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 147
Morgan Stanley 145
Proequities, Inc. 142
Bank Of America Corp /de/ 141
Wells Fargo & Company/mn 138
Deutsche Bank Ag\ 136
Goldman Sachs Group Inc 135
Citadel Advisors Llc 135
Citigroup Inc 133
Jpmorgan Chase & Co 133
Royal Bank Of Canada 133
Barclays Plc 130
Susquehanna International Group, Llp 128
Millennium Management Llc 128
BlackRock, Inc. 126
Credit Suisse Ag/ 123
Tower Research Capital LLC (TRC) 122
State Street Corp 120
Vanguard Group Inc 119
Geode Capital Management, Llc 118
Fmr Llc 116
Jane Street Group, Llc 112
Bank of New York Mellon Corp 111
Advisor Group Holdings, Inc. 110
Renaissance Technologies Llc 108
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 105
Northern Trust Corp 104
Manufacturers Life Insurance Company, The 104
Ameriprise Financial Inc 103
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 103
Invesco Ltd. 103
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 102
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 102
Pnc Financial Services Group, Inc. 101
Bank Of Montreal /can/ 100
D. E. Shaw & Co., Inc. 100
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 100
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 98
Victory Capital Management Inc 97
Bnp Paribas Arbitrage, Sa 97
Dimensional Fund Advisors Lp 97
New York State Common Retirement Fund 96
Two Sigma Investments, Lp 95
Wolverine Asset Management Llc 95
Verition Fund Management LLC 94
American International Group, Inc. 94
Marshall Wace, Llp 93
Prelude Capital Management, Llc 93
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 93
Price T Rowe Associates Inc /md/ 92
Virtu Financial LLC 92
Creative Planning 92
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 91
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 90
IFP Advisors, Inc 90
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 90
Charles Schwab Investment Management Inc 90
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 89
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 89
Simplex Trading, Llc 89
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 89
SG Americas Securities, LLC 88
Federated Hermes, Inc. 87
Walleye Trading LLC 86
Aqr Capital Management Llc 86
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 86
Cubist Systematic Strategies, LLC 86
California Public Employees Retirement System 85
California State Teachers Retirement System 85
Panagora Asset Management Inc 84
Squarepoint Ops LLC 84
Walleye Capital LLC 84
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 84
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 83
Legal & General Group Plc 83
Alliancebernstein L.p. 82
Rhumbline Advisers 82
Parametric Portfolio Associates Llc 82
Strs Ohio 82
Two Sigma Advisers, Lp 82
Us Bancorp \de\ 82
Captrust Financial Advisors 82
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 81
Wellington Management Group Llp 81
Ameritas Investment Partners, Inc. 81
Nomura Holdings Inc 81
Allianz Asset Management GmbH 81
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 81
Acadian Asset Management Llc 81
Russell Investments Group, Ltd. 81
Nuveen Asset Management, LLC 81
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 80
Northwestern Mutual Wealth Management Co 80
Ladenburg Thalmann Financial Services Inc 79
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
Gsa Capital Partners Llp 79
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 78
Sei Investments Co 78
Hrt Financial Lp 78
Voya Investment Management Llc 78
Jefferies Group LLC 78
Ubs Ag 78
Metropolitan Life Insurance Co/ny 78
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 78
Lazard Asset Management Llc 77
Qube Research & Technologies Ltd 77
Macquarie Group Ltd 77
Schonfeld Strategic Advisors LLC 77
American Century Companies Inc 77
Tudor Investment Corp Et Al 76
Paloma Partners Management Co 76
Envestnet Asset Management Inc 76
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 75
Ubs Asset Management Americas Inc 75
Boothbay Fund Management, Llc 75
Two Sigma Securities, Llc 75
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 74
BlackRock Institutional Trust Company, N.A. 73
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 73
Cutler Group LP 73
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 73
First Trust Advisors Lp 73
PDT Partners, LLC 72
Principal Financial Group Inc 72
MetLife Investment Management, LLC 72
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 72
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 72
Amalgamated Bank 72
Bridgeway Capital Management Inc 72
Wolverine Trading, Llc 72
Man Group plc 71
BlackRock Investment Management, LLC 71
Stifel Financial Corp 71
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 71
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 71
Raymond James & Associates 71
Prudential Financial Inc 70
Zurcher Kantonalbank (Zurich Cantonalbank) 70
State Board Of Administration Of Florida Retirement System 70
ExodusPoint Capital Management, LP 70
Franklin Resources Inc 70
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 69
Magnetar Financial LLC 69
HighTower Advisors, LLC 69
Advisory Services Network, LLC 68
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 68
Advisor Group, Inc. 68
Kcg Holdings, Inc. 68
Quantbot Technologies LP 68
Hsbc Holdings Plc 68
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 68
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 68
Point72 Asset Management, L.P. 68
Comerica Bank 68
ProShare Advisors LLC 67
XTX Topco Ltd 67
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 67
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 67
Highbridge Capital Management Llc 67
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 67
Thrivent Financial For Lutherans 67
Polar Asset Management Partners Inc. 67
Rockefeller Capital Management L.P. 66
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 66
Fifth Third Bancorp 66
Vanguard Index Funds 66
Trexquant Investment LP 66
Cwm, Llc 66
Parallax Volatility Advisers, L.P. 66
Swiss National Bank 65
Dynamic Technology Lab Private Ltd 65
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 65
BlueCrest Capital Management Ltd 65
LPL Financial LLC 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
Nisa Investment Advisors, Llc 65
Neuberger Berman Group LLC 65
Jacobs Levy Equity Management, Inc 64
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 64
Glenmede Trust Co Na 64
Engineers Gate Manager LP 64
Ground Swell Capital, LLC 64
A.R.T. Advisors, LLC 64
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 64
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 64
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 64
Marshall Wace North America L.P. 63
Bessemer Group Inc 63
Steward Partners Investment Advisory, Llc 63
Gabelli Funds Llc 63
O'shaughnessy Asset Management, Llc 63
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 63
Huntington National Bank 63
TCI Wealth Advisors, Inc. 62
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 62
Algert Global Llc 62
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 62
Lord, Abbett & Co. Llc 62
Parallel Advisors, LLC 62
Putnam Investments Llc 62
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 62
Royce & Associates Lp 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 62
Jump Financial, LLC 62
Norges Bank 62
Quadrant Capital Group Llc 62
Signaturefd, Llc 61
Ancora Advisors, LLC 61
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 61
Oxford Asset Management Llp 61
SBI Securities Co., Ltd. 61
Nationwide Fund Advisors 61
IWV - iSHARES TRUST - iShares Russell 3000 ETF 60
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 60
LMR Partners LLP 60
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 60
Connor, Clark & Lunn Investment Management Ltd. 60
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 60
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 60
Teacher Retirement System Of Texas 60
Guggenheim Capital Llc 60
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 60
Calamos Advisors LLC 60
Centiva Capital, LP 60
State Of Wisconsin Investment Board 60
Public Employees Retirement System Of Ohio 60
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 60
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 60
Ergoteles LLC 60
Janus Henderson Group Plc 60
Arrowstreet Capital, Limited Partnership 60
BlackRock Advisors LLC 59
MUFG Americas Holdings Corp 59
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 59
Pacer Advisors, Inc. 59
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 59
Spark Investment Management LLC 58
Weiss Asset Management LP 58
Los Angeles Capital Management Llc 58
Point72 Hong Kong Ltd 58
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 58
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 58
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 58
Raymond James Financial Inc 58
Css Llc/il 58
Meeder Asset Management Inc 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 58
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 57
Allspring Global Investments Holdings, LLC 57
GWM Advisors LLC 57
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 57
Allworth Financial LP 57
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 57
Capstone Investment Advisors, Llc 57
Essex Investment Management Co Llc 57
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 57
Great West Life Assurance Co /can/ 57
Y-Intercept (Hong Kong) Ltd 56
Laurion Capital Management LP 56
Acrospire Investment Management LLC 56
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 56
M&t Bank Corp 56
Axa S.a. 56
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 56
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 56
Private Advisor Group, LLC 56
Thompson Davis & Co., Inc. 56
Covestor Ltd 56
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 56
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 56
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 56
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 55
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 55
Russell Frank Co/ 55
Gotham Asset Management, LLC 55
Sterling Capital Management LLC 55
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 55
Principal Funds Inc 55
Federation des caisses Desjardins du Quebec 55
Arizona State Retirement System 55
Janney Montgomery Scott LLC 55
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 55
EverSource Wealth Advisors, LLC 55
Mirae Asset Global Investments Co., Ltd. 55
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 55
First Horizon Advisors, Inc. 55
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 55
MetLife Securities, Inc 55
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 55
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 55
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 54
Massmutual Trust Co Fsb/adv 54
Gamco Investors, Inc. Et Al 54
Teachers Advisors, Llc 54
Ronald Blue Trust, Inc. 54
Hillsdale Investment Management Inc. 54
Mariner, LLC 54
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 54
Tiaa Cref Investment Management Llc 54
Cnh Partners Llc 54
Raymond James Financial Services Advisors, Inc. 54
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 54
Td Asset Management Inc 54
State of Wyoming 53
D.a. Davidson & Co. 53
Dupont Capital Management Corp 53
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 53
Public Employees Retirement Association Of Colorado 53
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 53
National Asset Management, Inc. 53
NOSGX - Northern Funds - Northern Small Cap Value Fund 53
State of Tennessee, Treasury Department 53
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 53
Alyeska Investment Group, L.P. 53
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 53
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 53
PEAK6 Investments LLC 53
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 53
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 53
Cambridge Investment Research Advisors, Inc. 52
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 52
Blair William & Co/il 52
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 52
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 52
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 52
KBC Group NV 52
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 52
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 52
Alpine Global Management, LLC 52
Dark Forest Capital Management Lp 52
BlackRock Group LTD 52
Commonwealth Equity Services, Llc 52
GAMMA Investing LLC 52
Quadrature Capital Ltd 52
Toronto Dominion Bank 51
Parkside Financial Bank & Trust 51
FNY Investment Advisers, LLC 51
Truist Financial Corp 51
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 51
Assetmark, Inc 51
CIBC Private Wealth Group, LLC 51
Amalgamated Financial Corp. 51
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 51
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 51
Ellevest, Inc. 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
Aperio Group, LLC 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
EAM Investors, LLC 50
Keybank National Association/oh 50
Lindbrook Capital, Llc 50
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 50
Winton Capital Group Ltd 50
Mackenzie Financial Corp 50
Capital Fund Management S.a. 50
Glassman Wealth Services 50
Farther Finance Advisors, LLC 50
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 50
American Portfolios Advisors 50
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 50
Daiwa Securities Group Inc. 50
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 50
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 50
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 50
Coldstream Capital Management Inc 50
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 50
Clearbridge Investments, LLC 50
Public Sector Pension Investment Board 50
Loomis Sayles & Co L P 50
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 50
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 50
Kennedy Capital Management, Inc. 50
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 50
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 49
Schroder Investment Management Group 49
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 49
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 49
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 49
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 49
Clear Street Markets Llc 49
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 49
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 49
Fred Alger Management, Llc 49
Harbour Investments, Inc. 49
Campbell & CO Investment Adviser LLC 49
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 49
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 49
Zacks Investment Management 49
DekaBank Deutsche Girozentrale 48
Globeflex Capital L P 48
PEAK6 Investments, L.P. 48
OMERS ADMINISTRATION Corp 48
Canada Pension Plan Investment Board 48
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 48
Susquehanna Fundamental Investments, Llc 48
Voloridge Investment Management, Llc 48
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 48
Managed Account Advisors Llc 48
ClariVest Asset Management LLC 48
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 48
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 48
New York State Teachers Retirement System 48
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 48
Versant Capital Management, Inc 48
Global Retirement Partners, LLC 48
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 48
Mackay Shields Llc 48
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 48
Nuveen, LLC 48
Alberta Investment Management Corp 48
Stratos Wealth Partners, LTD. 47
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 47
Profund Advisors Llc 47
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 47
State Farm Variable Product Trust 47
Point72 Middle East FZE 47
Palisade Capital Management Llc/nj 47
Aquatic Capital Management LLC 47
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 47
Healthcare Of Ontario Pension Plan Trust Fund 47
Occudo Quantitative Strategies Lp 47
QS Investors, LLC 47
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 47
Emerald Acquisition Ltd. 47
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 47
Numeric Investors Llc 47
State Farm Mutual Fund Trust 47
Hudson Bay Capital Management LP 47
Ubs Oconnor Llc 47
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 47
Sonora Investment Management, LLC 47
Teachers Retirement System Of The State Of Kentucky 47
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 47
Tfs Capital Llc 46
IWC - iSHARES TRUST - iShares Micro-Cap ETF 46
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 46
Rothschild Investment Llc 46
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 46
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 46
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 46
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 46
Adage Capital Partners Gp, L.l.c. 46
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 46
Jones Financial Companies Lllp 46
Jennison Associates Llc 46
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 46
Graham Capital Management, L.P. 46
Assenagon Asset Management S.A. 46
Aigen Investment Management, Lp 46
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 46
Eaton Vance Management 46
First Republic Investment Management, Inc. 46
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 46
Municipal Employees' Retirement System of Michigan 46
Capital Advisors, Ltd. LLC 46
Natixis Advisors, L.p. 46
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 46
NEXT Financial Group, Inc 46
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 45
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 45
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 45
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 45
Penserra Capital Management LLC 45
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 45
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 45
Larson Financial Group LLC 45
Six Circles Trust - Six Circles Global Bond Fund 45
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 45
Piedmont Investment Advisors Llc 45
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 45
AdvisorNet Financial, Inc 45
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 45
Corebridge Financial, Inc. 45
Amundi Pioneer Asset Management Inc 45
Private Trust Co Na 45
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 45
RidgeWorth Capital Management LLC 45
Cresset Asset Management, LLC 45
Cetera Advisor Networks LLC 45
National Bank Of Canada /fi/ 45
Police & Firemen's Retirement System of New Jersey 45
Mutual Of America Capital Management Llc 45
United Services Automobile Association 45
Credit Agricole S A 45
Gemmer Asset Management LLC 44
Intech Investment Management Llc 44
Jefferies Financial Group Inc. 44
Stevens Capital Management Lp 44
Spire Wealth Management 44
Ensign Peak Advisors, Inc 44
PineBridge Investments, L.P. 44
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 44
SRS Capital Advisors, Inc. 44
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 44
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 44
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 44
Bayesian Capital Management, LP 44
Sofos Investments, Inc. 44
Advisors Asset Management, Inc. 44
Stephens Inc /ar/ 44
Oppenheimer & Co Inc 44
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 44
State of New Jersey Common Pension Fund D 44
Driehaus Capital Management Llc 44
Suntrust Banks Inc 44
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 44
Landscape Capital Management, L.l.c. 44
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 44
Sowell Financial Services LLC 44
Texas Permanent School Fund 44
Vanguard World Fund 44
Louisiana State Employees Retirement System 44
True Wealth Design, LLC 44
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 44
Oppenheimer Funds Inc 43
HAP Trading, LLC 43
Ellington Management Group Llc 43
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 43
Spot Trading L.L.C 43
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 43
Profunds - Profund Vp Ultrasmall-cap 43
Amundi 43
Profunds - Profund Vp Small-cap 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 43
Skopos Labs, Inc. 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 43
Natixis 43
Airain ltd 43
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 43
Candriam Luxembourg S.C.A. 43
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 43
Cetera Investment Advisers 43
NSIDX - Northern Funds - Northern Small Cap Index Fund 43
First Hawaiian Bank 43
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 43
Nomura Asset Management Co Ltd 43
Eagle Asset Management Inc 43
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 43
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 43
Nicholas Investment Partners, LP 43
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 43
Benjamin F. Edwards & Company, Inc. 43
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43
Geneos Wealth Management Inc. 43
Point72 (DIFC) Ltd 43
Oregon Public Employees Retirement Fund 43
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 43
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 43
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 43
Hartland & Co., LLC 43
Brown Advisory Inc 42
LS Investment Advisors, LLC 42
Guggenheim Active Allocation Fund 42
Wealthspire Advisors, L.P. 42
Virginia Retirement Systems Et Al 42
Versor Investments LP 42
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 42
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 42
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 42
Maven Securities LTD 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 42
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 42
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 42
IWM - iSHARES TRUST - iShares Russell 2000 ETF 42
Oppenheimer Asset Management Inc. 42
Weiss Multi-Strategy Advisers LLC 42
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 42
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 42
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 42
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 42
Whittier Trust Co 42
Picton Mahoney Asset Management 42
Quantamental Technologies LLC 42
Massachusetts Financial Services Co /ma/ 41
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 41
Pictet Asset Management Ltd 41
Alps Advisors Inc 41
Handelsbanken Fonder AB 41
JustInvest LLC 41
Vident Investment Advisory, LLC 41
Fox Run Management, L.l.c. 41
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 41
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 41
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 41
Cornerstone Capital Management Holdings Llc. 41
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 41
MAI Capital Management 41
State of Alaska, Department of Revenue 41
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 41
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 41
Point72 Asia (Singapore) Pte. Ltd. 41
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 41
Mercer Global Advisors Inc /adv 41
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 41
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 41
Cerity Partners LLC 41
CENTRAL TRUST Co 41
Valeo Financial Advisors, LLC 41
Manchester Capital Management LLC 41
Skandinaviska Enskilda Banken AB (publ) 41
Old Mission Capital Llc 41
Mason Street Advisors, Llc 41
Shell Asset Management Co 41
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 41
Hancock Whitney Corp 41
Nordea Investment Management Ab 41
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 40
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 40
Petrus Trust Company, LTA 40
Belpointe Asset Management LLC 40
AMP Capital Investors Ltd 40
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 40
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 40
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 40
VCSLX - VALIC Co I - Small Cap Index Fund 40
Aviva Plc 40
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 40
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 40
Segall Bryant & Hamill, Llc 40
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 40
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 40
Fuller & Thaler Asset Management, Inc. 40
Private Capital Group, LLC 40
First Manhattan Co 40
Nine Chapters Capital Management LLC 40
Asset Management One Co., Ltd. 40
Caitong International Asset Management Co., Ltd 40
Principal Securities, Inc. 40
PENN SERIES FUNDS INC - Small Cap Index Fund 40
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 40
Quantitative Systematic Strategies LLC 40
Rehmann Capital Advisory Group 40
SLPIX - Profunds - Small-cap Profund Investor Class 40
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 40
Capital Performance Advisors Llp 40
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 40
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 40
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 40
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 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
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 40
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 40
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 39
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 39
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 39
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 39
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 39
Crossmark Global Holdings, Inc. 39
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 39
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 39
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 39
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 39
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 39
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 39
VDAFX - VALIC Co I - Dynamic Allocation Fund 39
Bank Of Nova Scotia 39
Quarry LP 39
CoreCap Advisors, LLC 39
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 39
Brevan Howard Capital Management LP 39
Humankind Benefit Corp - Humankind US Stock ETF 39
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 39
NumerixS Investment Technologies Inc 39
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 39
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 39
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 39
Harel Insurance Investments & Financial Services Ltd. 39
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 39
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 39
IndexIQ Advisors LLC 39
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 39
FORA Capital, LLC 39
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 39
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 39
Capstone Asset Management Co 39
First Quadrant L P/ca 39
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 39
First Mercantile Trust Co 39
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 39
Hutchin Hill Capital, LP 39
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 39
Howe & Rusling Inc 39
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 39
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 38
Caxton Associates Lp 38
FIL Ltd 38
Brinker Capital Investments, LLC 38
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 38
VTL Associates, LLC 38
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 38
Pathstone Family Office, Llc 38
Wealth Enhancement Advisory Services, Llc 38
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 38
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 38
Sawtooth Solutions, LLC 38
Grantham, Mayo, Van Otterloo & Co. LLC 38
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 38
Hantz Financial Services, Inc. 38
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 38
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 38
College Retirement Equities Fund 38
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 38
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 38
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 38
Sherbrooke Park Advisers Llc 38
Van Eck Associates Corp 38
Tfs Capital Investment Trust 38
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 38
CIBC World Markets Inc. 38
FDx Advisors, Inc. 38
Smartleaf Asset Management LLC 38
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 38
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 38
Riverhead Capital Management Llc 38
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 38
Eqis Capital Management, Inc. 38
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 38
United Capital Financial Advisers, Llc 38
Quantinno Capital Management LP 38
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 38
Blueshift Asset Management, LLC 38
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 38
Quest Partners LLC 38
Hbk Investments L P 38
Venturi Wealth Management, LLC 37
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 37
Baird Financial Group, Inc. 37
Kestra Advisory Services, LLC 37
Bell Investment Advisors, Inc 37
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 37
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 37
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 37
Wealthcare Advisory Partners LLC 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 37
Tocqueville Asset Management L.p. 37
Exchange Traded Concepts, Llc 37
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 37
Mirabella Financial Services Llp 37
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 37
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 37
Ameritas Investment Corp 37
Menta Capital Llc 37
Atom Investors LP 37
Employees Retirement System of Texas 37
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 37
Cadence Capital Management Llc 37
Silvercrest Asset Management Group Llc 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 37
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 37
Bailard, Inc. 37
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 37
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 37
Brown Brothers Harriman & Co 37
Cibc World Markets Corp 37
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 37
Bogart Wealth, LLC 37
Atria Investments Llc 37
Paradigm Asset Management Co Llc 37
International Assets Investment Management, Llc 37
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 37
Moore Capital Management, Lp 37
Sanctuary Advisors, LLC 37
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 37
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 37
Seven Eight Capital, Lp 37
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 37
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 37
Weiss Strategic Interval Fund 37
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 37
Hexagon Capital Partners LLC 36
Tarbox Family Office, Inc. 36
Gradient Investments LLC 36
Deere & Co 36
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 36
Klp Kapitalforvaltning As 36
GW&K Investment Management, LLC 36
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 36
Berman Capital Advisors, LLC 36
Regions Financial Corp 36
PENN SERIES FUNDS INC - International Equity Fund 36
Itau Unibanco Holding S.A. 36
Summit Trail Advisors, Llc 36
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 36
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 36
Fortitude Family Office, LLC 36
Concord Wealth Partners 36
Caption Management, LLC 36
Vontobel Holding Ltd. 36
CIBC Asset Management Inc 36
Tcwp Llc 36
Umb Bank N A/mo 36
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 36
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 36
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 36
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 36
Carroll Financial Associates, Inc. 36
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 36
Mml Investors Services, Llc 36
Stone Ridge Asset Management LLC 36
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 36
Twinbeech Capital Lp 36
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 36
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 36
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 36
Element Capital Management Llc 36
1832 Asset Management L.P. 36
Pathstone Holdings, LLC 36
Jfs Wealth Advisors, Llc 36
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 36
Ci Investments Inc. 36
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 36
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 36
Cullen/frost Bankers, Inc. 36
CWM Advisors, LLC 36
TFC Financial Management 35
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 35
Martingale Asset Management L P 35
Rise Advisors, LLC 35
BRYN MAWR TRUST Co 35
Toroso Investments, LLC 35
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 35
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 35
Altshuler Shaham Ltd 35
Synovus Financial Corp 35
TD Waterhouse Canada Inc. 35
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Pictet Asset Management Sa 35
Assured Investment Management LLC 35
Reilly Financial Advisors, Llc 35
Twin Tree Management, LP 35
CI Private Wealth, LLC 35
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 35
Pinnacle Wealth Planning Services, Inc. 35
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 35
Xponance, Inc. 35
Bridgefront Capital, LLC 35
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 35
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 35
Headlands Technologies LLC 35
Tiaa-cref Funds 35
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 35
Teza Capital Management LLC 35
AE Wealth Management LLC 35
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 35
Truvestments Capital Llc 35
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 35
Robeco Institutional Asset Management B.V. 35
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 35
Woodline Partners LP 35
Orion Portfolio Solutions, LLC 35
Cinctive Capital Management LP 35
Prospera Financial Services Inc 35
FourThought Financial, LLC 35
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 35
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 35
Rafferty Asset Management, LLC 35
SOUTH STATE Corp 35
Advanced Series Trust - Ast Small-cap Growth Portfolio 35
Holocene Advisors, LP 34
SJS Investment Consulting Inc. 34
Catalyst Funds Management Pty Ltd 34
Farmers & Merchants Investments Inc 34
Wipfli Financial Advisors Llc, 34
Vestcor Inc 34
Pictet Asset Management Holding SA 34
Mizuho Securities Usa Llc 34
Migdal Insurance & Financial Holdings Ltd. 34
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 34
GAM Holding AG 34
Sculptor Capital LP 34
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 34
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 34
FinTrust Capital Advisors, LLC 34
Rialto Wealth Management, LLC 34
Yousif Capital Management, Llc 34
Creative Financial Designs Inc /adv 34
Banque Cantonale Vaudoise 34
Caas Capital Management Lp 34
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 34
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 34
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 34
Compagnie Lombard Odier SCmA 34
BlackRock Japan Co. Ltd 34
Irish Life Investment Managers Ltd. 34
AHL Partners LLP 34
Stanley-Laman Group, Ltd. 34
Baker Avenue Asset Management, LP 34
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 34
C M Bidwell & Associates Ltd 34
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
Csenge Advisory Group 34
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 34
Vantage Consulting Group Inc 34
Bogle Investment Management L P /de/ 34
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 34
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 34
Elkfork Partners LLC 34
Delpha Capital Management, Llc 34
Legato Capital Management LLC 34
BNP Paribas Asset Management Holding S.A. 34
Artisan Partners Limited Partnership 34
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 34
Standard Life Aberdeen plc 34
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 34
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 34
Fisher Asset Management, LLC 34
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 34
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 34
FineMark National Bank & Trust 34
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 33
Ieq Capital, Llc 33
Vantagepoint Funds 33
Visium Asset Management, LP 33
Deerfield Management Company, L.p. (series C) 33
Brandywine Global Investment Management, LLC 33
Alphacrest Capital Management Llc 33
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 33
Kayne Anderson Rudnick Investment Management Llc 33
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 33
Universal- Beteiligungs- und Servicegesellschaft mbH 33
Proficio Capital Partners LLC 33
Meadow Creek Investment Management LLC 33
Maryland State Retirement & Pension System 33
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 33
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 33
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 33
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 33
Alambic Investment Management, L.P. 33
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 33
Harvest Fund Management Co., Ltd 33
Mason Street Advisors, Llc 33
VCAAX - VALIC Co I - Asset Allocation Fund 33
Pura Vida Investments, Llc 33
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 33
Smithfield Trust Co 33
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 33
Chicago Equity Partners Llc 33
State Of Michigan Retirement System 33
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 33
Disciplined Investments, LLC 33
Bank Julius Baer & Co. Ltd, Zurich 33
Nebula Research & Development LLC 33
QCVAX - Clearwater Investment Trust - Clearwater International Fund 33
Karp Capital Management Corp 33
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 33
Edmond De Rothschild Holding S.a. 33
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 33
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 33
ETRADE Capital Management LLC 33
Catalyst Capital Advisors LLC 32
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 32
Steward Financial Group LLC 32
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 32
Lombard Odier Asset Management (USA) Corp 32
Pitcairn Co 32
Castleark Management Llc 32
Securian Asset Management, Inc 32
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 32
Private Wealth Management Group, LLC 32
Systematic Financial Management Lp 32
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 32
Plante Moran Financial Advisors, LLC 32
WFG Advisors, LP 32
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 32
Jain Global LLC 32
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 32
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 32
Illinois Municipal Retirement Fund 32
Aster Capital Management (DIFC) Ltd 32
Rational Advisors Llc 32
MCF Advisors LLC 32
Old Mutual Customised Solutions (proprietary) Ltd 32
Ameritas Advisory Services, LLC 32
Etf Managers Group, Llc 32
UMA Financial Services, Inc. 32
Sciencast Management LP 32
Moors & Cabot, Inc. 32
Royce Value Trust Inc 32
Newbridge Financial Services Group, Inc. 32
Innealta Capital, Llc 32
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 32
Quantitative Investment Management, LLC 32
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 32
Prudential Plc 32
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 32
Harbor Investment Advisory, Llc 32
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 32
North Star Investment Management Corp. 32
Sumitomo Mitsui Trust Holdings, Inc. 32
New York Life Investment Management Llc 32
Advisory Research Inc 32
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 32
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 32
Atria Wealth Solutions, Inc. 32
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 32
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 32
Focused Wealth Management, Inc 32
Retirement Systems of Alabama 32
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 32
Cetera Advisors LLC 32
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 32
First Citizens Bank & Trust Co 32
Diametric Capital, LP 31
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 31
Convergence Investment Partners, LLC 31
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 31
Lombard Odier Asset Management (Switzerland) SA 31
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 31
New Mexico Educational Retirement Board 31
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 31
Great Lakes Advisors, Llc 31
Caisse De Depot Et Placement Du Quebec 31
Td Private Client Wealth Llc 31
Everence Capital Management Inc 31
Highland Capital Management Fund Advisors, L.p. 31
Vident Advisory, LLC 31
Flagship Harbor Advisors, Llc 31
Axq Capital, Lp 31
Inceptionr Llc 31
Navellier & Associates Inc 31
Evoke Wealth, Llc 31
Avion Wealth 31
Veriti Management LLC 31
Cornerstone Planning Group LLC 31
Ontario Teachers Pension Plan Board 31
Schubert & Co 31
Crewe Advisors LLC 31
Trustcore Financial Services, Llc 31
Princeton Alpha Management LP 31
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 31
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 31
Shelton Capital Management 31
Asset Dedication, LLC 31
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 31
Seacrest Wealth Management, Llc 31
USA Financial Portformulas Corp 31
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 31
MASTER BOND LLC - Master Total Return Portfolio 31
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 31
Prestige Wealth Management Group LLC 31
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 31
Westwood Holdings Group Inc 31
Maverick Capital Ltd 31
Sandy Spring Bank 31
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 31
Enterprise Financial Services Corp 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
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 31
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 31
Guardian Wealth Advisors, LLC 31
Avantax Advisory Services, Inc. 31
Snowden Capital Advisors LLC 31
Meridian Wealth Partners, LLC 31
NewSquare Capital LLC 31
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 31
Tompkins Financial Corp 31
Ethic Inc. 31
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 31
Contravisory Investment Management, Inc. 31
CenterStar Fund, LLC 31
Twin Peaks Wealth Advisors, LLC 31
Patriot Financial Group Insurance Agency, LLC 31
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 31
EntryPoint Capital, LLC 31
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 31
Rydex Etf Trust 31
Commerce Bank 31
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 31
Empowered Funds, LLC 31
We Are One Seven, LLC 31
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 30
Perceptive Advisors Llc 30
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 30
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 30
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 30
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 30
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 30
Bokf, Na 30
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 30
Kornitzer Capital Management Inc /ks 30
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 30
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 30
WealthTrak Capital Management LLC 30
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 30
Gts Securities Llc 30
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 30
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 30
Johnson Financial Group, Inc. 30
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 30
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 30
Fieldpoint Private Securities, LLC 30
DAACX - Adviser Managed Trust - Diversified Equity Fund 30
Financial Gravity Companies, Inc. 30
TENOR CAPITAL MANAGEMENT Co., L.P. 30
Brookfield Asset Management Inc. 30
Smith Asset Management Group Lp 30
Campbell Multi-strategy Trust 30
Scientech Research LLC 30
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 30
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 30
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 30
Baillie Gifford & Co 30
Balentine LLC 30
Money Concepts Capital Corp 30
Duality Advisers, Lp 30
GHP Investment Advisors, Inc. 30
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 30
Trust Co Of Vermont 30
Jacobi Capital Management LLC 30
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 30
Clinton Group Inc 30
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 30
GeoWealth Management, LLC 30
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 30
Ashton Thomas Private Wealth, LLC 30
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 30
Shepherd Kaplan Krochuk, Llc 30
GPS Wealth Strategies Group, LLC 30
Winslow, Evans & Crocker, Inc. 30
GV Financial Advisors 30
Hemington Wealth Management 30
Ing Groep Nv 30
Advent Capital Management /de/ 30
Whitebox Advisors Llc 30
WPG Advisers, LLC 30
Sutton Wealth Advisors Inc. 30
Sei Trust Co 30
Cordant, Inc. 30
Hm Payson & Co 30
NN Investment Partners Holdings N.V. 30
Select Equity Group, L.P. 30
Global Financial Private Client, LLC 29
Thompson Siegel & Walmsley Llc 29
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
Claymore Exchange-traded Fund Trust 29
King Luther Capital Management Corp 29
Alpha DNA Investment Management LLC 29
Stephens Consulting, LLC 29
Swedbank AB 29
Whittier Trust Co Of Nevada Inc 29
Hanseatic Management Services Inc 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
Macroview Investment Management Llc 29
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 29
Erste Asset Management GmbH 29
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 29
World Asset Management Inc 29
Cornerstone Advisors, Inc. 29
Azzad Asset Management Inc /adv 29
Pinz Capital Management, LP 29
Eagle Bay Advisors LLC 29
Earnest Partners Llc 29
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 29
Lsv Asset Management 29
Cigna Investments Inc /new 29
Invictus RG 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
Salem Investment Counselors Inc 29
Coppell Advisory Solutions LLC 29
Northern Trust Co Of Connecticut 29
Wedbush Securities Inc 29
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 29
Sunbelt Securities, Inc. 29
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 29
Boston Private Wealth Llc 29
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 29
Townsquare Capital Llc 29
Veritable, L.P. 29
Utah Retirement Systems 29
Capital World Investors 29
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 29
Boston Partners 29
FNY Managed Accounts LLC 29
Bartlett & Co. Wealth Management Llc 29
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 29
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 29
IHT Wealth Management, LLC 29
Valley National Advisers Inc 29
Profunds - Profund Vp Oil & Gas 29
NOBOX - Northern Funds - Northern Bond Index Fund 29
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 29
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 29
Granahan Investment Management Inc/ma 29
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 29
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 29
William Blair Investment Management, Llc 29
Archer Investment Corp 29
Hughes Financial Services, LLC 29
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 29
Entropy Technologies, LP 29
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 29
Continuum Advisory, LLC 29
Raleigh Capital Management Inc. 29
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 29
GABELLI & Co INVESTMENT ADVISERS, INC. 29
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 29
Vestmark Advisory Solutions, Inc. 29
Sequoia Financial Advisors, LLC 29
Bay Harbor Wealth Management, LLC 29
Cipher Capital LP 29
Activest Wealth Management 29
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 29
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 29
IWB - iSHARES TRUST - iShares Russell 1000 ETF 29
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 29
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 29
Mather Group, Llc. 29
First Personal Financial Services 29
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 29
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 29
SECOR Capital Advisors, LP 29
RMB Capital Management, LLC 28
Mckinley Capital Management Llc /delaware 28
Cassady Schiller Wealth Management, LLC 28
Treasurer of the State of North Carolina 28
Optimum Investment Advisors 28
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 28
Agf Investments Inc. 28
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 28
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 28
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 28
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 28
Advanced Series Trust - Ast Advanced Strategies Portfolio 28
Quent Capital, LLC 28
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 28
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 28
APG Asset Management N.V. 28
JNBA Financial Advisors 28
Edgestream Partners, L.P. 28
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 28
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 28
Wolff Wiese Magana Llc 28
Lombard Odier Asset Management (Europe) Ltd 28
Mount Yale Investment Advisors, LLC 28
Mv Capital Management, Inc. 28
T. Rowe Price Investment Management, Inc. 28
Cornercap Investment Counsel Inc 28
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 28
Park Avenue Securities Llc 28
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 28
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 28
Westpac Banking Corp 28
Merit Financial Group, LLC 28
Park Place Capital Corp 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
Diversified Trust Co 28
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 28
Koshinski Asset Management, Inc. 28
Yorktown Management & Research Co Inc 28
STXG - EA Series Trust - Strive 1000 Growth ETF 28
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 28
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 28
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 28
ORG Partners LLC 28
SAC Capital Advisors LP 28
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 28
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 28
Ssi Investment Management Llc 28
CAPROCK Group, Inc. 28
Jane Street Holding, LLC 28
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 28
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 28
Anchor Investment Management, LLC 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
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
Oppenheimer Etf Trust 28
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 28
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 28
DiNuzzo Private Wealth, Inc. 28
Cookson Peirce & Co Inc 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
Colony Group, LLC 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 28
Rice Hall James & Associates, Llc 28
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 28
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 28
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 28
Emerald Advisers, Llc 28
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 28
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 28
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 28
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
Hartford Mutual Funds Inc/ct 28
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 28
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 28
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 28
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 28
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 28
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 28
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 28
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 28
Brighton Jones Llc 28
Glen Harbor Capital Management LLC 28
Calvert Investment Management, Inc. 28
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 28
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 28
Financial Management Professionals, Inc. 28
Tortoise Investment Management, LLC 28
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 28
