxxe Assets LLC 10
Hillhouse Capital Advisors, Ltd. 10
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 10
LKFIX - LKCM Funds - LKCM Fixed Income Fund 10
Standard Life Investments LTD 10
Modern Wealth Management, LLC 10
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 10
RPg Family Wealth Advisory, LLC 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 10
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 10
Ford Financial Group, LLC 10
Insigneo Advisory Services, Llc 10
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 10
Lipe & Dalton 10
S&co Inc 10
Segment Wealth Management, LLC 10
Wilmington Trust Co 10
John Hancock Hedged Equity & Income Fund 10
SGPIX - Profunds - Small-cap Growth Profund Investor Class 10
CR Intrinsic Investors, LLC 10
Easterly Investment Partners Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 10
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 10
RFG Advisory, LLC 10
Hoxton Financial, Inc. 10
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 10
McGlone Suttner Wealth Management, Inc. 10
Maple Capital Management, Inc. 10
Appleton Partners Inc/ma 10
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 10
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 10
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 10
Safeguard Financial, LLC 10
Kassirer Asset Management Corp 10
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 10
Norris Perne & French Llp/mi 10
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 10
AlphaStar Capital Management, LLC 10
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 10
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 10
Sullivan, Bruyette, Speros & Blaney, LLC 10
Global Assets Advisory, LLC 10
Duquesne Family Office LLC 10
Lowe Wealth Advisors, LLC 10
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 10
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 10
Global Strategic Investment Solutions, LLC 10
Hound Partners, LLC 10
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 10
Cedar Wealth Management, LLC 10
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 10
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 10
Camden Asset Management L P /ca 10
Fortis Capital Management LLC 10
Mjp Associates Inc /adv 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
Sterling Investment Advisors, Ltd. 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
Stonehage Fleming (uk) Ltd 10
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 10
Wilmington Trust Investment Management, LLC 10
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 10
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 10
FDO Partners, LLC 10
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 10
Nwq Investment Management Company, Llc 10
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 10
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 10
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 10
BLI - Banque de Luxembourg Investments 10
Fullerton Fund Management Co Ltd 10
Obermeyer Wood Investment Counsel, Lllp 10
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 10
Argentus Capital Management, LLC 10
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 10
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 10
Adirondack Trust Co 10
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 10
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 10
Wood Tarver Financial Group, LLC 10
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 10
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 10
Investment Counselors Of Maryland Llc 10
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 10
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 10
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 10
Level Financial Advisors, Inc. 10
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 10
Graticule Asia Macro Advisors LLC 10
Marsico Capital Management Llc 10
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
Meritage Group LP 10
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 10
Cambiar Investors Llc 10
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 10
Lion Street Advisors, LLC 10
Peoples Financial Services Corp. 10
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 10
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 10
Maryland Capital Advisors Inc. 10
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 10
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10
Diamond Hill Capital Management Inc 10
Clarkston Capital Partners, LLC 10
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 9
Mar Vista Investment Partners Llc 9
Fortis Advisors, LLC 9
Bray Capital Advisors 9
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 9
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 9
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 9
Drive Wealth Management, Llc 9
Exos TFP Holdings LLC 9
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 9
Thornburg Investment Management Inc 9
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF 9
West Family Investments, Inc. 9
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 9
Platinum Investment Management Ltd 9
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 9
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 9
Artal Group S.A. 9
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 9
Granite Point Capital Management, L.P. 9
Arcadia Investment Advisors Llc 9
Balter Liquid Alternatives, LLC 9
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 9
Guardian Investor Services Llc 9
Thomas J. Herzfeld Advisors, Inc. 9
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 9
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 9
PENN SERIES FUNDS INC - Small Cap Growth Fund 9
FSM Wealth Advisors, LLC 9
Evelyn Partners Investment Management Services Ltd 9
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 9
Simplify Asset Management Inc. 9
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 9
RiverPark Advisors, LLC 9
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 9
PENN SERIES FUNDS INC - Mid Cap Value Fund 9
Strategic Wealth Advisors Group, LLC 9
Highstreet Asset Management Inc. 9
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 9
Somerville Kurt F 9
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 9
Kera Capital Partners, Inc. 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 9
Masters Capital Management Llc 9
CenturyLink Investment Management Co 9
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 9
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 9
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 9
Cordasco Financial Network 9
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 9
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 9
Magnolia Capital Advisors Llc 9
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 9
Calamos Long/Short Equity & Dynamic Income Trust 9
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 9
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 9
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 9
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 9
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 9
State of New Jersey Common Pension Fund A 9
Value Holdings Management Co. Llc 9
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 9
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 9
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 9
Capital Investment Advisors, LLC 9
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 9
Delphi Private Advisors LLC 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 9
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
First National Trust Co 9
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 9
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 9
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 9
Lloyds Banking Group plc 9
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 9
Retireful, LLC 9
Missouri Trust & Investment Co 9
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 9
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 9
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 9
Glg Inc. 9
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 9
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 9
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 9
TIMOTHY PLAN - Timothy Strategic Variable 9
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 9
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 9
Manteio Capital LLC 9
InterOcean Capital Group, LLC 9
Osborne Partners Capital Management, Llc 9
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 9
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 9
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 9
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 9
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 9
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 9
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 9
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 9
Oppenheimer Global Multi Strategies Fund 9
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 9
Channing Capital Management, LLC 9
TT International Asset Management LTD 9
BLB&B Advisors, LLC 9
Fenimore Asset Management Inc 9
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 9
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 9
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 9
Comprehensive Financial Consultants Institutional, Inc. 9
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 9
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 9
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 9
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 9
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 9
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 9
Spouting Rock Asset Management, LLC 9
Nippon Life Global Investors Americas, Inc. 9
Invesco Senior Loan Fund 9
Barometer Capital Management Inc. 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Linscomb & Williams, Inc. 9
American Financial Network Advisory Services Llc 9
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 9
Walled Lake Planning & Wealth Management, Llc 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 9
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 9
Eisler Capital Management Ltd. 9
Woodmont Investment Counsel Llc 9
Meyer Handelman Co 9
MFCPX - M FUND INC - M Capital Appreciation Fund 9
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 9
Wellington Shields & Co., LLC 9
Pinnacle Summer Investments, Inc. 9
Ark Investment Management Llc 9
PACIFIC SELECT FUND - Growth Portfolio Class I 9
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 9
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
Barnett & Company, Inc. 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
North Point Portfolio Managers Corp/oh 9
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 9
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 9
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 9
Fir Tree Capital Management Lp 9
Ada Investment Management, LP 9
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 9
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 9
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 9
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 9
JBF Capital, Inc. 9
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 9
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 9
Kohlberg Kravis Roberts & Co. L.P. 9
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 9
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 9
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 9
Sender Co & Partners, Inc. 9
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 9
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 9
Beaumont Financial Partners, LLC 9
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 9
True North Advisors, LLC 9
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 9
Riverbridge Partners Llc 9
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 9
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 9
Bbr Partners, Llc 9
Seldon Capital Lp 9
Timpani Capital Management LLC 9
Signature Estate & Investment Advisors Llc 9
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 9
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 9
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 9
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 9
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 9
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 9
Alaethes Wealth LLC 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
Eaton Vance Tax-managed Diversified Equity Income Fund 9
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 9
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 9
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 9
Keeley-Teton Advisors, LLC 9
Astrantus Ltd 9
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 9
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 9
Wintrust Investments Llc 9
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 9
Investors Capital Advisory Services 9
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 9
Three Peaks Capital Management, LLC 9
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 9
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 9
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 9
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 9
Fairscale Capital, LLC 9
XTH - SPDR SERIES TRUST - SPDR S&P Technology Hardware ETF 9
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 9
Legacy Wealth Asset Management, LLC 9
Fairfield Financial Advisors, LTD 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
Tower Bridge Advisors 9
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 9
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 9
XR Securities LLC 9
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 9
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 9
CQS Cayman LP 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 9
Tru Independence Asset Management 2, Llc 9
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 9
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 9
Cove Street Capital, LLC 9
PharVision Advisers, LLC 9
Flow Traders U.s. Llc 9
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 9
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 9
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 9
Abn Amro Investment Solutions 9
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 9
Synergy Financial Management, LLC 9
Temasek Holdings (Private) Ltd 9
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 9
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 9
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 9
Wade G W & Inc 9
Amica Pension Fund Board Of Trustees 9
Badgley Phelps Wealth Managers, LLC 9
Busey Wealth Management 9
Spectrum Asset Management, Inc. (NB/CA) 9
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 9
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 9
Financial Network Wealth Management LLC 9
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 9
Omni Partners Llp 9
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 9
ICONIQ Capital, LLC 9
Bainco International Investors 9
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 9
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 9
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 9
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 9
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 9
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 9
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 9
Fayez Sarofim & Co 9
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 9
Financial Synergies Wealth Advisors, Inc. 9
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 9
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 9
Rothschild Investment Corp /il 9
Tekla Healthcare Investors 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 9
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 9
Buckhead Capital Management Llc 9
Planned Solutions, Inc. 9
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 9
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 9
Accent Capital Management, LLC 9
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 9
US Asset Management LLC 9
Stonebridge Financial Group, LLC 9
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 9
Ellsworth Growth & Income Fund Ltd 9
Pure Financial Advisors, Inc. 9
Cypress Advisory Group LLC 9
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 9
Carolina Wealth Advisors, LLC 9
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 9
Hartline Investment Corp/ 9
Hobbs Group Advisors, LLC 9
Miura Global Management, LLC 9
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 9
Clarus Wealth Advisors 9
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 9
Advance Capital I Inc 9
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 9
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 9
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 9
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 9
Keystone Financial Group 9
RGT Wealth Advisors, LLC 9
Birch Hill Investment Advisors LLC 9
ARS Investment Partners, LLC 9
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 9
Delphi Management Inc /ma/ 9
Uncommon Cents Investing LLC 9
Apriem Advisors 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
Tema Etfs Llc 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 9
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 9
Point72 Europe (London) LLP 9
NinePointTwo Capital 9
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 9
GM Advisory Group, Inc. 9
Kiley Juergens Wealth Management, Llc 9
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 9
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 9
PDS Planning, Inc 9
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 9
Samlyn Capital, Llc 9
Gabelli Global Small & Mid Cap Value Trust 9
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 9
MainStreet Investment Advisors LLC 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
Gilbert & Cook, Inc. 9
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 9
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 9
Cetera Trust Company, N.A 9
Criterion Capital Advisors, Llc 9
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 9
Horizon Financial Services, Llc 9
Carleon Capital Partners LLC 9
Beck Mack & Oliver Llc 9
Legacy Wealth Managment, LLC/ID 9
Park Avenue Institutional Advisers LLC 9
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 9
VMCVX - VALIC Co II - Mid Cap Value Fund 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 9
Uniplan Investment Counsel, Inc. 9
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 9
Pin Oak Investment Advisors Inc 9
Hunter Associates Investment Management Llc 9
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 9
1492 Capital Management LLC 9
Phoenix Wealth Advisors 9
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 9
Trellus Management Company, LLC 9
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 9
RWM Asset Management, LLC 9
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 9
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 9
Dixon Mitchell Investment Counsel Inc. 9
Cornerstone Advisors, LLC 9
Davis R M Inc 9
Madison Asset Management, LLC 9
Jamison Private Wealth Management, Inc. 9
Waterloo Capital, L.P. 9
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 9
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 9
Cornerstone Strategic Value Fund Inc 9
PSI Advisors, LLC 9
FAINX - MSS Series Trust - Fallen Angels Income Fund 9
Voya Senior Income Fund 9
Burns Matteson Capital Management, LLC 9
Southpoint Capital Advisors LP 9
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 9
Parcion Private Wealth LLC 9
Blackstone / Gso Floating Rate Enhanced Income Fund 9
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 9
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 9
Kingfisher Capital LLC 9
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 9
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 9
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 9
Shenkman Capital Management Inc 9
Howard Capital Management Inc. 9
Blue Bell Private Wealth Management, Llc 9
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 9
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 9
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 9
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 9
Maxi Investments CY Ltd 9
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 9
EMC Capital Management 9
Boenning & Scattergood, Inc. 9
Snyder Capital Management L P 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
Foundations Investment Advisors, LLC 9
MMCAP International Inc. SPC 9
Nicolet Bankshares Inc 9
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 9
Selective Wealth Management, Inc. 9
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 9
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 9
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 9
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 9
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 9
Legacy Investment Solutions, LLC 9
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 9
WESPAC Advisors, LLC 9
Vectors Research Management, LLC 9
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 9
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 9
Meridiem Capital Partners LP 9
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 9
Crews Bank & Trust 9
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 9
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 9
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 9
Landsberg, Bennett, & Dubbaneh LLC 9
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 9
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 9
Dfpg Investments, Llc 9
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 9
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 9
Blackstone / Gso Long-short Credit Income Fund 9
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 9
Ironbridge Funds, Inc. 9
Forte Capital Llc /adv 9
Anchor Capital Advisors Llc 9
Inverness Counsel Llc /ny/ 9
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 9
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 9
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 9
Rs Investment Trust 9
Tcg Advisors, Lp 9
Pacific Capital Wealth Advisors, Inc 9
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 9
Strategic Investment Advisors / MI 9
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 9
Grey Street Capital, LLC 9
TriaGen Wealth Management LLC 9
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 9
Sante Capital Fund, LP 9
Callan Capital, LLC 9
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 9
9258 Wealth Management, LLC 9
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 9
SlateStone Wealth, LLC 9
Maplelane Capital, Llc 9
Palmer Knight Co 9
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 9
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 9
Cypress Asset Management Inc/tx 9
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 9
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 9
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF 9
Abundance Wealth Counselors 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 9
Centricity Wealth Management, LLC 9
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
Israel Discount Bank Of New York /gfn 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 9
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 9
Argent Advisors, Inc. 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 9
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 9
Nalls Sherbakoff Group, Llc 9
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 9
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 9
RobecoSam USA, Inc. 9
Delos Wealth Advisors, LLC 9
MorganRosel Wealth Management, LLC 9
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 9
Alpha Quant Advisors, Llc 9
Brandywine Oak Private Wealth Llc 9
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 9
McClarren Financial Advisors, Inc. 9
Mid Atlantic Financial Management Inc/adv 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
PAX Financial Group, LLC 9
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 9
Garda Capital Partners Lp 9
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 9
Bridge City Capital, LLC 9
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 9
Oppenheimer Global Multi-asset Growth Fund 9
New Jersey Better Educational Savings Trust 9
Leuthold Group, Llc 9
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 9
Nicolet Advisory Services, Llc 9
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 9
British Airways Pensions Investment Management Ltd 9
Lyell Wealth Management, Lp 9
Horizon Kinetics Asset Management Llc 9
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 9
FourThought Financial Partners, LLC 9
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 9
New England Capital Financial Advisors LLC 9
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 9
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 9
Nippon Life Insurance Co 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 9
Annex Advisory Services, LLC 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
Jump Trading, Llc 9
OneAscent Financial Services LLC 9
MidWestOne Financial Group, Inc. 9
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 9
Clough Capital Partners L P 9
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 9
Icon Wealth Advisors, LLC 9
Daymark Wealth Partners, Llc 9
Steelhead Partners Llc 9
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 9
Orser Capital Management, Llc 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 9
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 9
VCBDX - VALIC Co I - Core Bond Fund 9
Rs Variable Products Trust 9
Creative Capital Management Investments LLC 9
Engrave Wealth Partners LLC 9
General Partner, Inc. 9
Cpwm, Llc 9
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 8
Harvey Investment Co Llc 8
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 8
Scissortail Wealth Management, LLC 8
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 8
Aua Capital Management, Llc 8
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 8
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 8
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 8
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 8
Invesco Senior Income Trust 8
Tirschwell & Loewy Inc 8
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 8
Arnhold LLC 8
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 8
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 8
Wells Fargo Multi-sector Income Fund 8
Valley Brook Capital Group, Inc. 8
Price Capital Management, Inc. 8
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 8
Horizons Etf Trust I 8
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 8
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 8
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
Divisar Capital Management LLC 8
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 8
Martin Currie Ltd 8
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 8
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 8
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 8
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 8
