Crude Petroleum and Natural Gas - 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
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 403
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 329
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 299
Morgan Stanley 281
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 278
UBS Group AG 272
Bank Of America Corp /de/ 269
Citadel Advisors Llc 265
Goldman Sachs Group Inc 264
Jpmorgan Chase & Co 263
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 259
Wells Fargo & Company/mn 259
Deutsche Bank Ag\ 259
Royal Bank Of Canada 257
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 255
Citigroup Inc 254
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 250
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 250
Barclays Plc 249
Susquehanna International Group, Llp 247
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 246
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 245
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 243
BlackRock, Inc. 238
Tower Research Capital LLC (TRC) 234
Millennium Management Llc 234
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 232
Credit Suisse Ag/ 230
Proequities, Inc. 228
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 226
Blackrock Core Bond Trust 225
Ameriprise Financial Inc 224
Blackrock Corporate High Yield Fund, Inc. 221
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 220
Bank of New York Mellon Corp 218
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 218
Bnp Paribas Arbitrage, Sa 217
Jane Street Group, Llc 217
Blackrock Ltd Duration Income Trust 216
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 215
Invesco Ltd. 215
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 212
Geode Capital Management, Llc 212
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 211
State Street Corp 209
Fmr Llc 209
Bank Of Montreal /can/ 207
AHIVX - American Century Investment Trust - High Income Fund Investor Class 206
Blackrock Multi-sector Income Trust 206
Group One Trading, L.p. 205
Renaissance Technologies Llc 205
Northern Trust Corp 204
Creative Planning 203
Pnc Financial Services Group, Inc. 202
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 202
Manufacturers Life Insurance Company, The 202
Blackrock Credit Allocation Income Trust 201
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 199
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 198
American International Group, Inc. 197
IFP Advisors, Inc 194
MASTER BOND LLC - Master Total Return Portfolio 194
Blackrock Debt Strategies Fund, Inc. 193
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 193
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 192
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 190
Simplex Trading, Llc 190
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 190
Vanguard Group Inc 190
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 189
Alliancebernstein Global High Income Fund Inc 188
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 186
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 185
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 185
Prelude Capital Management, Llc 184
D. E. Shaw & Co., Inc. 184
Pacer Advisors, Inc. 183
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 183
SG Americas Securities, LLC 182
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 182
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 182
Alliancebernstein L.p. 182
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 181
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 181
Us Bancorp \de\ 181
Dimensional Fund Advisors Lp 181
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 179
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 179
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 179
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 179
Six Circles Trust - Six Circles Credit Opportunities Fund 178
Marshall Wace, Llp 176
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 175
Two Sigma Investments, Lp 175
Ubs Ag 175
Wolverine Asset Management Llc 174
Nomura Holdings Inc 173
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 171
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 170
Ladenburg Thalmann Financial Services Inc 170
Virtu Financial LLC 170
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 169
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 169
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 169
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 168
California Public Employees Retirement System 168
Jefferies Group LLC 168
Stifel Financial Corp 168
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 167
Aqr Capital Management Llc 167
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 167
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 166
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 166
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 166
Paloma Partners Management Co 165
Kcg Holdings, Inc. 165
Guggenheim Capital Llc 165
Price T Rowe Associates Inc /md/ 164
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 164
Ubs Asset Management Americas Inc 164
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 164
Rhumbline Advisers 164
LPL Financial LLC 163
Gsa Capital Partners Llp 163
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 163
Sei Investments Co 163
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 163
Parallax Volatility Advisers, L.P. 163
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 162
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 162
Wellington Management Group Llp 162
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 161
Charles Schwab Investment Management Inc 160
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 160
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 160
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 159
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 159
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 159
First Trust Advisors Lp 157
Raymond James & Associates 157
Walleye Trading LLC 157
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 157
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 157
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 156
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 156
Panagora Asset Management Inc 154
Parametric Portfolio Associates Llc 154
Cutler Group LP 154
Advisor Group Holdings, Inc. 154
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 153
Wolverine Trading, Llc 153
PEAK6 Investments, L.P. 153
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 153
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 153
Legal & General Group Plc 152
Russell Investments Group, Ltd. 152
New York State Common Retirement Fund 152
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 152
Two Sigma Advisers, Lp 152
Cubist Systematic Strategies, LLC 152
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 152
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 152
Allianz Asset Management GmbH 152
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 151
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 151
Raymond James Financial Services Advisors, Inc. 151
Northwestern Mutual Wealth Management Co 150
Arrowstreet Capital, Limited Partnership 150
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 150
Squarepoint Ops LLC 150
HighTower Advisors, LLC 149
Victory Capital Management Inc 149
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 149
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 149
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 149
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 149
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 149
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 149
Lazard Asset Management Llc 148
Huntington National Bank 148
California State Teachers Retirement System 148
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 147
Fifth Third Bancorp 147
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 146
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 146
Captrust Financial Advisors 145
Voya Investment Management Llc 145
BlackRock Fund Advisors 145
Tudor Investment Corp Et Al 144
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 144
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 144
Quantbot Technologies LP 144
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 144
BlackRock Institutional Trust Company, N.A. 144
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 143
BlackRock Advisors LLC 143
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 143
Verition Fund Management LLC 143
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 143
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 143
Bessemer Group Inc 143
Two Sigma Securities, Llc 143
Hrt Financial Lp 143
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 143
Macquarie Group Ltd 142
Acadian Asset Management Llc 142
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 142
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 141
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 141
Federated Hermes, Inc. 141
Envestnet Asset Management Inc 140
Advanced Series Trust - Ast High Yield Portfolio 140
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 140
Franklin Resources Inc 140
Balyasny Asset Management Llc 140
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 139
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 139
Glenmede Trust Co Na 139
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 139
Hsbc Holdings Plc 139
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 139
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 138
American Century Companies Inc 138
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 138
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 138
Advisor Group, Inc. 138
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 137
Schonfeld Strategic Advisors LLC 137
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 137
Boothbay Fund Management, Llc 137
Advisory Services Network, LLC 137
Oxford Asset Management Llp 136
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 136
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 136
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 136
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 136
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 136
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 136
Bridgeway Capital Management Inc 136
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 135
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 135
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 135
Comerica Bank 135
Prudential Financial Inc 135
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 134
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 134
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 134
Metropolitan Life Insurance Co/ny 134
BlackRock Investment Management, LLC 134
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 134
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 133
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 133
NOSGX - Northern Funds - Northern Small Cap Value Fund 133
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 133
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 133
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 133
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 133
Thrivent Financial For Lutherans 133
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 132
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 132
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 132
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 132
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 132
Connor, Clark & Lunn Investment Management Ltd. 132
Zurcher Kantonalbank (Zurich Cantonalbank) 132
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 132
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 132
Spot Trading L.L.C 131
Nuveen Asset Management, LLC 131
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 131
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 131
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 131
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 131
Neuberger Berman Group LLC 131
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 131
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 131
Cwm, Llc 130
Great West Life Assurance Co /can/ 130
Principal Financial Group Inc 130
Dynamic Technology Lab Private Ltd 130
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 130
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 129
Teacher Retirement System Of Texas 129
Strs Ohio 129
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 129
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 129
Swiss National Bank 129
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 128
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 128
Point72 Asset Management, L.P. 128
PDT Partners, LLC 128
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 128
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 128
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 127
Clear Street Markets Llc 127
Ameritas Investment Partners, Inc. 127
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 127
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 127
A.R.T. Advisors, LLC 127
Css Llc/il 126
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 126
Qube Research & Technologies Ltd 126
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 126
Highbridge Capital Management Llc 126
Marshall Wace North America L.P. 126
Cambridge Investment Research Advisors, Inc. 125
HAP Trading, LLC 125
Parallel Advisors, LLC 125
Putnam Investments Llc 125
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 125
Eaton Vance Ltd Duration Income Fund 125
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 124
Signaturefd, Llc 124
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 124
Nationwide Fund Advisors 124
Meeder Asset Management Inc 124
Engineers Gate Manager LP 124
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 124
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 124
FEDERATED CORE TRUST - High Yield Bond Portfolio 124
Hudson Bay Capital Management LP 124
Principal Funds Inc 123
Russell Frank Co/ 123
Schroder Investment Management Group 123
GWM Advisors LLC 123
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 123
National Asset Management, Inc. 123
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 123
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 123
BlackRock Credit Strategies Fund 123
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 123
College Retirement Equities Fund 123
State Board Of Administration Of Florida Retirement System 123
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 123
ProShare Advisors LLC 123
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 123
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 123
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 122
Alpine Global Management, LLC 122
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 122
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 122
Janney Montgomery Scott LLC 122
CIBC Private Wealth Group, LLC 122
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 122
BlueCrest Capital Management Ltd 121
Walleye Capital LLC 121
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 121
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 121
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 121
Public Employees Retirement System Of Ohio 121
BlackRock Group LTD 120
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 120
Putnam Premier Income Trust 119
Quadrant Capital Group Llc 119
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 119
Aperio Group, LLC 119
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 119
PEAK6 Investments LLC 119
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 118
First Horizon Advisors, Inc. 118
Invesco Bond Fund 118
Calamos Global Dynamic Income Fund 118
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 118
Oppenheimer & Co Inc 117
Tiaa Cref Investment Management Llc 117
Graham Capital Management, L.P. 117
Hbk Investments L P 117
Credit Agricole S A 117
Magnetar Financial LLC 117
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 117
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 116
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 116
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 116
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 116
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 116
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 116
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 116
Canada Pension Plan Investment Board 116
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 116
Steward Partners Investment Advisory, Llc 116
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 115
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 115
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 115
Norges Bank 115
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 115
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 115
TCI Wealth Advisors, Inc. 115
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 114
VDAFX - VALIC Co I - Dynamic Allocation Fund 114
Ubs Oconnor Llc 114
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 114
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 114
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 114
LMR Partners LLP 114
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 113
Putnam Master Intermediate Income Trust 113
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 113
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 113
Allworth Financial LP 113
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 113
Trexquant Investment LP 113
Teachers Advisors, Llc 113
State Of Wisconsin Investment Board 113
Nisa Investment Advisors, Llc 112
D.a. Davidson & Co. 112
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 112
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 112
Janus Henderson Group Plc 112
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 112
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 112
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 111
M&t Bank Corp 111
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 111
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 110
ExodusPoint Capital Management, LP 110
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 110
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 110
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 110
Amalgamated Bank 109
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 109
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 109
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 109
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 109
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 109
Vanguard Index Funds 109
Toronto Dominion Bank 109
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 109
MetLife Securities, Inc 109
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 109
Calamos Global Total Return Fund 108
Calamos Strategic Total Return Fund 108
Mackenzie Financial Corp 108
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 108
Tiaa-cref Funds 108
Man Group plc 108
MetLife Investment Management, LLC 108
NEXT Financial Group, Inc 108
High Income Opportunities Portfolio - High Income Opportunities Portfolio 108
Private Advisor Group, LLC 108
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 108
Claymore Exchange-traded Fund Trust 107
Tfs Capital Investment Trust 107
Private Trust Co Na 107
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 107
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 107
Calamos Convertible Opportunities & Income Fund 107
Los Angeles Capital Management Llc 107
Calamos Convertible & High Income Fund 107
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 106
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 106
Capstone Investment Advisors, Llc 106
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 106
Stratos Wealth Partners, LTD. 106
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 106
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 106
John Hancock Hedged Equity & Income Fund 106
WFG Advisors, LP 106
Sunbelt Securities, Inc. 105
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 105
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 105
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 105
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 105
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 105
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 105
Laurion Capital Management LP 105
Invesco High Income Trust Ii 105
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 105
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 105
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 105
O'shaughnessy Asset Management, Llc 105
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 104
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 104
First Manhattan Co 104
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 104
CoreCommodity Management, LLC 104
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 104
Federation des caisses Desjardins du Quebec 104
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 104
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 104
AMP Capital Investors Ltd 104
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 104
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 104
Advent Capital Management /de/ 104
Adage Capital Partners Gp, L.l.c. 103
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 103
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 103
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 103
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 103
Commonwealth Equity Services, Llc 103
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 103
Mariner, LLC 103
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 103
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 103
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 102
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 102
Quadrature Capital Ltd 102
Axa S.a. 102
Td Asset Management Inc 102
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 102
Managed Account Advisors Llc 102
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 102
Nine Chapters Capital Management LLC 102
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 102
Jane Street Holding, LLC 102
Jump Financial, LLC 102
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 101
Alberta Investment Management Corp 101
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 101
Grantham, Mayo, Van Otterloo & Co. LLC 101
Alyeska Investment Group, L.P. 101
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 101
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 101
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 101
MUFG Americas Holdings Corp 100
Alps Advisors Inc 100
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 100
Sterling Capital Management LLC 100
CENTRAL TRUST Co 100
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 100
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 100
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 100
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 100
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 99
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 99
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 99
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 99
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 99
Lord, Abbett & Co. Llc 99
Rafferty Asset Management, LLC 99
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 99
Boston Partners 99
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 99
State of Tennessee, Treasury Department 99
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 99
Van Eck Associates Corp 99
Natixis 98
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 98
Brown Brothers Harriman & Co 98
Global Income Builder Portfolio - Global Income Builder Portfolio 98
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 98
GGBFX - GuideStone Funds - Global Bond Fund Investor 98
Versant Capital Management, Inc 98
Vantagepoint Funds 98
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 98
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 98
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 98
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 98
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 98
Teachers Retirement System Of The State Of Kentucky 98
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 98
Tfs Capital Llc 98
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 98
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 97
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 97
Encompass Capital Advisors LLC 97
XTX Topco Ltd 97
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 97
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 97
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 97
QS Investors, LLC 97
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 97
Driehaus Capital Management Llc 97
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 97
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 96
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 96
SIR Capital Management, L.P. 96
Mfs Multimarket Income Trust 96
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 96
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 96
Stevens Capital Management Lp 96
Capital Fund Management S.a. 96
Mfs Charter Income Trust 96
Ellington Management Group Llc 96
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 96
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 96
Parkside Financial Bank & Trust 96
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 96
Airain ltd 95
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 95
Blair William & Co/il 95
Campbell & CO Investment Adviser LLC 95
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 95
Thompson Davis & Co., Inc. 95
Calamos Dynamic Convertible & Income Fund 95
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 95
Moore Capital Management, Lp 95
Bokf, Na 95
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 95
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 95
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 95
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 95
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 95
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 95
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 94
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 94
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 94
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 94
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 94
OMERS ADMINISTRATION Corp 94
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 94
Tocqueville Asset Management L.p. 94
Point72 Hong Kong Ltd 94
AdvisorNet Financial, Inc 94
Advisors Asset Management, Inc. 94
United Services Automobile Association 94
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 94
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 93
Assetmark, Inc 93
Rockefeller Capital Management L.P. 93
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 93
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 93
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 93
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 93
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 93
FNY Investment Advisers, LLC 93
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 93
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 93
PENN SERIES FUNDS INC - International Equity Fund 93
Voloridge Investment Management, Llc 92
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 92
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 92
EverSource Wealth Advisors, LLC 92
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 92
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 92
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 92
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 92
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 92
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 92
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 92
Centiva Capital, LP 92
Virginia Retirement Systems Et Al 92
Shepherd Kaplan Krochuk, Llc 92
Numeric Investors Llc 92
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 92
Lindbrook Capital, Llc 92
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 91
Cetera Advisor Networks LLC 91
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 91
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 91
Weiss Multi-Strategy Advisers LLC 91
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 91
Proficio Capital Partners LLC 91
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 91
KBC Group NV 91
Gabelli Funds Llc 91
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 91
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 91
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 91
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 91
Farther Finance Advisors, LLC 91
IWV - iSHARES TRUST - iShares Russell 3000 ETF 90
Hutchin Hill Capital, LP 90
Public Employees Retirement Association Of Colorado 90
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 90
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 90
Ancora Advisors, LLC 90
BRACX - Blackrock Allocation Target Shares - Bats Series C 90
NumerixS Investment Technologies Inc 90
Mirae Asset Global Investments Co., Ltd. 90
Acrospire Investment Management LLC 90
U S Global Investors Inc 90
Loomis Sayles & Co L P 90
SAC Capital Advisors LP 90
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 90
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 90
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 90
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 90
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 89
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 89
Glassman Wealth Services 89
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 89
Wunderlich Securities, Inc. 89
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 89
Cushing Asset Management, Lp 89
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 89
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 89
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 88
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 88
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 88
Global Retirement Partners, LLC 88
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 88
CPSIX - Unified Series Trust - Fci Bond Fund 88
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 88
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 88
PineBridge Investments, L.P. 88
Profund Advisors Llc 88
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 88
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 88
Hartford Mutual Funds Inc/ct 88
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 88
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 88
Bayesian Capital Management, LP 88
Geneos Wealth Management Inc. 88
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 88
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 88
GLG Partners LP 88
Public Sector Pension Investment Board 88
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 88
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 88
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 88
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 88
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 88
Seven Eight Capital, Lp 87
RidgeWorth Capital Management LLC 87
Commonwealth Equity Services, Inc 87
Gradient Investments LLC 87
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 87
CIBC World Markets Inc. 87
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 87
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 87
Quantitative Systematic Strategies LLC 87
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 87
Stephens Inc /ar/ 87
Zacks Investment Management 87
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 87
Jacobs Levy Equity Management, Inc 86
CIBC Asset Management Inc 86
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 86
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 86
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 86
Royce & Associates Lp 86
Regions Financial Corp 86
State Farm Variable Product Trust 86
BlackRock Japan Co. Ltd 86
Enterprise Financial Services Corp 86
Winton Capital Group Ltd 86
Cipher Capital LP 86
Ground Swell Capital, LLC 86
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 86
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 86
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 86
State Farm Mutual Fund Trust 86
New America High Income Fund Inc 86
Brandywine Global Investment Management, LLC 86
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 86
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 86
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 85
Polar Asset Management Partners Inc. 85
Prudential Short Duration High Yield Fund, Inc. 85
Massmutual Trust Co Fsb/adv 85
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 85
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 85
Fs Credit Income Fund 85
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 85
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 85
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 85
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 85
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 85
Dupont Capital Management Corp 85
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 85
Cnh Partners Llc 85
Susquehanna Fundamental Investments, Llc 85
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 85
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 85
Pine River Capital Management L.P. 85
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 85
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 85
Amundi Pioneer Asset Management Inc 84
Berman Capital Advisors, LLC 84
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 84
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 84
Wealthspire Advisors, L.P. 84
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 84
Covestor Ltd 84
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 84
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 84
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 84
Jones Financial Companies Lllp 84
Key Group Holdings (cayman), Ltd. 84
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 84
Raymond James Financial Inc 84
First Republic Investment Management, Inc. 84
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 84
Fox Run Management, L.l.c. 84
Pathstone Family Office, Llc 84
Mfs Special Value Trust 84
Quantitative Investment Management, LLC 84
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 84
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 84
Arizona State Retirement System 84
Sofos Investments, Inc. 84
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 83
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 83
Allspring Global Investments Holdings, LLC 83
Cornerstone Capital Management Holdings Llc. 83
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 83
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 83
Globeflex Capital L P 83
New York State Teachers Retirement System 83
Parkwood LLC 83
Timber Hill LLC 83
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 83
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 83
Western Asset Global High Income Fund Inc. 83
Mfs Intermediate High Income Fund 83
Nomura Asset Management Co Ltd 83
Healthcare Of Ontario Pension Plan Trust Fund 83
Cresset Asset Management, LLC 83
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 83
Advisory Research Inc 83
LS Investment Advisors, LLC 83
Truist Financial Corp 83
Menta Capital Llc 83
GIMFX - GMO TRUST - GMO Implementation Fund 83
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 82
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 82
Petrus Trust Company, LTA 82
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 82
EAM Investors, LLC 82
Landscape Capital Management, L.l.c. 82
State of Wyoming 82
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 82
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 82
Barings Llc 82
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 82
Keybank National Association/oh 82
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 82
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 82
Western Asset High Income Opportunity Fund Inc. 82
DekaBank Deutsche Girozentrale 82
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 82
Bluefin Trading, LLC 82
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 82
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 81
Penn Capital Management Co Inc 81
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 81
HITE Hedge Asset Management LLC 81
Oppenheimer Funds Inc 81
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 81
King Luther Capital Management Corp 81
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 81
Brown Advisory Inc 81
Integral Derivatives, LLC 81
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 81
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 81
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 81
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 81
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 81
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 81
Caption Management, LLC 81
Spark Investment Management LLC 81
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 81
ClariVest Asset Management LLC 81
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 80
Harbour Investments, Inc. 80
Whittier Trust Co 80
MAI Capital Management 80
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 80
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 80
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 80
Cetera Investment Advisers 80
Jennison Associates Llc 80
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 80
Clearbridge Investments, LLC 80
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 80
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 80
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 80
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 80
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 80
SRS Capital Advisors, Inc. 80
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 80
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 80
Algert Global Llc 80
Profunds - Profund Vp Oil & Gas 80
Bank Of Nova Scotia 80
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 80
Carlson Capital L P 80
Westwood Holdings Group Inc 80
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 80
Gotham Asset Management, LLC 79
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 79
JustInvest LLC 79
Y-Intercept (Hong Kong) Ltd 79
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 79
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 79
Mackay Shields Llc 79
Natixis Advisors, L.p. 79
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 79
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 79
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 79
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 79
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 79
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 79
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 79
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 79
Commerzbank Aktiengesellschaft /fi 79
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 79
Old Mission Capital Llc 79
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 79
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 79
Vanguard World Fund 79
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 79
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 79
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 79
Mason Street Advisors, Llc 79
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 79
Western Asset High Yield Defined Opportunity Fund Inc. 78
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 78
Wedbush Securities Inc 78
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 78
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 78
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 78
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 78
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 78
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 78
Suntrust Banks Inc 78
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 78
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 78
Soros Fund Management Llc 78
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 78
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 78
Private Capital Group, LLC 78
Crossmark Global Holdings, Inc. 78
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 78
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 78
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 78
National Bank Of Canada /fi/ 77
Caxton Associates Lp 77
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 77
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 77
Western Asset Premier Bond Fund 77
Sculptor Capital LP 77
Eaton Vance Management 77
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 77
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 77
Weiss Asset Management LP 77
Assured Investment Management LLC 77
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 77
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 77
Aigen Investment Management, Lp 77
Advent Claymore Convertible Securities & Income Fund 77
Wexford Capital Lp 77
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 77
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 77
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 77
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 77
Cetera Advisors LLC 77
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 77
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 77
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 77
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 77
Howe & Rusling Inc 77
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 77
Western Asset High Income Fund Ii Inc. 77
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 76
Rydex Etf Trust 76
Piedmont Investment Advisors Llc 76
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 76
Capital World Investors 76
Ergoteles LLC 76
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 76
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 76
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 76
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 76
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 76
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 76
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 76
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 76
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 76
QCM Cayman, Ltd. 76
Benjamin F. Edwards & Company, Inc. 76
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 76
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 76
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 76
Calamos Advisors LLC 76
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 76
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 76
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 75
PENN SERIES FUNDS INC - Small Cap Index Fund 75
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 75
Kennedy Capital Management, Inc. 75
Prudential Global Short Duration High Yield Fund, Inc. 75
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 75
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 75
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 75
K2 Principal Fund, L.p. 75
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 75
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 75
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 75
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 75
Paradigm Asset Management Co Llc 75
Fisher Asset Management, LLC 75
IWM - iSHARES TRUST - iShares Russell 2000 ETF 75
Nordea Investment Management Ab 75
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 75
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 75
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 75
Gemmer Asset Management LLC 75
1832 Asset Management L.P. 75
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 75
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 74
Emerald Acquisition Ltd. 74
Pinnacle Summer Investments, Inc. 74
Six Circles Trust - Six Circles Global Bond Fund 74
Larson Financial Group LLC 74
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 74
Cerity Partners LLC 74
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 74
Oregon Public Employees Retirement Fund 74
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 74
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 74
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 74
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 74
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 74
Neuberger Berman High Yield Strategies Fund Inc. 74
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 74
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 74
San Francisco Sentry Investment Group (ca) 74
QCVAX - Clearwater Investment Trust - Clearwater International Fund 74
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 74
Reilly Financial Advisors, Llc 74
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 74
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 74
Princeton Alpha Management LP 74
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 74
Castleark Management Llc 74
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 74
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 74
GAM Holding AG 73
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 73
Jefferies Financial Group Inc. 73
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 73
James Investment Research Inc 73
Rehmann Capital Advisory Group 73
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 73
Ellevest, Inc. 73
AE Wealth Management LLC 73
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 73
Visium Asset Management, LP 73
Farmers & Merchants Investments Inc 73
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 73
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 73
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 73
Financial Architects, Inc 73
Toroso Investments, LLC 73
VCSLX - VALIC Co I - Small Cap Index Fund 73
Global X Management CO LLC 73
Orion Portfolio Solutions, LLC 73
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 73
Franklin Universal Trust 73
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 73
Capstone Asset Management Co 73
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 73
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 73
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 73
State of New Jersey Common Pension Fund D 73
NSIDX - Northern Funds - Northern Small Cap Index Fund 73
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 73
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 73
Northern Trust Co Of Connecticut 73
Compagnie Lombard Odier SCmA 73
Mutual Of America Capital Management Llc 73
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 73
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 73
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 73
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 73
Deere & Co 73
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 73
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 72
Absolute Return Capital, LLC 72
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 72
FineMark National Bank & Trust 72
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 72
Catalyst Capital Advisors LLC 72
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 72
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 72
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 72
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 72
Dreyfus High Yield Strategies Fund 72
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 72
Employees Retirement System of Texas 72
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 72
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 72
Boston Income Portfolio - Boston Income Portfolio 72
Knight Capital Group, Inc. 72
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 72
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 72
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 72
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 72
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 72
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 71
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 71
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 71
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 71
DRW Securities, LLC 71
Cullen/frost Bankers, Inc. 71
Ci Investments Inc. 71
National Planning Corp 71
Hancock Whitney Corp 71
Atria Investments Llc 71
Sigma Planning Corp 71
Cowen Group, Inc. 71
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 71
Asset Management One Co., Ltd. 71
FLDFX - Meeder Funds - BALANCED FUND Retail Class 71
Summit Trail Advisors, Llc 71
Ronald Blue Trust, Inc. 71
Scotia Capital Inc. 71
Tortoise Capital Advisors, L.l.c. 71
Ontario Teachers Pension Plan Board 71
Mitsubishi UFJ Trust & Banking Corp 71
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 71
Ing Groep Nv 71
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 71
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 70
American Portfolios Advisors 70
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 70
FDx Advisors, Inc. 70
First Mercantile Trust Co 70
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 70
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 70
Usca Ria Llc 70
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 70
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 70
Eqis Capital Management, Inc. 70
Lombard Odier Asset Management (USA) Corp 70
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 70
IndexIQ Advisors LLC 70
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 70
GAMMA Investing LLC 70
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 70
Aquatic Capital Management LLC 70
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 70
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 70
Sawtooth Solutions, LLC 70
CoreCap Advisors, LLC 70
United Capital Financial Advisers, Llc 70
Shell Asset Management Co 70
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 70
Lsv Asset Management 70
Sei Trust Co 70
Prospera Financial Services Inc 70
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 69
Lee Financial Co 69
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 69
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 69
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 69
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 69
Penserra Capital Management LLC 69
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 69
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 69
Sonora Investment Management, LLC 69
Versor Investments LP 69
Sumitomo Mitsui Trust Holdings, Inc. 69
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 69
World Asset Management Inc 69
Texas Permanent School Fund 69
Vident Investment Advisory, LLC 69
Oppenheimer Asset Management Inc. 69
Optimum Investment Advisors 69
Whitebox Advisors Llc 69
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 69
Mml Investors Services, Llc 69
Umb Bank N A/mo 69
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 69
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 69
Vollero Beach Capital Partners LLC 69
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 69
Sowell Financial Services LLC 68
Mercer Global Advisors Inc /adv 68
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 68
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF 68
FIL Ltd 68
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 68
Delaware Enhanced Global Dividend & Income Fund 68
Oppenheimer Etf Trust 68
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 68
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 68
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 68
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 68
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 68
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 68
Jfs Wealth Advisors, Llc 68
Empowered Funds, LLC 68
Maven Securities LTD 68
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 68
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 68
Evercore Wealth Management, LLC 68
Highlander Capital Management, LLC 68
Occudo Quantitative Strategies Lp 68
Financial Management Professionals, Inc. 68
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 68
Kestra Advisory Services, LLC 68
Municipal Employees' Retirement System of Michigan 68
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 67
First Trust High Income Long/short Fund 67
NOBOX - Northern Funds - Northern Bond Index Fund 67
SBI Securities Co., Ltd. 67
Sandy Spring Bank 67
Diametric Capital, LP 67
Blueshift Asset Management, LLC 67
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 67
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 67
Moors & Cabot, Inc. 67
Profunds - Profund Vp Ultrasmall-cap 67
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 67
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 67
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 67
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 67
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 67
Systematic Financial Management Lp 67
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 67
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 67
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 67
Caymus Capital Partners, L.P. 67
First Quadrant L P/ca 67
Profunds - Profund Vp Small-cap 67
Lucas Capital Management 67
Massachusetts Financial Services Co /ma/ 67
Plante Moran Financial Advisors, LLC 67
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 67
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 67
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 67
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 67
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 67
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 67
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 67
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 67
Manchester Capital Management LLC 66
Carroll Financial Associates, Inc. 66
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 66
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 66
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 66
BNP Paribas Asset Management Holding S.A. 66
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 66
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 66
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 66
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 66
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 66
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 66
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 66
Valeo Financial Advisors, LLC 66
Ab Pooling Portfolios 66
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 66
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 66
First New York Securities Llc /ny 66
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 66
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 66
Aristeia Capital Llc 66
Rational Advisors Llc 66
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 66
Segall Bryant & Hamill, Llc 66
We Are One Seven, LLC 66
Western Asset Investment Grade Defined Opportunity Trust Inc. 66
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 66
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 65
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 65
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 65
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 65
Bb&t Securities, Llc 65
First Allied Advisory Services, Inc. 65
Virtus Global Multi-sector Income Fund 65
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 65
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 65
Belpointe Asset Management LLC 65
JNBA Financial Advisors 65
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 65
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 65
Aventail Capital Group, LP 65
Principal Securities, Inc. 65
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 65
Advanced Series Trust - Ast Advanced Strategies Portfolio 65
Spire Wealth Management 65
Arden Investment Series Trust 65
Eagle Asset Management Inc 65
SLPIX - Profunds - Small-cap Profund Investor Class 65
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 65
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 65
JIHDX - John Hancock Funds II - High Yield Fund Class 1 65
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 64
State of Alaska, Department of Revenue 64
Aviva Plc 64
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 64
Patriot Financial Group Insurance Agency, LLC 64
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 64
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 64
Louisiana State Employees Retirement System 64
Evergreen Capital Management Llc 64
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 64
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 64
Exchange Traded Concepts, Llc 64
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 64
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 64
Winslow, Evans & Crocker, Inc. 64
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 64
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 64
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 64
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 64
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 64
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 64
Pnc Funds 64
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 64
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 64
Quantamental Technologies LLC 64
GeoSphere Capital Management 64
Ajo, Lp 64
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 64
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 64
TPH Asset Management, LLC 64
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 63
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 63
Picton Mahoney Asset Management 63
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 63
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 63
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 63
Baird Financial Group, Inc. 63
Fiera Capital Corp 63
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 63
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 63
Waddell & Reed Financial Inc 63
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 63
Dark Forest Capital Management Lp 63
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 63
Spot Trading L.l.c. 63
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 63
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 63
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 63
First Hawaiian Bank 63
PPM Funds - PPM High Yield Core Fund (Inst) 63
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 63
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 63
Commonwealth Bank Of Australia 63
Great Lakes Advisors, Llc 63
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 63
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 63
Synovus Financial Corp 63
Veritable, L.P. 63
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 63
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 63
Arosa Capital Management LP 63
ETRADE Capital Management LLC 63
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 63
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 63
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 62
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 62
Riverhead Capital Management Llc 62
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 62
Western Asset Global Corporate Defined Opportunity Fund Inc. 62
Bailard, Inc. 62
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 62
Element Capital Management Llc 62
BlueCrest Capital Management LLP 62
Yaupon Capital Management LP 62
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 62
FinTrust Capital Advisors, LLC 62
Hartree Partners, LP 62
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 62
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 62
Gts Securities Llc 62
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 62
Hillsdale Investment Management Inc. 62
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 62
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 62
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 62
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 62
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 62
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 62
Nuveen Global High Income Fund 62
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 62
Martingale Asset Management L P 62
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 62
Ivy High Income Opportunities Fund 61
Holocene Advisors, LP 61
Teza Capital Management LLC 61
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 61
Diversified Trust Co 61
Freestone Capital Holdings, LLC 61
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 61
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 61
John Hancock Income Securities Trust 61
Navellier & Associates Inc 61
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 61
Wealth Enhancement Advisory Services, Llc 61
Irish Life Investment Managers Ltd. 61
South Dakota Investment Council 61
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 61
Dynamic Technology Lab Pte Ltd 61
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 61
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 61
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 61
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 61
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 61
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 61
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 61
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 61
J. Goldman & Co LP 61
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 61
International Assets Investment Management, Llc 61
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 61
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 61
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 61
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 61
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 60
Washington Trust Bank 60
Pitcairn Co 60
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 60
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 60
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 60
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 60
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 60
Coldstream Capital Management Inc 60
Alambic Investment Management, L.P. 60
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 60
Oppenheimer Variable Account Funds 60
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 60
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 60
Sanctuary Wealth Advisors, LLC 60
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 60
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 60
PIMCO Energy & Tactical Credit Opportunities Fund 60
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 60
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 60
Us Global Investors Funds 60
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 60
Pictet Asset Management Ltd 60
Brookfield Asset Management Inc. 60
Karp Capital Management Corp 60
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 60
Symphony Asset Management Llc 60
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 60
Placemark Investments, Inc. 60
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 60
Oaktree Capital Management Lp 60
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 60
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 60
Virtus Investment Advisers, Inc. 60
Jpmorgan Trust Iii 60
GOFIX - GMO TRUST - GMO Resources Fund Class III 60
Liberty Mutual Group Asset Management Inc. 60
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 60
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 60
Hotchkis & Wiley Capital Management Llc 60
Trust Co Of Vermont 60
Earnest Partners Llc 60
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 60
PointState Capital LP 60
Twin Tree Management, LP 59
Assenagon Asset Management S.A. 59
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 59
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 59
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 59
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 59
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 59
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 59
SG3 Management, LLC 59
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 59
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 59
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 59
NewSquare Capital LLC 59
Utah Retirement Systems 59
Chicago Equity Partners Llc 59