Hartford Investment Management Co 27
Impax Asset Management Group plc 27
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 27
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 27
Alpha Paradigm Partners, LLC 27
Envestnet Portfolio Solutions, Inc. 27
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 27
Resources Investment Advisors, LLC. 27
Cambridge Trust Co 27
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 27
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 27
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 27
Pearl River Capital, LLC 27
Westfield Capital Management Co Lp 27
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 27
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 27
Pendal Group Ltd 27
Riverview Trust Co 27
Dorsey Wright & Associates 27
SpiderRock Trading LLC 27
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 27
Bridgewater Associates, LP 27
WealthPLAN Partners, LLC 27
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 27
Jaffetilchin Investment Partners, LLC 27
Congress Wealth Management LLC / DE / 27
Northwestern Mutual Investment Management Company, Llc 27
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 27
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 27
Neo Ivy Capital Management 27
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 27
Baystate Wealth Management LLC 27
South Dakota Investment Council 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 27
Lenox Wealth Advisors, LLC 27
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 27
Citizens Financial Group Inc/ri 27
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 27
Glazer Capital, Llc 27
Toth Financial Advisory Corp 27
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 27
Avantax Planning Partners, Inc. 27
Royce Micro-cap Trust, Inc /md/ 27
EBI - RBB Fund Trust - Longview Advantage ETF 27
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 27
Commonwealth Equity Services, Inc 27
Bare Financial Services, Inc 27
Mitsubishi UFJ Trust & Banking Corp 27
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 27
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 27
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 27
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 27
Claris Advisors, Llc / Mo / 27
Abound Wealth Management 27
Ashton Thomas Securities, Llc 27
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 27
Nbc Securities, Inc. 27
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 27
Glenmede Investment Management, LP 27
CVA Family Office, LLC 27
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 27
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 27
DnB Asset Management AS 27
Echo Street Capital Management LLC 27
Teton Advisors, Inc. 27
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 27
Savant Capital, LLC 27
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 27
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 27
HFM Investment Advisors, LLC 27
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 27
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 27
General Motors Investment Management Corp 27
Colonial Trust Co / SC 27
Lee Financial Co 27
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 27
Atlas Capital Advisors Llc 27
Parkworth Wealth Management, Inc. 27
Penn Capital Management Co Inc 27
Brinker Capital Inc 27
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 27
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 27
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 27
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 27
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 27
Baldwin Brothers Inc/ma 27
Jupiter Asset Management Ltd 27
Raymond James Trust N.a. 27
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 27
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 27
Capital Analysts, Inc. 26
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 26
Horizon Investments, LLC 26
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 26
Old National Bancorp /in/ 26
Fortitude Advisory Group L.L.C. 26
Private Wealth Asset Management, LLC 26
Moody National Bank Trust Division 26
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 26
Brewin Dolphin Ltd 26
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 26
Davidson Kempner Capital Management Lp 26
Regent Peak Wealth Advisors LLC 26
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 26
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 26
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 26
Sachetta, LLC 26
Golden State Wealth Management, LLC 26
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 26
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 26
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 26
Sanctuary Wealth Advisors, LLC 26
SG3 Management, LLC 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
Oak Thistle LLC 26
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 26
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 26
Northwest & Ethical Investments L.P. 26
Robeco Schweiz AG 26
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 26
Bryn Mawr Capital Management Inc 26
Rsm Us Wealth Management Llc 26
Venture Visionary Partners LLC 26
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 26
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 26
Chartwell Investment Partners, Llc 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
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 26
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 26
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
Xact Kapitalforvaltning AB 26
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 26
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 26
VCGAX - VALIC Co I - Growth & Income Fund 26
Needham Investment Management Llc 26
Stonebridge Capital Advisors LLC 26
Nvwm, Llc 26
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 26
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 26
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 26
Wiley Bros.-aintree Capital, Llc 26
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 26
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 26
BerganKDV Wealth Management, LLC 26
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 26
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 26
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 26
Symphony Asset Management Llc 26
Financial Architects, Inc 26
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 26
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 26
AGF Investments LLC 26
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 26
Wealthfront Advisers Llc 26
Polar Capital LLP 26
Summit Global Investments 26
MUFG Securities EMEA plc 26
Bartlett & Co. LLC 26
Meiji Yasuda Asset Management Co Ltd. 26
Zions Bancorporation, N.A. 26
Accurate Wealth Management, LLC 26
Checchi Capital Advisers, LLC 26
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 26
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 26
R Squared Ltd 26
Freestone Capital Holdings, LLC 26
Callan Family Office, LLC 26
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 26
Principia Wealth Advisory, LLC 26
Optiver Holding B.V. 26
Institutional & Family Asset Management, Llc 26
Cowen And Company, Llc 26
Kore Private Wealth LLC 26
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 26
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 26
Allstate Corp 26
Advisors Preferred, LLC 26
MML Series Investment Fund II - MML Equity Rotation Fund Class II 26
River & Mercantile Asset Management Llp 26
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 26
nVerses Capital, LLC 26
Waddell & Reed Financial Inc 26
Peak6 Llc 26
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 26
Covington Capital Management 26
First Horizon Corp 26
Lecap Asset Management Ltd 26
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 26
Numerai GP LLC 26
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 26
Carolinas Wealth Consulting Llc 26
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 26
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 26
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 26
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 26
Liberty Wealth Management Llc 26
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 26
Ropes Wealth Advisors Llc 26
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 26
Riggs Asset Managment Co. Inc. 26
Bruce G. Allen Investments, LLC 26
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 25
Calamos Wealth Management LLC 25
EP Wealth Advisors, Inc. 25
Brookstone Capital Management 25
Bamco Inc /ny/ 25
Annis Gardner Whiting Capital Advisors, LLC 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 25
Ardsley Advisory Partners Lp 25
URTH - iShares, Inc. - iShares MSCI World ETF 25
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 25
Cape Investment Advisory, Inc. 25
Chevy Chase Trust Holdings, Inc. 25
Keebeck Alpha, LP 25
Placemark Investments, Inc. 25
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 25
Ostrum Asset Management 25
Perigon Wealth Management, LLC 25
Arkadios Wealth Advisors 25
DAVENPORT & Co LLC 25
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 25
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 25
Winton Diversified Opportunities Fund 25
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 25
Barings Llc 25
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 25
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 25
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 25
Eaton Vance Ltd Duration Income Fund 25
Chicago Partners Investment Group LLC 25
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 25
Simon Quick Advisors, Llc 25
SG Capital Management LLC 25
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 25
Frontier Capital Management Co Llc 25
Tokio Marine Asset Management Co Ltd 25
Sit Investment Associates Inc 25
Centaurus Financial, Inc. 25
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 25
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 25
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 25
Levin Capital Strategies, L.p. 25
James Investment Research Inc 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 25
NSGRX - Northern Funds - Northern Small Cap Core Fund 25
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 25
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 25
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 25
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 25
Advisor Resource Council 25
Cromwell Holdings LLC 25
MQS Management LLC 25
Nissay Asset Management Corp /japan/ /adv 25
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 25
Liberty Mutual Group Asset Management Inc. 25
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 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
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 25
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 25
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 25
BFOR - ALPS ETF Trust - Barron's 400 ETF 25
Kestra Private Wealth Services, Llc 25
USS Investment Management Ltd 25
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 25
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 25
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 25
CX Institutional 25
Parametrica Management Ltd 25
Vanguard Horizon Funds 25
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 25
Concentric Capital Strategies, LP 25
Harbor Capital Advisors, Inc. 25
Lido Advisors, LLC 25
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 25
Sandler Capital Management 25
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 25
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 25
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 25
Gabelli Equity Trust Inc 25
Natixis Investment Managers International 25
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 25
M&g Investment Management Ltd 25
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 25
Andra AP-fonden 25
Phoenix Holdings Ltd. 25
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 25
BBVA USA Bancshares, Inc. 25
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 25
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 25
Sargent Bickham Lagudis LLC 25
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 25
Carlson Capital L P 25
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 25
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 25
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 25
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 25
Soros Fund Management Llc 25
Monashee Investment Management LLC 25
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 25
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 25
Tsfg, Llc 24
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 24
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 24
Banco Bilbao Vizcaya Argentaria, S.a. 24
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 24
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 24
Glen Eagle Advisors, LLC 24
Rakuten Securities, Inc. 24
Commonwealth Bank Of Australia 24
Primecap Management Co/ca/ 24
SYSTM Wealth Solutions LLC 24
Royal London Asset Management Ltd 24
Albion Financial Group /ut 24
IBM Retirement Fund 24
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 24
WASHINGTON TRUST Co 24
Ajo, Lp 24
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 24
Interchange Capital Partners, LLC 24
Bradley Foster & Sargent Inc/ct 24
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 24
Motco 24
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 24
BI Asset Management Fondsmaeglerselskab A/S 24
Sentry Investment Management Llc 24
Wealthcare Capital Management Llc 24
Key FInancial Inc 24
Quaker Wealth Management, LLC 24
Moneta Group Investment Advisors Llc 24
Greenleaf Trust 24
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 24
Zeke Capital Advisors, Llc 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
Columbus Circle Investors 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
Evergreen Capital Management Llc 24
Emerald Mutual Fund Advisers Trust 24
Independent Portfolio Consultants, Inc. 24
Kilter Group LLC 24
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 24
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 24
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 24
Wexford Capital Lp 24
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 24
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 24
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 24
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 24
Sageworth Trust Co 24
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 24
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 24
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 24
J. Goldman & Co LP 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 24
Tredje AP-fonden 24
Artemis Investment Management LLP 24
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 24
PENN SERIES FUNDS INC - Flexibly Managed Fund 24
Transce3nd, LLC 24
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 24
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 24
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 24
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 24
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 24
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 24
Grove Bank & Trust 24
Boston Trust Walden Corp 24
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 24
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 24
Private Ocean, LLC 24
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 24
Water Island Capital Llc 24
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 24
Turner Investments, L.p. 24
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 24
Tcw Group Inc 24
Absolute Return Capital, LLC 24
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 24
EAM Global Investors LLC 24
Associated Banc-corp 24
Sound Income Strategies, LLC 24
Capula Management Ltd 24
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 24
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 24
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 24
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 24
Cable Hill Partners, LLC 24
Kepos Capital LP 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 24
JJJ Advisors Inc. 24
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 24
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 24
Flinton Capital Management LLC 24
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 24
Forum Funds 24
Kestra Investment Management, LLC 23
Advisor Partners Ii, Llc 23
Quest Capital Management Inc /adv 23
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 23
Weld Capital Management Llc 23
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 23
Janney Capital Management LLC 23
Colony Group Llc 23
Oberweis Asset Management Inc/ 23
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 23
Forum Financial Management, LP 23
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 23
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 23
BNP Paribas Investment Partners S.A. 23
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 23
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 23
American Capital Advisory, LLC 23
Independent Advisor Alliance 23
Scotia Capital Inc. 23
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 23
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 23
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 23
Fiera Capital Corp 23
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 23
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 23
SkyView Investment Advisors, LLC 23
Congress Asset Management Co /ma 23
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 23
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 23
Front Row Advisors LLC 23
Cary Street Partner Investment Advisory Llc 23
Integrated Wealth Management 23
Commerzbank Aktiengesellschaft /fi 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 23
UniSuper Management Pty Ltd 23
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 23
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 23
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
Pinnacle Associates Ltd 23
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 23
Colonial Trust Advisors 23
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 23
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 23
Childress Capital Advisors, Llc 23
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 23
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 23
Clear Harbor Asset Management, LLC 23
Societe Generale 23
Sierra Ocean, Llc 23
Polar Capital Holdings Plc 23
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 23
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 23
Vanguard Explorer Fund 23
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 23
Korea Investment CORP 23
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 23
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 23
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 23
Capital Research Global Investors 23
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 23
CSat Investment Advisory, L.P. 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 23
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 23
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 23
ArrowMark Colorado Holdings LLC 23
San Francisco Sentry Investment Group (ca) 23
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 23
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 23
Bollard Group LLC 23
Elo Mutual Pension Insurance Co 23
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 23
CLARET ASSET MANAGEMENT Corp 23
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 23
Montag A & Associates Inc 23
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 23
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 23
Princeton Global Asset Management LLC 23
Tradition Wealth Management, LLC 23
Index Management Solutions, LLC 23
Thb Asset Management 23
Ledyard National Bank 23
Dana Investment Advisors, Inc. 23
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 23
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 23
Whipplewood Advisors, LLC 23
Calamos Strategic Total Return Fund 23
Belvedere Trading LLC 23
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 23
Warren Averett Asset Management, LLC 23
Washington Trust Bank 23
Pallas Capital Advisors LLC 23
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 23
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 23
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 23
Old Mutual Global Investors (UK) Ltd. 23
Lighthouse Investment Partners, LLC 23
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 23
Intrinsic Edge Capital Management LLC 23
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 23
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 23
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 23
Machina Capital S.a.s. 23
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 23
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 23
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 23
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 23
Advisor Partners Llc 23
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 23
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 23
Corton Capital Inc. 23
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 23
Ossiam 23
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 23
Foundry Partners, LLC 23
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 22
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 22
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 22
GLG Partners LP 22
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 22
Washington Trust Advisors, Inc. 22
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 22
Vigilant Capital Management, LLC 22
Tiverton Asset Management Llc 22
FundVantage Trust - Verplanck Balanced Fund 22
STXV - EA Series Trust - Strive 1000 Value ETF 22
TRUE Private Wealth Advisors 22
Elequin Capital Lp 22
Harvest Management Llc 22
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 22
Blackrock Ltd Duration Income Trust 22
Calamos Global Dynamic Income Fund 22
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 22
Hudock, Inc. 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
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 22
Basso Capital Management, L.p. 22
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 22
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 22
White Pine Capital Llc 22
RBB FUND, INC. - Adara Smaller Companies Fund 22
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 22
Paces Ferry Wealth Advisors, Llc 22
Mycio Wealth Partners, Llc 22
Spring Creek Capital Llc 22
Timber Hill LLC 22
First Allied Advisory Services, Inc. 22
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 22
Ballentine Partners, LLC 22
Banco Santander, S.A. 22
Gupta Wealth Management LLC 22
Forsta Ap-fonden 22
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 22
Sumitomo Mitsui DS Asset Management Company, Ltd 22
MARSHALL WACE ASIA Ltd 22
Advanced Series Trust - Ast Mid-cap Growth Portfolio 22
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 22
Integrated Wealth Concepts LLC 22
Benjamin Edwards Inc 22
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 22
Axxcess Wealth Management, Llc 22
Coastal Investment Advisors, Inc. 22
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 22
Davy Global Fund Management Ltd 22
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 22
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 22
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 22
Change Path, LLC 22
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 22
Orbimed Advisors Llc 22
Perkins Coie Trust Co 22
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 22
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 22
Symmetry Partners, LLC 22
Opal Wealth Advisors, LLC 22
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 22
Enlightenment Research, LLC 22
Beacon Pointe Advisors, LLC 22
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 22
Tyers Asset Management LLC 22
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 22
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 22
Evercore Wealth Management, LLC 22
Koch Industries Inc 22
Rockefeller Financial Services Inc 22
Harvest Group Wealth Management, Llc 22
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 22
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 22
Financial Advocates Investment Management 22
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 22
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 22
Allianzgi Diversified Income & Convertible Fund 22
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 22
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 22
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 22
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 22
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 22
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 22
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 22
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 22
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 22
Northwest Investment Counselors, Llc 22
EverPoint Asset Management, LLC 22
VCULX - VALIC Co I - Growth Fund 22
Dai-Ichi Life Insurance Company, Ltd 22
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 22
Total Clarity Wealth Management, Inc. 22
Worldquant Millennium Advisors Llc 22
West Paces Advisors Inc. 22
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 22
ARK Investment Management LLC 22
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 22
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 22
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 22
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 22
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 22
Comerica Securities,inc. 22
Exane Derivatives 22
Janus Capital Management Llc 22
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 22
Clean Yield Group 22
Centerpoint Advisors, LLC 21
Romano Brothers And Company 21
Shapiro Robert N 21
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 21
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 21
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 21
Boston Advisors Llc 21
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 21
Aristeia Capital Llc 21
Capital International Investors 21
Brasada Capital Management, Lp 21
Virtus Investment Advisers, Inc. 21
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 21
Lake Street Advisors Group, Llc 21
National Pension Service 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 21
ISAM Funds (UK) Ltd 21
LGT Financial Advisors LLC 21
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 21
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 21
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 21
American National Bank 21
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 21
Tucker Asset Management Llc 21
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 21
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 21
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 21
John Hancock Funds II - Health Sciences Fund Class NAV 21
J.w. Cole Advisors, Inc. 21
Marquette Asset Management, LLC 21
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 21
Resona Asset Management Co.,Ltd. 21
Parkwood LLC 21
Vanguard Whitehall Funds 21
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 21
NewEdge Wealth, LLC 21
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 21
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 21
Gideon Capital Advisors, Inc. 21
Rtw Investments, Lp 21
Fjarde Ap-fonden /fourth Swedish National Pension Fund 21
Bluefin Capital Management, Llc 21
Agf Management Ltd 21
Tradewinds Capital Management, LLC 21
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 21
National Planning Corp 21
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 21
Argent Capital Management Llc 21
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 21
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 21
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 21
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 21
Duncker Streett & Co Inc 21
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 21
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 21
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 21
Inspire Advisors, LLC 21
Empirical Finance, LLC 21
Icon Advisers Inc/co 21
Periscope Capital Inc. 21
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 21
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 21
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 21
HighMark Wealth Management LLC 21
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 21
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 21
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 21
Tfo-tdc, Llc 21
Freestone Grove Partners LP 21
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 21
Prescott Group Capital Management, L.l.c. 21
Procyon Private Wealth Partners, LLC 21
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 21
Capital Bank & Trust Co 21
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 21
First Capital Advisors Group, LLC. 21
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 21
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 21
Chilton Capital Management Llc 21
Shaolin Capital Management LLC 21
Standard Family Office LLC 21
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 21
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 21
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 21
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 21
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 21
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 21
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 21
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 21
Kelly Financial Services LLC 21
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 21
Regal Investment Advisors LLC 21
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
Capital Asset Advisory Services LLC 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
Ativo Capital Management LLC 21
Gyon Technologies Capital Management, LP 21
Confluence Wealth Services, Inc. 21
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 21
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 21
Crestline Management, LP 21
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 21
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 21
B. Metzler seel. Sohn & Co. AG 21
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 21
Thurston, Springer, Miller, Herd & Titak, Inc. 21
Logan Capital Management Inc 21
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 21
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 21
HB Wealth Management, LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 21
Wealthfront Inc 21
Teton Westwood Funds 21
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 21
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
Byrne Asset Management LLC 21
Apollon Wealth Management, LLC 21
Buckingham Strategic Wealth, Llc 21
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 21
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 21
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 21
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 21
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 21
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 21
Oliver Lagore Vanvalin Investment Group 21
Gulf International Bank (UK) Ltd 21
Strengthening Families & Communities, LLC 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 21
B. Metzler seel. Sohn & Co. Holding AG 21
Epoch Investment Partners, Inc. 21
AIA Group Ltd 21
Beacon Capital Management, LLC 21
Baader Bank INC 21
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 21
Kistler-Tiffany Companies, LLC 21
Wedge Capital Management L L P/nc 21
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 21
Redpoint Investment Management Pty Ltd 21
SOA Wealth Advisors, LLC. 21
Hussman Strategic Advisors, Inc. 21
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 21
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 21
Cortina Asset Management, LLC 21
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 21
Kovitz Investment Group Partners, LLC 21
Castle Creek Arbitrage, LLC 21
West Oak Capital, LLC 21
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 21
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 21
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 21
Punch & Associates Investment Management, Inc. 21
Banque Transatlantique SA 21
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 21
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
Aaron Wealth Advisors LLC 20
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 20
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 20
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 20
Yakira Capital Management, Inc. 20
Highland Capital Management, Llc 20
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 20
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 20
Telemetry Investments, L.L.C. 20
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 20
Wbi Investments, Inc. 20
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 20
Nuveen Core Equity Alpha Fund 20
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 20
YHB Investment Advisors, Inc. 20
Adviser Investments LLC 20
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 20
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 20
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 20
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 20
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 20
Achmea Investment Management B.V. 20
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 20
Scout Investments, Inc. 20
WR Wealth Planners, LLC 20
Linden Advisors Lp 20
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 20
Laffer Investments 20
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 20
FNY Partners Fund LP 20
LRI Investments, LLC 20
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 20
Regentatlantic Capital Llc 20
Glg Llc 20
Wesbanco Bank Inc 20
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 20
Kapitalo Investimentos Ltda 20
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 20
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 20
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 20
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 20
E. Ohman J:or Asset Management AB 20
PGGM Investments 20
Denver Investment Advisors Llc 20
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 20
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 20
Guggenheim Strategic Opportunities Fund 20
Perpetual Ltd 20
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 20
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 20
Man Investments Ltd 20
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 20
Qrg Capital Management, Inc. 20
AlphaMark Advisors, LLC 20
Syon Capital Llc 20
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 20
Barrett Asset Management, LLC 20
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 20
Caldwell Securities, Inc 20
Dunhill Financial, LLC 20
IMA Wealth, Inc. 20
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 20
Atlantic Trust, LLC 20
Railway Pension Investments Ltd 20
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 20
La Banque Postale Asset Management SA 20
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 20
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 20
Oakbrook Investments Llc 20
CenterStar Asset Management, LLC 20
Sigma Planning Corp 20
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 20
Meeder Advisory Services, Inc. 20
Investors Research Corp 20
Ritholtz Wealth Management 20
People's United Financial, Inc. 20
Oversea-Chinese Banking CORP Ltd 20
Dubuque Bank & Trust Co 20
Qsemble Capital Management, LP 20
Bleakley Financial Group, LLC 20
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 20
Lincoln National Corp 20
Gardner Lewis Asset Management L P 20
Westside Investment Management, Inc. 20
Welch & Forbes Llc 20
One Wealth Advisors, LLC 20
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 20
Virtue Capital Management, LLC 20
Pier Capital, LLC 20
STRV - EA Series Trust - Strive 500 ETF 20
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 20
Fieldview Capital Management, LLC 20
Sectoral Asset Management Inc 20
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 20
IFM Investors Pty Ltd 20
Denali Advisors Llc 20
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 20
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 20
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 20
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 20
Tlp Group Llc 20
Signet Financial Management, Llc 20
Psagot Value Holdings Ltd. / (Israel) 20
Cribstone Capital Management, LLC 20
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 20
Alera Investment Advisors, LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 20
Mbb Public Markets I Llc 20
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 20
CBIZ Investment Advisory Services, LLC 20
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 20
Qtron Investments LLC 20
NorthCrest Asset Manangement, LLC 20
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 20
Kentucky Retirement Systems 20
Column Capital Advisors, LLC 20
IMC-Chicago, LLC 20
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 20
Amplius Wealth Advisors, LLC 20
Meritage Portfolio Management 20
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 20
Donoghue Forlines LLC 20
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 20
Banque Pictet & Cie Sa 20
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 20
Rakuten Investment Management, Inc. 20
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 20
Rothschild Asset Management Inc 20
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 20
Burney Co/ 20
Symphony Financial, Ltd. 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
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 20
Barrow Hanley Mewhinney & Strauss Llc 20
Kb Financial Partners, Llc 20
TimesSquare Capital Management, LLC 20
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 20
AIEQ - ETF Managers Trust - AI Powered Equity ETF 20
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 20
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 20
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 20
Capitolis Advisors LLC 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
Hanson & Doremus Investment Management 20
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 20
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 20
Amerivest Investment Management LLC 20
Mn Services Vermogensbeheer B.V. 20
Ionic Capital Management LLC 20
K2 Principal Fund, L.p. 20
Bb&t Securities, Llc 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
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 20
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 20
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 20
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 20
Liontrust Investment Partners LLP 20
Longfellow Investment Management Co Llc 20
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 19
Core Alternative Capital 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 19
Prime Capital Investment Advisors, LLC 19
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 19
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 19
Castleview Partners, Llc 19
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 19
Dorsey & Whitney Trust CO LLC 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 19
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 19
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 19
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 19
Allianzgi Equity & Convertible Income Fund 19
Gilder Gagnon Howe & Co Llc 19
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 19
Heritage Wealth Advisors 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 19
Cowen Group, Inc. 19
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 19
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 19
St Germain D J Co Inc 19
Equitec Specialists, Llc 19
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 19
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 19
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
Wetzel Investment Advisors, Inc. 19
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 19
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 19
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 19
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 19
Ibex Investors LLC 19
First Interstate Bank 19
ASR Vermogensbeheer N.V. 19
Golden State Equity Partners 19
Householder Group Estate & Retirement Specialist, LLC 19
Family Firm, Inc. 19
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 19
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 19
Susquehanna Portfolio Strategies, LLC 19
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 19
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 19
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 19
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 19
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 19
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 19
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 19
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 19
Kentucky Retirement Systems Insurance Trust Fund 19
Oaktree Capital Management Lp 19
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 19
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 19
Seeyond 19
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 19
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 19
Spdr S&p 500 Etf Trust 19
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 19
Fort, L.p. 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
Dogwood Wealth Management LLC 19
Metis Global Partners, LLC 19
China Universal Asset Management Co., Ltd. 19
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 19
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 19
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 19
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 19
Invictus RG Pte. Ltd. 19
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 19
Buckingham Strategic Partners 19
Amplify ETF Trust - Amplify AI Powered Equity ETF 19
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 19
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 19
Blackrock Debt Strategies Fund, Inc. 19
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 19
Wilbanks Smith & Thomas Asset Management Llc 19
Bellevue Asset Management, Llc 19
Next Financial Holdings 19
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 19
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 19
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 19
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 19
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 19
Desjardins Global Asset Management Inc. 19
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 19
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 19
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 19
HighPoint Advisor Group LLC 19
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 19
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 19
Granite Investment Partners, LLC 19
Bp Plc 19
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 19
STFBX - Advisers Investment Trust - State Farm Balanced Fund 19
Capital Investment Advisory Services, LLC 19
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 19
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 19
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 19
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 19
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 19
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 19
RSSL - Global X Funds - Global X Russell 2000 ETF 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
AlphaOne Investment Services, LLC 19
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 19
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 19
Atlantic Union Bankshares Corp 19
Highline Wealth Partners Llc 19
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 19
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 19
Cavalier Investments, LLC 19
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 19
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 19
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 19
Bbva Usa 19
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 19
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 19
Eudaimonia Partners, LLC 19
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 19
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 19
NOSIX - Northern Funds - Northern Stock Index Fund 19
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 19
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 19
Rosenberg Matthew Hamilton 19
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 19
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 19
SpiderRock Advisors, LLC 19
PENN SERIES FUNDS INC - Index 500 Fund 19
Zebra Capital Management LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 19
Sierra Capital LLC 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 19
Dynamic Technology Lab Pte Ltd 19
tru Independence LLC 19
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 19
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 19
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 19
Aureus Asset Management, LLC 19
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 19
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 19
Mission Wealth Management, Lp 19
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 19
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 19
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 19
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 19
Pinnacle Bancorp, Inc. 19
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 19
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 19
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 19
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 19
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 19
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 19
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 19
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 19
First Eagle Investment Management, LLC 19
Skylands Capital, LLC 19
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 19
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 19
Fifth Third Wealth Advisors LLC 19
Gateway Investment Advisers Llc 19
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 19
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Bedel Financial Consulting, Inc. 19
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 19
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 19
Profunds - Profund Vp Ultrabull 19
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 19
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 19
Profunds - Profund Vp Bull 19
Tibra Equities Europe Ltd 19
Legacy Financial Advisors, Inc. 19
NatWest Group plc 19
Dynamic Advisor Solutions LLC 19
Profunds - Profund Vp Large-cap Value 19
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 19
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 19
Mutual Advisors, LLC 19
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 19
Alpha Windward Llc 19
Bellwether Advisors, LLC 19
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 19
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 19
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 19
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 19
Charter Oak Capital Management, LLC 19
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 19
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 19
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 19
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 19
Redwood Wealth Management Group, LLC 19
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 19
BlackRock Health Sciences Trust II 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
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
Avestar Capital, LLC 19
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 19
BDO Wealth Advisors, LLC 19
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 19
Telemus Capital, Llc 19
Wetherby Asset Management Inc 19
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 19
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 19
CPI - IndexIQ ETF Trust - IQ Real Return ETF 18
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 18
Mendota Financial Group, LLC 18
Peapack Gladstone Financial Corp 18
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 18
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 18
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 18
Wedmont Private Capital 18
Mill Creek Capital Advisors, LLC 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 18
Van Hulzen Asset Management, LLC 18
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 18
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 18
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 18
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 18
Hood River Capital Management LLC 18
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 18
Blackrock Core Bond Trust 18
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 18
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 18
Meitav Dash Investments Ltd 18
Argent Trust Co 18
Crestwood Advisors Group LLC 18
Redwood Investment Management, Llc 18
Sun Life Financial Inc 18
Carillon Tower Advisers, Inc. 18
Bluestein R H & Co 18
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 18
Investment Management Corp of Ontario 18
Carnegie Capital Asset Management, LLC 18
First New York Securities Llc /ny 18
PWS - Pacer Funds Trust - Pacer WealthShield ETF 18
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 18
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 18
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 18
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 18
PACIFIC SELECT FUND - Equity Index Portfolio Class I 18
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 18
Lmcg Investments, Llc 18
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 18
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 18
Ingalls & Snyder Llc 18
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 18
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 18
Strategic Wealth Partners, Ltd. 18
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 18
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 18
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 18
Mfs Multimarket Income Trust 18
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 18
LVPIX - Profunds - Large-cap Value Profund Investor Class 18
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 18
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 18
HBK Sorce Advisory LLC 18
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 18
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 18
Gdl Fund 18
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 18
Bayforest Capital Ltd 18
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 18
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 18
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 18
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 18
SSO - PROSHARES TRUST - ProShares Ultra S&P500 18
Qs Batterymarch Financial Management, Inc 18
Sugarloaf Wealth Management, LLC 18
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 18
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 18
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 18
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 18
Winnow Wealth Llc 18
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 18