Iron Horse Wealth Management, LLC 8
Waters Parkerson & Co., Llc 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
GFS Advisors, LLC 8
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 8
Painted Porch Advisors LLC 8
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 8
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 8
Mayflower Financial Advisors, LLC 8
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 8
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 8
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 8
Heritage Investors Management Corp 8
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 8
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 8
1st Source Bank 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 8
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
Altium Capital Management LP 8
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 8
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 8
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 8
Havens Advisors Llc 8
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 8
Privium Fund Management B.V. 8
Capital Investment Services of America, Inc. 8
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 8
Difesa Capital Management, Lp 8
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 8
CarsonAllaria Wealth Management, Ltd. 8
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 8
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 8
Fwl Investment Management, Llc 8
American Funds Insurance Series 8
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 8
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 8
Locust Wood Capital Advisers, Llc 8
Cim, Llc 8
Stonegate Investment Group, LLC 8
Sax Wealth Advisors, Llc 8
Investment Management Of Virginia Llc 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 8
VestGen Advisors, LLC 8
Transatlantique Private Wealth Llc 8
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 8
Castle Wealth Management Llc 8
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 8
2Xideas AG 8
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 8
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 8
WESPAC Advisors SoCal, LLC 8
Plancorp, LLC 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
IFG Advisory, LLC 8
Ellsworth Advisors, LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 8
DB Wealth Management Group, LLC 8
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
Argent Financial Group, Inc. 8
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 8
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 8
Charter Trust Co 8
Montag & Caldwell, Llc 8
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 8
Fifth Lane Capital, Lp 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
Adams Diversified Equity Fund, Inc. 8
Syverson Strege & Co 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 8
Decheng Capital Management III (Cayman), LLC 8
Springbank Value Partners Lp 8
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 8
Profunds - Profund Vp Biotechnology 8
HMS Capital Management, LLC 8
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 8
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 8
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 8
Mizuho Markets Americas Llc 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
Power Corp of Canada 8
Northstar Asset Management Llc 8
Financial Advisors Network, Inc. 8
Flaharty Asset Management, LLC 8
IBOT - VanEck ETF Trust - VanEck Robotics ETF 8
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 8
Filbrandt Wealth Management, LLC 8
MADDEN SECURITIES Corp 8
Delphia (USA) Inc. 8
Quinn Opportunity Partners LLC 8
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
Northeast Financial Consultants Inc 8
Rock Creek Group, LP 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 8
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
Horizon Kinetics LLC 8
Blackston Financial Advisory Group, LLC 8
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 8
Balasa Dinverno & Foltz Llc 8
Bath Savings Trust Co 8
Atika Capital Management LLC 8
PENN SERIES FUNDS INC - Large Growth Stock Fund 8
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 8
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 8
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 8
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 8
Lifeworks Advisors, LLC 8
VIOPX - VALIC Co I - International Opportunities Fund 8
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 8
PPM Funds - PPM Floating Rate Income Fund (Inst) 8
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Cardiff Park Advisors, Llc 8
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 8
Park Square Financial Group, LLC 8
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 8
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 8
Juncture Wealth Strategies, Llc 8
Israel Discount Bank of New York 8
Waddell & Reed Advisors Funds 8
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 8
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 8
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 8
Hemenway Trust Co LLC 8
Eukles Asset Management 8
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 8
Lavaca Capital Llc 8
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 8
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 8
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 8
GGBFX - GuideStone Funds - Global Bond Fund Investor 8
Mazama Capital Management Inc 8
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 8
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 8
First National Advisers, LLC 8
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 8
Fedenia Advisers LLC 8
Front Street Capital Management, Inc. 8
Private Capital Advisors, Inc. 8
Decker Retirement Planning Inc. 8
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 8
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 8
Corsair Capital Management, L.p. 8
Manning & Napier Advisors Llc 8
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 8
New Hampshire Trust 8
First Community Trust Na 8
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 8
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 8
Ramius Advisors Llc 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
Cedar Mountain Advisors, LLC 8
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 8
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 8
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 8
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 8
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 8
Roman Butler Fullerton & Co 8
Grandview Asset Management LLC 8
Paragon Capital Management LLC 8
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
Moreno Evelyn V 8
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 8
Pensionfund Sabic 8
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 8
PCA Investment Advisory Services Inc. 8
Tiger Eye Capital LLC 8
Becker Capital Management Inc 8
Pine Valley Investments Ltd Liability Co 8
Moody Aldrich Partners Llc 8
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 8
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 8
Capital Advisory Group Advisory Services, LLC 8
Dodge & Cox 8
Hilton Capital Management, LLC 8
Legacy Financial Group LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 8
Stonnington Group, Llc 8
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 8
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 8
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 8
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 8
Douglas Lane & Associates, LLC 8
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 8
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 8
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 8
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 8
Alliance Wealth Advisors, LLC /UT 8
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 8
Quintet Private Bank (Europe) S.A. 8
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 8
Searle & Co. 8
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 8
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 8
Ohio National Investments, Inc. 8
Sphera Funds Management Ltd. 8
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 8
Nilsine Partners, LLC 8
Dougherty Wealth Advisers LLC 8
Fiduciary Management Associates Llc 8
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 8
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 8
DSAM Partners (London) Ltd 8
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 8
Insight Wealth Strategies, LLC 8
Sargent Investment Group, LLC 8
Watershed Asset Management, L.L.C. 8
Paradigm Financial Partners, Llc 8
Reston Wealth Management Llc 8
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 8
Bristlecone Advisors, LLC 8
Regency Capital Management Inc.\DE 8
Harris Associates L P 8
Eaton Vance Enhanced Equity Income Fund Ii 8
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 8
Field & Main Bank 8
GGIIX - GuideStone Funds - Global Impact Fund Investor 8
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 8
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 8
Private Advisory Group LLC 8
Woodley Farra Manion Portfolio Management Inc 8
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 8
TrinityPoint Wealth, LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 8
Reliance Trust Co Of Delaware 8
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 8
Baldrige Asset Management LLC 8
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 8
Rock Springs Capital Management LP 8
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 8
Wendell David Associates Inc 8
First National Bank of South Miami 8
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 8
First Financial Bank - Trust Division 8
City State Bank 8
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 8
Good Life Advisors, LLC 8
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 8
Tilt Investment Management Holdings, PBC 8
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 8
Brave Asset Management Inc 8
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 8
Dividend Asset Capital, Llc 8
Cassaday & Co Wealth Management LLC 8
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 8
Diker Management Llc 8
Courier Capital Llc 8
Gallagher Fiduciary Advisors, LLC 8
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 8
STXK - EA Series Trust - Strive Small-Cap ETF 8
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 8
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 8
Cognios Capital, LLC 8
Klingenstein Fields & Co Lp 8
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
Reinhart Partners, Inc. 8
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 8
Thor Advisors, Llc 8
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 8
VSSGX - VALIC Co I - Small-Mid Growth Fund 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 8
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 8
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 8
Intersect Capital LLC 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
Semmax Financial Advisors Inc. 8
Kozak & Associates, Inc. 8
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 8
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 8
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 8
Glass Jacobson Investment Advisors llc 8
Wrapmanager Inc 8
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 8
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 8
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 8
Murphy Capital Management Inc 8
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 8
Kowal Investment Group, LLC 8
SevenBridge Financial Group, LLC 8
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 8
Mengis Capital Management, Inc. 8
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 8
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF 8
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 8
Milestone Investment Advisors LLC 8
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 8
Haafor (Singapore) Pte. Ltd. 8
Asymmetry Capital Management, L.P. 8
Homrich & Berg 8
Zwj Investment Counsel Inc 8
Americafirst Capital Management, Llc 8
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 8
PICTET BANK & TRUST Ltd 8
Iron Financial, LLC 8
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 8
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 8
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 8
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 8
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 8
Meridian Wealth Advisors, LLC 8
Edge Asset Management, Inc 8
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 8
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 8
ASB Consultores, LLC 8
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 8
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 8
Coppell Advisory Solutions Corp. 8
Fourth Dimension Wealth, LLC 8
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 8
Outlook Wealth Advisors, LLC 8
Brewin Dolphin Wealth Management Ltd 8
New Amsterdam Partners Llc/ny 8
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 8
Impax Asset Management (AIFM) Ltd 8
VEGN - ETF Series Solutions - US Vegan Climate ETF 8
Hills Bank & Trust Co 8
Kiker Wealth Management, LLC 8
FSC Wealth Advisors, LLC 8
Governors Lane LP 8
Enterprise Trust & Investment Co 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 8
Bragg Financial Advisors, Inc 8
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 8
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 8
Delta Global Management LP 8
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 8
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 8
Vontobel Asset Management Inc 8
Ilex Capital Partners (UK) LLP 8
Athos Capital Ltd 8
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 8
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 8
Marxe Austin W & Greenhouse David M 8
Signal Advisors Wealth, LLC 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 8
LMR Master Fund Ltd 8
DeDora Capital, Inc. 8
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 8
Capital Management Associates /ny/ 8
Arjuna Capital 8
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 8
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 8
Alerus Financial Na 8
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 8
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 8
UNIVEST FINANCIAL Corp 8
Main Street Group, LTD 8
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 8
CoreFirst Bank & Trust 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 8
Skye Global Management LP 8
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 8
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 8
ProVise Management Group, LLC 8
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 8
Northwest Capital Management Inc 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
Smith, Salley & Associates 8
CapWealth Advisors, LLC 8
Edmond De Rothschild (suisse) S.a. 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
Connor Clark & Lunn Investment Management Ltd 8
Freemont Management S.A. 8
Stance Capital Llc 8
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 8
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 8
Gierl Augustine Investment Management Inc 8
Klingman & Associates, LLC 8
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 8
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 8
S&t Bank/pa 8
Beacon Capital Management, Inc. 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 8
Able Wealth Management LLC 8
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 8
Pointe Capital Management LLC 8
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
BlackRock Science & Technology Trust II 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
Bellecapital International Ltd. 8
Sandy Cove Advisors, LLC 8
Mechanics Bank Trust Department 8
Sector Gamma As 8
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 8
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 8
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 8
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 8
Shaker Investments Llc/oh 8
Fortis Capital Advisors, LLC 8
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 8
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8
Baker Chad R 8
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 8
Premia Global Advisors, Llc 8
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 8
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 8
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
Norway Savings Bank 8
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 8
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 8
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 8
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 8
Putnam Master Intermediate Income Trust 8
State Farm Mutual Automobile Insurance Co 8
BlackRock ETF Trust II - BlackRock Total Return ETF 8
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 8
TCG Advisory Services, LLC 8
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 8
Tekla Life Sciences Investors 8
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 8
Eaton Vance Enhanced Equity Income Fund 8
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 8
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 8
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 8
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 8
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 8
Human Investing LLC 8
Mountain Capital Investment Advisors, Inc 8
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 8
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 8
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 8
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 8
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 8
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 8
IMG Wealth Management, Inc. 8
Fort Baker Capital Management LP 8
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 8
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 8
Principle Wealth Partners Llc 8
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 8
Seelaus Asset Management LLC 8
Eaton Vance Short Duration Diversified Income Fund 8
Spartan Planning & Wealth Management 8
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 8
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 8
Monetary Management Group Inc 8
PENN SERIES FUNDS INC - Developed International Index Fund 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
Acorn Wealth Advisors, LLC 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 8
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 8
Putnam ETF Trust - Putnam Sustainable Future ETF - 8
Blackrock Master Llc 8
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 8
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 8
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 8
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 8
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 8
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 8
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 8
Monticello Wealth Management, Llc 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Platte River Capital LLC 8
Soltis Investment Advisors LLC 8
Hermes Investment Management Ltd 8
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 8
Tiemann Investment Advisors, Llc 8
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 8
Cary Street Partners Financial Llc 8
Mariner Investment Group Llc 8
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 8
Aequim Alternative Investments LP 8
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 8
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 8
Cypress Capital, LLC 8
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 8
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 8
Truadvice, LLC 8
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 8
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 8
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 8
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 8
Dixon Hubard Feinour & Brown Inc/va 8
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 8
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 8
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 8
Wealthsource Partners, Llc 8
Lake Point Wealth Management 8
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 8
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 8
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 8
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 8
Intellectus Partners, LLC 8
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 8
Falcon Point Capital, Llc 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 8
Clear Creek Financial Management, LLC 8
West Coast Financial LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 8
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 8
Fulcrum Equity Management 8
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 8
AQGNX - AQR Funds - AQR Global Equity Fund Class N 8
Cohanzick Management, Llc 8
L2 Asset Management, LLC 8
Founders Capital Management 8
Kellner Capital, LLC 8
Rheos Capital Works Inc. 8
Miracle Mile Advisors, LLC 8
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF 8
Fulcrum Asset Management LLP 8
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 8
Gratus Capital LLC 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
Factory Mutual Insurance Co 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
Capital Counsel Llc/ny 8
Elk Creek Partners, LLC 8
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 8
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 8
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 8
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 7
Fractal Investments LLC 7
Wbh Advisory Inc 7
Tower View Investment Management & Research LLC 7
Formula Growth Ltd 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 7
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 7
one8zero8, LLC 7
Sanders Morris Harris Llc 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 7
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 7
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
JT Stratford LLC 7
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 7
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 7
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 7
Sand Hill Global Advisors, LLC 7
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 7
Wayfinding Financial, LLC 7
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 7
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 7
Highview Capital Management LLC/DE/ 7
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 7
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 7
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 7
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 7
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 7
Wealth Preservation Advisors, LLC 7
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 7
Hgk Asset Management Inc 7
Belmont Capital, LLC 7
Waverton Investment Management Ltd 7
Quest Investment Management Llc 7
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 7
AMH Equity Ltd 7
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 7
Spearhead Capital Advisors, Llc 7
Paladin Advisory Group, LLC 7
Texas Capital Bancshares Inc/tx 7
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 7
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 7
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 7
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 7
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 7
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 7
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 7
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 7
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 7
Patton Albertson Miller Group, Llc 7
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 7
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 7
Dreman Value Management, L L C 7
Pegasus Partners Ltd. 7
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 7
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 7
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 7
Argus Investors' Counsel, Inc. 7
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 7
McNamara Financial Services, Inc. 7
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 7
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 7
Affinity Investment Advisors, Llc 7
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 7
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 7
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 7
Chemical Bank 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
Trust Co Of Oklahoma 7
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 7
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 7
Kempen Capital Management N.v. 7
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
Roberts Wealth Advisors, LLC 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 7
Sfmg, Llc 7
Tran Capital Management, L.p. 7
Oppenheimer Discovery Mid Cap Growth Fund 7
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 7
Sandhill Capital Partners LLC 7
Marble Harbor Investment Counsel, LLC 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 7
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 7
Farr Miller & Washington Llc/dc 7
Ramsay, Stattman, Vela & Price, Inc. 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
Comerica Securities Inc 7
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 7
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 7
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 7
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 7
ID Management A/S 7
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 7
Westover Capital Advisors, LLC 7
TAMRO Capital Partners LLC 7
JNL SERIES TRUST - JNL Bond Index Fund (I) 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 7
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 7
Kennebec Savings Bank 7
Marco Investment Management Llc 7
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 7
Lynwood Capital Management Inc. 7
Huntleigh Advisors, Inc. 7
Eminence Capital, Lp 7
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 7
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 7
Mfs Special Value Trust 7
JTC Employer Solutions Trusteee Ltd 7
VSM Wealth Advisory, LLC 7
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 7
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 7
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 7
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 7
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 7
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 7
Badgley Phelps & Bell Inc 7
Mascagni Wealth Management, Inc. 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 7
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 7
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 7
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 7
Green Alpha Advisors, LLC 7
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 7
NZS Capital, LLC 7
Breton Hill Capital Ltd. 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
True Link Financial Advisors, LLC 7
Eaton Vance Tax Advantaged Global Dividend Income Fund 7
Mid Continent Capital Llc/il 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