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 59
Ensign Peak Advisors, Inc 59
Skopos Labs, Inc. 59
Venturi Wealth Management, LLC 59
Cibc World Markets Corp 59
Arrowgrass Capital Partners (us) Lp 59
Bell Investment Advisors, Inc 59
Seacrest Wealth Management, Llc 59
Caisse De Depot Et Placement Du Quebec 59
Financial Gravity Companies, Inc. 59
Pictet Asset Management Sa 59
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 59
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 59
Caitong International Asset Management Co., Ltd 59
American Funds Insurance Series 59
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 59
Centaurus Financial, Inc. 59
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 59
Wipfli Financial Advisors Llc, 59
Belvedere Trading LLC 58
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 58
Tradewinds Capital Management, LLC 58
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 58
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 58
True Wealth Design, LLC 58
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 58
Foundry Partners, LLC 58
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 58
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 58
Smartleaf Asset Management LLC 58
I.g. Investment Management, Ltd. 58
Brookstone Capital Management 58
Boston Private Wealth Llc 58
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 58
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 58
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 58
Old Mutual Customised Solutions (proprietary) Ltd 58
BNP Paribas Investment Partners S.A. 58
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 58
WealthPLAN Partners, LLC 58
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 58
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 58
Northwestern Mutual Investment Management Company, Llc 58
New England Securities Corp /MA/ 58
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 58
Wedge Capital Management L L P/nc 58
Global X Funds 58
Rothschild Investment Llc 58
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 58
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 58
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 58
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 58
Western Asset Income Fund 58
BTG Pactual Global Asset Management Ltd 57
Evoke Wealth, Llc 57
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 57
Hantz Financial Services, Inc. 57
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 57
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 57
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 57
Vestcor Inc 57
Brinker Capital Investments, LLC 57
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 57
RR Advisors, LLC 57
Prestige Wealth Management Group LLC 57
Csenge Advisory Group 57
Thompson Siegel & Walmsley Llc 57
Quantinno Capital Management LP 57
Whittier Trust Co Of Nevada Inc 57
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 57
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 57
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 57
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 57
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 57
VTL Associates, LLC 57
Capital Advisors, Ltd. LLC 57
Prudential Plc 57
Checchi Capital Advisers, LLC 57
Palisade Capital Management Llc/nj 57
Weiss Strategic Interval Fund 57
Hexagon Capital Partners LLC 57
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 57
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 57
Avalon Advisors, Llc 56
Ameritas Investment Corp 56
C M Bidwell & Associates Ltd 56
CI Private Wealth, LLC 56
Westpac Banking Corp 56
TD Waterhouse Canada Inc. 56
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 56
Hartland & Co., LLC 56
Amundi 56
Chilton Capital Management Llc 56
MBOVX - M FUND INC - M Large Cap Value Fund 56
Candriam Luxembourg S.C.A. 56
Zimmer Partners, LP 56
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 56
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 56
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 56
CWM Advisors, LLC 56
Aberdeen Global Income Fund Inc 56
Golden State Wealth Management, LLC 56
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 56
Cornerstone Advisors, Inc. 56
Invictus RG Pte. Ltd. 56
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 56
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 56
Oppenheimer Global Strategic Income Fund 56
Wells Fargo Global Dividend Opportunity Fund 56
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 56
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 56
Daiwa Securities Group Inc. 56
Valley National Advisers Inc 56
Luminus Management Llc 56
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 56
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 56
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 55
Johnson Financial Group, Inc. 55
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 55
First Eagle Investment Management, LLC 55
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 55
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 55
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 55
Index Management Solutions, LLC 55
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 55
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 55
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 55
Financial Advocates Investment Management 55
TIMOTHY PLAN - Timothy Strategic Variable 55
MML Series Investment Fund II - MML High Yield Fund Class II 55
Alera Investment Advisors, LLC 55
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 55
Waratah Capital Advisors Ltd. 55
Jump Trading, LLC 55
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 55
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 55
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 55
Salient Capital Advisors, LLC 55
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 55
Avantax Planning Partners, Inc. 55
Ethic Inc. 55
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 55
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 55
Franklin Ltd Duration Income Trust 55
Resources Investment Advisors, LLC. 55
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 55
Nuveen, LLC 55
Moody National Bank Trust Division 55
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 55
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 55
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 55
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 55
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 55
Emerald Advisers, Llc 55
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 55
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 55
Pioneer High Income Trust 55
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 55
APG Asset Management N.V. 55
L & S Advisors Inc 55
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 55
Hodges Capital Management Inc. 54
Cambrian Capital Limited Partnership 54
SOUTH STATE Corp 54
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 54
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 54
Integrated Wealth Management 54
Newbridge Financial Services Group, Inc. 54
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 54
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 54
FNY Partners Fund LP 54
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 54
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 54
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 54
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 54
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 54
Vident Advisory, LLC 54
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 54
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 54
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 54
Tcw Group Inc 54
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 54
Regal Investment Advisors LLC 54
Smith Asset Management Group Lp 54
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 54
IHT Wealth Management, LLC 54
Atom Investors LP 54
Point72 Asia (Singapore) Pte. Ltd. 54
Guardian Wealth Advisors, LLC 54
Sciencast Management LP 54
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 54
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 54
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 54
Blackstone Group Inc 54
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 54
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 54
FNY Managed Accounts LLC 54
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 53
Fieldpoint Private Securities, LLC 53
Fuller & Thaler Asset Management, Inc. 53
Clinton Group Inc 53
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 53
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 53
Elite Wealth Management, Inc. 53
FORA Capital, LLC 53
Smithfield Trust Co 53
GV Financial Advisors 53
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 53
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 53
CenterStar Fund, LLC 53
Money Concepts Capital Corp 53
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 53
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 53
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 53
Vanguard Specialized Funds 53
Mather Group, Llc. 53
Raymond James Trust N.a. 53
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 53
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 53
Convergence Investment Partners, LLC 53
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 53
Cornercap Investment Counsel Inc 53
Wells Fargo Multi-sector Income Fund 53
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 53
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 53
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 53
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 53
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 53
IWC - iSHARES TRUST - iShares Micro-Cap ETF 53
BFOR - ALPS ETF Trust - Barron's 400 ETF 53
Bridgefront Capital, LLC 53
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 53
Turner Investments, L.p. 53
Deprince Race & Zollo Inc 53
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 53
Mizuho Securities Usa Llc 53
Bridgewater Associates, LP 53
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 53
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 52
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 52
SECOR Capital Advisors, LP 52
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 52
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 52
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 52
Mount Yale Investment Advisors, LLC 52
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 52
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 52
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 52
Snowden Capital Advisors LLC 52
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 52
Intech Investment Management Llc 52
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 52
Police & Firemen's Retirement System of New Jersey 52
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 52
Brevan Howard Capital Management LP 52
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 52
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 52
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 52
Clear Harbor Asset Management, LLC 52
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 52
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 52
Advisor Partners Llc 52
ORG Partners LLC 52
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 52
Coastal Investment Advisors, Inc. 52
Advisors Preferred, LLC 52
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 52
Sprott Inc. 52
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 52
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 52
Mirabella Financial Services Llp 52
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 52
Wells Fargo Utilities & High Income Fund 52
Gamco Investors, Inc. Et Al 52
Nicholas Investment Partners, LP 52
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 52
Rotella Capital Management, Inc. 52
Virginia Retirement System 52
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 52
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 52
Sequoia Financial Advisors, LLC 52
First Personal Financial Services 52
Boston Private Bank & Trust Co 52
Rs Investment Trust 51
Calamos Long/Short Equity & Dynamic Income Trust 51
Allianzgi Convertible & Income Fund 51
William Blair Investment Management, Llc 51
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 51
Old National Bancorp /in/ 51
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 51
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 51
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 51
Pearl River Capital, LLC 51
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 51
Corebridge Financial, Inc. 51
Salem Investment Counselors Inc 51
Wells Fargo Income Opportunities Fund 51
Quarry LP 51
Yousif Capital Management, Llc 51
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 51
Itau Unibanco Holding S.A. 51
Creative Financial Designs Inc /adv 51
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 51
GW&K Investment Management, LLC 51
Vanguard Horizon Funds 51
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 51
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 51
Pictet Asset Management Holding SA 51
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 51
Cobalt Capital Management, Inc. 51
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 51
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 51
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 51
Societe Generale 51
Virtus Global Dividend & Income Fund Inc. 51
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 51
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 51
Portolan Capital Management, LLC 51
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 51
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 51
Macroview Investment Management Llc 51
Allianzgi Convertible & Income Fund Ii 51
Tortoise Energy Independence Fund, Inc. 51
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 51
Shelton Capital Management 51
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 51
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 51
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 50
EverPoint Asset Management, LLC 50
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 50
Miller Howard Investments Inc /ny 50
American National Bank 50
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 50
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 50
Lenox Wealth Advisors, LLC 50
Agf Investments Inc. 50
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 50
Zweig-DiMenna Associates LLC 50
Denali Advisors Llc 50
Headlands Technologies LLC 50
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 50
Kanaly Trust Co 50
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 50
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 50
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 50
Counterpoint Mutual Funds LLC 50
Peak6 Llc 50
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 50
VCBDX - VALIC Co I - Core Bond Fund 50
IMC-Chicago, LLC 50
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 50
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 50
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 50
Delaware Investments Dividend & Income Fund, Inc 50
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 50
Securian Asset Management, Inc 50
Janus Capital Management Llc 50
Fortitude Family Office, LLC 50
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 50
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 50
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 50
Sheaff Brock Investment Advisors, LLC 50
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 50
Capital Research Global Investors 50
Underlying Funds Trust 50
Independent Portfolio Consultants, Inc. 50
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 50
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 50
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 50
VCSBX - VALIC Co II - Strategic Bond Fund 50
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 50
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 50
Guggenheim Active Allocation Fund 50
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 50
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 50
Blackrock Multi-sector Opportunities Trust 49
Bartlett & Co. LLC 49
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 49
Barrow Hanley Mewhinney & Strauss Llc 49
Schubert & Co 49
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 49
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 49
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 49
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 49
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 49
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 49
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 49
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 49
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 49
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 49
Independent Advisor Alliance 49
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 49
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 49
Cypress Capital Management LLC (WY) 49
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 49
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 49
Oppenheimer Global Multi Strategies Fund 49
Commerce Bank 49
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 49
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 49
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 49
Stifel Nicolaus & Co Inc \mo\ 49
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 49
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 49
Regentatlantic Capital Llc 49
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 49
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 49
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 49
North Star Investment Management Corp. 49
Denver Investment Advisors Llc 49
Tibra Equities Europe Ltd 49
Sanders Morris Harris Llc 49
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
EntryPoint Capital, LLC 49
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 49
Water Island Capital Llc 49
Pathstone Holdings, LLC 49
CastleArk Alternatives, LLC 49
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 49
Capital Guardian Trust Co 49
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 49
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 49
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 49
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 49
Deep Basin Capital LP 49
Weld Capital Management Llc 49
Balentine LLC 49
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 49
Glg Llc 49
AlphaMark Advisors, LLC 49
Retirement Systems of Alabama 49
Savant Capital, LLC 49
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 48
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 48
Elkfork Partners LLC 48
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 48
Blackrock 2022 Global Income Opportunity Trust 48
Skandinaviska Enskilda Banken AB (publ) 48
Forum Funds 48
Bellwether Investment Group, LLC 48
First Citizens Bank & Trust Co 48
Pin Oak Investment Advisors Inc 48
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 48
Jupiter Asset Management Ltd 48
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 48
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 48
Fred Alger Management, Llc 48
Tompkins Financial Corp 48
Wesbanco Bank Inc 48
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 48
Hartford Series Fund Inc 48
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 48
VCAAX - VALIC Co I - Asset Allocation Fund 48
Focused Wealth Management, Inc 48
Spirit Of America Management Corp/ny 48
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 48
Wetherby Asset Management Inc 48
Ieq Capital, Llc 48
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 48
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 48
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 48
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 48
Ionic Capital Management LLC 48
Oppenheimer Quest For Value Funds 48
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 48
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 48
Avion Wealth 48
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 48
Tarbox Family Office, Inc. 48
Gulf International Bank (UK) Ltd 48
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 48
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 48
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 48
Hudock, Inc. 48
Clough Capital Partners L P 48
Shapiro Robert N 48
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 48
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 48
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 48
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 48
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 48
Twinbeech Capital Lp 48
Avantax Advisory Services, Inc. 47
Oppenheimer Global High Yield Fund 47
Bogle Investment Management L P /de/ 47
Ninety One UK Ltd 47
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 47
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 47
Sanctuary Advisors, LLC 47
Oxbow Advisors, LLC 47
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 47
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 47
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 47
Santa Fe Partners LLC 47
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 47
Alta Advisers Ltd 47
Brookfield Real Assets Income Fund Inc. 47
Delpha Capital Management, Llc 47
Old Mutual Global Investors (UK) Ltd. 47
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 47
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 47
Robeco Institutional Asset Management B.V. 47
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 47
Parametrica Management Ltd 47
VCCBX - VALIC Co II - Core Bond Fund 47
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 47
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 47
Hanseatic Management Services Inc 47
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 47
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 47
Coppell Advisory Solutions LLC 47
Pinnacle Associates Ltd 47
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 47
State Of Michigan Retirement System 47
Atria Wealth Solutions, Inc. 47
Cinctive Capital Management LP 47
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 47
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 47
USA Financial Portformulas Corp 47
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 47
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 47
Optiver Holding B.V. 47
BRYN MAWR TRUST Co 47
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 47
Motco 47
Colony Group Llc 47
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 47
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 47
Transamerica Partners Portfolios 47
Transamerica Partners Funds Group Ii 47
BlackRock Multi-Sector Opportunities Trust II 47
Cushing Energy Income Fund 47
Transamerica Partners Funds Group 47
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 47
Baird Robert W & Co Inc /wi/ 47
Allianzgi Diversified Income & Convertible Fund 47
Axq Capital, Lp 47
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 47
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 47
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 47
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 47
Harel Insurance Investments & Financial Services Ltd. 46
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 46
BlackRock ETF Trust II - BlackRock Total Return ETF 46
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 46
MCF Advisors LLC 46
Advantage Investment Management, Llc 46
Column Capital Advisors, LLC 46
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 46
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 46
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 46
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 46
SJS Investment Consulting Inc. 46
Townsquare Capital Llc 46
Tradeworx Inc. 46
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 46
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 46
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 46
SpiderRock Trading LLC 46
Qs Batterymarch Financial Management, Inc 46
Levin Capital Strategies, L.p. 46
Sherbrooke Park Advisers Llc 46
Treasurer of the State of North Carolina 46
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 46
John Hancock Investors Trust 46
Franklin Templeton ETF Trust - Western Asset Bond ETF 46
Marathon Trading Investment Management LLC 46
Texas Yale Capital Corp. 46
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 46
Horizon Investments, LLC 46
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 46
Davidson Kempner Capital Management Lp 46
GABELLI & Co INVESTMENT ADVISERS, INC. 46
Steward Financial Group LLC 46
Pioneer Diversified High Income Trust 46
Lombard Odier Asset Management (Europe) Ltd 46
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 46
Harbor Investment Advisory, Llc 46
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 46
Summit Global Investments 46
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 46
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 46
Point72 (DIFC) Ltd 46
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 46
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 46
Ameritas Advisory Services, LLC 46
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 46
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 46
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 46
Viking Fund Management Llc 46
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 46
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 46
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 46
Brewin Dolphin Ltd 46
Amalgamated Financial Corp. 46
Advanced Series Trust - Ast Small-cap Value Portfolio 46
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 46
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 46
Icon Advisers Inc/co 46
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 46
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 46
WealthTrust-Arizona, LLC 46
Gardner Lewis Asset Management L P 46
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 46
Atlas Capital Advisors Llc 46
Jacobi Capital Management LLC 46
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 45
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 45
Cohen & Steers, Inc. 45
Tokio Marine Asset Management Co Ltd 45
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 45
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 45
Mckinley Capital Management Llc /delaware 45
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 45
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 45
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 45
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 45
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 45
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 45
Centenus Global Management, Lp 45
Nebula Research & Development LLC 45
Kornitzer Capital Management Inc /ks 45
Warren Averett Asset Management, LLC 45
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 45
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 45
Schonfeld Group Holdings LLC 45
Hartford Investment Management Co 45
IBM Retirement Fund 45
Oakworth Capital, Inc. 45
Sargent Bickham Lagudis LLC 45
Xponance, Inc. 45
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 45
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 45
Eaton Vance Floating-rate Income Trust 45
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 45
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 45
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 45
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 45
Ssi Investment Management Llc 45
Glen Harbor Capital Management LLC 45
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 45
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 45
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 45
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 45
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 45
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 45
MERVX - MERGER FUND VL - The Merger Fund VL 45
Kistler-Tiffany Companies, LLC 45
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 45
Cowen Prime Services LLC 45
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 45
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 45
Capital Performance Advisors Llp 45
Chevy Chase Trust Holdings, Inc. 45
Blackstone / Gso Strategic Credit Fund 45
Grove Bank & Trust 45
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 45
Mycio Wealth Partners, Llc 45
Disciplined Investments, LLC 45
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 45
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 45
Advanced Series Trust - Ast Small-cap Growth Portfolio 45
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 45
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 45
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 44
Glg Inc. 44
Chicago Partners Investment Group LLC 44
Meadow Creek Investment Management LLC 44
EA Series Trust 44
Pinnacle Holdings, LLC 44
People's United Financial, Inc. 44
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 44
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 44
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 44
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 44
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 44
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 44
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 44
Entropy Technologies, LP 44
Maverick Capital Ltd 44
Segantii Capital Management Ltd 44
Keebeck Alpha, LP 44
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 44
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 44
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 44
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 44
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 44
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 44
Mraz, Amerine & Associates, Inc. 44
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 44
Discovery Capital Management, Llc / Ct 44
Cornerstone Planning Group LLC 44
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 44
JJJ Advisors Inc. 44
Deltec Asset Management Llc 44
Gamco Global Gold, Natural Resources & Income Trust 44
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 44
CAPROCK Group, Inc. 44
Putnam High Income Securities Fund 44
Royal London Asset Management Ltd 44
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 44
EAM Global Investors LLC 44
Sutton Wealth Advisors Inc. 44
Cambria Investment Management, L.P. 44
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 44
Guggenheim Strategic Opportunities Fund 44
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 44
Archford Capital Strategies, LLC 44
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 44
Investors Research Corp 44
Westport Resources Management Inc 44
Woodline Partners LP 44
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 44
Voya Natural Resources Equity Income Fund 44
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 44
SCP Investment, LP 43
Td Private Client Wealth Llc 43
Western Asset/claymore Inflation-linked Opportunities & Income Fund 43
SpiderRock Advisors, LLC 43
Westside Investment Management, Inc. 43
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 43
Wealthfront Inc 43
Capital Advisors Inc/ok 43
Klp Kapitalforvaltning As 43
Perella Weinberg Partners Capital Management LP 43
Transamerica Financial Advisors, Inc. 43
Corton Capital Inc. 43
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 43
Integrated Investment Consultants, LLC 43
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 43
Graticule Asia Macro Advisors LLC 43
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 43
WealthCollab, LLC 43
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 43
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 43
Eaton Vance Senior Floating Rate Trust 43
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 43
Front Row Advisors LLC 43
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 43
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 43
Baystate Wealth Management LLC 43
New Mexico Educational Retirement Board 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 43
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 43
Nbc Securities, Inc. 43
BlackRock Capital Allocation Trust 43
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 43
Kayne Anderson Capital Advisors Lp 43
Cowen And Company, Llc 43
Blume Capital Management, Inc. 43
Eaton Vance Senior Income Trust 43
Mizuho Trust & Banking Co., Ltd. 43
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 43
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 43
Nikko Asset Management Americas, Inc. 43
Quest Partners LLC 43
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 43
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 43
Monarch Partners Asset Management LLC 43
Ardsley Advisory Partners Lp 43
Sound Income Strategies, LLC 43
Connor Clark & Lunn Investment Management Ltd 43
Zions Bancorporation 43
Glazer Capital, Llc 43
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 43
Alphacrest Capital Management Llc 43
Baldwin Brothers Inc/ma 43
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 43
Jain Global LLC 43
U.S. Capital Wealth Advisors, LLC 43
MBEQX - M FUND INC - M International Equity Fund 43
Pinnacle Wealth Planning Services, Inc. 43
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 43
Rise Advisors, LLC 43
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 43
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 43
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 43
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 42
Edmond De Rothschild Holding S.a. 42
Cable Hill Partners, LLC 42
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 42
Kingsview Wealth Management, LLC 42
Standard Life Aberdeen plc 42
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 42
MQS Management LLC 42
Toth Financial Advisory Corp 42
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 42
Baker Avenue Asset Management, LP 42
Monashee Investment Management LLC 42
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 42
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 42
R Squared Ltd 42
Harbor Capital Advisors, Inc. 42
Tucker Asset Management Llc 42
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 42
Cadence Capital Management Llc 42
Syntal Capital Partners, LLC 42
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 42
Decade Capital Management Llc 42
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 42
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 42
Bollard Group LLC 42
Stoneridge Investment Partners Llc 42
Flagship Harbor Advisors, Llc 42
Asset Dedication, LLC 42
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 42
Moneta Group Investment Advisors Llc 42
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 42
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 42
Angelo Gordon & Co., L.p. 42
Fort Washington Investment Advisors Inc /oh/ 42
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 42
Vantage Investment Advisors, LLC 42
Wealthcare Advisory Partners LLC 42
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 42
MUFG Securities EMEA plc 42
Riggs Asset Managment Co. Inc. 42
Integrated Wealth Concepts LLC 42
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 41
NSGRX - Northern Funds - Northern Small Cap Core Fund 41
Highland Capital Management Lp 41
Catalyst Funds Management Pty Ltd 41
Mariner Investment Group Llc 41
Silvercrest Asset Management Group Llc 41
Twin Peaks Wealth Advisors, LLC 41
BlackRock ETF Trust II - BlackRock Flexible Income ETF 41
Peconic Partners Llc 41
Wealthcare Capital Management Llc 41
Analytic Investors, LLC 41
Greenleaf Trust 41
General Motors Investment Management Corp 41
Hennessy Advisors Inc 41
Maryland State Retirement & Pension System 41
Boston Advisors Llc 41
Westchester Capital Management, LLC 41
Korea Investment CORP 41
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 41
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 41
Sigma Capital Management Llc 41
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 41
Artemis Investment Management LLP 41
Winfield Associates, Inc. 41
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 41
VCHYX - VALIC Co II - High Yield Bond Fund 41
Citizens Financial Group Inc/ri 41
361 Capital Llc 41
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 41
Edgestream Partners, L.P. 41
Ropes Wealth Advisors Llc 41
NatWest Group plc 41
City National Bank 41
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 41
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 41
Edge Advisors, Llc 41
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 41
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 41
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 41
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 41
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 41
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 41
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 41
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares 41
Guggenheim Energy & Income Fund 41
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 41
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 41
Icon Wealth Partners, LLC 41
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 41
Cary Street Partner Investment Advisory Llc 41
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 41
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 41
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 41
BBT Capital Management, LLC 40
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 40
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 40
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 40
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 40
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 40
Rockefeller Financial Services Inc 40
Ritholtz Wealth Management 40
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 40
Rosenberg Matthew Hamilton 40
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 40
Mangrove Partners 40
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 40
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 40
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 40
Rsm Us Wealth Management Llc 40
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 40
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 40
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 40
Truvestments Capital Llc 40
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 40
Pentwater Capital Management LP 40
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 40
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 40
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 40
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 40
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 40
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 40
CWA Asset Management Group, LLC 40
Tortoise Investment Management, LLC 40
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 40
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 40
Eagle Global Advisors Llc 40
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 40
Stonebridge Capital Advisors LLC 40
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 40
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 40
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 40
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 40
Alpine Associates Management Inc. 40
Erste Asset Management GmbH 40
Wellington Shields Capital Management, LLC 40
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 40
Zions Bancorporation, N.A. 40
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 40
Arkadios Wealth Advisors 40
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 40
Bluefin Capital Management, Llc 40
Stephens Consulting, LLC 40
Lido Advisors, LLC 40
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 40
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 39
Bogart Wealth, LLC 39
Gupta Wealth Management LLC 39
Geneva Advisors, LLC 39
Hexavest Inc. 39
Ashton Thomas Private Wealth, LLC 39
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 39
Kingdon Capital Management, L.l.c. 39
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 39
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 39
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 39
Wealthspire Advisors, LLC 39
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 39
Sumitomo Mitsui DS Asset Management Company, Ltd 39
Harvest Group Wealth Management, Llc 39
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 39
Jasinkiewicz Capital Management, Lp 39
UMA Financial Services, Inc. 39
IPG Investment Advisors LLC 39
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 39
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 39
Mobius Capital Management, Llc 39
MSD Partners, L.P. 39
Intrinsic Edge Capital Management LLC 39
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 39
MARSHALL WACE ASIA Ltd 39
Trustcore Financial Services, Llc 39
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 39
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 39
Pacholder High Yield Fund Inc 39
Dreman Value Management, L L C 39
Ingalls & Snyder Llc 39
TCTC Holdings, LLC 39
Tfo-tdc, Llc 39
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 39
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 39
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 39
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 39
Northwest & Ethical Investments L.P. 39
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 39
Bamco Inc /ny/ 39
Neo Ivy Capital Management 39
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 39
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 39
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 39
Legacy Financial Advisors, Inc. 39
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 39
Activest Wealth Management 39
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 39
Blue Rock Advisors, LLC 39
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 39
Bartlett & Co. Wealth Management Llc 39
Bb&t Investment Services, Inc. 39
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 38
Texan Capital Management 38
Lombard Odier Asset Management (Switzerland) SA 38
Cerebellum GP, LLC 38
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 38
First Financial Corp /in/ 38
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 38
Private Ocean, LLC 38
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 38
Partnervest Advisory Services LLC 38
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 38
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 38
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 38
Dubuque Bank & Trust Co 38
Joel Isaacson & Co., LLC 38
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 38
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 38
Fir Tree Capital Management Lp 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 38
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 38
CVA Family Office, LLC 38
1492 Capital Management LLC 38
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 38
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 38
Cpwm, Llc 38
HYLD - Exchange Listed Funds Trust - High Yield ETF 38
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 38
Dana Investment Advisors, Inc. 38
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 38
Private Wealth Management Group, LLC 38
GFS Advisors, LLC 38
Kapitalo Investimentos Ltda 38
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 38
Coe Capital Management, LLC 38
Dorsey Wright & Associates 38
Claro Advisors LLC 38
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 38
Nuveen S&p 500 Dynamic Overwrite Fund 38
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 38
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 38
Crestline Management, LP 38
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 38
Veriti Management LLC 38
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 38
Ninepoint Partners LP 38
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 38
Adams Natural Resources Fund, Inc. 38
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 38
AGF Investments LLC 38
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 38
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 38
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 38
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 38
Meridian Wealth Partners, LLC 38
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 38
Trust For Advisor Solutions 38
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 38
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 38
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 38
Apollon Wealth Management, LLC 38
Delaware Vip Trust - Delaware Vip Value Series Standard Class 38
Kayne Anderson Rudnick Investment Management Llc 38
EBI - RBB Fund Trust - Longview Advantage ETF 38
Founders Capital Management 38
Gryphon Financial Partners LLC 38
Advisor Partners Ii, Llc 38
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 38
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 38
Krilogy Financial LLC 38
DAVENPORT & Co LLC 38
AUERX - Unified Series Trust - Auer Growth Fund 38
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 38
CenterBook Partners LP 38
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 38
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 38
Artisan Partners Limited Partnership 38
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 38
Zeke Capital Advisors, Llc 38
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 38
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 38
Everence Capital Management Inc 38
Hollencrest Capital Management 37
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 37
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 37
Arete Wealth Advisors, LLC 37
Vaughan Nelson Investment Management, L.p. 37
Beacon Pointe Advisors, LLC 37
Van Den Berg Management I, Inc 37
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 37
Columbia Pacific Advisors, LLC 37
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 37
Anchor Investment Management, LLC 37
Thomas White International Ltd 37
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 37
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 37
Kavar Capital Partners, LLC 37
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 37
Caas Capital Management Lp 37
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 37
Prime Capital Investment Advisors, LLC 37
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 37
VGLSX - VALIC Co I - Global Strategy Fund 37
Sound Energy Partners, Inc. 37
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 37
Capula Management Ltd 37
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 37
RMB Capital Management, LLC 37
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 37
Leavell Investment Management, Inc. 37
Vontobel Holding Ltd. 37
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 37
Capital Investment Advisory Services, LLC 37
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 37
One Wealth Advisors, LLC 37
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 37
Jnl Series Trust - Jnl/crescent High Income Fund (a) 37
New York Life Investment Management Llc 37
Blackstone / Gso Long-short Credit Income Fund 37
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 37
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 37
Cannell Peter B & Co Inc 37
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 37
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 37
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 37
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 37
Gamco Natural Resources, Gold & Income Trust 37
Zebra Capital Management LLC 37
Institutional & Family Asset Management, Llc 37
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 37
Ballentine Partners, LLC 37
Apriem Advisors 37
Precocity Capital LP 37
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 37
Ausdal Financial Partners, Inc. 37
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 37
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 37
Ridgeworth Funds 37
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 37
Carolinas Wealth Consulting Llc 37
Yorktown Management & Research Co Inc 37
Cigna Investments Inc /new 37
SevenBridge Financial Group, LLC 37
Hl Financial Services Llc 37
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 37
Aster Capital Management (DIFC) Ltd 37
Rialto Wealth Management, LLC 37
Illinois Municipal Retirement Fund 37
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 37
Flow Traders U.s. Llc 37
Rs Variable Products Trust 37
Merewether Investment Management, LP 37
GPS Wealth Strategies Group, LLC 36
Delta Asset Management Llc/tn 36
Mosaic Family Wealth, LLC 36
NN Investment Partners Holdings N.V. 36
DnB Asset Management AS 36
Legg Mason Bw Global Income Opportunities Fund Inc. 36
Hilltop Holdings Inc. 36
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 36
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 36
Point72 Middle East FZE 36
Guild Investment Management, Inc. 36
FundVantage Trust - Verplanck Balanced Fund 36
First Horizon Corp 36
Cordant, Inc. 36
Estabrook Capital Management 36
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 36
Shay Capital LLC 36
Enlightenment Research, LLC 36
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 36
Inscription Capital, LLC 36
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 36
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 36
Rothschild Asset Management Inc 36
Phocas Financial Corp. 36
Confluence Investment Management Llc 36
Waddell & Reed Advisors Funds 36
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 36
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 36
Corient Capital Partners, LLC 36
Duncker Streett & Co Inc 36
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 36
Payden & Rygel 36
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 36
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 36
Livforsakringsbolaget Skandia, Omsesidigt 36
nVerses Capital, LLC 36
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 36
Cooper Creek Partners Management Llc 36
Universal- Beteiligungs- und Servicegesellschaft mbH 36
TFC Financial Management 36
Passport Capital, LLC 36
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 36
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 36
Essex Investment Management Co Llc 36
HBK Sorce Advisory LLC 36
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 36
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 36
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 36
Exane Derivatives 36
Rothschild Investment Corp /il 36
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 36
Gideon Capital Advisors, Inc. 36
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 36
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 36
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 36
Telemetry Investments, L.L.C. 36
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 36
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 36
Continuum Advisory, LLC 36
Winton Diversified Opportunities Fund 36
CTC Alternative Strategies, Ltd. 36
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 36
Cornerstone Wealth Management, LLC 36
Janney Capital Management LLC 36
Avestar Capital, LLC 36
Folger Hill Asset Management LP 35
Brave Asset Management Inc 35
Tyers Asset Management LLC 35
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 35
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 35
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 35
Covington Capital Management 35
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 35
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 35
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 35
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 35
Hm Payson & Co 35
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 35
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 35
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 35
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 35
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 35
Etf Managers Group, Llc 35
Brenham Capital Management, L.P. 35
Winch Advisory Services, LLC 35
Atlantic Trust, LLC 35
Vertex One Asset Management Inc. 35
Northpointe Capital Llc 35
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 35
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 35
Comerica Securities,inc. 35
Peregrine Capital Management Llc 35
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 35
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 35
BDO Wealth Advisors, LLC 35
IWB - iSHARES TRUST - iShares Russell 1000 ETF 35
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 35
Sentry Investment Management Llc 35
Campbell Multi-strategy Trust 35
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 35
Donoghue Forlines LLC 35
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 35
Anchorage Capital Group, L.L.C. 35
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 35
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 35
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 35
Capital Analysts, Inc. 35
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 35
Contravisory Investment Management, Inc. 35
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 35
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 35
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 35
Lighthouse Investment Partners, LLC 35
Edge Wealth Management LLC 35
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 35
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 35
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 35
CQS Cayman LP 35
Innealta Capital, Llc 35
Mint Tower Capital Management B.V. 35
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 35
Fulton Bank, N.a. 35
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 35
Kms Financial Services, Inc 35
Aristides Capital LLC 35
Wiley Bros.-aintree Capital, Llc 35
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 35
Virtus ETF Advisers LLC 35
Signet Financial Management, Llc 35
Natixis Investment Managers International 35
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 35
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 35
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 35
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 35
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 35
Gluskin Sheff & Assoc Inc 35
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 35
Venture Visionary Partners LLC 35
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 35
Wilbanks Smith & Thomas Asset Management Llc 35
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 35
Harvest Fund Management Co., Ltd 35
Calton & Associates, Inc. 35
Azzad Asset Management Inc /adv 35
PENN SERIES FUNDS INC - High Yield Bond Fund 35
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 35
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 35
Castleton Investment Management LLC 35
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 35
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 35
Aberdeen Asset Management Plc/uk 35
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 35
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 35
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 35
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 35
Mark Sheptoff Financial Planning, Llc 35
Gf Fund Management Co. Ltd. 34
Yakira Capital Management, Inc. 34
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 34
First Interstate Bank 34
Gyon Technologies Capital Management, LP 34
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 34
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 34
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 34
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 34
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 34
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 34
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 34
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 34
FRAK - VanEck Vectors ETF Trust - VanEck Vectors Unconventional Oil & Gas ETF 34
Magnus Financial Group LLC 34
Calvert Investment Management, Inc. 34
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 34
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 34
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 34
Highland Capital Management, Llc 34
Prescott Group Capital Management, L.l.c. 34
VHYLX - VALIC Co I - High Yield Bond Fund 34
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 34
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 34
BBVA USA Bancshares, Inc. 34
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 34
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 34
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 34
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 34
Stone House Investment Management, LLC 34
Rs Investment Management Co Llc 34
FourThought Financial, LLC 34
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 34
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 34
Capital International Investors 34
Scientech Research LLC 34
Scout Investments, Inc. 34
DRLL - EA Series Trust - Strive U.S. Energy ETF 34
Quest Capital Management Inc /adv 34
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 34
JVL Advisors, L.L.C. 34
Invictus RG 34
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 34
Banco Santander, S.A. 34
Investors Capital Advisory Services 34
Munder Series Trust 34
Allstate Corp 34
Lake Point Wealth Management 34
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 34
Ahrens Investment Partners LLC 34
Cushing Renaissance Fund 34
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 34
Sageworth Trust Co 34
AMG National Trust Bank 34
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 34
Ranger Investment Management, L.P. 34
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 34
BI Asset Management Fondsmaeglerselskab A/S 34
Maple Securities Usa Inc 34
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 34
Advance Capital I Inc 34
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 34
Exencial Wealth Advisors, Llc 34
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 34
Atwood & Palmer Inc 34
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 34
Deutsche Strategic Income Trust 34
Mitchell Group Inc 34
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 34
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 34
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 34
FEDERATED CORE TRUST - Emerging Markets Core Fund 34
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 34
Jaffetilchin Investment Partners, LLC 34
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 34
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 34
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 34
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 34
Crewe Advisors LLC 34
Simon Quick Advisors, Llc 34
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 34
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 34
Dai-ichi Life Holdings, Inc. 34
Empirical Finance, LLC 34
Saba Capital Management, L.P. 34
Capital Income Builder 34
Lord Abbett Credit Opportunities Fund 34
Tortoise Pipeline & Energy Fund, Inc. 34
Tlp Group Llc 34
Deutsche Multi-market Income Trust 34
BerganKDV Wealth Management, LLC 34
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 34
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 34
Chartwell Investment Partners, Llc 34
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 34
RBF Capital, LLC 34
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 34
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 34
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 34
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 34
Mason Street Advisors, Llc 34
Claymore Exchange-traded Fund Trust 2 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 34
Gateway Investment Advisers Llc 34
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 34
Flinton Capital Management LLC 33
Andra AP-fonden 33
Bleakley Financial Group, LLC 33
GHP Investment Advisors, Inc. 33
Pinnacle Bancorp, Inc. 33
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 33
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 33
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 33
Conning Inc. 33
Banco Bilbao Vizcaya Argentaria, S.a. 33
Fs Multi-alternative Income Fund 33
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 33
Archer Investment Corp 33
TradeLink Global Equity LLC 33
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 33
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 33
Legacy Investment Solutions, LLC 33
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 33
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 33
Legg Mason Investment Counsel, LLC 33
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 33
Cassady Schiller Wealth Management, LLC 33
Formidable Asset Management, LLC 33
Abound Wealth Management 33
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 33
Banque Cantonale Vaudoise 33
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 33
Delphia (USA) Inc. 33
TBP Investments Management, LLC 33
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 33
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 33
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 33
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 33
Forum Financial Management, LP 33
683 Capital Management, LLC 33
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 33
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 33
Neuburgh Advisers LLC 33
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 33
McIlrath & Eck, LLC 33
Segment Wealth Management, LLC 33
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 33
Griffin Institutional Access Credit Fund 33
Oliver Lagore Vanvalin Investment Group 33
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 33
Park Avenue Securities Llc 33
Blackstone / Gso Senior Floating Rate Term Fund 33
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 33
MANA Advisors LLC 33
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 33
E. Ohman J:or Asset Management AB 33
Ledyard National Bank 33
Ascend Capital, Llc 33
Cortina Asset Management, LLC 33
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 33
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 33
Kestra Private Wealth Services, Llc 33
Bardin Hill Management Partners Lp 33
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 33
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 33
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 33
Qrg Capital Management, Inc. 33
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 33
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 33
Deutsche High Income Opportunities Fund, Inc. 33
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 33
Aviance Capital Management, Llc 33
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 33
Dean Investment Associates, Llc 33
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 33
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 33
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 33
Blackrock Energy & Resources Trust 33
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 33
Frontier Wealth Management LLC 33
Vanguard Whitehall Funds 33
Brinker Capital Inc 33
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 33
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 33
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 33
Shine Investment Advisory Services Inc 33
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 33
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 33
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 33
Howard Hughes Medical Institute 33
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 33
Vantage Consulting Group Inc 33
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 33
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 33
Cca Investments Trust 33
Ashburton (Jersey) Ltd 32
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 32
Fiduciary Trust Co 32
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 32
Scoria Capital Partners LP 32
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 32
J.w. Cole Advisors, Inc. 32
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 32
Sierra Ocean, Llc 32
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 32
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 32
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 32
Cordasco Financial Network 32
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 32
Hemington Wealth Management 32
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 32
WASHINGTON TRUST Co 32
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 32
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 32
Boulder Hill Capital Management Lp 32
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 32
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 32
HHM Wealth Advisors, LLC 32
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 32