Virtus Alternative Investment Advisers, Inc. 18
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 18
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 18
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 18
CHICAGO TRUST Co NA 18
Arlington Partners LLC 18
Millrace Asset Group, Inc. 18
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 18
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 18
Usca Ria Llc 18
BLPIX - Profunds - Bull Profund Investor Class 18
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 18
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 18
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 18
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 18
Saudi Central Bank 18
NorthRock Partners, LLC 18
VSTIX - VALIC Co I - Stock Index Fund 18
Berkley W R Corp 18
Mfs Charter Income Trust 18
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18
Fiduciary Alliance LLC 18
NEOS Investment Management LLC 18
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 18
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 18
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 18
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 18
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 18
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 18
Wilmington Funds Management Corp 18
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 18
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 18
GoalVest Advisory LLC 18
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 18
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 18
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 18
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 18
Nachman Norwood & Parrott, Inc 18
Gabelli Dividend & Income Trust 18
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 18
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 18
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 18
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 18
V-Square Quantitative Management LLC 18
Northwest Financial Advisors 18
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 18
ULPIX - Profunds - Ultrabull Profund Investor Class 18
Endurance Wealth Management, Inc. 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
Conning Inc. 18
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 18
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 18
Plato Investment Management Ltd 18
Financial Network Wealth Advisors LLC 18
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 18
Zions Bancorporation, National Association /ut/ 18
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 18
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 18
Degroof Petercam Asset Management 18
Personal Wealth Partners 18
Transamerica Financial Advisors, Inc. 18
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 18
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 18
Royal Fund Management, LLC 18
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 18
Corient Capital Partners, LLC 18
E Fund Management Co., Ltd. 18
StoneX Group Inc. 18
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 18
Simplicity Wealth,LLC 18
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 18
Aptus Capital Advisors, LLC 18
Robertson Stephens Wealth Management, LLC 18
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 18
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 18
YorkBridge Wealth Partners, LLC 18
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 18
EULAV Asset Management 18
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 18
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 18
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 18
Bellevue Group AG 18
Sensato Investors LLC 18
Transamerica Partners Funds Group 18
HHM Wealth Advisors, LLC 18
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 18
CCMG - EA Series Trust - CCM Global Equity ETF 18
Zions Bancorporation 18
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 18
Integrated Advisors Network LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 18
Hall Laurie J Trustee 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 18
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 18
Transamerica Partners Funds Group Ii 18
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 18
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 18
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 18
Mascoma Wealth Management LLC 18
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 18
Generali Asset Management SPA SGR 18
Chiron Investment Management, LLC 18
Cantor Fitzgerald, L. P. 18
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 18
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 18
Siemens Fonds Invest GmbH 18
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 18
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 18
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 18
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 18
CenterBook Partners LP 18
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 18
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 18
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 18
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 18
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 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
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 18
VisionPoint Advisory Group, LLC 18
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 18
Vinva Investment Management Ltd 18
Deltec Asset Management Llc 18
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 18
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 18
Aspire Private Capital, LLC 18
Shay Capital LLC 18
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 18
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 18
Voleon Capital Management Lp 18
Binnacle Investments Inc 18
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 18
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 18
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 18
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 18
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 18
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 18
Van Den Berg Management I, Inc 18
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 18
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 18
Lucus Advisors Llc 18
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 18
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 18
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 18
Oakworth Capital, Inc. 18
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 18
Securian Funds Trust - SFT Index 500 Fund Class 1 18
RHJ International SA 18
Pinnacle Financial Partners Inc 18
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 18
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 18
Level Four Advisory Services, Llc 18
Norinchukin Bank, The 18
Fort Washington Investment Advisors Inc /oh/ 18
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 18
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 18
Highland Capital Management Lp 18
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 18
Zweig-DiMenna Associates LLC 18
Six Circles Trust - Six Circles Credit Opportunities Fund 18
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 18
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 18
Tuttle Tactical Management LLC 18
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 18
Avalon Advisors, Llc 18
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 18
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 18
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 18
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 18
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 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
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 17
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 17
111 Capital 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
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
Waratah Capital Advisors Ltd. 17
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 17
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 17
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 17
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 17
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 17
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 17
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 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
NorthCoast Asset Management LLC 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 17
Mark Sheptoff Financial Planning, Llc 17
Tygh Capital Management, Inc. 17
VCBCX - VALIC Co I - Blue Chip Growth Fund 17
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 17
Cypress Capital Management LLC (WY) 17
NJ State Employees Deferred Compensation Plan 17
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 17
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 17
Ogorek Anthony Joseph /ny/ /adv 17
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 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
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 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
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 17
Profunds - Profund Vp Large-cap Growth 17
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 17
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 17
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 17
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 17
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 17
Arcadia Investment Management Corp/mi 17
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 17
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 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
Santa Fe Partners LLC 17
Hollencrest Capital Management 17
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 17
Fulton Bank, N.a. 17
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 17
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 17
TrimTabs Asset Management, LLC 17
Modera Wealth Management, LLC 17
Pacifica Partners Inc. 17
Raiffeisen Bank International AG 17
D'Orazio & Associates, Inc. 17
Us Financial Advisors, Llc 17
Anfield Capital Management, LLC 17
Oarsman Capital, Inc. 17
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 17
Sheets Smith Wealth Management 17
Center for Financial Planning, Inc. 17
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 17
Community Bank, N.A. 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
Exencial Wealth Advisors, Llc 17
Segantii Capital Management Ltd 17
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 17
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 17
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 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
Destination Wealth Management 17
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 17
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 17
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 17
Advisory Alpha, LLC 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 17
Copeland Capital Management, LLC 17
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 17
Context Capital Management, LLC 17
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 17
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 17
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 17
SFY - Tidal ETF Trust - SoFi Select 500 ETF 17
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 17
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 17
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 17
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 17
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 17
Piermont Capital Management LLC 17
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 17
Knight Capital Group, Inc. 17
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 17
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 17
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 17
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 17
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 17
Caxton Associates Llp 17
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 17
BlackRock ETF Trust - BlackRock Future Health ETF 17
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 17
Addison Advisors LLC 17
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 17
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 17
Shellback Capital, LP 17
Moisand Fitzgerald Tamayo, LLC 17
Mizuho Trust & Banking Co., Ltd. 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 17
Blackstone Group Inc 17
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 17
Gitterman Wealth Management, LLC 17
Archford Capital Strategies, LLC 17
Clarius Group, LLC 17
Sageworth Trust Co of South Dakota 17
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 17
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 17
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 17
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 17
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 17
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 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
U.S. Capital Wealth Advisors, LLC 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
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 17
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 17
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 17
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 17
Williams Jones Wealth Management, LLC. 17
Carmel Capital Partners, LLC 17
Integrated Investment Consultants, LLC 17
Red Tortoise 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
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 17
Allred Capital Management, LLC 17
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 17
Vaughan Nelson Investment Management, L.p. 17
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 17
LGT Group Foundation 17
AIA Investment Management Private Ltd 17
1620 Investment Advisors, Inc. 17
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 17
Vise Technologies, Inc. 17
Stephens Investment Management Group LLC 17
Sabby Management, Llc 17
Bluefin Trading, LLC 17
Ceredex Value Advisors LLC 17
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 17
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 17
ICA Group Wealth Management, LLC 17
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 17
Czech National Bank 17
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 17
Solstein Capital, LLC 17
Parnassus Investments /ca 17
Fidelis Capital Partners, LLC 17
Banco de Sabadell, S.A 17
First National Bank Of Omaha 17
Athanor Capital, Lp 17
Allstate Investment Management Co 17
Gryphon Financial Partners LLC 17
Signition Lp 17
RVRB - ADVISORS SERIES TRUST - Reverb ETF 17
DRW Securities, LLC 17
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 17
Cantab Capital Partners LLP 17
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 17
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 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
iA Global Asset Management Inc. 17
Wcm Investment Management, Llc 17
Blackrock Credit Allocation Income Trust 17
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 17
DecisionPoint Financial, LLC 17
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 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
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 17
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 17
Turtle Creek Wealth Advisors, LLC 17
Frazier Financial Advisors, LLC 17
Peregrine Capital Management Llc 17
Groupama Asset Managment 17
WealthCollab, LLC 17
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 17
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 17
Central Pacific Bank - Trust Division 17
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 17
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 17
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 17
Price Wealth Management, Inc. 17
Moloney Securities Asset Management, LLC 17
Neuburgh Advisers LLC 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
Bb&t Investment Services, Inc. 17
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 17
Advantage Investment Management, Llc 17
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 17
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
Lansforsakringar Fondforvaltning AB (publ) 17
Joel Isaacson & Co., LLC 17
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 17
Shine Investment Advisory Services Inc 17
Thompson Investment Management, Inc. 17
LGPIX - Profunds - Large-cap Growth Profund Investor Class 17
Intrust Bank Na 16
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 16
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 16
Truewealth Llc 16
Trust Point Inc. 16
Osterweis Capital Management Inc 16
Kula Investments, LLC 16
Ardevora Asset Management LLP 16
West Tower Group, LLC 16
Readystate Asset Management Lp 16
Kaizen Advisory, Llc 16
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 16
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 16
Newfound Research LLC 16
TradeLink Capital LLC 16
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 16
Manatuck Hill Partners, LLC 16
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 16
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 16
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 16
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 16
Rathbone Brothers plc 16
Calton & Associates, Inc. 16
Claraphi Advisory Network, LLC 16
Equitec Proprietary Markets, Llc 16
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 16
Formidable Asset Management, LLC 16
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 16
Heritage Wealth Management, Llc 16
APBAX - Cavanal Hill Funds - Active Core Fund Investor 16
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 16
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 16
Fairfield, Bush & Co. 16
Lebenthal Asset Management, LLC 16
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 16
25 Llc 16
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 16
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 16
Oak Associates Ltd /oh/ 16
1st Global Advisors, Inc. 16
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 16
Alta Advisers Ltd 16
Counterpoint Mutual Funds LLC 16
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 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
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 16
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 16
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 16
PFM Health Sciences, LP 16
Rivernorth Capital Management, Llc 16
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 16
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 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
Mastrapasqua Asset Management Inc 16
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 16
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 16
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 16
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 16
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 16
Global X Management CO LLC 16
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 16
Hartford Financial Management Inc. 16
Hexavest Inc. 16
Graypoint LLC 16
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 16
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 16
Jag Capital Management, Llc 16
Mach-1 Financial Group, Inc. 16
Canandaigua National Bank & Trust Co 16
Founders Financial Alliance, LLC 16
DC Investments Management, LLC 16
High Note Wealth, LLC 16
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 16
Parsons Capital Management Inc/ri 16
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 16
Blackrock Corporate High Yield Fund, Inc. 16
Nuveen S&p 500 Dynamic Overwrite Fund 16
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 16
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 16
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 16
Savior LLC 16
Mesirow Financial Investment Management, Inc. 16
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 16
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 16
Howard Hughes Medical Institute 16
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 16
Millstone Evans Group, LLC 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
Verus Capital Partners, Llc 16
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 16
BlackRock ESG Capital Allocation Trust 16
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 16
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 16
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 16
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 16
Beck Bode, LLC 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 16
Telemark Asset Management, LLC 16
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 16
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 16
Pine River Capital Management L.P. 16
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 16
Patton Fund Management, Inc. 16
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 16
Stoneridge Investment Partners Llc 16
Fiduciary Trust Co 16
Hilltop Holdings Inc. 16
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 16
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 16
De Burlo Group Inc 16
Mint Tower Capital Management B.V. 16
Great Valley Advisor Group, Inc. 16
J. Safra Sarasin Holding AG 16
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 16
Moody Lynn & Lieberson, Llc 16
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 16
Industrial Alliance Investment Management Inc. 16
Farringdon Capital, Ltd. 16
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 16
Global X Japan Co., Ltd. 16
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 16
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 16
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 16
Capital Guardian Trust Co 16
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 16
Strategic Blueprint, LLC 16
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 16
Mirova 16
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 16
Wahed Invest LLC 16
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 16
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 16
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 16
AllianzGI Artificial Intelligence & Technology Opportunities Fund 16
PRW Wealth Management LLC 16
Kiwi Wealth Investments Limited Partnership 16
Institutional Investment Strategy Fund 16
Gerber Kawasaki Wealth & Investment Management 16
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 16
Kinneret Advisory, LLC 16
Armistice Capital, Llc 16
Perkins Investment Management, LLC 16
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 16
Atticus Wealth Management, Llc 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 16
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 16
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 16
Zazove Associates Llc 16
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 16
Scopus Asset Management, L.p. 16
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 16
Axiom International Investors Llc /de 16
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 16
TCTC Holdings, LLC 16
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 16
Meiji Yasuda Life Insurance Co 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
Evolution Wealth Advisors, LLC 16
Foresters Investment Management Company, Inc. 16
Champlain Investment Partners, LLC 16
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 16
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 16
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 16
TIG Advisors, LLC 16
My Personal CFO, LLC 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 16
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 16
Avitas Wealth Management LLC 16
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 16
Sumitomo Life Insurance Co 16
Hartford Series Fund Inc 16
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 16
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 16
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 16
Heritage Financial Services, LLC 16
New England Research & Management, Inc. 16
Greenline Partners, LLC 16
Bryce Point Capital, LLC 16
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 16
Edge Wealth Management LLC 16
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 16
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 16
Perbak Capital Partners LLP 16
Dakota Wealth Management 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
Emerald Investment Partners, Llc 16
Planning Capital Management Corp 16
Varma Mutual Pension Insurance Co 16
Paradigm Capital Management Inc/ny 16
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 16
Caitlin John, LLC 16
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 16
Ibex Wealth Advisors 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
Schechter Investment Advisors, LLC 16
CNB Bank 16
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 16
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 16
Mosaic Family Wealth, LLC 16
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 16
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 16
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 16
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 16
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 16
Vantage Investment Advisors, LLC 16
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 16
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 16
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 16
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 16
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 16
Sittner & Nelson, Llc 16
First Command Advisory Services, Inc. 16
Trustmark National Bank Trust Department 16
Semanteon Capital Management, LP 16
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 16
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 16
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 16
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 16
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 15
Ironwood Investment Management Llc 15
Cim Investment Mangement Inc 15
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 15
Ilmarinen Mutual Pension Insurance Co 15
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 15
Qci Asset Management Inc/ny 15
Zurich Insurance Group Ltd/FI 15
Blue Water Life Science Advisors, LLC 15
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 15
Coe Capital Management, LLC 15
Bfsg, Llc 15
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 15
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 15
Fund Management at Engine No. 1 LLC 15
Atlanta Capital Management Co L L C 15
Radcliffe Capital Management, L.P. 15
Certified Advisory Corp 15
Unique Wealth Strategies, LLC 15
Canton Hathaway, LLC 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 15
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 15
Equitable Holdings, Inc. 15
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 15
Hennion & Walsh Asset Management, Inc. 15
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 15
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 15
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 15
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 15
Girard Partners Ltd. 15
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 15
Abich Financial Wealth Management LLC 15
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 15
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 15
McAdam, LLC 15
Retirement Planning Co of New England, Inc. 15
Cornerstone Wealth Management, LLC 15
Guardian Life Insurance Co Of America 15
Horan Securities, Inc. 15
Evermay Wealth Management Llc 15
EPG Wealth Management LLC 15
Beaird Harris Wealth Management, LLC 15
Opseu Pension Plan Trust Fund 15
Pensionfund DSM Netherlands 15
First Bank & Trust 15
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 15
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 15
Roundview Capital LLC 15
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
Quantum Capital Management 15
New Age Alpha Advisors, LLC 15
Analytic Investors, LLC 15
Surevest, LLC 15
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 15
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 15
Old Second National Bank Of Aurora 15
MBOVX - M FUND INC - M Large Cap Value Fund 15
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 15
AXS Investments LLC 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 15
Knuff & Co LLC 15
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 15
Redwood Investments, LLC 15
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 15
Cramer Rosenthal Mcglynn Llc 15
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 15
Chilton Investment Co Llc 15
Eventide Asset Management, Llc 15
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 15
Wealthspire Advisors, LLC 15
Sage Mountain Advisors LLC 15
Allianzgi Convertible & Income Fund 15
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 15
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 15
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 15
Wasatch Advisors Inc 15
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 15
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 15
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 15
Seizert Capital Partners, Llc 15
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 15
Mufg Securities Americas Inc. 15
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 15
Operose Advisors LLC 15
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 15
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 15
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 15
Compass Wealth Management LLC 15
Valued Wealth Advisors LLC 15
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 15
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 15
Reynders McVeigh Capital Management, LLC 15
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 15
Estabrook Capital Management 15
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 15
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 15
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 15
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 15
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 15
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 15
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 15
Delta Lloyd Nv 15
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 15
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 15
Kingdon Capital Management, L.l.c. 15
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 15
Cleararc Capital Inc 15
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 15
Capstone Series Fund Inc 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 15
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 15
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 15
Senator Investment Group LP 15
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 15
VCSMX - VALIC Co I - Small Cap Fund 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 15
VGLSX - VALIC Co I - Global Strategy Fund 15
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 15
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 15
Spot Trading L.l.c. 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 15
Advisor OS, LLC 15
Next Century Growth Investors Llc 15
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 15
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 15
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 15
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 15
Twin Capital Management Inc 15
Great Diamond Partners, LLC 15
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 15
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 15
Braun Stacey Associates Inc 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 15
Shinko Asset Management Co., Ltd. 15
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 15
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 15
Legg Mason Investment Counsel, LLC 15
Zrc Wealth Management, Llc 15
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 15
Steel Peak Wealth Management LLC 15
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 15
Integral Derivatives, LLC 15
MML Series Investment Fund II - MML Equity Fund Initial Class 15
Nfj Investment Group, Llc 15
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 15
Liberty All Star Growth Fund Inc. 15
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 15
Norden Group Llc 15
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 15
Frank, Rimerman Advisors LLC 15
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 15
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 15
Advent Claymore Convertible Securities & Income Fund 15
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 15
Headinvest, Llc 15
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 15
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 15
Webster Bank, N. A. 15
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 15
Allianzgi Convertible & Income Fund Ii 15
Folger Hill Asset Management LP 15
Arlington Trust Co LLC 15
New England Securities Corp /MA/ 15
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 15
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 15
WestEnd Advisors, LLC 15
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 15
Ridgewood Investments LLC 15
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 15
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 15
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 15
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 15
Calamos Dynamic Convertible & Income Fund 15
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 15
Prio Wealth Limited Partnership 15
UXI - PROSHARES TRUST - ProShares Ultra Industrials 15
Gen-Wealth Partners Inc 15
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 15
John G Ullman & Associates Inc 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 15
Bourgeon Capital Management Llc 15
Mowery & Schoenfeld Wealth Management, LLC 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 15
Verdence Capital Advisors LLC 15
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 15
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 15
Wall Street Associates 15
Trifecta Capital Advisors, LLC 15
Avanza Fonder AB 15
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 15
Canada Post Corp Registered Pension Plan 15
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 15
Sawgrass Asset Management Llc 15
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 15
Boston Private Bank & Trust Co 15
K.J. Harrison & Partners Inc 15
Next Capital Management LLC 15
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 15
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 15
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 15
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 15
DT Investment Partners, LLC 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 15
361 Capital Llc 15
First Pacific Advisors, LP 15
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 15
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 15
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 15
Mizuho Securities Usa Llc 15
Voya Financial Advisors, Inc. 15
MML Series Investment Fund II - MML Asset Momentum Fund Class II 15
Portside Wealth Group, LLC 15
Blackrock Multi-sector Income Trust 15
Richard Bernstein Advisors LLC 15
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 15
Rockbridge Investment Management, LCC 15
Bangor Savings Bank 15
BOK Financial Private Wealth, Inc. 15
Resolute Advisors LLC 15
Arete Wealth Advisors, LLC 15
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 15
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 15
Ratan Capital Management LP 15
L & S Advisors Inc 15
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 15
Axiom Investment Management LLC 15
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 15
Bridges Investment Management Inc 15
Jackson Creek Investment Advisors LLC 15
TRFM - ETF Series Solutions - AAM Transformers ETF 15
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 15
ACVF - ETF Opportunities Trust - American Conservative Values ETF 15
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 15
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 15
Kanaly Trust Co 15
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 15
Gabelli Equity Series Funds Inc 15
Douglass Winthrop Advisors, LLC 15
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 15
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 15
Choate Investment Advisors 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
Clark Capital Management Group, Inc. 15
Redmond Asset Management, LLC 15
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 15
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 15
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 15
Transamerica Partners Portfolios 15
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 15
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 15
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 15
McIlrath & Eck, LLC 15
Rossby Financial, LCC 15
Bahl & Gaynor Inc 15
SummitTX Capital, L.P. 15
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 15
DLD Asset Management, LP 15
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 15
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 15
Insight Capital Research & Management Inc 15
Financial Counselors Inc 15
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 15
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 15
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 15
First American Bank 15
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 15
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 15
Rampart Investment Management Company, LLC 15
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 15
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 15
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 15
Onefund, Llc 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 15
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 15
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 15
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 15
LKBAX - LKCM Funds - LKCM Balanced Fund 15
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 15
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 15
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 15
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 15
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 15
Resources Management Corp /ct/ /adv 15
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 14
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 14
Portolan Capital Management, LLC 14
PFG Private Wealth Management, 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
AtonRa Partners 14
Geneva Advisors, LLC 14
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 14
Baron Silver Stevens Financial Advisors, Llc 14
Curi Wealth Management, LLC 14
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 14
Connectus Wealth, LLC 14
Harding Loevner Lp 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
Tradeworx Inc. 14
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 14
Capital One, National Association 14
Invesco Bond Fund 14
Jackson Square Capital, Llc 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
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
Oddo Bhf Asset Management Sas 14
Eisler Capital (UK) Ltd. 14
MPS Loria Financial Planners, LLC 14
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 14
Penobscot Investment Management Company, Inc. 14
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 14
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 14
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 14
RMR Wealth Builders 14
Arrow Financial Corp 14
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 14
Institute for Wealth Management, LLC. 14
Clear Street Llc 14
Transcend Wealth Collective, Llc 14
Great Lakes Retirement, Inc. 14
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 14
WealthStone, Inc. 14
Deseret Mutual Benefit Administrators 14
Ferris Capital, Llc 14
Dixon Hughes Goodman Wealth Advisors LLC 14
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 14
Pinkerton Retirement Specialists, LLC 14
Origin Asset Management LLP 14
Aegon Asset Management Uk Plc 14
Jade Capital Advisors, LLC 14
Parkman Healthcare Partners LLC 14
Lloyd Advisory Services, LLC. 14
Boulder Hill Capital Management Lp 14
Manchester Financial Inc 14
CTC Alternative Strategies, Ltd. 14
Dynamic Capital Management Ltd 14
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 14
ACG Wealth 14
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 14
Cynosure Management, Llc 14
Jabre Capital Partners S.A. 14
S-Bank Fund Management Ltd 14
Pensionmark Financial Group, Llc 14
Journey Strategic Wealth Llc 14
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 14
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 14
Bard Associates Inc 14
BlackRock Credit Strategies Fund 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 14
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 14
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 14
AlphaCentric Advisors LLC 14
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 14
Df Dent & Co Inc 14
Beacon Investment Advisory Services, Inc. 14
American Trust 14
Costello Asset Management, INC 14
Abn Amro Investment Solutions 14
Virtus ETF Advisers LLC 14
Coastal Capital Group, Inc. 14
Tobam 14
Krilogy Financial LLC 14
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 14
Ellis Investment Partners, LLC 14
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 14
Avidian Wealth Solutions, LLC 14
Knights of Columbus Asset Advisors LLC 14
Worth Venture Partners, LLC 14
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 14
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 14
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 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
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 14
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 14
Almanack Investment Partners, LLC. 14
Silvant Capital Management LLC 14
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 14
APG Asset Management US Inc. 14
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 14
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 14
Cna Financial Corp 14
Osborn Rohs Williams & Donohoe Ltd 14
Kingsview Wealth Management, LLC 14
RFP Financial Group LLC 14
First Light Asset Management, LLC 14
First Financial Corp /in/ 14
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 14
Suffolk Capital Management Llc 14
Moran Wealth Management, LLC 14
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 14
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 14
Icon Wealth Partners, LLC 14
Parisi Gray Wealth Management 14
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 14
Cannell Peter B & Co Inc 14
Linden Thomas Advisory Services, LLC 14
Coatue Management Llc 14
Independence Bank of Kentucky 14
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 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
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 14
Arrowgrass Capital Partners (us) Lp 14
Endurant Capital Management LP 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 14
Spears Abacus Advisors LLC 14
PFG Investments, LLC 14
Avalon Trust Co 14
Ofi Invest Asset Management 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 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
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 14
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 14
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 14
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 14
FormulaFolio Investments, LLC 14
Cumberland Partners Ltd 14
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 14
Atomi Financial Group, Inc. 14
Redmile Group, LLC 14
Impact Partnership Wealth, LLC 14
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 14
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 14
Catapult Capital Management Llc 14
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 14
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 14
Rivernorth Opportunities Fund, Inc. 14
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 14
Intact Investment Management Inc. 14
Baird Robert W & Co Inc /wi/ 14
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 14
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 14
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 14
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 14
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 14
G2 Investment Partners Management LLC 14
VCHSX - VALIC Co I - Health Sciences Fund 14
Harwood Advisory Group, LLC 14
HYLD - Exchange Listed Funds Trust - High Yield ETF 14
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 14
Royce Global Value Trust, Inc. 14
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 14
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 14
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 14
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 14
Carret Asset Management, Llc 14
Bank Of Hawaii 14
Blackrock Health Sciences Trust 14
Long Island Wealth Management, Inc. 14
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 14
Pineridge Advisors LLC 14
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 14
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 14
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 14
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 14
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 14
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 14
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 14
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 14
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 14
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 14
Capital Impact Advisors, LLC 14
Burt Wealth Advisors 14
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 14
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 14
Brown, Lisle/cummings, Inc. 14
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 14
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 14
WealthTrust Axiom LLC 14
RBF Capital, LLC 14
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 14
Meridian Wealth Management, LLC 14
Personal Capital Advisors Corp 14
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 14
WealthTrust-Arizona, LLC 14
Prentiss Smith & Co Inc 14
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 14
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 14
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 14
Oppenheimer Variable Account Funds 14
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 14
Oak Ridge Investments Llc 14
Ten Capital Wealth Advisors, LLC 14
Fernwood Investment Management, LLC 14
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 14
Spectrum Management Group, LLC 14
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 14
Aberdeen Asset Management Plc/uk 14
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 14
IronBridge Capital Management LP 14
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 14
FUKOKU MUTUAL LIFE INSURANCE Co 14
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 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
XT - iSHARES TRUST - iShares Exponential Technologies ETF 14
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 14
Peregrine Asset Advisers, Inc. 14
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 14
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 14
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 14
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 14
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 14
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 14
Brown Advisory Securities, LLC 14
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 14
Sentinel Asset Management, Inc. 14
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 14
Laurel Wealth Advisors, Inc. 14
Greenwood Capital Associates Llc 14
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 14
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 14
VBCVX - VALIC Co I - Systematic Value Fund 13
Delta Asset Management Llc/tn 13
Mizuho Asset Management Co.,Ltd. 13
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 13
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 13
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 13
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 13
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 13
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 13
Bellwether Investment Group, LLC 13
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 13
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 13
Providence Capital Advisors, LLC 13
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 13
MANA Advisors LLC 13
Dai-ichi Life Holdings, Inc. 13
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 13
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 13
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 13
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 13
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 13
Boyd Watterson Asset Management Llc/oh 13
Coastline Trust Co 13
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 13
Voya Infrastructure, Industrials & Materials Fund 13
Pfs Investments Inc. 13
Gilliland Jeter Wealth Management LLC 13
Weil Company, Inc. 13
JS Capital Management LLC 13
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 13
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 13
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 13
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 13
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 13
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 13
Tidemark, LLC 13
Baker Tilly Financial, Llc 13
Knowledge Leaders Capital, LLC 13
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 13
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 13
WMS Partners, LLC 13
Summit Partners Public Asset Management, Llc 13
Tekla Capital Management LLC 13
MDPIX - Profunds - Mid-cap Profund Investor Class 13
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 13
Wagner Wealth Management, Llc 13
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 13
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 13
Alpine Woods Capital Investors, Llc 13
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 13
Marino, Stram & Associates Llc 13
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 13
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 13
Symmetry Peak Management Llc 13
Foster Dykema Cabot & Partners, Llc 13
Wellington Shields Capital Management, LLC 13
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 13
Aspect Partners, LLC 13
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 13
Better Money Decisions, LLC 13
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
Sivia Capital Partners, LLC 13
Gables Capital Management Inc. 13
Voisard Asset Management Group, Inc. 13
Pacific Alternative Asset Management Company, Llc 13
Advisors Capital Management, LLC 13
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 13
Creekmur Asset Management LLC 13
Mangrove Partners 13
REAP Financial Group, LLC 13
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 13
Vivaldi Asset Management, LLC 13
AustralianSuper Pty Ltd 13
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 13
Minichmacgregor Wealth Management, Llc 13
Myriad Asset Management Ltd. 13
Hallmark Capital Management Inc 13
Unigestion Holding SA 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
Saturna Capital CORP 13
WFA of San Diego, LLC 13
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 13
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 13
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 13
Griffin Asset Management, Inc. 13