Mattson Financial Services, LLC 7
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 7
Iguana Healthcare Management, LLC 7
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 7
Sentinel Group Funds Inc 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 7
Heartland Bank & Trust Co 7
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 7
Dudley & Shanley, Inc. 7
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 7
BlackRock Private Investments Fund 7
Cooke & Bieler Lp 7
Kessler Investment Group, LLC 7
Anderson Hoagland & Co 7
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 7
Franklin Street Advisors Inc /nc 7
Legacy Capital Wealth Partners, LLC 7
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 7
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 7
FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund 7
Snow Capital Management Lp 7
Liberty Capital Management, Inc. 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 7
SCS Capital Management LLC 7
Private Bank & Trust Co 7
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 7
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
Founders Financial Securities Llc 7
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 7
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
BancorpSouth Inc 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 7
Trust Co 7
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 7
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 7
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 7
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 7
Aspiriant, Llc 7
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 7
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 7
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 7
Everhart Financial Group, Inc. 7
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 7
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
Gagnon Securities Llc 7
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 7
Wells Fargo Global Dividend Opportunity Fund 7
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 7
BTC Capital Management, Inc. 7
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 7
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 7
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 7
Dean Capital Management 7
Wealthgarden F.s. Llc 7
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 7
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 7
Tobias Financial Advisors, Inc. 7
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
Wingate Wealth Advisors, Inc. 7
SRN Advisors, LLC 7
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 7
CWA Asset Management Group, LLC 7
Gca Investment Management, Llc 7
Swedbank 7
Turner Funds 7
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 7
qPULA Trading Management LP 7
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 7
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 7
Fortress Investment Group LLC 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 7
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 7
Minot Wealth Management LLC 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 7
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 7
Ridgeworth Funds 7
Samalin Investment Counsel, LLC 7
Edmond De Rothschild Asset Management (france) 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 7
Focus Financial Network, Inc. 7
Triad Wealth Partners, LLC 7
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 7
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 7
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 7
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 7
Parvin Asset Management, LLC 7
Fairman Group, LLC 7
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 7
Privium Fund Management (UK) Ltd 7
Reby Advisors, LLC 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
LifePlan Financial Group, Inc 7
Bck Capital Management Lp 7
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 7
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
CrestPoint Capital Management, LLC 7
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 7
Rowland Carmichael Advisors Inc /adv 7
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 7
Quaero Capital S.A. 7
GFG Capital, LLC 7
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 7
United Advisor Group, LLC 7
ESL Trust Services, LLC 7
American National Insurance Co /tx/ 7
Peddock Capital Advisors, Llc 7
Retirement Wealth Solutions LLC 7
Foresight Group Ltd Liability Partnership 7
First Commonwealth Financial Corp /pa/ 7
Casdin Capital, LLC 7
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 7
Prudent Man Advisors, LLC 7
Taylor Hoffman Wealth Management 7
Camden National Bank 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 7
Nan Shan Life Insurance Co., Ltd. 7
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 7
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 7
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 7
Oak Grove Capital LLC 7
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 7
Summit Wealth Group, LLC 7
Integre Asset Management, LLC 7
Strategic Wealth Designers 7
Asset Planning,Inc 7
Partners Capital Investment Group, Llp 7
Chesapeake Capital Corp /il/ 7
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 7
Hamilton Point Investment Advisors, LLC 7
Crabel Capital Management, LLC 7
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 7
Lumature Wealth Partners, LLC 7
Aristotle Atlantic Partners, Llc 7
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 7
Thames Capital Management Llc 7
Evergreen Private Wealth LLC 7
Bel Air Investment Advisors Llc 7
Putnam Premier Income Trust 7
G&S Capital LLC 7
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 7
Barlow Wealth Partners, Inc. 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
Strategic Capital Alternatives LLC 7
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 7
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 7
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 7
Lyon Street Capital, LLC 7
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 7
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 7
Custom Index Systems, Llc 7
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 7
Empire Life Investments Inc. 7
Apex Capital Management 7
Tritonpoint Wealth, Llc 7
VCSBX - VALIC Co II - Strategic Bond Fund 7
CastleArk Alternatives, LLC 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
Cypress Point Wealth Management, LLC 7
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 7
Crown Advisors Management, Inc. 7
Bright Rock Capital Management, Llc 7
Global Endowment Management, LP 7
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 7
Minot DeBlois Advisors LLC 7
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 7
Burleson & Company, LLC 7
Jasper Ridge Partners, L.P. 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
Gw Henssler & Associates Ltd 7
Zimmer Partners, LP 7
Davis-rea Ltd. 7
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 7
Honeywell International Inc 7
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 7
San Luis Wealth Advisors LLC 7
Gargoyle Investment Advisor L.L.C. 7
Jarislowsky, Fraser Ltd 7
Texas Capital Bank Wealth Management Services Inc 7
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 7
Harber Asset Management Llc 7
Deprince Race & Zollo Inc 7
NWK Group, Inc. 7
Elmwood Wealth Management, Inc. 7
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 7
Rice Partnership, LLC 7
Southeast Asset Advisors Inc. 7
Brandes Investment Partners, Lp 7
Ninety One SA (PTY) Ltd 7
Boussard & Gavaudan Investment Management LLP 7
Eagle Health Investments LP 7
Cohen & Steers, Inc. 7
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 7
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 7
Dundas Partners LLP 7
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 7
BluePath Capital Management, LLC 7
Strategic Investment Management, Llc 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 7
Ulysses Management LLC 7
BlackRock ETF Trust II - BlackRock Flexible Income ETF 7
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 7
W.G. Shaheen & Associates DBA Whitney & Co 7
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 7
Voya Global Equity Dividend & Premium Opportunity Fund 7
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 7
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 7
Westerly Capital Management, Llc 7
Appian Way Asset Management LP 7
Halpern Financial, Inc. 7
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 7
Clal Insurance Enterprises Holdings Ltd 7
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 7
Strategic Financial Concepts, LLC 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
Pacific Ridge Capital Partners, LLC 7
Voya Global Advantage & Premium Opportunity Fund 7
Junto Capital Management LP 7
Johanson Financial Advisors, Inc. 7
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 7
McGuire Investment Group, LLC 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
Brookside Capital Management Llc 7
Kemnay Advisory Services Inc. 7
Jackson Square Partners, LLC 7
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 7
Coastal Bridge Advisors, LLC 7
Himco Variable Insurance Trust 7
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
Financial Consulate, Inc 7
America First Investment Advisors, LLC 7
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 7
Peak Financial Advisors Llc 7
Legacy Bridge, LLC 7
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 7
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 7
Lvm Capital Management Ltd/mi 7
Cordatus Wealth Management LLC 7
Blackstone / Gso Senior Floating Rate Term Fund 7
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 7
Stock Portfolio - Stock Portfolio 7
RBB FUND, INC. - Aquarius International Fund 7
Advanced Portfolio Management, LLC 7
Acima Private Wealth, Llc 7
Angeles Investment Advisors, LLC 7
Imprint Wealth LLC 7
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 7
Legacy Capital Group California, Inc. 7
Cedar Brook Financial Partners, LLC 7
Clearbridge, Llc 7
Apexium Financial, Lp 7
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 7
Lumina Fund Management LLC 7
McKinley Carter Wealth Services, Inc. 7
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7
Mizuho Securities Co. Ltd. 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 7
Mission Creek Capital Partners, Inc. 7
Laidlaw Wealth Management LLC 7
Farmers & Merchants Trust Co of Long Beach 7
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 7
Authentikos Wealth Advisory, LLC 7
Nuveen S&p 500 Buywrite Income Fund 7
Blueprint Investment Partners LLC 7
Sig Brokerage, Lp 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 7
Acrisure Capital Management, LLC 7
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF 7
Susquehanna International Group Ltd. 7
Prostatis Group LLC 7
Cambria Investment Management, L.P. 7
Rainier Investment Management Llc 7
Parian Global Management LP 7
Ifrah Financial Services, Inc. 7
RiverFront Investment Group, LLC 7
Mitsubishi UFJ Asset Management (UK) Ltd. 7
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 7
Sentinel Variable Products Trust 7
Black Swift Group, LLC 7
Btr Capital Management Inc 7
Hnp Capital Llc 7
Capital Financial Planning, LLC 7
Transform Wealth, LLC 7
Brendel Financial Advisors LLC 7
Harbert Fund Advisors, Inc. 7
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 7
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 7
Western Wealth Management, LLC 7
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 7
Arthur M. Cohen & Associates, Llc 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
Lourd Capital, LLC 7
PENN SERIES FUNDS INC - Large Cap Value Fund 7
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 7
BCJ Capital Management, LLC 7
Horizon Funds - HORIZON EXPEDITION PLUS ETF 7
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 7
Beaconlight Capital, Llc 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
Hodges Capital Management Inc. 7
PENN SERIES FUNDS INC - Large Cap Growth Fund 7
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 7
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 7
RDA Financial Network 7
Patriot Investment Management Inc. 7
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 7
Papp L Roy & Associates 7
Richard W. Paul & Associates, LLC 7
Promus Capital, LLC 7
Hyman Charles D 7
Eaton Vance Risk-managed Diversified Equity Income Fund 7
River Wealth Advisors LLC 7
Leap Investments Lp 7
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 7
Murchinson Ltd. 7
Nordwand Advisors, LLC 7
Guggenheim Equal Weight Enhanced Equity Income Fund 7
Flossbach Von Storch Ag 7
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 7
Camber Capital Management LP 7
Tandem Capital Management Corp /adv 7
JDM Financial Group LLC 7
Balboa Wealth Partners 7
TFG Advisers LLC 7
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 7
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 7
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 7
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 7
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 7
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 7
Cai Capital Management, Inc. 7
Progressive Investment Management Corp 7
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 7
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 7
Sowa Financial Group, Inc. 7
Citizens Business Bank 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 7
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares 7
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 7
Dfa Investment Trust Co - The Continental Small Company Series 7
TCF National Bank 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 7
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 7
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 7
Everett Harris & Co /ca/ 7
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 7
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 7
WealthPlan Investment Management, LLC 7
Cadian Capital Management, Lp 7
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 7
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 7
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 7
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 7
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 7
Windward Capital Management Co /ca 7
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 7
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 7
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 7
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 7
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
Winslow Capital Management, LLC 7
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 7
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 7
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Lodge Hill Capital, LLC 7
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
EdgeRock Capital LLC 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 7
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 7
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 7
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 7
Benson Investment Management Company, Inc. 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 7
Richards, Merrill & Peterson, Inc. 7
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 7
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 7
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 7
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 7
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 7
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 7
Gabelli ETFs Trust - Gabelli Asset ETF 7
BlackRock ETF Trust - BlackRock Future Tech ETF 7
Farmers Trust Co 7
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 7
AIGH Capital Management LLC 7
Acuta Capital Partners, Llc 7
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 7
TRANSAMERICA FUNDS - Transamerica Core Bond I2 7
Marshall & Sullivan Inc /wa/ 7
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 7
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 7
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 7
SILVER OAK SECURITIES, Inc 7
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 7
MJT & Associates Financial Advisory Group, Inc. 7
Offit Capital Advisors Llc 7
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 7
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 7
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 7
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 7
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 7
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 7
NOINX - Northern Funds - Northern International Equity Index Fund 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
Provence Wealth Management Group 7
Azimuth Capital Management LLC 7
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 7
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 7
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 7
Integrity Alliance, Llc. 7
Vontobel Swiss Wealth Advisors AG 7
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 7
Cardan Capital Partners, LLC 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 7
Howland Capital Management Llc 7
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 7
Allianzgi Convertible & Income 2024 Target Term Fund 7
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 7
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 7
Veracity Capital LLC 7
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 7
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 7
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 7
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 7
Renaissance Investment Group LLC 7
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 7
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
VLCGX - VALIC Co I - Large Capital Growth Fund 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 7
Madison Investment Advisors, LLC 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 7
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 7
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 7
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 7
Siena Capital Llc 7
SeaBridge Investment Advisors LLC 7
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 7
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 7
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 7
Nuveen Multi-Asset Income Fund 7
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 7
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 7
Stuart Chaussee & Associates, Inc. 7
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 7
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 7
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
Torray Llc 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 7
Opus Capital Group, LLC 7
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 7
Armbruster Capital Management, Inc. 7
Options Solutions, Llc 7
BKD Wealth Advisors, LLC 7
Traynor Capital Management, Inc. 7
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 7
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 7
McAdams Wright Ragen, Inc. 7
Croft-leominster Inc 7
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 7
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 7
Nuveen Fund Advisors, LLC 7
Bessemer Securities Llc 7
Ulland Investment Advisors, LLC 7
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 7
RPG Investment Advisory, LLC 7
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 7
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 7
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 7
Roberts Capital Advisors, LLC 7
Merriman Wealth Management, LLC 7
Metatron Capital SICAV plc 7
V Wealth Advisors LLC 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
Icapital Wealth Llc 7
Bivin & Associates, Inc. 7
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 7
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 7
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 7
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 7
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 7
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 7
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 7
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
Stux Capital Management, LLC 7
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 7
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 7
Cornerstone Total Return Fund Inc 7
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 7
Kenfarb & Co. 7
Financial Connections Group, Inc. 7
Krs Capital Management, Llc 7
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 7
Taika Capital, LP 7
Chiron Capital Management, Llc 7
Vanguard Windsor Funds 7
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 7
Sompo Japan Nipponkoa Asset Management Co.,ltd. 7
Main Street Research LLC 7
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 7
Lord Abbett Developing Growth Fund, Inc. 7
LKEQX - LKCM Funds - LKCM Equity Fund 7
Heritage Investment Group, Inc. 7
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 7
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 7
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 6
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 6
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 6
VELA Funds - VELA Large Cap 130/30 Fund Class I 6
Walthausen & Co., LLC 6
RFG - Bristol Wealth Advisors, LLC 6
InTrack Investment Management Inc 6
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 6
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 6
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 6
Duff & Phelps Investment Management Co 6
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
Force Hill Capital Management LP 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 6
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF 6
Efficient Market Advisors, LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
Capital City Trust Co/fl 6
Guinness Atkinson Asset Management Inc 6
Montanaro Asset Management Ltd 6
Orinda Asset Management LLC 6
Aveo Capital Partners, LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 6
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 6
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 6
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 6
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 6
Sound Shore Management Inc /ct/ 6
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
Horan Capital Advisors, LLC. 6
Covington Investment Advisors Inc. 6
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 6
First Niagara Bank 6
Nixon Peabody Trust Co 6
Verity & Verity, LLC 6
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 6
Affinity Asset Advisors, LLC 6
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 6
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 6
Legacy Private Trust Co. 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
B & T Capital Management DBA Alpha Capital Management 6
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 6
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Humankind Investments LLC 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
ANTIPODES PARTNERS Ltd 6
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 6
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 6
Boreal Capital Management LLC 6
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 6
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 6
Sterling Financial Planning, Inc. 6
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 6
CBOE Vest Financial, LLC 6
Crawford Lake Capital Management, LLC 6
Central Securities Corp 6
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 6
Woodstock Corp 6
MONTX - MONETTA TRUST - Monetta Fund 6
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 6
Trust Investment Advisors 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
EXI - iSHARES TRUST - iShares Global Industrials ETF 6
Burns J W & Co Inc/ny 6
IXN - iSHARES TRUST - iShares Global Tech ETF 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
Cowa, Llc 6
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 6
Genworth Financial Inc 6
Hurley Capital, LLC 6
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 6
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 6
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 6
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 6
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
Alta Capital Management Llc/ 6
Magellan Asset Management Ltd 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 6
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 6
American Capital Management Inc 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 6
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 6
MSS Series Trust - One Rock Fund 6
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 6
Diversified, LLC 6
Reyes Financial Architecture, Inc. 6
Carnick & Kubik, LLC 6
Nia Impact Advisors, Llc 6
Johnson Midwest Financial, LLC 6
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 6
EagleClaw Capital Managment, LLC 6
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 6
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 6
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 6
Redwood Park Advisors LLC 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
ROSS\JOHNSON & Associates LLC 6
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 6
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 6
D L Carlson Investment Group Inc 6
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 6
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
Platinum Management (NY) LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
Platform Technology Partners 6
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
CT Financial Advisors LLC 6
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 6
Morgens Waterfall Vintiadis & Co Inc 6
Triglav Skladi, D.o.o. 6
Tikvah Management LLC 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 6
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 6
Jeppson Wealth Management, Llc 6
Ally Bridge Group (NY) LLC 6
Madison Investment Holdings Inc 6
IPG Investment Advisors LLC 6
Montrusco Bolton Investments Inc. 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
SFE Investment Counsel 6
Strategic Capital Group LLC 6
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 6
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 6
Cypress Capital Management Llc 6
Daiwa SB Investments Ltd. 6
Harvest Capital Strategies LLC 6
Violich Capital Management, Inc. 6
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 6
Northpointe Capital Llc 6
First Western Trust Bank 6
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 6
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 6
GKV Capital Management Co., Inc. 6
Pax World Management Llc 6
Dinsmore Capital Management Co/nj 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
Sii Investments Inc/wi 6
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 6
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 6
Criterion Capital Management Llc 6
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 6
Maryland Capital Management 6
Convergence Financial, LLC 6
Steinberg Global Asset Management 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
Cannell Capital Llc 6
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
Centennial Bank/AR/ 6