Legacy Wealth Managment, LLC/ID 32
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 32
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 32
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 32
Banque Pictet & Cie Sa 32
Leap Investments Lp 32
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 32
Cim Investment Mangement Inc 32
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 32
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 32
Aptus Capital Advisors, LLC 32
DAACX - Adviser Managed Trust - Diversified Equity Fund 32
Parsons Capital Management Inc/ri 32
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 32
Shinko Asset Management Co., Ltd. 32
Capital One, National Association 32
Mutual Advisors, LLC 32
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 32
Bank Of Hawaii 32
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 32
Cushing Mlp Total Return Fund 32
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 32
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 32
Wolff Wiese Magana Llc 32
CenterStar Asset Management, LLC 32
Aaron Wealth Advisors LLC 32
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 32
Foresters Investment Management Company, Inc. 32
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 32
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 32
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 32
Oakbrook Investments Llc 32
Claraphi Advisory Network, LLC 32
Ares Dynamic Credit Allocation Fund, Inc. 32
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 32
Readystate Asset Management Lp 32
CX Institutional 32
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 32
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 32
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 32
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 32
Energy Opportunities Capital Management, LLC 32
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 32
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 32
Mv Capital Management, Inc. 32
Advisor Resource Council 32
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 32
DiNuzzo Private Wealth, Inc. 32
Horan Securities, Inc. 32
Fjarde Ap-fonden /fourth Swedish National Pension Fund 32
Kalos Management, Inc. 32
Eidelman Virant Capital 32
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 32
Simplicity Wealth,LLC 32
Jnl Strategic Income Fund Llc 32
Global Financial Private Client, LLC 32
Wilmington Funds Management Corp 32
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 32
Accel Wealth Management 32
Vanguard Explorer Fund 32
Avidian Wealth Solutions, LLC 32
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 32
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 32
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 32
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 32
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 32
Elliott Management Corporation 32
Glen Eagle Advisors, LLC 32
XR Securities LLC 32
Blackthorn Investment Group Llc 32
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 32
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 32
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 32
Barometer Capital Management Inc. 31
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 31
Sugarloaf Wealth Management, LLC 31
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 31
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 31
Montag A & Associates Inc 31
Weaver C. Barksdale & Associates, Inc. 31
Amica Mutual Insurance Co 31
AIEQ - ETF Managers Trust - AI Powered Equity ETF 31
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 31
Childress Capital Advisors, Llc 31
Altshuler Shaham Ltd 31
Strategic Investment Management, Llc 31
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 31
Tri-continental Corp 31
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 31
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 31
Bruce G. Allen Investments, LLC 31
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 31
Glacier Peak Capital LLC 31
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 31
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 31
Raffles Associates Lp 31
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 31
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 31
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 31
Sagefield Capital LP 31
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 31
Basso Capital Management, L.p. 31
Curian Capital Llc 31
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 31
Key FInancial Inc 31
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 31
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 31
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 31
Obermeyer Wood Investment Counsel, Lllp 31
Vise Technologies, Inc. 31
Envestnet Portfolio Solutions, Inc. 31
Annis Gardner Whiting Capital Advisors, LLC 31
Doubleline Income Solutions Fund 31
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 31
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 31
Nokomis Capital, L.L.C. 31
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 31
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 31
Wasatch Advisors Inc 31
Community Bank, N.A. 31
Phoenix Investment Adviser LLC 31
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 31
Dialectic Capital Management, Lp 31
American Assets Investment Management, LLC 31
Country Trust Bank 31
Manning & Napier Advisors Llc 31
Perigon Wealth Management, LLC 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 31
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 31
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 31
Barnett & Company, Inc. 31
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 31
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 31
Total Clarity Wealth Management, Inc. 31
Impact Partnership Wealth, LLC 31
Emerald Mutual Fund Advisers Trust 31
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 31
Pendal Group Ltd 31
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 31
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 31
IYE - iSHARES TRUST - iShares U.S. Energy ETF 31
F&C Asset Management plc 31
Deutsche Global High Income Fund, Inc. 31
Clark Capital Management Group, Inc. 31
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 31
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 31
Daiwa Capital Markets America Inc. 31
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 31
Teton Westwood Funds 31
YorkBridge Wealth Partners, LLC 31
Hartford Financial Management Inc. 31
NorthCoast Asset Management LLC 31
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 31
Pekin Hardy Strauss, Inc. 31
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 31
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 31
TRUE Private Wealth Advisors 31
Li Winifred I 31
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 31
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 31
Amica Retiree Medical Trust 31
Delta Lloyd Nv 31
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 31
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 31
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 31
Teton Advisors, Inc. 31
Athanor Capital, Lp 31
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 31
Susquehanna Portfolio Strategies, LLC 31
Qsemble Capital Management, LP 31
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 31
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 31
JNL SERIES TRUST - JNL Bond Index Fund (I) 30
Intact Investment Management Inc. 30
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 30
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 30
NJ State Employees Deferred Compensation Plan 30
Schechter Investment Advisors, LLC 30
Associated Banc-corp 30
NOFIX - Northern Funds - Northern Fixed Income Fund 30
Capital Management Associates /ny/ 30
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 30
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 30
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 30
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 30
Harvest Investment Services, LLC 30
Van Hulzen Asset Management, LLC 30
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 30
Financial Counselors Inc 30
Alpha DNA Investment Management LLC 30
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 30
Linscomb & Williams, Inc. 30
Blackstone / Gso Floating Rate Enhanced Income Fund 30
Putnam High Yield Trust 30
Sit Investment Associates Inc 30
Deutsche High Income Trust 30
Blackrock Master Llc 30
JBF Capital, Inc. 30
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 30
Numerai GP LLC 30
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 30
Liberty Wealth Management Llc 30
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 30
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 30
EJF Capital LLC 30
Fondren Management LP 30
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 30
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 30
Tcwp Llc 30
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 30
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 30
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 30
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 30
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 30
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 30
Equitec Proprietary Markets, Llc 30
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 30
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 30
Virtus Total Return Fund 30
Adirondack Trust Co 30
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 30
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 30
Cutter & CO Brokerage, Inc. 30
Advent Claymore Convertible Securities & Income Fund Ii 30
Brandes Investment Partners, Lp 30
City Holding Co 30
Perpetual Ltd 30
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 30
Apollo Management Holdings, L.P. 30
Cullen Capital Management, LLC 30
Cfm Wealth Partners Llc 30
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 30
Corsair Capital Management, L.p. 30
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 30
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 30
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 30
Eagle Bay Advisors LLC 30
Lsp Investment Advisors, Llc 30
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 30
Windsor Capital Management, LLC 30
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 30
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 30
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 30
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 30
Inceptionr Llc 30
Advocacy Wealth Management Services, LLC 30
Trust Department Mb Financial Bank N A 30
HighPoint Advisor Group LLC 30
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 30
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 30
Munder Capital Management 30
URTH - iShares, Inc. - iShares MSCI World ETF 30
Heartland Advisors Inc 30
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 30
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 30
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 30
Green Arrow Capital Management Llc 30
Vestmark Advisory Solutions, Inc. 30
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 30
Bay Harbor Wealth Management, LLC 30
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 30
Allegis Investment Advisors, LLC 30
Man Investments Ltd 30
Thomist Capital Management, LP 30
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 30
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 30
Coppell Advisory Solutions Corp. 30
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 30
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 30
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 30
Perritt Capital Management Inc 30
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 30
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 30
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 30
Advent/claymore Enhanced Growth & Income Fund 29
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 29
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 29
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 29
Meridian Wealth Advisors, LLC 29
Perkins Coie Trust Co 29
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 29
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 29
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 29
Jackson Creek Investment Advisors LLC 29
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 29
Sheets Smith Wealth Management 29
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 29
Skylands Capital, LLC 29
Thornburg Investment Management Inc 29
Black Maple Capital Management LP 29
Koshinski Asset Management, Inc. 29
Johnson Investment Counsel Inc 29
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 29
MML Series Investment Fund II - MML Equity Rotation Fund Class II 29
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 29
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 29
LRI Investments, LLC 29
Axiom Investment Management LLC 29
Machina Capital S.a.s. 29
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 29
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 29
Woodmont Investment Counsel Llc 29
Quantedge Capital Pte Ltd 29
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 29
Lmcg Investments, Llc 29
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 29
Amica Pension Fund Board Of Trustees 29
Royce Value Trust Inc 29
Hilltop National Bank 29
Bluestein R H & Co 29
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 29
State of New Jersey Common Pension Fund A 29
Touchstone Investment Trust 29
ICA Group Wealth Management, LLC 29
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 29
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 29
TVR Capital Management LP 29
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 29
D'Orazio & Associates, Inc. 29
Raleigh Capital Management Inc. 29
Capital Investment Advisors, LLC 29
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 29
Fayez Sarofim & Co 29
Alpha Paradigm Partners, LLC 29
ClearAlpha Technologies LP 29
Merit Financial Group, LLC 29
Eudaimonia Partners, LLC 29
Tiedemann Advisors, Llc 29
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 29
StoneX Group Inc. 29
Achmea Investment Management B.V. 29
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 29
Colonial Trust Co / SC 29
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 29
Level Four Advisory Services, Llc 29
Hollow Brook Wealth Management LLC 29
Hirtle Callaghan & Co LLC 29
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 29
Newgate Capital Management Llc 29
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 29
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 29
HN Saltoro Capital, LP 29
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 29
Brigade Capital Management, Lp 29
Cambridge Trust Co 29
RSSL - Global X Funds - Global X Russell 2000 ETF 29
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 29
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 29
Heritage Wealth Management, Llc 29
Walthausen & Co., LLC 29
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 29
Riverview Trust Co 29
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 29
Lenox Wealth Management, Inc. 29
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 29
Americana Partners, LLC 29
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 29
Duality Advisers, Lp 29
Scoggin Management Lp 29
PSCE - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF 29
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 29
Arlington Trust Co LLC 29
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 29
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 29
Interval Partners, LP 29
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 29
Creekmur Asset Management LLC 29
EP Wealth Advisors, Inc. 29
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 29
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 29
Leuthold Group, Llc 29
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 29
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 29
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 29
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 29
Callahan Advisors, LLC 28
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 28
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 28
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 28
Jump Trading, Llc 28
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 28
Next Financial Holdings 28
Kore Private Wealth LLC 28
Wealthfront Advisers Llc 28
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 28
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 28
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 28
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 28
Third Point LLC 28
Tobam 28
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 28
Voya Financial Advisors, Inc. 28
PPM Funds - PPM Floating Rate Income Fund (Inst) 28
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 28
Cantor Fitzgerald, L. P. 28
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 28
Concurrent Investment Advisors, LLC 28
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 28
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 28
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 28
Strategic Wealth Partners, Ltd. 28
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 28
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 28
MML Series Investment Fund II - MML Blend Fund Initial Class 28
Colony Group, LLC 28
Vigilant Capital Management, LLC 28
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 28
Frontier Capital Management Co Llc 28
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 28
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 28
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 28
Redwood Investment Management, Llc 28
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 28
Meritage Portfolio Management 28
Wellington Shields & Co., LLC 28
Horizon Kinetics LLC 28
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 28
Smallcap World Fund Inc 28
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 28
Norden Group Llc 28
Private Wealth Partners, LLC 28
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 28
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 28
IXC - iSHARES TRUST - iShares Global Energy ETF 28
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 28
RHJ International SA 28
Western Asset Middle Market Income Fund Inc. 28
Canoe Financial LP 28
VCSMX - VALIC Co I - Small Cap Fund 28
Guardian Life Insurance Co Of America 28
Moisand Fitzgerald Tamayo, LLC 28
Mn Services Vermogensbeheer B.V. 28
West Tower Group, LLC 28
SYSTM Wealth Solutions LLC 28
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 28
RFP Financial Group LLC 28
Spring Creek Capital Llc 28
Kayne Anderson Midstream/energy Fund, Inc. 28
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 28
Argentus Capital Management, LLC 28
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 28
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 28
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 28
Harvest Management Llc 28
Williams Jones & Associates LLC 28
TimesSquare Capital Management, LLC 28
Waldron Private Wealth LLC 28
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 28
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 28
Omega Advisors Inc. 28
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 28
AdvisorShares Investments LLC 28
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 28
D L Carlson Investment Group Inc 28
Profunds - Profund Vp Small-cap Value 28
Householder Group Estate & Retirement Specialist, LLC 28
Trustmark National Bank Trust Department 28
Columbia Partners L L C Investment Management 28
Intrust Bank Na 28
SVPIX - Profunds - Small-cap Value Profund Investor Class 28
Nuveen Credit Opportunities 2022 Target Term Fund 28
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 28
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 28
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 28
Bradley Foster & Sargent Inc/ct 28
Anson Funds Management LP 28
Elequin Capital Lp 28
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 28
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 28
Usaa Etf Trust 28
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 28
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 28
Kovack Advisors, Inc. 28
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 28
Mizuho Asset Management Co.,Ltd. 28
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 28
Geduld E E 28
Chilton Investment Co Llc 28
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 28
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 28
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 28
VanEck Funds 28
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 28
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 27
PENN SERIES FUNDS INC - Small Cap Value Fund 27
Meiji Yasuda Asset Management Co Ltd. 27
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 27
Wilmington Trust Co 27
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 27
Cypress Asset Management Inc/tx 27
Capital Bank & Trust Co 27
LGT Financial Advisors LLC 27
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 27
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 27
Mount Lucas Management LP 27
Kestra Investment Management, LLC 27
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 27
Matarin Capital Management, LLC 27
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 27
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 27
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 27
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 27
Richard Bernstein Advisors LLC 27
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 27
Reaves W H & Co Inc 27
HighVista Strategies LLC 27
UniSuper Management Pty Ltd 27
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 27
Virtus Total Return Fund Inc. 27
AlphaCore Capital LLC 27
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 27
Traynor Capital Management, Inc. 27
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 27
Schafer Cullen Capital Management Inc 27
Dynamic Capital Management Ltd 27
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 27
Metis Global Partners, LLC 27
Tradition Wealth Management, LLC 27
Qtron Investments LLC 27
BIGTX - Monteagle Funds - The Texas Fund Class I 27
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 27
Gmt Capital Corp 27
Mill Creek Capital Advisors, LLC 27
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 27
VSR Financial Services, Inc. 27
Gargoyle Investment Advisor L.L.C. 27
HFM Investment Advisors, LLC 27
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 27
Tsfg, Llc 27
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 27
Palladium Partners Llc 27
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 27
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 27
Alexandria Capital, LLC 27
Quad-Cities Investment Group, LLC 27
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 27
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 27
Key Square Capital Management LLC 27
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 27
Gierl Augustine Investment Management Inc 27
Spears Abacus Advisors LLC 27
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 27
Castleview Partners, Llc 27
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 27
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 27
NINE MASTS CAPITAL Ltd 27
Haafor (Singapore) Pte. Ltd. 27
Handelsbanken Fonder AB 27
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 27
Quent Capital, LLC 27
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 27
Nuveen Multi-market Income Fund 27
Centerpoint Advisors, LLC 27
Quotient Investors, LLC 27
Wagner Wealth Management, Llc 27
GeoWealth Management, LLC 27
River Road Asset Management, LLC 27
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 27
Scepter Holdings, Inc. 27
Ronald Blue & Co Llc 27
Arlington Partners LLC 27
Knights of Columbus Asset Advisors LLC 27
Solaris Asset Management Llc 27
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 27
Barings Global Short Duration High Yield Fund 27
Stonehage Fleming Financial Services Holdings Ltd 27
Entrustpermal Partners Offshore Lp 27
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 27
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 27
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 27
Sachetta, LLC 27
Dynamic Advisor Solutions LLC 27
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 27
Herndon Capital Management Llc 27
VR Advisory Services Ltd 27
R&F Capital Advisors LP 27
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 27
GASL - Direxion Shares ETF Trust - Direxion Daily Natural Gas Related Bull 3X Shares 27
First City Capital Management, Inc. 27
Calamos Wealth Management LLC 27
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 27
Euclid Advisors LLC 27
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 27
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 27
TRANSAMERICA FUNDS - Transamerica Core Bond I2 27
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 27
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 27
Knott David M 27
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 27
SailingStone Capital Partners LLC 27
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 27
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 27
Squar Milner Financial Services Llc 27
ArrowMark Colorado Holdings LLC 27
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 27
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 27
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 27
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 27
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 27
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 27
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 27
Western Asset Managed High Income Fund Inc. 27
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 27
Henderson Global Funds 27
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 27
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 27
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 27
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 27
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 27
Bayforest Capital Ltd 27
Western Asset/claymore Inflation-linked Securities & Income Fund 27
Taconic Capital Advisors LP 27
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 27
BCJ Capital Management, LLC 26
Ferris Capital, Llc 26
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 26
Pinkerton Retirement Specialists, LLC 26
Allen Investment Management LLC 26
Accurate Wealth Management, LLC 26
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 26
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 26
TIG Advisors, LLC 26
Interchange Capital Partners, LLC 26
Beacon Capital Management, Inc. 26
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 26
OTA Financial Group L.P. 26
Sterling Investment Advisors, Ltd. 26
Royal Fund Management, LLC 26
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 26
First Bank & Trust 26
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 26
tru Independence LLC 26
Belmont Global Advisors, Inc. 26
Western Asset Global Partners Income Fund Inc. 26
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 26
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 26
ISAM Funds (UK) Ltd 26
TD Securities (USA) LLC 26
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 26
Greenland Capital Management LP 26
Mendota Financial Group, LLC 26
Redwood Wealth Management Group, LLC 26
Avenue Income Credit Strategies Fund 26
Old Second National Bank Of Aurora 26
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 26
Bellwether Advisors, LLC 26
Guardian Capital Lp 26
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 26
Frontier Investment Mgmt Co 26
HWG Holdings LP 26
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 26
Highstreet Asset Management Inc. 26
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 26
Ikos Cif Ltd 26
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 26
Keeley Asset Management Corp 26
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 26
Morningstar Investment Services LLC 26
Pittenger & Anderson Inc 26
Point72 Europe (London) LLP 26
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 26
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 26
Berkley W R Corp 26
Sun Life Financial Inc 26
Fairfield, Bush & Co. 26
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 26
Quinn Opportunity Partners LLC 26
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 26
Kohlberg Kravis Roberts & Co. L.P. 26
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 26
Connable Office Inc 26
Mfs Intermarket Income Trust I 26
EHP Funds Inc. 26
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 26
Independence Bank of Kentucky 26
CSat Investment Advisory, L.P. 26
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 26
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 26
Cornerstone Investment Partners, LLC 26
Turtle Creek Wealth Advisors, LLC 26
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 26
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 26
Register Financial Advisors LLC 26
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 26
WealthTrak Capital Management LLC 26
Measured Wealth Private Client Group, LLC 26
First National Bank Of Omaha 26
Guinness Atkinson Asset Management Inc 26
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 26
Camarda Financial Advisors, LLC 26
First Dallas Securities Inc. 26
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 26
Burney Co/ 26
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 26
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 26
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 26
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 26
MML Series Investment Fund II - MML Equity Fund Initial Class 26
DLD Asset Management, LP 26
Congress Asset Management Co /ma 26
E&G Advisors, LP 26
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 26
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 26
Argent Trust Co 26
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 26
Inspire Advisors, LLC 26
Buckingham Strategic Wealth, Llc 26
Thurston, Springer, Miller, Herd & Titak, Inc. 26
BP Capital Fund Advisors, LLC 26
Intersect Capital LLC 26
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 26
Norinchukin Bank, The 26
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 26
Tredje AP-fonden 26
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 26
Gilder Gagnon Howe & Co Llc 26
Beck Mack & Oliver Llc 26
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 26
Blue Arrow Capital Management Llc 26
Ivory Investment Management, Llc 26
Wakefield Asset Management LLLP 26
Bodri Capital Management, LLC 26
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 26
Guggenheim Taxable Municipal Managed Duration Trust 26
Concord Wealth Partners 26
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 26
WR Wealth Planners, LLC 26
WPG Advisers, LLC 26
Zurich Insurance Group Ltd/FI 26
Mariner Wealth Advisors-NYC, LLC 26
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 26
Roble, Belko & Company, Inc 26
Cromwell Holdings LLC 26
Simmons Bank 26
Hussman Strategic Advisors, Inc. 26
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 26
Bourgeon Capital Management Llc 26
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 26
Pinz Capital Management, LP 26
AHHX - Starboard Investment Trust - Adaptive High Income ETF 26
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 26
DAINX - Dunham Funds - Dunham International Stock Fund Class A 26
3G Capital Partners LP 26
IMA Wealth, Inc. 26
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 26
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 26
Invenomic Capital Management LP 26
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 26
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 26
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 26
West Oak Capital, LLC 26
Center for Financial Planning, Inc. 26
NuWave Investment Management, LLC 26
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 26
First PREMIER Bank 26
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 26
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 26
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 26
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 26
First Capital Advisors Group, LLC. 26
Harbour Capital Advisors, LLC 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 26
Empyrean Capital Partners, LP 26
Wilmington Trust, National Association 26
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 26
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 25
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 25
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 25
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 25
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 25
River & Mercantile Asset Management Llp 25
Stanley-Laman Group, Ltd. 25
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 25
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 25
Eastern Bank 25
PGIM Short Duration High Yield Opportunities Fund 25
Omnia Family Wealth, LLC 25
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 25
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 25
Albert D Mason Inc 25
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 25
Bp Plc 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 25
One Capital Management, LLC 25
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 25
Abacus Planning Group, Inc. 25
New England Research & Management, Inc. 25
Arbiter Partners Capital Management LLC 25
Clough Global Equity Fund 25
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 25
National Pension Service 25
Bray Capital Advisors 25
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 25
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 25
Park Place Capital Corp 25
Nuveen Floating Rate Income Fund 25
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 25
Paces Ferry Wealth Advisors, Llc 25
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 25
Regent Peak Wealth Advisors LLC 25
Nuveen Multi-Asset Income Fund 25
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 25
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 25
Blue Bell Private Wealth Management, Llc 25
Columbus Hill Capital Management, L.P. 25
Precept Management LLC 25
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 25
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 25
Arrow Financial Corp 25
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 25
Valued Wealth Advisors LLC 25
Emerald Investment Partners, Llc 25
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 25
BOK Financial Private Wealth, Inc. 25
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 25
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 25
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 25
Putnam ETF Trust - Putnam ESG High Yield ETF - 25
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 25
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 25
Longfellow Investment Management Co Llc 25
Concentric Capital Strategies, LP 25
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 25
Central Bank & Trust Co 25
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 25
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 25
Bowling Portfolio Management LLC 25
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 25
Oberweis Asset Management Inc/ 25
Ziegler Capital Management, LLC 25
Lebenthal Asset Management, LLC 25
Barrett Asset Management, LLC 25
1st Global Advisors, Inc. 25
Peapack Gladstone Financial Corp 25
Profunds - Profund Vp Small-cap Growth 25
Guggenheim Credit Allocation Fund 25
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 25
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 25
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 25
South Texas Money Management Ltd 25
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 25
Koch Industries Inc 25
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 25
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 25
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 25
Capital Asset Advisory Services LLC 25
Rainier Investment Management Llc 25
Standard Life Investments LTD 25
Concert Wealth Management Inc. 25
Credential Qtrade Securities Inc. 25
Atlantic Union Bankshares Corp 25
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 25
Bank Of Nova Scotia Trust Co 25
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 25
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 25
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 25
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 25
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 25
Linden Advisors Lp 25
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 25
Dorsey & Whitney Trust CO LLC 25
Dalton Greiner Hartman Maher & Co 25
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 25
Nippon Life Global Investors Americas, Inc. 25
Greenwood Capital Associates Llc 25
USS Investment Management Ltd 25
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 25
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 25
Columbia Wanger Asset Management Llc 25
Crow Point Partners, LLC 25
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 25
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 25
Worth Venture Partners, LLC 25
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 25
Ashton Thomas Securities, Llc 25
Wright Investors Service Inc 25
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 25
HighTower Trust Services, LTA 25
Copeland Capital Management, LLC 25
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 25
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 25
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 25
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 25
Oslo Asset Management ASA 25
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 25
Kcm Investment Advisors Llc 25
Brasada Capital Management, Lp 25
Ninety One North America, Inc. 25
Nuveen High Income November 2021 Target Term Fund 25
Suffolk Capital Management Llc 25
Logan Capital Management Inc 25
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 25
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 25
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 25
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 25
Growth Fund Of America 25
VVSCX - VALIC Co I - Small Cap Value Fund 25
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 25
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 25
Paulson & Co. Inc. 25
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 25
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 25
Kayne Anderson Energy Total Return Fund, Inc. 25
Clough Global Opportunities Fund 25
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 25
Lehman Financial Resources, Inc. 25
Guinness Asset Management LTD 24
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 24
Scout Funds 24
Webs Creek Capital Management LP 24
Qci Asset Management Inc/ny 24
Highland Capital Management Fund Advisors, L.p. 24
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 24
Kovitz Investment Group Partners, LLC 24
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 24
Principia Wealth Advisory, LLC 24
Capital International Inc /ca/ 24
Signition Lp 24
Searle & Co. 24
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 24
USVT - Ultimus Managers Trust - US VALUE ETF 24
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 24
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 24
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 24
X-Square Capital, LLC 24
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 24
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 24
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 24
Brant Point Investment Management Llc 24
Tcw Strategic Income Fund Inc 24
Lloyds Banking Group plc 24
MYDA Advisors LLC 24
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 24
Colonial Trust Advisors 24
Bahl & Gaynor Inc 24
Cambiar Investors Llc 24
Integrated Core Strategies (us) Llc 24
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 24
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 24
Legacy Advisors, LLC 24
Lucus Advisors Llc 24
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 24
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 24
Ckw Financial Group 24
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 24
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 24
Bramshill Investments, LLC 24
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 24
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 24
Intellectus Partners, LLC 24
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 24
Caitlin John, LLC 24
Mitsubishi UFJ Securities Holdings Co., Ltd. 24
BRASX - Blackrock Allocation Target Shares - Bats Series S 24
Patten Group, Inc. 24
Perkins Investment Management, LLC 24
CNB Bank 24
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 24
SGPIX - Profunds - Small-cap Growth Profund Investor Class 24
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 24
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 24
Keeley-Teton Advisors, LLC 24
Cleararc Capital Inc 24
Pineridge Advisors LLC 24
Clear Street Llc 24
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 24
Citizens Business Bank 24
Global Trust Asset Management, LLC 24
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 24
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 24
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 24
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 24
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 24
Heritage Wealth Advisors 24
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 24
American Research & Management Co. 24
Byrne Asset Management LLC 24
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 24
Banco BTG Pactual S.A. 24
Southport Management, L.l.c. 24
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 24
Heck Capital Advisors, LLC 24
American Capital Advisory, LLC 24
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 24
Minichmacgregor Wealth Management, Llc 24
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 24
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 24
DC Investments Management, LLC 24
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 24
Verdence Capital Advisors LLC 24
Nuveen Short Duration Credit Opportunities Fund 24
Easterly Investment Partners Llc 24
Nuveen Floating Rate Income Opportunity Fund 24
Nuveen Senior Income Fund 24
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 24
RFG Advisory, LLC 24
Castle Hook Partners LP 24
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 24
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 24
Anchor Capital Advisors Llc 24
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 24
Glenmede Investment Management, LP 24
Verus Capital Partners, Llc 24
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 24
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 24
Putnam Global Natural Resources Fund 24
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 24
Pensionmark Financial Group, Llc 24
Fortis Advisors, LLC 24
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 24
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 24
Delphi Management Inc /ma/ 24
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 24
Nwam Llc 24
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 24
Kentucky Retirement Systems 24
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 24
Monetary Management Group Inc 24
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 24
Oliver Luxxe Assets LLC 24
V Wealth Advisors LLC 24
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 24
Jabre Capital Partners S.A. 24
First Midwest Bank Trust Division 24
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 24
Renaissance Group Llc 24
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 24
Hanson & Doremus Investment Management 24
Fidelis Capital Partners, LLC 24
Chelsea Counsel Co 24
Cape Investment Advisory, Inc. 24
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 24
Manatuck Hill Partners, LLC 24
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 24
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 24
Nexus Asset Management LLC 24
Corigliano Investment Advisers, LLC 24
Endurance Wealth Management, Inc. 24
Investment Management Of Virginia Llc 24
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 24
Anchor Bolt Capital, LP 24
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 24
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 24
Moody Lynn & Lieberson, Llc 24
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 24
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 24
Essex Financial Services, Inc. 24
STFBX - Advisers Investment Trust - State Farm Balanced Fund 24
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 24
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 24
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 24
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 24
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 24
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 24
Diamond Hill Capital Management Inc 24
Genesee Valley Trust Co 23
Virtue Capital Management, LLC 23
Covalis Capital Llp 23
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 23
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 23
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 23
M&r Capital Management Inc 23
Twin Capital Management Inc 23
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 23
ABASX - AB TRUST - AB Discovery Value Fund Class A 23
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 23
Rathbone Brothers plc 23
Heritage Trust Co 23
Cooperman Leon G 23
STXV - EA Series Trust - Strive 1000 Value ETF 23
Procyon Private Wealth Partners, LLC 23
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 23
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 23
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 23
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 23
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 23
DGS Capital Management, LLC 23
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 23
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 23
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 23
Kessler Investment Group, LLC 23
Worth Asset Management, LLC 23
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 23
Forty4 Asset Management LLC 23
Tributary Capital Management, LLC 23
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 23
PPM Funds - PPM Long Short Credit Fund (Inst) 23
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 23
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 23
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 23
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 23
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 23
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 23
Gabelli Dividend & Income Trust 23
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 23
Silverback Asset Management Llc 23
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 23
Sandler Capital Management 23
Nuveen Core Equity Alpha Fund 23
Planned Solutions, Inc. 23
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 23
Ssga Master Trust 23
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 23
Voya Prime Rate Trust 23
Nissay Asset Management Corp /japan/ /adv 23
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 23
Transce3nd, LLC 23
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 23
Kentucky Retirement Systems Insurance Trust Fund 23
Bare Financial Services, Inc 23
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 23
Beck Capital Management, Llc 23
Carmignac Gestion 23
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 23
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 23
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 23
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 23
VitalStone Financial, LLC 23
VCCCX - VALIC Co I - Capital Conservation Fund 23
Park Avenue Institutional Advisers LLC 23
M&g Investment Management Ltd 23
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 23
PartnerRe Asset Management CORP 23
Gary Goldberg Planning Services Inc 23
Atomi Financial Group, Inc. 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 23
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 23
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 23
Sourcerock Group LLC 23
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 23
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 23
Truewealth Llc 23
QUANTRES ASSET MANAGEMENT Ltd 23
CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares 23
Security National Trust Co 23
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 23
Stephens Investment Management Group LLC 23
180 Wealth Advisors, Llc 23
Gladstone Institutional Advisory LLC 23
Wealthsource Partners, Llc 23
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 23
Hughes Financial Services, LLC 23
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 23
Elo Mutual Pension Insurance Co 23
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 23
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 23
Rubric Capital Management LP 23
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 23
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 23
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 23
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 23
Prentiss Smith & Co Inc 23
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 23
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 23
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 23
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 23
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 23
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 23
Retirement Group, LLC 23
Arden Trust Co 23
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 23
Benefit Street Partners LLC 23
Choate Investment Advisors 23
Savior LLC 23
SRB Corp 23
Pinnacle Financial Partners Inc 23
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 23
Pennsylvania Trust Co 23
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 23
HighMark Wealth Management LLC 23
RPG Investment Advisory, LLC 23
Brighton Jones Llc 23
Palmer Square Opportunistic Income Fund 23
Slate Path Capital LP 23
Epoch Investment Partners, Inc. 23
Exxonmobil Investment Management Inc /tx 23
Samalin Investment Counsel, LLC 23
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 23
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 23
Viking Global Investors Lp 23
Cramer Rosenthal Mcglynn Llc 23
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 23
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 23
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 23
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 23
Americafirst Capital Management, Llc 23
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 23
Haberer Registered Investment Advisor Inc 23
Capital Wealth Planning, LLC 23
Caxton Associates Llp 23
Kings Point Capital Management 23
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 23
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 23
BRC Investment Management LLC 23
Samlyn Capital, Llc 23
Nuveen Nasdaq 100 Dynamic Overwrite Fund 23
Piermont Capital Management LLC 23
Armstrong Advisory Group, Inc 23
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 23
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 23
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 23
qPULA Trading Management LP 23
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 23
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 23
Beacon Capital Management, LLC 23
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 23
Selective Wealth Management, Inc. 23
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 23
Cribstone Capital Management, LLC 23
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 23
Monaco Asset Management SAM 23
Oak Thistle LLC 23
Westfield Capital Management Co Lp 23
Vectors Research Management, LLC 23
Wealth Quarterback LLC 23
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 23
Tiger Eye Capital LLC 22
M Holdings Securities, Inc. 22
Croft-leominster Inc 22
Gallacher Capital Management LLC 22
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 22
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 22
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 22
GoalVest Advisory LLC 22
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 22
Capital International Sarl 22
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 22
VCGAX - VALIC Co I - Growth & Income Fund 22
Insight Capital Research & Management Inc 22
WealthTrust Fairport, LLC 22
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 22
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 22
Roosevelt Investment Group Llc 22
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 22
Clough Global Dividend & Income Fund 22
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 22
Wilks Brothers, LLC 22
Baines Creek Capital, LLC 22
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 22
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 22
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 22
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 22
Investment Centers Of America Inc 22
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 22
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 22
Cion Ares Diversified Credit Fund 22
Nwq Investment Management Company, Llc 22
AMF Pensionsforsakring AB 22
T. Rowe Price Investment Management, Inc. 22
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 22
Wbi Investments, Inc. 22
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 22
Governors Lane LP 22
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 22
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 22
Nair Vinay 22
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 22
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 22
Freestone Grove Partners LP 22
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 22
Amerivest Investment Management LLC 22
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 22
Silver Point Capital L.P. 22
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 22
Talara Capital Management, LLC 22
Echo Street Capital Management LLC 22
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 22
Harvard Management Co Inc 22
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 22
Green Square Capital Advisors Llc 22
Goldentree Asset Management Lp 22
Loeb Partners Corp 22
Shenkman Capital Management Inc 22
Agf Management Ltd 22
Capstone Series Fund Inc 22
Baader Bank INC 22
Balasa Dinverno & Foltz Llc 22
Isthmus Partners, Llc 22
Silphium Asset Management Ltd 22
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 22
Steadfast Capital Management Lp 22
Summit Financial Wealth Advisors, LLC 22
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 22
Barings Participation Investors 22
BW Gestao de Investimentos Ltda. 22
Gilman Hill Asset Management, LLC 22
Cna Financial Corp 22
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 22
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 22
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 22
Lincoln National Corp 22
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 22
Ferguson Wellman Capital Management, Inc 22
AllSquare Wealth Management LLC 22
Equitec Specialists, Llc 22
Psagot Value Holdings Ltd. / (Israel) 22
Sippican Capital Advisors 22
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 22
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 22
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 22
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 22
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 22
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 22
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 22
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 22
Tiverton Asset Management Llc 22
Change Path, LLC 22
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 22
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22
Nuveen Credit Strategies Income Fund 22
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 22
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 22
Worldquant Millennium Advisors Llc 22
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 22
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 22
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 22
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 22
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 22
Blackrock Floating Rate Income Strategies Fund, Inc. 22
Equitable Holdings, Inc. 22
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 22
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 22
Meridian Wealth Management, LLC 22
Private Wealth Asset Management, LLC 22
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 22
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 22
Symmetry Partners, LLC 22
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 22
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 22
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 22
Afton Capital Management Llc 22
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 22
Zazove Associates Llc 22
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 22
Evolution Wealth Advisors, LLC 22
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 22
Ares Management Llc 22
Highline Wealth Partners Llc 22
Advantage Alpha Capital Partners LP 22
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 22
Antonetti Capital Management LLC 22
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 22
Woodstock Corp 22
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 22
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 22
VisionPoint Advisory Group, LLC 22
Webster Bank, N. A. 22
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 22
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 22
Kamunting Street Capital Management, L.P. 22
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 22
IMS Capital Management 22
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 22
Bridgecreek Investment Management, LLC 22
Fruth Investment Management 22
Great Valley Advisor Group, Inc. 22
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 22
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 22
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 22
Ipswich Investment Management Co., Inc. 22
Well Done, LLC 22
Horizon Kinetics Asset Management Llc 22
Welch & Forbes Llc 22
Benjamin Edwards Inc 22
Fieldview Capital Management, LLC 22
Kepos Capital LP 22
Xact Kapitalforvaltning AB 22
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
Paragon Capital Management Ltd 22
Harbor Advisors LLC 22
Vivaldi Asset Management, LLC 22
Symmetry Investments LP 22
New York Life Trust Co 22
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 22
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 22
Albion Financial Group /ut 22
Trellus Management Company, LLC 22
Woodward Diversified Capital, Llc 21
Klingenstein Fields & Co Lp 21
Capital Innovations LLC 21
LMR Master Fund Ltd 21
Redwood Investments, LLC 21
Laffer Investments 21
Livingston Group Asset Management CO (operating as Southport Capital Management) 21
Quantum Capital Management 21
RBB FUND, INC. - Adara Smaller Companies Fund 21
Causeway Capital Management Llc 21
DSAM Partners (London) Ltd 21
Quaker Wealth Management, LLC 21
Foster & Motley Inc 21
Atticus Wealth Management, Llc 21
Trust Co 21
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 21
Sentinel Asset Management, Inc. 21
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 21
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 21
Platte River Capital LLC 21
AT Bancorp 21
Sfmg, Llc 21
VCSVX - VALIC Co II - Small Cap Value Fund 21
Fernwood Investment Management, LLC 21
Dividend Asset Capital, Llc 21
Price Michael F 21
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 21
PGGM Investments 21
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 21
Tiaa Cref Trust Co Fsb/mo 21
Wrapmanager Inc 21
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 21
Northwest Investment Counselors, Llc 21
Baker Ellis Asset Management LLC 21
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 21
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 21
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 21
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 21
LNZ Capital LP 21
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 21
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 21
Stone Ridge Asset Management LLC 21
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 21
Griffin Asset Management, Inc. 21
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 21
SeaBridge Investment Advisors LLC 21
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 21
HSBC FUNDS - HSBC Strategic Income Fund Class A 21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21
Hennion & Walsh Asset Management, Inc. 21
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 21
Moody Aldrich Partners Llc 21
Guardian Investor Services Llc 21
Ibex Wealth Advisors 21
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 21
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 21
Mascoma Wealth Management LLC 21
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 21
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 21
Periscope Capital Inc. 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
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 21
Montgomery Investment Management Inc 21
Dai-Ichi Life Insurance Company, Ltd 21
Meiji Yasuda Life Insurance Co 21
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 21
IFM Investors Pty Ltd 21
First Foundation Advisors 21
Ridgewood Investments LLC 21
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 21
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 21
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 21
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 21
Price Wealth Management, Inc. 21
Wedmont Private Capital 21
Arrow Investment Advisors, LLC 21
Buckingham Strategic Partners 21
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 21
B. Metzler seel. Sohn & Co. AG 21
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 21
Tdam Usa Inc. 21
CastleKnight Management LP 21
HB Wealth Management, LLC 21
Brown Advisory Securities, LLC 21
Allianzgi Equity & Convertible Income Fund 21
Barings Corporate Investors 21
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 21
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 21
SRTTX - SMA RELATIONSHIP TRUST - Series T 21
Gdl Fund 21
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 21
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 21
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 21
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 21
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 21
P Schoenfeld Asset Management Lp 21
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 21
Blackrock Resources & Commodities Strategy Trust 21
White Pine Capital Llc 21
Mazama Capital Management Inc 21
Liberty All Star Equity Fund 21
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 21
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 21
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 21
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 21
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 21
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 21
Ada Investment Management, LP 21
Kula Investments, LLC 21
Dfa Investment Trust Co - The U.s. Large Cap Value Series 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 21
PFG Investments, LLC 21
Polygon Management Ltd. 21
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 21
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 21
University Of Texas/texas Am Investment Managment Co 21
West Family Investments, Inc. 21
Schneider Capital Management Corp 21
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 21
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 21
Senator Investment Group LP 21
Syon Capital Llc 21
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 21
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 21
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 21
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 21
Bedel Financial Consulting, Inc. 21
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 21
Rakuten Securities, Inc. 21
Wetzel Investment Advisors, Inc. 21
Banco de Sabadell, S.A 21
Financial Network Wealth Advisors LLC 21
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 21
Nvwm, Llc 21
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 21
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 21
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 21
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 21
Nachman Norwood & Parrott, Inc 21
Fortress Investment Group LLC 21
Lavaca Capital Llc 21
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 21
EHLS - Tidal Trust II - Even Herd Long Short ETF 21
Laurel Wealth Advisors LLC 21
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 21