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 13
Connable Office Inc 13
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 13
Empirical Asset Management, LLC 13
Shufro Rose & Co Llc 13
Nicholas Company, Inc. 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 13
Strategy Asset Managers Llc 13
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 13
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 13
MML Series Investment Fund II - MML Blend Fund Initial Class 13
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 13
Systematic Alpha Investments, LLC 13
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 13
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 13
Seeds Investor Llc 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 13
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 13
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 13
Laurel Wealth Advisors LLC 13
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 13
Symmetry Investments LP 13
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 13
Boston Common Asset Management, LLC 13
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 13
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 13
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 13
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 13
Gladstone Institutional Advisory LLC 13
Sepio Capital, LP 13
Monarch Partners Asset Management LLC 13
272 Capital LP 13
Tyler-Stone Wealth Management 13
AHIVX - American Century Investment Trust - High Income Fund Investor Class 13
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 13
Syntal Capital Partners, LLC 13
Zullo Investment Group, Inc. 13
Spdr S&p Midcap 400 Etf Trust 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 13
Fortem Financial Group, Llc 13
Weaver C. Barksdale & Associates, Inc. 13
Salomon & Ludwin, LLC 13
Camden Capital, LLC 13
Edge Advisors, Llc 13
Global Trust Asset Management, LLC 13
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 13
Chase Investment Counsel Corp 13
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 13
Polaris Wealth Advisory Group, LLC 13
Executive Wealth Management, LLC 13
Garrett Wealth Advisory Group, LLC 13
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 13
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 13
Avidity Partners Management LP 13
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 13
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 13
N.E.W. Advisory Services LLC 13
Washington Capital Management Inc 13
Glenview Trust Co 13
Credential Qtrade Securities Inc. 13
Alexandria Capital, LLC 13
III Capital Management 13
Absolute Capital Management, LLC 13
Heartland Advisors Inc 13
Arden Investment Series Trust 13
Ra Capital Management, L.p. 13
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 13
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 13
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 13
Your Advocates Ltd., LLP 13
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 13
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 13
Eagle Global Advisors Llc 13
Personal Cfo Solutions, Llc 13
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 13
Bowling Portfolio Management LLC 13
PFG Advisors 13
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 13
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 13
UMPIX - Profunds - Ultramid-cap Profund Investor Class 13
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 13
FSA Wealth Management LLC 13
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 13
Cornerstone Advisory, LLC 13
Winfield Associates, Inc. 13
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 13
Stephenson National Bank & Trust 13
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 13
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 13
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 13
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 13
Oribel Capital Management, LP 13
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 13
Marathon Trading Investment Management LLC 13
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 13
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 13
Perritt Capital Management Inc 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 13
Lisanti Capital Growth, LLC 13
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 13
Total Investment Management Inc 13
Confluence Investment Management Llc 13
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 13
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 13
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 13
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 13
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 13
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 13
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
Gabelli Healthcare & Wellnessrx Trust 13
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 13
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 13
Virginia Retirement System 13
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 13
AdvisorShares Investments LLC 13
Tealwood Asset Management Inc 13
Tdam Usa 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
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 13
PenderFund Capital Management Ltd. 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
F&C Asset Management plc 13
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 13
Renaissance Group Llc 13
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 13
Winton Capital Management Ltd 13
Chesley Taft & Associates LLC 13
Ziegler Capital Management, LLC 13
AMG National Trust Bank 13
Retirement Group, LLC 13
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
Bnc Wealth Management, Llc 13
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 13
Pictet & Cie (Europe) SA 13
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 13
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 13
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 13
Nbt Bank N A /ny 13
Blume Capital Management, Inc. 13
Strategic Global Advisors, LLC 13
Boston Family Office Llc 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 13
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 13
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 13
Quest 10 Wealth Builders, Inc. 13
NOLVX - Northern Funds - Northern Large Cap Value Fund 13
Optimal Asset Management, Inc. 13
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 13
NOMIX - Northern Funds - Northern Mid Cap Index Fund 13
PENN SERIES FUNDS INC - Mid Cap Growth Fund 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 13
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 13
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 13
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 13
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 13
City National Bank 13
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 13
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 13
Clough Global Equity Fund 13
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 13
Tiedemann Advisors, Llc 13
Ransom Advisory, Ltd 13
Clough Global Opportunities Fund 13
Kingswood Wealth Advisors, Llc 13
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 13
Nemes Rush Group LLC 13
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 13
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 13
Boston Financial Mangement Llc 13
Nikko Asset Management Americas, Inc. 13
MBEQX - M FUND INC - M International Equity Fund 13
Athena Capital Advisors Llc 13
Aurora Investment Counsel 13
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 13
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 13
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 13
Voya Prime Rate Trust 13
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 13
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 13
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 13
Relative Value Fund 13
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 13
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 13
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 13
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 13
Fort Pitt Capital Group, Llc 13
Legg Mason Investment Counsel & Trust Co., N.A. 13
Curian Capital Llc 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 13
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 13
Cm Wealth Advisors Llc 13
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 13
Winch Advisory Services, LLC 13
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 13
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 13
Glenview Capital Management, Llc 13
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 13
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 13
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 13
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 13
RXL - PROSHARES TRUST - ProShares Ultra Health Care 13
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 13
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 13
Otter Creek Advisors, LLC 13
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 13
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 13
Chartwell Investment Partners/pa 13
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 13
Financiere des Professionnels - Fonds d,investissement inc. 13
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 13
Clearline Capital LP 13
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 13
Camarda Financial Advisors, LLC 13
Heck Capital Advisors, LLC 13
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 13
Neville Rodie & Shaw Inc 13
Leavell Investment Management, Inc. 13
Trillium Asset Management, Llc 13
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 13
VMIDX - VALIC Co I - Mid Cap Index Fund 13
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 13
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 13
Gofen & Glossberg Llc /il/ 13
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 13
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 13
Trilogy Capital Inc. 13
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 13
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 13
Psagot Investment House Ltd. 13
Jackson, Grant Investment Advisers, Inc. 13
PFS Partners, LLC 13
Profunds - Profund Vp Ultramid-cap 13
Ghisallo Capital Management LLC 13
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 13
Profunds - Profund Vp Mid-cap Growth 13
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 13
Profunds - Profund Vp Health Care 13
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 13
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 13
Columbia Wanger Asset Management Llc 13
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 12
Farallon Capital Management Llc 12
683 Capital Management, LLC 12
Brown Capital Management Llc 12
Perella Weinberg Partners Capital Management LP 12
Alpine Associates Management Inc. 12
Angelo Gordon & Co., L.p. 12
Rs Investment Management Co Llc 12
AMF Pensionsforsakring AB 12
SRB Corp 12
Saba Capital Management, L.P. 12
Amica Mutual Insurance Co 12
Penbrook Management LLC 12
Altfest L J & Co Inc 12
Capital Advisors Inc/ok 12
Mairs & Power Inc 12
Capital International Sarl 12
M&r Capital Management Inc 12
Cupps Capital Management, LLC 12
Impax Asset Management LTD 12
Lenox Wealth Management, Inc. 12
Pittenger & Anderson Inc 12
Carmignac Gestion 12
Columbia Partners L L C Investment Management 12
Anson Funds Management LP 12
Keel Point, LLC 12
Roble, Belko & Company, Inc 12
Halbert Hargrove Global Advisors, Llc 12
Patten Group, Inc. 12
Ipswich Investment Management Co., Inc. 12
Jump Trading, LLC 12
Ascend Capital, Llc 12
Brant Point Investment Management Llc 12
Reynolds Capital Management Llc 12
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12
Lee Danner & Bass Inc 12
Westport Resources Management Inc 12
Value Holdings Lp 12
Atwood & Palmer Inc 12
Trust Co Of Toledo Na /oh/ 12
Wright Investors Service Inc 12
Hl Financial Services Llc 12
High Pointe Capital Management Llc 12
Maple Securities Usa Inc 12
Private Wealth Partners, LLC 12
Ikos Cif Ltd 12
Westchester Capital Management, LLC 12
QCM Cayman, Ltd. 12
CI Global Investments Inc. 12
Sivik Global Healthcare LLC 12
Waldron Private Wealth LLC 12
Isthmus Partners, Llc 12
Mitsubishi UFJ Securities Holdings Co., Ltd. 12
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
Eaton Vance Tax-managed Buy-write Opportunities Fund 12
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Tri-continental Corp 12
WUSAX - WANGER ADVISORS TRUST - Wanger USA 12
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 12
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 12
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 12
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 12
Eaton Vance Floating-rate Income Trust 12
Global X Funds 12
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 12
Eaton Vance Senior Floating Rate Trust 12
Jpmorgan Trust Iii 12
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 12
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 12
Clough Global Dividend & Income Fund 12
Calamos Global Total Return Fund 12
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
Vanguard Morgan Growth Fund 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
Tekla World Healthcare Fund 12
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 12
Squar Milner Financial Services Llc 12
Santori & Peters, Inc. 12
180 Wealth Advisors, Llc 12
Pflug Koory, LLC 12
Equitable Trust Co 12
Kavar Capital Partners, LLC 12
Redhawk Wealth Advisors, Inc. 12
Cooper Financial Group 12
Essex Savings Bank 12
Stratos Wealth Advisors, LLC 12
Arabesque Asset Management Ltd 12
O'Shares Investment Advisers, LLC 12
DeepCurrents Investment Group LLC 12
Edge Capital Group, LLC 12
Gyl Financial Synergies, Llc 12
Quilter Plc 12
Roubaix Capital, LLC 12
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 12
Weaver Consulting Group 12
Stonehage Fleming Financial Services Holdings Ltd 12
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 12
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 12
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 12
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 12
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 12
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
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 11
Claybrook Capital, LLC 11
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 11
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 11
Generation Investment Management Llp 11
Armstrong Advisory Group, Inc 11
Hotchkis & Wiley Capital Management Llc 11
Blackstone / Gso Strategic Credit Fund 11
Braun-Bostich & Associates Inc. 11
Tiaa Trust, National Association 11
AWM Investment Company, Inc. 11
Arden Trust Co 11
Inscription Capital, LLC 11
Bremer Bank National Association 11
Eaton Vance Senior Income Trust 11
Viking Global Investors Lp 11
Espalier Global Management LLC 11
ACK Asset Management LLC 11
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 11
Greenland Capital Management LP 11
Clarfeld Financial Advisors, Llc 11
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 11
Williams Jones & Associates LLC 11
Ruggie Capital Group 11
CGC Financial Services, LLC 11
Harvest Investment Services, LLC 11
Geneva Partners, LLC 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
Dagco, Inc. 11
PointState Capital LP 11
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 11
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 11
Thoroughbred Financial Services, Llc 11
Piper Sandler & Co. 11
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 11
Aristides Capital LLC 11
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 11
SWAN Capital LLC 11
Cherry Tree Wealth Management, LLC 11
Wakefield Asset Management LLLP 11
EA Series Trust 11
Graves-Light Private Wealth Management, Inc. 11
Silphium Asset Management Ltd 11
Security National Trust Co 11
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 11
Marcum Wealth, LLC 11
Bank of Jackson Hole Trust 11
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 11
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 11
Invenomic Capital Management LP 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 11
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 11
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 11
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 11
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 11
EWG Elevate Inc. 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
Wealth Quarterback LLC 11
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 11
Ag2r La Mondiale Gestion D'actifs 11
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 11
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 11
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 11
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 11
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 11
HealthCor Management, L.P. 11
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 11
WealthTrust Fairport, LLC 11
Oppenheimer Quest For Value Funds 11
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 11
Grimes & Company, Inc. 11
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 11
Blackrock Floating Rate Income Strategies Fund, Inc. 11
Consolidated Planning Corp 11
Princeton Capital Management Llc 11
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 11
Daiwa Capital Markets America Inc. 11
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 11
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 11
Kings Point Capital Management 11
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 11
Valmark Advisers, Inc. 11
Supplemental Annuity Collective Trust of NJ 11
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 11
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 11
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 11
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 11
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
American Research & Management Co. 11
Hikari Power Ltd 11
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 11
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 11
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 11
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 11
Harbour Capital Advisors, LLC 11
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 11
Profunds - Profund Vp Small-cap Growth 11
Malaga Cove Capital, LLC 11
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 11
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 11
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 11
New America High Income Fund Inc 11
Ashfield Capital Partners, LLC 11
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 11
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 11
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 11
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 11
Murphy & Mullick Capital Management Corp 11
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 11
Bridgewater Advisors Inc. 11
Geller Advisors LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 11
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 11
55i, Llc 11
Atlas Private Wealth Advisors 11
Buffington Mohr McNeal 11
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 11
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 11
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 11
First PREMIER Bank 11
Exchange Capital Management, Inc. 11
Meristem Family Wealth, LLC 11
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 11
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 11
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 11
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 11
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 11
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 11
Essex Financial Services, Inc. 11
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 11
Magee Thomson Investment Partners Llc 11
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 11
Allianz Se 11
Indiana Trust & Investment Management CO 11
Baldwin Investment Management, LLC 11
Herndon Capital Management Llc 11
Copper Rock Capital Partners, LLC 11
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 11
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 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
Stock Yards Bank & Trust Co 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
Fortaleza Asset Management Inc/ 11
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 11
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 11
Elite Wealth Management, Inc. 11
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 11
KAMES CAPITAL plc 11
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 11
Global Financial Private Capital, LLC 11
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 11
Vanguard Specialized Funds 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 11
Investment House Llc 11
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 11
Garde Capital, Inc. 11
KRMA - Global X Funds - Global X Conscious Companies ETF 11
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 11
Clearview Wealth Advisors LLC 11
MTM Investment Management, LLC 11
ACSKX - American Century Investment Trust - Short Duration Fund C Class 11
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 11
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 11
Nwam Llc 11
Vestor Capital, Llc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 11
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 11
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 11
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 11
Sone Capital Management, LLC 11
TD Capital Management LLC 11
Haverford Trust Co 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 11
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 11
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 11
DCM Advisors, LLC 11
Rhenman & Partners Asset Management AB 11
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 11
Visionary Asset Management, Inc. 11
Stanford Investment Group, Inc. 11
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 11
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 11
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 11
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 11
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 11
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 11
Willingdon Wealth Management 11
Nelson Capital Management, LLC 11
Ironwood Financial, llc 11
Doyle Wealth Management 11
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 11
First United Bank Trust/ 11
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 11
CFS Investment Advisory Services, LLC 11
Central Bank & Trust Co 11
Silverback Asset Management Llc 11
Pillar Pacific Capital Management Llc 11
North Star Asset Management Inc 11
IAG Wealth Partners, LLC 11
Motley Fool Asset Management LLC 11
Gladius Capital Management LP 11
Distillate Capital Partners LLC 11
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 11
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 11
Alpine Bank Wealth Management 11
Mpwm Advisory Solutions, Llc 11
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 11
AllSquare Wealth Management LLC 11
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 11
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 11
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 11
Ninety One North America, Inc. 11
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 11
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 11
Engine No. 1 Llc 11
Bremer Trust National Association 11
Exos Asset Management LLC 11
Ckw Financial Group 11
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 11
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 11
Net Worth Advisory Group 11
Vega Investment Solutions 11
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 11
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 11
Amica Retiree Medical Trust 11
Safeguard Investment Advisory Group, LLC 11
Securian Funds Trust - SFT T. Rowe Price Value Fund 11
Circle Wealth Management, LLC 11
Blackrock Floating Rate Income Trust 11
Virtus Global Dividend & Income Fund Inc. 11
Morningstar Investment Services LLC 11
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 11
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 11
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 11
Encompass Wealth Advisors, Llc 11
Guardian Capital Lp 11
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 11
Marietta Investment Partners Llc 11
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 11
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 11
QUANTRES ASSET MANAGEMENT Ltd 11
Pennsylvania Trust Co 11
World Equity Group, Inc. 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 11
Piscataqua Savings Bank 11
Rockland Trust Co 11
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 11
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 11
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 11
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 11
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 11
BRACX - Blackrock Allocation Target Shares - Bats Series C 11
Cornerstone Investment Partners, LLC 11
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 11
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 11
Miles Capital, Inc. 11
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 11
South Texas Money Management Ltd 11
Usaa Etf Trust 11
Ghost Tree Capital, LLC 11
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 11
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 11
Farmers & Merchants Trust Co of Chambersburg PA 11
Middleton & Co Inc/ma 11
Beese Fulmer Investment Management, Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 11
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 11
Pier 88 Investment Partners Llc 11
First Foundation Advisors 11
Mountain Pacific Investment Advisers Inc/id 11
Mount Lucas Management LP 11
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 11
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 11
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 11
Mediolanum International Funds Ltd 11
Diversify Advisory Services, LLC 11
Carderock Capital Management Inc 11
Fairway Wealth LLC 11
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 11
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 11
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 11
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 11
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 11
Cfm Wealth Partners Llc 11
PNC Managed Account Solutions, Inc. 11
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 11
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 11
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 11
Tekla Healthcare Opportunities Fund 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 11
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 11
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 11
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 11
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 11
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 11
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 11
Stone House Investment Management, LLC 11
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 11
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 11
McElhenny Sheffield Capital Management, LLC 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 11
Dean Investment Associates, Llc 11
Underlying Funds Trust 11
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 11
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 11
Pacific Center for Financial Services 11
Schonfeld Group Holdings LLC 11
HWG Holdings LP 11
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 11
Dowling & Yahnke Llc 11
Olstein Capital Management, L.P. 11
JB Capital LLC 11
Carmichael Hill & Associates, Inc. 11
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 11
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 11
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 11
Cerebellum GP, LLC 11
Frontier Wealth Management LLC 11
EFG Asset Management (Americas) Corp. 11
Chicago Capital Management, LLC 11
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 11
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 11
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
GATEX - Gateway Trust - Gateway Fund Class A Shares 11
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 11
Riverwater Partners LLC 11
Eversept Partners, LP 11
Goodman Advisory Group, LLC 11
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 11
Allen Investment Management LLC 11
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 11
Whalen Wealth Management Inc. 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 11
Catalytic Wealth RIA, LLC 11
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 11
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 11
New Millennium Group LLC 11
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 11
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 11
MYDA Advisors LLC 11
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 11
Highlander Capital Management, LLC 11
Perkins Capital Management Inc 11
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 11
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 11
Ausdal Financial Partners, Inc. 11
Security National Bank 11
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 11
Lockheed Martin Investment Management Co 11
Mystic Asset Management, Inc. 11
Arcus Capital Partners, LLC 11
Westend Capital Management LLC 11
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 11
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 11
Exane Asset Management 11
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 11
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 11
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 11
Values First Advisors, Inc. 11
Geneva Capital Management Llc 11
Slow Capital, Inc. 11
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 11
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 11
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 11
Pentwater Capital Management LP 11
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 11
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 11
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 11
Hazlett, Burt & Watson, Inc. 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 11
Warberg Asset Management LLC 11
Stone Run Capital, Llc 11
Jnl Series Trust - Jnl/s&p 4 Fund (a) 11
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 11
Abacus Planning Group, Inc. 11
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 11
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 11
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 11
CHURCHILL MANAGEMENT Corp 11
Triasima Portfolio Management inc. 11
Grandeur Peak Global Advisors, LLC 11
Verity Asset Management, Inc. 11
Global Income Builder Portfolio - Global Income Builder Portfolio 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
Wsfs Capital Management, Llc 11
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 11
University Of Texas/texas Am Investment Managment Co 11
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 11
United Community Bank 11
Pacitti Group Inc. 11
West Branch Capital LLC 11
Munder Series Trust 11
Acuitas Investments, LLC 11
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 10
Chicago Capital, LLC 10
TD Securities (USA) LLC 10
Polianta Ltd 10
Annapolis Financial Services, LLC 10
Nwq Investment Management Company, Llc 10
Intrua Financial, LLC 10
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 10
Herold Advisors, Inc. 10
Hcim Trust 10
Global Strategic Investment Solutions, LLC 10
Stonehage Fleming (uk) Ltd 10
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 10
Cvi Holdings, Llc 10
Quantessence Capital LLC 10
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 10
Ab Pooling Portfolios 10
Lebenthal Global Advisors, LLC 10
ICICI Prudential Asset Management Co Ltd 10
Altus Wealth Group LLC 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 10
Kleinwort Benson Investors Dublin Ltd 10
Kassirer Asset Management Corp 10
Crawford Investment Counsel Inc 10
Investment Counselors Of Maryland Llc 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
Bruderman Asset Management, LLC 10
Condor Capital Management 10
OneAscent Financial Services LLC 10
Nair Vinay 10
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 10
Safeguard Financial, LLC 10
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 10
AlphaStar Capital Management, LLC 10
Altium Wealth Management LLC 10
Chesapeake Wealth Management 10
Clifford Swan Investment Counsel Llc 10
Marsico Capital Management Llc 10
Toews Corp /adv 10
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 10
RPg Family Wealth Advisory, LLC 10
United Asset Strategies, Inc. 10
Senvest Management, LLC 10
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 10
Lipe & Dalton 10
Simmons Bank 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
Team Hewins, LLC 10
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10
McGlone Suttner Wealth Management, Inc. 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 10
Bank of New Hampshire 10
Hoxton Financial, Inc. 10
Camden Asset Management L P /ca 10
Insigneo Advisory Services, Llc 10
AJOVista, LLC 10
Duquesne Family Office LLC 10
Easterly Investment Partners Llc 10
Godsey & Gibb Associates 10
Genesee Valley Trust Co 10
Thematics Asset Management 10
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 10
Mendel Money Management 10
Taurus Asset Management, Llc 10
Capital Group Investment Management Pte. Ltd. 10
PartnerRe Asset Management CORP 10
Scarborough Advisors, LLC 10
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 10
Bnp Paribas 10
Luminus Management Llc 10
Wealthbridge Capital Management, Llc 10
Crescent Capital Consulting, LLC 10
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 10
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 10
Register Financial Advisors LLC 10
Freedom Wealth Alliance, Llc 10
EHP Funds Inc. 10
Banco BTG Pactual S.A. 10
SageView Advisory Group, LLC 10
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 10
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 10
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 10
Kms Financial Services, Inc 10
Cooper Investors Pty Ltd 10
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 10
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 10
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 10
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 10
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 10
Fullerton Fund Management Co Ltd 10
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 10
Hound Partners, LLC 10
Northern Oak Wealth Management Inc 10
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 10
Dalton Greiner Hartman Maher & Co 10
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 10
Wilmington Trust Co 10
Perpetual Investment Management Ltd 10
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 10
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 10
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 10
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 10
S&co Inc 10
Morton Brown Family Wealth, LLC 10
Passport Capital, LLC 10
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 10
Measured Wealth Private Client Group, LLC 10
LGT Fund Management Co Ltd. 10
Barrett & Company, Inc. 10
High Point Bank & Trust Co 10
Brown Shipley& Co Ltd 10
Mjp Associates Inc /adv 10
Summit Financial, LLC 10
Bowen Hanes & Co Inc 10
Findlay Park Partners LLP 10
Aris Wealth Services, Inc. 10
VVMCX - VALIC Co I - Mid Cap Value Fund 10
Silicon Valley Capital Partners 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
Hirtle Callaghan & Co LLC 10
North Capital, Inc. 10
Horizon Investment Services, LLC 10
F/M Investments LLC 10
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 10
Sio Capital Management, LLC 10
Cowen Prime Services LLC 10
Nkcfo Llc 10
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 10
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 10
VVSGX - VALIC Co I - Small Cap Growth Fund 10
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 10
Eagle Ridge Investment Management 10
Adirondack Trust Co 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 10
Hillhouse Capital Advisors, Ltd. 10
Standard Life Investments LTD 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 10
Norris Perne & French Llp/mi 10
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 10
Nuveen Nasdaq 100 Dynamic Overwrite Fund 10
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 10
Cheyne Capital Management (UK) LLP 10
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 10
Marks Group Wealth Management, Inc 10
Mine & Arao Wealth Creation & Management, LLC. 10
Financial Enhancement Group LLC 10
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 10
Advanced Series Trust - Ast High Yield Portfolio 10
Wealth Alliance 10
Segment Wealth Management, LLC 10
Nova Wealth Management, Inc. 10
GSB Wealth Management, LLC 10
Trust Department Mb Financial Bank N A 10
Ramirez Asset Management, Inc. 10
Marshall Financial Group LLC 10
Hikari Tsushin, Inc. 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
Conestoga Capital Advisors, LLC 10
Gf Fund Management Co. Ltd. 10
AlphaCore Capital LLC 10
Financial Advisory Corp /ut/ /adv 10
Graticule Asia Macro Advisors LLC 10
Wilmington Trust, National Association 10
Alphasimplex Group, Llc 10
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 10
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 10
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 10
First Command Bank 10
Lion Street Advisors, LLC 10
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 10
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 10
Level Financial Advisors, Inc. 10
Kathmere Capital Management, LLC 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 10
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 10
Fortis Capital Management LLC 10
Nuance Investments, Llc 10
Ovata Capital Management Ltd 10
First Command Financial Services, Inc. 10
CCLA Investment Management Ltd 10
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 10
Concert Wealth Management Inc. 10
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 10
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 10
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 10
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 10
CR Intrinsic Investors, LLC 10
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 10
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 10
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 10
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 10
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 10
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 10
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 10
Taconic Capital Advisors LP 10
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 10
Coronation Fund Managers Ltd. 10
Sterling Investment Advisors, Ltd. 10
Aviso Financial Inc. 10
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 10
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 10
Wilmington Trust Investment Management, LLC 10
Hohimer Wealth Management, Llc 10
John Hancock Funds II - Science & Technology Fund Class NAV 10
Main Street Financial Solutions, LLC 10
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 10
Cutter & CO Brokerage, Inc. 10
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 10
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 10
Phocas Financial Corp. 10
Cedar Wealth Management, LLC 10
Putney Financial Group LLC 10
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 10
Cambiar Investors Llc 10
Li Winifred I 10
LM Advisors LLC 10
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 10
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 10
LBA Wealth Management, LLC 10
Skaana Management L.P. 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 10
Lowe Wealth Advisors, LLC 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
Ameriflex Group, Inc. 10
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 10
Sullivan, Bruyette, Speros & Blaney, LLC 10
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 10
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 10
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 10
Maple Capital Management, Inc. 10
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 10
Marathon Capital Management 10
La Financiere De L'echiquier 10
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 10
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
Peoples Financial Services Corp. 10
Capital A Wealth Management, LLC 10
Cranbrook Wealth Management, LLC 10
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 10
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 10
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 10
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 10
Global Assets Advisory, LLC 10
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 10
Cca Investments Trust 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 10
Crowley Wealth Management, Inc. 10
Blackhawk Capital Partners LLC. 10
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 10
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 10
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 10
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 10
FDO Partners, LLC 10
Clarkston Capital Partners, LLC 10
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 10
Polymer Capital Management (US) LLC 10
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 10
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 10
Pinnacle Wealth Management Advisory Group, LLC 10
Fosun International Ltd 10
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 10
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 10
RFG Advisory, LLC 10
Obermeyer Wood Investment Counsel, Lllp 10
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 10
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 10
Grandfield & Dodd, Llc 10
Lynx Investment Advisory 10
Bear Mountain Capital, Inc. 10
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 10
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 10
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 10
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 10
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 10
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 10
John Hancock Hedged Equity & Income Fund 10
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 10
Decade Capital Management Llc 10
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 10
Decatur Capital Management, Inc. 10
Triangle Securities Wealth Management 10
6 Meridian 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 10
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 10
Cypress Capital Group 10
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 10
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 10
Capital International Ltd /ca/ 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 10
Mirador Capital Partners LP 10
Bancroft Fund Ltd 10
Nations Financial Group Inc, /ia/ /adv 10
Oliver Luxxe Assets LLC 10
Fft Wealth Management Llc 10
Schwartz Investment Counsel Inc 10
BSW Wealth Partners 10
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 10
Hedeker Wealth, LLC 10
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 10
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 10
SGPIX - Profunds - Small-cap Growth Profund Investor Class 10
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
Heritage Trust Co 10
Kalos Management, Inc. 10
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 10
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 10
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 10
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 10
SVPIX - Profunds - Small-cap Value Profund Investor Class 10
C WorldWide Group Holding A/S 10
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 10
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 10
Diamond Hill Capital Management Inc 10
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 10
Third Point LLC 10
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 10
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 10
Bank Of Nova Scotia Trust Co 10
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 10
Alpha Cubed Investments, LLC 10
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 10
EFG Asset Management (North America) Corp. 10
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 10
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 10
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
Beryl Capital Management LLC 10
MERVX - MERGER FUND VL - The Merger Fund VL 10
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 10
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 10
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 10
Meritage Group LP 10
Guyasuta Investment Advisors Inc 10
LKFIX - LKCM Funds - LKCM Fixed Income Fund 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 10
FEDERATED CORE TRUST - High Yield Bond Portfolio 10
Atala Financial Inc 10
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 10
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 10
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 10
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 10
Euclid Advisors LLC 10
Two Roads Shared Trust - APEX HealthCare ETF 10
Capital International Inc /ca/ 10
Lakeview Capital Partners, LLC 10
Modern Wealth Management, LLC 10
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 10
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 10
Appleton Partners Inc/ma 10
Ashford Capital Management Inc 10
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 10
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 10
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 10
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 10
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 10
Thomas White International Ltd 10
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 10
Argentus Capital Management, LLC 10
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
New Covenant Trust Company, N.A. 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 10
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 10
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 10
Orrstown Financial Services Inc 10
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 10
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 10
MD Financial Management Inc. 10
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 10
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 10
Financial Engines Advisors L.L.C. 10
Philadelphia Trust Co 10
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 10
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 10
Texas Yale Capital Corp. 10
Wood Tarver Financial Group, LLC 10
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 10
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Maryland Capital Advisors Inc. 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 10
Ford Financial Group, LLC 10
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 10
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 10
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 10
Trust For Advisor Solutions 10
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 10
Foster Dykema Cabot & Co Inc/ma 10
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 10
Cary Street Partners Asset Management Llc 10
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 10
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 10
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 10
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 10
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 10
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 10
Hilltop National Bank 10
BLI - Banque de Luxembourg Investments 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 10
Anchor Capital Advisors Llc 9
Inverness Counsel Llc /ny/ 9
Pacific Capital Wealth Advisors, Inc 9
Centricity Wealth Management, LLC 9
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 9
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 9
Tekla Healthcare Investors 9
Argent Advisors, Inc. 9
VMCVX - VALIC Co II - Mid Cap Value Fund 9
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 9
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 9
PAX Financial Group, LLC 9
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 9
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 9
Sante Capital Fund, LP 9
British Airways Pensions Investment Management Ltd 9
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 9
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 9
Nippon Life Insurance Co 9
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 9
Annex Advisory Services, LLC 9
Engrave Wealth Partners LLC 9
Mar Vista Investment Partners Llc 9
Bray Capital Advisors 9
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 9
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 9
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 9
Delphi Private Advisors LLC 9
Evelyn Partners Investment Management Services Ltd 9
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 9
Woodmont Investment Counsel Llc 9
RiverPark Advisors, LLC 9
Highstreet Asset Management Inc. 9
Cordasco Financial Network 9
Magnolia Capital Advisors Llc 9
Calamos Long/Short Equity & Dynamic Income Trust 9
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 9
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 9
State of New Jersey Common Pension Fund A 9
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 9
Clough Capital Partners L P 9
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 9
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 9
First National Trust Co 9
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 9
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 9
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 9
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 9
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 9
Glg Inc. 9
Crews Bank & Trust 9
Comprehensive Financial Consultants Institutional, Inc. 9
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 9
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 9
TT International Asset Management LTD 9
Oppenheimer Global Multi Strategies Fund 9
Spouting Rock Asset Management, LLC 9
Nippon Life Global Investors Americas, Inc. 9
Walled Lake Planning & Wealth Management, Llc 9
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 9
MFCPX - M FUND INC - M Capital Appreciation Fund 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 9
New Jersey Better Educational Savings Trust 9
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 9
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 9
Cetera Trust Company, N.A 9
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 9
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 9
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 9
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 9
Voya Senior Income Fund 9
Accent Capital Management, LLC 9
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 9
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 9
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 9
Timpani Capital Management LLC 9
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 9
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 9
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 9
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 9
Snyder Capital Management L P 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 9
CenturyLink Investment Management Co 9
Wintrust Investments Llc 9
WESPAC Advisors, LLC 9
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 9
Busey Wealth Management 9
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 9
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 9
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 9