LifeSteps Financial, Inc. 6
TradeLink Global Equity LLC 6
Satuit Capital Management Trust 6
Lafitte Capital Management LP 6
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 6
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 6
Green Arrow Capital Management Llc 6
Gerstein Fisher 6
Brass Tax Wealth Management, Inc 6
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 6
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 6
Fullcircle Wealth Llc 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
Md Sass Investors Services Inc 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A 6
TruNorth Capital Management, LLC 6
David R. Rahn & Associates Inc. 6
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 6
Breakwater Investment Management 6
Dempze Nancy E 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
Nokomis Capital, L.L.C. 6
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 6
Pacific Global Investment Management Co 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
Empyrean Capital Partners, LP 6
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 6
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Sugar Maple Asset Management, LLC 6
POM Investment Strategies, LLC 6
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
Ranger Investment Management, L.P. 6
SMITH HAYES Advisers, Inc 6
Spirepoint Private Client, Llc 6
Sienna Gestion 6
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 6
Franklin Ltd Duration Income Trust 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 6
Griffin Institutional Access Credit Fund 6
Schmidt P J Investment Management Inc 6
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
Westwood Management Corp /il/ 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
ICW Investment Advisors LLC 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
Intrepid Capital Management Inc 6
Ables, Iannone, Moore & Associates, Inc. 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 6
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 6
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 6
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares 6
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 6
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 6
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 6
Legacy Wealth Management, LLC / MS 6
GLOBALT Investments LLC / GA 6
Sanibel Captiva Trust Company, Inc. 6
Lansdowne Partners (uk) Llp 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 6
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 6
TARKX - Clark Fork Trust - Tarkio Fund 6
Aries Wealth Management 6
Copperwynd Financial, LLC 6
PrairieView Partners, LLC 6
Sanctuary Wealth Management, L.L.C. 6
AlTi Global, Inc. 6
Freedom Day Solutions, LLC 6
Castle Rock Wealth Management, LLC 6
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 6
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 6
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 6
Holistic Financial Partners 6
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 6
Bigelow Investment Advisors, LLC 6
ADAR1 Capital Management, LLC 6
Blue Rock Advisors, LLC 6
AMJ Financial Wealth Management 6
Hamilton Lane Advisors Llc 6
Derby & Company, Inc 6
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 6
West Bancorporation Inc 6
Dynamic Wealth Strategies, LLC 6
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 6
BancorpSouth Bank 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
Kodai Capital Management LP 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 6
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 6
Islay Capital Management, Llc 6
Aevitas Wealth Management, Inc. 6
Alphinity Investment Management Pty Ltd 6
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 6
ClearAlpha Technologies LP 6
Adalta Capital Management LLC 6
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 6
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 6
Central Valley Advisors, Llc 6
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 6
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 6
Kiely Wealth Advisory Group, Inc. 6
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 6
Savvy Advisors, Inc. 6
Bell Asset Management Ltd 6
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 6
Atlas Private Wealth Management 6
Everpar Advisors Llc 6
Signature Resources Capital Management, LLC 6
Dynasty Wealth Management, Llc 6
SWS Partners 6
Advanced Research Investment Solutions, Llc 6
Naples Money Management LLC 6
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 6
1776 Wealth LLC 6
Sapient Capital Llc 6
Adams Wealth Management 6
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 6
SYM FINANCIAL Corp 6
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 6
D.B. Root & Company, LLC 6
Paulson Wealth Management Inc. 6
Windsor Group LTD 6
Solaris Asset Management Llc 6
Sturgeon Ventures LLP 6
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 6
Cqs (us), Llc 6
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 6
Soros Capital Management Llc 6
Steadfast Capital Management Lp 6
Eachwin Capital, Lp 6
Rossmore Private Capital 6
Mainstay Capital Management Llc /adv 6
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 6
Berbice Capital Management LLC 6
Live Oak Private Wealth LLC 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
F3Logic, LLC 6
Ofi Funds Trust 6
Bridger Management, Llc 6
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 6
Hc Financial Advisors Inc 6
Ruane, Cunniff & Goldfarb Inc 6
Menard Financial Group LLC 6
Nantahala Capital Management, LLC 6
Buck Wealth Strategies, LLC 6
KC Investment Advisors, LLC 6
Security Asset Management 6
Old Mission Capital, Llc 6
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 6
Quad-Cities Investment Group, LLC 6
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 6
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF 6
Sage Rock Capital Management LP 6
FirstMerit Bank N A Trustee 6
Cubic Asset Management, LLC 6
Cox Capital Mgt LLC 6
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 6
North Growth Management Ltd. 6
Bienville Capital Management, LLC 6
Harfst & Associates, Inc. 6
Usa Mutuals Advisors, Inc. 6
Noked Capital LTD 6
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 6
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 6
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 6
Steigerwald, Gordon & Koch Inc. 6
Dnca Finance 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 6
Monte Financial Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 6
Chelsea Counsel Co 6
B. Riley Financial, Inc. 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 6
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 6
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 6
ZPR Investment Management 6
Capital Planning Advisors, LLC 6
Harvey Partners, LLC 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
MASTERINVEST Kapitalanlage GmbH 6
Soleus Capital Management, L.P. 6
Growth Fund Of America 6
Aprio Wealth Management, LLC 6
Hotaling Investment Management, LLC 6
Delta Investment Management, LLC 6
DCVCX - FundVantage Trust - Dupont Capital Value Creators Large Cap Fund Class I 6
Iberiabank Corp 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 6
Gabelli Go Anywhere Trust 6
Hayden Royal, Llc 6
Adi Capital Management LLC 6
First National Bank of Hutchinson 6
Hardy Reed LLC 6
Trivant Custom Portfolio Group, LLC 6
National Wealth Management Group, LLC 6
Keebeck Wealth Management, LLC 6
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 6
Old North State Trust, LLC 6
Klr Investment Advisors, Llc 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
Discovery Capital Management, Llc / Ct 6
Garrison Point Advisors, Llc 6
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 6
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 6
Eaton Vance Tax-managed Buy-write Income Fund 6
Opera Trading Capital 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
Ascent Wealth Partners, LLC 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 6
Arosa Capital Management LP 6
Compton Wealth Advisory Group, LLC 6
Little House Capital Llc 6
Bares Capital Management, Inc. 6
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 6
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 6
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 6
Quadrant Private Wealth Management, LLC 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
Rokos Capital Management LLP 6
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 6
Campbell Wealth Management 6
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 6
E&G Advisors, LP 6
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 6
Actinver Wealth Management, Inc. 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 6
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
South Plains Financial, Inc. 6
Guidance Point Advisors, LLC 6
Noked Israel Ltd 6
Hitchwood Capital Management LP 6
TFB Advisors LLC 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Lionsbridge Wealth Management LLC 6
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 6
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
MONECO Advisors, LLC 6
Private Advisors, LLC 6
Harbor Advisors LLC 6
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 6
BankPlus Trust Department 6
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 6
Innovis Asset Management Llc 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
Grey Fox Wealth Advisors, LLC 6
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 6
Albar Capital Ltd 6
D1 Capital Partners L.P. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 6
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 6
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 6
Smith, Graham & Co., Investment Advisors, LP 6
Carr Financial Group Corp 6
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 6
Lake Street Financial Llc 6
Intercontinental Wealth Advisors, LLC 6
Motley Fool Wealth Management, LLC 6
VSR Financial Services, Inc. 6
Sage Rhino Capital Llc 6
Gabelli Utility Trust 6
Joseph P. Lucia & Associates, LLC 6
Cornerstone Wealth Group, LLC 6
Argonautica Private Wealth Management, Inc 6
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 6
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 6
Fort Sheridan Advisors Llc 6
Waddell & Associates, Llc 6
SNS Financial Group, LLC 6
Kent Lake Capital LLC 6
Regal Wealth Group, Inc. 6
Employers Holdings, Inc. 6
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 6
Opaleye Management Inc. 6
Virtus Global Multi-sector Income Fund 6
Trium Capital LLP 6
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 6
Bleichroeder LP 6
Oxbow Advisors, LLC 6
Wellesley Asset Management 6
Beaumont Financial Advisors, LLC 6
Ariel Investments, Llc 6
Prudential Short Duration High Yield Fund, Inc. 6
Catalyst Financial Partners Llc 6
HBW Advisory Services LLC 6
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 6
Cruiser Capital Advisors, Llc 6
Putnam ETF Trust - Putnam BioRevolution ETF - 6
Beech Hill Advisors, Inc. 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
JGP Global Gestao de Recursos Ltda. 6
Summit X, LLC 6
Northwest Quadrant Wealth Management, LLC 6
Alaska Permanent Fund Corp 6
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 6
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 6
Kalmar Investments Inc /de/ 6
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 6
ROM - PROSHARES TRUST - ProShares Ultra Technology 6
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 6
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 6
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 6
Kim, Llc 6
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 6
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 6
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 6
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 6
Drake & Associates, LLC 6
Tevis Investment Management 6
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
Fragasso Group Inc. 6
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 6
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 6
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 6
High Income Opportunities Portfolio - High Income Opportunities Portfolio 6
Geduld E E 6
Natural Investments, Llc 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 6
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 6
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 6
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 6
U S Global Investors Inc 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 6
Angeles Wealth Management, Llc 6
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 6
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 6
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
Citizens National Bank Trust Department 6
Naples Global Advisors, Llc 6
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 6
Vanguard Convertible Securities Fund 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 6
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 6
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 6
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 6
NOLCX - Northern Funds - Northern Large Cap Core Fund 6
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 6
Pekin Hardy Strauss, Inc. 6
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 6
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 6
My Legacy Advisors, LLC 6
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class 6
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 6
CVAR - ETF Opportunities Trust - Cultivar ETF 6
Marex Group plc 6
Glaxis Capital Management, LLC 6
Rexford Capital Inc 6
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 6
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 6
Impact Capital Partners LLC 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 6
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 6
Invesco High Income Trust Ii 6
Spinnaker Trust 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 6
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 6
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 6
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 6
Elefante Michael B 6
Lapides Asset Management, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 6
First Trust High Income Long/short Fund 6
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 6
Karlinski Andrew C 6
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 6
Stevard, LLC 6
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 6
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 6
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 6
Alpha Omega Wealth Management LLC 6
Advanced Series Trust - Ast Mfs Growth Portfolio 6
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 6
Ninepoint Partners LP 6
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 6
MTCGX - M FUND INC - M Large Cap Growth Fund 6
Bank Of The West 6
PACIFIC SELECT FUND - Core Income Portfolio Class I 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
C2C Wealth Management, LLC 6
Perennial Advisors, LLC 6
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 6
Sky Investment Group LLC 6
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 6
Richwood Investment Advisors, LLC 6
Financial Life Planners 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 6
Meros Investment Management, LP 6
Delaware Enhanced Global Dividend & Income Fund 6
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 6
Sendero Wealth Management, LLC 6
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 6
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 6
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 6
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 6
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 6
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 6
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
FLP Wealth Management, LLC 6
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 6
CTC Capital Management, LLC 6
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 6
Pluribus Labs, LLC 6
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 6
Nicholas Hoffman & Company, LLC. 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
Whitnell & Co. 6
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 6
Hel Ved Capital Management Ltd 6
Gilman Hill Asset Management, LLC 6
Cito Capital Group, LLC 6
Port Capital LLC 6
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 6
Arbor Capital Management Llc 6
Greenwood Gearhart Inc 6
Sonora Investment Management Group, LLC 6
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 6
Prosperity Consulting Group, LLC 6
Whale Rock Capital Management LLC 6
Masso Torrence Wealth Management Inc. 6
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 6
South Street Advisors LLC 6
Ameliora Wealth Management Ltd. 6
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 6
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 6
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
Phraction Management LLC 6
New York Life Trust Co 6
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 6
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Peterson Wealth Services 6
Columbia Seligman Premium Technology Growth Fund, Inc. 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 6
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 6
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 6
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 6
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Scout Funds 6
Paragon Advisors, LLC 6
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 6
Northwest Wealth Management, Llc 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
Kolinsky Wealth Management, LLC 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
TKG Advisors, LLC 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 6
EVNT - AltShares Trust - AltShares Event-Driven ETF 6
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 6
Hengehold Capital Management Llc 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 6
Financial Advisory Service, Inc. 6
Affinity Wealth Management Llc 6
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 6
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 6
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF 6
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 6
Hudson Valley Investment Advisors Inc /adv 6
SPRX - Listed Funds Trust - Spear Alpha ETF 6
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 6
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 6
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 6
Capital Group Private Client Services, Inc. 6
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 6
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity 6
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 6
Strategic Asset Management, LLC 6
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 6
Palladium Partners Llc 6
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 6
Compton Capital Management Inc /ri 6
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 6
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 6
Eubel Brady & Suttman Asset Management Inc 6
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
Kepos Capital LP 6
Roosevelt Investment Group Llc 6
Parsec Financial Management, Inc. 6
East Coast Asset Management, LLC. 6
LVW Advisors, LLC 6
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 6
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 6
Mawer Investment Management Ltd. 6
Compass Ion Advisors, LLC 6
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 6
IYW - iSHARES TRUST - iShares U.S. Technology ETF 6
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 6
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 6
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 6
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
Alleghany Corp /de 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 6
Timber Creek Capital Management LLC 6
Counsel Portfolio Services Inc. 6
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 6
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 6
Flagship Wealth Advisors, Llc 6
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 6
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 6
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
Border to Coast Pensions Partnership Ltd 6
Clark Estates Inc/ny 6
Ferox Capital Management LP 6
Sirios Capital Management L P 6
Beutel, Goodman & Co Ltd. 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 6
Profunds - Profund Vp Technology 6
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 6
Bell Bank 6
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 6
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 6
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 6
S. Muoio & Co. Llc 6
Monetta Financial Services Inc 6
Family Management Corp 6
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 6
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 6
ARKK - Ark ETF Trust - ARK Innovation ETF 6
Pinnacle Wealth Advisors 6
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 6
Ironwood Investment Counsel, LLC 6
Page Arthur B 6
Mitchell Capital Management Co 6
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 6
Broderick Brian C 6
Y.D. More Investments Ltd 6
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
Old Dominion Capital Management Inc 6
BRUFX - Bruce Fund Inc - Bruce Fund 6
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 6
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 6
Generali Investments, Management Co LLC 6
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 6
Palouse Capital Management, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 6
Brick & Kyle, Associates 6
Premier Asset Management Llc 6
Howard Capital Management 6
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
IMS Capital Management 6
Hunter Perkins Capital Management, LLC 6
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 6
Atalanta Sosnoff Capital, Llc 6
Tectonic Advisors Llc 6
eCIO, Inc. 6
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 6
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 6
Lafayette Investments, Inc. 6
Suncoast Equity Management 6
BRC Investment Management LLC 6
Millburn Ridgefield Corp 6
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 6
Cobiz Investment Management, Llc 6
Global Thematic Partners, LLC 6
Regent Investment Management LLC 6
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 6
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 6
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 6
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
Cheviot Value Management, LLC 6
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 6
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 6
AUERX - Unified Series Trust - Auer Growth Fund 6
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 6
Goelzer Investment Management, Inc. 6
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 6
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 6
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 6
Argent Trust Co 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 6
Grace Capital 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
Palisade Asset Management, LLC 6
Willow Creek Wealth Management Inc. 6
Patron Partners Advisors, Llc 6
Robbins Farley Llc 6
Markel Corp 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 6
Midwest Trust Co 6
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 6
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 5
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
Security National Bank Of So Dak 5
Butensky & Cohen Financial Security, Inc 5
National Penn Investors Trust Co /pa 5
Cabot Wealth Management Inc 5
Harbour Investment Management Llc 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
Corbenic Partners LLC 5
Thomasville National Bank 5
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 5
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 5
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 5
Corvex Management LP 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 5
Aviance Capital Partners, LLC 5
ARGA Investment Management, LP 5
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 5
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 5
Stone Ridge Trust Iii 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
S. R. Schill & Associates 5
Oppenheimer Rising Dividends Fund 5
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 5
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
CFO4Life Group, LLC 5
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 5
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 5
First Merchants Corp 5
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 5
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 5
Aspen Investment Management Inc 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 5
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
VAMGX - VALIC Co II - Mid Cap Growth Fund 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
Community Financial Services Group, LLC 5
VASMX - VALIC Co II - Small Cap Growth Fund 5
AT Bancorp 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 5
Gluskin Sheff & Assoc Inc 5
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 5
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 5
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 5
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Monroe Bank & Trust/mi 5
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 5
Truepoint, Inc. 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
Montecito Bank & Trust 5
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
Nichols Asset Management LLC 5
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 5
Caisse Des Depots Et Consignations 5
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 5
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 5
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 5
Banyan Partners, LLC 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 5
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
Neuberger Berman High Yield Strategies Fund Inc. 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 5
VCSTX - VALIC Co I - Science & Technology Fund 5
VCIEX - VALIC Co I - International Equities Index Fund 5
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
SLIM - Janus Detroit Street Trust - The Obesity ETF 5
Sand Grove Capital Management LLP 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
Harbor Asset Planning, Inc. 5
Clear Investment Research, Llc 5
Maseco Llp 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
Modus Advisors, LLC 5
Botty Investors LLC 5
First Heartland Consultants, Inc. 5
Whalerock Point Partners, Llc 5
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 5
QVT Financial LP 5
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
Tiaa Cref Trust Co Fsb/mo 5
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A 5
Bar Harbor Trust Services 5
Hennessy Advisors Inc 5
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 5
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 5
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 5
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 5
Simply Money Advisors 5
SNSR - Global X Funds - Global X Internet of Things ETF 5
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 5
PFFD - Global X Funds - Global X U.S. Preferred ETF 5
Eads & Heald Wealth Management 5