Thoroughbred Financial Services, Llc 21
Ossiam 21
Salomon & Ludwin, LLC 21
Aspire Private Capital, LLC 21
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 21
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 21
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 21
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 21
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 21
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 21
Alaska Permanent Fund Corp 21
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 21
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 21
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 20
Opal Wealth Advisors, LLC 20
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 20
DecisionPoint Financial, LLC 20
Schwartz Investment Counsel Inc 20
Garrett Wealth Advisory Group, LLC 20
Frank, Rimerman Advisors LLC 20
Teilinger Capital Ltd. 20
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 20
Alden Global Capital LLC 20
Hcim Trust 20
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 20
Verity Asset Management, Inc. 20
Quilter Plc 20
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 20
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 20
HSBC FUNDS - HSBC High Yield Fund Class A 20
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 20
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 20
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 20
Addison Advisors LLC 20
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 20
Destination Wealth Management 20
Whipplewood Advisors, LLC 20
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 20
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 20
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 20
Stock Yards Bank & Trust Co 20
Detwiler Fenton Investment Management LLC 20
Western Asset Middle Market Debt Fund Inc. 20
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 20
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 20
Texas Capital Bancshares Inc/tx 20
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 20
Lee Danner & Bass Inc 20
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 20
Tyler-Stone Wealth Management 20
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 20
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 20
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 20
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 20
Us Financial Advisors, Llc 20
Asahi Life Asset Management Co., Ltd. 20
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 20
Cedar Wealth Management, LLC 20
Thompson Investment Management, Inc. 20
Gables Capital Management Inc. 20
Dixon Hughes Goodman Wealth Advisors LLC 20
Burt Wealth Advisors 20
Wealthbridge Capital Management, Llc 20
Penbrook Management LLC 20
Arcadia Investment Management Corp/mi 20
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 20
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 20
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 20
Telluride Asset Management LLC 20
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 20
Aviance Capital Partners, LLC 20
Axxcess Wealth Management, Llc 20
Putnam Fl Investment Management Co 20
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 20
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 20
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 20
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 20
Telemus Capital, Llc 20
Dunhill Financial, LLC 20
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 20
Fifth Third Wealth Advisors LLC 20
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 20
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 20
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 20
Old West Investment Management, LLC 20
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 20
Trust Asset Management LLC 20
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 20
Shufro Rose & Co Llc 20
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 20
Sentry Investments Corp. 20
Triangle Securities Wealth Management 20
Maple Rock Capital Partners Inc. 20
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 20
Vanguard Windsor Funds 20
Fortem Financial Group, Llc 20
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 20
Chiron Investment Management, LLC 20
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 20
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 20
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 20
Phoenix Holdings Ltd. 20
High Pointe Capital Management Llc 20
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 20
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 20
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 20
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 20
Planning Capital Management Corp 20
Burns Matteson Capital Management, LLC 20
Burnham Asset Management Corp /ny/ 20
Visionary Asset Management, Inc. 20
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 20
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 20
Global Endowment Management, LP 20
Equitable Trust Co 20
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 20
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 20
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 20
Columbus Circle Investors 20
Glass Jacobson Investment Advisors llc 20
Pacifica Partners Inc. 20
Capital Growth Management Lp 20
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 20
NOCBX - Northern Funds - Northern Core Bond Fund 20
Fiduciary Alliance LLC 20
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 20
Annandale Capital, LLC 20
Ten Capital Wealth Advisors, LLC 20
TENOR CAPITAL MANAGEMENT Co., L.P. 20
ACG Wealth 20
Monroe Bank & Trust/mi 20
Kaizen Advisory, Llc 20
WealthStone, Inc. 20
Carmichael Hill & Associates, Inc. 20
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 20
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 20
Highfields Capital Management Lp 20
Mach-1 Financial Group, Inc. 20
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 20
Marino, Stram & Associates Llc 20
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 20
Energy Income Partners, LLC 20
Clarus Wealth Advisors 20
Sentinel Trust Co Lba 20
Saturna Capital CORP 20
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 20
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 20
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 20
SkyView Investment Advisors, LLC 20
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 20
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 20
Kingswood Wealth Advisors, Llc 20
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 20
West Paces Advisors Inc. 20
Redhawk Wealth Advisors, Inc. 20
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 20
Bard Associates Inc 20
Western Asset Corporate Loan Fund Inc. 20
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 20
KIFAX - Forward Funds - Salient Select Income Fund Class A 20
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 20
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 20
CHURCHILL MANAGEMENT Corp 20
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 20
Harvey Capital Management Inc 20
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 20
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 20
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 20
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 20
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 20
Gabelli Global Utility & Income Trust 20
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 20
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 20
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 20
Allred Capital Management, LLC 20
Abich Financial Wealth Management LLC 20
Caldwell & Orkin Inc 20
Elm Ridge Management, LLC 20
Short Duration High Income Portfolio - Short Duration High Income Portfolio 20
Gofen & Glossberg Llc /il/ 20
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 20
Commonwealth Financial Services, LLC 20
Advisory Alpha, LLC 20
Rampart Investment Management Company, LLC 20
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 20
Washington Trust Advisors, Inc. 20
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 20
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 20
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 20
Westend Capital Management LLC 20
Stancorp Investment Advisers Inc 20
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 20
Malaga Cove Capital, LLC 20
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 20
Zwj Investment Counsel Inc 20
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 20
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 20
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 20
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 20
Botty Investors LLC 20
Williams Jones Wealth Management, LLC. 20
Symphony Financial, Ltd. Co. 20
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 20
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 20
AHL Partners LLP 20
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
RGT Wealth Advisors, LLC 19
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 19
Nations Financial Group Inc, /ia/ /adv 19
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 19
Oak Ridge Investments Llc 19
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 19
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 19
Fortitude Advisory Group L.L.C. 19
Kiley Juergens Wealth Management, Llc 19
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 19
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 19
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 19
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 19
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 19
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 19
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 19
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 19
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 19
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 19
Range Financial Group LLC 19
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 19
Santori & Peters, Inc. 19
Psagot Investment House Ltd. 19
Stux Capital Management, LLC 19
Berkshire Asset Management Llc/pa 19
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 19
Beaird Harris Wealth Management, LLC 19
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 19
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 19
Philadelphia Trust Co 19
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 19
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 19
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 19
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 19
Channing Capital Management, LLC 19
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 19
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 19
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 19
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 19
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 19
Monument Capital Management 19
Pointe Capital Management LLC 19
Manning & Napier Group, LLC 19
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 19
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 19
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 19
FUKOKU MUTUAL LIFE INSURANCE Co 19
Shaolin Capital Management LLC 19
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 19
Bridgeworth, LLC 19
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 19
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 19
Mesirow Financial Investment Management, Inc. 19
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 19
Wilmington Trust Investment Management, LLC 19
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 19
Delos Wealth Advisors, LLC 19
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 19
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 19
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 19
McAdam, LLC 19
Close Asset Management Ltd 19
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 19
Pax World Management Llc 19
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 19
Iberiabank Corp 19
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 19
PIMCO FUNDS - PIMCO Sector Fund Series - I 19
Sii Investments Inc/wi 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 19
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 19
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 19
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 19
Mhi Funds, Llc 19
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 19
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 19
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 19
Ballew Advisors, Inc 19
Edge Capital Group, LLC 19
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 19
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 19
Beaconlight Capital, Llc 19
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 19
VCBCX - VALIC Co I - Blue Chip Growth Fund 19
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 19
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 19
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 19
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 19
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 19
Napier Park Global Capital (US) LP 19
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 19
McAdams Wright Ragen, Inc. 19
Sageworth Trust Co of South Dakota 19
Seeyond 19
Legg Mason Investment Counsel & Trust Co., N.A. 19
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 19
Amtrust Financial Services, Inc. 19
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 19
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 19
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 19
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 19
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 19
Xtx Markets Llc 19
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 19
Alpha Omega Wealth Management LLC 19
Ghisallo Capital Management LLC 19
Forward Management, LLC 19
CT Financial Advisors LLC 19
AGF Investments America Inc. 19
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 19
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 19
Stratos Wealth Advisors, LLC 19
Oppenheimer Steelpath Panoramic Fund 19
SG Capital Management LLC 19
MU Investments Co., Ltd. 19
Jackson Hole Capital Partners, LLC 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 19
Texas Capital Bank Wealth Management Services Inc 19
PSI Advisors, LLC 19
First Command Financial Services, Inc. 19
General Electric Co 19
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 19
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 19
Stonehage Fleming (uk) Ltd 19
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 19
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 19
CBIZ Investment Advisory Services, LLC 19
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 19
Lasry Marc 19
First Command Bank 19
Adell Harriman & Carpenter Inc 19
Sentinel Group Funds Inc 19
Nemes Rush Group LLC 19
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 19
Principal Diversified Select Real Asset Fund 19
Cardinal Capital Management Llc /ct 19
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 19
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 19
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 19
Investment Management Corp of Ontario 19
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 19
PenderFund Capital Management Ltd. 19
Beach Investment Counsel Inc/pa 19
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 19
Wall Street Associates 19
Great Diamond Partners, LLC 19
RBB FUND, INC. - Aquarius International Fund 19
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 19
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 19
Integrated Advisors Network LLC 19
Polymer Capital Management (US) LLC 19
Steel Peak Wealth Management LLC 19
Evermay Wealth Management Llc 19
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 19
Girard Partners Ltd. 19
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 19
Mediolanum International Funds Ltd 19
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 19
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 19
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 19
Ironwood Financial, llc 19
Fdp Series, Inc. 19
Royce Micro-cap Trust, Inc /md/ 19
Pallas Capital Advisors LLC 19
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 19
Huber Capital Management LLC 19
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 19
Pacitti Group Inc. 19
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 19
Goldman Sachs Asset Management, L.p. 19
Golden State Equity Partners 19
Cubic Asset Management, LLC 19
WealthTrust Axiom LLC 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 19
Shikiar Asset Management Inc 19
Northeast Financial Consultants Inc 19
Simply Money Advisors 19
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 19
Guardian Capital Advisors Lp 19
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 19
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 19
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 19
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 19
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 19
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 19
Country Club Trust Company, n.a. 19
Fort Baker Capital Management LP 19
Kowal Investment Group, LLC 19
Cowa, Llc 19
Managed High Yield Plus Fund Inc 19
PHH Investments, Ltd. 19
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 19
Todd Asset Management Llc 19
Trust Co Of Toledo Na /oh/ 19
FDO Partners, LLC 19
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 19
Banque Transatlantique SA 18
Bruderman Asset Management, LLC 18
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 18
Morse Asset Management, Inc 18
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 18
Whitnell & Co. 18
SummerHaven Investment Management, LLC 18
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 18
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 18
Crestwood Advisors Group LLC 18
Ruffer LLP 18
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 18
Altfest L J & Co Inc 18
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 18
SOA Wealth Advisors, LLC. 18
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 18
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 18
Lion Point Capital, LP 18
Rossmore Private Capital 18
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 18
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 18
Grace Capital 18
Delta Investment Management, LLC 18
Hayman Capital Management, L.p. 18
Islay Capital Management, Llc 18
North Star Asset Management Inc 18
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 18
KAMES CAPITAL plc 18
B. Metzler seel. Sohn & Co. Holding AG 18
GFG Capital, LLC 18
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 18
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 18
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 18
New Age Alpha Advisors, LLC 18
Glendon Capital Management LP 18
New Generation Advisors, Llc 18
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 18
Aris Wealth Services, Inc. 18
Peregrine Asset Advisers, Inc. 18
Callan Family Office, LLC 18
Fortaleza Asset Management Inc/ 18
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 18
Ameriflex Group, Inc. 18
Kimmeridge Energy Management Company, LLC 18
Adams Asset Advisors, LLC 18
NMIEX - Northern Funds - Active M International Equity Fund 18
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 18
Dean Capital Management 18
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 18
Mbb Public Markets I Llc 18
K.J. Harrison & Partners Inc 18
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 18
BKD Wealth Advisors, LLC 18
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 18
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 18
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 18
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 18
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 18
Beese Fulmer Investment Management, Inc. 18
SPX Equities Gestao de Recursos Ltda 18
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 18
Radnor Capital Management, LLC 18
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 18
Adviser Investments LLC 18
Farringdon Capital, Ltd. 18
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 18
Thomasville National Bank 18
Godsey & Gibb Associates 18
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 18
Ascent Group, LLC 18
Carolina Wealth Advisors, LLC 18
Canton Hathaway, LLC 18
Kingfisher Capital LLC 18
Pier Capital, LLC 18
Duquesne Family Office LLC 18
American Funds Fundamental Investors 18
Oarsman Capital, Inc. 18
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 18
AQGNX - AQR Funds - AQR Global Equity Fund Class N 18
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 18
Lake Street Advisors Group, Llc 18
WUSAX - WANGER ADVISORS TRUST - Wanger USA 18
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 18
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 18
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 18
MidWestOne Financial Group, Inc. 18
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 18
Foundations Investment Advisors, LLC 18
Friess Associates Llc 18
Ohio National Investments, Inc. 18
Field & Main Bank 18
UMPIX - Profunds - Ultramid-cap Profund Investor Class 18
Strategic Global Advisors, LLC 18
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 18
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 18
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 18
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 18
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 18
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 18
Haverford Trust Co 18
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 18
Bank Julius Baer & Co. Ltd, Zurich 18
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 18
Acorn Wealth Advisors, LLC 18
Hilltop Park Associates LLC 18
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 18
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 18
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 18
Alpine Woods Capital Investors, Llc 18
Nelson Capital Management, LLC 18
Diameter Capital Partners LP 18
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 18
Lyon Street Capital, LLC 18
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 18
MDPIX - Profunds - Mid-cap Profund Investor Class 18
Willingdon Wealth Management 18
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 18
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 18
Triad Wealth Partners, LLC 18
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 18
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 18
Saiers Capital, LLC 18
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 18
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 18
Profunds - Profund Vp Ultramid-cap 18
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 18
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 18
Cognios Capital, LLC 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 18
Heritage Investors Management Corp 18
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 18
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 18
S&co Inc 18
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 18
Overland Advisors, LLC 18
Relative Value Fund 18
Frazier Financial Advisors, LLC 18
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 18
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 18
SWS Partners 18
Clearbridge, Llc 18
Silicon Valley Capital Partners 18
Cumberland Partners Ltd 18
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 18
Oppenheimer Capital Income Fund 18
SA FUNDS INVESTMENT TRUST - SA International Value Fund 18
Global Wealth Management Investment Advisory, Inc. 18
Laurel Wealth Advisors, Inc. 18
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 18
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 18
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 18
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 18
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 18
Strategic Blueprint, LLC 18
Hartwell J M Limited Partnership 18
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 18
Banyan Partners, LLC 18
Carnick & Kubik, LLC 18
Bpv Family Of Funds 18
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 18
NewEdge Wealth, LLC 18
FSA Wealth Management LLC 18
Distillate Capital Partners LLC 18
Claybrook Capital, LLC 18
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 18
Moloney Securities Asset Management, LLC 18
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 18
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 18
Personal Cfo Solutions, Llc 18
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 18
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 18
Polianta Ltd 18
MorganRosel Wealth Management, LLC 18
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 18
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 18
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 18
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 18
Westover Capital Advisors, LLC 18
Capital Impact Advisors, LLC 18
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 18
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 18
PRW Wealth Management LLC 18
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 18
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 18
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 18
Weaver Consulting Group 18
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 18
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 18
Congress Wealth Management LLC / DE / 18
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 18
Securian Funds Trust - SFT T. Rowe Price Value Fund 18
Reliance Trust Co Of Delaware 18
First National Trust Co 18
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 18
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 18
Hilton Capital Management, LLC 18
Executive Wealth Management, LLC 18
VBCVX - VALIC Co I - Systematic Value Fund 18
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 18
KLCM Advisors, Inc. 18
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 18
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 18
Alpine Partners USVI, LLC 18
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 18
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 18
Lisanti Capital Growth, LLC 18
TCG Advisory Services, LLC 18
Princeton Global Asset Management LLC 18
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 18
VMIDX - VALIC Co I - Mid Cap Index Fund 18
Northern Oak Wealth Management Inc 18
Gladius Capital Management LP 18
Teamwork Financial Advisors, LLC 18
McCarthy Asset Management, Inc. 18
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 18
Provenance Wealth Advisors, LLC 18
Carillon Tower Advisers, Inc. 18
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 18
Bienville Capital Management, LLC 18
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 18
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 18
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 18
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 18
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 18
Red Tortoise LLC 18
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 18
TrimTabs Asset Management, LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 18
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 18
Hoxton Financial, Inc. 18
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 18
Western Asset Management Company, LLC 18
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 18
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 18
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 18
WESPAC Advisors SoCal, LLC 18
Cidel Asset Management Inc 18
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 18
Israel Discount Bank of New York 18
STXK - EA Series Trust - Strive Small-Cap ETF 18
Blackrock Floating Rate Income Trust 18
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 18
Courage Capital Management Llc 18
YHB Investment Advisors, Inc. 18
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 18
Smith Group Asset Management, LLC 18
Cupps Capital Management, LLC 18
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 18
Voya Senior Income Fund 18
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 18
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 18
Kilter Group LLC 18
Clean Yield Group 17
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 17
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 17
Rivernorth Capital Management, Llc 17
Harris Associates L P 17
Tortoise Power & Energy Infrastructure Fund Inc 17
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 17
NorthRock Partners, LLC 17
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 17
Warberg Asset Management LLC 17
Bank Of The West 17
Clear Creek Financial Management, LLC 17
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 17
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 17
Migdal Insurance & Financial Holdings Ltd. 17
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 17
Clarius Group, LLC 17
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 17
Moran Wealth Management, LLC 17
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 17
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 17
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 17
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 17
Gruss & Co., LLC 17
PKO Investment Management Joint-Stock Co 17
DFT Energy LP 17
Bbr Partners, Llc 17
Requisite Capital Management, LLC 17
Mountain Capital Investment Advisors, Inc 17
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 17
MPS Loria Financial Planners, LLC 17
Dfa Investment Trust Co - The Dfa International Value Series 17
Delek Group, Ltd. 17
Alpha Windward Llc 17
Cheyne Capital Management (UK) LLP 17
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 17
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 17
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 17
Harwood Advisory Group, LLC 17
Tuscan Ridge Asset Management Llc 17
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 17
Voleon Capital Management Lp 17
IFG Advisory, LLC 17
Park Square Financial Group, LLC 17
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 17
Rainier Investment Management Mutual Funds 17
Howard Financial Services, Ltd. 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 17
B & T Capital Management DBA Alpha Capital Management 17
Paragon Associates & Paragon Associates Ii Joint Venture 17
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 17
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 17
Carnegie Capital Asset Management, LLC 17
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 17
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 17
Semmax Financial Advisors Inc. 17
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 17
Absolute Capital Management, LLC 17
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 17
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 17
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 17
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 17
Ovata Capital Management Ltd 17
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 17
Reinhart Partners, Inc. 17
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 17
Confluence Wealth Services, Inc. 17
Industrial Alliance Investment Management Inc. 17
Ogorek Anthony Joseph /ny/ /adv 17
Stonegate Investment Group, LLC 17
Essex Savings Bank 17
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 17
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 17
Dfpg Investments, Llc 17
Financial Engines Advisors L.L.C. 17
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 17
Spdr S&p Midcap 400 Etf Trust 17
Homrich & Berg 17
NOMIX - Northern Funds - Northern Mid Cap Index Fund 17
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 17
SummitTX Capital, L.P. 17
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 17
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 17
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 17
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 17
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 17
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 17
Resona Asset Management Co.,Ltd. 17
Intrua Financial, LLC 17
Redpoint Investment Management Pty Ltd 17
Unigestion Holding SA 17
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 17
AustralianSuper Pty Ltd 17
Rockbridge Investment Management, LCC 17
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 17
Greenline Partners, LLC 17
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 17
American National Insurance Co /tx/ 17
BP Capital Management L P 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 17
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 17
Silvant Capital Management LLC 17
Charter Trust Co 17
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 17
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 17
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 17
Castle Creek Arbitrage, LLC 17
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 17
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 17
Stratton Management Co 17
Wealth Alliance Advisory Group, LLC 17
Douglass Winthrop Advisors, LLC 17
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 17
Apex Capital, Llc 17
Groupama Asset Managment 17
Certified Advisory Corp 17
Seizert Capital Partners, Llc 17
Bremer Trust National Association 17
MLPIX - Profunds - Mid-cap Value Profund Investor Class 17
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 17
Quantessence Capital LLC 17
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 17
Duff & Phelps Investment Management Co 17
Eaton Vance Floating-rate 2022 Target Term Trust 17
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 17
Mission Wealth Management, Lp 17
Clear Perspective Advisors, LLC 17
Hara Capital LLC 17
Providence Capital Advisors, LLC 17
Nuveen High Income 2020 Target Term Fund 17
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 17
Osterweis Capital Management Inc 17
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 17
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 17
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 17
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 17
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 17
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 17
TEXN - iSHARES TRUST - iShares Texas Equity ETF 17
Ford Financial Group, LLC 17
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 17
Bridges Investment Management Inc 17
Smith, Moore & Co. 17
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 17
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 17
Sarofim Fayez 17
Family Firm, Inc. 17
Holistic Financial Partners 17
Profunds - Profund Vp Mid-cap Value 17
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 17
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 17
My Personal CFO, LLC 17
Astenbeck Capital Management LLC 17
Trilogy Capital Inc. 17
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 17
Trust Point Inc. 17
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 17
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 17
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 17
Farallon Capital Management Llc 17
Putnam Fund For Growth & Income 17
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 17
Blackrock Defined Opportunity Credit Trust 17
Bronson Point Management LLC 17
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 17
Cypress Capital Group 17
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 17
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 17
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 17
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 17
St Germain D J Co Inc 17
Northwestern Mutual Investment Services Llc 17
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 17
Sig Brokerage, Lp 17
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 17
Sumitomo Life Insurance Co 17
Sterne Agee Group, Inc. 17
JCIC Asset Management Inc. 17
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 17
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 17
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 17
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 17
Sandhill Capital Partners LLC 17
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 17
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 17
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 17
Quadrature Capital LLP 17
Cypress Funds Llc 17
NinePointTwo Capital 17
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 17
Turner Funds 17
Affinity Investment Advisors, Llc 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 17
iA Global Asset Management Inc. 17
Alliancebernstein Income Fund Inc 17
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 17
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 17
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 17
Aristotle Capital Management, LLC 17
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 17
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 17
Chicago Capital Management, LLC 17
Harvest Fund Advisors LLC 17
Elgethun Capital Management 17
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 17
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 17
Oaktree Funds 17
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 17
Himco Variable Insurance Trust 17
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 17
Kiker Wealth Management, LLC 17
Cookson Peirce & Co Inc 17
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 17
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 17
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 17
CI Global Investments Inc. 17
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 17
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 17
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 17
McGowan Group Asset Management, Inc. 17
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 17
APBAX - Cavanal Hill Funds - Active Core Fund Investor 17
Bocage Capital, LLC 17
Institute for Wealth Management, LLC. 17
Pillar Pacific Capital Management Llc 17
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 17
Charter Oak Capital Management, LLC 17
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 16
Connors Investor Services Inc 16
Peoples Financial Services Corp. 16
Mcdonald Partners Llc 16
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 16
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 16
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 16
CapWealth Advisors, LLC 16
G&S Capital LLC 16
First Command Advisory Services, Inc. 16
Private Bank & Trust Co 16
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 16
Deutsche Value Series, Inc 16
VCULX - VALIC Co I - Growth Fund 16
Credit Capital Investments LLC 16
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 16
Plato Investment Management Ltd 16
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 16
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 16
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 16
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 16
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 16
ELCO Management Co., LLC 16
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 16
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 16
City State Bank 16
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 16
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 16
Nbt Bank N A /ny 16
Klingman & Associates, LLC 16
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 16
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 16
York Capital Management Global Advisors, LLC 16
Thrivent Core Funds - Thrivent Core International Equity Fund 16
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 16
AlphaCentric Advisors LLC 16
Gratus Capital LLC 16
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 16
Goodman Financial Corp 16
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 16
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 16
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 16
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 16
Td Asset Management Usa Funds Inc. 16
West Branch Capital LLC 16
Adirondack Research & Management Inc. 16
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 16
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 16
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 16
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 16
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 16
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 16
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 16
Financial Synergies Wealth Advisors, Inc. 16
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 16
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 16
Alpha Cubed Investments, LLC 16
Garde Capital, Inc. 16
Exane Asset Management 16
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 16
Courier Capital Llc 16
CCMG - EA Series Trust - CCM Global Equity ETF 16
Central Pacific Bank - Trust Division 16
Spectrum Management Group, LLC 16
TD Capital Management LLC 16
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 16
Personal Capital Advisors Corp 16
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 16
Total Investment Management Inc 16
First National Bank Sioux Falls 16
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 16
Bivin & Associates, Inc. 16
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 16
Brown, Lisle/cummings, Inc. 16
ARGI Investment Services, LLC 16
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 16
Prevail Innovative Wealth Advisors, Llc 16
AIA Group Ltd 16
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 16
Kelly Financial Services LLC 16
Marietta Investment Partners Llc 16
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 16
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 16
WMS Partners, LLC 16
Advanced Series Trust - Ast International Growth Portfolio 16
Global Wealth Strategies & Associates 16
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 16
Loews Corp 16
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 16
Triasima Portfolio Management inc. 16
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 16
Df Dent & Co Inc 16
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 16
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 16
Tcg Advisors, Lp 16
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 16
Coastal Capital Group, Inc. 16
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 16
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 16
Credit Suisse High Yield Bond Fund 16
Saxon Interests, Inc. 16
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 16
DoubleLine Yield Opportunities Fund 16
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 16
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 16
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 16
Caldwell Securities, Inc 16
Portola Group Inc /ca 16
Credit Suisse Asset Management Income Fund Inc 16
Edmond De Rothschild Asset Management (france) 16
Synergy Financial Management, LLC 16
IAG Wealth Partners, LLC 16
Marathon Asset Management Lp 16
Centre Asset Management, LLC 16
EPG Wealth Management LLC 16
Copper Rock Capital Partners, LLC 16
Bellevue Asset Management, Llc 16
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 16
Goehring & Rozencwajg Associates, LLC 16
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 16
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 16
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 16
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 16
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 16
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 16
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 16
Sapience Investments, LLC 16
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 16
Islet Management, LP 16
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 16
V-Square Quantitative Management LLC 16
Pacific Capital Wealth Advisors, Inc 16
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 16
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 16
Global Assets Advisory, LLC 16
Amplius Wealth Advisors, LLC 16
Deseret Mutual Benefit Administrators 16
Privium Fund Management (UK) Ltd 16
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 16
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 16
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 16
Snow Capital Management Lp 16
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 16
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 16
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 16
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 16
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 16
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 16
Oppenheimer Limited-term Bond Fund 16
Reuter James Wealth Management, Llc 16
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 16
Portman Square Capital LLP 16
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 16
Broadview Advisors Llc 16
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 16
High Point Bank & Trust Co 16
Nalls Sherbakoff Group, Llc 16
ACK Asset Management LLC 16
Lebenthal Global Advisors, LLC 16
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 16
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 16
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 16
Manchester Financial Inc 16
Kkr Income Opportunities Fund 16
Clarfeld Financial Advisors, Llc 16
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 16
Three Peaks Capital Management, LLC 16
Your Advocates Ltd., LLP 16
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 16
Clearview Wealth Advisors LLC 16
Delphi Private Advisors LLC 16
Adams Diversified Equity Fund, Inc. 16
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 16
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 16
Lonestar Capital Management LLC 16
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 16
Mascagni Wealth Management, Inc. 16
Legato Capital Management LLC 16
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 16
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 16
Savitr Capital, LLC 16
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 16
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 16
Naples Global Advisors, Llc 16
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 16
Galaxy Capital Trading Ltd 16
Carret Asset Management, Llc 16
Marco Investment Management Llc 16
Cfs, Llc 16
Raging Capital Management, LLC 16
Financial Sense Advisors, Inc. 16
Everett Harris & Co /ca/ 16
REAP Financial Group, LLC 16
Dfa Investment Trust Co - The Emerging Markets Series 16
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 16
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 16
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 16
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 16
Credential Securities Inc. 16
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 16
Family Management Corp 16
Investment Counselors Of Maryland Llc 16
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 16
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 16
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 16
Coastline Trust Co 16
Edge Asset Management, Inc 16
Financial Perspectives, Inc 16
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 16
Punch & Associates Investment Management, Inc. 16
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 16
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 16
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 16
Founders Financial Alliance, LLC 16
Miller Value Partners, Llc 16
First Pacific Advisors, LP 16
New England Asset Management Inc 16
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 16
Ruggie Capital Group 16
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 16
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 16
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 16
Olistico Wealth, LLC 16
J.Safra Asset Management Corp 16
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 16
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 16
Corbenic Partners LLC 16
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 16
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 16
Menora Mivtachim Holdings Ltd. 16
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 16
Jarislowsky, Fraser Ltd 16
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 16
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 16
Profunds - Profund Vp Mid-cap Growth 16
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 16
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 16
Stansberry Asset Management, Llc 16
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 16
Sapient Capital Llc 16
QGMIX - AQR Funds - AQR Global Macro Fund Class I 16
Boyd Watterson Asset Management Llc/oh 16
Hallmark Capital Management Inc 16
Strengthening Families & Communities, LLC 16
Franklin Templeton International Trust 16
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 16
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 16
Contrarian Capital Management, L.l.c. 16
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 16
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 16
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 16
Icon Wealth Advisors, LLC 16
Parisi Gray Wealth Management 16
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 15
Infrastructure Capital Advisors, Llc 15
Kohmann Bosshard Financial Services, LLC 15
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 15
Doyle Wealth Management 15
Norway Savings Bank 15
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 15
Intrepid Capital Management Inc 15
Braun Stacey Associates Inc 15
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 15
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 15
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 15
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 15
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 15
Financial Enhancement Group LLC 15
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 15
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 15
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 15
HGC Investment Management Inc. 15
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 15
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 15
Headinvest, Llc 15
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 15
Wintrust Investments Llc 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 15
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 15
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 15
B. Riley Financial, Inc. 15
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 15
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 15
IFC Holdings Incorporated/FL 15
Halbert Hargrove Global Advisors, Llc 15
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 15
Desjardins Global Asset Management Inc. 15
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 15
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 15
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 15
Scissortail Wealth Management, LLC 15
Fractal Investments LLC 15
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 15
Voya Global Advantage & Premium Opportunity Fund 15
Voya Global Equity Dividend & Premium Opportunity Fund 15
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 15
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 15
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 15
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 15
Journey Strategic Wealth Llc 15
Boston Financial Mangement Llc 15
Amiya Capital LLP 15
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 15
Havens Advisors Llc 15
Binnacle Investments Inc 15
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 15
Sumit Capital, Llc 15
Zullo Investment Group, Inc. 15
FAINX - MSS Series Trust - Fallen Angels Income Fund 15
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 15
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 15
Source Capital Inc /de/ 15
Hawkins Capital L.P. 15
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 15
Gabelli Equity Trust Inc 15
Myriad Asset Management Ltd. 15
LVPIX - Profunds - Large-cap Value Profund Investor Class 15
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 15
Oppenheimer Integrity Funds 15
ULPIX - Profunds - Ultrabull Profund Investor Class 15
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 15
BLPIX - Profunds - Bull Profund Investor Class 15
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 15
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 15
Baldwin Investment Management, LLC 15
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 15
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 15
JS Capital Management LLC 15
Chesley Taft & Associates LLC 15
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 15
Cranbrook Wealth Management, LLC 15
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 15
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 15
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 15
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 15
Clear Investment Research, Llc 15
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 15
Hazlett, Burt & Watson, Inc. 15
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 15
Resurgent Financial Advisors LLC 15
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 15
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 15
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 15
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 15
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 15
BFIX - Build Funds Trust - Build Bond Innovation ETF 15
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 15
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 15
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 15
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 15
Zions Bancorporation, National Association /ut/ 15
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 15
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 15
Clarus Group, Inc. 15
Kim, Llc 15
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 15
Cortina Funds, Inc. 15
Gagnon Securities Llc 15
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 15
Kellner Capital, LLC 15
Sittner & Nelson, Llc 15
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 15
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 15
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 15
Canandaigua National Bank & Trust Co 15
Telemark Asset Management, LLC 15
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 15
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 15
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 15
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 15
Lincluden Management Ltd 15
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 15
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 15
Cavalier Investments, LLC 15
Allegheny Financial Group LTD 15
Vanguard Convertible Securities Fund 15
Eaton Vance Floating-rate Income Plus Fund 15
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 15
Steadfast Advisors Lp 15
Garda Capital Partners Lp 15
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 15
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 15
Black Swift Group, LLC 15
Mpwm Advisory Solutions, Llc 15
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 15
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 15
Oppenheimer Global Multi-asset Growth Fund 15
Strategic Investment Solutions, Inc. /IL 15
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 15
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 15
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 15
Ibex Investors LLC 15
Hellman Jordan Management Co Inc /ma/ 15
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 15
Meeder Advisory Services, Inc. 15
RiverPoint Capital Management, LLC 15
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 15
Boston Trust Walden Corp 15
McClarren Financial Advisors, Inc. 15
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 15
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 15
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 15
Osborn Rohs Williams & Donohoe Ltd 15
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 15
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 15
Murchinson Ltd. 15
Isi Strategy Fund Inc 15
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 15
VSSVX - VALIC Co I - Small Cap Special Values Fund 15
Riverstone Holdings Llc 15
VSTIX - VALIC Co I - Stock Index Fund 15
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 15
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 15
Aberdeen Global Select Opportunities Fund Inc. 15
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 15
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 15
Masters Capital Management Llc 15
SWAN Capital LLC 15
Sage Mountain Advisors LLC 15
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 15
Pine Valley Investments Ltd Liability Co 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
Palo Duro Investment Partners, Lp 15
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 15
Iron Horse Wealth Management, LLC 15
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 15
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 15
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 15
Miller/howard High Income Equity Fund 15
Tcw Alternative Funds 15
Paradigm Capital Management Inc/ny 15
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 15
Murphy Capital Management Inc 15
Cherry Tree Wealth Management, LLC 15
Impala Asset Management LLC 15
Eaton Vance High Income 2021 Target Term Trust 15
VIDI - ETF Series Solutions - Vident International Equity Fund 15
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 15
Tuttle Tactical Management LLC 15
Strategic Financial Concepts, LLC 15
Halpern Financial, Inc. 15
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 15
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 15
Community Financial Services Group, LLC 15
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 15
Counsel Portfolio Services Inc. 15
Dowling & Yahnke Llc 15
RWC Asset Management LLP 15
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 15
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 15
Jana Partners Llc 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 15
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 15
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 15
Custom Index Systems, Llc 15
Cetera Trust Company, N.A 15
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A 15
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 15
Gilliland Jeter Wealth Management LLC 15
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 15
Morgan Dempsey Capital Management Llc 15
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 15
Beryl Capital Management LLC 15
Premia Global Advisors, Llc 15
Cove Street Capital, LLC 15
Pingora Partners LLC 15
Red Door Wealth Management, LLC 15
Voisard Asset Management Group, Inc. 15
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 15
Abel Hall, LLC 15
United Asset Strategies, Inc. 15
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 15
Muzinich & Co., Inc. 15
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 15
Ceredex Value Advisors LLC 15
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 15
WFA of San Diego, LLC 15
Diversify Advisory Services, LLC 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 15
Boenning & Scattergood, Inc. 15
Nuveen High Income 2023 Target Term Fund 15
Third Avenue Management Llc 15
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 15
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 15
Doheny Asset Management /ca 15
Firestone Capital Management 15
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 15
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 15
Wealth Alliance 15
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 15
Personal Wealth Partners 15
Costello Asset Management, INC 15
ORG Wealth Partners, LLC 15
Park National Corp /oh/ 15
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 15
9258 Wealth Management, LLC 15
Dogwood Wealth Management LLC 15
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 15
BancorpSouth Inc 15
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 15
Banced Corp 15
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 15
Thb Asset Management 15
Knowledge Leaders Capital, LLC 15
Brandywine Oak Private Wealth Llc 15
Mid Atlantic Financial Management Inc/adv 15
Longbow Capital Partners, L.P. 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 15
MADDEN SECURITIES Corp 15
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 15
Franklin Street Advisors Inc /nc 15
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 15
RMR Wealth Builders 15
Engrave Wealth Partners LLC 15
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 15
Magnolia Capital Advisors Llc 15
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 15
Principal Street Partners, LLC 15
Prio Wealth Limited Partnership 15
FormulaFolio Investments, LLC 15
Tricadia Capital Management, LLC 15
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 15
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 15
Tower Bridge Advisors 15
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 15
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 15
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 15
Advisors Capital Management, LLC 15
Jafra Capital Management LP 15
Wealth Preservation Advisors, LLC 15
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 15
Almanack Investment Partners, LLC. 15
Northwest Wealth Management, Llc 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 14
Dearborn Partners Llc 14
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 14
Letko, Brosseau & Associates Inc 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 14
Western Asset Variable Rate Strategic Fund Inc. 14
VMAX - Lattice Strategies Trust - Hartford US Value ETF 14
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 14
Murphy Pohlad Asset Management LLC 14
Akanthos Capital Management Llc 14
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 14
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 14
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 14
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 14
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 14
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 14
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 14
Greylin Investment Mangement Inc 14
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 14
Solstein Capital, LLC 14
Stonebridge Capital Management Inc 14
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 14
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 14
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 14
Rock Creek Group, LP 14
American Trust 14
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 14
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 14
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 14
Welch Group, LLC 14
Colrain Capital Llc 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 14
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 14
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 14
Bryce Point Capital, LLC 14
Sphinx Trading, Lp 14
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 14
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 14
Athena Capital Advisors Llc 14
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 14
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 14
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 14
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 14
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 14
Alphasimplex Group, Llc 14
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 14
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 14
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 14
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 14
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 14
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 14
Global Financial Private Capital, LLC 14
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 14
VSM Wealth Advisory, LLC 14
Securian Funds Trust - SFT Index 500 Fund Class 1 14
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 14
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 14
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 14
Kwmg, Llc 14
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 14
Profunds - Profund Vp Ultrabull 14
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 14
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 14
Legacy Capital Wealth Partners, LLC 14
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 14
Tennessee Valley Asset Management Partners 14
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 14
Profunds - Profund Vp Bull 14
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 14
Taylor Hoffman Wealth Management 14
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 14
Founders Financial Securities Llc 14
Profunds - Profund Vp Large-cap Value 14
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 14
PENN SERIES FUNDS INC - Index 500 Fund 14