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 9
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 9
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 9
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 9
Fir Tree Capital Management Lp 9
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 9
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 9
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 9
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 9
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 9
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 9
Waterloo Capital, L.P. 9
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 9
Blue Bell Private Wealth Management, Llc 9
Capital Investment Advisors, LLC 9
Forte Capital Llc /adv 9
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 9
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 9
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 9
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 9
Criterion Capital Advisors, Llc 9
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 9
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 9
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 9
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 9
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 9
BLB&B Advisors, LLC 9
Linscomb & Williams, Inc. 9
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 9
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
Barnett & Company, Inc. 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 9
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 9
1492 Capital Management LLC 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
Ellsworth Growth & Income Fund Ltd 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
Three Peaks Capital Management, LLC 9
Blackstone / Gso Floating Rate Enhanced Income Fund 9
Investors Capital Advisory Services 9
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 9
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF 9
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 9
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 9
North Point Portfolio Managers Corp/oh 9
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 9
Cove Street Capital, LLC 9
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 9
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 9
GM Advisory Group, Inc. 9
Eaton Vance Tax-managed Diversified Equity Income Fund 9
Davis R M Inc 9
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 9
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 9
Kera Capital Partners, Inc. 9
Spectrum Asset Management, Inc. (NB/CA) 9
Apriem Advisors 9
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 9
Stonebridge Financial Group, LLC 9
FAINX - MSS Series Trust - Fallen Angels Income Fund 9
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 9
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 9
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 9
Wade G W & Inc 9
American Financial Network Advisory Services Llc 9
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 9
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 9
Pure Financial Advisors, Inc. 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 9
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 9
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF 9
Hobbs Group Advisors, LLC 9
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 9
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 9
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 9
US Asset Management LLC 9
Granite Point Capital Management, L.P. 9
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 9
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 9
Riverbridge Partners Llc 9
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 9
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 9
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 9
Bainco International Investors 9
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 9
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 9
Osborne Partners Capital Management, Llc 9
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 9
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 9
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 9
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 9
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 9
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 9
Planned Solutions, Inc. 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Cornerstone Strategic Value Fund Inc 9
Horizon Financial Services, Llc 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
Lloyds Banking Group plc 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
Badgley Phelps Wealth Managers, LLC 9
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 9
Clarus Wealth Advisors 9
Carleon Capital Partners LLC 9
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 9
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 9
Pinnacle Summer Investments, Inc. 9
Platinum Investment Management Ltd 9
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 9
Advance Capital I Inc 9
Eisler Capital Management Ltd. 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 9
Oppenheimer Global Multi-asset Growth Fund 9
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 9
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 9
Channing Capital Management, LLC 9
Trellus Management Company, LLC 9
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 9
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 9
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 9
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 9
XR Securities LLC 9
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 9
Strategic Wealth Advisors Group, LLC 9
XTH - SPDR SERIES TRUST - SPDR S&P Technology Hardware ETF 9
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 9
Park Avenue Institutional Advisers LLC 9
Manteio Capital LLC 9
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 9
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 9
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 9
Keystone Financial Group 9
Leuthold Group, Llc 9
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 9
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 9
TIMOTHY PLAN - Timothy Strategic Variable 9
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 9
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 9
Thomas J. Herzfeld Advisors, Inc. 9
McClarren Financial Advisors, Inc. 9
Artal Group S.A. 9
RobecoSam USA, Inc. 9
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 9
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 9
Legacy Wealth Managment, LLC/ID 9
Pin Oak Investment Advisors Inc 9
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 9
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 9
TriaGen Wealth Management LLC 9
Callan Capital, LLC 9
Birch Hill Investment Advisors LLC 9
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 9
Rs Investment Trust 9
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 9
ARS Investment Partners, LLC 9
Carolina Wealth Advisors, LLC 9
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 9
Uncommon Cents Investing LLC 9
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 9
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 9
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 9
Meridiem Capital Partners LP 9
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 9
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 9
Maxi Investments CY Ltd 9
Shenkman Capital Management Inc 9
Uniplan Investment Counsel, Inc. 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 9
RWM Asset Management, LLC 9
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Phoenix Wealth Advisors 9
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 9
Beaumont Financial Partners, LLC 9
RGT Wealth Advisors, LLC 9
Burns Matteson Capital Management, LLC 9
Retireful, LLC 9
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 9
Astrantus Ltd 9
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 9
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 9
Tema Etfs Llc 9
Hartline Investment Corp/ 9
Missouri Trust & Investment Co 9
Cypress Advisory Group LLC 9
Beck Mack & Oliver Llc 9
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 9
Buckhead Capital Management Llc 9
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 9
Financial Network Wealth Management LLC 9
MMCAP International Inc. SPC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
Legacy Investment Solutions, LLC 9
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 9
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 9
Synergy Financial Management, LLC 9
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 9
Tower Bridge Advisors 9
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 9
Signature Estate & Investment Advisors Llc 9
Barometer Capital Management Inc. 9
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 9
Simplify Asset Management Inc. 9
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 9
PharVision Advisers, LLC 9
Fortis Advisors, LLC 9
Kingfisher Capital LLC 9
Southpoint Capital Advisors LP 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
JBF Capital, Inc. 9
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 9
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 9
FSM Wealth Advisors, LLC 9
InterOcean Capital Group, LLC 9
Seldon Capital Lp 9
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 9
PENN SERIES FUNDS INC - Mid Cap Value Fund 9
PENN SERIES FUNDS INC - Small Cap Growth Fund 9
Balter Liquid Alternatives, LLC 9
Gilbert & Cook, Inc. 9
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 9
Cypress Asset Management Inc/tx 9
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 9
True North Advisors, LLC 9
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 9
Guardian Investor Services Llc 9
Wellington Shields & Co., LLC 9
Point72 Europe (London) LLP 9
NinePointTwo Capital 9
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 9
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 9
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 9
Miura Global Management, LLC 9
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 9
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 9
Amica Pension Fund Board Of Trustees 9
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 9
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 9
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 9
EMC Capital Management 9
Bbr Partners, Llc 9
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 9
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 9
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 9
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 9
Keeley-Teton Advisors, LLC 9
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 9
Fairscale Capital, LLC 9
Flow Traders U.s. Llc 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
Fairfield Financial Advisors, LTD 9
Sender Co & Partners, Inc. 9
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 9
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 9
Gabelli Global Small & Mid Cap Value Trust 9
Tru Independence Asset Management 2, Llc 9
Kohlberg Kravis Roberts & Co. L.P. 9
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 9
Dixon Mitchell Investment Counsel Inc. 9
CQS Cayman LP 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 9
Legacy Wealth Asset Management, LLC 9
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 9
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 9
Temasek Holdings (Private) Ltd 9
Kiley Juergens Wealth Management, Llc 9
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 9
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 9
Ada Investment Management, LP 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
Samlyn Capital, Llc 9
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 9
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 9
PDS Planning, Inc 9
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 9
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 9
Alaethes Wealth LLC 9
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 9
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 9
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 9
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 9
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 9
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 9
Nicolet Bankshares Inc 9
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 9
Jamison Private Wealth Management, Inc. 9
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 9
PACIFIC SELECT FUND - Growth Portfolio Class I 9
Wendell David Associates Inc 9
Fenimore Asset Management Inc 9
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 9
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 9
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 9
Ark Investment Management Llc 9
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 9
Value Holdings Management Co. Llc 9
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 9
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 9
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 9
Meyer Handelman Co 9
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF 9
West Family Investments, Inc. 9
Cpwm, Llc 9
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 9
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 9
Exos TFP Holdings LLC 9
Thornburg Investment Management Inc 9
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 9
Drive Wealth Management, Llc 9
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 9
General Partner, Inc. 9
Rs Variable Products Trust 9
Creative Capital Management Investments LLC 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
Orser Capital Management, Llc 9
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 9
Masters Capital Management Llc 9
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 9
Daymark Wealth Partners, Llc 9
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 9
Icon Wealth Advisors, LLC 9
Steelhead Partners Llc 9
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 9
MidWestOne Financial Group, Inc. 9
Jump Trading, Llc 9
Howard Capital Management Inc. 9
Omni Partners Llp 9
Lyell Wealth Management, Lp 9
ICONIQ Capital, LLC 9
New England Capital Financial Advisors LLC 9
FourThought Financial Partners, LLC 9
Horizon Kinetics Asset Management Llc 9
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 9
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 9
Nicolet Advisory Services, Llc 9
Somerville Kurt F 9
Garda Capital Partners Lp 9
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 9
MainStreet Investment Advisors LLC 9
Mid Atlantic Financial Management Inc/adv 9
Bridge City Capital, LLC 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
Brandywine Oak Private Wealth Llc 9
Boenning & Scattergood, Inc. 9
Alpha Quant Advisors, Llc 9
Foundations Investment Advisors, LLC 9
MorganRosel Wealth Management, LLC 9
Nalls Sherbakoff Group, Llc 9
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 9
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 9
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
VCBDX - VALIC Co I - Core Bond Fund 9
Abundance Wealth Counselors 9
VVSCX - VALIC Co I - Small Cap Value Fund 9
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 9
Maplelane Capital, Llc 9
Selective Wealth Management, Inc. 9
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 9
Palmer Knight Co 9
SlateStone Wealth, LLC 9
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 9
9258 Wealth Management, LLC 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Grey Street Capital, LLC 9
Invesco Senior Loan Fund 9
Strategic Investment Advisors / MI 9
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 9
Tcg Advisors, Lp 9
Israel Discount Bank Of New York /gfn 9
Vectors Research Management, LLC 9
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 9
Ironbridge Funds, Inc. 9
Blackstone / Gso Long-short Credit Income Fund 9
Dfpg Investments, Llc 9
Landsberg, Bennett, & Dubbaneh LLC 9
Arcadia Investment Advisors Llc 9
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 9
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 9
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 9
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 9
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 9
Cornerstone Advisors, LLC 9
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 9
Madison Asset Management, LLC 9
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 9
PSI Advisors, LLC 9
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 9
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 9
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 9
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 9
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 9
Fayez Sarofim & Co 9
Parcion Private Wealth LLC 9
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 9
Rothschild Investment Corp /il 9
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 9
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 9
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 9
Financial Synergies Wealth Advisors, Inc. 9
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 9
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 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
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 9
Delos Wealth Advisors, LLC 9
Delphi Management Inc /ma/ 9
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 9
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 9
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 9
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 9
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 9
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 9
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 9
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 8
SevenBridge Financial Group, LLC 8
Capital Management Associates /ny/ 8
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 8
Shaker Investments Llc/oh 8
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 8
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 8
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 8
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 8
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 8
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 8
Field & Main Bank 8
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 8
Ohio National Investments, Inc. 8
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 8
Decker Retirement Planning Inc. 8
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 8
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 8
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 8
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 8
Edmond De Rothschild (suisse) S.a. 8
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 8
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 8
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 8
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 8
Havens Advisors Llc 8
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 8
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 8
Private Capital Advisors, Inc. 8
Woodley Farra Manion Portfolio Management Inc 8
Murphy Capital Management Inc 8
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 8
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 8
Dividend Asset Capital, Llc 8
Sphera Funds Management Ltd. 8
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 8
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 8
Reliance Trust Co Of Delaware 8
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 8
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
Americafirst Capital Management, Llc 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 8
VSSGX - VALIC Co I - Small-Mid Growth Fund 8
Intellectus Partners, LLC 8
Pointe Capital Management LLC 8
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 8
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 8
Mechanics Bank Trust Department 8
Eaton Vance Short Duration Diversified Income Fund 8
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 8
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 8
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 8
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 8
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 8
Israel Discount Bank of New York 8
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 8
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 8
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 8
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 8
Hermes Investment Management Ltd 8
Juncture Wealth Strategies, Llc 8
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 8
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 8
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 8
1st Source Bank 8
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 8
Iron Financial, LLC 8
Springbank Value Partners Lp 8
Falcon Point Capital, Llc 8
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 8
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 8
Argent Financial Group, Inc. 8
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 8
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 8
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 8
Painted Porch Advisors LLC 8
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 8
Moody Aldrich Partners Llc 8
Horizons Etf Trust I 8
Wells Fargo Multi-sector Income Fund 8
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 8
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 8
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 8
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 8
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
Mariner Investment Group Llc 8
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 8
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 8
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 8
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 8
Eaton Vance Enhanced Equity Income Fund 8
Tekla Life Sciences Investors 8
Putnam Master Intermediate Income Trust 8
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 8
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 8
BlackRock ETF Trust II - BlackRock Total Return ETF 8
Baker Chad R 8
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 8
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 8
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 8
Sector Gamma As 8
Able Wealth Management LLC 8
Klingman & Associates, LLC 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
Northwest Capital Management Inc 8
Main Street Group, LTD 8
Arjuna Capital 8
DeDora Capital, Inc. 8
Marxe Austin W & Greenhouse David M 8
Ilex Capital Partners (UK) LLP 8
Delta Global Management LP 8
Signal Advisors Wealth, LLC 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
Skye Global Management LP 8
CapWealth Advisors, LLC 8
Premia Global Advisors, Llc 8
Fort Baker Capital Management LP 8
Seelaus Asset Management LLC 8
Acorn Wealth Advisors, LLC 8
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 8
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 8
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 8
Aua Capital Management, Llc 8
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 8
Rheos Capital Works Inc. 8
Arnhold LLC 8
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 8
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 8
Altium Capital Management LP 8
Locust Wood Capital Advisers, Llc 8
IBOT - VanEck ETF Trust - VanEck Robotics ETF 8
Horizon Kinetics LLC 8
Quinn Opportunity Partners LLC 8
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 8
PPM Funds - PPM Floating Rate Income Fund (Inst) 8
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 8
Atika Capital Management LLC 8
Eukles Asset Management 8
Lavaca Capital Llc 8
Corsair Capital Management, L.p. 8
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 8
Roman Butler Fullerton & Co 8
Grandview Asset Management LLC 8
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 8
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 8
PCA Investment Advisory Services Inc. 8
Pine Valley Investments Ltd Liability Co 8
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 8
Quintet Private Bank (Europe) S.A. 8
Eaton Vance Enhanced Equity Income Fund Ii 8
Dougherty Wealth Advisers LLC 8
Nilsine Partners, LLC 8
Insight Wealth Strategies, LLC 8
Sargent Investment Group, LLC 8
Paradigm Financial Partners, Llc 8
Reston Wealth Management Llc 8
Rock Springs Capital Management LP 8
TrinityPoint Wealth, LLC 8
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 8
First National Bank of South Miami 8
Tilt Investment Management Holdings, PBC 8
STXK - EA Series Trust - Strive Small-Cap ETF 8
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 8
Semmax Financial Advisors Inc. 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 8
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 8
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 8
Milestone Investment Advisors LLC 8
Meridian Wealth Advisors, LLC 8
Coppell Advisory Solutions Corp. 8
Athos Capital Ltd 8
Outlook Wealth Advisors, LLC 8
Governors Lane LP 8
Fortis Capital Advisors, LLC 8
Human Investing LLC 8
Aequim Alternative Investments LP 8
Cypress Capital, LLC 8
Lake Point Wealth Management 8
Fulcrum Equity Management 8
Cohanzick Management, Llc 8
Invesco Senior Income Trust 8
Wealthsource Partners, Llc 8
Plancorp, LLC 8
Waddell & Reed Advisors Funds 8
Adams Diversified Equity Fund, Inc. 8
Dodge & Cox 8
New Hampshire Trust 8
Alliance Wealth Advisors, LLC /UT 8
Baldrige Asset Management LLC 8
Cassaday & Co Wealth Management LLC 8
Glass Jacobson Investment Advisors llc 8
Thor Advisors, Llc 8
Enterprise Trust & Investment Co 8
Cognios Capital, LLC 8
Clear Creek Financial Management, LLC 8
Good Life Advisors, LLC 8
ASB Consultores, LLC 8
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 8
Principle Wealth Partners Llc 8
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 8
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 8
Brewin Dolphin Wealth Management Ltd 8
Ramius Advisors Llc 8
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 8
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 8
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 8
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 8
First National Advisers, LLC 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 8
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 8
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 8
Castle Wealth Management Llc 8
Transatlantique Private Wealth Llc 8
Elk Creek Partners, LLC 8
Financial Advisors Network, Inc. 8
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 8
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 8
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 8
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 8
Mountain Capital Investment Advisors, Inc 8
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 8
Spartan Planning & Wealth Management 8
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
FSC Wealth Advisors, LLC 8
Impax Asset Management (AIFM) Ltd 8
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 8
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 8
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
Wrapmanager Inc 8
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 8
City State Bank 8
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 8
Harris Associates L P 8
Bristlecone Advisors, LLC 8
Fiduciary Management Associates Llc 8
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 8
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 8
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 8
Douglas Lane & Associates, LLC 8
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 8
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 8
First Community Trust Na 8
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 8
Cardiff Park Advisors, Llc 8
Lifeworks Advisors, LLC 8
Blackston Financial Advisory Group, LLC 8
Delphia (USA) Inc. 8
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 8
Decheng Capital Management III (Cayman), LLC 8
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 8
Fifth Lane Capital, Lp 8
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 8
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 8
IFG Advisory, LLC 8
American Funds Insurance Series 8
VestGen Advisors, LLC 8
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 8
WESPAC Advisors SoCal, LLC 8
Stonegate Investment Group, LLC 8
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 8
CarsonAllaria Wealth Management, Ltd. 8
Difesa Capital Management, Lp 8
Privium Fund Management B.V. 8
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 8
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 8
Sandy Cove Advisors, LLC 8
Scissortail Wealth Management, LLC 8
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 8
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 8
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 8
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 8
Dixon Hubard Feinour & Brown Inc/va 8
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 8
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 8
GGBFX - GuideStone Funds - Global Bond Fund Investor 8
State Farm Mutual Automobile Insurance Co 8
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 8
Tirschwell & Loewy Inc 8
STFGX - Advisers Investment Trust - State Farm Growth Fund 8
Harvey Investment Co Llc 8
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 8
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 8
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 8
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 8
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 8
Smith, Salley & Associates 8
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 8
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 8
Platte River Capital LLC 8
Hunter Associates Investment Management Llc 8
Flaharty Asset Management, LLC 8
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 8
Mazama Capital Management Inc 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 8
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 8
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 8
Capital Counsel Llc/ny 8
Monetary Management Group Inc 8
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 8
VIOPX - VALIC Co I - International Opportunities Fund 8
Putnam ETF Trust - Putnam Sustainable Future ETF - 8
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 8
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 8
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 8
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 8
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 8
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 8
Hemenway Trust Co LLC 8
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 8
Private Advisory Group LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 8
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 8
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 8
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 8
Bellecapital International Ltd. 8
Hills Bank & Trust Co 8
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 8
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 8
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 8
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 8
GGIIX - GuideStone Funds - Global Impact Fund Investor 8
Searle & Co. 8
Regency Capital Management Inc.\DE 8
Stonnington Group, Llc 8
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 8
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 8
Park Square Financial Group, LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
Capital Investment Services of America, Inc. 8
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 8
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
Heritage Investors Management Corp 8
Mayflower Financial Advisors, LLC 8
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 8
Valley Brook Capital Group, Inc. 8
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 8
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 8
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 8
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 8
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 8
Kozak & Associates, Inc. 8
Investment Management Of Virginia Llc 8
S&t Bank/pa 8
Kowal Investment Group, LLC 8
Freemont Management S.A. 8
Norway Savings Bank 8
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 8
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 8
Courier Capital Llc 8
Fourth Dimension Wealth, LLC 8
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 8
Power Corp of Canada 8
PENN SERIES FUNDS INC - Developed International Index Fund 8
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 8
PENN SERIES FUNDS INC - Large Growth Stock Fund 8
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 8
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 8
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 8
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 8
2Xideas AG 8
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 8
CoreFirst Bank & Trust 8
Tiemann Investment Advisors, Llc 8
Montag & Caldwell, Llc 8
Northeast Financial Consultants Inc 8
Sax Wealth Advisors, Llc 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
Gratus Capital LLC 8
AQGNX - AQR Funds - AQR Global Equity Fund Class N 8
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 8
TCG Advisory Services, LLC 8
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 8
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 8
Monticello Wealth Management, Llc 8
Price Capital Management, Inc. 8
Balasa Dinverno & Foltz Llc 8
Ellsworth Advisors, LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
DB Wealth Management Group, LLC 8
Syverson Strege & Co 8
HMS Capital Management, LLC 8
Mizuho Markets Americas Llc 8
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 8
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 8
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 8
Tiger Eye Capital LLC 8
DSAM Partners (London) Ltd 8
Gallagher Fiduciary Advisors, LLC 8
Homrich & Berg 8
Bragg Financial Advisors, Inc 8
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 8
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 8
Legacy Financial Group LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 8
New Amsterdam Partners Llc/ny 8
Fwl Investment Management, Llc 8
Iron Horse Wealth Management, LLC 8
Cary Street Partners Financial Llc 8
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 8
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 8
Edge Asset Management, Inc 8
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 8
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 8
Brave Asset Management Inc 8
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 8
First Financial Bank - Trust Division 8
Pensionfund Sabic 8
Moreno Evelyn V 8
Rock Creek Group, LP 8
Bath Savings Trust Co 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 8
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 8
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 8
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 8
Hilton Capital Management, LLC 8
Truadvice, LLC 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 8
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 8
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 8
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 8
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF 8
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 8
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 8
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 8
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
Vontobel Asset Management Inc 8
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 8
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 8
Gierl Augustine Investment Management Inc 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 8
Fulcrum Asset Management LLP 8
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 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
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 8
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 8
GFS Advisors, LLC 8
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 8
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 8
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 8
Kiker Wealth Management, LLC 8
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 8
VEGN - ETF Series Solutions - US Vegan Climate ETF 8
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 8
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 8
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 8
Profunds - Profund Vp Biotechnology 8
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 8
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 8
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 8
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 8
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 8
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 8
Northstar Asset Management Llc 8
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 8
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 8
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 8
IMG Wealth Management, Inc. 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
UNIVEST FINANCIAL Corp 8
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 8
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 8
Divisar Capital Management LLC 8
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 8
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 8
Cim, Llc 8
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 8
Diker Management Llc 8
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 8
Reinhart Partners, Inc. 8
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 8
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 8
LMR Master Fund Ltd 8
Connor Clark & Lunn Investment Management Ltd 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 8
Paragon Capital Management LLC 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 8
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 8
Klingenstein Fields & Co Lp 8
Intersect Capital LLC 8
Mengis Capital Management, Inc. 8
Filbrandt Wealth Management, LLC 8
Stance Capital Llc 8
Zwj Investment Counsel Inc 8
PICTET BANK & TRUST Ltd 8
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 8
MADDEN SECURITIES Corp 8
Miracle Mile Advisors, LLC 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
Asymmetry Capital Management, L.P. 8
Haafor (Singapore) Pte. Ltd. 8
Alerus Financial Na 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
Becker Capital Management Inc 8
Manning & Napier Advisors Llc 8
Capital Advisory Group Advisory Services, LLC 8
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 8
Fedenia Advisers LLC 8
Kellner Capital, LLC 8
L2 Asset Management, LLC 8
West Coast Financial LLC 8
Soltis Investment Advisors LLC 8
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 8
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 8
Founders Capital Management 8
ProVise Management Group, LLC 8
Beacon Capital Management, Inc. 8
BlackRock Science & Technology Trust II 8
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 8
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 8
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 8
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 8
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 8
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 8
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 8
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 8
Cedar Mountain Advisors, LLC 8
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 8
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 8
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 8
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 8
Waters Parkerson & Co., Llc 8
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 8
Martin Currie Ltd 8
Watershed Asset Management, L.L.C. 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
Charter Trust Co 8
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 8
Factory Mutual Insurance Co 8
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 8
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 8
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 8
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 8
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 8
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 8
Blackrock Master Llc 8
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 8
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 7
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 7
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 7
Badgley Phelps & Bell Inc 7
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 7
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 7
Flossbach Von Storch Ag 7
Promus Capital, LLC 7
Brendel Financial Advisors LLC 7
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 7
TFG Advisers LLC 7
Acuta Capital Partners, Llc 7
Sowa Financial Group, Inc. 7
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 7
Integre Asset Management, LLC 7
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 7
Spearhead Capital Advisors, Llc 7
Horizon Funds - HORIZON EXPEDITION PLUS ETF 7
Mid Continent Capital Llc/il 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
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 7
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 7
Jarislowsky, Fraser Ltd 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 7
Dfa Investment Trust Co - The Continental Small Company Series 7
Howland Capital Management Llc 7
Gabelli ETFs Trust - Gabelli Asset ETF 7
Breton Hill Capital Ltd. 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 7
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 7
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 7
Trust Co Of Oklahoma 7
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 7
Nuveen Multi-Asset Income Fund 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 7
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 7
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 7
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 7
Deprince Race & Zollo Inc 7
ID Management A/S 7
Murchinson Ltd. 7
Foresight Group Ltd Liability Partnership 7
Traynor Capital Management, Inc. 7
Dreman Value Management, L L C 7
Quaero Capital S.A. 7
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 7
Evergreen Private Wealth LLC 7
Winslow Capital Management, LLC 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
Minot Wealth Management LLC 7
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 7
BKD Wealth Advisors, LLC 7
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 7
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 7
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
Everett Harris & Co /ca/ 7
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 7
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 7
United Advisor Group, LLC 7
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 7
America First Investment Advisors, LLC 7
Transform Wealth, LLC 7
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
Pegasus Partners Ltd. 7
Huntleigh Advisors, Inc. 7
Argus Investors' Counsel, Inc. 7
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 7
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 7
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 7
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 7
McNamara Financial Services, Inc. 7
MASTERINVEST Kapitalanlage GmbH 7
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 7
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 7
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 7
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
Zimmer Partners, LP 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 7
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 7
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 7
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7
Allianzgi Convertible & Income 2024 Target Term Fund 7
Thames Capital Management Llc 7
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 7
Bel Air Investment Advisors Llc 7
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 7
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 7
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 7
Farmers Trust Co 7
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 7
Southeast Asset Advisors Inc. 7
Brookside Capital Management Llc 7
ESL Trust Services, LLC 7
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 7
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 7
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 7
Putnam Premier Income Trust 7
BTC Capital Management, Inc. 7
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 7
Nuveen S&p 500 Buywrite Income Fund 7
Oppenheimer Discovery Mid Cap Growth Fund 7
Affinity Investment Advisors, Llc 7
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 7
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 7
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 7
Voya Global Equity Dividend & Premium Opportunity Fund 7
McAdams Wright Ragen, Inc. 7
Clal Insurance Enterprises Holdings Ltd 7
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 7
W.G. Shaheen & Associates DBA Whitney & Co 7
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 7
TRANSAMERICA FUNDS - Transamerica Core Bond I2 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
BlackRock ETF Trust - BlackRock Future Tech ETF 7
Ifrah Financial Services, Inc. 7
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 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
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 7
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
American National Insurance Co /tx/ 7
Retirement Wealth Solutions LLC 7
Chemical Bank 7
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 7
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 7
Eaton Vance Risk-managed Diversified Equity Income Fund 7
Balboa Wealth Partners 7
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF 7
Sentinel Variable Products Trust 7
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 7
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 7
Bessemer Securities Llc 7
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 7
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 7
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 7
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 7
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 7
Croft-leominster Inc 7
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 7
Legacy Capital Group California, Inc. 7
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 7
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 7
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 7
Crown Advisors Management, Inc. 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 7
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 7
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 7
Roberts Wealth Advisors, LLC 7
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 7
Halpern Financial, Inc. 7
Sfmg, Llc 7
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 7
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 7
Benson Investment Management Company, Inc. 7
Patton Albertson Miller Group, Llc 7
Tran Capital Management, L.p. 7
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 7
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 7
Ulland Investment Advisors, LLC 7
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 7
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 7
Btr Capital Management Inc 7
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 7
Capital Financial Planning, LLC 7
Cedar Brook Financial Partners, LLC 7
Aristotle Atlantic Partners, Llc 7
Sandhill Capital Partners LLC 7
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 7
Hamilton Point Investment Advisors, LLC 7
Sentinel Group Funds Inc 7
RPG Investment Advisory, LLC 7
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 7
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 7
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
Guggenheim Equal Weight Enhanced Equity Income Fund 7
Roberts Capital Advisors, LLC 7
Metatron Capital SICAV plc 7
Lumature Wealth Partners, LLC 7
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
Leap Investments Lp 7
Crabel Capital Management, LLC 7
Comerica Securities Inc 7
Veracity Capital LLC 7
Texas Capital Bank Wealth Management Services Inc 7
Farr Miller & Washington Llc/dc 7
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 7
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 7
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 7
V Wealth Advisors LLC 7
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 7
Hnp Capital Llc 7
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
MJT & Associates Financial Advisory Group, Inc. 7
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 7
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 7
NWK Group, Inc. 7
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 7
Barlow Wealth Partners, Inc. 7
Ramsay, Stattman, Vela & Price, Inc. 7
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 7
Icapital Wealth Llc 7
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 7
Empire Life Investments Inc. 7
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 7
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 7
Edmond De Rothschild Asset Management (france) 7
PENN SERIES FUNDS INC - Large Cap Value Fund 7
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 7
Mfs Special Value Trust 7
Bivin & Associates, Inc. 7
Texas Capital Bancshares Inc/tx 7
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 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
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 7
Lyon Street Capital, LLC 7
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 7
Financial Consulate, Inc 7
Patriot Investment Management Inc. 7
Westover Capital Advisors, LLC 7
Nordwand Advisors, LLC 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 7
PENN SERIES FUNDS INC - Large Cap Growth Fund 7
Apex Capital Management 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 7
Cooke & Bieler Lp 7
JNL SERIES TRUST - JNL Bond Index Fund (I) 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 7
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 7
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 7
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 7
Voya Global Advantage & Premium Opportunity Fund 7
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 7
Marco Investment Management Llc 7
Jasper Ridge Partners, L.P. 7
Cadian Capital Management, Lp 7
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 7
Marshall & Sullivan Inc /wa/ 7
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 7
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 7
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 7
True Link Financial Advisors, LLC 7
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 7
Asset Planning,Inc 7
Strategic Financial Concepts, LLC 7
Lynwood Capital Management Inc. 7
Summit Wealth Group, LLC 7
First Commonwealth Financial Corp /pa/ 7
Nuveen Fund Advisors, LLC 7
Fairman Group, LLC 7
Belmont Capital, LLC 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
Cypress Point Wealth Management, LLC 7
TCF National Bank 7
Appian Way Asset Management LP 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
Stuart Chaussee & Associates, Inc. 7
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 7
Chesapeake Capital Corp /il/ 7
Parian Global Management LP 7
Hyman Charles D 7
Wbh Advisory Inc 7
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
Kennebec Savings Bank 7
SILVER OAK SECURITIES, Inc 7