Weatherly Asset Management L. P. 5
Hershey Trust Co 5
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 5
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
Lebenthal Holdings,LLC 5
Brophy Wealth Management, LLC 5
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Friedenthal Financial 5
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 5
Nbw Capital Llc 5
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio 5
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 5
SOL Capital Management CO 5
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 5
40 North Management LLC 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 5
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 5
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 5
MidAtlantic Capital Management, Inc. 5
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 5
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 5
Mfs Intermediate Income Trust 5
Catamount Wealth Management 5
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
Franklin Templeton International Trust 5
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 5
American Independence Funds Trust 5
Ecofi Investissements Sa 5
Diversify Wealth Management, Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
Indaba Capital Management, L.P. 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Bdf-gestion 5
Apis Capital Advisors, LLC 5
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
Sumit Capital, Llc 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
Newland Capital Management, Llc 5
Loews Corp 5
Atlanta Consulting Group Advisors, LLC 5
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 5
Catalina Capital Group, LLC 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
Investor Ab 5
Alliancebernstein Global High Income Fund Inc 5
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 5
Kingdom Ridge Capital, LLC 5
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 5
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF 5
Fort Point Capital Partners LLC 5
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 5
Cove Private Wealth, LLC 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
Prospector Partners Llc 5
Proathlete Wealth Management Llc 5
Elkhorn Investments, LLC 5
Cottage Street Advisors LLC 5
HCR Wealth Advisors 5
Quadcap Wealth Management, LLC 5
First Financial Bankshares Inc 5
Systematic Portfolios LLC 5
Eos Focused Equity Management, L.P. 5
Eos Management, L.P. 5
Torno Capital, Llc 5
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 5
Battery Global Advisors, LLC 5
Wellington Wealth Strategies, LLC. 5
Polymer Capital Management (HK) LTD 5
Capitolis Liquid Global Markets LLC 5
Evernest Financial Advisors, LLC 5
Stansberry Asset Management, Llc 5
Vestal Point Capital, LP 5
Vermillion & White Wealth Management Group, LLC 5
Tairen Capital Ltd 5
Arvin Capital Management LP 5
Steward Partners Investment Solutions, Llc 5
James Hambro & Partners 5
Focus Financial Network Inc /adv 5
Aft, Forsyth & Company, Inc. 5
York Capital Management Global Advisors, LLC 5
DiMeo Schneider & Associates, L.L.C. 5
Westport Asset Management Inc 5
New Century Financial Group, LLC 5
OMNI 360 Wealth, Inc. 5
Quotient Wealth Partners, LLC 5
Ion Asset Management Ltd. 5
Divergent Wealth Advisors, Llc 5
Stonebrook Private Inc. 5
VCI Wealth Management LLC 5
Cedar Capital, Llc 5
Ironvine Capital Partners, LLC 5
Stelac Advisory Services LLC 5
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 5
Integrated Core Strategies (us) Llc 5
Kendall Capital Management 5
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 5
Electron Capital Partners, LLC 5
Sabadell Asset Management, S.A S.G.I.I.C 5
Contour Asset Management LLC 5
Vivaldi Opportunities Fund 5
Resource Management, LLC 5
Pacific Sun Financial Corp 5
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 5
Claar Advisors LLC 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
Moss Adams Wealth Advisors LLC 5
KPP Advisory Services LLC 5
Fs Credit Income Fund 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
Gates Capital Management, Inc. 5
Hartford Funds Management Co LLC 5
Berkshire Capital Holdings Inc 5
Sofinnova Investments, Inc. 5
Peoples Bank/KS 5
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 5
Permanens Capital L.P. 5
Maj Invest Holding A/S 5
Hibernia Wealth Partners, LLC 5
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 5
O'Dell Group, LLC 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Go Etf Solutions Llp 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Triodos Investment Management BV 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
Old Port Advisors 5
Taikang Asset Management (Hong Kong) Co Ltd 5
Union Savings Bank 5
Shannon River Fund Management LLC 5
Prevail Innovative Wealth Advisors, Llc 5
Invesco, Llc 5
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 5
Kelly Lawrence W & Associates Inc/ca 5
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 5
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 5
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
Nuveen Global High Income Fund 5
MSD Partners, L.P. 5
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 5
GMEZX - GuideStone Funds - Impact Equity Fund Investor 5
3Chopt Investment Partners, LLC 5
Syquant Capital Sas 5
Defender Capital, LLC. 5
Fondren Management LP 5
Hamilton Wealth, LLC 5
Nitorum Capital, L.P. 5
Canoe Financial LP 5
Truehand, Inc 5
Freshford Capital Management, LLC 5
Lgl Partners, Llc 5
Lifestyle Asset Management, Inc. 5
Sandbar Asset Management LLP 5
Orbis Allan Gray Ltd 5
Sustainable Insight Capital Management, LLC 5
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
Nuveen Credit Strategies Income Fund 5
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 5
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 5
Nishkama Capital, LLC 5
Banyan Capital Management, Inc. 5
Antipodean Advisors LLC 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
BlueSpruce Investments, LP 5
Hoover Financial Advisors, Inc. 5
Opti Capital Management, Lp 5
Wallace Advisory Group, LLC 5
New World Advisors LLC 5
Sycomore Asset Management 5
Crescent Grove Advisors, LLC 5
Boone Capital Management Llc 5
H2o Am Llp 5
Braidwell Lp 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
Blue Ridge Capital, L.L.C. 5
Strategic Investment Solutions, Inc. /IL 5
Covenant Partners, LLC 5
Quentec Asset Management Llc 5
New World Fund Inc 5
O'Brien Greene & Co. Inc 5
Harvest Portfolios Group Inc. 5
Foster Victor Wealth Advisors, LLC 5
Financial Insights, Inc. 5
Van Leeuwen & Company, LLC 5
Rudman Errol M 5
Cercano Management LLC 5
Eisler Capital (US) LLC 5
AM Squared Ltd 5
C-J Advisory, Inc. 5
TAP Consulting, LLC 5
Fundamentun, Llc 5
Gq Asset Management, Llc 5
Principal Street Partners, LLC 5
River Street Advisors LLC 5
Breakwater Capital Group 5
Shilanski & Associates, Inc. 5
Keudell/Morrison Wealth Management 5
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 5
Cyndeo Wealth Partners, LLC 5
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 5
Whitebox Mutual Funds 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
Guardian Capital Advisors Lp 5
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C 5
Db-x Exchange-traded Funds Inc. 5
Lytton Laurence W 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
Covenant Asset Management, LLC 5
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 5
Blue Square Asset Management, Llc 5
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 5
Donaldson Capital Management, Llc 5
Juniper Investment Company, LLC 5
Cowen Investment Management LLC 5
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 5
Giverny Capital Inc. 5
SVA Wealth Management, LLC 5
Shapiro Capital Management Llc 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 5
Wells Fargo Utilities & High Income Fund 5
HGC Investment Management Inc. 5
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 5
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 5
Tradewinds, LLC. 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
Opus Point Partners Management, LLC 5
Invesco Dynamic Credit Opportunities Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 5
Azimuth Capital Investment Management LLC 5
Wafra Inc. 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Daruma Capital Management Llc 5
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 5
Cooper Creek Partners Management Llc 5
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 5
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 5
North Run Capital, Lp 5
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 5
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 5
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 5
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 5
Farmer Steven Patrick 5
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 5
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 5
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 5
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 5
Continental Investors Services, Inc. 5
Astoria Portfolio Advisors LLC. 5
IPDP - Listed Funds Trust - Dividend Performers ETF 5
Quantum Private Wealth, LLC 5
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
Jnl Series Trust - Jnl/mellon International Index Fund (a) 5
Prosight Management, LP 5
Worth Asset Management, LLC 5
Tamarack Capital Management, LLC 5
RKL Wealth Management LLC 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 5
BSBAX - Northern Funds - Northern Short Bond Fund 5
Sterling Investment Counsel, LLC 5
NMIEX - Northern Funds - Active M International Equity Fund 5
Cyrus J. Lawrence, LLC 5
WELLINGTON TRUST Co N A 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
Smallwood Wealth Investment Management, LLC 5
Pinnacle Family Advisors, LLC 5
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Edgewood Management Llc 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
Oppenheimer Limited-term Bond Fund 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 5
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 5
Meixler Investment Management, Ltd. 5
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
Advanced Series Trust - Ast International Growth Portfolio 5
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
Schooner Investment Group, LLC. 5
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 5
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 5
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 5
Tandem Investment Advisors, Inc. 5
M Holdings Securities, Inc. 5
Confluence Wealth Management LLC 5
LWM Advisory Services, LLC 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
Rinkey Investments 5
Autumn Glory Partners, LLC 5
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 5
Mid-American Wealth Advisory Group, Inc. 5
Kraematon Investment Advisors, Inc 5
Gillespie Robinson & Grimm Inc 5
National Investment Services Inc /wi 5
Fulcrum Capital LLC 5
Ballew Advisors, Inc 5
Resolute Capital Asset Partners LLC 5
Western Pacific Wealth Management, LP 5
Hancock Whitney Investment Services Inc. 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Sora Investors Llc 5
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 5
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 5
Gordian Capital Singapore Pte Ltd 5
Guardian Wealth Advisors, Llc / Nc 5
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 5
Axiom Advisory, LLC 5
Sona Asset Management (us) Llc 5
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 5
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 5
Aquila Investment Management LLC 5
FRG Family Wealth Advisors LLC 5
Bancreek Capital Management, LP 5
VELA Investment Management, LLC 5
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 5
Aquire Wealth Advisors, LLC 5
Wealth Effects Llc 5
Ascension Asset Management LLC 5
Capital Market Strategies LLC 5
Connective Portfolio Management, LLC 5
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Revolve Wealth Partners, LLC 5
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 5
Scott Marsh Financial, LLC 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 5
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
Polen Capital Management Llc 5
Weitz Investment Management, Inc. 5
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF 5
Index Fund Advisors, Inc. 5
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 5
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 5
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 5
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 5
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 5
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
IMPACTfolio, LLC 5
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 5
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 5
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 5
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 5
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 5
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 5
Puzo Michael J 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
Nuveen Floating Rate Income Fund 5
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 5
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 5
Saya Management Lp 5
Mcmillion Capital Management Inc 5
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF 5
Potomac Capital Management, Inc. 5
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF 5
Columbia Asset Management 5
Essex LLC 5
Mraz, Amerine & Associates, Inc. 5
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 5
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 5
Acuity Investment Management Inc 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Pimco Dynamic Income Fund 5
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 5
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 5
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 5
WATWX - WANGER ADVISORS TRUST - Wanger Select 5
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 5
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
Neuberger Berman Next Generation Connectivity Fund Inc. 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
Neumeier Poma Investment Counsel Llc 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
JNL SERIES TRUST - JNL International Index Fund (I) 5
Altavista Wealth Management, Inc. 5
First Trust Bank, Ltd. 5
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 5
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 5
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 5
Boit C F David 5
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 5
Continental Advisors Llc 5
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 5
Cowen Prime Advisors LLC 5
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 5
VAPPX - VALIC Co I - Capital Appreciation Fund 5
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 5
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 5
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 5
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 5
PKO Investment Management Joint-Stock Co 5
Odey Asset Management Group Ltd 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
Emfo, Llc 5
KLCM Advisors, Inc. 5
Notis-McConarty Edward 5
Herald Investment Management Ltd 5
Copia Wealth Management 5
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 5
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 5
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 5
BlackRock Innovation & Growth Trust 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
Broadview Advisors Llc 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 5
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 5
Gries Financial Llc 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 5
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 5
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 5
Grand Jean Capital Management Inc 5
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 5
Stack Financial Management, Inc 5
MML Series Investment Fund II - MML Special Situations Fund Class II 5
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 5
Frontier Investment Mgmt Co 5
Pergamon Offshore Advisors, L.P. 5
BRASX - Blackrock Allocation Target Shares - Bats Series S 5
New Age Alpha Trust - AVDR US LargeCap Leading ETF 5
Forward Management, LLC 5
First American Trust, Fsb 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 5
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 5
Aviance Capital Management, Llc 5
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 5
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 5
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 5
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 5
Capital Directions Investment Advisors, LLC 5
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 5
Westerkirk Capital Inc. 5
Oxford Financial Group Ltd 5
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 5
CloudAlpha Capital Management Limited/Hong Kong 5
Mcrae Capital Management Inc 5
44 Wealth Management Llc 5
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 5
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 5
Curat Global, LLC 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
Budros, Ruhlin & Roe, Inc. 5
Twin Lakes Capital Management, LLC 5
Gibbs Wealth Management 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 5
Starfire Investment Advisers, Inc. 5
Securian Funds Trust - SFT Core Bond Fund Class 1 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
Alpha Family Trust 5
Parr Mcknight Wealth Management Group, Llc 5
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 5
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Accredited Investors Inc. 5
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 5
Lowe Brockenbrough & Co Inc 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 5
DHJJ Financial Advisors, Ltd. 5
Kensington Investment Counsel, LLC 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 5
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
Capital Investment Counsel, Inc 5
Cartenna Capital, LP 5
Fairpointe Capital LLC 5
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 5
Talon Private Wealth, LLC 5
ELCO Management Co., LLC 5
AEGON USA Investment Management, LLC 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
Tradition Capital Management Llc 5
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 5
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 5
OneAscent Wealth Management LLC 5
Cornerstone Advisors Inc 5
Buckingham Capital Management, Inc. 5
Leverage Partners Absolute Return Fund SPC 5
4D Advisors, LLC 5
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 5
Accredited Wealth Management, LLC 5
American National Registered Investment Advisor, Inc. 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
Blackrock Enhanced Capital & Income Fund, Inc. 5
Bedell Frazier Investment Counseling, LLC 5
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 5
Samson Rock Capital LLP 5
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 5
O'Brien Wealth Partners LLC 5
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5
Wilkins Investment Counsel Inc 5
Banque de Luxembourg S.A. 5
Western Asset Income Fund 5
Guidant Wealth Advisors 5
Stableford Capital Ii Llc 5
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 5
ARGI Investment Services, LLC 5
Rikoon Group, LLC 5
McCarthy Asset Management, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 5
Alteri Wealth LLC 5
Credit Industriel Et Commercial 5
Dash Acquisitions Inc. 5
HighTower Trust Services, LTA 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 5
Brandywine Managers, Llc 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
Gyroscope Capital Management Group, Llc 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 5
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 5
Marvin & Palmer Associates Inc 5
London Co Of Virginia 5
Burling Wealth Partners, Llc 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 5
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
Rosenbaum Jay D. 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
Mohican Financial Management, LLC 5
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 5
Traub Capital Management LLC 5
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 5
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 5
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 5
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 5
Fortis Group Advisors, LLC 5
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 5
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF 5
Cohen Lawrence B 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
Berkshire Bank 5
Edgemoor Investment Advisors, Inc. 5
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 5
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 5
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 5
Scopia Capital Management Lp 5
XXEC, Inc. 5
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 5
Aware Super Pty Ltd as trustee of Aware Super 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 5
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
Bernard Wealth Management Corp. 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
Hatteras Alternative Mutual Funds, LLC 5
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 5
West Chester Capital Advisors, Inc 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
Northstar Investment Advisors Llc 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
Thompson Rubinstein Investment Management Inc /or/ 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 5
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 5
Sentinel Trust Co Lba 5
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
Liberty All Star Equity Fund 5
Cadinha & Co Llc 5
Newman Dignan & Sheerar, Inc. 5
Norman Fields, Gottscho Capital Management, LLC 5
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 5
Source Capital Inc /de/ 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 5
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 5
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class 5
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 5
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 5
Tortoise Capital Advisors, L.l.c. 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 5
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 5
Madison Covered Call & Equity Strategy Fund 5
BIT Capital GmbH 5
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 5
Peachtree Investment Advisors, Inc. 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
Militia Capital Partners, LP 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares 5
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 5
Verus Financial Partners, Inc. 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Sunflower Bank, N.A. 5
Fruth Investment Management 5
Iridian Asset Management Llc/ct 5
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 5
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 5
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 5
Boys Arnold & Co Inc 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 5
Cobblestone Capital Advisors Llc /ny/ 5
Cohen Klingenstein LLC 5
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
Peloton Wealth Strategists 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
Nichols & Pratt Advisers Llp /ma 5
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 5
Terra Alpha Investments LLC 5
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
Old Point Trust & Financial Services N A 5
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 5
Alecta Pensionsforsakring, Omsesidigt 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
Stancorp Investment Advisers Inc 5
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 5
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 5
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares 5
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 5
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 5
WMKGX - WESMARK FUNDS - WesMark Growth Fund 5
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 5
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 5
QTUM - ETF Series Solutions - Defiance Quantum ETF 5
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 5
Probity Advisors, Inc. 5
Sabal Trust CO 5
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 5
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 5
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 5
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 5
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 5
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 5
Apella Capital, LLC 5
Davis Capital Management 5
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 5
E Fund Management (Hong Kong) Co., Ltd. 5
BEEHX - FORUM FUNDS - The BeeHive Fund 5
Northeast Investment Management 5
Gamble Jones Investment Counsel 5
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 5
J. W. Coons Advisors, LLC 5
Parthenon Llc 5
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 5
Endex Capital Management Llc 5
Garrison Asset Management, LLC 5
Select Equity Group Inc 5
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 5
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 5
Private Management Group Inc 5
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 5
GlobalBridge, Inc. 5
Hopwood Financial Services, Inc. 5
KAMES CAPITAL management Ltd 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
Davidson Capital Management Inc. 5
Kimelman & Baird, LLC 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
Bank Hapoalim Bm 5
Eaton Vance Floating-rate Income Plus Fund 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
First Midwest Bank Trust Division 5
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 5
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 5
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 5
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 5
Running Oak Capital LLC 5
Granite Investment Advisors, LLC 5
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 5
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 5
IFC Holdings Incorporated/FL 5
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Telos Capital Management, Inc. 5
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 5
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 5
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 5
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 5
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 5
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 5
Ownership Capital B.V. 5
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
Veritas Investment Management LLP 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
Bank Pictet & Cie (asia) Ltd 5
Pictet North America Advisors SA 5
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 5
Leisure Capital Management 5
Deutsche Value Series, Inc 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
Financial Sense Advisors, Inc. 5
Chatham Capital Group, Inc. 5
Optas, LLC 5
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 5
Ballast Advisors Llc 5
Corrado Advisors, Llc 5
Chemung Canal Trust Co 5
Core Wealth Advisors, Inc. 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
Messner & Smith Theme Value Investment Management Ltd /ca/ 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 5
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 5
Capital Wealth Alliance, LLC 5