PENN SERIES FUNDS INC - Developed International Index Fund 14
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 14
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 14
Neville Rodie & Shaw Inc 14
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 14
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 14
Wealthstreet Investment Advisors, LLC 14
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 14
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 14
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 14
Leonard Capital Management, Inc 14
Curi Wealth Management, LLC 14
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 14
Tiaa, Fsb 14
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 14
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 14
Transform Wealth, LLC 14
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 14
Bremer Bank National Association 14
Wood Tarver Financial Group, LLC 14
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 14
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 14
Axiom International Investors Llc /de 14
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 14
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 14
Bolton Lp 14
Corvex Management LP 14
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 14
LOMMX - CGM TRUST - CGM Mutual Fund 14
American Independence Funds Trust 14
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 14
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 14
Lourd Capital, LLC 14
PACIFIC SELECT FUND - Equity Index Portfolio Class I 14
RPg Family Wealth Advisory, LLC 14
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 14
Argent Capital Management Llc 14
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 14
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 14
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 14
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 14
Parasol Investment Management, LLC 14
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 14
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 14
Eisler Capital (UK) Ltd. 14
OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF 14
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 14
Donald L. Hagan, LLC 14
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 14
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 14
NOSIX - Northern Funds - Northern Stock Index Fund 14
New Harbor Financial Group, LLC 14
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 14
First American Bank 14
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 14
Titleist Asset Management, Llc 14
Nuveen Fund Advisors, LLC 14
Winnow Wealth Llc 14
SSO - PROSHARES TRUST - ProShares Ultra S&P500 14
Satuit Capital Management Trust 14
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 14
Financial Advantage, Inc. 14
Mercer Capital Advisers, Inc. 14
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 14
Kimelman & Baird, LLC 14
Legg Mason Asset Management (Japan) Co., Ltd. 14
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 14
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 14
40 North Management LLC 14
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 14
Western Wealth Management, LLC 14
Guggenheim Equal Weight Enhanced Equity Income Fund 14
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 14
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 14
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 14
111 Capital 14
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 14
ARGA Investment Management, LP 14
LBA Wealth Management, LLC 14
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 14
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 14
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 14
Cullinan Associates Inc 14
Exchange Capital Management, Inc. 14
Miles Capital, Inc. 14
Scarborough Advisors, LLC 14
Miracle Mile Advisors, LLC 14
Parkworth Wealth Management, Inc. 14
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 14
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 14
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 14
Actinver Wealth Management, Inc. 14
Lowe Wealth Advisors, LLC 14
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 14
Argent Advisors, Inc. 14
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 14
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 14
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 14
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 14
Ostrum Asset Management 14
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 14
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 14
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 14
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 14
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 14
Nokota Management, LP 14
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 14
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 14
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 14
Guyasuta Investment Advisors Inc 14
Indiana Trust & Investment Management CO 14
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 14
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 14
Penobscot Investment Management Company, Inc. 14
Carmel Capital Partners, LLC 14
Perimeter Capital Partners, LLC 14
Mountain Lake Investment Management LLC 14
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 14
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 14
Elevation Series Trust - RiverNorth Patriot ETF 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 14
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 14
Rakuten Investment Management, Inc. 14
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 14
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 14
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 14
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 14
Capital Wealth Alliance, LLC 14
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 14
Private Advisory Group LLC 14
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 14
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 14
Hudson Valley Investment Advisors Inc /adv 14
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 14
LifePlan Financial Group, Inc 14
Orbis Allan Gray Ltd 14
Next Capital Management LLC 14
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 14
Northern Capital Management Llc 14
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 14
Net Worth Advisory Group 14
Catamount Wealth Management 14
Ardevora Asset Management LLP 14
Honeywell International Inc 14
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 14
HRS Investment Holdings, LLC 14
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 14
High Note Wealth, LLC 14
Summit Financial, LLC 14
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 14
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 14
Cider Mill Investments LP 14
Acima Private Wealth, Llc 14
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 14
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 14
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 14
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 14
Ellis Investment Partners, LLC 14
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 14
WESPAC Advisors, LLC 14
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 14
Dodge & Cox 14
Primecap Management Co/ca/ 14
New Wave Wealth Advisors Llc 14
Baillie Gifford & Co 14
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 14
Legacy Bridge, LLC 14
Hanlon Investment Management, Inc. 14
Future Financial Wealth Managment LLC 14
Anfield Capital Management, LLC 14
Bfsg, Llc 14
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 14
SPC Financial, Inc. 14
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 14
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 14
Ilmarinen Mutual Pension Insurance Co 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 14
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 14
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 14
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 14
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 14
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 14
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 14
ECML - EA Series Trust - Euclidean Fundamental Value ETF 14
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 14
Exos TFP Holdings LLC 14
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 14
Spdr S&p 500 Etf Trust 14
Sandia Investment Management LP 14
Aveo Capital Partners, LLC 14
Eubel Brady & Suttman Asset Management Inc 14
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 14
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 14
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 14
Indices-Pac Research Corp. 14
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 14
Tectonic Advisors Llc 14
Gallo Partners, LP 14
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 14
STXM - EA Series Trust - Strive Mid-Cap ETF 14
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 14
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 14
New Jersey Better Educational Savings Trust 14
Syverson Strege & Co 14
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 14
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 14
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 14
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 14
Leelyn Smith, LLC 14
Gen-Wealth Partners Inc 14
Breton Hill Capital Ltd. 14
Aj Wealth Strategies, Llc 14
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 14
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 14
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
Ulland Investment Advisors, LLC 14
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 14
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 14
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 14
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 14
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 14
Benchmark Investment Advisors LLC 14
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 14
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 14
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 14
Insigneo Advisory Services, Llc 14
Sanders Capital, LLC 14
Kozak & Associates, Inc. 14
Capital A Wealth Management, LLC 14
Doliver Advisors, Lp 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 14
Deroy & Devereaux Private Investment Counsel Inc 14
Jackson Square Capital, Llc 14
Oceanic Investment Management LTD 14
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 14
Sentinel Variable Products Trust 14
Strategy Asset Managers Llc 14
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 14
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 14
Coastal Bridge Advisors, LLC 14
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 14
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 14
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 14
Condire Management, LP 14
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 14
Ativo Capital Management LLC 14
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 14
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 14
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 14
Pathway Financial Advisors LLC 14
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 14
Camelot Portfolios, LLC 14
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 14
Timber Creek Capital Management LLC 14
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 14
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 14
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 14
AXS Investments LLC 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 14
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 14
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 14
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 14
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 14
Fort Point Capital Partners LLC 14
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 14
Whitener Capital Management, Inc. 14
Richardson Financial Services Inc. 14
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 14
Hermes Investment Management Ltd 14
Covenant Multifamily Offices, LLC 14
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 14
Capital World Growth & Income Fund 14
Appaloosa Lp 14
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 14
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 14
Simmons First Trust Co Na 13
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 13
Nbw Capital Llc 13
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 13
Capital International Ltd /ca/ 13
Warther Private Wealth, LLC 13
Drive Wealth Management, Llc 13
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 13
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 13
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 13
RVRB - ADVISORS SERIES TRUST - Reverb ETF 13
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 13
Meridian Investment Counsel Inc. 13
Romano Brothers And Company 13
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 13
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 13
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 13
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 13
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 13
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 13
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 13
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 13
Decatur Capital Management, Inc. 13
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 13
Marathon Capital Management 13
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 13
Pergamon Offshore Advisors, L.P. 13
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 13
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 13
First Washington CORP 13
Davis Selected Advisers 13
Investors Asset Management Of Georgia Inc /ga/ /adv 13
ENDW - EA Series Trust - Cambria Endowment Style ETF 13
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 13
MRGR - PROSHARES TRUST - ProShares Merger ETF 13
Standard Family Office LLC 13
Reynolds Capital Management Llc 13
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 13
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 13
Smith, Salley & Associates 13
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 13
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 13
BTC Capital Management, Inc. 13
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 13
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 13
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 13
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 13
Tide Point Capital Management, Lp 13
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 13
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
Stelliam Investment Management, Lp 13
Chiron Capital Management, Llc 13
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 13
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 13
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 13
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 13
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 13
McKinley Carter Wealth Services, Inc. 13
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 13
Owl Creek Asset Management, L.P. 13
Pimco Dynamic Income Fund 13
Ramirez Asset Management, Inc. 13
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 13
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 13
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 13
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 13
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 13
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 13
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 13
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 13
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 13
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 13
Jamison Private Wealth Management, Inc. 13
Icm Asset Management Inc/wa 13
Hoey Investments, Inc 13
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 13
New Amsterdam Partners Llc/ny 13
Hgk Asset Management Inc 13
Wcm Investment Management, Llc 13
PCJ Investment Counsel Ltd. 13
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 13
AlphaOne Investment Services, LLC 13
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 13
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 13
Piershale Financial Group, Inc. 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 13
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 13
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 13
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 13
Whetstone Capital Advisors, LLC 13
Brookfield Public Securities Group LLC 13
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 13
Profunds - Profund Vp Large-cap Growth 13
Atalanta Sosnoff Capital, Llc 13
Lombardia Capital Partners Llc 13
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 13
Gabelli Utility Trust 13
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 13
Ashfield Capital Partners, LLC 13
BancorpSouth Bank 13
Core Alternative Capital 13
Stevens First Principles Investment Advisors 13
Eaton Vance Tax-managed Buy-write Opportunities Fund 13
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
Glenorchy Capital Ltd 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 13
Mitchell Mcleod Pugh & Williams Inc 13
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 13
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 13
Semanteon Capital Management, LP 13
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 13
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 13
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 13
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 13
6 Meridian 13
Live Your Vision, LLC 13
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 13
Violich Capital Management, Inc. 13
Cahill Financial Advisors Inc 13
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 13
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 13
Mid Continent Capital Llc/il 13
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 13
Pfs Investments Inc. 13
ARS Investment Partners, LLC 13
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 13
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 13
Advanced Series Trust - Ast Mid-cap Growth Portfolio 13
Game Creek Capital, LP 13
Degroof Petercam Asset Management 13
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 13
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 13
Schnieders Capital Management Llc 13
Hobbs Group Advisors, LLC 13
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 13
Deimos Asset Management LLC 13
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 13
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 13
Connectus Wealth, LLC 13
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 13
W.G. Shaheen & Associates DBA Whitney & Co 13
GQG Partners LLC 13
Greenwich Wealth Management LLC 13
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 13
Tyrus Capital S.A.M. 13
Factorial Partners, Llc 13
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 13
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 13
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 13
Nyl Investors Llc 13
Reliant Investment Management, LLC 13
Concorde Financial Corp 13
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 13
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 13
Howard Capital Management Inc. 13
Trust Investment Advisors 13
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 13
Lansdowne Partners (uk) Llp 13
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 13
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 13
Putnam Investors Fund 13
FS Global Credit Opportunities Fund 13
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 13
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 13
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 13
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 13
Jacobus Wealth Management, Inc. 13
NS Partners Ltd 13
Pflug Koory, LLC 13
Atlas Private Wealth Advisors 13
Southeastern Asset Management Inc/tn/ 13
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 13
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 13
Callan Capital, LLC 13
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 13
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 13
Boston Family Office Llc 13
Invesco Bldrs Index Funds Trust 13
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 13
Resources Management Corp /ct/ /adv 13
Context Capital Management, LLC 13
TradeLink Capital LLC 13
J. Safra Sarasin Holding AG 13
Stokes Family Office, LLC 13
Nova Wealth Management, Inc. 13
Gyroscope Capital Management Group, Llc 13
Rice Hall James & Associates, Llc 13
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 13
Cordatus Wealth Management LLC 13
Strategic Wealth Advisors Group, LLC 13
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 13
Kb Financial Partners, Llc 13
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 13
Radcliffe Capital Management, L.P. 13
BlackRock ETF Trust II - BlackRock High Yield ETF 13
Okabena Investment Services Inc 13
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 13
Edmond De Rothschild (suisse) S.a. 13
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 13
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 13
Loeb Offshore Management LP 13
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 13
Kathmere Capital Management, LLC 13
Mizuho Securities Co. Ltd. 13
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 13
Sepio Capital, LP 13
Ameliora Wealth Management Ltd. 13
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 13
Recurrent Investment Advisors LLC 13
Gerstein Fisher 13
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 13
Pensionfund DSM Netherlands 13
Cyrus Capital Partners, L.p. 13
Retirement Planning Co of New England, Inc. 13
Valley National Bancorp 13
PFG Advisors 13
Grandfield & Dodd, Llc 13
Fore Research & Management, LP 13
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 13
Rokos Capital Management LLP 13
Daiwa SB Investments Ltd. 13
Hohimer Wealth Management, Llc 13
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 13
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 13
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 13
Montrusco Bolton Investments Inc. 13
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 13
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 13
Dakota Wealth Management 13
CrestPoint Capital Management, LLC 13
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 13
Transcend Wealth Collective, Llc 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 13
Hood River Capital Management LLC 13
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 13
EULAV Asset Management 13
Alphagen Securities Llc 13
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 13
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 13
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 13
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 13
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 13
Seven Bridges Advisors LLC 13
Beck Bode, LLC 13
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 13
Bristol John W & Co Inc /ny/ 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
Jackson, Grant Investment Advisers, Inc. 13
VVMCX - VALIC Co I - Mid Cap Value Fund 13
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 13
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 13
Alerus Financial Na 13
Cascade Investment Advisors, Inc. 13
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 13
Formula Growth Ltd 13
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 13
Israel Discount Bank Of New York /gfn 13
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 13
Bbva Usa 13
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 13
Rossby Financial, LCC 13
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 13
Atherton Lane Advisers, Llc 13
Elkhorn Investments, LLC 13
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 13
Hatteras Alternative Mutual Funds, LLC 13
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 13
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 13
ZIG - ETF Series Solutions - The Acquirers Fund 13
Shamrock Asset Management LLC 13
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 13
Orrstown Financial Services Inc 13
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 13
Intercontinental Wealth Advisors, LLC 13
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 13
III Capital Management 13
Deerfield Management Company, L.p. (series C) 13
PharVision Advisers, LLC 13
San Luis Wealth Advisors LLC 13
Cobiz Investment Management, Llc 13
Marex Group plc 13
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 13
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 13
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 13
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 13
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 13
Gruber & Mcbaine Capital Management Llc 13
CBOE Vest Financial, LLC 13
Caz Investments Lp 13
TriaGen Wealth Management LLC 13
Pioneer Floating Rate Trust 13
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 13
Stuart Chaussee & Associates, Inc. 13
Avenue Mutual Funds Trust 13
Catawba Capital Management /va 13
Zions Trust, National Association 13
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 13
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 13
Lakeview Capital Partners, LLC 13
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 13
Point View Wealth Management, Inc. 13
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 13
CG Asset Management LLC 13
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 13
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 13
Lynwood Capital Management Inc. 13
Global Opportunities Portfolio - Global Opportunities Portfolio 13
Applied Finance Capital Management, LLC 13
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 13
Pt Asset Management, Llc 13
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 13
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 13
Patton Fund Management, Inc. 12
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 12
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 12
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 12
Becker Capital Management Inc 12
Schooner Investment Group, LLC. 12
De Lisle Partners LLP 12
Risk Paradigm Group, LLC 12
Palouse Capital Management, Inc. 12
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 12
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 12
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 12
CoreFirst Bank & Trust 12
Amitell Capital Pte Ltd 12
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 12
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 12
Mengis Capital Management, Inc. 12
LifePro Asset Management 12
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 12
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 12
Thomas J. Herzfeld Advisors, Inc. 12
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 12
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 12
Koss-Olinger Consulting, LLC 12
NOLCX - Northern Funds - Northern Large Cap Core Fund 12
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 12
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 12
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 12
Glenview Trust Co 12
ICONIQ Capital, LLC 12
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 12
Horizons Etf Trust I 12
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 12
Nkcfo Llc 12
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 12
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 12
Human Investing LLC 12
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 12
Crestmont Private Wealth LLC 12
Main Street Research LLC 12
Oakwood Capital Management Llc/ca 12
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 12
Cvi Holdings, Llc 12
Fwl Investment Management, Llc 12
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 12
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 12
Gabelli Equity Series Funds Inc 12
Sagespring Wealth Partners, Llc 12
Crescent Capital Consulting, LLC 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 12
WCG Management, L.P. 12
EVNT - AltShares Trust - AltShares Event-Driven ETF 12
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 12
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 12
Pomelo Capital LLC 12
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 12
Tradewinds Global Investors, LLC 12
Hall Laurie J Trustee 12
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 12
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 12
Harvest Portfolios Group Inc. 12
Inverness Counsel Llc /ny/ 12
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 12
Lloyd Advisory Services, LLC. 12
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 12
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 12
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 12
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 12
Fortis Group Advisors, LLC 12
Papp L Roy & Associates 12
Price Capital Management, Inc. 12
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 12
Boussard & Gavaudan Investment Management LLP 12
Adams Hall Wealth Advisors, LLC 12
NEOS Investment Management LLC 12
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 12
Martin Currie Ltd 12
Coatue Management Llc 12
Aft, Forsyth & Sober, LLC 12
Integrated Wealth Counsel, Llc 12
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 12
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 12
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 12
Ally Financial Inc. 12
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 12
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 12
Friedenthal Financial 12
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 12
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 12
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 12
Sterneck Capital Management, LLC 12
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 12
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 12
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 12
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 12
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 12
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 12
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 12
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 12
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
Johnson Midwest Financial, LLC 12
Maplelane Capital, Llc 12
Flaharty Asset Management, LLC 12
Iron Financial, LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 12
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 12
Annapolis Financial Services, LLC 12
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 12
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 12
Mattson Financial Services, LLC 12
L2 Asset Management, LLC 12
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 12
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 12
Rivernorth Opportunities Fund, Inc. 12
CGMFX - CGM TRUST - CGM Focus Fund 12
Amplify ETF Trust - Amplify AI Powered Equity ETF 12
Estate Counselors, LLC 12
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 12
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 12
Par Capital Management Inc 12
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 12
American Independence Financial Services LLC 12
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 12
Mainstay Capital Management Llc /adv 12
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 12
Cedar Brook Financial Partners, LLC 12
Polaris Wealth Advisory Group, LLC 12
Wilkinson Ogrady & Co Inc /ny 12
Premier Asset Management Llc 12
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 12
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 12
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 12
Hirzel Capital Management LLC 12
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 12
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 12
Allianz Se 12
Aureus Asset Management, LLC 12
Offit Capital Advisors Llc 12
High Net Worth Advisory Group LLC 12
Pimco Flexible Credit Income Fund 12
Brick & Kyle, Associates 12
WestEnd Advisors, LLC 12
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 12
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 12
Reston Wealth Management Llc 12
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 12
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 12
Uhlmann Price Securities, Llc 12
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 12
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 12
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 12
GM Advisory Group, Inc. 12
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 12
Manteio Capital LLC 12
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 12
Waters Parkerson & Co., Llc 12
Granite Investment Advisors, LLC 12
Lebenthal Holdings,LLC 12
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 12
Investment Advisory Services Inc /tx /adv 12
ZPR Investment Management 12
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 12
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 12
Robertson Stephens Wealth Management, LLC 12
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 12
Old Mission Capital, Llc 12
Elk Creek Partners, LLC 12
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 12
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 12
Lloyd Harbor Capital Management, LLC 12
Wahed Invest LLC 12
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 12
Goldman Sachs Mlp & Energy Renaissance Fund 12
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
1st Source Bank 12
Gerry Farber, LLC 12
Beacon Financial Group 12
Genesis Wealth Advisors, LLC 12
Vanguard Morgan Growth Fund 12
Holowesko Partners Ltd. 12
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 12
America First Investment Advisors, LLC 12
Verde Servicos Internacionais S.A. 12
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 12
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 12
Rothschild Capital Partners, LLC 12
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 12
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 12
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 12
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 12
PIMCO FUNDS - PIMCO Short Asset Portfolio 12
Poehling Capital Management, LLC 12
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 12
Mairs & Power Inc 12
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 12
Friedberg Investment Management 12
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 12
Goelzer Investment Management, Inc. 12
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 12
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 12
Lynx Investment Advisory 12
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 12
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 12
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 12
Stonebridge Financial Group, LLC 12
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 12
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 12
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 12
Gw Henssler & Associates Ltd 12
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 12
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 12
Usa Mutuals Advisors, Inc. 12
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 12
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 12
Nfj Investment Group, Llc 12
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 12
Robotti Robert 12
Skaana Management L.P. 12
Vermillion Wealth Management, Inc. 12
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 12
Cypress Point Wealth Management, LLC 12
Transcendent Capital Group LLC 12
Pacific Heights Asset Management Llc 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
Blackhawk Capital Partners LLC. 12
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 12
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 12
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 12
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 12
Tejara Capital Ltd 12
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 12
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 12
General American Investors Co Inc 12
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 12
Kepos Capital LP 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 12
Capital Advisory Group Advisory Services, LLC 12
Missouri Trust & Investment Co 12
Vinva Investment Management Ltd 12
Buffington Mohr McNeal 12
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 12
Shilanski & Associates, Inc. 12
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 12
Nuveen Global Income Opportunities Fund 12
AJOVista, LLC 12
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 12
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 12
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 12
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 12
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 12
NOIEX - Northern Funds - Northern Income Equity Fund 12
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 12
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 12
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 12
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 12
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 12
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 12
Liontrust Investment Partners LLP 12
Fielder Capital Group LLC 12
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 12
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 12
Atlantic Edge Private Wealth Management, LLC 12
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 12
Emory University 12
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 12
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 12
Canyon Capital Advisors Llc 12
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 12
Crawford Investment Counsel Inc 12
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 12
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 12
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 12
Barrett & Company, Inc. 12
Wildermuth Endowment Strategy Fund 12
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 12
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 12
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 12
Freedman Financial Associates, Inc. 12
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 12
Meteora Capital, LLC 12
GlobalBridge, Inc. 12
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 12
Southpaw Asset Management LP 12
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 12
Pacific Alternative Asset Management Company, Llc 12
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 12
LGPIX - Profunds - Large-cap Growth Profund Investor Class 12
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 12
Kiwi Wealth Investments Limited Partnership 12
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 12
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 12
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 12
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 12
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 12
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 12
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 12
Lingohr & Partner Asset Management GmbH 12
Horrell Capital Management, Inc. 12
Montecito Bank & Trust 12
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 12
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 12
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 12
Raab & Moskowitz Asset Management LLC 12
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 12
Eaton Vance Tax Advantaged Global Dividend Income Fund 12
SFY - Tidal ETF Trust - SoFi Select 500 ETF 12
Sante Capital Fund, LP 12
State Farm Mutual Automobile Insurance Co 12
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 12
PFG Private Wealth Management, LLC 12
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 12
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 12
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 12
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 12
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 12
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 12
AlphaStar Capital Management, LLC 12
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 12
Comerica Securities Inc 12
Citizens National Bank Trust Department 12
Century Capital Management, LLC 12
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 12
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 12
Pacific Global Investment Management Co 12
Herold Advisors, Inc. 12
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 12
Carlyle Group Inc. 12
Operose Advisors LLC 12
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 12
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 12
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 12
Chickasaw Capital Management Llc 12
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 12
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 12
NexPoint Credit Strategies Fund 12
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 12
Antara Capital LP 12
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 12
Portside Wealth Group, LLC 12
IronBridge Capital Management LP 12
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 12
Harding Loevner Lp 11
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 11
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 11
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 11
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 11
Hillcrest Asset Management LLC 11
Farmers & Merchants Trust Co of Chambersburg PA 11
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 11
Silverleafe Capital Partners, LLC 11
Capital CS Group, LLC 11
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 11
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 11
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 11
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 11
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 11
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 11
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 11
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 11
Old Point Trust & Financial Services N A 11
DIV - Global X Funds - Global X SuperDividend U.S. ETF 11
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 11
Ntv Asset Management Llc 11
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 11
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 11
Signature Resources Capital Management, LLC 11
Beacon Trust Co 11
FS Series Trust - FS Market Neutral Fund Class I 11
Northwest Financial Advisors 11
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 11
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 11
Alethea Capital Management, Llc 11
Principled Equity Market Fund 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 11
Ironwood Investment Counsel, LLC 11
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 11
GRZZ - Listed Funds Trust - Grizzle Growth ETF 11
Dalton Investments LLC 11
Rodgers Brothers Inc. 11
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 11
1620 Investment Advisors, Inc. 11
McMahon Financial Advisors, LLC 11
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 11
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 11
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 11
BRAMX - Blackrock Allocation Target Shares - Bats Series M 11
Board of Trustees of The Leland Stanford Junior University 11
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 11
Grey Street Capital, LLC 11
Ray Gerald L & Associates Ltd 11
Values First Advisors, Inc. 11
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 11
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 11
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 11
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 11
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 11
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 11
Main Street Group, LTD 11
S. Muoio & Co. Llc 11
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 11
FJ Investments, LLC 11
Horan Capital Advisors, LLC. 11
Haber Trilix Advisors, Lp 11
Precision Wealth Strategies, LLC 11
Penseco Financial Services Corp 11
Harfst & Associates, Inc. 11
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 11
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 11
Cqs (us), Llc 11
25 Llc 11
Strategic Capital Group LLC 11
First Heartland Consultants, Inc. 11
Fca Corp /tx 11
Icc Capital Management Inc/ 11
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 11
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 11
Waterloo Capital, L.P. 11
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 11
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 11
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 11
Bnc Wealth Management, Llc 11
Main Street Financial Solutions, LLC 11
Winchester Group Inc. 11
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 11
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 11
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 11
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 11
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 11
ProVise Management Group, LLC 11
WHV Investments, Inc. 11
Capitolis Advisors LLC 11
Opus Capital Group, LLC 11
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 11
Bornite Capital Management LP 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 11
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 11
Pimco Income Opportunity Fund 11
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 11
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 11
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 11
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 11
Parkside Investments, LLC 11
Appleton Partners Inc/ma 11
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 11
Crescent Grove Advisors, LLC 11
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 11
Kerrisdale Advisers, LLC 11
Baupost Group Llc/ma 11
Aspiriant, Llc 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 11
Wbh Advisory Inc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 11
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 11
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 11
Hunter Associates Investment Management Llc 11
Cantab Capital Partners LLP 11
Acuity Investment Management Inc 11
Ironwood Investment Management Llc 11
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 11
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 11
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 11
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 11
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 11
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 11
Schwerin Boyle Capital Management Inc 11
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 11
Round Table Investment Management Company, Lp 11
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 11
Small Cap Value Fund, Inc. 11
Tacita Capital Inc 11
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 11
Pzena Investment Management Llc 11
Pimco High Income Fund 11
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 11
O'Dell Group, LLC 11
M&G Plc 11
Chartwell Investment Partners/pa 11
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 11
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 11
American National Registered Investment Advisor, Inc. 11
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 11
South Street Advisors LLC 11
STRV - EA Series Trust - Strive 500 ETF 11
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 11
King Street Capital Management, L.p. 11
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 11
Pimco Corporate & Income Opportunity Fund 11
Cozad Asset Management Inc 11
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 11
South Georgia Capital, Llc 11
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 11
Supplemental Annuity Collective Trust of NJ 11
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 11
Pathway Financial Advisers, LLC 11
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 11
E Fund Management Co., Ltd. 11
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 11
CarVal Investors, LP 11
Mitchell Capital Management Co 11
Hiddenite Capital Partners LP 11
Team Hewins, LLC 11
CSM Advisors, LLC 11
Bangor Savings Bank 11
McGlone Suttner Wealth Management, Inc. 11
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 11
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 11
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 11
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 11
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 11
CTC Capital Management, LLC 11
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 11
Blue Ridge Capital, L.L.C. 11
Czech National Bank 11
Henry James International Management Inc. 11
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 11
New Millennium Group LLC 11
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 11
Mason Hill Advisors Llc 11
Kalmar Investments Inc /de/ 11
Jet Capital Investors L P 11
Rowland Carmichael Advisors Inc /adv 11
Greenwood Gearhart Inc 11
Stone Toro Investment Advisers, LP 11
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 11
Wittenberg Investment Management, Inc. 11
Camden Capital, LLC 11
Teachers Insurance & Annuity Association Of America 11
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 11
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 11
Dunvegan Associates, Inc. 11
Aperture Investors, LLC 11
Mondrian Investment Partners LTD 11
Marble Harbor Investment Counsel, LLC 11
Cutler Capital Management, LLC 11
Aviso Financial Inc. 11
Busey Wealth Management 11
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 11
True North Advisors, LLC 11
Piper Sandler & Co. 11
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 11
Graves-Light Private Wealth Management, Inc. 11
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 11
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 11
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 11
First National Bank of Hutchinson 11
Hayden Royal, Llc 11
Re Advisers Corp 11
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 11
Sierra Capital LLC 11
Bryn Mawr Capital Management Inc 11
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 11
Optimal Asset Management, Inc. 11
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 11
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 11
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 11
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 11
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 11
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 11
Eisler Capital Management Ltd. 11
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 11
Mason Capital Management Llc 11
Woodley Farra Manion Portfolio Management Inc 11
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 11
Madison Asset Management, LLC 11
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 11
Sonora Investment Management Group, LLC 11
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 11
Kassirer Asset Management Corp 11
Retirement Wealth Solutions LLC 11
Q Global Advisors, LLC 11
Roundview Capital LLC 11
Pinnbrook Capital Management Lp 11
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 11
Strategic Investment Advisors / MI 11
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 11
Palo Capital, Inc. 11
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 11
City Financial Investment Co Ltd 11
Mathes Company, Inc. 11
Lion Street Advisors, LLC 11
SageView Advisory Group, LLC 11
Farmer Steven Patrick 11
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 11
Paradigm Financial Partners, Llc 11
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 11
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 11
Oppenheimer Discovery Mid Cap Growth Fund 11
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 11
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 11
Privium Fund Management B.V. 11
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 11
Siemens Fonds Invest GmbH 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 11
NorthCrest Asset Manangement, LLC 11
Argent Trust Co 11
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 11
SLIM - Janus Detroit Street Trust - The Obesity ETF 11
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 11
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 11
N.E.W. Advisory Services LLC 11
Mechanics Bank Trust Department 11
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 11
Killen Group Inc 11
Wafra Inc. 11
American Trust Investment Advisors, LLC 11
Princeton Capital Management Llc 11
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 11
Fiduciary Planning LLC 11
Little House Capital Llc 11
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 11
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 11
Nicholas Company, Inc. 11
Patton Albertson Miller Group, Llc 11
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 11
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 11
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 11
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 11
Community Bank System, Inc. 11
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 11
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 11
Valentine Capital Asset Management, Inc. 11
Stamos Capital Partners, L.p. 11
Concorde Asset Management, LLC 11
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 11
Halcyon Offshore Asset Management Llc 11
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 11
Soviero Asset Management, LP 11
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 11
Nippon Life Insurance Co 11
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 11
Annex Advisory Services, LLC 11
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 11
Campbell Wealth Management 11
Kettle Hill Capital Management, Llc 11
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 11
Trifecta Capital Advisors, LLC 11
Great Lakes Retirement, Inc. 11
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 11
Fma Advisory Inc 11
Cannon Global Investment Management, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 11
Southeast Asset Advisors Inc. 11
PAX Financial Group, LLC 11
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 11
Outlook Wealth Advisors, LLC 11
Riposte Capital Llc 11
Miller Wealth Advisors, Llc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 11
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 11
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 11
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 11
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 11
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 11
Multisector Income Portfolio 11
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 11
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 11
Generali Investments CEE, investicni spolecnost, a.s. 11
Locust Wood Capital Advisers, LLC 11
Signator Financial Services, Inc. 11
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 11
King Investment Advisors Inc/tx 11
Hyman Charles D 11
Midas Management Corp 11
OnyxPoint Global Management LP 11
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 11
SMITH HAYES Advisers, Inc 11
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 11
Balboa Wealth Partners 11
Princeton Portfolio Strategies Group LLC 11
Aequim Alternative Investments LP 11
St. Johns Investment Management Company, LLC 11
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 11
Peachtree Investment Advisors, Inc. 11
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 11
Horizon Investment Services, LLC 11
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 11
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 11
CenturyLink Investment Management Co 11
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 11
Sawyer & Company, Inc 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 11
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 11
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 11
Rpo Llc 11
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 11
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 11
Douglas Lane & Associates, LLC 11
Kingstone Capital Partners Texas, LLC 11
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 11
Patten & Patten Inc/tn 11
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 11
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 11
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 11
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 11
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 11
Security National Bank 11
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 11
Yellowstone Partners, LLC 11
BLB&B Advisors, LLC 11
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 11
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
Fourth Dimension Wealth, LLC 11
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 11
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 11
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 11
Messner & Smith Theme Value Investment Management Ltd /ca/ 11
Lake Street Financial Llc 11
Glaxis Capital Management, LLC 11
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 11
Rubric Capital Management, LLC 11
Oakview Capital Management, L.p. 11
Dixon Mitchell Investment Counsel Inc. 11
Davidson & Garrard Inc 11
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 11
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 11
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 11
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 11
Eaton Vance Short Duration Diversified Income Fund 11
KKR Credit Opportunities Portfolio 11
TrueMark Investments, LLC 11
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 11
Pcm Fund, Inc. 11
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 11
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 11
Ruane, Cunniff & Goldfarb Inc 11
Acorn Advisory Capital L.p. 11
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 11
Augustine Asset Management Inc 11
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 11
BKM Wealth Management, LLC 11
Amida Capital Management II, LLC 11
Cannell Capital Llc 11
Holloway Wealth Management, LLC 11
Stelac Advisory Services LLC 11
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 11
Legacy Wealth Asset Management, LLC 11
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 11
Empirical Asset Management, LLC 11
DORCHESTER WEALTH MANAGEMENT Co 11
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 11
Systematic Alpha Investments, LLC 11
Joseph P. Lucia & Associates, LLC 11
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 11
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 11
Travelers Companies, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 11
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 11
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 11
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 11
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 11
Central Square Management LLC 11
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 11
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 11
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 11
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 10
Bulldog Investors, LLP 10
MMCAP International Inc. SPC 10
Fairfax Financial Holdings Ltd/ Can 10
LionEye Capital Management LLC 10
Dow Chemical Co /de/ 10
PFM Health Sciences, LP 10
Eton Park Capital Management, L.P. 10
New World Fund Inc 10
Buckingham Capital Management Inc 10
Champlain Investment Partners, LLC 10
Eagle Boston Investment Management Inc 10
Hourglass Capital, Llc 10
Meyer Handelman Co 10
Arbor Wealth Management, LLC 10
Bennett Lawrence Management L L C/ny 10
Quest Investment Management Llc 10
Foster Dykema Cabot & Co Inc/ma 10
Capital Counsel Llc/ny 10
Carderock Capital Management Inc 10
Capital Directions Investment Advisors, LLC 10
Poplar Forest Capital LLC 10
S&t Bank/pa 10
Signature Estate & Investment Advisors Llc 10
Tradition Capital Management Llc 10
Hardman Johnston Global Advisors LLC 10
Clifford Swan Investment Counsel Llc 10
Dg Capital Management Inc 10
Pembroke Management, LTD 10
Vaughan David Investments Inc/il 10
Auxier Asset Management 10
Iridian Asset Management Llc/ct 10
Grace & White Inc /ny 10
Insight 2811, Inc. 10
Mawer Investment Management Ltd. 10
Boyle Capital Management, LLC 10
Sawgrass Asset Management Llc 10
Telos Capital Management, Inc. 10
Leisure Capital Management 10
Independence Capital Asset Partners, LLC 10
Novare Capital Management Llc 10
Beddow Capital Management Inc 10
Private Capital Advisors, Inc. 10
Benchmark Capital Advisors 10
Morgens Waterfall Vintiadis & Co Inc 10
First United Bank Trust/ 10
Rnc Capital Management Llc 10
Whalerock Point Partners, Llc 10
Addison Capital Co 10
Marquette Asset Management, LLC 10
Aspen Investment Management Inc 10
Hamilton Lane Advisors Llc 10
Schmidt P J Investment Management Inc 10
Sterling Investment Management, Inc. 10
Chase Investment Counsel Corp 10
Eagle Ridge Investment Management 10
D. Scott Neal, Inc. 10
Factory Mutual Insurance Co 10
Bain Capital Credit, LP 10
Baltimore-Washington Financial Advisors, Inc. 10
DT Investment Partners, LLC 10
Northside Capital Management, LLC 10
New Century Investment Management, Inc 10
Cohen Capital Management, Inc. 10
Davis R M Inc 10
Iowa State Bank 10
Pegasus Partners Ltd. 10
Beach Point Capital Management LP 10
Verity & Verity, LLC 10
Lowe Brockenbrough & Co Inc 10
Town & Country Bank & Trust CO dba First Bankers Trust CO 10
River Wealth Advisors LLC 10
Hemenway Trust Co LLC 10
Proxima Capital Management, LLC 10
LVW Advisors, LLC 10
East Coast Asset Management, LLC. 10
Columbia Asset Management 10
Chemical Bank 10
Skba Capital Management Llc 10
Bedrijfstakpensioenfonds Voor De Media Pno 10
Meitav Dash Investments Ltd 10
CMT Capital Markets Trading GmbH 10
Arlington Capital Management, Inc. 10
Gerber Kawasaki Wealth & Investment Management 10
Samsung Asset Management (New York), Inc. 10
Sound Point Capital Management, LP 10
SNS Financial Group, LLC 10
Orbis Investment Management (U.S.), LLC 10
Arrowgrass Capital Partners Llp 10
Two Creeks Capital Management, LP 10
Kelly Lawrence W & Associates Inc/ca 10
Aristotle Capital Boston, LLC 10
Mark Asset Management Lp 10
Andromeda Capital LLC 10
Railway Pension Investments Ltd 10
Alden Global Capital Ltd 10
Founders Bank & Trust 10
Bridgewater Advisors Inc. 10
Stanford Investment Group, Inc. 10
Value Holdings Management Co. Llc 10
JT Stratford LLC 10
Financial Advisors Network, Inc. 10
Good Life Advisors, LLC 10
Gen IV Investment Opportunities, LLC 10
Wsfs Capital Management, Llc 10
Adalta Capital Management LLC 10
Garner Asset Management Corp 10
American Financial Network Advisory Services Llc 10
Landaas & Co /wi /adv 10
KCS Wealth Advisory 10
Amcap Fund 10
Pimco Corporate & Income Strategy Fund 10
Pimco Income Strategy Fund Ii 10
Eagle Growth & Income Opportunities Fund 10
Nuveen Diversified Dividend & Income Fund 10
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 10
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 10
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 10
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 10
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 10
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 10
Blackrock Enhanced Equity Dividend Trust 10
Cornerstone Total Return Fund Inc 10
Utc North American Fund, Inc. 10
Wright Managed Equity Trust 10
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 10
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 10
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 10
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 10
Oppenheimer Small Cap Value Fund 10
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 10
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 10
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 10
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 10
Alpine Series Trust 10
NTHEX - Northeast Investors Trust - Northeast Investors Trust 10
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 10
PrairieView Partners, LLC 10
Uncommon Cents Investing LLC 10
Midwest Professional Planners, LTD. 10
Aevitas Wealth Management, Inc. 10
Dynasty Wealth Management, Llc 10
Crown Advisors Management, Inc. 10
Braun-Bostich & Associates Inc. 10
Avitas Wealth Management LLC 10
Old North State Trust, LLC 10
Mizuho Securities Usa Llc 10
Beirne Wealth Consulting Services, LLC 10
DeepCurrents Investment Group LLC 10
MONECO Advisors, LLC 10
Opseu Pension Plan Trust Fund 10
Cornerstone Wealth Group, LLC 10
Nicolet Advisory Services, Llc 10
Keudell/Morrison Wealth Management 10
Virtus Insight Trust 10
Parametric Market Neutral Portfolio 10
Blackrock Real Asset Equity Trust 10
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 10
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 10
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 10
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 10
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 10
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 10