Rainier Investment Management Llc 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 7
Global Endowment Management, LP 7
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 7
Madison Investment Advisors, LLC 7
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 7
Sompo Japan Nipponkoa Asset Management Co.,ltd. 7
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 7
Cambria Investment Management, L.P. 7
Harbert Fund Advisors, Inc. 7
Minot DeBlois Advisors LLC 7
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 7
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 7
Partners Capital Investment Group, Llp 7
Davis-rea Ltd. 7
Peddock Capital Advisors, Llc 7
JTC Employer Solutions Trusteee Ltd 7
Legacy Capital Wealth Partners, LLC 7
EdgeRock Capital LLC 7
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 7
Stock Portfolio - Stock Portfolio 7
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 7
Elmwood Wealth Management, Inc. 7
RDA Financial Network 7
Imprint Wealth LLC 7
Gargoyle Investment Advisor L.L.C. 7
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 7
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 7
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 7
Tobias Financial Advisors, Inc. 7
CastleArk Alternatives, LLC 7
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 7
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 7
Prostatis Group LLC 7
Johanson Financial Advisors, Inc. 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
Stux Capital Management, LLC 7
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 7
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 7
San Luis Wealth Advisors LLC 7
LKEQX - LKCM Funds - LKCM Equity Fund 7
River Wealth Advisors LLC 7
Mascagni Wealth Management, Inc. 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 7
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 7
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 7
Lourd Capital, LLC 7
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
Kenfarb & Co. 7
Cai Capital Management, Inc. 7
Main Street Research LLC 7
Formula Growth Ltd 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
Cordatus Wealth Management LLC 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares 7
Triad Wealth Partners, LLC 7
Eagle Health Investments LP 7
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 7
LifePlan Financial Group, Inc 7
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 7
Eminence Capital, Lp 7
Financial Connections Group, Inc. 7
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Focus Financial Network, Inc. 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
Susquehanna International Group Ltd. 7
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 7
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 7
G&S Capital LLC 7
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
Krs Capital Management, Llc 7
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 7
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 7
Acrisure Capital Management, LLC 7
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 7
Taika Capital, LP 7
Windward Capital Management Co /ca 7
Wingate Wealth Advisors, Inc. 7
BancorpSouth Inc 7
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 7
GFG Capital, LLC 7
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 7
Green Alpha Advisors, LLC 7
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 7
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 7
NZS Capital, LLC 7
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 7
Hgk Asset Management Inc 7
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 7
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 7
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 7
Tritonpoint Wealth, Llc 7
Offit Capital Advisors Llc 7
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
Siena Capital Llc 7
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 7
Boussard & Gavaudan Investment Management LLP 7
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 7
Blackstone / Gso Senior Floating Rate Term Fund 7
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 7
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Lodge Hill Capital, LLC 7
Cohen & Steers, Inc. 7
Mitsubishi UFJ Asset Management (UK) Ltd. 7
Waverton Investment Management Ltd 7
NOINX - Northern Funds - Northern International Equity Index Fund 7
Ridgeworth Funds 7
Azimuth Capital Management LLC 7
one8zero8, LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 7
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 7
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 7
Pacific Ridge Capital Partners, LLC 7
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 7
Kemnay Advisory Services Inc. 7
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 7
CrestPoint Capital Management, LLC 7
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 7
Lord Abbett Developing Growth Fund, Inc. 7
Himco Variable Insurance Trust 7
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 7
Progressive Investment Management Corp 7
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 7
Iguana Healthcare Management, LLC 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
Harber Asset Management Llc 7
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 7
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 7
Strategic Wealth Designers 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 7
Mission Creek Capital Partners, Inc. 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
Provence Wealth Management Group 7
Laidlaw Wealth Management LLC 7
Heartland Bank & Trust Co 7
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 7
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 7
Dudley & Shanley, Inc. 7
Heritage Investment Group, Inc. 7
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 7
Richards, Merrill & Peterson, Inc. 7
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 7
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 7
Beaconlight Capital, Llc 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 7
Tower View Investment Management & Research LLC 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 7
Fortress Investment Group LLC 7
McKinley Carter Wealth Services, Inc. 7
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 7
Arthur M. Cohen & Associates, Llc 7
Blueprint Investment Partners LLC 7
Integrity Alliance, Llc. 7
BlackRock Private Investments Fund 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 7
Fractal Investments LLC 7
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 7
Camber Capital Management LP 7
Kessler Investment Group, LLC 7
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 7
Citizens Business Bank 7
Anderson Hoagland & Co 7
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 7
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 7
Gw Henssler & Associates Ltd 7
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 7
Chiron Capital Management, Llc 7
Vanguard Windsor Funds 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 7
Vontobel Swiss Wealth Advisors AG 7
Turner Funds 7
Gca Investment Management, Llc 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 7
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 7
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 7
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 7
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 7
CWA Asset Management Group, LLC 7
Sig Brokerage, Lp 7
Marble Harbor Investment Counsel, LLC 7
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 7
Junto Capital Management LP 7
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
Cardan Capital Partners, LLC 7
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 7
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 7
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 7
Oak Grove Capital LLC 7
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 7
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 7
Cornerstone Total Return Fund Inc 7
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 7
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 7
BlackRock ETF Trust II - BlackRock Flexible Income ETF 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
Snow Capital Management Lp 7
AIGH Capital Management LLC 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 7
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 7
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 7
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 7
Jackson Square Partners, LLC 7
Swedbank 7
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 7
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 7
Strategic Investment Management, Llc 7
Angeles Investment Advisors, LLC 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 7
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 7
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 7
Authentikos Wealth Advisory, LLC 7
Beutel, Goodman & Co Ltd. 7
Merriman Wealth Management, LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 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
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 7
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 7
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 7
Sanders Morris Harris Llc 7
Liberty Capital Management, Inc. 7
Dundas Partners LLP 7
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 7
Peak Financial Advisors Llc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 7
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 7
SCS Capital Management LLC 7
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 7
Honeywell International Inc 7
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 7
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 7
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 7
BCJ Capital Management, LLC 7
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 7
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 7
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 7
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 7
qPULA Trading Management LP 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
Farmers & Merchants Trust Co of Long Beach 7
Camden National Bank 7
Eaton Vance Tax Advantaged Global Dividend Income Fund 7
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 7
VCSBX - VALIC Co II - Strategic Bond Fund 7
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 7
Bright Rock Capital Management, Llc 7
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 7
SRN Advisors, LLC 7
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 7
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
Strategic Capital Alternatives LLC 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 7
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 7
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 7
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 7
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 7
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 7
Founders Financial Securities Llc 7
TAMRO Capital Partners LLC 7
VLCGX - VALIC Co I - Large Capital Growth Fund 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 7
Torray Llc 7
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 7
Sand Hill Global Advisors, LLC 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 7
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 7
Private Bank & Trust Co 7
VSM Wealth Advisory, LLC 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
Black Swift Group, LLC 7
Kempen Capital Management N.v. 7
Rowland Carmichael Advisors Inc /adv 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 7
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 7
Richard W. Paul & Associates, LLC 7
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 7
SeaBridge Investment Advisors LLC 7
McGuire Investment Group, LLC 7
Burleson & Company, LLC 7
Franklin Street Advisors Inc /nc 7
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 7
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class 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
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 7
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 7
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 7
FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund 7
Front Street Capital Management, Inc. 7
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 7
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 7
RiverFront Investment Group, LLC 7
Gagnon Securities Llc 7
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 7
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
Trust Co 7
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 7
BluePath Capital Management, LLC 7
Wayfinding Financial, LLC 7
Legacy Bridge, LLC 7
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 7
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares 7
Parvin Asset Management, LLC 7
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 7
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 7
Everhart Financial Group, Inc. 7
Quest Investment Management Llc 7
Acima Private Wealth, Llc 7
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 7
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 7
Nan Shan Life Insurance Co., Ltd. 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
Apexium Financial, Lp 7
Highview Capital Management LLC/DE/ 7
Options Solutions, Llc 7
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 7
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 7
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 7
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 7
Lumina Fund Management LLC 7
Wealth Preservation Advisors, LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 7
Aspiriant, Llc 7
Papp L Roy & Associates 7
Custom Index Systems, Llc 7
Mizuho Securities Co. Ltd. 7
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 7
JT Stratford LLC 7
Ninety One SA (PTY) Ltd 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 7
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 7
WealthPlan Investment Management, LLC 7
Brandes Investment Partners, Lp 7
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 7
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 7
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 7
Mattson Financial Services, LLC 7
Hodges Capital Management Inc. 7
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 7
Ulysses Management LLC 7
Wealthgarden F.s. Llc 7
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 7
Armbruster Capital Management, Inc. 7
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 7
Renaissance Investment Group LLC 7
Taylor Hoffman Wealth Management 7
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 7
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 7
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 7
Westerly Capital Management, Llc 7
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 7
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 7
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
Wells Fargo Global Dividend Opportunity Fund 7
Privium Fund Management (UK) Ltd 7
JDM Financial Group LLC 7
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 7
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 7
Dean Capital Management 7
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 7
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 7
AMH Equity Ltd 7
RBB FUND, INC. - Aquarius International Fund 7
Western Wealth Management, LLC 7
Reby Advisors, LLC 7
Rice Partnership, LLC 7
Casdin Capital, LLC 7
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 7
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 7
Tandem Capital Management Corp /adv 7
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 7
Samalin Investment Counsel, LLC 7
Bck Capital Management Lp 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 7
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 7
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 7
Prudent Man Advisors, LLC 7
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 7
Clearbridge, Llc 7
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 7
Lvm Capital Management Ltd/mi 7
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 7
Coastal Bridge Advisors, LLC 7
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 7
Advanced Portfolio Management, LLC 7
Opus Capital Group, LLC 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
Paladin Advisory Group, LLC 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 7
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
POM Investment Strategies, LLC 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
E&G Advisors, LP 6
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
Sugar Maple Asset Management, LLC 6
Fragasso Group Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 6
Monte Financial Group, LLC 6
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 6
First Trust High Income Long/short Fund 6
Mawer Investment Management Ltd. 6
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 6
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 6
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 6
Pekin Hardy Strauss, Inc. 6
Naples Global Advisors, Llc 6
Little House Capital Llc 6
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 6
Buck Wealth Strategies, LLC 6
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 6
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 6
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 6
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 6
Tectonic Advisors Llc 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
Peloton Wealth Strategists 6
Atalanta Sosnoff Capital, Llc 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
Clark Estates Inc/ny 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
Pacific Global Investment Management Co 6
Adams Wealth Management 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 6
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 6
Flagship Wealth Advisors, Llc 6
Old Mission Capital, Llc 6
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class 6
Profunds - Profund Vp Technology 6
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 6
Lafayette Investments, Inc. 6
My Legacy Advisors, LLC 6
Nokomis Capital, L.L.C. 6
Arosa Capital Management LP 6
Suncoast Equity Management 6
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 6
Cruiser Capital Advisors, Llc 6
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 6
Kalmar Investments Inc /de/ 6
Bell Bank 6
Dempze Nancy E 6
Bares Capital Management, Inc. 6
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 6
Compton Wealth Advisory Group, LLC 6
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 6
Breakwater Investment Management 6
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
ARKK - Ark ETF Trust - ARK Innovation ETF 6
Spinnaker Trust 6
Mitchell Capital Management Co 6
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 6
TruNorth Capital Management, LLC 6
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 6
BRUFX - Bruce Fund Inc - Bruce Fund 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
Palouse Capital Management, Inc. 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 6
CVAR - ETF Opportunities Trust - Cultivar ETF 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
Cypress Capital Management Llc 6
Howard Capital Management 6
Md Sass Investors Services Inc 6
Marex Group plc 6
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
Ascent Wealth Partners, LLC 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
Rexford Capital Inc 6
Generali Investments, Management Co LLC 6
IMS Capital Management 6
Hunter Perkins Capital Management, LLC 6
Millburn Ridgefield Corp 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 6
eCIO, Inc. 6
Cheviot Value Management, LLC 6
Sky Investment Group LLC 6
Regent Investment Management LLC 6
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 6
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 6
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 6
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 6
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 6
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 6
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 6
Green Arrow Capital Management Llc 6
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 6
Fullcircle Wealth Llc 6
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class 6
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 6
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 6
Argent Trust Co 6
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 6
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
FLP Wealth Management, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 6
Brass Tax Wealth Management, Inc 6
Gilman Hill Asset Management, LLC 6
AUERX - Unified Series Trust - Auer Growth Fund 6
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 6
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 6
Sapient Capital Llc 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 6
Grace Capital 6
F3Logic, LLC 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 6
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 6
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 6
Palisade Asset Management, LLC 6
Midwest Trust Co 6
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 6
Naples Money Management LLC 6
Patron Partners Advisors, Llc 6
Robbins Farley Llc 6
TARKX - Clark Fork Trust - Tarkio Fund 6
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 6
RFG - Bristol Wealth Advisors, LLC 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 6
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 6
Satuit Capital Management Trust 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
Capital City Trust Co/fl 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 6
Harbor Advisors LLC 6
Willow Creek Wealth Management Inc. 6
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 6
Ruane, Cunniff & Goldfarb Inc 6
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 6
Paragon Advisors, LLC 6
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 6
Walthausen & Co., LLC 6
VELA Funds - VELA Large Cap 130/30 Fund Class I 6
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 6
Opera Trading Capital 6
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 6
Centennial Bank/AR/ 6
Nixon Peabody Trust Co 6
InTrack Investment Management Inc 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 6
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 6
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 6
Duff & Phelps Investment Management Co 6
Cannell Capital Llc 6
Legacy Private Trust Co. 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 6
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 6
B & T Capital Management DBA Alpha Capital Management 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
Elefante Michael B 6
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Alleghany Corp /de 6
Lapides Asset Management, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
Pax World Management Llc 6
B. Riley Financial, Inc. 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 6
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 6
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 6
Force Hill Capital Management LP 6
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 6
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 6
Woodstock Corp 6
Solaris Asset Management Llc 6
Hengehold Capital Management Llc 6
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 6
Efficient Market Advisors, LLC 6
Guinness Atkinson Asset Management Inc 6
Burns J W & Co Inc/ny 6
Convergence Financial, LLC 6
Garrison Point Advisors, Llc 6
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 6
Montanaro Asset Management Ltd 6
Genworth Financial Inc 6
Waddell & Associates, Llc 6
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 6
Palladium Partners Llc 6
Orinda Asset Management LLC 6
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 6
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 6
SWS Partners 6
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 6
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
Alta Capital Management Llc/ 6
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 6
Karlinski Andrew C 6
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 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
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
Crawford Lake Capital Management, LLC 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Aveo Capital Partners, LLC 6
Dynasty Wealth Management, Llc 6
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 6
First Niagara Bank 6
Sound Shore Management Inc /ct/ 6
Discovery Capital Management, Llc / Ct 6
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 6
Compass Ion Advisors, LLC 6
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 6
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
Capital Planning Advisors, LLC 6
Parsec Financial Management, Inc. 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
Eaton Vance Tax-managed Buy-write Income Fund 6
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 6
Horan Capital Advisors, LLC. 6
Klr Investment Advisors, Llc 6
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 6
Covington Investment Advisors Inc. 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 6
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 6
Advanced Series Trust - Ast International Growth Portfolio 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
Redwood Park Advisors LLC 6
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6
Verity & Verity, LLC 6
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 6
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 6
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 6
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 6
Affinity Asset Advisors, LLC 6
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 6
Old North State Trust, LLC 6
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 6
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
Monetta Financial Services Inc 6
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 6
Invesco High Income Trust Ii 6
Sii Investments Inc/wi 6
Fort Sheridan Advisors Llc 6
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 6
Tikvah Management LLC 6
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 6
National Wealth Management Group, LLC 6
Humankind Investments LLC 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 6
Dinsmore Capital Management Co/nj 6
Montrusco Bolton Investments Inc. 6
ANTIPODES PARTNERS Ltd 6
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 6
Daiwa SB Investments Ltd. 6
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 6
Northpointe Capital Llc 6
Trivant Custom Portfolio Group, LLC 6
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 6
Boreal Capital Management LLC 6
Harvest Capital Strategies LLC 6
Soros Capital Management Llc 6
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 6
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 6
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 6
GKV Capital Management Co., Inc. 6
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
Sterling Financial Planning, Inc. 6
Financial Life Planners 6
MONTX - MONETTA TRUST - Monetta Fund 6
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 6
CBOE Vest Financial, LLC 6
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 6
Central Securities Corp 6
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 6
First Western Trust Bank 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 6
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 6
Morgens Waterfall Vintiadis & Co Inc 6
Signature Resources Capital Management, LLC 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
Strategic Capital Group LLC 6
Trust Investment Advisors 6
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 6
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 6
EXI - iSHARES TRUST - iShares Global Industrials ETF 6
Kim, Llc 6
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 6
Everpar Advisors Llc 6
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 6
IXN - iSHARES TRUST - iShares Global Tech ETF 6
ZPR Investment Management 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
Alpha Omega Wealth Management LLC 6
Hardy Reed LLC 6
Adi Capital Management LLC 6
Cowa, Llc 6
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 6
Noked Capital LTD 6
Violich Capital Management, Inc. 6
Carnick & Kubik, LLC 6
Hurley Capital, LLC 6
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 6
Hayden Royal, Llc 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 6
Old Dominion Capital Management Inc 6
Advanced Series Trust - Ast Mfs Growth Portfolio 6
Ninepoint Partners LP 6
Motley Fool Wealth Management, LLC 6
SFE Investment Counsel 6
Markel Corp 6
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 6
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
Madison Investment Holdings Inc 6
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 6
Ally Bridge Group (NY) LLC 6
Geduld E E 6
Jeppson Wealth Management, Llc 6
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 6
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 6
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 6
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 6
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 6
Argonautica Private Wealth Management, Inc 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
Harvey Partners, LLC 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 6
Triglav Skladi, D.o.o. 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
Magellan Asset Management Ltd 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 6
Northwest Quadrant Wealth Management, LLC 6
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 6
American Capital Management Inc 6
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 6
BRC Investment Management LLC 6
Global Thematic Partners, LLC 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 6
Bank Of The West 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 6
CT Financial Advisors LLC 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
PACIFIC SELECT FUND - Core Income Portfolio Class I 6
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 6
Cobiz Investment Management, Llc 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
MSS Series Trust - One Rock Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 6
Gabelli Go Anywhere Trust 6
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 6
Bell Asset Management Ltd 6
DCVCX - FundVantage Trust - Dupont Capital Value Creators Large Cap Fund Class I 6
Platform Technology Partners 6
Savvy Advisors, Inc. 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 6
Reyes Financial Architecture, Inc. 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 6
Regal Wealth Group, Inc. 6
C2C Wealth Management, LLC 6
Diversified, LLC 6
Platinum Management (NY) LLC 6
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 6
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF 6
Ariel Investments, Llc 6
Nia Impact Advisors, Llc 6
Ironwood Investment Counsel, LLC 6
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 6
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 6
EagleClaw Capital Managment, LLC 6
Johnson Midwest Financial, LLC 6
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 6
Goelzer Investment Management, Inc. 6
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 6
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 6
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 6
D L Carlson Investment Group Inc 6
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 6
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 6
ROSS\JOHNSON & Associates LLC 6
Delta Investment Management, LLC 6
IYW - iSHARES TRUST - iShares U.S. Technology ETF 6
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 6
Beaumont Financial Advisors, LLC 6
Intercontinental Wealth Advisors, LLC 6
Hotaling Investment Management, LLC 6
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
Richwood Investment Advisors, LLC 6
Kiely Wealth Advisory Group, Inc. 6
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 6
Live Oak Private Wealth LLC 6
Hc Financial Advisors Inc 6
Growth Fund Of America 6
Cornerstone Wealth Group, LLC 6
Meros Investment Management, LP 6
Legacy Wealth Management, LLC / MS 6
Sendero Wealth Management, LLC 6
KC Investment Advisors, LLC 6
Intrepid Capital Management Inc 6
Menard Financial Group LLC 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
Joseph P. Lucia & Associates, LLC 6
Schmidt P J Investment Management Inc 6
Sage Rock Capital Management LP 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
Westwood Management Corp /il/ 6
Perennial Advisors, LLC 6
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 6
Central Valley Advisors, Llc 6
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 6
Bienville Capital Management, LLC 6
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 6
Cito Capital Group, LLC 6
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 6
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 6
FirstMerit Bank N A Trustee 6
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 6
Mainstay Capital Management Llc /adv 6
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 6
CTC Capital Management, LLC 6
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 6
Usa Mutuals Advisors, Inc. 6
Drake & Associates, LLC 6
Tevis Investment Management 6
Pluribus Labs, LLC 6
ClearAlpha Technologies LP 6
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 6
Harfst & Associates, Inc. 6
Chelsea Counsel Co 6
Beech Hill Advisors, Inc. 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 6
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 6
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 6
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 6
Sage Rhino Capital Llc 6
Soleus Capital Management, L.P. 6
HBW Advisory Services LLC 6
Atlas Private Wealth Management 6
Alphinity Investment Management Pty Ltd 6
Quad-Cities Investment Group, LLC 6
IPG Investment Advisors LLC 6
Aprio Wealth Management, LLC 6
Iberiabank Corp 6
Aevitas Wealth Management, Inc. 6
Hel Ved Capital Management Ltd 6
Hamilton Lane Advisors Llc 6
West Bancorporation Inc 6
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 6
Arbor Capital Management Llc 6
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 6
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 6
Greenwood Gearhart Inc 6
Maryland Capital Management 6
Sonora Investment Management Group, LLC 6
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 6
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 6
Keebeck Wealth Management, LLC 6
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 6
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 6
Whale Rock Capital Management LLC 6
Prosperity Consulting Group, LLC 6
Kodai Capital Management LP 6
Lake Street Financial Llc 6
Masso Torrence Wealth Management Inc. 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
South Street Advisors LLC 6
Port Capital LLC 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
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 6
Summit X, LLC 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 6
Ameliora Wealth Management Ltd. 6
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 6
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 6
Putnam ETF Trust - Putnam BioRevolution ETF - 6
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core 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
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 6
South Plains Financial, Inc. 6
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 6
Carr Financial Group Corp 6
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
Gabelli Utility Trust 6
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 6
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 6
BancorpSouth Bank 6
Lionsbridge Wealth Management LLC 6
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 6
New York Life Trust Co 6
Phraction Management LLC 6
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 6
Dynamic Wealth Strategies, LLC 6
ICW Investment Advisors LLC 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
BankPlus Trust Department 6
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 6
Columbia Seligman Premium Technology Growth Fund, Inc. 6
Derby & Company, Inc 6
Peterson Wealth Services 6
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
Nantahala Capital Management, LLC 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 6
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 6
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International 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
Scout Funds 6
Blue Rock Advisors, LLC 6
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 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
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 6
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 6
Grey Fox Wealth Advisors, LLC 6
Bleichroeder LP 6
Islay Capital Management, Llc 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 6
Eachwin Capital, Lp 6
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 6
D1 Capital Partners L.P. 6
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 6
Albar Capital Ltd 6
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 6
SMITH HAYES Advisers, Inc 6
Rossmore Private Capital 6
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 6
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 6
ADAR1 Capital Management, LLC 6
Cubic Asset Management, LLC 6
Wellesley Asset Management 6
Innovis Asset Management Llc 6
Northwest Wealth Management, Llc 6
Kolinsky Wealth Management, LLC 6
TKG Advisors, LLC 6
Bigelow Investment Advisors, LLC 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 6
Ranger Investment Management, L.P. 6
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 6
Cox Capital Mgt LLC 6
Holistic Financial Partners 6
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 6
North Growth Management Ltd. 6
EVNT - AltShares Trust - AltShares Event-Driven ETF 6
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 6
Oxbow Advisors, LLC 6
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 6
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 6
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 6
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 6
Virtus Global Multi-sector Income Fund 6
Affinity Wealth Management Llc 6
AMJ Financial Wealth Management 6
Castle Rock Wealth Management, LLC 6
Prudential Short Duration High Yield Fund, Inc. 6
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 6
Private Advisors, LLC 6
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 6
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 6
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF 6
Adalta Capital Management LLC 6
Steadfast Capital Management Lp 6
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 6
Freedom Day Solutions, LLC 6
AlTi Global, Inc. 6
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 6
Sanctuary Wealth Management, L.L.C. 6
MONECO Advisors, LLC 6
PrairieView Partners, LLC 6
Alaska Permanent Fund Corp 6
Berbice Capital Management LLC 6
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 6
Copperwynd Financial, LLC 6
Hudson Valley Investment Advisors Inc /adv 6
SPRX - Listed Funds Trust - Spear Alpha ETF 6
Aries Wealth Management 6
Empyrean Capital Partners, LP 6
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 6
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 6
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 6
Natural Investments, Llc 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 6
First National Bank of Hutchinson 6
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 6
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity 6
Capital Group Private Client Services, Inc. 6
Ofi Funds Trust 6
Sanibel Captiva Trust Company, Inc. 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A 6
Strategic Asset Management, LLC 6
Compton Capital Management Inc /ri 6
Lansdowne Partners (uk) Llp 6
GLOBALT Investments LLC / GA 6
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
Cqs (us), Llc 6
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 6
Citizens National Bank Trust Department 6
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 6
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 6
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 6
U S Global Investors Inc 6
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares 6
Vanguard Convertible Securities Fund 6
Eubel Brady & Suttman Asset Management Inc 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF 6
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
Glaxis Capital Management, LLC 6
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 6
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
Kepos Capital LP 6
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 6
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 6
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 6
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 6
Roosevelt Investment Group Llc 6
East Coast Asset Management, LLC. 6
LVW Advisors, LLC 6
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 6
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 6
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 6
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 6
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 6
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 6
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 6
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
Hitchwood Capital Management LP 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 6
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 6
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 6
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 6
TFB Advisors LLC 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
Noked Israel Ltd 6
Angeles Wealth Management, Llc 6
Guidance Point Advisors, LLC 6
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
Ables, Iannone, Moore & Associates, Inc. 6
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 6
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Timber Creek Capital Management LLC 6
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 6
Stevard, LLC 6
David R. Rahn & Associates Inc. 6
Counsel Portfolio Services Inc. 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 6
Impact Capital Partners LLC 6
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
MTCGX - M FUND INC - M Large Cap Growth Fund 6
Smith, Graham & Co., Investment Advisors, LP 6
Sturgeon Ventures LLP 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
VSR Financial Services, Inc. 6
Actinver Wealth Management, Inc. 6
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 6
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
Nicholas Hoffman & Company, LLC. 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 6
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 6
Windsor Group LTD 6
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 6
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 6
Gerstein Fisher 6
Border to Coast Pensions Partnership Ltd 6
Paulson Wealth Management Inc. 6
Sirios Capital Management L P 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
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
Ferox Capital Management LP 6
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 6
Trium Capital LLP 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 6
Delaware Enhanced Global Dividend & Income Fund 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 6
Advanced Research Investment Solutions, Llc 6
Employers Holdings, Inc. 6
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
Whitnell & Co. 6
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Security Asset Management 6
JGP Global Gestao de Recursos Ltda. 6
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 6
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 6
Franklin Ltd Duration Income Trust 6
Lafitte Capital Management LP 6
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 6
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 6
High Income Opportunities Portfolio - High Income Opportunities Portfolio 6
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 6
Campbell Wealth Management 6
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 6
S. Muoio & Co. Llc 6
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 6
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 6
Griffin Institutional Access Credit Fund 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 6
Family Management Corp 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 6
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 6
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 6
Steigerwald, Gordon & Koch Inc. 6
Pinnacle Wealth Advisors 6
D.B. Root & Company, LLC 6
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 6
TradeLink Global Equity LLC 6
Dnca Finance 6
Page Arthur B 6
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 6
NOLCX - Northern Funds - Northern Large Cap Core Fund 6
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 6
Broderick Brian C 6
ROM - PROSHARES TRUST - ProShares Ultra Technology 6
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 6
Y.D. More Investments Ltd 6
Rokos Capital Management LLP 6
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 6
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 6
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 6
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 6
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 6
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 6
Financial Advisory Service, Inc. 6
LifeSteps Financial, Inc. 6
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 6
Bridger Management, Llc 6
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 6
Sienna Gestion 6
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 6
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 6
Quadrant Private Wealth Management, LLC 6
SYM FINANCIAL Corp 6
Spirepoint Private Client, Llc 6
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 6
Steinberg Global Asset Management 6
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 6
Catalyst Financial Partners Llc 6
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 6
Criterion Capital Management Llc 6
Brick & Kyle, Associates 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
SNS Financial Group, LLC 6
Opaleye Management Inc. 6
1776 Wealth LLC 6
Premier Asset Management Llc 6
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 6
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 6
Kent Lake Capital LLC 6
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 5
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
Whitebox Mutual Funds 5
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C 5
Db-x Exchange-traded Funds Inc. 5
Lytton Laurence W 5
Berkshire Capital Holdings Inc 5
Hartford Funds Management Co 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
Guardian Capital Advisors Lp 5
HGC Investment Management Inc. 5
Juniper Investment Company, LLC 5
Donaldson Capital Management, Llc 5
Cowen Investment Management LLC 5
Gates Capital Management, Inc. 5
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 5
Shapiro Capital Management Llc 5
Giverny Capital Inc. 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
SVA Wealth Management, LLC 5
Fs Credit Income Fund 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
Wells Fargo Utilities & High Income Fund 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
Covenant Asset Management, LLC 5
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 5
Invesco Dynamic Credit Opportunities Fund 5
KPP Advisory Services LLC 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
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 5
Moss Adams Wealth Advisors LLC 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
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 5
Nuveen Credit Strategies Income Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Daruma Capital Management Llc 5
Claar Advisors LLC 5
Wafra Inc. 5
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 5
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 5
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 5
Cooper Creek Partners Management Llc 5
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 5
North Run Capital, Lp 5
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 5
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 5
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 5
Farmer Steven Patrick 5
Aperture Investors, LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 5
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
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 5
Value Partners Investments Inc. 5
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
Continental Investors Services, Inc. 5
Contour Asset Management LLC 5
Pacific Sun Financial Corp 5
Astoria Portfolio Advisors LLC. 5
Resource Management, LLC 5
Pinnacle Family 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
Vivaldi Opportunities Fund 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
Jnl Series Trust - Jnl/mellon International Index Fund (a) 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
Prosight Management, LP 5
Tamarack Capital Management, LLC 5
Worth Asset Management, LLC 5
RKL Wealth Management LLC 5
Electron Capital Partners, 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
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 5
Sabadell Asset Management, S.A S.G.I.I.C 5
BSBAX - Northern Funds - Northern Short Bond Fund 5
Stelac Advisory Services LLC 5
NMIEX - Northern Funds - Active M International Equity Fund 5
Sterling Investment Counsel, LLC 5
Oppenheimer Limited-term Bond Fund 5
Cyrus J. Lawrence, LLC 5
WELLINGTON TRUST Co N A 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 5
Kendall Capital Management 5
Smallwood Wealth Investment Management, LLC 5
Integrated Core Strategies (us) Llc 5
Edgewood Management Llc 5
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 5
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Ironvine Capital Partners, LLC 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
Cedar Capital, Llc 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 5
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 5
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 5
VCI Wealth Management LLC 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
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
Meixler Investment Management, Ltd. 5
Stonebrook Private Inc. 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Divergent Wealth Advisors, Llc 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
Ion Asset Management Ltd. 5
M Holdings Securities, Inc. 5
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 5
Tandem Investment Advisors, Inc. 5
Quotient Wealth Partners, LLC 5
Westport Asset Management Inc 5
OMNI 360 Wealth, Inc. 5
New Century Financial Group, LLC 5
LWM Advisory Services, LLC 5
Confluence Wealth Management LLC 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
Rinkey Investments 5
Epiq Partners, Llc 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
Townsend Asset Management Corp /nc/ /adv 5
DiMeo Schneider & Associates, L.L.C. 5
Fulcrum Capital LLC 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
Aft, Forsyth & Company, Inc. 5
Sora Investors Llc 5
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 5
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 5
Ballew Advisors, Inc 5
York Capital Management Global Advisors, LLC 5
S. R. Schill & Associates 5
Focus Financial Network Inc /adv 5
Gordian Capital Singapore Pte Ltd 5
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 5
Guardian Wealth Advisors, Llc / Nc 5
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 5
Axiom Advisory, LLC 5
James Hambro & Partners 5
Sona Asset Management (us) Llc 5