MVSGX - HARBOR FUNDS - Harbor Strategic Growth Fund Institutional Class 5
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 5
Relative Value Partners Group, LLC 5
Harrell Investment Partners, Llc 5
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
Pinpoint Asset Management Ltd 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 5
Okabena Investment Services Inc 5
OTA Financial Group L.P. 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 5
Provenire Capital, LLC 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
Horizon Bancorp Inc /in/ 5
Watson Rebecca 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
Corbett Road Capital Management, Llc 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 5
Mfs Intermediate High Income Fund 5
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 5
Aperture Investors, LLC 5
Value Partners Investments Inc. 5
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
Epiq Partners, Llc 5
Townsend Asset Management Corp /nc/ /adv 5
Lighthouse Financial Advisors, Inc. 5
Leelyn Smith, LLC 5
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 5
Howard Wealth Management, Llc 5
Asset Management Corp /il/ /adv 5
First City Capital Management, Inc. 5
Compass Financial Services Inc 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 5
MBE Wealth Management, LLC 5
Ayrshire Capital Management LLC 5
Alesco Advisors Llc 5
Briaud Financial Planning, Inc 5
Tang Capital Management Llc 5
Alphagen Securities Llc 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
Dearborn Partners Llc 5
Davidson Investment Advisors 5
Gmt Capital Corp 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 5
Eq Wealth Advisors, Llc 5
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 5
Deroy & Devereaux Private Investment Counsel Inc 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Bruce & Co., Inc. 5
Cullen Capital Management, LLC 5
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 5
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 5
Novare Capital Management Llc 5
Kaufman Rossin Wealth, LLC 5
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 5
General Electric Co 5
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 5
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 5
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 5
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 5
New England Investment & Retirement Group, Inc. 5
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 5
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 5
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
Income Research & Management 5
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
Zevin Asset Management Llc 4
Radnor Capital Management, LLC 4
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
BNE - ETF Series Solutions - Blue Horizon BNE ETF 4
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 4
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 4
Highwater Wealth Management, LLC 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 4
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
Telluride Asset Management LLC 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 4
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 4
Stockman Wealth Management, Inc. 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
Northwest Bancshares, Inc. 4
Smith, Moore & Co. 4
Advantage Advisers Xanthus Fund, L.l.c. 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 4
Cape Cod Five Cents Savings Bank 4
Canvas Wealth Advisors, LLC 4
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 4
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 4
Causeway Capital Management Llc 4
Howard Capital Management Group, LLC 4
Scott & Selber, Inc. 4
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 4
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 4
Bradley & Co. Private Wealth Management, LLC 4
O'Neil Global Advisors, Inc. 4
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 4
Smith Affiliated Capital Corp. 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Quotient Investors, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 4
Palumbo Wealth Management LLC 4
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
Fi3 FINANCIAL ADVISORS, LLC 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 4
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 4
CSM Advisors, LLC 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Boston Research & Management Inc 4
Wright Managed Equity Trust 4
Roof Eidam & Maycock/adv 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Guardian Partners Inc. 4
YANKCOM Partnership 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 4
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
Acropolis Investment Management, LLC 4
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
Piershale Financial Group, Inc. 4
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 4
Yellowstone Partners, LLC 4
Lowell Blake & Associates Inc. 4
Somerset Trust Co 4
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 4
Sicart Associates LLC 4
Leonard Green & Partners, L.P. 4
Loeb Partners Corp 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 4
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class 4
PCJ Investment Counsel Ltd. 4
J.P. Marvel Investment Advisors, LLC 4
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 4
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 4
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 4
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 4
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 4
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 4
Kidder Stephen W 4
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 4
Fayerweather Charles 4
Financial Consulate Inc. 4
Credit Suisse Asset Management Income Fund Inc 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
Bill & Melinda Gates Foundation Trust 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
Minerva Advisors LLC 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
Donald L. Hagan, LLC 4
First National Bank Sioux Falls 4
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 4
Zazove Convertible Securities Fund Inc 4
DSG Capital Advisors, LLC 4
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 4
Rainier Family Wealth Inc 4
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 4
Parasol Investment Management, LLC 4
Putnam Investors Fund 4
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 4
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 4
Addenda Capital Inc. 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
Shepherd Financial Partners LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 4
Fundsmith Investment Services Ltd. 4
Empire Capital Management, L.L.C. 4
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
Cohen Capital Management, Inc. 4
Horrell Capital Management, Inc. 4
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 4
CXI Advisors 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Fire Capital Management LLC 4
Fortress Wealth Group, LLC 4
Bridgeworth, LLC 4
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 4
Karpus Management, Inc. 4
Bornite Capital Management LP 4
Beach Investment Counsel Inc/pa 4
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 4
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 4
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 4
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 4
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 4
Blue Barn Wealth, LLC 4
Rnc Capital Management Llc 4
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 4
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Archon Partners LLC 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
Hager Investment Management Services, Llc 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
Kdi Capital Partners Llc 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 4
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 4
Minneapolis Portfolio Management Group, LLC 4
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 4
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 4
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 4
Td Asset Management Usa Funds Inc. 4
New Capital Management LP 4
Wealthquest Corp 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
Perimeter Capital Partners, LLC 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 4
Greenhouse Funds LLLP 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 4
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 4
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 4
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 4
Alamea Verwaltungs GmbH 4
Portland Investment Counsel Inc. 4
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 4
Five Oceans Advisors 4
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF 4
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 4
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 4
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 4
Sandell Asset Management Corp 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
Blue Chip Partners, Inc. 4
EWJ - iShares, Inc. - iShares MSCI Japan ETF 4
Skba Capital Management Llc 4
SPC Financial, Inc. 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
Strong Tower Advisory Services 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 4
Marathon Asset Mgmt Ltd 4
Affiance Financial, LLC 4
Studio Investment Management Llc 4
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A 4
Forbes J M & Co Llp 4
Keeley Asset Management Corp 4
Dillon & Associates Inc 4
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
Hutchens Investment Management Inc 4
WoodTrust Financial Corp 4
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Northside Capital Management, LLC 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Aristotle Capital Management, LLC 4
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF 4
Terril Brothers, Inc. 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
Vanguard Chester Funds 4
PARK CIRCLE Co 4
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class 4
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Iyo Bank, Ltd. 4
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 4
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
Andrew Hill Investment Advisors, Inc. 4
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
Limestone Investment Advisors LP 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 4
Volterra Technologies LP 4
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
Disciplined Growth Investors Inc /mn 4
Bowman & Co S.C. 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
Peterson Financial Group, Inc. 4
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
Catawba Capital Management /va 4
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 4
Ignite Planners, LLC 4
Fsb Premier Wealth Management, Inc. 4
NIXT - EA Series Trust - Research Affiliates Deletions ETF 4
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 4
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 4
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 4
Fcm Investments/tx 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
Ahl Investment Management, Inc. 4
Gouws Capital LLC 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
DB Fitzpatrick & Co, Inc 4
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 4
Lbmc Investment Advisors, Llc 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Martin Investment Management, LLC 4
Wunderlich Capital Managemnt 4
Lane Generational LLC 4
Pinnacle Private Wealth, LLC 4
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 4
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 4
Martin & Co Inc /tn/ 4
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 4
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 4
Invicta Capital Management, LLC 4
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 4
Fulton Breakefield Broenniman Llc 4
New England Asset Management Inc 4
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 4
Longboard Asset Management, LP 4
Pine Haven Investment Counsel, Inc 4
WVALX - WEITZ FUNDS - Value Fund - Investor Class 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
Pimco Corporate & Income Opportunity Fund 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 4
Bmt Investment Funds 4
Poinciana Advisors Group, Llc 4
Ami Asset Management Corp 4
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 4
Bellevue Asset Management AG 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Aldebaran Financial Inc. 4
SC&H Financial Advisors, Inc. 4
Hoplite Capital Management, L.p. 4
Pinnbrook Capital Management Lp 4
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 4
Vicus Capital 4
OPTIMAS CAPITAL Ltd 4
Capricorn Fund Managers Ltd 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 4
RE Dickinson Investment Advisors, LLC 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 4
Thrive Wealth Management, LLC 4
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 4
Keystone Wealth Services, LLC 4
Olstein Funds 4
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 4
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 4
CastleKnight Management LP 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Seaport Global Advisors, LLC 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
Cambridge Advisors Inc. 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
Cortland Associates Inc/mo 4
Evolution Wealth Management Inc. 4
Newport Trust Co 4
OneAscent Investment Solutions LLC 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 4
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 4
Front Barnett Associates Llc 4
Lester Murray Antman dba SimplyRich 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
Intelligent Financial Strategies 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
Hutchens Investment Management Inc 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
Kelman-Lazarov, Inc. 4
Meridian Management Co 4
RiverPoint Capital Management, LLC 4
AGF Investments America Inc. 4
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 4
Kopp Investment Advisors Llc 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
Oak Harbor Wealth Partners, Llc 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
Verde Servicos Internacionais S.A. 4
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 4
Turim 21 Investimentos Ltda. 4
Cascade Investment Advisors, Inc. 4
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 4
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 4
Harrington Investments, INC 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
LaFleur & Godfrey LLC 4
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
Cidel Asset Management Inc 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
Leviticus Partners LP 4
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 4
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
Northern Capital Management Llc 4
Union Capital, Llc 4
Strategic Financial Services, Inc, 4
Vienna Asset Management LLC 4
Princeton Capital Management Inc 4
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 4
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 4
Overland Advisors, LLC 4
Evanson Asset Management, LLC 4
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 4
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 4
Investment Partners, Ltd. 4
Gruber & Mcbaine Capital Management Llc 4
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 4
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 4
Sloy Dahl & Holst, LLC 4
Locust Wood Capital Advisers, LLC 4
Paragon Capital Management Ltd 4
apricus wealth, LLC 4
Strategic Advisors LLC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 4
Cormorant Asset Management, LP 4
CTRU - Ark ETF Trust - ARK Transparency ETF 4
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 4
Meteora Capital, LLC 4
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 4
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
Pimco Strategic Income Fund, Inc 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
Red Spruce Capital, LLC 4
Relyea Zuckerberg Hanson LLC 4
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 4
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 4
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 4
Consolidated Investment Group LLC 4
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 4
Litman Gregory Asset Management LLC 4
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares 4
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 4
Sharkey, Howes & Javer 4
Bank OZK 4
Eagle Boston Investment Management Inc 4
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 4
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 4
Westmount Partners, LLC 4
BW Gestao de Investimentos Ltda. 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 4
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF 4
Blue Clay Capital Management, LLC 4
Paragon Private Wealth Management, LLC 4
1623 Capital LLC 4
EUSM - Strategy Shares - Eventide US Market ETF 4
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 4
Rutabaga Capital Management Llc/ma 4
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 4
Corundum Group, Inc. 4
Walter Public Investments Inc. 4
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 4
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 4
Accuvest Global Advisors 4
Ursa Fund Management, LLC 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
Galaxy Capital Trading Ltd 4
Pacific Capital Partners Ltd 4
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 4
Goodnow Investment Group, Llc 4
Kettle Hill Capital Management, Llc 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
Fma Advisory Inc 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
Zions Trust, National Association 4
Lockerman Financial Group, Inc. 4
Tamarack Advisers, LP 4
Mechanics Financial Corp 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
Consonance Capital Management LP 4
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
Beacon Trust Co 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
Hirschman Orin 4
Cantillon Capital Management Llc 4
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 4
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 4
Clear Sky Advisers, LLC 4
Godshalk Welsh Capital Management, Inc. 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
Cavalry Management Group, LLC 4
Anb Bank 4
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 4
Argentarii, LLC 4
American Funds Fundamental Investors 4
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 4
Bramshill Investments, LLC 4
Topline Capital Management, LLC 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
Generali Investments CEE, investicni spolecnost, a.s. 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 4
Gryphon International Investment CORP 4
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 4
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 4
Ally Financial Inc. 4
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
Bingham Private Wealth, Llc 4
Grayhawk Investment Strategies Inc. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Claymore Exchange-traded Fund Trust 2 4
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 4
Quantum Financial Advisors, LLC 4
WCG Wealth Advisors LLC 4
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 4
Citizens & Northern Corp 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 4
Provident Wealth Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y 4
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 4
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 4
RK Capital Management, LLC 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
PIMCO FUNDS - PIMCO Sector Fund Series - I 4
Ambassador Advisors, LLC 4
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 4
Bull Street Advisors, LLC 4
Cadence Bank Na 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
AMID - EA Series Trust - Argent Mid Cap ETF 4
Eidelman Virant Capital 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Mesirow Institutional Investment Management, Inc. 4
Dakota Community Bank & Trust NA 4
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF 4
Ark Venture Fund 4
New South Capital Management Inc 4
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 4
Align Wealth Management, LLC 4
Global Wealth Strategies & Associates 4
Kfg Wealth Management, Llc 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Western Financial Corp/CA 4
Unique Wealth, Llc 4
Oppenheimer Equity Fund 4
Shamrock Asset Management LLC 4
Baltimore-Washington Financial Advisors, Inc. 4
Value Aligned Research Advisors, LLC 4
Tranquility Partners, LLC 4
Portland Global Advisors LLC 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 4
Edmond de Rothschild (Europe) 4
Sound View Wealth Advisors Group, LLC 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
Beacon Harbor Wealth Advisors, Inc. 4
SRTTX - SMA RELATIONSHIP TRUST - Series T 4
Allegiance Financial Group Advisory Services LLC 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
Security National Bank Of Sioux City Iowa /ia/ 4
Jacobsen Capital Management 4
PayPay Securities Corp 4
Great Waters Wealth Management 4
First National Corp /ma/ /adv 4
Pioneer Floating Rate Trust 4
Davide Leone & Partners Investment Co Ltd. 4
Northstar Asset Management Inc 4
Zhang Financial LLC 4
Keystone Investors Pte Ltd 4
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 4
Prossimo Advisors, LLC 4
North American Management Corp 4
First Western Capital Management Co 4
Train Babcock Advisors Llc 4
Wesleyan Assurance Society 4
Moseley Investment Management Inc 4
DJE Kapital AG 4
Enterprise Bank & Trust Co 4
Peconic Partners Llc 4
Jupiter Wealth Management LLC 4
Jlb & Associates Inc 4
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 4
Noble Wealth Management PBC 4
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 4
S.A. Mason LLC 4
Means Investment Co., Inc. 4
Raging Capital Management, LLC 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
Shorepoint Capital Partners LLC 4
Adams Natural Resources Fund, Inc. 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
Excalibur Management Corp 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
Tejara Capital Ltd 4
Rivermont Capital Management LP 4
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Bmt Investment Advisors 4
Garden State Investment Advisory Services LLC 4
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 4
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 4
BML Capital Management, LLC 4
Core Wealth Partners LLC 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Aspen Grove Capital, LLC 4
Seven Springs Wealth Group, LLC 4
ERn Financial, LLC 4
Egerton Capital (UK) LLP 4
Biltmore Capital Advisors LLC 4
Princeton Portfolio Strategies Group LLC 4
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 4
Tuscan Ridge Asset Management Llc 4
Kcl Capital, L.p. 4
Phillips Wealth Planners LLC 4
Autonomy Capital (Jersey) L.P. 4
Veritas Asset Management LLP 4
Cloud Capital Management, LLC 4
Family Legacy Financial Solutions, LLC 4
Davis Investment Partners, LLC 4
Utah Peaks Capital Inc 4
Avantra Family Wealth, Inc. 4
One Fin Capital Management LP 4
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF 4
Riverstone Advisors, LLC 4
AlphaQ Advisors LLC 4
Ausbil Investment Management Ltd 4
Live Oak Investment Partners 4
Resonant Capital Advisors, LLC 4
LaSalle St. Investment Advisors, LLC 4
Leonard Capital Management, Inc 4
Midwest Capital Advisors, LLC 4
Tech Square Trading Lp 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
JFG Wealth Management, LLC 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
Blue Grotto Capital, LLC 4
Schneider Downs Wealth Management Advisors, LP 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
Morningstar Investment Management LLC 4
Ostrum Asset Management U.s., Llc 4
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 4
MEDI - Harbor ETF Trust - Harbor Health Care ETF 4
Bristol John W & Co Inc /ny/ 4
Western Asset Management Company, LLC 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
First Trust Enhanced Equity Income Fund 4
Empire Financial Management Company, LLC 4
MBM Wealth Consultants, LLC 4
Channel Wealth Llc 4
VeraBank, N.A. 4
Tufton Capital Management 4
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 4
North Ridge Wealth Advisors, Inc. 4
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 4
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 4
Owl Creek Asset Management, L.P. 4
Mirova US LLC 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
Community Capital Management, Inc. 4
McCarthy Grittinger Financial Group, LLC 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
Tide Point Capital Management, Lp 4
Archon Capital Management LLC 4
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 4
TPG Financial Advisors, LLC 4
Vollero Beach Capital Partners LLC 4
Ewa, Llc 4
One68 Global Capital, LLC 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
Geo Capital Gestora de Recursos Ltd 4
Visionary Wealth Advisors 4
Precept Management LLC 4
Trust Co Of Virginia /va 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
Blackthorn Investment Group Llc 4
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 4
WHV Investments, Inc. 4
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 4
EdgePoint Investment Group Inc. 4
Inlet Private Wealth, LLC 4
Highland Private Wealth Management 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 4
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 4
Meridian Financial Partners LLC 4
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 4
Efg Capital International Corp. 4
Sapphire Star Partners LP 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Patten & Patten Inc/tn 4
SPX Equities Gestao de Recursos Ltda 4
Northwest Bank & Trust Co 4
Glenhill Advisors Llc 4
Andesa Financial Management Inc. 4
Intermede Investment Partners Ltd 4
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 4
LFA - Lugano Financial Advisors SA 4
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 4
Sapience Investments, LLC 4
Sands Capital Management, Llc 4
German American Bancorp, Inc. 4
Prosperity Wealth Management, Inc. 4
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 4
Ensemble Capital Management, LLC 4
Scholtz & Company, Llc 4
Hatteras Funds, LLC 4
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 4
United Bank 4
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 4
Hall Kathryn A. 4
Hefty Wealth Partners 4
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 4
Slocum, Gordon & Co LLP 4
Twin Focus Capital Partners, Llc 4
CWS Financial Advisors, LLC 4
Evelyn Partners Asset Management Ltd 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
Nicola Wealth Management Ltd. 4
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 4
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF 4
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 4
Teamwork Financial Advisors, LLC 4
Tikehau Investment Management 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Krane Funds Advisors LLC 4
Vista Investment Management 4
CG Asset Management LLC 4
Menora Mivtachim Holdings Ltd. 4
Planning Directions Inc 4
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 4
Financial Security Advisor, Inc. 4
Pathway Financial Advisors LLC 4
Argent Wealth Management LLC 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Rogco, Lp 4
Avondale Wealth Management 4
Whitener Capital Management, Inc. 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 4