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 10
NOLVX - Northern Funds - Northern Large Cap Value Fund 10
NOINX - Northern Funds - Northern International Equity Index Fund 10
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 10
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 10
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 10
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 10
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 10
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 10
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 10
PACIFIC SELECT FUND - Comstock Portfolio Class I 10
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 10
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 10
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 10
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 10
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 10
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 10
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 10
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 10
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 10
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 10
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 10
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 10
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 10
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 10
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 10
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 10
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 10
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 10
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 10
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 10
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 10
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 10
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 10
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 10
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 10
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 10
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 10
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 10
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI 10
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 10
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 10
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 10
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 10
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 10
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 10
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 10
PENN SERIES FUNDS INC - Flexibly Managed Fund 10
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 10
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 10
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 10
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 10
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 10
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 10
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 10
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 10
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 10
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 10
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 10
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 10
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 10
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 10
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 10
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 10
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 10
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 10
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 10
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 10
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 10
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 10
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 10
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 10
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 10
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 10
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 10
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 10
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 10
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 10
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 10
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 10
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 10
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 10
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 10
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 10
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 10
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 10
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 10
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 10
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 10
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 10
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 10
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 10
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 10
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 10
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 10
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 10
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 10
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 10
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 10
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 10
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 10
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 10
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 10
CPI - IndexIQ ETF Trust - IQ Real Return ETF 10
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 10
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 10
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 10
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 10
SDIV - Global X Funds - Global X SuperDividend ETF 10
SCIU - Global X Funds - Global X Scientific Beta US ETF 10
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 10
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 10
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 10
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 10
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 10
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 10
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 10
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 10
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 10
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 10
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 10
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 10
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 10
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 10
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 10
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 10
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 10
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 10
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 10
PWS - Pacer Funds Trust - Pacer WealthShield ETF 10
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 10
BERIX - Chartwell Funds - Berwyn Income Fund 10
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 10
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 10
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 10
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 10
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 10
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 10
VCGEX - VALIC Co I - Emerging Economies Fund 10
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 10
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 10
EWG Elevate Inc. 10
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 10
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 10
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 10
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 10
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 10
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 10
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 10
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 10
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 10
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 10
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 10
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 10
S.A. Mason LLC 10
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 10
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 10
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 10
Briaud Financial Planning, Inc 10
Cedar Mountain Advisors, LLC 10
West Bancorporation Inc 10
Atlas Private Wealth Management 10
Soltis Investment Advisors LLC 10
Laidlaw Wealth Management LLC 10
Resonant Capital Advisors, LLC 10
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 10
TFG Advisers LLC 10
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 10
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 10
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 10
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 10
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 10
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 10
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 10
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 10
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 10
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 10
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 10
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 10
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 10
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 10
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 10
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 10
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 10
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 10
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 10
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 10
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 10
Genworth Financial Inc 10
Coolidge Francis L 10
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 10
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 10
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 10
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 10
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 10
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 10
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 10
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 10
Baker Tilly Financial, Llc 10
RWM Asset Management, LLC 10
CFS Investment Advisory Services, LLC 10
Bck Capital Management Lp 10
Altus Wealth Group LLC 10
Exos Asset Management LLC 10
F/M Investments LLC 10
Outfitter Financial LLC 10
EMC Capital Management 10
Valley Brook Capital Group, Inc. 10
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 10
Regency Capital Management Inc.\DE 10
VIOPX - VALIC Co I - International Opportunities Fund 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
JTC Employer Solutions Trusteee Ltd 10
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 10
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 10
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 10
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 10
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 10
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 10
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 10
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 10
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 10
McElhenny Sheffield Capital Management, LLC 10
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 10
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 10
US Asset Management LLC 10
Lord Abbett Special Situations Income Fund 10
STFGX - Advisers Investment Trust - State Farm Growth Fund 10
Seven Grand Managers, Llc 10
Fifth Lane Capital, Lp 10
Redmont Wealth Advisors Llc 10
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 10
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 10
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 10
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 10
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 10
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 10
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 10
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 10
Fund Management at Engine No. 1 LLC 10
Spartan Fund Management Inc. 10
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 10
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 10
EdgeRock Capital LLC 10
Tevis Investment Management 10
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 10
Cyndeo Wealth Partners, LLC 10
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 10
Chapin Davis, Inc. 10
Richard W. Paul & Associates, LLC 10
Ethos Financial Group, LLC 10
Eisler Capital (US) LLC 10
Tanglewood Legacy Advisors, LLC 10
Flow State Investments, L.P. 10
STXG - EA Series Trust - Strive 1000 Growth ETF 10
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 10
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 10
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 10
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 10
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 10
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 10
Pickering Energy Partners Lp 10
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 10
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 10
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 10
Unique Wealth Strategies, LLC 10
Winthrop Capital Management, LLC 10
Tidemark, LLC 10
Eight 31 Financial Llc 10
Spectrum Wealth Counsel, LLC 10
Sivia Capital Partners, LLC 10
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 10
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 10
Focus Financial Network, Inc. 10
Mason Capital Fund Trust - Fundamentals First ETF 10
World Equity Group, Inc. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 10
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 10
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 10
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 10
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 10
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 10
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 10
Union Bancaire Privee, UBP SA 10
Abc Arbitrage Sa 10
Millstone Evans Group, LLC 10
Murphy & Mullick Capital Management Corp 10
Raiffeisen Bank International AG 10
Cary Street Partners Financial Llc 10
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 10
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 10
North Capital, Inc. 10
Integrity Alliance, Llc. 10
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 10
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 10
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 9
Covenant Asset Management, LLC 9
Franklin Square Holdings, L.P. 9
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 9
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 9
Virtus Alternative Investment Advisers, Inc. 9
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 9
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 9
OHIO NATIONAL FUND INC - ON International Equity Portfolio 9
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 9
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 9
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 9
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 9
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 9
New Perspective Fund 9
Pimco Income Strategy Fund 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 9
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 9
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 9
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 9
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 9
Allianzgi Convertible & Income 2024 Target Term Fund 9
Circle Wealth Management, LLC 9
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 9
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 9
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 9
Blue Sky Asset Management, LLC 9
Franklin, Parlapiano, Turner & Welch, LLC 9
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 9
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 9
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 9
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 9
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 9
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 9
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 9
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 9
Geneva Partners, LLC 9
Eaton Vance Tax Advantaged Dividend Income Fund 9
Sage Capital Advisors,llc 9
Ackerman Capital Advisors, LLC 9
KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES 9
Cito Capital Group, LLC 9
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 9
Voya Emerging Markets High Dividend Equity Fund 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 9
Unison Advisors LLC 9
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 9
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 9
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 9
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 9
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 9
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 9
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF 9
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 9
Institutional Investment Strategy Fund 9
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 9
Cypress Capital, LLC 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 9
Swedbank AB 9
Catalina Capital Group, LLC 9
Venor Capital Management LP 9
Prospector Partners Llc 9
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 9
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 9
Gunderson Capital Management Inc. 9
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 9
Lummis Asset Management, LP 9
Steward Partners Investment Solutions, Llc 9
Portfolio Design Labs, LLC 9
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 9
Criterion Capital Advisors, Llc 9
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 9
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 9
Europacific Growth Fund 9
Whitebox Mutual Funds 9
Clal Insurance Enterprises Holdings Ltd 9
SMRI - EA Series Trust - Bushido Capital US Equity ETF 9
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 9
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 9
Pennant Capital Management, LLC 9
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 9
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 9
Knollwood Investment Advisory, LLC 9
Payden & Rygel Investment Group 9
Peoples Bank/KS 9
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 9
Highline Capital Management, L.p. 9
Senvest Management, LLC 9
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 9
Sasco Capital Inc / Ct/ 9
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 9
Avenir Corp 9
Aegis Financial Corp 9
Platinum Investment Management Ltd 9
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 9
Shapiro Capital Management Llc 9
First National Bank of South Miami 9
Daruma Capital Management Llc 9
3Chopt Investment Partners, LLC 9
First Trust Portfolios Lp 9
Eventide Asset Management, Llc 9
Legacy Capital Group California, Inc. 9
Zrc Wealth Management, Llc 9
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 9
Putnam ETF Trust - Putnam ESG Core Bond ETF - 9
Private Capital Management, LLC 9
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 9
Crystalline Management Inc. 9
Lakewood Asset Management LLC 9
Linden Thomas Advisory Services, LLC 9
AlphaQ Advisors LLC 9
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 9
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 9
Fortis Capital Advisors, LLC 9
Mcintyre Freedman & Flynn Investment Advisers Inc 9
Oversea-Chinese Banking CORP Ltd 9
Wambolt & Associates, LLC 9
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 9
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 9
Cooper Financial Group 9
Fcg Advisors, Llc 9
Trium Capital LLP 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 9
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 9
Western Financial Corp/CA 9
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 9
Granahan Investment Management Inc/ma 9
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 9
Bainco International Investors 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 9
Fiduciary Financial Services Of The Southwest Inc /tx 9
Mcmillion Capital Management Inc 9
Brewin Dolphin Wealth Management Ltd 9
Mesirow Institutional Investment Management, Inc. 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 9
Jag Capital Management, Llc 9
Coston, McIsaac & Partners 9
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 9
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 9
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 9
First National Advisers, LLC 9
SCS Capital Management LLC 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 9
Castle Wealth Management Llc 9
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 9
First Niagara Bank 9
Trilogy Global Advisors Lp 9
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 9
Buckhead Capital Management Llc 9
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 9
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 9
SILVER OAK SECURITIES, Inc 9
Howland Capital Management Llc 9
Madison Investment Holdings Inc 9
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 9
Putnam Voyager Fund 9
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 9
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 9
Matrix Asset Advisors Inc/ny 9
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 9
Boreal Capital Management LLC 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 9
Orser Capital Management, Llc 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 9
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 9
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 9
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 9
Titleist Asset Management, Ltd. 9
Jenkins Wealth 9
Beutel, Goodman & Co Ltd. 9
Cobblestone Capital Advisors Llc /ny/ 9
HFG Advisors, Inc. 9
Altium Wealth Management LLC 9
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 9
Financial Connections Group, Inc. 9
BARING ASSET MANAGEMENT Ltd 9
Prosperity Consulting Group, LLC 9
FRG Family Wealth Advisors LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 9
Pictet & Cie (Europe) SA 9
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 9
Peterson Wealth Services 9
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 9
Paragon Capital Management LLC 9
Smead Capital Management, Inc. 9
PICTET BANK & TRUST Ltd 9
British Airways Pensions Investment Management Ltd 9
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 9
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 9
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 9
Studio Investment Management Llc 9
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 9
Gruss Capital Management LP 9
Varma Mutual Pension Insurance Co 9
Valueworks Llc 9
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 9
Winthrop Partners - Wny, Llc 9
AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF 9
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 9
OmniStar Financial Group, Inc. 9
Resource Management, LLC 9
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 9
JNL SERIES TRUST - JNL International Index Fund (I) 9
MML Series Investment Fund II - MML Asset Momentum Fund Class II 9
Luxor Capital Group, LP 9
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 9
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 9
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 9
Seelaus Asset Management LLC 9
Y.D. More Investments Ltd 9
Corsicana & Co. 9
Tweedy, Browne Co LLC 9
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 9
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 9
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 9
PIMCO Dynamic Income Opportunities Fund 9
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 9
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 9
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 9
SeaTown Holdings Pte. Ltd. 9
Bank OZK 9
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 9
Sharkey, Howes & Javer 9
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 9
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 9
PDS Planning, Inc 9
Safeguard Investment Advisory Group, LLC 9
Aft, Forsyth & Company, Inc. 9
Cloverfields Capital Group, Lp 9
Washington Capital Management Inc 9
Oppenheimer Equity Fund 9
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 9
InterOcean Capital Group, LLC 9
Trust Co Of Oklahoma 9
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 9
Fiduciary Group LLC 9
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Weatherly Asset Management L. P. 9
CM Management, LLC 9
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 9
Mizuho Markets Americas Llc 9
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 9
MTM Investment Management, LLC 9
OneAscent Financial Services LLC 9
Advanced Series Trust - Ast International Value Portfolio 9
Golden Green, Inc. 9
Smith, Graham & Co., Investment Advisors, LP 9
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 9
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 9
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 9
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 9
Bright Rock Capital Management, Llc 9
Jeppson Wealth Management, Llc 9
First Pacific Financial 9
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 9
Rockland Trust Co 9
Osborne Partners Capital Management, Llc 9
Castle Rock Wealth Management, LLC 9
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 9
Family Capital Trust Co 9
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 9
Selz Capital LLC 9
Enterprise Trust & Investment Co 9
Orca Investment Management, LLC 9
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 9
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 9
StellarOne CORP 9
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 9
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 9
Delta Capital Management Llc 9
Dreyfus Manager Funds I 9
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 9
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 9
Blackstone Holdings III L.P. 9
Wunderlich Capital Managemnt 9
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 9
Davidson Investment Advisors 9
Needham Investment Management Llc 9
Morgan Creek Global Equity Long/short Institutional Fund 9
Keane Capital Management Inc 9
Greenlight Capital Inc 9
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 9
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 9
Jd Capital Management Llc 9
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 9
Steinberg Global Asset Management 9
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 9
Analyst IMS Investment Management Services Ltd. 9
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 9
Insight Select Income Fund 9
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 9
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 9
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 9
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 9
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 9
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 9
Majedie Asset Management Ltd 9
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 9
Winslow Capital Management, LLC 9
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 9
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 9
Independence Trust CO 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 9
Torch Wealth Management LLC 9
Spouting Rock Asset Management, LLC 9
Sabal Trust CO 9
Bank Hapoalim Bm 9
Ami Asset Management Corp 9
Willow Street Advisors LLC 9
Graypoint LLC 9
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 9
Salem Capital Management Inc 9
Winton Capital Management Ltd 9
KAMES CAPITAL management Ltd 9
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 9
Parvin Asset Management, LLC 9
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 9
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 9
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 9
Filbrandt Wealth Management, LLC 9
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 9
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 9
Marshall & Sterling Wealth Advisors Inc. 9
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 9
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 9
Wade G W & Inc 9
Deane Retirement Strategies, Inc. 9
Burns J W & Co Inc/ny 9
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 9
CHICAGO TRUST Co NA 9
Community Bank & Trust, Waco, Texas 9
Amarillo National Bank 9
Asio Capital, LLC 9
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 9
Aprio Wealth Management, LLC 9
Mufg Securities Americas Inc. 9
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 9
Game Plan Financial Advisors, LLC 9
Canada Post Corp Registered Pension Plan 9
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 9
Harrell Investment Partners, Llc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 9
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 9
Boston Common Asset Management, LLC 9
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 9
Wall Street Access Asset Management, LLC 9
HBC Financial Services, PLLC 9
Eaton Vance Tax-managed Global Diversified Equity Income Fund 9
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 9
Fidgeon Timothy F 9
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 9
Tortoise Essential Assets Income Term Fund 9
Hurley Capital, LLC 9
Bedell Frazier Investment Counseling, LLC 9
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 9
Trutina Financial LLC 9
Goodwin Daniel L 9
Westbourne Investment Advisors, Inc. 9
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 9
Regents Of The University Of California 9
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 9
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 9
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 9
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 9
John G Ullman & Associates Inc 9
Neuberger Berman Mlp Income Fund Inc. 9
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 9
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 9
Palisade Asset Management, LLC 9
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 9
Cape Cod Five Cents Savings Bank 9
Middleton & Co Inc/ma 9
BKF - iShares, Inc. - iShares MSCI BRIC ETF 9
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 9
Ayalon Holdings Ltd. 9
J.P. Marvel Investment Advisors, LLC 9
Notis-McConarty Edward 9
Odey Asset Management Group Ltd 9
Parametric Risk Advisors LLC 9
AMCPX - AMCAP FUND - AMCAP FUND Class A 9
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 9
Kazazian Asset Management, LLC 9
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 9
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 9
Pecaut & Co. 9
Affinity Wealth Management Llc 9
EFG Asset Management (Americas) Corp. 9
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 9
Fosun International Ltd 9
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 9
Plustick Management Llc 9
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 9
Gwn Securities Inc. 9
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 9
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 9
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 9
Paradigm Financial Advisors, LLC 9
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 9
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 9
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 9
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 9
Shanda Payment Holdings Ltd. 9
Geneva Capital Management Llc 9
Forsta Ap-fonden 9
Madison Covered Call & Equity Strategy Fund 9
WIREX - PFS FUNDS - Wireless Fund 9
Blue Clay Capital Management, LLC 9
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 9
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 9
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 9
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 9
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 9
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 9
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 9
Cornerstone Strategic Value Fund Inc 9
Pring Turner Capital Group Inc 9
Granite Point Capital Management, L.P. 9
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 9
Plancorp, LLC 9
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 9
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 9
Fort, L.p. 9
Polar Capital LLP 9
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 9
Sage Rhino Capital Llc 9
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 9
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 9
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 9
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 9
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 9
Scion Asset Management, LLC 9
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 9
Lumina Fund Management LLC 9
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 9
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 9
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 9
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 9
Scholtz & Company, Llc 9
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 9
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 9
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 9
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 9
Partner Investment Management, L.P. 9
Rocky Mountain Advisers, Llc 9
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 9
Orbitronix, LP 9
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 9
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 9
Westport Asset Management Inc 9
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 9
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 9
Pimco Global Stocksplus & Income Fund 9
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 9
Pimco Dynamic Credit & Mortgage Income Fund 9
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 9
Berkeley Capital Partners, LLC 9
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 9
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 9
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 9
Fft Wealth Management Llc 9
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 9
Semper Trust Co. 9
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 9
Shoker Investment Counsel, Inc. 9
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 9
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 9
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 9
KG&L Capital Management,LLC 9
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 9
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 9
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 9
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 9
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 9
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 9
Onefund, Llc 9
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 9
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 9
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 9
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 9
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 9
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 9
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 9
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 9
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 9
Wood Investment Counsel LLC 9
LaSalle Street Capital Management, LLC 9
Nicholas Hoffman & Company, LLC. 9
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 9
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 9
Nuveen S&p 500 Buywrite Income Fund 9
Nuveen Tax-advantaged Dividend Growth Fund 9
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 9
Baring International Investment Ltd 9
Levitt Capital Management LLC 9
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 9
Ironbridge Funds, Inc. 9
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 9
EnCap Energy Capital Fund IX, L.P. 9
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 9
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 8
Fort Sheridan Advisors Llc 8
Pathway Capital Opportunity Fund, Inc. 8
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 8
Corbyn Investment Management Inc/md 8
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 8
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 8
LGT Group Foundation 8
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 8
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 8
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
Aurora Investment Counsel 8
Clarkston Capital Partners, LLC 8
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 8
Saratoga Research & Investment Management 8
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 8
Strategic Capital Alternatives LLC 8
Blackrock Enhanced Global Dividend Trust 8
True Bearing Asset Management LP 8
Hoover Financial Advisors, Inc. 8
Perennial Advisors, LLC 8
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 8
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 8
VELA Funds - VELA Small Cap Fund Class I 8
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 8
Sava Infond d.o.o. 8
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares 8
Ccm Investment Group, Llc 8
Afam Capital, Inc. 8
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 8
Orinda Asset Management LLC 8
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 8
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 8
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 8
Jnl Series Trust - Jnl/wmc Value Fund (a) 8
Sound Shore Management Inc /ct/ 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
Kestrel Investment Management Corp 8
J.P. Turner & Co Capital Mnagement, LLC 8
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 8
AEGON USA Investment Management, LLC 8
MBE Wealth Management, LLC 8
LifeSteps Financial, Inc. 8
Cohen & Steers Capital Management Inc 8
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 8
Nantahala Capital Management, LLC 8
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 8
Safeguard Financial, LLC 8
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 8
Db-x Exchange-traded Funds Inc. 8
True Link Financial Advisors, LLC 8
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 8
Verdad Advisers, LP 8
Hardin Capital Partners, LLC 8
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 8
RiverFront Investment Group, LLC 8
Pvg Asset Management Corp 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 8
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 8
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 8
Scott & Selber, Inc. 8
Edgemoor Investment Advisors, Inc. 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
Eagle Capital Management Llc 8
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 8
Hamel Associates, Inc. 8
Dominick & Dominick LLC 8
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 8
Cary Street Partners Asset Management Llc 8
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 8
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 8
Premier Fund Managers Ltd 8
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 8
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 8
Townsend & Associates, Inc 8
Beacon Investment Advisory Services, Inc. 8
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 8
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 8
Firefly Value Partners, LP 8
Centric Wealth Management 8
Quest 10 Wealth Builders, Inc. 8
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 8
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 8
BankPlus Trust Department 8
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 8
Samson Rock Capital LLP 8
Ellsworth Advisors, LLC 8
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 8
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 8
Modera Wealth Management, LLC 8
Vista Private Wealth Partners. LLC 8
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 8
Bear Mountain Capital, Inc. 8
Long Focus Capital Management, Llc 8
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 8
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 8
Menard Financial Group LLC 8
Fusion Family Wealth LLC 8
Karpus Management, Inc. 8
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 8
LIVR - EA Series Trust - Intelligent Livermore ETF 8
Diligent Investors, LLC 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 8
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 8
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 8
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 8
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 8
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 8
KLS Diversified Asset Management LP 8
Demars Financial Group, LLC 8
Kempner Capital Management Inc. 8
Massar Capital Management, LP 8
Serengeti Asset Management LP 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 8
Turim 21 Investimentos Ltda. 8
Federated Mdt Large Cap Value Fund 8
Quintet Private Bank (Europe) S.A. 8
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 8
Securian Funds Trust - SFT International Bond Fund Class 2 8
Hyperion Capital Advisors LP 8
Summit X, LLC 8
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 8
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 8
Nexus Investment Management ULC 8
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 8
Regal Wealth Group, Inc. 8
Templeton Global Opportunities Trust 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 8
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 8
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
Delta Lloyd Asset Management N.v. 8
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 8
Tufton Capital Management 8
Holderness Investments Co 8
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 8
Grassi Investment Management 8
Advanced Asset Management Advisors Inc 8
ID Management A/S 8
BTG Pactual Asset Management US LLC 8
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 8
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 8
Cue Financial Group, Inc. 8
Regent Investment Management LLC 8
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 8
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 8
Cullen Investment Group, Ltd. 8
Pacific Grove Capital LP 8
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 8
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 8
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 8
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 8
Cohen & Steers Global Income Builder, Inc 8
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 8
Keystone Financial Group 8
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 8
DDD Partners, LLC 8
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 8
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 8
Foundation Resource Management Inc 8
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 8
Roanoke Asset Management Corp/ Ny 8
Hnp Capital Llc 8
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 8
Milestone Investment Advisors LLC 8
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 8
Disciplined Growth Investors Inc /mn 8
Spectrum Asset Management, Inc. (NB/CA) 8
Catapult Capital Management Llc 8
PENN SERIES FUNDS INC - Mid Core Value Fund 8
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 8
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 8
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 8
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 8
PENN SERIES FUNDS INC - Smid Cap Value Fund 8
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 8
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 8
PENN SERIES FUNDS INC - Mid Cap Value Fund 8
Addenda Capital Inc. 8
Center Coast Capital Advisors, LP 8
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 8
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 8
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 8
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 8
Capstone Financial Advisors, Inc. 8
Alpine Total Dynamic Dividend Fund 8
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 8
Grassi Investment Management Llc 8
Croft Funds Corp 8
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 8
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 8
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 8
Financial Advisory Service, Inc. 8
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 8
Omni Event Management Ltd 8
HHG & Company, LLC 8
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 8
MeadowBrook Investment Advisors LLC 8
Daymark Wealth Partners, Llc 8
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 8
Mark Morris Et Al 8
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 8
Capital Financial Planning, LLC 8
Waverton Investment Management Ltd 8
Alpine Global Dynamic Dividend Fund 8
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 8
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 8
Northwest Capital Management Inc 8
Symons Capital Management Inc 8
Mpam Credit Trading Partners L.p. 8
Graham Capital Wealth Management, Llc 8
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 8
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 8
Dixon Hubard Feinour & Brown Inc/va 8
Veracity Capital LLC 8
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 8
Genus Capital Management Inc. 8
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 8
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 8
Bel Air Investment Advisors Llc 8
Cynosure Advisors, Llc 8
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
ASB Consultores, LLC 8
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 8
North American Management Corp 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
Strategic Advisors LLC 8
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 8
Oppenheimer International Bond Fund 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 8
Tilia Fiduciary Partners, Inc. 8
Salzhauer Michael 8
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 8
Bridges Investment Counsel Inc/ 8
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 8
Trillium Asset Management, Llc 8
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 8
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 8
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 8
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 8
Western Pacific Wealth Management, LP 8
Magee Thomson Investment Partners Llc 8
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 8
Richard P Slaughter Associates Inc 8
IFUNX - UNIFIED SERIES TRUST - IRON STRATEGIC INCOME FUND - Institutional Class 8
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 8
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 8
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 8
Nuveen Flexible Investment Income Fund 8
Granite FO LLC 8
Prudent Man Advisors, LLC 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
Painted Porch Advisors LLC 8
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
Align Wealth Management, LLC 8
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 8
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 8
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 8
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 8
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 8
Chesapeake Partners Management Co Inc/md 8
Kensico Capital Management Corp 8
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 8
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 8
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 8
Covalent Partners LLC 8
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 8
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 8
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 8
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 8
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 8
Centennial Bank/AR/ 8
Catalytic Wealth RIA, LLC 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 8
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 8
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 8
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 8
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 8
Tealwood Asset Management Inc 8
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 8
Chatham Capital Group, Inc. 8
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 8
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 8
Lindenwold Advisors 8
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 8
SIG North Trading, ULC 8
Fic Capital Inc 8
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 8
Overbrook Management Corp 8
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 8
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 8
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 8
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 8
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 8
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 8
Keel Point, LLC 8
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 8
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 8
Quattro Financial Advisors Llc 8
Ab Multi-manager Alternative Fund 8
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 8
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 8
Broadview Funds Trust 8
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 8
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 8
Maple Capital Management, Inc. 8
Coyle Financial Counsel LLC 8
Empower Advisory Group, LLC 8
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 8
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 8
Lafitte Capital Management LP 8
Integre Asset Management, LLC 8
David R. Rahn & Associates Inc. 8
Insight Wealth Strategies, LLC 8
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 8
Taurus Asset Management, Llc 8
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 8
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 8
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 8
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 8
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 8
Arrow Investments Trust - Arrow DWA Country Rotation ETF 8
Fs Global Credit Opportunities Fund-d 8
Loudon Investment Management, LLC 8
Steelhead Partners Llc 8
Fs Global Credit Opportunities Fund-a 8
Gifford Fong Associates 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 8
Morton Brown Family Wealth, LLC 8
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 8
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 8
Oppenheimer Corporate Bond Fund 8
Brown Financial Advisors 8
Northeast Investment Management 8
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 8
Ascent Wealth Partners, LLC 8
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 8
VELA Investment Management, LLC 8
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 8
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 8
Gendell Jeffrey L 8
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 8
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 8
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 8
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 8
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 8
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 8
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 8
Naviter Wealth, LLC 8
ACT Capital Management, LLLP 8
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 8
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 8
CGMRX - CGM TRUST - CGM Realty Fund 8
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 8
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 8
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 8
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 8
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 8
Cynosure Management, Llc 8
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 8
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 8
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 8
Paragon Capital Management Inc 8
Vermillion & White Wealth Management Group, LLC 8
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 8
Widmann Financial Services, Inc. 8
Wayfinding Financial, LLC 8
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 8
Gyl Financial Synergies, Llc 8
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 8
Pacific Center for Financial Services 8
Central Asset Investments & Management Holdings (HK) Ltd 8
Raiff Partners Inc 8
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 8
Shelton Wealth Management, Llc 8
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 8
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 8
Bristlecone Advisors, LLC 8
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 8
Crawford Lake Capital Management, LLC 8
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 8
Summit Capital Management Llc 8
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 8
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 8
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 8
Sirios Capital Management L P 8
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 8
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 8
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 8
Bell Rock Capital Llc 8
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 8
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 8
FirstMerit Bank N A Trustee 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 8
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
Abn Amro Investment Solutions 8
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 8
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 8
EnCap Energy Capital Fund VIII, L.P. 8
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 8
LM Advisors LLC 8
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 8
Mountain Pacific Investment Advisers Inc/id 8
WealthPlan Investment Management, LLC 8
Kavilco Inc/wa/ 8
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 8
BluePath Capital Management, LLC 8
Blenheim Capital Management, BV 8
Perkins Capital Management Inc 8
PACIFIC SELECT FUND - International Value Portfolio Class I 8
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 8
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 8
Foursixthree Capital Lp 8
Tiaa Trust, National Association 8
Warburg Pincus Llc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 8
Knott David M Jr 8
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 8
Bcm Advisors, Llc 8
JB Investments Management, LLC 8
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 8
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 8
Northwest Quadrant Wealth Management, LLC 8
Burleson & Company, LLC 8
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 8
Encompass More Asset Management 8
Bnp Paribas 8
Wealth High Governance Capital Ltda 8
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 8
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 8
Lockheed Martin Investment Management Co 8
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 8
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 8
Foster Dykema Cabot & Partners, Llc 8
One68 Global Capital, LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 8
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 8
Phillips Wealth Planners LLC 8
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 8
Villere St Denis J & Co Llc 8
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 8
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF 8
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 8
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 8
Aspect Partners, LLC 8
Clovis Capital Management Lp 8
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 8
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 8
Oracle Alpha Inc. 8
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 8
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 8
Staley Capital Advisers Inc 8
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 8
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 8
Tetrad Corp 8
VCIEX - VALIC Co I - International Equities Index Fund 8
National Wealth Management Group, LLC 8
Paulson Wealth Management Inc. 8
one8zero8, LLC 8
Shaker Investments Llc/oh 8
D.B. Root & Company, LLC 8
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 8
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 8
Inlight Wealth Management, LLC 8
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 8
Harbour Investment Management Llc 8
Outfitter Advisors, Ltd. 8
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 8
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Core Bond Portfolio - Core Bond Portfolio 8
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 8
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 8
Goff John C 8
Asset Planning Services, Ltd. 8
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 8
Kayne Anderson Mlp Investment Co 8
Covenant Partners, LLC 8
Salient MF Trust 8
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 8
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 8
EdgePoint Investment Group Inc. 8
PNC Managed Account Solutions, Inc. 8
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 8
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 8
Eaton Vance Tax-managed Buy-write Income Fund 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 8
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 8
Bank of Kentucky, Inc. 8
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 8
VELA Funds - VELA Short Duration Fund - Class A 8
Jamison Eaton & Wood Inc /nj 8
Emfo, Llc 8
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 8
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 8
Chapter IV Investors, LLC 8
PFS Partners, LLC 8
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 8
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 8
VMCVX - VALIC Co II - Mid Cap Value Fund 8
DSC Advisors, L.P. 8
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 8
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 8
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 8
InterOcean Capital, LLC 8
Stock Portfolio - Stock Portfolio 8
Centerbridge Partners, L.P. 8
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 8
Invst, LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 8
Archon Partners LLC 8
Ramius Advisors Llc 8
ATLANTIC INVESTMENT Co 8
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 8
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 8
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 8
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 8
Mak Capital One Llc 8
Fore Capital, LLC 8
Saudi Central Bank 8
Mowery & Schoenfeld Wealth Management, LLC 8
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 8
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 8
Valley Forge Asset Management, Llc 8
POM Investment Strategies, LLC 8
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 8
Sugar Maple Asset Management, LLC 8
Biltmore Capital Advisors LLC 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
Truffle Hound Capital, LLC 8
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 8
Pioneer Series Trust I 8
GMICX - GMO TRUST - GMO International Equity Fund Class II 8
BSBAX - Northern Funds - Northern Short Bond Fund 8
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 8
KAMES CAPITAL management Ltd 8
Palumbo Wealth Management LLC 8
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 8
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 8
O'Neil Global Advisors, Inc. 8
Allstate Investment Management Co 8
Capital Markets Trading UK LLP 8
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 8
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 8
Birchview Capital, LP 8
First Western Capital Management Co 8
International Value Advisers, LLC 8
Cornerstone Advisors Inc 8
Apex Capital Management 8
Somerville Kurt F 8
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 8
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 8
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF 8
Karpas Strategies, Llc 8
Beverly Hills Private Wealth, LLC 8
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 8
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 8
Folger Nolan Fleming Douglas Capital Management, Inc 8
Klein Pavlis & Peasley Financial, Inc. 8
Piscataqua Savings Bank 8
Warlander Asset Management, LP 8
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 8
Kings Path Partners LLC 8
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 8
Sabby Management, Llc 7
Truehand, Inc 7
Imprint Wealth LLC 7
Lipe & Dalton 7
Cornerstone Management, Inc. 7
Herring Creek Capital Management, LLC 7
Cm Wealth Advisors Llc 7
Sargent Investment Group, LLC 7
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 7
Soroban Capital Partners LP 7
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
Rexford Capital Inc 7
Motley Fool Wealth Management, LLC 7
Contrarius Investment Management Ltd 7
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 7
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 7
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 7
Redwood Capital Management, Llc 7
Blackrock Enhanced International Dividend Trust 7
Bloom Tree Partners, Llc 7
Canal Insurance CO 7
Bessemer Securities Llc 7
Roman Butler Fullerton & Co 7
Financial Freedom, LLC 7
Aspen Grove Capital, LLC 7
Louisbourg Investments Inc. 7
Cercano Management LLC 7
Elkhorn Partners Limited Partnership 7
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 7
Nuveen Real Asset Income & Growth Fund 7
Herr Investment Group LLC 7
FourThought Financial Partners, LLC 7
New England Capital Financial Advisors LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 7
Ares Multi-strategy Credit Fund, Inc. 7
Eq Wealth Advisors, Llc 7
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 7
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 7
Two Roads Shared Trust - Conductor Global Equity Value ETF 7
Puzo Michael J 7
Hutchens Investment Management Inc 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 7
Marsico Capital Management Llc 7
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 7
Forbes J M & Co Llp 7
Sea Otter Advisors LLC 7
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 7
Compton Capital Management Inc /ri 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 7
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 7
Impax Asset Management Group plc 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 7
Penn Mutual Asset Management, LLC 7
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 7
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 7
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 7
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 7
Stack Financial Management, Inc 7
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 7
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 7
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 7
Cheviot Value Management, LLC 7
Muhlenkamp & Co Inc 7
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 7
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 7
Trust & Fiduciary Management Services Inc 7
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 7
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 7
Bragg Financial Advisors, Inc 7
Coho Partners, Ltd. 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
Westerkirk Capital Inc. 7
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 7
Stonehill Capital Management Llc 7
FSC Wealth Advisors, LLC 7
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 7
SVXFX - Smead Funds Trust - Smead International Value Fund Class I1 7
Opera Trading Capital 7
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 7
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 7
Richelieu Gestion PLC 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 7
Conatus Capital Management LP 7
Markston International Llc 7
Northstar Investment Advisors Llc 7
Comprehensive Financial Consultants Institutional, Inc. 7
Meixler Investment Management, Ltd. 7
LENS - EA Series Trust - Sarmaya Thematic ETF 7
apricus wealth, LLC 7
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 7
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
Winslow Asset Management Inc 7
Geller Advisors LLC 7
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 7
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 7
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 7
Pinnacle Wealth Management, LLC 7
Eagle Rock Investment Company, Llc 7
First Community Trust Na 7
Autumn Glory Partners, LLC 7
Orleans Capital Management Corp/la 7
Keating Investment Counselors Inc 7
Maj Invest Holding A/S 7
Cardiff Park Advisors, Llc 7
Deuterium Capital Management, LLC 7
Bell Bank 7
Schaper Benz & Wise Investment Counsel Inc/wi 7
Clark Estates Inc/ny 7
Managed Asset Portfolios, Llc 7
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 7
Avaii Wealth Management, Llc 7