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 5
ARGA Investment Management, LP 5
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 5
Tairen Capital Ltd 5
Saya Management Lp 5
Income Research & Management 5
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 5
Aquila Investment Management LLC 5
Steward Partners Investment Solutions, Llc 5
FRG Family Wealth Advisors LLC 5
Bancreek Capital Management, LP 5
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 5
VELA Investment Management, LLC 5
Aquire Wealth Advisors, LLC 5
Wealth Effects Llc 5
Capital Market Strategies LLC 5
Connective Portfolio Management, LLC 5
Arvin Capital Management LP 5
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Aviance Capital Partners, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Revolve Wealth Partners, LLC 5
Vermillion & White Wealth Management Group, LLC 5
Nuveen Floating Rate Income Fund 5
Vestal Point Capital, LP 5
Evernest Financial Advisors, LLC 5
Stansberry Asset Management, Llc 5
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 5
Scott Marsh Financial, LLC 5
Lighthouse Financial Advisors, Inc. 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
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 5
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 5
Leelyn Smith, LLC 5
Weitz Investment Management, Inc. 5
Polen Capital Management Llc 5
Capitolis Liquid Global Markets LLC 5
Polymer Capital Management (HK) LTD 5
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF 5
Wellington Wealth Strategies, LLC. 5
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 5
Index Fund Advisors, Inc. 5
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 5
Ascension Asset Management LLC 5
HCR Wealth Advisors 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
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 5
Battery Global Advisors, LLC 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
Puzo Michael J 5
Eos Management, L.P. 5
IMPACTfolio, LLC 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 5
Eos Focused Equity Management, L.P. 5
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 5
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 5
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 5
Torno Capital, Llc 5
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 5
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
Systematic Portfolios LLC 5
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 5
Cottage Street Advisors LLC 5
First Financial Bankshares Inc 5
Quadcap Wealth Management, LLC 5
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 5
Curat Global, LLC 5
Howard Wealth Management, Llc 5
Mcmillion Capital Management Inc 5
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 5
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF 5
Potomac Capital Management, Inc. 5
Proathlete Wealth Management Llc 5
Pimco Dynamic Income Fund 5
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF 5
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 5
Columbia Asset Management 5
Essex LLC 5
Prospector Partners Llc 5
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 5
Mraz, Amerine & Associates, Inc. 5
Acuity Investment Management Inc 5
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
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
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 5
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
Cove Private Wealth, LLC 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
Fort Point Capital Partners LLC 5
JNL SERIES TRUST - JNL International Index Fund (I) 5
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 5
Asset Management Corp /il/ /adv 5
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 5
First City Capital Management, Inc. 5
Stone Ridge Trust Iii 5
Altavista Wealth Management, Inc. 5
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF 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
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 5
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 5
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 5
First Trust Bank, Ltd. 5
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 5
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 5
Boit C F David 5
Kingdom Ridge Capital, LLC 5
Alliancebernstein Global High Income Fund Inc 5
Continental Advisors Llc 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
Investor Ab 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
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 5
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 5
PKO Investment Management Joint-Stock Co 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
Emfo, Llc 5
Odey Asset Management Group Ltd 5
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 5
KLCM Advisors, Inc. 5
Catalina Capital Group, LLC 5
Notis-McConarty Edward 5
Herald Investment Management Ltd 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
Compass Financial Services Inc 5
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 5
Copia Wealth Management 5
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible 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
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 5
Atlanta Consulting Group Advisors, LLC 5
Alesco Advisors Llc 5
Broadview Advisors Llc 5
BlackRock Innovation & Growth Trust 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
MBE Wealth Management, LLC 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
Loews Corp 5
Newland Capital Management, Llc 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 5
Ayrshire Capital Management LLC 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 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
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 5
Sumit Capital, Llc 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
Briaud Financial Planning, Inc 5
Gries Financial Llc 5
Tang Capital Management Llc 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
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
Alphagen Securities Llc 5
Pergamon Offshore Advisors, L.P. 5
BRASX - Blackrock Allocation Target Shares - Bats Series S 5
Forward Management, LLC 5
New Age Alpha Trust - AVDR US LargeCap Leading ETF 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 5
First American Trust, Fsb 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 5
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 5
Apis Capital Advisors, LLC 5
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 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
Bdf-gestion 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Oxford Financial Group Ltd 5
Indaba Capital Management, L.P. 5
Capital Directions Investment Advisors, LLC 5
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 5
Westerkirk Capital Inc. 5
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 5
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 5
CloudAlpha Capital Management Limited/Hong Kong 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 5
Diversify Wealth Management, Llc 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
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
Ecofi Investissements Sa 5
Budros, Ruhlin & Roe, Inc. 5
Twin Lakes Capital Management, LLC 5
Parr Mcknight Wealth Management Group, Llc 5
Gibbs Wealth Management 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 5
American Independence Funds Trust 5
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 5
Franklin Templeton International Trust 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
Securian Funds Trust - SFT Core Bond Fund Class 1 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Starfire Investment Advisers, Inc. 5
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 5
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 5
Alpha Family Trust 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 5
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 5
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 5
Catamount Wealth Management 5
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 5
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 5
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 5
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 5
Mfs Intermediate Income Trust 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 5
Accredited Investors Inc. 5
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 5
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 5
Lowe Brockenbrough & Co Inc 5
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 5
DHJJ Financial Advisors, Ltd. 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
Davidson Investment Advisors 5
Dearborn Partners Llc 5
Kensington Investment Counsel, LLC 5
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 5
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 5
MidAtlantic Capital Management, Inc. 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
Talon Private Wealth, LLC 5
Cartenna Capital, LP 5
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 5
Fairpointe Capital LLC 5
ELCO Management Co., LLC 5
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
Brophy Wealth Management, LLC 5
Gmt Capital Corp 5
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 5
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
AEGON USA Investment Management, LLC 5
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 5
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
SOL Capital Management CO 5
Tradition Capital Management Llc 5
Cornerstone Advisors Inc 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
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 5
OneAscent Wealth Management LLC 5
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio 5
4D Advisors, LLC 5
Buckingham Capital Management, Inc. 5
Leverage Partners Absolute Return Fund SPC 5
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 5
Accredited Wealth Management, LLC 5
Nbw Capital Llc 5
American National Registered Investment Advisor, Inc. 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
Blackrock Enhanced Capital & Income Fund, Inc. 5
Elkhorn Investments, LLC 5
Banque de Luxembourg S.A. 5
QVT Financial LP 5
Bedell Frazier Investment Counseling, LLC 5
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 5
Wilkins Investment Counsel Inc 5
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 5
Samson Rock Capital LLP 5
O'Brien Wealth Partners LLC 5
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5
Corvex Management LP 5
Western Asset Income Fund 5
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Friedenthal Financial 5
Stableford Capital Ii Llc 5
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 5
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 5
Guidant Wealth Advisors 5
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
ARGI Investment Services, LLC 5
Alteri Wealth LLC 5
Rikoon Group, LLC 5
Thomasville National Bank 5
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 5
Lebenthal Holdings,LLC 5
McCarthy Asset Management, Inc. 5
Credit Industriel Et Commercial 5
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 5
HighTower Trust Services, LTA 5
Dash Acquisitions Inc. 5
Corbenic Partners LLC 5
Hershey Trust Co 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
Weatherly Asset Management L. P. 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
Eads & Heald Wealth Management 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
PFFD - Global X Funds - Global X U.S. Preferred ETF 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
Gyroscope Capital Management Group, Llc 5
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 5
SNSR - Global X Funds - Global X Internet of Things ETF 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 5
Eq Wealth Advisors, Llc 5
Scopia Capital Management Lp 5
London Co Of Virginia 5
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 5
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 5
Marvin & Palmer Associates Inc 5
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 5
Burling Wealth Partners, Llc 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 5
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 5
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 5
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
Simply Money Advisors 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 5
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
Rosenbaum Jay D. 5
Hennessy Advisors Inc 5
Bar Harbor Trust Services 5
Deroy & Devereaux Private Investment Counsel Inc 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 5
Mohican Financial Management, LLC 5
Tiaa Cref Trust Co Fsb/mo 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
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged 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
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A 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
Cohen Lawrence B 5
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 5
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 5
XXEC, Inc. 5
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 5
Aware Super Pty Ltd as trustee of Aware Super 5
Source Capital Inc /de/ 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 5
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 5
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 5
Bernard Wealth Management Corp. 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
Whalerock Point Partners, Llc 5
First Heartland Consultants, Inc. 5
West Chester Capital Advisors, Inc 5
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 5
Botty Investors LLC 5
Northstar Investment Advisors Llc 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
Sentinel Trust Co Lba 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
Thompson Rubinstein Investment Management Inc /or/ 5
Liberty All Star Equity Fund 5
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
Cadinha & Co Llc 5
Newman Dignan & Sheerar, Inc. 5
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 5
Hatteras Alternative Mutual Funds, LLC 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 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
Norman Fields, Gottscho Capital Management, LLC 5
Modus Advisors, LLC 5
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 5
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 5
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
Maseco Llp 5
Clear Investment Research, Llc 5
Harbor Asset Planning, Inc. 5
Tortoise Capital Advisors, L.l.c. 5
Bruce & Co., Inc. 5
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 5
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
40 North Management LLC 5
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 5
Madison Covered Call & Equity Strategy Fund 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 5
BIT Capital GmbH 5
Sand Grove Capital Management LLP 5
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 5
Cullen Capital Management, LLC 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
Verus Financial Partners, Inc. 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
SLIM - Janus Detroit Street Trust - The Obesity ETF 5
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 5
VCIEX - VALIC Co I - International Equities Index Fund 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Sunflower Bank, N.A. 5
Harbour Investment Management Llc 5
VCSTX - VALIC Co I - Science & Technology Fund 5
Fruth Investment Management 5
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 5
Iridian Asset Management Llc/ct 5
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
Banyan Partners, LLC 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
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
Neuberger Berman High Yield Strategies Fund Inc. 5
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
Cobblestone Capital Advisors Llc /ny/ 5
Cohen Klingenstein LLC 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 5
Cabot Wealth Management Inc 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
Nichols & Pratt Advisers Llp /ma 5
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 5
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 5
Terra Alpha Investments LLC 5
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 5
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 5
General Electric Co 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
Old Point Trust & Financial Services N A 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 5
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 5
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 5
Alecta Pensionsforsakring, Omsesidigt 5
Stancorp Investment Advisers Inc 5
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 5
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 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
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
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
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 5
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 5
QTUM - ETF Series Solutions - Defiance Quantum ETF 5
Kaufman Rossin Wealth, LLC 5
Sabal Trust CO 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 5
Nichols Asset Management LLC 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 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
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 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
Probity Advisors, Inc. 5
Montecito Bank & Trust 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
National Penn Investors Trust Co /pa 5
Caisse Des Depots Et Consignations 5
Truepoint, Inc. 5
Apella Capital, LLC 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
Davis Capital Management 5
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 5
Novare Capital Management Llc 5
E Fund Management (Hong Kong) Co., Ltd. 5
Northeast Investment Management 5
Butensky & Cohen Financial Security, Inc 5
BEEHX - FORUM FUNDS - The BeeHive Fund 5
Gamble Jones Investment Counsel 5
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 5
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 5
Kimelman & Baird, LLC 5
J. W. Coons Advisors, LLC 5
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 5
Parthenon Llc 5
Endex Capital Management Llc 5
Garrison Asset Management, LLC 5
Monroe Bank & Trust/mi 5
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 5
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 5
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 5
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 5
Hopwood Financial Services, Inc. 5
Select Equity Group Inc 5
Private Management Group Inc 5
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 5
GlobalBridge, Inc. 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
Bank Hapoalim Bm 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
KAMES CAPITAL management Ltd 5
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 5
Davidson Capital Management Inc. 5
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 5
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 5
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 5
Eaton Vance Floating-rate Income Plus Fund 5
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
First Midwest Bank Trust Division 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 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
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
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 5
Security National Bank Of So Dak 5
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 5
IFC Holdings Incorporated/FL 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
Gluskin Sheff & Assoc Inc 5
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 5
Telos Capital Management, Inc. 5
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 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
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 5
Relative Value Partners Group, LLC 5
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 5
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 5
AT Bancorp 5
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
VASMX - VALIC Co II - Small Cap Growth Fund 5
Ownership Capital B.V. 5
Veritas Investment Management LLP 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
Bank Pictet & Cie (asia) Ltd 5
Deutsche Value Series, Inc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
Pictet North America Advisors SA 5
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 5
Community Financial Services Group, LLC 5
Leisure Capital Management 5
Aspen Investment Management Inc 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
VAMGX - VALIC Co II - Mid Cap Growth Fund 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 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
Financial Sense Advisors, Inc. 5
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 5
Optas, LLC 5
Corrado Advisors, Llc 5
Ballast Advisors Llc 5
Chatham Capital Group, Inc. 5
Chemung Canal Trust Co 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 5
Messner & Smith Theme Value Investment Management Ltd /ca/ 5
Core Wealth Advisors, Inc. 5
New England Investment & Retirement Group, Inc. 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
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 5
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 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
First Merchants Corp 5
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 5
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 5
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 5
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
Harrell Investment Partners, Llc 5
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 5
Pinpoint Asset Management Ltd 5
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 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
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
Nuveen Global High Income Fund 5
Kelly Lawrence W & Associates Inc/ca 5
MSD Partners, L.P. 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 5
Okabena Investment Services Inc 5
Invesco, Llc 5
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 5
GMEZX - GuideStone Funds - Impact Equity Fund Investor 5
Syquant Capital Sas 5
3Chopt Investment Partners, LLC 5
Prevail Innovative Wealth Advisors, Llc 5
Defender Capital, LLC. 5
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 5
Union Savings Bank 5
Hamilton Wealth, LLC 5
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 5
Canoe Financial LP 5
Nitorum Capital, L.P. 5
Truehand, Inc 5
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 5
Freshford Capital Management, LLC 5
Lgl Partners, Llc 5
Shannon River Fund Management LLC 5
Lifestyle Asset Management, Inc. 5
Taikang Asset Management (Hong Kong) Co Ltd 5
Sandbar Asset Management LLP 5
Orbis Allan Gray Ltd 5
CFO4Life Group, LLC 5
Fondren Management LP 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 5
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF 5
Sustainable Insight Capital Management, LLC 5
Old Port Advisors 5
Provenire Capital, LLC 5
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 5
Nishkama Capital, LLC 5
Banyan Capital Management, Inc. 5
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
Antipodean Advisors LLC 5
Hoover Financial Advisors, Inc. 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
Wallace Advisory Group, LLC 5
Opti Capital Management, Lp 5
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 5
BlueSpruce Investments, LP 5
New World Advisors LLC 5
Sycomore Asset Management 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
Crescent Grove Advisors, LLC 5
Triodos Investment Management BV 5
H2o Am Llp 5
Boone Capital Management Llc 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
Braidwell Lp 5
Blue Ridge Capital, L.L.C. 5
Covenant Partners, LLC 5
Quentec Asset Management Llc 5
Strategic Investment Solutions, Inc. /IL 5
Mfs Intermediate High Income Fund 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
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Van Leeuwen & Company, LLC 5
Go Etf Solutions Llp 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Rudman Errol M 5
O'Dell Group, LLC 5
Cercano Management LLC 5
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 5
OTA Financial Group L.P. 5
Eisler Capital (US) LLC 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
AM Squared Ltd 5
C-J Advisory, Inc. 5
TAP Consulting, LLC 5
Fundamentun, Llc 5
Hibernia Wealth Partners, LLC 5
Gq Asset Management, Llc 5
Horizon Bancorp Inc /in/ 5
Watson Rebecca 5
River Street Advisors LLC 5
Maj Invest Holding A/S 5
Principal Street Partners, LLC 5
Oppenheimer Rising Dividends Fund 5
Corbett Road Capital Management, Llc 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
Breakwater Capital Group 5
Shilanski & Associates, Inc. 5
Permanens Capital L.P. 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 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
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 5
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 5
Peoples Bank/KS 5
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 5
Sofinnova Investments, Inc. 5
Seaport Global Asset Management Llc 4
Zevin Asset Management Llc 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 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
Beacon Trust Co 4
Biltmore Wealth Management, LLC 4
Bank of Marin 4
Guardian Partners Inc. 4
JSF Financial, LLC 4
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 4
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 4
Westmount Partners, LLC 4
Kings Path Partners LLC 4
Wells Fargo Income Opportunities Fund 4
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 4
Mitchell Mcleod Pugh & Williams Inc 4
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 4
Northwest Bancshares, Inc. 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
Oasis Management Co Ltd. 4
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Stralem & Co Inc 4
Highwater Wealth Management, LLC 4
Radnor Capital Management, LLC 4
McCarthy Grittinger Financial Group, LLC 4
Owl Creek Asset Management, L.P. 4
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
VeraBank, N.A. 4
Indices-Pac Research Corp. 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
North Ridge Wealth Advisors, Inc. 4
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 4
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Channel Wealth Llc 4
BNE - ETF Series Solutions - Blue Horizon BNE ETF 4
Keystone Investors Pte Ltd 4
Smith Affiliated Capital Corp. 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 4
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 4
Wright Managed Equity Trust 4
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
Quotient Investors, LLC 4
HTLF Bank 4
Roof Eidam & Maycock/adv 4
Gryphon International Investment CORP 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 4
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Train Babcock Advisors Llc 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
Zhang Financial LLC 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
McMahon Financial Advisors, LLC 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 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
Western Financial Corp/CA 4
Advocacy Wealth Management Services, LLC 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
Credit Suisse High Yield Bond Fund 4
Pacific View Asset Management, Llc 4
Acropolis Investment Management, LLC 4
S.A. Mason LLC 4
Smith, Moore & Co. 4
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 4
SPX Equities Gestao de Recursos Ltda 4
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 4
Lowell Blake & Associates Inc. 4
Dohj, Llc 4
Cape Cod Five Cents Savings Bank 4
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 4
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
Credit Suisse Asset Management Income Fund Inc 4
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 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
Northstar Asset Management Inc 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 4
Dillon & Associates Inc 4
Delaney Dennis R 4
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class 4
First Trust Enhanced Equity Income Fund 4
Elefante Mark B 4
Sandell Asset Management Corp 4
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Gardiner Nancy B 4
Canvas Wealth Advisors, LLC 4
Stockman Wealth Management, Inc. 4
First National Bank Sioux Falls 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 4
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 4
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 4
Howard Capital Management Group, LLC 4
MBM Wealth Consultants, LLC 4
WCG Wealth Advisors LLC 4
Donald L. Hagan, LLC 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
Stokes Family Office, LLC 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
Eagle Boston Investment Management Inc 4
Rainier Family Wealth Inc 4
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 4
Portland Global Advisors LLC 4
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
Bradley & Co. Private Wealth Management, LLC 4
Parasol Investment Management, LLC 4
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 4
O'Neil Global Advisors, Inc. 4
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 4
Addenda Capital Inc. 4
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 4
Northwest Bank & Trust Co 4
Cohen Capital Management, Inc. 4
Empire Financial Management Company, LLC 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
Ark Venture Fund 4
REDWX - Aspiration Funds - Aspiration Redwood Fund 4
Slocum, Gordon & Co LLP 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 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
Beach Investment Counsel Inc/pa 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 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
Avantra Family Wealth, Inc. 4
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor 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
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
Palumbo Wealth Management LLC 4
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
Fi3 FINANCIAL ADVISORS, LLC 4
Cadence Bank Na 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
Dimension Capital Management Llc 4
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 4
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 4
Bingham Private Wealth, Llc 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 4
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 4
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
Minneapolis Portfolio Management Group, LLC 4
CSM Advisors, LLC 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
Western Asset Management Company, LLC 4
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 4
Boston Research & Management Inc 4
Yellowstone Partners, LLC 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
Blue Clay Capital Management, LLC 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
Overbrook Management Corp 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
Pimco Strategic Income Fund, Inc 4
Sicart Associates LLC 4
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 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
Paragon Private Wealth Management, LLC 4
Alhambra Investment Partners LLC 4
SPC Financial, Inc. 4
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 4
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
Ensemble Capital Management, LLC 4
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 4
Precept Management LLC 4
Fusion Investment Group, LLC 4
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 4
Corundum Group, Inc. 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
Kirtland Hills Capital Management, Llc 4
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 4
Family Capital Trust Co 4
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 4
Piershale Financial Group, Inc. 4
Planning Directions Inc 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Somerset Trust Co 4
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
Loeb Partners Corp 4
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 4
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
MEDI - Harbor ETF Trust - Harbor Health Care ETF 4
Twin Focus Capital Partners, Llc 4
Eidelman Virant Capital 4
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 4
Northside Capital Management, LLC 4
PCJ Investment Counsel Ltd. 4
Fpc Investment Advisory, Inc. 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
First Western Capital Management Co 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
Koa Wealth Management, LLC 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
Excalibur Management Corp 4
Ikarian Capital, LLC 4
Davide Leone & Partners Investment Co Ltd. 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
J.P. Marvel Investment Advisors, LLC 4
Vista Wealth Management Group, LLC 4
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 4
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
Mesirow Institutional Investment Management, Inc. 4
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
Leonard Green & Partners, L.P. 4
Partners Group Private Equity (master Fund), Llc 4
Financial Consulate Inc. 4
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class 4
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 4
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 4
Kidder Stephen W 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
Fayerweather Charles 4
Edinburgh Partners Ltd 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Columbia Trust Co 01012016 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
Rutabaga Capital Management Llc/ma 4
Walter Public Investments Inc. 4
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 4
Southport Management, L.l.c. 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 4
Catawba Capital Management /va 4
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 4
Traveka Wealth, LLC 4
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
Fcm Investments/tx 4
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
Bramshill Investments, LLC 4
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 4
Poinciana Advisors Group, Llc 4
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 4
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Avondale Wealth Management 4
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 4
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 4
Andesa Financial Management Inc. 4
Bill & Melinda Gates Foundation Trust 4
DSG Capital Advisors, LLC 4
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 4
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 4
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 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
Bmt Investment Funds 4
Birchview Capital, LP 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 4
WVALX - WEITZ FUNDS - Value Fund - Investor Class 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
Kfg Wealth Management, Llc 4
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
Egerton Capital (UK) LLP 4
Shepherd Financial Partners LLC 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 4
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Ami Asset Management Corp 4
22nw, Lp 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 4
Zazove Convertible Securities Fund Inc 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
Veritas Asset Management LLP 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
First National Corp /ma/ /adv 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Fire Capital Management LLC 4
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 4
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
Pacific Capital Partners Ltd 4
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 4
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 4
Fma Advisory Inc 4
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 4
DLK Investment Management, LLC 4
Fundsmith Investment Services Ltd. 4
Karpus Management, Inc. 4
Ostrum Asset Management U.s., Llc 4
Lockerman Financial Group, Inc. 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
Morningstar Investment Management LLC 4
Empire Capital Management, L.L.C. 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 4
XML Financial, LLC 4
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 4
Cambridge Advisors Inc. 4
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 4
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 4
Adirondack Research & Management Inc. 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
Zions Trust, National Association 4
Fortress Wealth Group, LLC 4
Acap Strategic Fund 4
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 4
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 4
JFG Wealth Management, LLC 4
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 4
Bornite Capital Management LP 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 4
Broadview Funds Trust 4
Titus Wealth Management 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
Blue Barn Wealth, LLC 4
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y 4
Archon Partners LLC 4
Cidel Asset Management Inc 4
Goodnow Investment Group, Llc 4
Tamarack Advisers, LP 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
COMMERCE FUNDS - The MidCap Value Fund Shares 4
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 4
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
Bridgeworth, LLC 4
Kdi Capital Partners Llc 4
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 4
Mechanics Financial Corp 4
Family Legacy Financial Solutions, LLC 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
Northern Capital Management Llc 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
Greenhouse Funds LLLP 4
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4
Glenhill Advisors Llc 4
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 4
Investment Partners, Ltd. 4
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 4
Cedrus LLC 4
Tufton Capital Management 4
Walden Wealth Partners Llc 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 4
LFA - Lugano Financial Advisors SA 4
Evanson Asset Management, LLC 4
Great Waters Wealth Management 4
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 4
Paragon Capital Management Ltd 4
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 4
New Capital Management LP 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
Payden & Rygel 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
USRD - Themes ETF Trust - Themes US R&D Champions ETF 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Scholtz & Company, Llc 4
Claymore Exchange-traded Fund Trust 2 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 4
Tech Square Trading Lp 4
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 4
Strategic Advisors LLC 4
PayPay Securities Corp 4
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 4
Consolidated Investment Group LLC 4
Deimos Asset Management LLC 4
Litman Gregory Asset Management LLC 4
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares 4
New South Capital Management Inc 4
Consonance Capital Management LP 4
Physicians Financial Services, Inc. 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
LaSalle St. Investment Advisors, LLC 4
Live Oak Investment Partners 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 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
Portland Investment Counsel Inc. 4
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF 4
1623 Capital LLC 4
Alamea Verwaltungs GmbH 4
Five Oceans Advisors 4
Nicola Wealth Management Ltd. 4
Endeavor Private Wealth, Inc. 4
Vertex One Asset Management Inc. 4
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 4
German American Bancorp, Inc. 4
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 4
Accuvest Global Advisors 4
Clear Sky Advisers, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y 4
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 4
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 4
Watermark Asset Management, Inc. 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
Td Asset Management Usa Funds Inc. 4
Putnam Investors Fund 4
Ausbil Investment Management Ltd 4
AlphaQ Advisors LLC 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
Cascade Investment Advisors, Inc. 4
Gabelli Nextshares Trust 4
Galaxy Capital Trading Ltd 4
Trust Co Of Virginia /va 4
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 4
Skba Capital Management Llc 4
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Godshalk Welsh Capital Management, Inc. 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
Strong Tower Advisory Services 4
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 4
Cantillon Capital Management Llc 4
Blue Sky Asset Management, LLC 4
Allegiance Financial Group Advisory Services LLC 4
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
Secured Retirement Advisors, Llc 4
Argentarii, LLC 4
Blackthorn Investment Group Llc 4
Marathon Asset Mgmt Ltd 4
Riverstone Advisors, LLC 4
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4
Jacobsen Capital Management 4
Topline Capital Management, LLC 4
Oracle Alpha Inc. 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
Hirschman Orin 4
Prosperity Wealth Management, Inc. 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
Generali Investments CEE, investicni spolecnost, a.s. 4
Studio Investment Management Llc 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A 4
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 4
Raging Capital Management, LLC 4
One Fin Capital Management LP 4
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 4
Unisphere Establishment 4
Kuhn & Co Investment Counsel 4
Cypress Wealth Services, LLC 4
Hatteras Funds, LLC 4
Utah Peaks Capital Inc 4
Global Wealth Strategies & Associates 4
Jlb & Associates Inc 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
Forbes J M & Co Llp 4
Sands Capital Management, Llc 4
Manning & Napier Group, LLC 4
Monument Capital Management 4
Trueblood Wealth Management, LLC 4
Affiance Financial, LLC 4
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 4
Spectrum Wealth Counsel, LLC 4
Retirement Income Solutions, Inc 4
Bank Of Stockton 4
Davis Investment Partners, LLC 4
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
E Six Thirteen, Llc 4
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 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
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
Keeley Asset Management Corp 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
Cavalry Management Group, LLC 4
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 4
Aristotle Capital Management, LLC 4
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF 4
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 4
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF 4
Encompass More Asset Management 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 4
Cloud Capital Management, LLC 4
SRTTX - SMA RELATIONSHIP TRUST - Series T 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
Western Asset Investment Grade Defined Opportunity Trust Inc. 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
Terril Brothers, Inc. 4
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Hutchens Investment Management Inc 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 4
WoodTrust Financial Corp 4
Exome Asset Management LLC 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
DDD Partners, LLC 4
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 4
Ursa Fund Management, LLC 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
Vanguard Chester Funds 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
PARK CIRCLE Co 4
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 4
Shamrock Asset Management LLC 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Pioneer Floating Rate Trust 4
Baltimore-Washington Financial Advisors, Inc. 4
Iyo Bank, Ltd. 4
OmniStar Financial Group, Inc. 4
RK Capital Management, LLC 4
Premier Path Wealth Partners, LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 4
Rogco, Lp 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
Biondo Investment Advisors, LLC 4
Beacon Harbor Wealth Advisors, Inc. 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
Andrew Hill Investment Advisors, Inc. 4
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 4
Security National Bank Of Sioux City Iowa /ia/ 4
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 4
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 4
DJE Kapital AG 4
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 4
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 4
Rocky Mountain Advisers, Llc 4
Canopy Partners, LLC 4
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF 4
Limestone Investment Advisors LP 4
Autonomy Capital (Jersey) L.P. 4
Sound View Wealth Advisors Group, LLC 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
Noble Wealth Management PBC 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
Phillips Wealth Planners LLC 4
Dakota Community Bank & Trust NA 4
Krane Funds Advisors LLC 4
Winthrop Partners - Wny, Llc 4
Volterra Technologies LP 4
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 4
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 4
Figure 8 Investment Strategies Llc 4
Kcl Capital, L.p. 4
American Funds Fundamental Investors 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 4
Tranquility Partners, LLC 4
Tuscan Ridge Asset Management Llc 4
Aubrey Capital Management Ltd 4
Vulcan Value Partners, LLC 4
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 4
Bowman & Co S.C. 4
Disciplined Growth Investors Inc /mn 4
Peterson Financial Group, Inc. 4
Biltmore Capital Advisors LLC 4
ERn Financial, LLC 4
Single Point Partners, LLC 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF 4
Princeton Portfolio Strategies Group LLC 4
New Century Advisors, LLC 4
Seven Springs Wealth Group, LLC 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
Ignite Planners, LLC 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
Fsb Premier Wealth Management, Inc. 4
PIMCO FUNDS - PIMCO Sector Fund Series - I 4
Ahl Investment Management, Inc. 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
Gouws Capital LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
Pathway Financial Advisors LLC 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
DB Fitzpatrick & Co, Inc 4
VACVX - VALIC Co II - Large Cap Value Fund 4
Midwest Capital Advisors, LLC 4
Financial Security Advisor, Inc. 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
First Trust Investment Solutions L.P. 4
Menora Mivtachim Holdings Ltd. 4
Leonard Capital Management, Inc 4
Mandatum Life Insurance Co Ltd 4
Resonant Capital Advisors, LLC 4
Lane Generational LLC 4
Pinnacle Private Wealth, LLC 4
Aspen Grove Capital, LLC 4
Schneider Downs Wealth Management Advisors, LP 4
Murphy Pohlad Asset Management LLC 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
Blue Grotto Capital, LLC 4
Invicta Capital Management, LLC 4
Martin & Co Inc /tn/ 4
Ally Financial Inc. 4
Pine Haven Investment Counsel, Inc 4
Jordan Park Group LLC 4
Midwest Professional Planners, LTD. 4
Core Wealth Partners LLC 4
Zevenbergen Capital Investments Llc 4
New England Asset Management Inc 4
BML Capital Management, LLC 4
Poehling Capital Management, LLC 4
Bristol John W & Co Inc /ny/ 4
Bellevue Asset Management AG 4
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 4
Horrell Capital Management, Inc. 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 4
New Perspective Fund 4
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 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
Independent Solutions Wealth Management, LLC 4
Mirova US LLC 4
Align Wealth Management, LLC 4
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 4
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 4
Peconic Partners Llc 4
Value Aligned Research Advisors, LLC 4
Aldebaran Financial Inc. 4
SC&H Financial Advisors, Inc. 4
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF 4
Ambassador Advisors, LLC 4
Avanda Investment Management Pte. Ltd. 4
Hoplite Capital Management, L.p. 4
Pinnbrook Capital Management Lp 4
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 4
Richardson Capital Management LLC 4
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 4
City Financial Investment Co Ltd 4
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 4
Kopp Investment Advisors Llc 4
Napier Park Global Capital (US) LP 4
Garelick Capital Partners, LP 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
Tanaka Capital Management Inc 4
Visionary Wealth Advisors 4
Garden State Investment Advisory Services LLC 4
Rivermont Capital Management LP 4
Cushing Asset Management, Lp 4
Darden Wealth Group Inc 4
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 4
OPTIMAS CAPITAL Ltd 4
EUSM - Strategy Shares - Eventide US Market ETF 4
Patten & Patten Inc/tn 4
BOCHK Asset Management Ltd 4
Amcap Fund 4
Unio Capital LLC 4
Capricorn Fund Managers Ltd 4
Portfolio Design Labs, LLC 4
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 4
Bmt Investment Advisors 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
RE Dickinson Investment Advisors, LLC 4
Thrive Wealth Management, LLC 4
Intermede Investment Partners Ltd 4
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 4
Keystone Wealth Services, LLC 4
Aft, Forsyth & Sober, LLC 4
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 4
Bull Street Advisors, LLC 4
Partners Group Holding AG 4
Jetstream Capital LLC 4
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 4
Olstein Funds 4
Montage Investments, Llc 4
CastleKnight Management LP 4
Oppenheimer Equity Fund 4
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 4
Hall Kathryn A. 4
CWS Financial Advisors, LLC 4
Evelyn Partners Asset Management Ltd 4
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 4
Forefront Analytics, LLC 4
Seaport Global Advisors, LLC 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
Tejara Capital Ltd 4
Evolution Wealth Management Inc. 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
Pimco Corporate & Income Opportunity Fund 4
OneAscent Investment Solutions LLC 4
Unique Wealth, Llc 4
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 4
Teamwork Financial Advisors, LLC 4
Lester Murray Antman dba SimplyRich 4
CG Asset Management LLC 4
Hutchens Investment Management Inc 4
Intelligent Financial Strategies 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Perennial Investment Advisors, LLC 4
Argent Wealth Management LLC 4
Shorepoint Capital Partners LLC 4
Vista Investment Management 4
Kelman-Lazarov, Inc. 4
Means Investment Co., Inc. 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
Lodestar Investment Counsel Llc/il 4
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 4
RiverPoint Capital Management, LLC 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
Second Line Capital, LLC 4
Boomfish Wealth Group, LLC 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
Orca Investment Management, LLC 4
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 4
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 4
Valicenti Advisory Services Inc 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
BlackRock ETF Trust - BlackRock Future Innovators ETF 4
LifePro Asset Management 4
Journey Advisory Group, LLC 4
Jupiter Wealth Management LLC 4
PIMCO FUNDS - PIMCO Short Asset Portfolio 4
Northstar Advisory Group, LLC 4
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 4
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 4
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 4
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 4
AGF Investments America Inc. 4
Bearing Point Capital, Llc 4
Wealth Advisory Solutions, LLC 4
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 4
Wall Street Access Asset Management, LLC 4
Hanlon Investment Management, Inc. 4
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 4
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
United Fire Group Inc 4
Blue Chip Partners, Inc. 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 4