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 4
Man Investments (CH) AG 4
Vertex One Asset Management Inc. 4
Montage Investments, Llc 4
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 4
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
Main Management ETF Advisors, LLC 4
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 4
Forefront Analytics, LLC 4
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 4
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares 4
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 4
Vulcan Value Partners, LLC 4
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 4
Winthrop Partners - Wny, Llc 4
Roxbury Financial LLC 4
Watermark Asset Management, Inc. 4
Premier Path Wealth Partners, LLC 4
Watchman Group, Inc. 4
OmniStar Financial Group, Inc. 4
Bank of Marin 4
Rocky Mountain Advisers, Llc 4
JSF Financial, LLC 4
E Six Thirteen, Llc 4
Trueblood Wealth Management, LLC 4
Cedrus LLC 4
Bank Of Stockton 4
Biondo Investment Advisors, LLC 4
Titus Wealth Management 4
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 4
TigerOak Management, L.L.C. 4
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 4
Traveka Wealth, LLC 4
Pacific View Asset Management, Llc 4
McMahon Financial Advisors, LLC 4
Advocacy Wealth Management Services, LLC 4
HTLF Bank 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
Fore Capital, LLC 4
Zuckerman Investment Group, LLC 4
Andina Capital Management, LLC 4
Steele Capital Management, Inc. 4
Hara Capital LLC 4
Lombard Odier & Cie (Canada), Limited Partnership 4
HoyleCohen, LLC 4
Patrick M Sweeney & Associates, Inc 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
MeadowBrook Investment Advisors LLC 4
Partnership Wealth Management, LLC 4
VACVX - VALIC Co II - Large Cap Value Fund 4
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 4
Gardner Russo & Quinn Llc 4
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 4
Connors Investor Services Inc 4
Blue Pool Management Ltd. 4
Boomfish Wealth Group, LLC 4
Second Line Capital, LLC 4
American National Bank & Trust Co /va/ 4
Portfolio Design Labs, LLC 4
Unio Capital LLC 4
Partners Group Holding AG 4
Dock Street Asset Management Inc 4
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 4
BOCHK Asset Management Ltd 4
Darden Wealth Group Inc 4
Richardson Capital Management LLC 4
Worldwide Health Sciences Portfolio 4
Garelick Capital Partners, LP 4
Single Point Partners, LLC 4
Western Asset Investment Grade Defined Opportunity Trust Inc. 4
Avanda Investment Management Pte. Ltd. 4
Tanaka Capital Management Inc 4
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 4
Lodestar Investment Counsel Llc/il 4
Columbia Trust Co 01012016 4
Poehling Capital Management, LLC 4
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 4
New Century Advisors, LLC 4
Midwest Professional Planners, LTD. 4
Jordan Park Group LLC 4
First Trust Investment Solutions L.P. 4
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 4
Mandatum Life Insurance Co Ltd 4
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
Figure 8 Investment Strategies Llc 4
Aubrey Capital Management Ltd 4
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 4
Sovran Advisors, LLC 4
Canopy Partners, LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
DDD Partners, LLC 4
Exome Asset Management LLC 4
Encompass More Asset Management 4
Retirement Income Solutions, Inc 4
Spectrum Wealth Counsel, LLC 4
Kuhn & Co Investment Counsel 4
Monument Capital Management 4
Manning & Napier Group, LLC 4
Alhambra Investment Partners LLC 4
Cypress Wealth Services, LLC 4
Unisphere Establishment 4
Stokes Family Office, LLC 4
Oracle Alpha Inc. 4
Dohj, Llc 4
Amcap Fund 4
Secured Retirement Advisors, Llc 4
Blue Sky Asset Management, LLC 4
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 4
Independent Solutions Wealth Management, LLC 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Gabelli Nextshares Trust 4
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 4
Murphy Pohlad Asset Management LLC 4
USRD - Themes ETF Trust - Themes US R&D Champions ETF 4
National Investment Services of America, LLC 4
Legacy Wealth Partners, Inc. 4
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
Physicians Financial Services, Inc. 4
Perennial Investment Advisors, LLC 4
Jetstream Capital LLC 4
Deimos Asset Management LLC 4
Payden & Rygel 4
Valicenti Advisory Services Inc 4
Aft, Forsyth & Sober, LLC 4
Zevenbergen Capital Investments Llc 4
Walden Wealth Partners Llc 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
COMMERCE FUNDS - The MidCap Value Fund Shares 4
Broadview Funds Trust 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 4
Cushing Asset Management, Lp 4
Acap Strategic Fund 4
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 4
Adirondack Research & Management Inc. 4
DLK Investment Management, LLC 4
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
Birchview Capital, LP 4
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 4
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF 4
Partners Group Private Equity (master Fund), Llc 4
Southport Management, L.l.c. 4
Dimension Capital Management Llc 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
Koa Wealth Management, LLC 4
22nw, Lp 4
Fpc Investment Advisory, Inc. 4
New Perspective Fund 4
Endeavor Private Wealth, Inc. 4
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 4
Kirtland Hills Capital Management, Llc 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 4
Fusion Investment Group, LLC 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 4
REDWX - Aspiration Funds - Aspiration Redwood Fund 4
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
Gardiner Nancy B 4
Elefante Mark B 4
Delaney Dennis R 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
Credit Suisse High Yield Bond Fund 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
Indices-Pac Research Corp. 4
Oasis Management Co Ltd. 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
City Financial Investment Co Ltd 4
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 4
Orca Investment Management, LLC 4
XML Financial, LLC 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Wells Fargo Income Opportunities Fund 4
Kings Path Partners LLC 4
Mirae Asset Securities (usa) Inc. 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Vista Wealth Management Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
Ikarian Capital, LLC 4
Flynn James E 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
Tennessee Valley Asset Management Partners 4
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 4
Community Bank & Trust, Waco, Texas 4
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund 4
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 4
Family Capital Trust Co 4
Holloway Wealth Management, LLC 4
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
Community Trust & Investment Co 4
Private Asset Management Inc 4
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 4
Lawson Kroeker Investment Management Inc/ne 4
Pembroke Management, LTD 4
Asset Allocation & Management Company, LLC 4
Artisan Partners Holdings Lp 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
Matrix Asset Advisors Inc/ny 4
Clear Perspective Advisors, LLC 4
Massar Capital Management, LP 4
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 4
Nexus Investment Management ULC 4
NFP Retirement, Inc. 4
Detwiler Fenton Investment Management LLC 4
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 4
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 4
Granite FO LLC 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 4
Palisades Investment Partners, LLC 4
Palo Capital, Inc. 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R 4
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 4
Bearing Point Capital, Llc 4
Wealth Advisory Solutions, LLC 4
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
Apollo Tactical Income Fund Inc. 4
Five Oceans Asset Management LTD 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
BlackRock ETF Trust - BlackRock Future Innovators ETF 4
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 4
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 4
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 4
LifePro Asset Management 4
PIMCO FUNDS - PIMCO Short Asset Portfolio 4
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 4
United Fire Group Inc 4
Journey Advisory Group, LLC 4
Northstar Advisory Group, LLC 4
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
Wall Street Access Asset Management, LLC 4
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 4
Hanlon Investment Management, Inc. 4
ABN AMRO Bank N.V. 4
Cobalt Capital Management, Inc. 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
McLean Asset Management Corp 4
Blackrock Science & Technology Trust 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
Legal Advantage Investments, Inc. 4
Mitchell Sinkler & Starr/pa 4
Capstone Triton Financial Group, LLC 4
Edinburgh Partners Ltd 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
IVC Wealth Advisors LLC 4
Sterling Manor Financial, LLC 4
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 4
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 4
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 4
Custom Portfolio Group LLC 4
Three Seasons Wealth, LLC 4
LeClair Wealth Partners LLC 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
Flagship Private Wealth, LLC 4
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 4
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 4
Board of Trustees of The Leland Stanford Junior University 4
King Wealth 4
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 4
BLACKROCK FUNDS - BlackRock International Impact Fund Class K 4
Cortina Funds, Inc. 4
CFICX - CALVERT FUND - Calvert Income Fund Class A 4
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 4
R.P. Boggs & Co. 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
Wealth Architects, LLC 4
Century Capital Management, LLC 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 4
Aster Investment Management Co Inc 4
BOTT - Themes ETF Trust - Themes Robotics & Automation ETF 4
Kesler, Norman & Wride, LLC 4
Foster & Motley Inc 4
Advanced Investment Partners, LLC 4
Measured Risk Portfolios, Inc. 4
Traxis Partners Lp 4
Trutina Financial LLC 4
Financial Management Network Inc 4
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 4
Wd Rutherford Llc 4
Texas Bank & Trust Co 4
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 4
Connolly Sarah T. 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
KP Management LLC 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 4
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 4
Mma Asset Management Llc 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 4
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 4
Andar Capital Management HK Ltd 4
Napier Park Global Capital (US) LP 4
ShoreHaven Wealth Partners, LLC 4
Octavia Wealth Advisors, LLC 4
Renasant Bank 4
Overbrook Management Corp 4
Aberdeen Japan Equity Fund, Inc. 4
Orin Green Financial, LLC 4
1248 Management, LLC 4
Deane Retirement Strategies, Inc. 4
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 4
Veritas Investment Partners (UK) Ltd. 4
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 4
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 4
Analog Century Management LP 4
NINE MASTS CAPITAL Ltd 4
Novem Group 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
Taylor Wealth Management Partners 4
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
AQINX - AQR Funds - AQR International Equity Fund Class N 4
Berry Street Capital Management LLP 4
Connacht Asset Management LP 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A 4
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 4
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 4
Vancity Investment Management Ltd 4
Woodward Diversified Capital, Llc 4
Garcia Hamilton & Associates Lp/de 4
Holderness Investments Co 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 4
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 4
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
Clarus Group, Inc. 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
Alpine Partners USVI, LLC 4
Bristol Gate Capital Partners Inc. 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
Alerus Investment Advisors Corp 4
Walkner Condon Financial Advisors LLC 4
Heron Bay Capital Management 4
Hoese & Co LLP 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Castle Hook Partners LP 4
Tri Locum Partners LP 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
Gary Goldberg Planning Services Inc 4
Diversified Enterprises, LLC 4
Professional Advisory Services Inc 4
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 4
Wealth Management Associates, Inc. 4
Voce Capital Management LLC 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
WNY Asset Management, LLC 4
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 4
Alethea Capital Management, Llc 4
HN Saltoro Capital, LP 4
Investment Centers Of America Inc 4
Tacita Capital Inc 4
Hudson Value Partners, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 4
Signature Financial Management, Inc. 4
Pinney & Scofield, Inc. 4
Colonial River Wealth Management, LLC 4
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 4
Integrated Quantitative Investments LLC 4
Seaport Global Asset Management Llc 4
Grant Private Wealth Management Inc 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 4
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 4
Sheets Smith Investment Management 4
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 4
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
BEEX - Tidal Trust III - The BeeHive ETF 4
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 4
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 4
Wormser Freres Gestion 4
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 4
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y 4
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 4
Birch Capital Management, LLC 4
CPG Cooper Square International Equity, LLC 4
BGPTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 2 4
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
Sage Private Wealth Group, Llc 4
Lincoln Capital LLC 4
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 4
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 4
Cue Financial Group, Inc. 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Live Your Vision, LLC 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
KAMES CAPITAL management Ltd 4
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 4
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 4
General American Investors Co Inc 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
Horst & Graben Wealth Management LLC 4
Biltmore Wealth Management, LLC 4
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 4
Mitchell Mcleod Pugh & Williams Inc 4
AssuredPartners Investment Advisors, LLC 4
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 4
Steinberg Asset Management Llc 4
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 4
Stralem & Co Inc 4
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 3
Capital World Growth & Income Fund 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
Infrastructure Capital Advisors, Llc 3
CMH Wealth Management LLC 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
CAMG Solamere Management, LLC 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
Honeycomb Asset Management LP 3
Jafra Capital Management LP 3
Vantage Financial Partners Ltd., Inc. 3
Chescapmanager LLC 3
GQG Partners LLC 3
Oppenheimer Integrity Funds 3
FS Series Trust - FS Market Neutral Fund Class I 3
RB Capital Management, LLC 3
LeJeune Puetz Investment Counsel LLC 3
Growth Portfolio 3
Capital Income Builder 3
Marietta Wealth Management, LLC 3
Smith Shellnut Wilson Llc /adv 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 3
Amtrust Financial Services, Inc. 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
WP Advisors, LLC 3
Elgethun Capital Management 3
BigSur Wealth Management LLC 3
Fusion Family Wealth LLC 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
Pimco Flexible Credit Income Fund 3
Abbrea Capital, LLC 3
Cohen & Steers Global Income Builder, Inc 3
Pimco Global Stocksplus & Income Fund 3
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
Rubric Capital Management LP 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
Paragon Wealth Strategies, LLC 3
REDW Wealth LLC 3
Ako Capital Llp 3
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 3
Clearwater Capital Advisors, LLC 3
Pvg Asset Management Corp 3
Us Global Investors Funds 3
Blackrock Enhanced Equity Dividend Trust 3
Ssga Master Trust 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Dreyfus Funds Inc 3
Apollo Senior Floating Rate Fund Inc. 3
Lazard Global Total Return & Income Fund Inc 3
Voss Capital, LLC 3
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 3
MEMBERS Trust Co 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
Independence Advisors, LLC 3
Lmp Capital & Income Fund Inc. 3
Eagle Capital Growth Fund, Inc. 3
Boston Income Portfolio - Boston Income Portfolio 3
Antonetti Capital Management LLC 3
Oppenheimer Series Fund 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
S.a.c. Global Investors, Llp 3
Victory Institutional Funds 3
Sfm, Llc 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
Oppenheimer Main Street Small Cap Fund 3
Federated Mdt Large Cap Value Fund 3
Loeb Offshore Management LP 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Morris Capital Advisors, LLC 3
Re Advisers Corp 3
Highmount Capital, LLC 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
Lombard Odier & Cie (Bahamas) Ltd 3
Ferox Capital LLP 3
Tortoise Index Solutions, LLC 3
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 3
Western Asset High Income Fund Ii Inc. 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 3
Oppenheimer Discovery Fund 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
Prospect Capital Advisors, LLC 3
Ivy High Income Opportunities Fund 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
Green Valley Investors Llc 3
Oppenheimer Global Strategic Income Fund 3
Reliant Investment Management, LLC 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
Western Asset High Income Opportunity Fund Inc. 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
Schnieders Capital Management Llc 3
Henderson Global Funds 3
Marketocracy Funds 3
Columbia Etf Trust 3
Ray Gerald L & Associates Ltd 3
Keeler THomas Management LLC 3
Wealthstreet Investment Advisors, LLC 3
LexAurum Advisors, LLC 3
Covalis Capital Llp 3
Allen Capital Group, LLC 3
Farmers National Bank 3
Credit Capital Investments LLC 3
Kernodle & Katon Asset Management Group, LLC 3
Diamant Asset Management, Inc. 3
Melqart Asset Management (uk) Ltd 3
Red Cedar Capital, LLC 3
Diameter Capital Partners LP 3
Cornerstone Capital, Inc. 3
Engine Capital Management, LP 3
Altman Advisors, Inc. 3
Biltmore Family Office, LLC 3
Thrax Management, LLC 3
Ellenbecker Investment Group 3
Xai Octagon Floating Rate & Alternative Income Term Trust 3
Burren Capital Advisors Ltd 3
LG Capital Management, LP 3
USAdvisors Wealth Management, LLC 3
Stokes Capital Advisors, LLC 3
Wealth Alliance Advisory Group, LLC 3
Breiter Capital Management Inc 3
Bronson Point Management LLC 3
Blue Chip Wealth Management, Inc. 3
Cs Mckee Lp 3
Professional Planning 3
Aj Wealth Strategies, Llc 3
Clearfield Capital Management Lp 3
Brand Asset Management Group, Inc. 3
JGP Wealth Management, LLC 3
Barnes Dennig Private Wealth Management LLC 3
Northwestern Mutual Investment Services Llc 3
Cozad Asset Management Inc 3
Portfolio Strategies, Inc. 3
Financial Strategy Network, LLC 3
Robinson Capital Management, Llc 3
MACRO Consulting Group 3
Banbury Partners Llc 3
Wambolt & Associates, LLC 3
Signet Investment Advisory Group, Inc. 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
United Income, Inc. 3
Bardin Hill Management Partners Lp 3
Beacon Pointe Wealth Advisors, Llc 3
Brio Consultants, LLC 3
1 North Wealth Services Llc 3
Element Pointe Advisors, Llc 3
Centaur Capital Partners, L.P. 3
Voit & Company, Llc 3
Summit Wealth & Retirement Planning, Inc. 3
Yale University 3
Jackson Hole Capital Partners, LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Advisory Resource Group 3
Private Portfolio Partners Llc 3
Scion Asset Management, LLC 3
Tower House Partners LLP 3
Islet Management, LP 3
Arrow Capital Management, LLC 3
Genesee Capital Advisors, LLC 3
ERTS Wealth Advisors, LLC 3
Stamos Capital Partners, L.p. 3
Toms Capital Investment Management Lp 3
Hawk Ridge Capital Management Lp 3
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 3
Palestra Capital Management LLC 3
Frisch Financial Group, Inc. 3
Miramar Capital, LLC 3
Howard Financial Services, Ltd. 3
Full Sail Capital, LLC 3
Bain Capital Public Equity Management Ii, Llc 3
Peachtree Investment Partners, LLC 3
Centric Wealth Management 3
Occidental Asset Management, LLC 3
Fs Multi-alternative Income Fund 3
Kmg Fiduciary Partners, Llc 3
RVW Wealth, LLC 3
Opes Wealth Management LLC 3
Ceros Financial Services Inc. 3
Ccg Wealth Management, Llc 3
Julex Capital Management, Llc 3
Smith & Howard Wealth Management, LLC 3
Tradition Asset Management Llc 3
Westhampton Capital, LLC 3
Legend Financial Advisors, Inc. 3
Rothschild & Co Wealth Management UK Ltd 3
Stralem Fund 3
Putnam Voyager Fund 3
Wills Financial Group, Inc. 3
Tea Leaf Management Investment Trust 3
Fic Capital Inc 3
Nuveen Equity Premium Advantage Fund 3
Parametric Market Neutral Portfolio 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
Charles Schwab Trust Co 3
Bolton Lp 3
Meridian Investment Counsel Inc. 3
LVZ Advisors, Inc. 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 3
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 3
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y 3
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
Blue Jay Capital Management, Llc 3
AlpInvest Partners B.V. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 3
Qualcomm Inc/de 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 3
Brookwood Investment Group LLC 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 3
Caliber Wealth Management, LLC / KS 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
Dominick & Dominick LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
Tradewinds Global Investors, LLC 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Retirement Capital Strategies 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
Pandora Wealth, Inc. 3
PACIFIC SELECT FUND - Technology Portfolio Class I 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 3
Rowland & Co Investment Counsel/adv 3
Bridge Creek Capital Management LLC 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
TOWER TRUST & INVESTMENT Co 3
Consulta Ltd 3
Price Michael F 3
Ecofin Advisors Ltd 3
Amazon Com Inc 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 3
Lagoda Investment Management, L.P. 3
Forefront Wealth Partners, LLC 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 3
Valentine Capital Asset Management, Inc. 3
Haberer Registered Investment Advisor Inc 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
Tbp Advisors Ltd 3
Brouwer & Janachowski, LLC 3
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 3
Vision Capital Management, Inc. 3
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 3
First Business Financial Services, Inc. 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
Night Squared LP 3
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 3
Stone Toro Investment Advisers, LP 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
Capital Wealth Planning, LLC 3
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 3
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 3
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 3
WSCAX - WANGER ADVISORS TRUST - Wanger International 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Sterne Agee Group, Inc. 3
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 3
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 3
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 3
Icc Capital Management Inc/ 3
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 3
Hahn Capital Management Llc 3
Baker Bros. Advisors Lp 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 3
Harvard Management Co Inc 3
Parametric Risk Advisors LLC 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
Firsthand Capital Management, Inc. 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
Fundsmith LLP 3
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 3
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 3
Alken Asset Management Ltd. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
Jericho Capital Asset Management L.P. 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Curbstone Financial Management Corp 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
Berkshire Asset Management Llc/pa 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
Summit Financial Wealth Advisors, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 3
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 3
Raub Brock Capital Management LP 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 3
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 3
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
Securian Funds Trust - SFT Ivy Growth Fund 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
Speece Thorson Capital Group Inc 3
Strategic Wealth Management Inc 3
PENN SERIES FUNDS INC - Large Core Growth Fund 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Lingohr & Partner Asset Management GmbH 3
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 3
Jacobson & Schmitt Advisors, Llc 3
Regents Of The University Of California 3
Manitou Investment Management Ltd. 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
Weatherbie Capital, Llc 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
Wolf Group Capital Advisors 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
First Long Island Investors, LLC 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 3
Holland Capital Management Llc 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Ws Management Lllp 3
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Eclectica Asset Management LLP 3
First Houston Capital, Inc. 3
INVN - Alger ETF Trust - Alger Russell Innovation ETF 3
Wharton Business Group, LLC 3
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF 3
Jacobus Wealth Management, Inc. 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Legacy Capital Partners, Inc. 3
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 3
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
Lehman Financial Resources, Inc. 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
MBIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Franchise Portfolio Class II 3
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 3
Autus Asset Management, LLC 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
Private Harbour Investment Management & Counsel, LLC 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
Adell Harriman & Carpenter Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
Groesbeck Investment Management Corp /nj/ 3
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Terra Nova Asset Management LLC 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Crow Point Partners, LLC 3
Beacon Financial Group 3