Curian Series Trust 7
Capricorn Fund Managers Ltd 7
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 7
Gordian Capital Singapore Pte Ltd 7
Timpani Capital Management LLC 7
Financial Strategy Network, LLC 7
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 7
Decker Retirement Planning Inc. 7
Gamble Jones Investment Counsel 7
Proffitt & Goodson Inc 7
Jnl Series Trust - Jnl/mellon International Index Fund (a) 7
GraniteShares Advisors LLC 7
NEIRG Wealth Management, LLC 7
Grimes & Company, Inc. 7
Kathleen S. Wright Associates Inc. 7
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 7
NCM Capital Advisers, Inc. 7
Yarbrough Capital, LLC 7
Riverwater Partners LLC 7
Brookfield High Income Fund Inc. 7
Aull & Monroe Investment Management Corp 7
Hatteras Funds, LLC 7
Touradji Capital Management, Lp 7
Hefty Wealth Partners 7
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 7
A. D. Beadell Investment Counsel, Inc. 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Iat Reinsurance Co Ltd. 7
Corrado Advisors, Llc 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 7
Ashmore Group plc 7
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 7
Thornburg Income Builder Opportunities Trust 7
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 7
Florida Financial Advisors, Llc 7
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 7
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 7
Strategic Asset Management, LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 7
Azimuth Capital Management LLC 7
55i, Llc 7
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 7
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 7
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 7
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 7
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 7
Maryland Capital Management 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 7
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 7
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 7
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 7
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 7
RiverTree Advisors, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 7
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 7
Cardinal Capital Management, Inc. 7
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 7
Sather Financial Group Inc 7
Ironsides Asset Advisors, LLC 7
Triumph Capital Management 7
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 7
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 7
Bank of New Hampshire 7
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF 7
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 7
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 7
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 7
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 7
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 7
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 7
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 7
Encompass Funds 7
Ninety One SA (PTY) Ltd 7
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 7
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 7
Clarity Financial LLC 7
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 7
Taylor, Cottrill LLC 7
Sarasin & Partners LLP 7
Alaethes Wealth LLC 7
One + One Wealth Management, Llc 7
Garrison Bradford & Associates Inc 7
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 7
Vanguard Capital Wealth Advisors 7
Cadence Bank Na 7
Hendley & Co Inc 7
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 7
Summit Partners Public Asset Management, Llc 7
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 7
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 7
Spinnaker Trust 7
Mayflower Financial Advisors, LLC 7
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 7
Cedar Capital, Llc 7
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A 7
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
Baron Silver Stevens Financial Advisors, Llc 7
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 7
Alleghany Corp /de 7
Meridian Management Co 7
Monetta Financial Services Inc 7
44 Wealth Management Llc 7
Red Cedar Capital, LLC 7
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 7
Orion Capital Management LLC 7
Lesa Sroufe & Co 7
Freemont Management S.A. 7
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 7
Hoese & Co LLP 7
Wealthspring Capital LLC 7
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 7
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 7
Hamilton Capital, LLC 7
B&D White Capital Company, LLC 7
Connacht Asset Management LP 7
Reby Advisors, LLC 7
Center For Asset Management LLC 7
300 North Capital, Llc 7
Bell & Brown Wealth Advisors, Llc 7
NewGen Asset Management Ltd 7
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 7
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 7
American National Bank & Trust Co /va/ 7
Latitude Advisors, LLC 7
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 7
DCM Advisors, LLC 7
Stableford Capital Ii Llc 7
West Financial Advisors, LLC 7
Western Financial Corporation 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 7
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 7
Legacy Financial Group LLC 7
Oak Grove Capital LLC 7
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 7
Tiedemann Trust Co 7
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 7
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 7
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 7
HBW Advisory Services LLC 7
Goodwin Investment Advisory 7
Selway Asset Management 7
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 7
FLP Wealth Management, LLC 7
Aegon Asset Management Uk Plc 7
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 7
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 7
Trust Co Of Virginia /va 7
Socratic Fund Management, L.P. 7
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 7
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 7
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 7
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 7
LexAurum Advisors, LLC 7
Peddock Capital Advisors, Llc 7
Baron Financial Group, LLC 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 7
Argentiere Capital Ag 7
Douglas C. Lane & Associates, Inc. 7
Birch Hill Investment Advisors LLC 7
Evolution Wealth Management Inc. 7
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 7
Indaba Capital Management, L.P. 7
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 7
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 7
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 7
Freedom Day Solutions, LLC 7
Cazenove Capital Management Ltd 7
Union Square Park Capital Management, LLC 7
Spo Advisory Corp 7
New Century Advisors, LLC 7
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 7
Aries Wealth Management 7
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF 7
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 7
Palladiem, Llc 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 7
Crow Point Global Dividend Plus Fund 7
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
Missouri Valley Partners, Inc. 7
Vicus Capital 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
Orbis Holdings Ltd 7
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 7
Cooperatieve Rabobank U.A. 7
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 7
Altrinsic Global Advisors Llc 7
Clearline Capital LP 7
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 7
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 7
Ellsworth Growth & Income Fund Ltd 7
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 7
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 7
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 7
Matrix Trust Co 7
AQINX - AQR Funds - AQR International Equity Fund Class N 7
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 7
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 7
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 7
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 7
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 7
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 7
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 7
Doubleline Opportunistic Credit Fund 7
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
Scopus Asset Management, L.p. 7
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 7
Eaton Vance Enhanced Equity Income Fund 7
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 7
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 7
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 7
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 7
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 7
GVAL - Cambria ETF Trust - Cambria Global Value ETF 7
Jasper Ridge Partners, L.P. 7
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 7
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 7
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 7
Bks Advisors, Llc 7
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 7
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 7
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 7
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 7
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 7
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 7
Jolley Asset Management, LLC 7
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 7
FT Vest Rising Dividend Achievers Total Return Fund 7
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 7
Oppenheimer Discovery Fund 7
First Trust Dynamic Europe Equity Income Fund 7
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
Morgan Stanley Income Securities Inc 7
Sandell Asset Management Corp 7
Farmers Trust Co 7
Bancroft Fund Ltd 7
Litman Gregory Asset Management LLC 7
MFCPX - M FUND INC - M Capital Appreciation Fund 7
First National Corp /ma/ /adv 7
Thor Advisors, Llc 7
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 7
Fusion Investment Group, LLC 7
Fs Energy Total Return Fund 7
Souders Financial Advisors 7
Penn Davis Mcfarland Inc 7
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 7
Reaves Utility Income Fund 7
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 7
Cumberland Advisors Inc 7
Relative Value Partners Group, LLC 7
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
JMCRX - James Advantage Funds - James Micro Cap Fund 7
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 7
Karamaan Group, LLC 7
Western Asset Emerging Markets Debt Fund Inc. 7
Laurel Grove Capital, LLC 7
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 7
Brooklands Fund Management Ltd 7
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 7
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 7
Newman Dignan & Sheerar, Inc. 7
Epiphany Funds 7
Stephenson National Bank & Trust 7
Rikoon Group, LLC 7
Legacy Private Trust Co. 7
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 7
Lionsbridge Wealth Management LLC 7
Mitchell Sinkler & Starr/pa 7
Mfs Intermediate Income Trust 7
Community Trust & Investment Co 7
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 7
Keebeck Wealth Management, LLC 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 7
Gemsstock Ltd. 7
Merriman Wealth Management, LLC 7
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 7
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 7
Oppenheimer Equity Income Fund 7
Moreno Evelyn V 7
HMS Capital Management, LLC 7
Jade Capital Advisors, LLC 7
Brookfield BHS Advisors LLC 7
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 7
NWK Group, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 7
Marcum Wealth, LLC 7
Pinpoint Asset Management Ltd 7
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 7
Marvin & Palmer Associates Inc 7
1776 Wealth LLC 7
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 7
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 7
Mattern Wealth Management LLC 7
Temasek Holdings (Private) Ltd 7
Victory Institutional Funds 7
Eaton Vance Tax-managed Diversified Equity Income Fund 7
Pimco Strategic Income Fund, Inc 7
Horizon Bancorp Inc /in/ 7
American Financial Group Inc 7
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 7
Davide Leone & Partners Investment Co Ltd. 7
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 7
Alhambra Investment Partners LLC 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 7
Vestor Capital, Llc 7
Miller Investment Management, LP 7
Clearwater Capital Advisors, LLC 7
Integrated Quantitative Investments LLC 7
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 7
Capital Square, LLC 7
Ti-trust, Inc 7
Perennial Investment Advisors, LLC 7
Secure Asset Management, LLC 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
SkyOak Wealth, LLC 7
Birchbrook, Inc. 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
Yacktman Asset Management Lp 7
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 7
Oppenheimer Series Fund 7
Hartline Investment Corp/ 7
Progeny 3, Inc. 7
Greystone Managed Investments Inc. 7
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 7
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 7
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 7
denkapparat Operations GmbH 7
Stone Ridge Trust Iii 7
Tiemann Investment Advisors, Llc 7
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 7
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 7
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 7
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 7
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 7
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 7
Power Corp of Canada 7
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 7
ANTIPODES PARTNERS Ltd 7
Signature Financial Management, Inc. 7
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 7
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 7
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 7
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 7
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 7
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 7
Wilen Investment Management Corp. 7
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 7
Anderson Hoagland & Co 7
Fenimore Asset Management Inc 7
Blockhouse Capital Management Lp 7
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 7
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 7
Crowley Wealth Management, Inc. 7
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7
Gyrus Investment Management Inc. 7
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 7
Broderick Brian C 7
Tetrem Capital Management Ltd. 7
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 7
Apollo Management Holdings GP, LLC 7
Foyston, Gordon, & Payne Inc 7
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 7
Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund 7
Lyons Wealth Management, LLC. 7
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 7
HDV - iSHARES TRUST - iShares Core High Dividend ETF 7
Duff & Phelps Select Energy Mlp Fund Inc. 7
Covey Capital Advisors, LLC 7
CORDA Investment Management, LLC. 7
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 7
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 7
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 7
Philadelphia International Advisors Lp 7
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 7
McNamara Financial Services, Inc. 7
Gibraltar Capital Management, Inc. 7
Washington State Investment Board 7
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 7
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 7
PARK CIRCLE Co 7
Weitz Investment Management, Inc. 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
Tortoise Mlp Fund, Inc. 7
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 7
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 7
Silver Rock Financial LLC 7
VCTPX - VALIC Co I - Inflation Protected Fund 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 7
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 7
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 7
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 7
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 7
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 7
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 7
DW Partners, LP 7
Granite Investment Partners, LLC 7
Davidson Kempner Capital Management LLC 7
Armbruster Capital Management, Inc. 7
Torray Llc 7
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 7
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 7
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 7
Sicart Associates LLC 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 7
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 7
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 7
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 7
Gabelli Convertible & Income Securities Fund Inc 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 7
Sustainable Insight Capital Management, LLC 7
Yorktown Energy Partners X, L.P. 7
Voss Capital, LLC 7
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 7
BRUFX - Bruce Fund Inc - Bruce Fund 7
Western Standard LLC 7
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 7
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 7
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 7
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 7
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
Yorktown Energy Partners XI, L.P. 7
Divisar Capital Management LLC 7
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 7
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 7
Cannon Financial Strategists, Inc. 7
Heritage Wealth Management, Inc. 7
Nuveen Preferred & Income Opportunities Fund 7
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 7
Eaton Vance Risk-managed Diversified Equity Income Fund 7
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 7
Madden Advisory Services, Inc. 7
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 7
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 7
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 7
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 7
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 7
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
FrontFour Capital Group LLC 7
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 7
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 7
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 7
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 7
Ariadne Wealth Management, LP 7
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 7
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 7
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 7
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 7
John W. Brooker & Co., CPAs 7
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 7
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 7
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 7
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 7
PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A 7
Ransom Advisory, Ltd 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 7
Voya International High Dividend Equity Income Fund 7
Carrhae Capital LLP 7
Profunds - Profund Vp Emerging Markets 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 7
Chung Wu Investment Group, LLC 7
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
UBP Investment Advisors SA 7
Quadrant Private Wealth Management, LLC 7
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 7
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 7
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 7
Fulcrum Equity Management 7
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 7
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 7
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 7
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 7
Thornmark Asset Management Inc. 7
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 7
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 7
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 7
Coronation Fund Managers Ltd. 7
Roumell Asset Management, LLC 7
Patriot Investment Management Inc. 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
Stone Run Capital, Llc 7
Clear Point Advisors Inc. 7
Vista Investment Partners Llc 7
Pullen Investment Management, LLC 7
Berylson Capital Partners, Llc 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
Millrace Asset Group, Inc. 7
Accordant Advisory Group Inc 7
Ables, Iannone, Moore & Associates, Inc. 7
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 7
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 7
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 7
Vima Llc 7
Sanibel Captiva Trust Company, Inc. 7
GATEX - Gateway Trust - Gateway Fund Class A Shares 7
AlTi Global, Inc. 7
Quadcap Wealth Management, LLC 7
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 7
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 7
First Financial Bankshares Inc 7
Polymer Capital Management (HK) LTD 7
Brendel Financial Advisors LLC 7
Ilex Capital Partners (UK) LLP 7
Capitolis Liquid Global Markets LLC 7
Modern Wealth Management, LLC 7
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 7
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 7
Anthracite Investment Company, Inc. 7
Harmony Asset Management Llc 7
Savvy Advisors, Inc. 7
Quotient Wealth Partners, LLC 7
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 7
Andina Capital Management, LLC 7
Icahn Carl C 7
Taylor Asset Management Inc 7
Naples Money Management LLC 7
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 7
Grandeur Peak Global Advisors, LLC 7
Tyche Wealth Partners LLC 7
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 7
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 7
GoodHaven Capital Management, LLC 7
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 7
First Wilshire Securities Management Inc 7
DARP - Tidal Trust II - Grizzle Growth ETF 7
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 7
Amplify ETF Trust - Amplify Cash Flow High Income ETF 7
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 7
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 7
Susquehanna International Securities, Ltd. 7
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 7
Susquehanna International Group Ltd. 7
Rogco, Lp 7
United Community Bank 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 7
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 7
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 7
NOIGX - Northern Funds - Northern International Equity Fund 7
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 7
Ariel Investments, Llc 7
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 7
Probity Advisors, Inc. 7
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 7
SlateStone Wealth, LLC 7
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
Wellesley Asset Management 7
Lord Abbett Floating Rate High Income Fund 7
Enterprise Bank & Trust Co 7
TrinityPoint Wealth, LLC 7
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 6
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 6
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 6
Marshall & Sullivan Inc /wa/ 6
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 6
ULTRA SERIES FUND - Core Bond Fund Class I 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
Oaktree Capital Group Holdings GP, LLC 6
Westchester Capital Management, Inc. 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 6
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 6
Alpine Bank Wealth Management 6
Cohen & Steers Mlp Income & Energy Opportunity Fund 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 6
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 6
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 6
Tru Independence Asset Management 2, Llc 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 6
Aristotle Atlantic Partners, Llc 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
ULTRA SERIES FUND - Diversified Income Fund Class I 6
Lombard Odier & Cie (Canada), Limited Partnership 6
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 6
First American Trust, Fsb 6
Mountain Hill Investment Partners Corp. 6
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 6
One River Asset Management, LLC 6
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 6
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 6
Grey Fox Wealth Advisors, LLC 6
Curbstone Financial Management Corp 6
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 6
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 6
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 6
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 6
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 6
Triloma Eig Energy Income Fund 6
Somerset Trust Co 6
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 6
Hardy Reed LLC 6
Financial Partners Group, Inc 6
Columbia Capital Llc 6
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 6
Alken Asset Management Ltd. 6
Godshalk Welsh Capital Management, Inc. 6
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 6
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 6
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 6
Absolute Gestao de Investimentos Ltda. 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 6
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 6
Andesa Financial Management Inc. 6
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 6
Kidder Stephen W 6
Better Money Decisions, LLC 6
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 6
Electron Capital Partners, LLC 6
First Trust Energy Income & Growth Fund 6
G.F.W. Energy XII, L.P. 6
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 6
Weil Company, Inc. 6
Cushing Etf Trust 6
Edmond de Rothschild (Europe) 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Ifrah Financial Services, Inc. 6
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 6
CR Intrinsic Investors, LLC 6
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 6
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 6
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 6
EWC - iShares, Inc. - iShares MSCI Canada ETF 6
Heartland Bank & Trust Co 6
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 6
Tanaka Capital Management Inc 6
Horizon Advisory Services, Inc. 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 6
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 6
Riverloft Capital Management L.P. 6
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 6
Nierenberg Investment Management Company, Inc. 6
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 6
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 6
Tiff Advisory Services Inc 6
Mcglinn Capital Management Inc 6
Gw Capital Inc 6
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 6
Alpine Associates Advisors 6
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 6
Budros, Ruhlin & Roe, Inc. 6
G.F.W. Energy VIII, L.P. 6
Goldman Sachs Mlp Income Opportunities Fund 6
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 6
Smith Anglin Financial, LLC 6
Mork Capital Management, LLC 6
S.a.c. Global Investors, Llp 6
First Business Financial Services, Inc. 6
All Season Financial Advisors, Inc. 6
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 6
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 6
Stockman Wealth Management, Inc. 6
Greatmark Investment Partners, Inc. 6
Uniplan Investment Counsel, Inc. 6
Special Opportunities Fund, Inc. 6
VVSGX - VALIC Co I - Small Cap Growth Fund 6
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 6
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 6
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 6
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 6
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 6
G.F.W. Energy X, L.P. 6
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 6
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 6
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 6
TAMRO Capital Partners LLC 6
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 6
United Capital Management of KS, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 6
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
Ritter Daniher Financial Advisory LLC / DE 6
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 6
Ion Asset Management Ltd. 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Kentucky Trust Co 6
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 6
Fundamentun, Llc 6
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 6
EnCap Energy Capital Fund XI, L.P. 6
Burford Brothers, Inc. 6
Tieton Capital Management, LLC 6
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 6
Canal Capital Management, LLC 6
VCIGX - VALIC Co I - Dividend Value Fund 6
Cornerstone Advisory, LLC 6
VCIFX - VALIC Co I - International Government Bond Fund 6
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 6
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 6
National Penn Investors Trust Co /pa 6
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
Tortoise Energy Infrastructure Corp 6
Atala Financial Inc 6
Beech Hill Advisors, Inc. 6
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 6
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 6
Delta Partners Llc 6
Grayhawk Investment Strategies Inc. 6
Evelyn Partners Investment Management LLP 6
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 6
FSM Wealth Advisors, LLC 6
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 6
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
Evelyn Partners Investment Management Services Ltd 6
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 6
Perbak Capital Partners LLP 6
Kelman-Lazarov, Inc. 6
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 6
Willis Investment Counsel 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 6
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 6
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 6
Shellback Capital, LP 6
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 6
Confluence Wealth Management LLC 6
Silicon Hills Wealth Management, LLC 6
Trivant Custom Portfolio Group, LLC 6
Arcus Capital Partners, LLC 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 6
Lineweaver Wealth Advisors, LLC 6
TFB Advisors LLC 6
Knuff & Co LLC 6
Delphi Financial Group, Inc. 6
Clare Market Investments LLC 6
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 6
Benson Investment Management Company, Inc. 6
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 6
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 6
Plan Group Financial, LLC 6
Hound Partners, LLC 6
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 6
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 6
Lime Rock Management LP 6
Fiduciary Management Associates Llc 6
VELA Funds - VELA Income Opportunities Fund Class A 6
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 6
Slocum, Gordon & Co LLP 6
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 6
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 6
Strategic Financial Services, Inc, 6
Palisades Investment Partners, LLC 6
Lyell Wealth Management, Lp 6
Midwest Trust Co 6
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 6
Donaldson Capital Management, Llc 6
Nuveen High Income December 2019 Target Term Fund 6
Systematic Portfolios LLC 6
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 6
Capital Group Private Client Services, Inc. 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 6
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 6
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 6
Private Capital Management Inc 6
Hawk Ridge Capital Management Lp 6
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 6
Zega Financial, LLC 6
EMG Holdings, L.P. 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 6
CLARET ASSET MANAGEMENT Corp 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
Thomaspartners, Inc. 6
Nilsine Partners, LLC 6
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 6
OHIO NATIONAL FUND INC - ON Foreign Portfolio 6
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 6
Portland Investment Counsel Inc. 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
Sumitomo Mitsui Financial Group, Inc. 6
Achievement Holdings L.P. 6
Empire Life Investments Inc. 6
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 6
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 6
Woodson Capital Management, LP 6
FPA FUNDS TRUST - FPA International Value Fund 6
OHIO NATIONAL FUND INC - ON Bond Portfolio 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
MJT & Associates Financial Advisory Group, Inc. 6
Miura Global Management, LLC 6
Park West Asset Management LLC 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 6
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 6
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 6
Madison Street Partners, LLC 6
First Trust Investment Solutions L.P. 6
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 6
Robeco Schweiz AG 6
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
Signature Wealth Management Group 6
Asher Enterprises Inc 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 6
Taylor, Cottrill, Erickson & Associates, Inc. 6
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 6
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 6
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 6
Florence Capital Advisors, LLC 6
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 6
FCG Investment Co 6
Bank Pictet & Cie (asia) Ltd 6
Asset Management Advisors, LLC 6
CAMG Solamere Management, LLC 6
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 6
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 6
G.F.W. Energy XI, L.P. 6
Yorkville Capital Management, Llc 6
Maxi Investments CY Ltd 6
Avondale Wealth Management 6
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
DMG Group, LLC 6
Westwood Global Investments, LLC 6
PagnatoKarp Partners LLC 6
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 6
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 6
SCID - Global X Funds - Global X Scientific Beta Europe ETF 6
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 6
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 6
Maryland Capital Advisors Inc. 6
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 6
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 6
One Fin Capital Management LP 6
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 6
Solas Capital Management, LLC 6
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 6
Goodman Advisory Group, LLC 6
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 6
New Capital Management LP 6
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 6
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 6
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 6
Donald Smith & Co., Inc. 6
Ignite Planners, LLC 6
KKR Credit Advisors (US) LLC 6
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 6
Private Management Group Inc 6
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 6
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 6
Evergreen Private Wealth LLC 6
JDM Financial Group LLC 6
Connective Portfolio Management, LLC 6
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
Euclidean Technologies Management, LLC 6
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 6
Hartford Funds Management Co LLC 6
Chicago Capital, LLC 6
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 6
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 6
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 6
Steamboat Capital Partners, LLC 6
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 6
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Archipel Asset Management AB 6
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 6
MONTX - MONETTA TRUST - Monetta Fund 6
Hedeker Wealth, LLC 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
Johnson Financial Group, LLC 6
CFO4Life Group, LLC 6
Court Place Advisors, LLC 6
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 6
Vivaldi Capital Management, LLC 6
Compass Wealth Management LLC 6
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 6
Sona Asset Management (us) Llc 6
Robinson Capital Management, Llc 6
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 6
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 6
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 6
Matthew Goff Investment Advisor, LLC 6
New World Advisors LLC 6
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 6
Triloma Eig Energy Income Fund - Term I 6
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6
Madison Strategic Sector Premium Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
Everpar Advisors Llc 6
Traub Capital Management LLC 6
Peak Asset Management, LLC 6
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 6
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 6
Dimension Capital Management Llc 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 6
Angeles Investment Advisors, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 6
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 6
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 6
Hunter Perkins Capital Management, LLC 6
Oasis Management Co Ltd. 6
Nichols & Pratt Advisers Llp /ma 6
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 6
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 6
Dividend & Income Fund 6
Lorber David A 6
Northstar Asset Management Llc 6
Foxby Corp. 6
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 6
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 6
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 6
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 6
Heronetta Management, L.P. 6
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 6
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 6
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 6
Meritage Group LP 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
Harbourvest Partners Llc 6
Davidson Kempner Partners 6
Tygh Capital Management, Inc. 6
St. James Investment Company, LLC 6
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 6
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I 6
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 6
Raveneur Investment Group LP 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
WEHIX - WEITZ FUNDS - Hickory Fund 6
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 6
Trinity Legacy Partners, LLC 6
Significant Wealth Partners LLC 6
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 6
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 6
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 6
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 6
First Financial Equity Corporation 6
Asset Planning,Inc 6
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 6
Glovista Investments LLC 6
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 6
Nicola Wealth Management Ltd. 6
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 6
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 6
Reik & Co., Llc 6
Omni Partners Llp 6
Aua Capital Management, Llc 6
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 6
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 6
IDV - iSHARES TRUST - iShares International Select Dividend ETF 6
ICENX - ICON FUNDS - ICON Energy Fund Class S 6
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 6
Blackrock Enhanced Capital & Income Fund, Inc. 6
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 6
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 6
Prince Street Capital Management LLC 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 6
Lone Star Value Management LLC 6
LKBAX - LKCM Funds - LKCM Balanced Fund 6
Jacob Asset Management Of New York Llc 6
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 6
Oppenheimer Master Loan Fund, Llc 6
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 6
Lazard World Dividend & Income Fund, Inc. 6
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 6
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 6
Westend Partners Lp 6
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 6
Compass Financial Services Inc 6
Gleason Group, Inc. 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 6
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 6
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 6
EUSM - Strategy Shares - Eventide US Market ETF 6
Ignis Investment Services Ltd 6
Highland Floating Rate Opportunities Fund 6
Itau USA Asset Management Inc. 6
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 6
GURU - Global X Funds - Global X Guru Index ETF 6
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 6
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 6
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 6
Redmond Asset Management, LLC 6
Rovida Advisors Inc. 6
Physicians Financial Services, Inc. 6
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 6
Green Owl Capital Management, LLC 6
Epacria Capital Partners, Llc 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 6
Hosking Partners LLP 6
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 6
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 6
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 6
EFG Asset Management (North America) Corp. 6
Morgan Creek Series Trust 6
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 6
Mainstream Investment Advisers LLC 6
Barton Investment Management 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
Cypress Wealth Services, LLC 6
P&S Credit Management, L.P. 6
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 6
Baltimore-Washington Financial Advisors Inc. 6
Silver Bridge Capital Management LLC 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
YASLX - AMG FUNDS - AMG Yacktman Special Opportunities Fund Class Z 6
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 6
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 6
Buckley Wealth Management, LLC 6
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 6
Consolidated Planning Corp 6
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 6
Quad Capital Management Advisors LLC 6
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 6
Asia Research & Capital Management Ltd 6
United Bank 6
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 6
Drexel Morgan & Co. 6
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 6
Talon Private Wealth, LLC 6
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 6
Forte Capital Llc /adv 6
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 6
Nuance Investments, Llc 6
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 6
Davidson Capital Management Inc. 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Account Management LLC 6
Highland Peak Capital, LLC 6
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 6
PENN SERIES FUNDS INC - Smid Cap Growth Fund 6
Summit Wealth & Retirement Planning, Inc. 6
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 6
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 6
Apis Capital Advisors, LLC 6
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 6
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 6
Mitsubishi UFJ Asset Management (UK) Ltd. 6
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 6
Pale Fire Capital SE 6
Walter & Keenan Financial Consulting Co /mi/ /adv 6
Russell Clark Investment Management Ltd 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 6
Horizon Financial Services, Llc 6
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 6
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 6
Good Harbor Financial, LLC 6
Anqa Management Llc 6
QV Investors Inc. 6
Volterra Technologies LP 6
Jacobs & Co/ca 6
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 6
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 6
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 6
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 6
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 6
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 6
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 6
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 6
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 6
Bank Of Stockton 6
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 6
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 6
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 6
Campbell Newman Asset Management Inc 6
Lvm Capital Management Ltd/mi 6
Highmount Capital, LLC 6
Athos Capital Ltd 6
Norman Fields, Gottscho Capital Management, LLC 6
RELIANCE TRUST Co 6
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 6
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 6
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 6
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 6
Oaktree Diversified Income Fund Inc. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
Guidant Wealth Advisors 6
Cadinha & Co Llc 6
Family Legacy Financial Solutions, LLC 6
Landsberg, Bennett, & Dubbaneh LLC 6
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 6
Beacon Harbor Wealth Advisors, Inc. 6
Fairholme Capital Management Llc 6
Private Asset Management Inc 6
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 6
Oxinas Partners Wealth Management LLC 6
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 6
Lodestone Wealth Management LLC 6
Core Wealth Advisors, Inc. 6
Foundation Asset Management, LP 6
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 6
BlueMar Capital Management, LLC 6
Pinnacle Family Advisors, LLC 6
Karlinski Andrew C 6
West Chester Capital Advisors, Inc 6
Sound View Wealth Advisors Group, LLC 6
Fragasso Group Inc. 6
F&V Capital Management, LLC 6
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 6
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 6
Farmers National Bank 6
Alta Capital Management Llc/ 6
Dfa Investment Trust Co - The Continental Small Company Series 6
Pensionfund Sabic 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 6
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 6
Advanced Portfolio Management, LLC 6
Sky Investment Group LLC 6
Vision Financial Markets Llc 6
TruWealth Advisors, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 6
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 6
South Ferry Capital Management, L.P. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 6
Kempen Capital Management N.v. 6
Parsec Financial Management, Inc. 6
Sigma Investment Counselors Inc 6
Berger Financial Group, Inc 6
Kernodle & Katon Asset Management Group, LLC 6
Parcion Private Wealth LLC 6
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 6
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 6
Sterling Capital Variable Insurance Funds 6
Marketfield Asset Management LLC 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional 6
Kynikos Associates LP 6
Cornerstone Advisors, LLC 6
Ascension Asset Management LLC 6
Adams Wealth Management 6
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 6
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 6
Merrion Investment Management Co, LLC 6
Aldebaran Financial Inc. 6
Greenwich Investment Management, Inc. 6
NFP Retirement, Inc. 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 6
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 6
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 6
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 6
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 6
ACSKX - American Century Investment Trust - Short Duration Fund C Class 6
Argonautica Private Wealth Management, Inc 6
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 6
Insight Advisors, LLC/ PA 6
CHIE - Global X Funds - Global X MSCI China Energy ETF 6
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 6
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 6
Hobart Private Capital, LLC 6
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 6
Octavia Wealth Advisors, LLC 6
Greystone Financial Group, LLC 6
EnCap Partners GP, LLC 6
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 6
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 6
Value Partners Investments Inc. 6
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 6
Richards, Merrill & Peterson, Inc. 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 6
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 6
Walker Asset Management, LLC 6
ESL Trust Services, LLC 6
Dinsmore Capital Management Co/nj 6
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 6
JFG Wealth Management, LLC 6
MD Financial Management Inc. 6
Grace Brothers Management Llc 6
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 6
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 6
Polar Capital Holdings Plc 6
Gallagher Fiduciary Advisors, LLC 6
Vantage Investment Partners, LLC 6
American Fidelity Dual Strategy Fund Inc 6
Resolute Advisors LLC 6
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 6
Sovereign Financial Group, Inc. 6
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 6
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 6
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 6
Premier Path Wealth Partners, LLC 6
Wealthgarden F.s. Llc 6
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 6
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 6
Lone Star Value Investors GP LLC 6
Julex Capital Management, Llc 6
Engine No. 1 Llc 6
Aurora Private Wealth, Inc. 6
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 6
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 6
Euro Pacific Asset Management, LLC 6
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 6
Castellan Group, LLC 6
Destra International & Event-driven Credit Fund 6
Parnassus Investments /ca 6
Central Securities Corp 6
Ws Management Lllp 6
Kennebec Savings Bank 6
Acrisure Capital Management, LLC 6
Everstar Asset Management, LLC 6
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 6
Alua Capital Management LP 6
Retireful, LLC 6
Wolf Group Capital Advisors 6
Swedbank 6
Hunting Hill Global Capital, LLC 6
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 6
Delta Financial Group, Inc. 6
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 6
Melqart Asset Management (uk) Ltd 6
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 6
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 6
Spectrum Advisory Services Inc 6
Heritage Family Offices, LLP 6
Mirae Asset Securities (usa) Inc. 6
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 6
Leeward Investments, LLC - MA 6
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 6
BHR Capital LLC 6
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 6
Balter Liquid Alternatives, LLC 6
Juncture Wealth Strategies, Llc 6
Flippin Bruce & Porter Inc 6
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 6
Wolf Hill Capital Management, LP 6
Bingham Osborn & Scarborough Llc 6
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 6
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 6
Investment House Llc 6
Master Basic Value Llc 6
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 6
Martin Investment Management, LLC 6
JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares 5
Winmill & Co. Inc 5
Principle Wealth Partners Llc 5
Aip Series Trust 5
Bond Portfolio Ii 5
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 5
PACIFIC SELECT FUND - Core Income Portfolio Class I 5
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 5
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 5
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 5
Nuveen Global Equity Income Fund 5
Tranquility Partners, LLC 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
Legend Financial Advisors, Inc. 5
Tradition Asset Management Llc 5
Employers Holdings, Inc. 5
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 5
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 5
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 5
Baldrige Asset Management LLC 5
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 5
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 5
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 5
Kmg Fiduciary Partners, Llc 5
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 5
Bmt Investment Advisors 5
Occidental Asset Management, LLC 5
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 5
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 5
Cohanzick Management, Llc 5
O'Brien Greene & Co. Inc 5
Surevest, LLC 5
Requisite Energy Fund I Lp 5
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 5
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 5
Full Sail Capital, LLC 5
Callodine Capital Management, LP 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
Dagco, Inc. 5
Morningstar Investment Management LLC 5
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 5
MFN Partners Management, LP 5
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 5
ERTS Wealth Advisors, LLC 5
Arabesque Asset Management Ltd 5
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 5
FLC Capital Advisors 5
CRA Financial Services, LLC 5
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB 5
Shulman DeMeo Asset Management LLC 5
Inlet Private Wealth, LLC 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 5
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 5
WATWX - WANGER ADVISORS TRUST - Wanger Select 5
Oaktree Holdings, Llc 5
AIA Investment Management Private Ltd 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 5
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 5
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 5
Clayton Partners LLC 5
Wealthstar Advisors, Llc 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 5
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 5
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 5
Brand Asset Management Group, Inc. 5
Sagil Capital Llp 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 5
Ashler Capital Llc 5
Krane Funds Advisors LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 5
Elmwood Wealth Management, Inc. 5
Acuitas Investments, LLC 5
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 5
Rheos Capital Works Inc. 5
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 5
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 5
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
SYM FINANCIAL Corp 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
Kendall Capital Management 5
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 5
Slow Capital, Inc. 5
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 5
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 5
Divergent Wealth Advisors, Llc 5
HoyleCohen, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 5
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 5
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 5
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 5
MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I 5
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 5
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 5
Lucia Wealth Services, Llc 5
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 5
Khp Capital, Llc 5
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 5
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 5
Sovarnum Capital L.p. 5
Allen Capital Group, LLC 5
Curat Global, LLC 5
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 5
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 5
Sanctuary Wealth Management, L.L.C. 5
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 5
Salient Private Client, Llc 5
Copperwynd Financial, LLC 5
Blackrock Cori Funds 5
Kalmar Pooled Investment Trust 5
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 5
Psg Capital Management Trust 5
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 5
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 5
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 5
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 5
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
Partners Group Private Equity (master Fund), Llc 5
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 5
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 5
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 5
Resource Credit Income Fund 5
IEV - iSHARES TRUST - iShares Europe ETF 5
First Trust New Opportunities Mlp & Energy Fund 5
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 5
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 5
Bmc Fund Inc 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 5
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 5
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 5
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 5
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 5
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 5
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 5
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 5
First Trust Mlp & Energy Income Fund 5
Tax-managed Global Small-cap Portfolio 5
Oppenheimer Dividend Opportunity Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 5
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
John Hancock Tax-advantaged Global Shareholder Yield Fund 5
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 5
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 5
Global Macro Portfolio - Global Macro Portfolio 5
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 5
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 5
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 5
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 5
GOODX - GoodHaven Funds Trust - GoodHaven Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
Salient Midstream & Mlp Fund 5
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 5
Kayne Anderson Energy Development Co 5
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 5
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 5
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 5
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 5
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 5
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 5
Bmt Investment Funds 5
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 5
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 5
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 5
MIDSX - Midas Series Trust - Midas Fund 5
Dreyfus Funds Inc 5
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 5
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 5
Context Capital Funds 5
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 5
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 5
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 5
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 5
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 5
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 5
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 5
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 5
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 5
Morgan Stanley Emerging Markets Debt Fund Inc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 5
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 5
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 5
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 5
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 5
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 5
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 5
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 5
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 5
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 5
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 5
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 5
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 5
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 5
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 5
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares 5
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 5
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 5
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 5
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares 5
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 5
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 5
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 5
Nuveen High Income December 2018 Target Term Fund 5
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
Large-cap Value Portfolio 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 5
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 5
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 5
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 5
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 5
Mb, Levis & Associates, Llc 5
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 5
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 5
Oppenheimer Senior Floating Rate Plus Fund 5
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 5
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 5
Oppenheimer Senior Floating Rate Fund 5
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 5
Oppenheimer Rochester California Municipal Fund 5
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O 5
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 5
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 5
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 5
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 5
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 5
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 5
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 5
Voya Asia Pacific High Dividend Equity Income Fund 5
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 5
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 5
Columbus Macro, LLC 5
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 5
Invesco Senior Income Trust 5
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 5
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 5
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 5
Oppenheimer Capital Appreciation Fund 5
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 5
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 5
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 5
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 5
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 5
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 5
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 5
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 5
Invesco Senior Loan Fund 5
Allied Investment Advisors, LLC 5
Lester Murray Antman dba SimplyRich 5
Fulcrum Capital LLC 5
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 5
Pratt Collard Advisory Partners LLC 5
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 5
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 5
Beaton Management Co. Inc. 5
Amussen Hunsaker Associates Llc 5
Algebris (uk) Ltd 5
Cantor Fitzgerald Investment Adviser L.p. 5
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 5
TOWER TRUST & INVESTMENT Co 5
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
Corient IA LLC 5
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 5
FEMEX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Europe, Middle East, Africa (EMEA) Fund 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
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 5
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 5
Security Asset Management 5
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 5
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 5
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 5
Ullmann Financial Group, Inc. 5
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 5
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 5
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 5
Steel Canyon Capital, LLC 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
WP Advisors, LLC 5
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 5
Abbrea Capital, LLC 5
Pier 88 Investment Partners Llc 5
Equity Investment Corp 5
Paragon Wealth Strategies, LLC 5
Robinson Value Management, Ltd. 5
CPMG Inc 5
O'Brien Wealth Partners LLC 5
Arthur Zaske & Associates, LLC 5
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 5
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 5
Arvest Trust Co N A 5
COLO - Global X Funds - Global X MSCI Colombia ETF 5
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 5
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 5
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 5
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 5
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 5
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 5
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 5
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 5
Blenheim Capital Management, L.L.C. 5
Calypso Capital Management, LP 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
Fiduciary Asset Management Llc 5
Silver Rock Financial LP 5
Morris Capital Advisors, LLC 5
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares 5
Seamans Capital Management, LLC 5
FARRX - Franklin Investors Securities Trust - Franklin Real Return Fund Advisor Class 5
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 5
Lombard Odier & Cie (Bahamas) Ltd 5
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 5
Md Sass Investors Services Inc 5
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 5