ABN AMRO Bank N.V. 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
McLean Asset Management Corp 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
Adams Natural Resources Fund, Inc. 4
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 4
Voce Capital Management LLC 4
Enterprise Bank & Trust Co 4
Cobalt Capital Management, Inc. 4
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 4
Oak Harbor Wealth Partners, Llc 4
Palo Capital, Inc. 4
Hefty Wealth Partners 4
Legal Advantage Investments, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 4
Capstone Triton Financial Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Wealthquest Corp 4
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 4
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
NIXT - EA Series Trust - Research Affiliates Deletions ETF 4
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 4
Tikehau Investment Management 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
Lbmc Investment Advisors, Llc 4
Martin Investment Management, LLC 4
Blackrock Science & Technology Trust 4
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
Vicus Capital 4
IVC Wealth Advisors LLC 4
American National Bank & Trust Co /va/ 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 4
Sterling Manor Financial, LLC 4
Flagship Private Wealth, LLC 4
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
Meridian Financial Partners LLC 4
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 4
Legacy Wealth Partners, Inc. 4
Main Management ETF Advisors, LLC 4
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 4
Blue Pool Management Ltd. 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 4
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 4
Three Seasons Wealth, LLC 4
Detwiler Fenton Investment Management LLC 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 4
Verde Servicos Internacionais S.A. 4
Rnc Capital Management Llc 4
Fulton Breakefield Broenniman Llc 4
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 4
R.P. Boggs & Co. 4
Nexus Investment Management ULC 4
Worldwide Health Sciences Portfolio 4
King Wealth 4
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
LeClair Wealth Partners LLC 4
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 4
Newport Trust Co 4
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 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
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 4
M. Kulyk & Associates, LLC 4
Connors Investor Services Inc 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 4
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 4
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 4
Massar Capital Management, LP 4
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Inlet Private Wealth, LLC 4
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
Anb Bank 4
Wunderlich Capital Managemnt 4
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 4
Perimeter Capital Partners, LLC 4
Board of Trustees of The Leland Stanford Junior University 4
Turim 21 Investimentos Ltda. 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Highland Private Wealth Management 4
Cortina Funds, Inc. 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
Grayhawk Investment Strategies Inc. 4
Partnership Wealth Management, LLC 4
EdgePoint Investment Group Inc. 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
Cortland Associates Inc/mo 4
Asset Allocation & Management Company, LLC 4
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 4
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 4
MeadowBrook Investment Advisors LLC 4
Pembroke Management, LTD 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 4
Wealth Architects, LLC 4
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 4
Flynn James E 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 4
Century Capital Management, LLC 4
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 4
Kesler, Norman & Wride, LLC 4
CXI Advisors 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
Minerva Advisors LLC 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
Foster & Motley Inc 4
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 4
Longboard Asset Management, LP 4
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
Trutina Financial LLC 4
Front Barnett Associates Llc 4
WHV Investments, Inc. 4
National Investment Services of America, LLC 4
Efg Capital International Corp. 4
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
Financial Management Network Inc 4
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 4
Wd Rutherford Llc 4
Connolly Sarah T. 4
Measured Risk Portfolios, Inc. 4
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 4
Texas Bank & Trust Co 4
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
Tennessee Valley Asset Management Partners 4
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF 4
Mma Asset Management Llc 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
Andar Capital Management HK Ltd 4
ShoreHaven Wealth Partners, LLC 4
United Bank 4
Harrington Investments, INC 4
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 4
Octavia Wealth Advisors, LLC 4
Renasant Bank 4
EWJ - iShares, Inc. - iShares MSCI Japan ETF 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Community Bank & Trust, Waco, Texas 4
Scott & Selber, Inc. 4
Orin Green Financial, LLC 4
Gardner Russo & Quinn Llc 4
Holloway Wealth Management, LLC 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
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
Community Trust & Investment Co 4
1248 Management, LLC 4
Private Asset Management Inc 4
Lawson Kroeker Investment Management Inc/ne 4
Matrix Asset Advisors Inc/ny 4
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 4
Analog Century Management LP 4
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 4
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 4
Artisan Partners Holdings Lp 4
Birch Capital Management, LLC 4
NINE MASTS CAPITAL Ltd 4
NFP Retirement, Inc. 4
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 4
Taylor Wealth Management Partners 4
Berry Street Capital Management LLP 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 4
Apollo Tactical Income Fund Inc. 4
Hager Investment Management Services, Llc 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
AQINX - AQR Funds - AQR International Equity Fund Class N 4
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares 4
Connacht Asset Management LP 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
Meridian Management Co 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
Novem Group 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 4
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 4
Palisades Investment Partners, LLC 4
Five Oceans Asset Management LTD 4
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 4
Investment Centers Of America Inc 4
Diversified Enterprises, LLC 4
KAMES CAPITAL management Ltd 4
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
Gary Goldberg Planning Services Inc 4
Edmond de Rothschild (Europe) 4
Vancity Investment Management Ltd 4
Woodward Diversified Capital, Llc 4
Moseley Investment Management Inc 4
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 4
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 4
Garcia Hamilton & Associates Lp/de 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
Patrick M Sweeney & Associates, Inc 4
Clarus Group, Inc. 4
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
Causeway Capital Management Llc 4
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 4
Sloy Dahl & Holst, LLC 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Bristol Gate Capital Partners Inc. 4
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Leviticus Partners LP 4
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 4
Locust Wood Capital Advisers, LLC 4
Alpine Partners USVI, LLC 4
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
Alerus Investment Advisors Corp 4
Heron Bay Capital Management 4
Whitener Capital Management, Inc. 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
Hoese & Co LLP 4
LaFleur & Godfrey LLC 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
Sovran Advisors, LLC 4
CFICX - CALVERT FUND - Calvert Income Fund Class A 4
Castle Hook Partners LP 4
Aberdeen Japan Equity Fund, Inc. 4
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 4
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 4
HoyleCohen, LLC 4
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 4
Geo Capital Gestora de Recursos Ltd 4
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 4
Aster Investment Management Co Inc 4
One68 Global Capital, LLC 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Man Investments (CH) AG 4
Professional Advisory Services Inc 4
Advanced Investment Partners, LLC 4
Mitchell Sinkler & Starr/pa 4
Tri Locum Partners LP 4
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 4
Strategic Financial Services, Inc, 4
Wealth Management Associates, Inc. 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
Traxis Partners Lp 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
YANKCOM Partnership 4
Watchman Group, Inc. 4
Hara Capital LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 4
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 4
WNY Asset Management, LLC 4
Sapience Investments, LLC 4
Ewa, Llc 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Alethea Capital Management, Llc 4
Steele Capital Management, Inc. 4
Provident Wealth Management, LLC 4
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 4
HN Saltoro Capital, LP 4
Vienna Asset Management LLC 4
Deane Retirement Strategies, Inc. 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 4
Tacita Capital Inc 4
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 4
Hudson Value Partners, LLC 4
KP Management LLC 4
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 4
TPG Financial Advisors, LLC 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 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
Telluride Asset Management LLC 4
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 4
BOTT - Themes ETF Trust - Themes Robotics & Automation ETF 4
Colonial River Wealth Management, LLC 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A 4
Princeton Capital Management Inc 4
Integrated Quantitative Investments LLC 4
Sapphire Star Partners LP 4
Red Spruce Capital, LLC 4
Custom Portfolio Group LLC 4
Holderness Investments Co 4
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 4
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 4
Archon Capital Management LLC 4
Union Capital, Llc 4
Relyea Zuckerberg Hanson LLC 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
Lombard Odier & Cie (Canada), Limited Partnership 4
Overland Advisors, LLC 4
Gruber & Mcbaine Capital Management Llc 4
Sheets Smith Investment Management 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
Vollero Beach Capital Partners LLC 4
Wesleyan Assurance Society 4
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 4
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 4
Walkner Condon Financial Advisors LLC 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
Andina Capital Management, LLC 4
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 4
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 4
Steinberg Asset Management Llc 4
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 4
apricus wealth, LLC 4
Pinney & Scofield, Inc. 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 4
BEEX - Tidal Trust III - The BeeHive ETF 4
Tide Point Capital Management, Lp 4
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 4
Sharkey, Howes & Javer 4
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 4
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y 4
Granite FO LLC 4
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 4
Grant Private Wealth Management Inc 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
CPG Cooper Square International Equity, LLC 4
Zuckerman Investment Group, LLC 4
Wormser Freres Gestion 4
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Kettle Hill Capital Management, Llc 4
Cormorant Asset Management, LP 4
Bank OZK 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
Sage Private Wealth Group, Llc 4
Fore Capital, LLC 4
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 4
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
CTRU - Ark ETF Trust - ARK Transparency ETF 4
North American Management Corp 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
AMID - EA Series Trust - Argent Mid Cap ETF 4
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 4
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 4
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
Prossimo Advisors, LLC 4
Clear Perspective Advisors, LLC 4
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 4
Roxbury Financial LLC 4
Live Your Vision, LLC 4
BGPTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 2 4
BW Gestao de Investimentos Ltda. 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
Citizens & Northern Corp 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
Community Capital Management, Inc. 4
Lincoln Capital LLC 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
Meteora Capital, LLC 4
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 4
AssuredPartners Investment Advisors, LLC 4
General American Investors Co Inc 4
Dock Street Asset Management Inc 4
Horst & Graben Wealth Management LLC 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 4
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 4
Quantum Financial Advisors, LLC 4
TigerOak Management, L.L.C. 4
Mirae Asset Securities (usa) Inc. 4
Advantage Advisers Xanthus Fund, L.l.c. 4
Cue Financial Group, Inc. 4
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth 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
Oppenheimer Integrity Funds 3
GQG Partners LLC 3
FS Series Trust - FS Market Neutral Fund Class I 3
RB Capital Management, LLC 3
LeJeune Puetz Investment Counsel LLC 3
Growth Portfolio 3
Capital Income Builder 3
Marietta Wealth Management, LLC 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 3
Smith Shellnut Wilson Llc /adv 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
Amtrust Financial Services, Inc. 3
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
WP Advisors, LLC 3
Elgethun Capital Management 3
BigSur Wealth Management LLC 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
Pimco Flexible Credit Income Fund 3
Fusion Family Wealth LLC 3
Cohen & Steers Global Income Builder, Inc 3
Abbrea Capital, LLC 3
Pimco Global Stocksplus & Income Fund 3
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
Rubric Capital Management LP 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
Paragon Wealth Strategies, LLC 3
REDW Wealth LLC 3
Ako Capital Llp 3
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 3
Clearwater Capital Advisors, LLC 3
Us Global Investors Funds 3
Pvg Asset Management Corp 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
Oppenheimer Series Fund 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
Antonetti Capital Management LLC 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
Sfm, Llc 3
Victory Institutional Funds 3
S.a.c. Global Investors, Llp 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
Oppenheimer Main Street Small Cap Fund 3
Federated Mdt Large Cap Value Fund 3
Loeb Offshore Management LP 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Morris Capital Advisors, LLC 3
Re Advisers Corp 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
Highmount Capital, LLC 3
Lombard Odier & Cie (Bahamas) Ltd 3
Ferox Capital LLP 3
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 3
Tortoise Index Solutions, LLC 3
Western Asset High Income Fund Ii Inc. 3
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 3
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 3
Oppenheimer Discovery Fund 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
Ivy High Income Opportunities Fund 3
Prospect Capital Advisors, LLC 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
Green Valley Investors Llc 3
Oppenheimer Global Strategic Income Fund 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
Reliant Investment Management, LLC 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
Western Asset High Income Opportunity Fund Inc. 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
Schnieders Capital Management Llc 3
Henderson Global Funds 3
Marketocracy Funds 3
Columbia Etf Trust 3
Ray Gerald L & Associates Ltd 3
Keeler THomas Management LLC 3
Wealthstreet Investment Advisors, LLC 3
LexAurum Advisors, LLC 3
Covalis Capital Llp 3
Allen Capital Group, LLC 3
Farmers National Bank 3
Credit Capital Investments LLC 3
Diamant Asset Management, Inc. 3
Kernodle & Katon Asset Management Group, LLC 3
Melqart Asset Management (uk) Ltd 3
Red Cedar Capital, LLC 3
Diameter Capital Partners LP 3
Cornerstone Capital, Inc. 3
Altman Advisors, Inc. 3
Engine Capital Management, LP 3
Biltmore Family Office, LLC 3
Ellenbecker Investment Group 3
Thrax Management, LLC 3
Xai Octagon Floating Rate & Alternative Income Term Trust 3
Burren Capital Advisors Ltd 3
LG Capital Management, LP 3
USAdvisors Wealth Management, LLC 3
Stokes Capital Advisors, LLC 3
Wealth Alliance Advisory Group, LLC 3
Breiter Capital Management Inc 3
Blue Chip Wealth Management, Inc. 3
Bronson Point Management LLC 3
Professional Planning 3
Cs Mckee Lp 3
Aj Wealth Strategies, Llc 3
Brand Asset Management Group, Inc. 3
Clearfield Capital Management Lp 3
JGP Wealth Management, LLC 3
Barnes Dennig Private Wealth Management LLC 3
Cozad Asset Management Inc 3
Northwestern Mutual Investment Services Llc 3
Portfolio Strategies, Inc. 3
Financial Strategy Network, LLC 3
Robinson Capital Management, Llc 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
MACRO Consulting Group 3
Wambolt & Associates, LLC 3
Banbury Partners Llc 3
Signet Investment Advisory Group, Inc. 3
United Income, Inc. 3
Beacon Pointe Wealth Advisors, Llc 3
Brio Consultants, LLC 3
1 North Wealth Services Llc 3
Element Pointe Advisors, Llc 3
Bardin Hill Management Partners Lp 3
Voit & Company, Llc 3
Centaur Capital Partners, L.P. 3
Summit Wealth & Retirement Planning, Inc. 3
Yale University 3
Jackson Hole Capital Partners, LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Advisory Resource Group 3
Private Portfolio Partners Llc 3
Scion Asset Management, LLC 3
Tower House Partners LLP 3
Islet Management, LP 3
Arrow Capital Management, LLC 3
Genesee Capital Advisors, LLC 3
ERTS Wealth Advisors, LLC 3
Stamos Capital Partners, L.p. 3
Toms Capital Investment Management Lp 3
Hawk Ridge Capital Management Lp 3
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 3
Frisch Financial Group, Inc. 3
Palestra Capital Management LLC 3
Miramar Capital, LLC 3
Howard Financial Services, Ltd. 3
Full Sail Capital, LLC 3
Bain Capital Public Equity Management Ii, Llc 3
Peachtree Investment Partners, LLC 3
Centric Wealth Management 3
Occidental Asset Management, LLC 3
Fs Multi-alternative Income Fund 3
Kmg Fiduciary Partners, Llc 3
RVW Wealth, LLC 3
Opes Wealth Management LLC 3
Ceros Financial Services Inc. 3
Ccg Wealth Management, Llc 3
Julex Capital Management, Llc 3
Tradition Asset Management Llc 3
Westhampton Capital, LLC 3
Legend Financial Advisors, Inc. 3
Smith & Howard Wealth Management, LLC 3
Rothschild & Co Wealth Management UK Ltd 3
Stralem Fund 3
Putnam Voyager Fund 3
Tea Leaf Management Investment Trust 3
Wills Financial Group, Inc. 3
Nuveen Equity Premium Advantage Fund 3
Parametric Market Neutral Portfolio 3
Fic Capital Inc 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
Charles Schwab Trust Co 3
Bolton Lp 3
Meridian Investment Counsel Inc. 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
LVZ Advisors, Inc. 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
Brookwood Investment Group LLC 3
Blue Jay Capital Management, Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 3
AlpInvest Partners B.V. 3
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
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Qualcomm Inc/de 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Caliber Wealth Management, LLC / KS 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
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
Dominick & Dominick LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
Tradewinds Global Investors, LLC 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Retirement Capital Strategies 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
Pandora Wealth, Inc. 3
PACIFIC SELECT FUND - Technology Portfolio Class I 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 3
Rowland & Co Investment Counsel/adv 3
Bridge Creek Capital Management LLC 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
TOWER TRUST & INVESTMENT Co 3
Consulta Ltd 3
Price Michael F 3
Ecofin Advisors Ltd 3
Amazon Com Inc 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 3
Forefront Wealth Partners, LLC 3
NWF Advisory Services Inc. 3
Lagoda Investment Management, L.P. 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 3
Valentine Capital Asset Management, Inc. 3
Haberer Registered Investment Advisor Inc 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
Tbp Advisors Ltd 3
Brouwer & Janachowski, LLC 3
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 3
Vision Capital Management, Inc. 3
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
Night Squared LP 3
First Business Financial Services, Inc. 3
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 3
Stone Toro Investment Advisers, LP 3
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 3
Capital Wealth Planning, LLC 3
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 3
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 3
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 3
WSCAX - WANGER ADVISORS TRUST - Wanger International 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
Sterne Agee Group, Inc. 3
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 3
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 3
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 3
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 3
Icc Capital Management Inc/ 3
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
Hahn Capital Management Llc 3
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 3
Harvard Management Co Inc 3
Parametric Risk Advisors LLC 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
Firsthand Capital Management, Inc. 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 3
Fundsmith LLP 3
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 3
Alken Asset Management Ltd. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Jericho Capital Asset Management L.P. 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 3
Curbstone Financial Management Corp 3
Baker Bros. Advisors Lp 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
Berkshire Asset Management Llc/pa 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
Summit Financial Wealth Advisors, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 3
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 3
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 3
Raub Brock Capital Management LP 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 3
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 3
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
Securian Funds Trust - SFT Ivy Growth Fund 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 3
Speece Thorson Capital Group Inc 3
PENN SERIES FUNDS INC - Large Core Growth Fund 3
Strategic Wealth Management Inc 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Lingohr & Partner Asset Management GmbH 3
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 3
Jacobson & Schmitt Advisors, Llc 3
Regents Of The University Of California 3
Manitou Investment Management Ltd. 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
Weatherbie Capital, Llc 3
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Wolf Group Capital Advisors 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
First Long Island Investors, LLC 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 3
Holland Capital Management Llc 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Ws Management Lllp 3
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Eclectica Asset Management LLP 3
INVN - Alger ETF Trust - Alger Russell Innovation ETF 3
First Houston Capital, Inc. 3
Wharton Business Group, LLC 3
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF 3
Jacobus Wealth Management, Inc. 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Legacy Capital Partners, Inc. 3
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 3
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Lehman Financial Resources, Inc. 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
MBIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Franchise Portfolio Class II 3
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 3
Autus Asset Management, LLC 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
Private Harbour Investment Management & Counsel, LLC 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
Adell Harriman & Carpenter Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 3
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Terra Nova Asset Management LLC 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Crow Point Partners, LLC 3
Beacon Financial Group 3
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 3
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 3
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 3
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
VNBTrust, National Association 3
Leith Wheeler Investment Counsel Ltd. 3
M. Kraus & Co 3
Marshwinds Advisory Co 3
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 3
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 3
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 3
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
Baker Boyer National Bank 3
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF 3
Bouchey Financial Group Ltd 3
Banced Corp 3
Hartwell J M Limited Partnership 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 3
ULTRA SERIES FUND - Large Cap Growth Fund Class I 3
ULTRA SERIES FUND - Mid Cap Fund Class I 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Campbell Newman Asset Management Inc 3
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 3
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Benin Management CORP 3
Profit Investment Management, LLC 3
Jacobs & Co/ca 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 3
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 3
Stewart & Patten Co Llc 3
R.H. Dinel Investment Counsel, Inc. 3
Profunds - Profund Vp Semiconductor 3
New Century Investment Management, Inc 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
Bonness Enterprises Inc 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
Elm Advisors, Llc 3
Lathrop Investment Management Corp 3
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 3
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
Round Table Services, LLC 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
DORCHESTER WEALTH MANAGEMENT Co 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
HITE Hedge Asset Management LLC 3
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 3
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 3
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 3
Mathes Company, Inc. 3
Atlas Brown,Inc. 3
Taylor Frigon Capital Management LLC 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
Cliftonlarsonallen Wealth Advisors, Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
Icm Asset Management Inc/wa 3
Roffman Miller Associates Inc /pa/ 3
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 3
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 3
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
Rothschild Capital Partners, LLC 3
St. James Investment Company, LLC 3
Goldman Sachs Asset Management, L.p. 3
JCIC Asset Management Inc. 3
HFCSX - HENNESSY FUNDS TRUST - Hennessy Focus Fund Investor Class 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
FT Options LLC 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 3
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 3
Nwi Management Lp 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
Charlemagne Capital Ltd 3
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 3
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 3
Analyst IMS Investment Management Services Ltd. 3
Boardman Bay Capital Management Llc 3
Coyle Financial Counsel LLC 3
Fore Research & Management, LP 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
Altrinsic Global Advisors Llc 3
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 3
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 3
YOKE - EA Series Trust - Yoke Core ETF 3
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 3
HealthInvest Partners AB 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Sadoff Investment Management Llc 3
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 3
Bridges Investment Counsel Inc/ 3
Cape Ann Savings Bank 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
GURU - Global X Funds - Global X Guru Index ETF 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
Millie Capital Management, Llc 3
Guild Investment Management, Inc. 3
Country Club Trust Company, n.a. 3
Douglas C. Lane & Associates, Inc. 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 3
Argentiere Capital Ag 3
Sterling Investment Management, Inc. 3
Private Wealth Advisors, Inc. 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 3
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
Roanoke Asset Management Corp/ Ny 3
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Blue Fin Capital, Inc. 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Camelot Portfolios, LLC 3
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 3
Goodman Financial Corp 3
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 3
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 3
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 3
Asset Advisors Corp 3
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
Selway Asset Management 3
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 3
RQSI Ltd 3
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 3
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
Mondrian Investment Partners LTD 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Lineweaver Wealth Advisors, LLC 3
Credential Securities Inc. 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
S.E.E.D. Planning Group LLC 3
TPG Group Holdings (SBS) Advisors, Inc. 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
Kanawha Capital Management Llc 3
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 3
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 3
Shikiar Asset Management Inc 3
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 3
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 3
Jensen Investment Management Inc 3
Birmingham Capital Management Co Inc/al 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Burnham Asset Management Corp /ny/ 3
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 3
300 North Capital, Llc 3
Fiduciary Group LLC 3
Northstar Group, Inc. 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
Compass Capital Management, Inc 3
Cardinal Capital Management 3
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 3
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 3
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 3
Sphinx Trading, Lp 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 3
SeaTown Holdings Pte. Ltd. 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
Constellation Wealth Advisors, LLC 3
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 3
Friedberg Investment Management 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
Connective Capital Management, LLC 3
Sarasin & Partners LLP 3
USD - PROSHARES TRUST - ProShares Ultra Semiconductors 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
KEMPER Corp 3
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
VCCBX - VALIC Co II - Core Bond Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 3
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Domani Wealth, LLC 3
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 3
Mork Capital Management, LLC 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Pennsylvania Capital Management Inc /adv 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Retirement Planning Group 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
Palisades Hudson Asset Management, L.P. 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
Sprott Inc. 3
Outfitter Advisors, Ltd. 3
Sustainable Growth Advisers, LP 3
Staley Capital Advisers Inc 3
Clovis Capital Management Lp 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
Bridgecreek Investment Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 3
Knightsbridge Asset Management, Llc 3
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 3
Mogy Joel R Investment Counsel Inc 3
Schafer Cullen Capital Management Inc 3
Prudent Investors Network 3
Meadow Creek Wealth Advisors Llc 3
Aspex Management (HK) Ltd 3
Aurora Private Wealth, Inc. 3
Elevated Capital Advisors, LLC 3
Stonebridge Financial Planning Group, LLC 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
TBH Global Asset Management, LLC 3
Firestone Capital Management 3
Houlihan Financial Resource Group, Ltd. 3
Professional Financial Advisors, LLC 3
HBC Financial Services, PLLC 3
NAN FUNG TRINITY (HK) Ltd 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Moser Wealth Advisors, LLC 3
Austin Private Wealth, LLC 3
Stewart Asset Management, LLC 3
Vigilare Wealth Management 3
Aberdeen Wealth Management LLC 3
Advantage Alpha Capital Partners LP 3
Evelyn Partners Investment Management (Europe) Ltd 3
Sterneck Capital Management, LLC 3
Atreides Management, LP 3
Asher Enterprises Inc 3
Soundwatch Capital LLC 3
Heron Financial Group, Llc 3
Capital Insight Partners, Llc 3
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
Tempus Wealth Planning, LLC 3
Sunflower Bank, Na Wealth Management 3
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 3
Arena Investors LP 3
Patriot Wealth Management, Inc. 3
Proffitt & Goodson Inc 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Triton Wealth Management, PLLC 3
Auxano Advisors, LLC 3
Capital One Financial Corp 3
StrongBox Wealth, LLC 3
VR Adviser, LLC 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class 3
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 3
Court Place Advisors, LLC 3
Jackson Wealth Management, LLC 3
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 3
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 3
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 3
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 3
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 3
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
Emory University 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
Grace & White Inc /ny 3
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
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
Missouri Valley Partners, Inc. 3
Winslow Asset Management Inc 3
Noesis Capital Mangement Corp 3
Gleason Group, Inc. 3
Spero-smith Investment Advisers Inc /oh 3
Pettyjohn, Wood & White, Inc 3
StellarOne CORP 3
Fenimore Asset Management Trust 3
Woodburn R Robert Jr 3
Cazenove Capital Management Ltd 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 3
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 3
Todd Asset Management Llc 3
Vaughan David Investments Inc/il 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
Nicusa Capital Partners, L.p. 3
One Day In July LLC 3
Bft Financial Group, Llc 3
Windmill Hill Asset Management Ltd 3
Summitry Llc 3
Rbo & Co Llc 3
Independent Investors Inc 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 3
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 3
Codex Capital, L.L.C. 3
Paradice Investment Management LLC 3
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Oak Harvest Investment Services 3
Grant/GrossMendelsohn, LLC 3
Oracle Investment Management Inc 3
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 3
Foster Group, Inc. 3
Golden Green, Inc. 3
TrueWealth Advisors, LLC 3
Garrett Investment Advisors LLC 3
Brown Miller Wealth Management, LLC 3
Hugh Johnson Advisors LLC 3
Morris Retirement Advisors, LLC 3
Falcon Wealth Planning 3
West Financial Advisors, LLC 3
Stenahm Asset Managment Ltd 3
Bouvel Investment Partners, LLC 3
Kaizen Financial Strategies 3
Latitude Advisors, LLC 3
Galvin, Gaustad & Stein, LLC 3
Bingham Osborn & Scarborough Llc 3
Financial Avengers, Inc. 3
Kavar Capital Partners Group, Llc 3
Waycross Partners, Llc 3
Avenue 1 Advisors, LLC 3
Alta Wealth Advisors LLC 3
Annandale Capital, LLC 3
Rempart Asset Management Inc. 3
Montis Financial, LLC 3
Insight Advisors, LLC/ PA 3
Green Square Capital Advisors Llc 3
Oder Investment Management, LLC 3
Cannon Global Investment Management, LLC 3
Oak Family Advisors, Llc 3
Thrive Capital Management, LLC 3
Greystone Financial Group, LLC 3
Sandbox Financial Partners, LLC 3
Ophir Asset Management Pty Ltd 3
Trilogy Global Advisors Lp 3
Cypress Funds Llc 3
Collaborative Holdings Management LP 3
Curated Wealth Partners LLC 3
Ade, Llc 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Wealthspring Capital LLC 3
P Schoenfeld Asset Management Lp 3
Signature Wealth Management Partners, LLC 3
Cloverfields Capital Group, Lp 3
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 3
Ascendant Capital Management, LLC 3
Foresite Capital Management V, LLC 3
Merewether Investment Management, LP 3
Red Wave Investments LLC 3
Pinpoint Asset Management (Singapore) Pte. Ltd. 3
Taddei, Ludwig & Associates, Inc. 3
Lazard Freres Gestion S.A.S. 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 3
Bradley Mark J. 3
Valliance Asset Management Ltd 3
Tt International 3
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF 3
Laird Norton Trust Company, Llc 3
VELA Funds - VELA Small Cap Fund Class I 3
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
Defined Wealth Management, Llc 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Stonepine Capital Management, LLC 3
PGIM Short Duration High Yield Opportunities Fund 3
Bard Financial Services, Inc. 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
Ruffer LLP 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
Precision Wealth Strategies, LLC 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
Wilkinson Global Asset Management LLC 3
Crew Capital Management, Ltd. 3
One + One Wealth Management, Llc 3
Haverford Financial Services, Inc. 3
S Squared Technology, LLC 3
Camden National Corp 3
Quantitative Value Technologies, Llc 3
Michas Alexis P 3
Union Heritage Capital, LLC 3
George Kaiser Family Foundation 3
Fermata Advisors, LLC 3
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 3
Sagard Holdings Management Inc. 3
PIMCO Dynamic Income Opportunities Fund 3
Prentice Wealth Management LLC 3
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 3
Wescott Financial Advisory Group, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
Northpond Ventures, LP 3
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 3
EPRE - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW ESG Premier Equity ETF 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
HFR Wealth Management, LLC 3
Atw Spac Management Llc 3
Nottingham Advisors, Inc. 3
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class 3
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
Rpo Llc 3
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares 3
First Affirmative Financial Network 3
ARS Wealth Advisors Group, LLC 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Absolute Investment Advisers Llc 3
Sands Capital Ventures, LLC 3
Financial Council Asset Management Inc 3
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 3
Provident Investment Management, Inc. 3
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 3
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 3
REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares 3
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 3
FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I 3
FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I 3
Gendell Jeffrey L 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares 3
ZGEIX - Advisors' Inner Circle Fund III - NINETY ONE GLOBAL ENVIRONMENT FUND I Shares 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 3
Crestmont Private Wealth LLC 3
LRT Capital Management, LLC 3
Evergreen Wealth Solutions, LLC 3
Atlantic Private Wealth, LLC 3
Agate Pass Investment Management, LLC 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
Buttonwood Financial Advisors Inc. 3
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
Halsey Associates Inc/ct 3
DGS Capital Management, LLC 3
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Para Advisors Llc 3
Yarbrough Capital, LLC 3
Helios Capital Management Pte. Ltd 3
Kathleen S. Wright Associates Inc. 3
Perfromance Wealth Partners, LLC 3
Zimmermann Investment Management & Planning Llc 3
Tiger Management L.l.c. 3
Waypoint Capital Advisors, LLC 3
Bennett Lawrence Management L L C/ny 3
Stegent Equity Advisors, Inc. 3
BlackDiamond Wealth Management Inc. 3
Evolution Advisers, Inc. 3
Abeille Asset Management Sa 3
Beach Investment Management, LLC. 3
Flynn Zito Capital Management, Llc 3
True Bearing Asset Management LP 3
Chemistry Wealth Management LLC 3
Alkeon Capital Management Llc 3
Integrity Capital Management (HK) Ltd 3
Maripau Wealth Management Llc 3
Life Planning Partners, Inc 3
Drystone LLC 3
CALIFORNIA FIRST LEASING Corp 3
Blue Owl Capital Holdings LP 3
MKT Advisors LLC 3
Tenere Capital LLC 3
Hongkou Capital LP 3
Alpine Peaks Capital, LP 3
Sandia Investment Management LP 3
Win Advisors, Inc 3
Gould Capital, LLC 3
Disciplined Equity Management, Inc. 3
Redmont Wealth Advisors Llc 3
Mill Capital Management, LLC 3
Guerra Pan Advisors, Llc 3
Planning Center, Inc. 3
West Michigan Advisors, Llc 3
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 3
Magnolia Wealth Management, LLC 3
Apeiron RIA LLC 3
NCM Capital Management, LLC 3
Concorde Financial Corp 3
Rather & Kittrell, Inc. 3
Future Fund LLC 3
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 3
FirstPurpose Wealth LLC 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 3
Hellman Jordan Management Co Inc /ma/ 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
Cloverdale Capital Management, LLC 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Schrum Private Wealth Management LLC 3
Merlin Capital LLC 3
Security Financial Services, INC. 3
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 3
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 3
Sentry Investments Corp. 3
Walker Asset Management, LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
Nvest Financial, LLC 3
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 3
Killen Group Inc 3
Brooklyn FI, LLC 3
Insight Inv LLC 3
Cladis Investment Advisory, LLC 3
Commons Capital, Llc 3
Athena Investment Management 3
Bernzott Capital Advisors 3
Hutchens & Kramer Investment Management Group, LLC 3
Samjo Capital LLC 3
Range Financial Group LLC 3
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 3
L.m. Kohn & Company 3
Willner & Heller, Llc 3
Presidio Capital Management, LLC 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
Polygon Management Ltd. 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Ritter Daniher Financial Advisory LLC / DE 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 3
VELA Funds - VELA Income Opportunities Fund Class A 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
CVI Investments, Inc. 3
Second Half Financial Partners, LLC 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
Axim Planning & Wealth 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
Davis Selected Advisers 3
Investidor Profissional Gestao de Recursos Ltda. 3
Drw Securities, L.l.c. 3
Sea Otter Advisors LLC 3
MGO Private Wealth, LLC 3
Warther Private Wealth, LLC 3
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I 3
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 3
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
Gallacher Capital Management LLC 3
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 3
Cardinal Capital Management Llc /ct 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Chapin Davis, Inc. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
Pacific Sage Partners, LLC 3
Olistico Wealth, LLC 3
Goldstein Advisors, LLC 3
Forza Wealth Management, LLC 3
Petredis Investment Advisors Llc 3
Milestone Asset Management, Llc 3
CPA Asset Management LLC 3
Semus Wealth Partners LLC 3
XY Capital Ltd 3
Koesten, Hirschmann & Crabtree, INC. 3
Watershed Private Wealth Llc 3
WS Portfolio Advisory, LLC 3
New Mountain Vantage Advisers, L.l.c. 3
Clifford Group, LLC 3
Hobart Private Capital, LLC 3
Tanglewood Legacy Advisors, LLC 3
Arista Wealth Management, LLC 3
Delap Wealth Advisory, Llc 3
Delta Financial Group, Inc. 3
Worth Financial Advisory Group, LLC 3
Beverly Hills Private Wealth, LLC 3
Flow State Investments, L.P. 3
Fiduciary Management Inc /wi/ 3
Financial Freedom, LLC 3
Teachers Insurance & Annuity Association Of America 3
Artia Global Partners LP 3
Rales Steven M 3
Silverlake Wealth Management Llc 3
Bensler, LLC 3
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
Crystalline Management Inc. 3
Werba Rubin Papier Wealth Management 3
Akre Capital Management Llc 3
Legacy Trust 3
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 3
Matrix Capital Management Company, LP 3
Consolidated Portfolio Review Corp 3
ABLE Financial Group, LLC 3
Ruggaard & Associates LLC 3
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 3
Lord Abbett Floating Rate High Income Fund 3
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 3
Smallcap World Fund Inc 3
First County Bank /CT/ 3
Tema ETF Trust - Tema American Reshoring ETF 3
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 3
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 3
Elevatus Welath Management 3
Seven Mile Advisory 3
EDENTREE ASSET MANAGEMENT Ltd 3
New Republic Capital, LLC 3
Rappaport Reiches Capital Management, LLC 3
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 3
First Wilshire Securities Management Inc 3
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF 3
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
WFA Asset Management Corp 3
Lone Pine Capital Llc 3
Kure Advisory, LLC 3
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund 3
Amici Capital, LLC 3
Sound Stewardship, LLC 3
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 3
Kickstand Ventures, Llc. 3
Disciplina Capital Management LLC 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Calvert Management Series - Calvert Global Equity Fund Class I 3
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
Pantechnicon Advisors LLP 3
Eagle Capital Management Llc 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
Morton Capital Management LLC/CA 3
One River Asset Management, LLC 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 3
LongView Wealth Management 3
Cultivar Capital, Inc. 3
Trust Co of the South 3
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 3
Goldman Capital Management Inc 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 3
Keener Financial Planning LLC 3
Philip James Wealth Mangement, LLC 3
Tyche Wealth Partners LLC 3
LifePlan Financial, LLC 3
Kensico Capital Management Corp 3
Sentry LLC 3
Eagle Wealth Strategies Llc 3
River Road Asset Management, LLC 3
Fielder Capital Group LLC 3
Breed's Hill Capital LLC 3
Harmony Asset Management Llc 3
Apex Capital, Llc 3
Stablepoint Partners, LLC 3
Decheng Capital LLC 3
Pingora Partners LLC 3
Gold Investment Management Ltd. 3
Maia Wealth LLC 3
Aviso Wealth Management 3
Williamson Legacy Group, LLC 3
Lummis Asset Management, LP 3
Bulltick Wealth Management, LLC 3
Munro Partners 3
DSC Advisors, L.P. 3
Taylor Financial Group, Inc. 3
Sunpointe, LLC 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
Sierra Summit Advisors Llc 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
Abel Hall, LLC 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 3
Nierenberg Investment Management Company, Inc. 3
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 3
Franklin Templeton ETF Trust - Franklin Focused Growth ETF 3
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF 3
Leo Wealth, LLC 3
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
waypoint wealth counsel 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
Mak Capital One Llc 3
Glacier Peak Capital LLC 3
Duncan Williams Asset Management, LLC 3
Emprise Bank 3
Strategic Planning Group, Llc 3
Foguth Wealth Management, LLC. 3
JBR Co Financial Management Inc 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 3
Pullen Investment Management, LLC 3
49 Wealth Management, Llc 3
Fiduciary Family Office, Llc 3
De Lisle Partners LLP 3
Umpqua Bank 3
Cascade Financial Partners, LLC 3
Evergreen Quality Fund GP, Ltd. 3
Watts Gwilliam & Co., LLC 3
Clear Point Advisors Inc. 3
Raelipskie Partnership 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
Pathway Financial Advisers, LLC 3
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 3
Keynote Financial Services Llc 3
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 3
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 3
Bank & Trust Co 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
Generate Investment Management Ltd 3
Codex Capital Asset Management L.L.C. 3
Chris Bulman Inc 3
Robocap Asset Management Ltd 3
William B. Walkup & Associates, Inc. 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
New Wave Wealth Advisors Llc 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
Cannon Financial Strategists, Inc. 3
GRW - TCW ETF Trust - TCW Compounders ETF 3
BlackRock ETF Trust - BlackRock Large Cap Growth ETF 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
Osprey Private Wealth LLC 3
Howard Bailey Securities, Llc 3
Elyxium Wealth, LLC 3
Villere St Denis J & Co Llc 3
B&l Asset Management Llc 3
SGL Investment Advisors, Inc. 3
Broadfin Capital, LLC 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Elevation Series Trust - TrueShares Active Yield ETF 3
American Financial Group Inc 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 3
Pines Wealth Management, LLC 3
Board of the Pension Protection Fund 3
Paulson & Co. Inc. 3
Fairvoy Private Wealth, LLC 3
Elevate Capital Advisors, LLC 3
Kentucky Trust Co 3
Peapod Lane Capital LLC 3
Abc Arbitrage Sa 3
Advyzon Investment Management, LLC 3
Abound Financial, Llc 3
Purkiss Capital Advisors LLC 3
Hickory Point Bank & Trust 3
Permanent Capital Management, LP 3
Clare Market Investments LLC 3
Gwn Securities Inc. 3
Talos Asset Management LP 3
Boxer Capital, LLC 3
OneAscent Family Office, LLC 3
May Hill Capital, LLC 3
Hollow Brook Wealth Management LLC 3
Tandem Investment Partners LLC 3
Optimize Financial Inc 3
Greenlight Capital Inc 3
Spurstone Advisory Services, LLC 3
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF 3
Sphera Management Technology Funds Ltd 3
St. Clair Advisors, LLC 3
Paradoxiom Capital L.P. 3
Mink Brook Asset Management LLC 3
Gallo Partners, LP 3
Navigoe, LLC 3
Challenger Wealth Management 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
TFR Capital, LLC. 3
Chancellor Financial Group WB LP 3
TCW ETF Trust - TCW Corporate Bond ETF 3
Sawyer & Company, Inc 3
KCS Wealth Advisory 3
McCollum Christoferson Group LLC 3
Brickley Wealth Management 3
Pratt Collard Advisory Partners LLC 3
Landaas & Co /wi /adv 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
Oppenheimer International Small-mid Co Fund 3
Algebris (uk) Ltd 3
Cantor Fitzgerald Investment Adviser L.p. 3
Santa Monica Partners Lp 3
Woodbridge CO LTD 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
Vivaldi Capital Management, LLC 3
Northstar Wealth Partners LLC 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 3
Nuveen Senior Income Fund 3
Nuveen Floating Rate Income Opportunity Fund 3
Nuveen Short Duration Credit Opportunities Fund 3
Linden Capital L.P. 3
Lincoln Capital Corp 3