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 3
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 3
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 3
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
VNBTrust, National Association 3
Leith Wheeler Investment Counsel Ltd. 3
M. Kraus & Co 3
Marshwinds Advisory Co 3
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 3
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 3
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 3
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Baker Boyer National Bank 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF 3
Bouchey Financial Group Ltd 3
Banced Corp 3
Hartwell J M Limited Partnership 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 3
Campbell Newman Asset Management Inc 3
ULTRA SERIES FUND - Large Cap Growth Fund Class I 3
ULTRA SERIES FUND - Mid Cap Fund Class I 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Benin Management CORP 3
Profit Investment Management, LLC 3
Jacobs & Co/ca 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
Stewart & Patten Co Llc 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 3
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 3
R.H. Dinel Investment Counsel, Inc. 3
Profunds - Profund Vp Semiconductor 3
New Century Investment Management, Inc 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
Bonness Enterprises Inc 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
Goldman Sachs Asset Management, L.p. 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
Elm Advisors, Llc 3
Lathrop Investment Management Corp 3
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 3
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
Round Table Services, LLC 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
DORCHESTER WEALTH MANAGEMENT Co 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
HITE Hedge Asset Management LLC 3
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 3
Mathes Company, Inc. 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 3
Atlas Brown,Inc. 3
Taylor Frigon Capital Management LLC 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
Cliftonlarsonallen Wealth Advisors, Llc 3
Icm Asset Management Inc/wa 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
Roffman Miller Associates Inc /pa/ 3
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 3
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 3
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
Rothschild Capital Partners, LLC 3
St. James Investment Company, LLC 3
JCIC Asset Management Inc. 3
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
FT Options LLC 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 3
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 3
Nwi Management Lp 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
Charlemagne Capital Ltd 3
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 3
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 3
Analyst IMS Investment Management Services Ltd. 3
Boardman Bay Capital Management Llc 3
Coyle Financial Counsel LLC 3
Fore Research & Management, LP 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
Altrinsic Global Advisors Llc 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
TPG Group Holdings (SBS) Advisors, Inc. 3
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 3
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 3
YOKE - EA Series Trust - Yoke Core ETF 3
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 3
HealthInvest Partners AB 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Sadoff Investment Management Llc 3
Bridges Investment Counsel Inc/ 3
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 3
Cape Ann Savings Bank 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
GURU - Global X Funds - Global X Guru Index ETF 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
Millie Capital Management, Llc 3
Guild Investment Management, Inc. 3
Country Club Trust Company, n.a. 3
Douglas C. Lane & Associates, Inc. 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 3
Argentiere Capital Ag 3
Sterling Investment Management, Inc. 3
Private Wealth Advisors, Inc. 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 3
Roanoke Asset Management Corp/ Ny 3
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Blue Fin Capital, Inc. 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Camelot Portfolios, LLC 3
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 3
Goodman Financial Corp 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 3
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 3
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 3
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 3
Asset Advisors Corp 3
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
Selway Asset Management 3
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 3
RQSI Ltd 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
Mondrian Investment Partners LTD 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Lineweaver Wealth Advisors, LLC 3
Credential Securities Inc. 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
S.E.E.D. Planning Group LLC 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
Kanawha Capital Management Llc 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 3
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 3
Shikiar Asset Management Inc 3
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 3
Jensen Investment Management Inc 3
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 3
Birmingham Capital Management Co Inc/al 3
Burnham Asset Management Corp /ny/ 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 3
300 North Capital, Llc 3
Fiduciary Group LLC 3
Northstar Group, Inc. 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
Compass Capital Management, Inc 3
Cardinal Capital Management 3
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 3
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 3
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 3
Sphinx Trading, Lp 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 3
SeaTown Holdings Pte. Ltd. 3
Constellation Wealth Advisors, LLC 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 3
Friedberg Investment Management 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
Connective Capital Management, LLC 3
Sarasin & Partners LLP 3
USD - PROSHARES TRUST - ProShares Ultra Semiconductors 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
KEMPER Corp 3
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
VCCBX - VALIC Co II - Core Bond Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Domani Wealth, LLC 3
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 3
Mork Capital Management, LLC 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Pennsylvania Capital Management Inc /adv 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Retirement Planning Group 3
Palisades Hudson Asset Management, L.P. 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
Sprott Inc. 3
Outfitter Advisors, Ltd. 3
Sustainable Growth Advisers, LP 3
Staley Capital Advisers Inc 3
Clovis Capital Management Lp 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
Bridgecreek Investment Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
Knightsbridge Asset Management, Llc 3
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 3
Mogy Joel R Investment Counsel Inc 3
Schafer Cullen Capital Management Inc 3
Prudent Investors Network 3
Meadow Creek Wealth Advisors Llc 3
Aspex Management (HK) Ltd 3
Aurora Private Wealth, Inc. 3
Elevated Capital Advisors, LLC 3
Stonebridge Financial Planning Group, LLC 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
TBH Global Asset Management, LLC 3
Firestone Capital Management 3
Houlihan Financial Resource Group, Ltd. 3
Professional Financial Advisors, LLC 3
HBC Financial Services, PLLC 3
NAN FUNG TRINITY (HK) Ltd 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Moser Wealth Advisors, LLC 3
Austin Private Wealth, LLC 3
Stewart Asset Management, LLC 3
Vigilare Wealth Management 3
Aberdeen Wealth Management LLC 3
Advantage Alpha Capital Partners LP 3
Evelyn Partners Investment Management (Europe) Ltd 3
Sterneck Capital Management, LLC 3
Atreides Management, LP 3
Asher Enterprises Inc 3
Soundwatch Capital LLC 3
Heron Financial Group, Llc 3
Capital Insight Partners, Llc 3
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
Sunflower Bank, Na Wealth Management 3
Tempus Wealth Planning, LLC 3
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 3
Arena Investors LP 3
Patriot Wealth Management, Inc. 3
Proffitt & Goodson Inc 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Triton Wealth Management, PLLC 3
Auxano Advisors, LLC 3
Capital One Financial Corp 3
StrongBox Wealth, LLC 3
VR Adviser, LLC 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class 3
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 3
Court Place Advisors, LLC 3
Jackson Wealth Management, LLC 3
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 3
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 3
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 3
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 3
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 3
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
Emory University 3
Grace & White Inc /ny 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 3
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares 3
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF 3
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 3
Van Strum & Towne Inc. 3
Crawford Fund Management, LLC 3
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 3
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 3
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 3
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF 3
Pzena Investment Management Llc 3
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class 3
Evercore Trust Company, N.A. 3
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 3
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 3
BGRWX - TRUST FOR PROFESSIONAL MANAGERS - Barrett Growth Fund 3
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 3
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 3
Applied Research Investments, Llc 3
GWM Asset Management Ltd 3
Credo Capital Management, LLC 3
Six Circles Trust - Six Circles Tax Aware Bond Fund 3
Winslow Asset Management Inc 3
Missouri Valley Partners, Inc. 3
Noesis Capital Mangement Corp 3
Gleason Group, Inc. 3
Spero-smith Investment Advisers Inc /oh 3
Pettyjohn, Wood & White, Inc 3
StellarOne CORP 3
Fenimore Asset Management Trust 3
Woodburn R Robert Jr 3
Cazenove Capital Management Ltd 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 3
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 3
Todd Asset Management Llc 3
Vaughan David Investments Inc/il 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
Nicusa Capital Partners, L.p. 3
One Day In July LLC 3
Bft Financial Group, Llc 3
Windmill Hill Asset Management Ltd 3
Summitry Llc 3
Rbo & Co Llc 3
Independent Investors Inc 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 3
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 3
Codex Capital, L.L.C. 3
Paradice Investment Management LLC 3
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Oracle Investment Management Inc 3
Oak Harvest Investment Services 3
Grant/GrossMendelsohn, LLC 3
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 3
Foster Group, Inc. 3
Golden Green, Inc. 3
TrueWealth Advisors, LLC 3
Garrett Investment Advisors LLC 3
Brown Miller Wealth Management, LLC 3
Hugh Johnson Advisors LLC 3
Morris Retirement Advisors, LLC 3
Falcon Wealth Planning 3
West Financial Advisors, LLC 3
M. Kulyk & Associates, LLC 3
Stenahm Asset Managment Ltd 3
Bouvel Investment Partners, LLC 3
Kaizen Financial Strategies 3
Latitude Advisors, LLC 3
Galvin, Gaustad & Stein, LLC 3
Bingham Osborn & Scarborough Llc 3
Financial Avengers, Inc. 3
Kavar Capital Partners Group, Llc 3
Waycross Partners, Llc 3
Avenue 1 Advisors, LLC 3
Alta Wealth Advisors LLC 3
Annandale Capital, LLC 3
Rempart Asset Management Inc. 3
Montis Financial, LLC 3
Green Square Capital Advisors Llc 3
Insight Advisors, LLC/ PA 3
Oder Investment Management, LLC 3
Cannon Global Investment Management, LLC 3
Oak Family Advisors, Llc 3
Thrive Capital Management, LLC 3
Greystone Financial Group, LLC 3
Sandbox Financial Partners, LLC 3
Ophir Asset Management Pty Ltd 3
Trilogy Global Advisors Lp 3
Cypress Funds Llc 3
Collaborative Holdings Management LP 3
Curated Wealth Partners LLC 3
Ade, Llc 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Wealthspring Capital LLC 3
P Schoenfeld Asset Management Lp 3
Signature Wealth Management Partners, LLC 3
Cloverfields Capital Group, Lp 3
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 3
Ascendant Capital Management, LLC 3
Foresite Capital Management V, LLC 3
Merewether Investment Management, LP 3
Red Wave Investments LLC 3
Pinpoint Asset Management (Singapore) Pte. Ltd. 3
Taddei, Ludwig & Associates, Inc. 3
Lazard Freres Gestion S.A.S. 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 3
Bradley Mark J. 3
Valliance Asset Management Ltd 3
Tt International 3
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF 3
Laird Norton Trust Company, Llc 3
VELA Funds - VELA Small Cap Fund Class I 3
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
Defined Wealth Management, Llc 3
Stonepine Capital Management, LLC 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
PGIM Short Duration High Yield Opportunities Fund 3
Bard Financial Services, Inc. 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
Ruffer LLP 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
Precision Wealth Strategies, LLC 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
Wilkinson Global Asset Management LLC 3
Crew Capital Management, Ltd. 3
One + One Wealth Management, Llc 3
Haverford Financial Services, Inc. 3
S Squared Technology, LLC 3
Camden National Corp 3
Quantitative Value Technologies, Llc 3
Michas Alexis P 3
George Kaiser Family Foundation 3
Union Heritage Capital, LLC 3
Fermata Advisors, LLC 3
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 3
Sagard Holdings Management Inc. 3
PIMCO Dynamic Income Opportunities Fund 3
Prentice Wealth Management LLC 3
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 3
Wescott Financial Advisory Group, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
Northpond Ventures, LP 3
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 3
EPRE - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW ESG Premier Equity ETF 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
HFR Wealth Management, LLC 3
Nottingham Advisors, Inc. 3
Atw Spac Management Llc 3
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class 3
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
Rpo Llc 3
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares 3
First Affirmative Financial Network 3
ARS Wealth Advisors Group, LLC 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Absolute Investment Advisers Llc 3
Sands Capital Ventures, LLC 3
Financial Council Asset Management Inc 3
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 3
Provident Investment Management, Inc. 3
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 3
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 3
REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares 3
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 3
FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I 3
FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I 3
Gendell Jeffrey L 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares 3
ZGEIX - Advisors' Inner Circle Fund III - NINETY ONE GLOBAL ENVIRONMENT FUND I Shares 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 3
Crestmont Private Wealth LLC 3
LRT Capital Management, LLC 3
Evergreen Wealth Solutions, LLC 3
Atlantic Private Wealth, LLC 3
Agate Pass Investment Management, LLC 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
Buttonwood Financial Advisors Inc. 3
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
Halsey Associates Inc/ct 3
DGS Capital Management, LLC 3
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Para Advisors Llc 3
Yarbrough Capital, LLC 3
Helios Capital Management Pte. Ltd 3
Kathleen S. Wright Associates Inc. 3
Perfromance Wealth Partners, LLC 3
Zimmermann Investment Management & Planning Llc 3
Tiger Management L.l.c. 3
Bennett Lawrence Management L L C/ny 3
Waypoint Capital Advisors, LLC 3
Stegent Equity Advisors, Inc. 3
BlackDiamond Wealth Management Inc. 3
Evolution Advisers, Inc. 3
Beach Investment Management, LLC. 3
Abeille Asset Management Sa 3
True Bearing Asset Management LP 3
Flynn Zito Capital Management, Llc 3
Alkeon Capital Management Llc 3
Chemistry Wealth Management LLC 3
Integrity Capital Management (HK) Ltd 3
Maripau Wealth Management Llc 3
Life Planning Partners, Inc 3
Drystone LLC 3
CALIFORNIA FIRST LEASING Corp 3
Blue Owl Capital Holdings LP 3
MKT Advisors LLC 3
Tenere Capital LLC 3
Hongkou Capital LP 3
Sandia Investment Management LP 3
Win Advisors, Inc 3
Gould Capital, LLC 3
Disciplined Equity Management, Inc. 3
Redmont Wealth Advisors Llc 3
Mill Capital Management, LLC 3
Guerra Pan Advisors, Llc 3
Planning Center, Inc. 3
West Michigan Advisors, Llc 3
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 3
Magnolia Wealth Management, LLC 3
Apeiron RIA LLC 3
NCM Capital Management, LLC 3
Concorde Financial Corp 3
Rather & Kittrell, Inc. 3
Future Fund LLC 3
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 3
FirstPurpose Wealth LLC 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 3
Hellman Jordan Management Co Inc /ma/ 3
Cloverdale Capital Management, LLC 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Schrum Private Wealth Management LLC 3
Merlin Capital LLC 3
Security Financial Services, INC. 3
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 3
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
Sentry Investments Corp. 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
Walker Asset Management, LLC 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
Nvest Financial, LLC 3
Killen Group Inc 3
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 3
Brooklyn FI, LLC 3
Insight Inv LLC 3
Cladis Investment Advisory, LLC 3
Commons Capital, Llc 3
Athena Investment Management 3
Bernzott Capital Advisors 3
Hutchens & Kramer Investment Management Group, LLC 3
Samjo Capital LLC 3
Range Financial Group LLC 3
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 3
L.m. Kohn & Company 3
Willner & Heller, Llc 3
Presidio Capital Management, LLC 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
Polygon Management Ltd. 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Ritter Daniher Financial Advisory LLC / DE 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 3
VELA Funds - VELA Income Opportunities Fund Class A 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
CVI Investments, Inc. 3
Second Half Financial Partners, LLC 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
Axim Planning & Wealth 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
Davis Selected Advisers 3
Investidor Profissional Gestao de Recursos Ltda. 3
Drw Securities, L.l.c. 3
Sea Otter Advisors LLC 3
MGO Private Wealth, LLC 3
Warther Private Wealth, LLC 3
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I 3
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 3
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
Gallacher Capital Management LLC 3
Cardinal Capital Management Llc /ct 3
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Chapin Davis, Inc. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
Pacific Sage Partners, LLC 3
Olistico Wealth, LLC 3
Goldstein Advisors, LLC 3
Forza Wealth Management, LLC 3
Petredis Investment Advisors Llc 3
Milestone Asset Management, Llc 3
CPA Asset Management LLC 3
Semus Wealth Partners LLC 3
XY Capital Ltd 3
Koesten, Hirschmann & Crabtree, INC. 3
Watershed Private Wealth Llc 3
WS Portfolio Advisory, LLC 3
New Mountain Vantage Advisers, L.l.c. 3
Clifford Group, LLC 3
Hobart Private Capital, LLC 3
Tanglewood Legacy Advisors, LLC 3
Arista Wealth Management, LLC 3
Delap Wealth Advisory, Llc 3
Delta Financial Group, Inc. 3
Worth Financial Advisory Group, LLC 3
Beverly Hills Private Wealth, LLC 3
Flow State Investments, L.P. 3
Fiduciary Management Inc /wi/ 3
Teachers Insurance & Annuity Association Of America 3
Financial Freedom, LLC 3
Artia Global Partners LP 3
Rales Steven M 3
Silverlake Wealth Management Llc 3
Bensler, LLC 3
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
Crystalline Management Inc. 3
Werba Rubin Papier Wealth Management 3
Akre Capital Management Llc 3
Legacy Trust 3
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 3
Matrix Capital Management Company, LP 3
Consolidated Portfolio Review Corp 3
ABLE Financial Group, LLC 3
Ruggaard & Associates LLC 3
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 3
Lord Abbett Floating Rate High Income Fund 3
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 3
Smallcap World Fund Inc 3
First County Bank /CT/ 3
Tema ETF Trust - Tema American Reshoring ETF 3
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 3
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 3
Elevatus Welath Management 3
Seven Mile Advisory 3
EDENTREE ASSET MANAGEMENT Ltd 3
New Republic Capital, LLC 3
First Wilshire Securities Management Inc 3
Rappaport Reiches Capital Management, LLC 3
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 3
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF 3
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
Lone Pine Capital Llc 3
WFA Asset Management Corp 3
Amici Capital, LLC 3
Kure Advisory, LLC 3
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund 3
Sound Stewardship, LLC 3
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 3
Kickstand Ventures, Llc. 3
Disciplina Capital Management LLC 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Calvert Management Series - Calvert Global Equity Fund Class I 3
Eagle Capital Management Llc 3
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
Pantechnicon Advisors LLP 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
Morton Capital Management LLC/CA 3
One River Asset Management, LLC 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 3
LongView Wealth Management 3
Cultivar Capital, Inc. 3
Trust Co of the South 3
Goldman Capital Management Inc 3
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 3
Keener Financial Planning LLC 3
Philip James Wealth Mangement, LLC 3
Kensico Capital Management Corp 3
Tyche Wealth Partners LLC 3
LifePlan Financial, LLC 3
Sentry LLC 3
Eagle Wealth Strategies Llc 3
River Road Asset Management, LLC 3
Fielder Capital Group LLC 3
Breed's Hill Capital LLC 3
Harmony Asset Management Llc 3
Apex Capital, Llc 3
Stablepoint Partners, LLC 3
Decheng Capital LLC 3
Pingora Partners LLC 3
Gold Investment Management Ltd. 3
Maia Wealth LLC 3
Aviso Wealth Management 3
Williamson Legacy Group, LLC 3
DSC Advisors, L.P. 3
Lummis Asset Management, LP 3
Bulltick Wealth Management, LLC 3
Munro Partners 3
Taylor Financial Group, Inc. 3
Sunpointe, LLC 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
Sierra Summit Advisors Llc 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
Abel Hall, LLC 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 3
Nierenberg Investment Management Company, Inc. 3
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 3
Franklin Templeton ETF Trust - Franklin Focused Growth ETF 3
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF 3
Leo Wealth, LLC 3
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
waypoint wealth counsel 3
Mak Capital One Llc 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
Glacier Peak Capital LLC 3
Duncan Williams Asset Management, LLC 3
Emprise Bank 3
Strategic Planning Group, Llc 3
Foguth Wealth Management, LLC. 3
JBR Co Financial Management Inc 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 3
Pullen Investment Management, LLC 3
49 Wealth Management, Llc 3
Fiduciary Family Office, Llc 3
De Lisle Partners LLP 3
Umpqua Bank 3
Cascade Financial Partners, LLC 3
Evergreen Quality Fund GP, Ltd. 3
Watts Gwilliam & Co., LLC 3
Clear Point Advisors Inc. 3
Raelipskie Partnership 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
Pathway Financial Advisers, LLC 3
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 3
Keynote Financial Services Llc 3
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 3
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 3
Bank & Trust Co 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
Generate Investment Management Ltd 3
Codex Capital Asset Management L.L.C. 3
Chris Bulman Inc 3
Robocap Asset Management Ltd 3
William B. Walkup & Associates, Inc. 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
New Wave Wealth Advisors Llc 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
Cannon Financial Strategists, Inc. 3
GRW - TCW ETF Trust - TCW Compounders ETF 3
BlackRock ETF Trust - BlackRock Large Cap Growth ETF 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
Osprey Private Wealth LLC 3
Howard Bailey Securities, Llc 3
Elyxium Wealth, LLC 3
Villere St Denis J & Co Llc 3
B&l Asset Management Llc 3
SGL Investment Advisors, Inc. 3
Broadfin Capital, LLC 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Elevation Series Trust - TrueShares Active Yield ETF 3
American Financial Group Inc 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 3
Pines Wealth Management, LLC 3
Board of the Pension Protection Fund 3
Paulson & Co. Inc. 3
Fairvoy Private Wealth, LLC 3
Elevate Capital Advisors, LLC 3
Kentucky Trust Co 3
Peapod Lane Capital LLC 3
Abc Arbitrage Sa 3
Advyzon Investment Management, LLC 3
Abound Financial, Llc 3
Purkiss Capital Advisors LLC 3
Hickory Point Bank & Trust 3
Permanent Capital Management, LP 3
Clare Market Investments LLC 3
Gwn Securities Inc. 3
Talos Asset Management LP 3
Boxer Capital, LLC 3
OneAscent Family Office, LLC 3
Hollow Brook Wealth Management LLC 3
May Hill Capital, LLC 3
Tandem Investment Partners LLC 3
Optimize Financial Inc 3
Greenlight Capital Inc 3
Spurstone Advisory Services, LLC 3
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF 3
Sphera Management Technology Funds Ltd 3
St. Clair Advisors, LLC 3
Paradoxiom Capital L.P. 3
Mink Brook Asset Management LLC 3
Gallo Partners, LP 3
Navigoe, LLC 3
Challenger Wealth Management 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
TFR Capital, LLC. 3
Chancellor Financial Group WB LP 3
TCW ETF Trust - TCW Corporate Bond ETF 3
Landaas & Co /wi /adv 3
Sawyer & Company, Inc 3
KCS Wealth Advisory 3
McCollum Christoferson Group LLC 3
Brickley Wealth Management 3
Pratt Collard Advisory Partners LLC 3
Kopion Asset Management, LLC 3
Chessman Wealth Strategies Ria 3
Oppenheimer Capital Income Fund 3
Oppenheimer Capital Appreciation Fund 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
Beaton Management Co. Inc. 3
Amussen Hunsaker Associates Llc 3
Algebris (uk) Ltd 3
Oppenheimer International Small-mid Co Fund 3
Cantor Fitzgerald Investment Adviser L.p. 3
Santa Monica Partners Lp 3
Woodbridge CO LTD 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
Vivaldi Capital Management, LLC 3
Northstar Wealth Partners LLC 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 3
Linden Capital L.P. 3
Nuveen Senior Income Fund 3
Nuveen Floating Rate Income Opportunity Fund 3
Nuveen Short Duration Credit Opportunities Fund 3
Lincoln Capital Corp 3