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 5
Quaker Capital Investments, LLC 5
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 5
Cortland Advisers Llc 5
Mizuho Bank, Ltd. 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
Otter Creek Advisors, LLC 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 5
Partners Group Holding AG 5
Trevor Stewart Burton & Jacobsen Inc 5
Chubb Corp 5
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 5
Zweig Advisers Llc 5
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 5
Carleon Capital Partners LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 5
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
Man Investments (CH) AG 5
Harber Asset Management Llc 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 5
Cs Mckee Lp 5
Twin Focus Capital Partners, Llc 5
Washburn Capital Management, Inc. 5
Belmont Capital, LLC 5
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 5
Atika Capital Management LLC 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 5
Yale University 5
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 5
Farmstead Capital Management, LLC 5
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 5
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 5
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
MKP Capital Management, L.L.C. 5
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 5
Camden Asset Management L P /ca 5
Wills Financial Group, Inc. 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
Citizens & Northern Corp 5
Scharf Investments, Llc 5
Institutional Capital Llc 5
Qualcomm Inc/de 5
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 5
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 5
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
Alta Fundamental Advisers LLC 5
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 5
DLS Capital Management, LLC 5
Yahoo Inc 5
Vontobel Swiss Wealth Advisors AG 5
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A 5
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 5
Verger Capital Management LLC 5
Wingspan Investment Management, LP 5
GROW Partners, LLC 5
Riversville Capital, Inc. 5
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 5
FOURPOINTS Investment Managers, S.A.S. 5
EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF 5
Gagnon Advisors, LLC 5
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 5
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 5
Ramsey Quantitative Systems 5
Advisors Management Group Inc /adv 5
CMT Asset Management Ltd 5
National Investment Services Inc /wi 5
Sunnymeath Asset Management, Inc. 5
Sab Capital Management Lp 5
HPS Investment Partners, LLC 5
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 5
Palogic Value Management, L.P. 5
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 5
Pear Tree Advisors Inc 5
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 5
VISEX - VALIC Co II - International Opportunities Fund 5
VACVX - VALIC Co II - Large Cap Value Fund 5
JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV 5
Argent Trust Company, N.a. 5
JHVIX - John Hancock Funds II - International Value Fund Class NAV 5
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 5
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 5
Lombard Odier Transatlantic, Limited Partnership 5
10-15 Associates, Inc. 5
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 5
Fiduciary Services Corp/ga 5
Alydar Partners Llc 5
StepStone Group LP 5
Manikay Partners, LLC 5
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 5
Bellecapital International Ltd. 5
Dudley & Shanley, Inc. 5
Wendell David Associates Inc 5
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 5
American Asset Management Inc. 5
Silver Lake Advisory, LLC 5
TB Alternative Assets Ltd. 5
Biltmore Wealth Management, LLC 5
MITSUBISHI UFJ SECURITIES (USA), Inc. 5
Fagan Associates, Inc. 5
Efficient Market Advisors, LLC 5
Btr Capital Management Inc 5
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 5
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 5
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 5
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 5
Pyrrho Capital Management, LP 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
Militia Capital Partners, LP 5
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 5
Holland Capital Management Llc 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 5
Origin Asset Management LLP 5
Legacy Capital Partners, Inc. 5
Howard Wealth Management, Llc 5
Pinnacle Wealth Management Advisory Group, LLC 5
Braver Wealth Management, LLC 5
Private Harbour Investment Management & Counsel, LLC 5
Bislett Management, Llc 5
EagleClaw Capital Managment, LLC 5
Sensato Investors LLC 5
Professional Financial Advisors, LLC 5
Marks Group Wealth Management, Inc 5
Advanced Research Investment Solutions, Llc 5
Soros Capital Management Llc 5
Renaissance Investment Group LLC 5
Investment Research & Advisory Group, Inc. 5
Rosenbaum Jay D. 5
Armor Advisors, L.l.c. 5
Visionary Wealth Advisors 5
Blueprint Investment Partners LLC 5
Lawson Kroeker Investment Management Inc/ne 5
Swarthmore Group Inc 5
Thompson Rubinstein Investment Management Inc /or/ 5
Nepsis, Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
Nixon Peabody Trust Co 5
Capital City Trust Co/fl 5
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 5
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 5
Sowa Financial Group, Inc. 5
Stolper Co 5
TOWER TRUST Co 5
Stillwater Capital Advisors, LLC 5
Endex Capital Management Llc 5
FBR & Co. 5
Hamlin Capital Management, LLC 5
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 5
E Fund Management (Hong Kong) Co., Ltd. 5
TT International Asset Management LTD 5
Evanson Asset Management, LLC 5
Consolidated Investment Group LLC 5
Accuvest Global Advisors 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 5
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 5
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 5
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 5
WMKGX - WESMARK FUNDS - WesMark Growth Fund 5
RiverPark Advisors, LLC 5
Bennicas & Associates, Inc. 5
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 5
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 5
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 5
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 5
Security National Bank Of Sioux City Iowa /ia/ 5
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 5
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 5
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 5
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 5
SignalPoint Asset Management, LLC 5
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 5
Chemung Canal Trust Co 5
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 5
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 5
Twin Securities, Inc. 5
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
Canandaigua National Corp 5
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 5
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 5
NFC Investments, LLC 5
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 5
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 5
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 5
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 5
L1 Capital Pty Ltd 5
Carl Domino Inc 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
Kirr Marbach & Co Llc /in/ 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 5
Advisor OS, LLC 5
Ambs Investment Counsel Llc 5
Advanced Investment Partners, LLC 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
Aster Investment Management Co Inc 5
Marque Millennium Capital Management Lcc 5
United Bank, Inc. 5
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 5
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 5
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 5
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 5
Norris Perne & French Llp/mi 5
Barry Investment Advisors, LLC 5
Randolph Co Inc 5
Wealth Advisory Solutions, LLC 5
Shelter Ins Retirement Plan 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
ACVF - ETF Opportunities Trust - American Conservative Values ETF 5
Susquehanna Trust & Investment Co 5
Journey Advisory Group, LLC 5
Windward Capital Management Co /ca 5
Northstar Advisory Group, LLC 5
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 5
RQSI Ltd 5
TrueWealth Advisors, LLC 5
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 5
Kanawha Capital Management Llc 5
Financial Avengers, Inc. 5
Monticello Wealth Management, Llc 5
Eads & Heald Wealth Management 5
OneAscent Wealth Management LLC 5
Lumature Wealth Partners, LLC 5
Badgley Phelps & Bell Inc 5
Hershey Trust Co 5
Junson Asset Management (Hong Kong) Ltd 5
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 5
Arctis Global LLC 5
Financial Advisory Group 5
Inr Advisory Services Llc 5
Chou Associates Management Inc. 5
SOL Capital Management CO 5
Berry Street Capital Management LLP 5
Cadent Capital Advisors, LLC 5
Hokanson Associates, Inc. 5
Hill City Capital, LP 5
Cardinal Capital Management 5
Guardian Investment Management 5
Falcon Point Capital, Llc 5
MBL Wealth, LLC 5
Anomaly Capital Management, LP 5
Ascendant Capital Management, LLC 5
Colonial River Wealth Management, LLC 5
InTrack Investment Management Inc 5
Laird Norton Trust Company, Llc 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 5
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 5
Encompass Wealth Advisors, Llc 5
Timelo Investment Management Inc. 5
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 5
IronBridge Private Wealth, LLC 5
Everhart Financial Group, Inc. 5
Bard Financial Services, Inc. 5
Constellation Wealth Advisors, LLC 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
Financial Partners Capital Management Llc 5
JGP Global Gestao de Recursos Ltda. 5
Gries Financial Llc 5
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 5
NB Crossroads Private Markets Access Fund LLC 5
Ncm Capital Management Group Inc 5
First Commonwealth Financial Corp /pa/ 5
WealthTrust Asset Management, LLC 5
S. R. Schill & Associates 5
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 5
Cowen Prime Advisors LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 5
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 5
Boit C F David 5
Atw Spac Management Llc 5
Mcdaniel Terry & Co 5
FOMO - Collaborative Investment Series Trust - FOMO ETF 5
APG Asset Management US Inc. 5
Cypress Capital Management Llc 5
Watershed Asset Management, L.L.C. 5
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 5
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares 5
JB Capital LLC 5
VPR Management LLC 5
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 5
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 5
Pictet North America Advisors SA 5
TKG Advisors, LLC 5
J2 Capital Management Inc 5
Concourse Capital Management, LLC 5
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 5
HM Capital Management, LLC 5
Ahl Investment Management, Inc. 5
Vazirani Asset Management LLC 5
Zimmermann Investment Management & Planning Llc 5
Sandy Cove Advisors, LLC 5
Cross Staff Investments Inc 5
Hedges Asset Management LLC 5
Norwood Financial Corp 5
Carson Advisory Inc. 5
Kopernik Global Investors, LLC 5
Holos Integrated Wealth LLC 5
Investment Partners, Ltd. 5
OPTIMAS CAPITAL Ltd 5
Kenfarb & Co. 5
RE Dickinson Investment Advisors, LLC 5
Patient Capital Management, LLC 5
Sender Co & Partners, Inc. 5
Settian Capital LP 5
Peloton Wealth Strategists 5
Resolute Capital Asset Partners LLC 5
Carronade Capital Management, LP 5
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 5
Seaport Global Advisors, LLC 5
Boys Arnold & Co Inc 5
Guardian Wealth Management, Inc. 5
Sendero Wealth Management, LLC 5
Verus Financial Partners, Inc. 5
Oak Harbor Wealth Partners, Llc 5
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 5
Bullseye Investment Management, LLC 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 5
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 5
Semper Augustus Investments Group Llc 5
Baxter Bros Inc 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 5
Fishman Jay A Ltd/mi 5
SFE Investment Counsel 5
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 5
Summitry Llc 5
Smallwood Wealth Investment Management, LLC 5
My Legacy Advisors, LLC 5
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 5
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 5
Gibbs Wealth Management 5
Cyrus J. Lawrence, LLC 5
London Co Of Virginia 5
Commons Capital, Llc 5
Angeles Wealth Management, Llc 5
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 5
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 5
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 5
Cooke & Bieler Lp 5
Tt International 5
Heritage Financial Services, LLC 5
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 5
Scheer, Rowlett & Associates Investment Management Ltd. 5
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I 5
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 5
Transatlantique Private Wealth Llc 5
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 5
Haverford Financial Services, Inc. 5
QVT Financial LP 5
Schaller Investment Group Inc 5
Lafayette Investments, Inc. 5
Quantum Financial Advisors, LLC 5
George Kaiser Family Foundation 5
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 5
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 5
Starr International Co Inc 5
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 5
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 5
Post Oak Energy Holdings, LLC 5
GRATRY & Co LLC 5
Roberts Glore & Co Inc /il/ 5
Tran Capital Management, L.p. 5
Ar Asset Management Inc 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
Barr E S & Co 5
Fund 1 Investments, LLC 5
Creative Capital Management Investments LLC 5
Catalyst Financial Partners Llc 5
Edgar Lomax Co/va 5
Appaloosa Management Lp 5
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 5
Para Advisors Llc 5
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 5
Limestone Investment Advisors LP 5
Forge First Asset Management Inc. 5
RIA Advisory Group LLC 5
Michelson Medical Research Foundation, Inc. 5
Bowen Hanes & Co Inc 5
Dudley Capital Management, Llc 5
Capital Group Investment Management Pte. Ltd. 5
Old Republic International Corp 5
Davis Investment Partners, LLC 5
Cbre Clarion Securities Llc 5
TGN - Investment Managers Series Trust II - AXS Brendan Wood TopGun Index ETF 5
Cornerstone Capital Management Llc 5
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 5
American Century Investment Management Inc 5
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 5
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 5
Baron Wealth Management LLC 5
Empery Asset Management, LP 5
Signia Capital Management Llc 5
TSP Capital Management Group, LLC 5
Klr Investment Advisors, Llc 5
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 5
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 5
Strategic Value Partners, LLC 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 5
Slagle Financial, LLC 5
Guidance Capital, Inc 5
Northwest Bank & Trust Co 5
Claren Road Asset Management, LLC 5
Hibernia Wealth Partners, LLC 5
ROE - EA Series Trust - Astoria US Quality Kings ETF 5
Knighthead Capital Management, LLC 5
Litespeed Management, L.L.C. 5
Fine Capital Partners, L.P. 5
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 5
Tritonpoint Wealth, Llc 5
Peirce Capital Management, LLC 5
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 5
Advantage Trust Co 5
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 5
Trafelet Brokaw Capital Management, L.p. 5
Focus Financial Network Inc /adv 5
Gold Investment Management Ltd. 5
EnRich Financial Partners LLC 5
Zuckerman Investment Group, LLC 5
Bulltick Wealth Management, LLC 5
Sunpointe, LLC 5
Sierra Summit Advisors Llc 5
Natixis ETF Trust - Natixis Gateway Quality Income ETF 5
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 5
True Vision MN LLC 5
Leo Wealth, LLC 5
Accent Capital Management, LLC 5
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 5
Livelsberger Financial Advisory 5
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 5
JBR Co Financial Management Inc 5
MGB Wealth Management, LLC 5
Fairway Wealth LLC 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF 5
49 Wealth Management, Llc 5
Atlanta Consulting Group Advisors, LLC 5
TruNorth Capital Management, LLC 5
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 5
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 5
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 5
Fullcircle Wealth Llc 5
Ping Capital Management, Inc. 5
Fairscale Capital, LLC 5
Carrera Capital Advisors 5
Matlinpatterson Global Advisers Llc 5
Concord Asset Management, LLC/VA 5
American Alpha Advisors, LLC 5
Capital Group KKR Multi-Sector (plus) 5
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 5
Birch Run Capital Advisors, LP 5
Independent Solutions Wealth Management, LLC 5
ELCV - Strategy Shares - Eventide High Dividend ETF 5
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 5
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 5
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 5
Bank of Jackson Hole Trust 5
Fedenia Advisers LLC 5
Madison Investment Advisors, LLC 5
Greykasell Wealth Strategies, Inc. 5
Generali Investments, Management Co LLC 5
Financially Speaking Inc 5
AssuredPartners Investment Advisors, LLC 5
Rahlfs Capital, Llc 5
Redwood Park Advisors LLC 5
Aware Super Pty Ltd as trustee of Aware Super 5
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 5
Texas Bank & Trust Co 5
Pinney & Scofield, Inc. 5
Osmium Partners, LLC 5
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 5
Total Wealth Planning & Management, Inc. 5
Wealthedge Investment Advisors, Llc 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 5
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 5
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 5
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 5
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 5
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 5
MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A 5
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 5
Ambassador Advisors, LLC 5
Xcel Wealth Management, LLC 5
TCF National Bank 5
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 5
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 5
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 5
Montgomery Street Income Securities, Inc 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 5
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 4
City Center Advisors, LLC 4
Regis Management CO LLC 4
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 4
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Foster Victor Wealth Advisors, LLC 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
Chris Bulman Inc 4
Financial Insights, Inc. 4
Radoff Bradley Louis 4
Dohj, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Diversify Wealth Management, Llc 4
Fairfield Financial Advisors, LTD 4
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 4
Lansdowne Partners Austria Gmbh 4
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 4
Acropolis Investment Management, LLC 4
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 4
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 4
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
Adirondack Funds 4
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 4
Valley Forge Fund Inc 4
Teewinot Capital Advisers, L.L.C. 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
City Of London Investment Management Co Ltd 4
General Partner, Inc. 4
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 4
New Vernon Investment Management Llc 4
Vermillion Asset Management LLC 4
Van Strum & Towne Inc. 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 4
Heritage Oak Wealth Advisors Llc 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
Tableaux Llc 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
Atlanta Capital Management Co L L C 4
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 4
FourWorld Capital Management LLC 4
Essex LLC 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
Howard Capital Management 4
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 4
Perennial Investment Partners LTD 4
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 4
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 4
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 4
Sand Hill Global Advisors, LLC 4
Towerview Llc 4
Cowen Investment Management LLC 4
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 4
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 4
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 4
Tempus Wealth Planning, LLC 4
Strategic Global Income Fund Inc 4
Tcfg Wealth Management, Llc 4
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 4
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 4
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 4
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 4
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 4
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
Academy Capital Management Inc/tx 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 4
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 4
Keane Capital Partners, LLC 4
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Apeiron RIA LLC 4
Systrade AG 4
Carnegie Lake Advisors LLC 4
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 4
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 4
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 4
Scopia Capital Management Lp 4
Atwater Malick LLC 4
RKL Wealth Management LLC 4
Acorn Financial Advisory Services Inc /adv 4
Safe Harbor Fiduciary, LLC 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Piedmont Investment Trust 4
Zazove Convertible Securities Fund Inc 4
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
Fulcrum Asset Management LLP 4
Brophy Wealth Management, LLC 4
DSG Capital Advisors, LLC 4
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 4
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 4
Pine Brook Road Advisors, L.P. 4
Capital Group KKR Core Plus (plus) 4
Grant Street Asset Management, Inc. 4
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 4
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 4
Wallington Asset Management, LLC 4
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 4
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 4
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 4
PayPay Securities Corp 4
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 4
Credo Capital Management, LLC 4
TBH Global Asset Management, LLC 4
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 4
Goldstein Advisors, LLC 4
Marketocracy Funds 4
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 4
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 4
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 4
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 4
Corundum Group, Inc. 4
EEMD - ETF Series Solutions - AAM S&P Emerging Markets High Dividend Value ETF 4
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
Arcadia Investment Advisors Llc 4
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 4
Scotia Asset Management L.P. 4
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 4
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 4
Northwest Bancshares, Inc. 4
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 4
M.e. Allison & Co., Inc. 4
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 4
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 4
Orca Wealth Management, LLC 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
Arkfeld Wealth Strategies, L.L.C. 4
Five Oceans Asset Management LTD 4
Crumly & Associates Inc. 4
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 4
Koesten, Hirschmann & Crabtree, INC. 4
Columbia Etf Trust 4
Sand Grove Capital Management LLP 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Guardian Partners Inc. 4
Forest Avenue Capital Management LP 4
MRP Capital Investments, LLC 4
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 4
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
Guardian Variable Products Trust - Guardian International Value VIP Fund 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 4
Arista Wealth Management, LLC 4
Delap Wealth Advisory, Llc 4
Jupiter Wealth Management LLC 4
Sovran Advisors, LLC 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
Cypress Wealth Advisors LLC 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
Roxbury Financial LLC 4
ACR Alpine Capital Research, LLC 4
Aston Asset Management, LLC 4
Avos Capital Management, LLC 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 4
Abner Herrman & Brock Llc 4
Wealth Management Associates, Inc. 4
American Assets Inc 4
Drum Hill Capital, LLC 4
Menlo Advisors Llc 4
C2C Wealth Management, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4
Signet Investment Advisory Group, Inc. 4
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 4
Matthew 25 Management Corp 4
Haven Private, LLC 4
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 4
Continental General Insurance Co 4
First Reserve GP XII Ltd 4
Ccm Investment Advisers Llc 4
Grandview Asset Management LLC 4
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 4
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 4
Valtura Capital Partners LLC 4
Emerson Investment Management, Llc 4
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 4
Permit Capital, LLC 4
Telemus Investment Management, LLC 4
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 4
Brooks, Moore & Associates, Inc. 4
Elefante Michael B 4
Nut Tree Capital Management, LP 4
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 4
Libra Advisors Llc 4
Capital Advantage, Inc. 4
Fsb Premier Wealth Management, Inc. 4
Barber Financial Group, Inc. 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 4
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 4
Three Bays Capital Lp 4
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 4
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
European Equity Fund, Inc / Md 4
UNIVEST FINANCIAL Corp 4
Templeton Emerging Markets Fund 4
Retirement Investment Advisors, Inc. 4
Econ Financial Services Corp 4
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 4
ESDIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Select Fund Institutional Class 4
Packer & Co Ltd 4
Live Oak Investment Partners 4
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 4
Bridgewealth Advisory Group, LLC 4
Aberdeen Funds - Aberdeen Income Builder Fund Class A 4
Silverlake Wealth Management Llc 4
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 4
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
Port Capital LLC 4
Tower View Investment Management & Research LLC 4
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 4
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 4
Multi-strategy Growth & Income Fund 4
Boulegeris Investments, Inc. 4
Ruedi Wealth Management, Inc. 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 4
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 4
Affiance Financial, LLC 4
Community Bank of Raymore 4
Capstone Financial Group, Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 4
Burkehill Global Management, LP 4
Sompo Japan Nipponkoa Asset Management Co.,ltd. 4
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 4
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 4
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 4
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
Cravens & Co Advisors, LLC 4
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 4
Butensky & Cohen Financial Security, Inc 4
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 4
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 4
Forefront Wealth Management Inc. 4
Mercuria Capital Strategies, LLC 4
Capital Planning Advisors, LLC 4
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 4
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 4
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 4
Artisan Partners Holdings Lp 4
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 4
Dfa Investment Trust Co - The Asia Pacific Small Company Series 4
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 4
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 4
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 4
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 4
Diversified Real Asset Income Fund 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
Vector Wealth Management, Llc 4
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 4
Cognios Beta Neutral Large Cap Fund, Lp 4
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 4
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 4
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 4
Burgundy Asset Management Ltd. 4
TORYX - Torray Fund - The Torray Fund Torray Fund 4
Mcclain Value Management Llc 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
Windsor Creek Advisors, Llc 4
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 4
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 4
VEMY - Virtus ETF Trust II - Virtus Stone Harbor Emerging Markets High Yield Bond ETF 4
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 4
Oppenheimer Steelpath Mlp Funds Trust 4
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 4
Bill Few Associates, Inc. 4
Blackrock Munivest Fund, Inc. 4
Gillespie Robinson & Grimm Inc 4
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
Pinnacle Private Wealth, LLC 4
GenTrust, LLC 4
Grisanti Capital Management LLC 4
Dougherty Wealth Advisers LLC 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
Bernzott Capital Advisors 4
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 4
Blankinship & Foster, LLC 4
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 4
Rowland & Co Investment Counsel/adv 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 4
Bridge Creek Capital Management LLC 4
Watermark Asset Management, Inc. 4
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 4
VestGen Advisors, LLC 4
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 4
Latimer Light Capital, L.P. 4
Fcm Investments/tx 4
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
Tiger Global Management Llc 4
Columbia Funds Variable Insurance Trust I 4
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 4
Lifestyle Asset Management, Inc. 4
Kercheville Advisors, LLC 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
First Trust High Yield Opportunities 2027 Term Fund 4
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 4
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 4
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 4
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 4
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 4
Round Table Services, LLC 4
DIP - ETF Series Solutions - BTD Capital Fund 4
Northstar Wealth Partners LLC 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 4
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 4
Stuyvesant Capital Management 4
Moser Wealth Advisors, LLC 4
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 4
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 4
Hc Financial Advisors Inc 4
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 4
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 4
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 4
Cim, Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 4
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund 4
RK Capital Management, LLC/FL 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
VCFVX - VALIC Co I - International Value Fund 4
Austin Private Wealth, LLC 4
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 4
Cg Funds Trust 4
Successful Portfolios LLC 4
Valicenti Advisory Services Inc 4
Westwood Management Corp /il/ 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
First Merchants Corp 4
Advisory Resource Group 4
RD Lewis Holdings, Inc. 4
Sound View Wealth Advisors, Llc 4
Ursa Fund Management, LLC 4
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 4
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 4
UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P 4
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund 4
Consolidated Portfolio Review Corp 4
Avalon Trust Co 4
Blue Fin Capital, Inc. 4
Triton Wealth Management, PLLC 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
Primoris Wealth Advisors, Llc 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
Gateway Advisory, LLC 4
Claudia M.p. Batlle, Crp (r) Llc 4
Yorktown Energy Partners VI LP 4
ABLE Financial Group, LLC 4
Wharton Business Group, LLC 4
Arena Capital Advisors, LLC- CA 4
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 4
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 4
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 4
Ruggaard & Associates LLC 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 4
Biondo Investment Advisors, LLC 4
La Banque Postale Asset Management SA 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
Vestpro Financial Partners, Inc. Dba Cpf Texas 4
VAVAX - VALIC Co I - Value Fund 4
GSB Wealth Management, LLC 4
Ttp Investments, Inc. 4
Next Century Growth Investors Llc 4
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 4
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 4
Ewa, Llc 4
Wealth Effects Llc 4
ULTRA SERIES FUND - High Income Fund Class I 4
Kahn Brothers Group Inc /de/ 4
Platform Technology Partners 4
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 4
Shah Capital Management 4
Solus Alternative Asset Management LP 4
Greenhouse Funds LLLP 4
Cox Capital Mgt LLC 4
Birch Grove Capital LP 4
Montage Investments, Llc 4
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 4
MSH Capital Advisors LLC 4
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 4
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 4
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 4
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 4
White Pine Investment CO 4
Blackrock Municipal 2030 Target Term Trust 4
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 4
Public Investment Fund 4
Compton Wealth Advisory Group, LLC 4
HCR Wealth Advisors 4
Perpetual Investment Management Ltd 4
Asset Advisors Corp 4
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 4
Gardner Russo & Quinn Llc 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
Century Capital Management Trust 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 4
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 4
Nan Shan Life Insurance Co., Ltd. 4
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 4
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 4
Valmark Advisers, Inc. 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
Oak Harvest Investment Services 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
Security Benefit Life Insurance Co /ks/ 4
Trishield Capital Management LLC 4
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
David J Yvars Group 4
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
Foster Group, Inc. 4
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 4
Lagoda Investment Management, L.P. 4
Farmers & Merchants Trust Co of Long Beach 4
Dumac, Inc. 4
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
Mjp Associates Inc /adv 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 4
Templeton Dragon Fund Inc 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
JBJ Investment Partners, LLC 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 4
Rand Wealth, Llc 4
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 4
MAS Advisors LLC 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
Atlas Brown,Inc. 4
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 4
Rangeley Capital, LLC 4
IVC Wealth Advisors LLC 4
Blue Square Asset Management, Llc 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
Congress Park Capital LLC 4
Castlerock Asset Management Inc 4
Georgetown University 4
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 4
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 4
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 4
Wedgewood Investors Inc /pa/ 4
Franklin Mutual Advisers Llc 4
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 4
Narwhal Capital Management 4
Kaizen Financial Strategies 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
Northroad Capital Management Llc 4
Wealth Management Partners, LLC 4
Greytown Advisors Inc. 4
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 4
Excelsia, Inc. 4
Argyle Capital Management Inc. 4
Stone Harbor Emerging Markets Income Fund 4
Monarch Alternative Capital LP 4
Kavar Capital Partners Group, Llc 4
Wood Asset Management Inc 4
Leverage Partners Absolute Return Fund SPC 4
Waycross Partners, Llc 4
Financial Management Network Inc 4
Alta Wealth Advisors LLC 4
ARS Wealth Advisors, LLC 4
Aquila Investment Management LLC 4
SBB Research Group LLC 4
Schulhoff & Co Inc 4
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 4
James Hambro & Partners 4
Cairn Investment Group, Inc. 4
New Republic Capital, LLC 4
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 4
Yorktown Energy Partners IX, L.P. 4
AWM Investment Company, Inc. 4
Hammer Asset Management, LLC 4
Midwest Wealth Management Inc. 4
Argus Investors' Counsel, Inc. 4
Renasant Bank 4
RMG Wealth Management LLC 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
First Trust/aberdeen Global Opportunity Income Fund 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 4
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 4
Brookfield Mortgage Opportunity Income Fund Inc. 4
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 4
Meghalaya Partners, L.p. 4
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 4
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 4
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
Sequent Asset Management, LLC 4
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 4
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 4
Beaumont Financial Partners, LLC 4
Stellar Capital Management, LLC 4
Oneamerica Funds Inc 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
Partners Capital Investment Group, Llp 4
Cooper/haims Advisors, Llc 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 4
Riverpark Capital Management Llc 4
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 4
Curated Wealth Partners LLC 4
Potomac Capital Management, Inc. 4
Capital Insight Partners, Llc 4
Fidelity Multi-Strategy Credit Fund 4
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 4
First Trust Enhanced Equity Income Fund 4
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
Titan Global Capital Management Usa Llc 4
Consultiva Wealth Management, Corp. 4
Green Harvest Asset Management LLC 4
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
Springbank Value Partners Lp 4
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 4
Value Holdings Lp 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
Vista Wealth Management Group, LLC 4
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
Abundance Wealth Counselors 4
Boltwood Capital Management 4
Prosperity Wealth Management, Inc. 4
RBA Wealth Management, LLC 4
Blue Chip Partners, Inc. 4
First Trust/aberdeen Emerging Opportunity Fund 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 4
Waterfront Wealth Inc. 4
Ronit Capital LLP 4
Alpha Family Trust 4
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 4
Cunning Capital Partners, LP 4
Urban Wealth Management, LLC 4
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 4
LGT Fund Management Co Ltd. 4
Caspian Capital Lp 4
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 4
SoftVest Advisors, LLC 4
Fluent Financial, LLC 4
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 4
PCG Wealth Advisors, LLC 4
WFA Asset Management Corp 4
Tema ETF Trust - Tema Global Royalties ETF 4
Bar Harbor Trust Services 4
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 4
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 4
LFA - Lugano Financial Advisors SA 4
Trees Investment Counsel Llc 4
Armstrong Shaw Associates Inc/ct 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 4
Sage Private Wealth Group, Llc 4
Eii Capital Management, Inc. 4
Alamar Capital Management, LLC 4
Cladis Investment Advisory, LLC 4
Northwestern University 4
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 4
Crabel Capital Management, LLC 4
Breithorn Capital Management 4
Maridea Wealth Management LLC 4
XML Financial, LLC 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
First Trust Bank, Ltd. 4
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 4
Lorne Steinberg Wealth Management Inc. 4
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 4
Country Club Bank /gfn 4
Rothschild & Co Wealth Management UK Ltd 4
ARK Investment Management LLC 4
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 4
Ranger International Management, LP 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
D. E. Shaw & Co, L.p. 4
Putney Financial Group LLC 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
Garnet Equity Capital Holdings, Inc. 4
Financiere des Professionnels - Fonds d,investissement inc. 4
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 4
Adams Street Partners Llc 4
Arnhold LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 4
Mangrove Partners Master Fund, Ltd. 4
Willis Johnson & Associates, Inc. 4
Oppenheimer Global Multi-asset Income Fund 4
Davis-rea Ltd. 4
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 4
Granby Capital Management, LLC 4
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 4
Forester Capital Management, LTD 4
Andalusian Capital Partners, Lp 4
China Universal Asset Management Co., Ltd. 4
Smithwood Advisers, L.P. 4
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 4
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 4
Capital Management Corp /va 4
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 4
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
Wilkinson Global Asset Management LLC 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 4
Altman Advisors, Inc. 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 4
Egerton Capital (UK) LLP 4
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 4
CFO4Life, L.P. 4
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 4
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 4
Roffman Miller Associates Inc /pa/ 4
Steadfast Alcentra Global Credit Fund 4
Next Level Private LLC 4
Newfoundland Capital Management 4
Hudson Portfolio Management LLC 4
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 4
Chemistry Wealth Management LLC 4
CVRD - Madison ETFs Trust - Madison Covered Call ETF 4
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 4
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
Fermata Advisors, LLC 4
Truepoint, Inc. 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 4
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 4
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
Stonnington Group, Llc 4
Regiment Capital Management LLC 4
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV 4
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 4
GGIIX - GuideStone Funds - Global Impact Fund Investor 4
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 4
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 4
Hutchens & Kramer Investment Management Group, LLC 4
First Trust Energy Infrastructure Fund 4
Glynn Capital Management Llc 4
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 4
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 4
LNGG - Listed Funds Trust - Roundhill Alerian LNG ETF 4
Rivernorth Marketplace Lending Corp 4
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 4
SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund 4
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF 4
BOSS - Global X Funds - Global X Founder-Run Companies ETF 4
Mezzasalma Advisors, LLC 4
Towle & Co 4
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 4
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 4
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 4
Barbara Oil Co. 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 4
P.a.w. Capital Corp 4
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 4
Woodard & Co Asset Management Group Inc /adv 4
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 4
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 4
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 4
Adams Hill Capital Llc 4
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 4
AFK - VanEck Vectors ETF Trust - VanEck Vectors Africa Index ETF 4
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 4
Crossvault Capital Management LLC 4
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
Pinnacle Wealth Advisors 4
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 4
Liberty Capital Management, Inc. 4
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 4
UBPIX - Profunds - Ultralatin America Profund Investor Class 4
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 4
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 4
Harvey Partners, LLC 4
Eos Management, L.P. 4
Mirador Capital Partners LP 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 4
Arvest Bank Trust Division 4
SeaStone Capital Management, L.P. 4
Thomas Story & Son Llc 4
New Potomac Partners, LLC 4
Stralem & Co Inc 4
Caldwell Investment Management Ltd. 4
First Sabrepoint Capital Management Lp 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 4
LJI Wealth Management, LLC 4
GKV Capital Management Co., Inc. 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
LaFleur & Godfrey LLC 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
Numina Capital Management, LLC 4
National Rural Electric Cooperative Association 4
Mandatum Life Insurance Co Ltd 4
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 4
Cabot Wealth Management Inc 4
Mcrae Capital Management Inc 4
Corriente Advisors, LLC 4
LVHE - Legg Mason ETF Investment Trust - Legg Mason Emerging Markets Low Volatility High Dividend ETF 4
Glenhill Advisors Llc 4
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 4
Western Asset Diversified Income Fund 4
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 4
Raven Rock Capital Management, Llc 4
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 4
FORH - ETF Opportunities Trust - Formidable ETF 4
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 4
Cedar Hill Associates, Llc 4
KC Investment Advisors, LLC 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Key Colony Management, LLC 4
BlackRock ESG Capital Allocation Trust 4
Smithbridge Asset Management Inc/de 4
Trueblood Wealth Management, LLC 4
Barnes Dennig Private Wealth Management LLC 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 4
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 4
First National Bank of Mount Dora, Trust Investment Services 4
Lakeshore Capital, LLC 4
Speece Thorson Capital Group Inc 4
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 4
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 4
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 4
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 4
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 4
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 4
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 4
Knightsbridge Asset Management, Llc 4
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 4
Underhill Investment Management Llc 4
Alerus Investment Advisors Corp 4
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 4
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 4
Lone Pine Capital Llc 4
Amici Capital, LLC 4
Graybill Bartz & Assoc Ltd 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
Astoria Portfolio Advisors LLC. 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 4
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 4
Taika Capital, LP 4
Vivid Wealth Management, LLC 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
Southpoint Capital Advisors LP 4
Philip James Wealth Mangement, LLC 4
GMOIX - GMO TRUST - GMO International Equity Fund Class III 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
Trust CO of the Ozarks 4
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 4
Dupree Financial Group, LLC 4
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 4
Elevated Capital Advisors, LLC 4
Capital Investment Counsel, Inc 4
Mik Capital Llc 4
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class 4
Birinyi Associates Inc 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Advisory Research Energy Fund Lp 4
Yorktown Energy Partners VIII, L.P. 4
Barlow Wealth Partners, Inc. 4
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 4
United States Steel & Carnegie Pension Fund 4
Summa Corp. 4
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 4
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 4
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 4
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 4
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 4
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 4
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 4
Wealth Architects, LLC 4
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 4
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 4
Ballast Advisors Llc 4
Carlson Capital Management 4
Kore Advisors LP 4
Peoples Bank /oh 4
Retirement Guys Formula Llc 4
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A 4
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 4
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 4
Richardson Capital Management LLC 4
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 4
Whalen Wealth Management Inc. 4
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 4
Permanens Capital L.P. 4
Guardian Wealth Advisors, Llc / Nc 4
Aviso Wealth Management 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Veritas Investment Management LLP 4
Old Port Advisors 4
Kemper Corp Master Retirement Trust 4
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 4
Delta Global Management LP 4
Alternative Investment Advisors, LLC. 4
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
A3 Alternative Credit Fund 4
Caliber Wealth Management, LLC / KS 4
Mudita Advisors LLP 4
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 4
Taylor Wealth Management Partners 4
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 4
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 4
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 4
Torno Capital, Llc 4
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 4
Inspire Trust Co, N.a. 4
Burke & Herbert Bank & Trust Co 4
Blue Grotto Capital, LLC 4
Asset Advisors Investment Management, LLC 4
Taikang Asset Management (Hong Kong) Co Ltd 4
United Advisor Group, LLC 4
SAL Trading, LLC 4
Price Jennifer C. 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
American Money Management, LLC 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 4
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
DCMEX - FundVantage Trust - DuPont Capital Emerging Markets Fund Class I 4
Montchanin Asset Management, Llc 4
EICVX - FundVantage Trust - EIC Value Fund Class A 4
Grand Jean Capital Management Inc 4
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 4
BINV - 2023 ETF Series Trust - Brandes International ETF 4
Bain Capital Public Equity Management Ii, Llc 4
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 4
Straight Path Wealth Management 4
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 4
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 4
Sterling Global Strategies LLC 4
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 4
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 4
Rit Capital Partners Plc 4
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 4
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 4
PGIM Credit Income Fund 4
Jackson Credit Opportunities Fund 4
BigSur Wealth Management LLC 4
Davy Global Fund Management Ltd 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 4
Moab Capital Partners LLC 4
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 4
Wheatland Advisors Inc 4
Meristem Family Wealth, LLC 4
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 4
F3Logic, LLC 4
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 4
Alight Capital Management LP 4
Gainplan LLC 4
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 4
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 4
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 4
Nuveen Equity Premium Advantage Fund 4
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 4
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 4
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 4
Harvest Capital Management Inc 4
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 4
Modus Advisors, LLC 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF 4
Findlay Park Partners LLP 4
MASTERINVEST Kapitalanlage GmbH 4
First Trust Strategic High Income Fund Ii 4
Granite Group Advisors, LLC 4
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 4
Hancock Prospecting Pty Ltd 4
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 4
Westport Advisers Llc 4
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Lodge Hill Capital, LLC 4
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 4
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 4
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 4
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 4
Highview Capital Management LLC/DE/ 4
American Beacon Advisors, Inc. 4
united american securities inc. (d/b/a uas asset management) 4
Motley Fool Asset Management LLC 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 4
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 4
Snyder Capital Management L P 4
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 4
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 4
Copia Wealth Management 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
Welch Capital Partners Llc/ny 4
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 4
Fiduciary Family Office, Llc 4
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 4
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 4
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 4
Farr Miller & Washington Llc/dc 4
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 4
New Covenant Trust Company, N.A. 4
Staar Investment Trust 4
Smith Affiliated Capital Corp. 4
Benin Management CORP 4
Tahithromos, L.L.C. 4
Ofi Carlyle Private Credit Fund 4
Mount Kellett Capital Management LP 4
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 4
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 4
Dnp Select Income Fund Inc 4
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 4
PIMCO FUNDS - PIMCO Sector Fund Series - H 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 4
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 4
Dakota Community Bank & Trust NA 4
Troluce Capital Advisors LLC 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 4
Breakwater Investment Management 4
WSCAX - WANGER ADVISORS TRUST - Wanger International 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 4
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 4
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 4
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 4
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 4
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Rockingstone Advisors LLC 4
PacWest Financial Management Inc 4
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 4
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 4
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 4
Bristol Advisors, LLC 3
Everett Capital Advisors UK LLP 3
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 3
Dividend Builder Portfolio 3
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 3
Galibier Capital Management Ltd. 3
DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A 3
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 3
Runnymede Capital Advisors, Inc. 3
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 3
Stapp Wealth Management, Pllc 3
RB Capital Management, LLC 3
LeJeune Puetz Investment Counsel LLC 3
Pinpoint Asset Management (Singapore) Pte. Ltd. 3
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 3
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 3
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 3
JGP Wealth Management, LLC 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
Alan B. Lancz & Associates, Inc. 3
Philosophy Capital Management LLC 3
Wolff Financial Management Llc 3
Sienna Gestion 3
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 3
Kennedy Investment Group 3
Eaton Vance Enhanced Equity Income Fund Ii 3
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 3
Maseco Llp 3
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 3
Ibc Funds Llc 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
Shelter Mutual Insurance Co 3
Spirepoint Private Client, Llc 3
Aubrey Capital Management Ltd 3
Gould Asset Management Llc /ca/ 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 3
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class 3
Westhampton Capital, LLC 3
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 3
Prairiewood Capital, LLC 3
SIEAX - SUNAMERICA EQUITY FUNDS - AIG International Dividend Strategy Fund Class A 3
Fullerton Fund Management Co Ltd 3
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 3
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 3
IEMV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Emerging Markets Debt Value ETF 3
Santa Barbara Asset Management, Llc 3
Starfire Investment Advisers, Inc. 3
Forest Hill Capital, LLC 3
Excalibur Management Corp 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
Newtyn Management, LLC 3
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 3
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 3
Tech Square Trading Lp 3
Pure Financial Advisors, Inc. 3
Arbor Capital Management Inc /adv 3
Top Ace Asset Management Ltd 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
Lewis Asset Management, LLC 3
Visionary Horizons, LLC 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
Global Strategic Management Inc 3
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 3
RCEMX - Rimrock Funds Trust - Rimrock Emerging Markets Corporate Credit Fund 3
Rotation Capital Management, LP 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
Garrison Asset Management, LLC 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 3
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 3
Portland Global Advisors LLC 3
Advisor Consultant Network Inc 3
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 3
E Six Thirteen, Llc 3
FTLAX - NUVEEN MULTISTATE TRUST III - Nuveen Louisiana Municipal Bond Fund - Class A 3
MayTech Global Investments, LLC 3
Garrett Investment Advisors LLC 3
Chesapeake Wealth Management 3
Traveka Wealth, LLC 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 3
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF 3
SCW Capital Management, LP 3
North Point Portfolio Managers Corp/oh 3
Sky Investment Counsel Inc 3
TPG-AXON Management LP 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
VEGN - ETF Series Solutions - US Vegan Climate ETF 3
Strategic Wealth Management Inc 3
Birchcreek Wealth Management, LLC 3
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
Capstone Triton Financial Group, LLC 3
Dash Acquisitions Inc. 3
Ensemble Capital Management, LLC 3
Indus Capital Partners, Llc 3
Manulife Financial Corp 3
Greenup Street Wealth Management Llc 3
West Coast Financial LLC 3
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 3
Sovereign's Capital Management, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 3
Hengehold Capital Management Llc 3
Lazari Capital Management, Inc. 3
Marshall Financial Group LLC 3
Tipp Hill Capital Management LLC 3
Bruce & Co., Inc. 3
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
Sterling Manor Financial, LLC 3
Morris Retirement Advisors, LLC 3
Clear Perspectives Financial Planning, LLC 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 3
Cincinnati Insurance Co 3
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 3
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 3
Flossbach Von Storch Ag 3
Capstone Wealth Management Group, Llc 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
Peak Financial Advisors Llc 3
R.P. Boggs & Co. 3
MISNX - BMO FUNDS, INC. - BMO Pyrford International Stock Fund Class I 3
Elliott Investment Management L.P. 3
Autus Asset Management, LLC 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 3
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 3
RBC Global Asset Management Inc. 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
Threadgill Financial, Llc 3
Alternative Strategies Fund 3
Charter Oak Partners Management, L.P. 3
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 3
Magnolia Capital Management Ltd 3
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 3
Panview Asian Equity Master Fund 3
Vanguard Chester Funds 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
Breiter Capital Management Inc 3
Nuveen Equity Premium Opportunity Fund 3
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 3
EMM - Global X Funds - Global X Emerging Markets ETF 3
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 3
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 3
Cove Private Wealth, LLC 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
Abrams Bison Investments, Llc 3
Silver Capital Management Llc 3
HCOM - Hartford Funds Exchange-Traded Trust - Hartford Schroders Commodity Strategy ETF 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 3
Phoenix Wealth Advisors 3
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 3
William Marsh Rice University 3
Smith Chas P & Associates Pa Cpas 3
Texas Children's 3
Five Oceans Advisors 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
Kolinsky Wealth Management, LLC 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
ILF - iSHARES TRUST - iShares Latin America 40 ETF 3
Birmingham Capital Management Co Inc/al 3
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 3
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 3
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 3
American Funds Global High-income Opportunities Fund 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class 3
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 3
Uniting Wealth Partners, LLC 3
Keener Financial Planning LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 3
Elevatus Welath Management 3
Seven Mile Advisory 3
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 3
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
Bip Gp Llc 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
Nwi Management Lp 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 3
London & Capital Asset Management Ltd 3
Mma Asset Management Llc 3
West Face Capital Inc. 3
Mitchell & Pahl Private Wealth, Llc 3
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 3
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 3
VNBTrust, National Association 3
ShoreHaven Wealth Partners, LLC 3
Teramo Advisors, LLC 3
LB Partners LLC 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 3
Oppenheimer Rising Dividends Fund 3
waypoint wealth counsel 3
Lecap Asset Management Ltd 3
Cornerstone Capital, Inc. 3
Cerro Pacific Wealth Advisors LLC 3
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF 3
swisspartners Ltd. 3
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 3
Collective Family Office Llc 3
Prudent Man Investment Management, Inc. 3
PISEX - Columbia Funds Series Trust II - Columbia Pyrford International Stock Fund Class C 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 3
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Reservoir Operations, L.P. 3
Fairpointe Capital LLC 3
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 3
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 3
ANSIX - ANCORA TRUST - Ancora Special Opportunity Fund Class I 3
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 3
Lgt Capital Partners Ltd. 3
Guidance Point Advisors, LLC 3
Private Client Services, Llc 3
Blackrock Muniholdings Fund, Inc. 3
Quaero Capital S.A. 3
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 3
Frontier Capital Management Co Llc 3
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 3
HTLF Bank 3
VMALX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Stone Harbor EMD MACS 3
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 3
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 3
Rwc Asset Advisors (us) Llc 3
Union Savings Bank 3
Flat Footed LLC 3
Venator Management LLC 3
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 3
Pope Asset Management, Llc 3
Harbor Financial Services, Llc 3
Jackson Wealth Management, LLC 3
AAFMAA Wealth Management & Trust LLC 3
Thrive Capital Management, LLC 3
Taylor Frigon Capital Management LLC 3
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 3
Rayner & Haynor 3
Martin Capital Partners, LLC 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 3
Independent Investors Inc 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Sentry LLC 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 3
CarsonAllaria Wealth Management, Ltd. 3
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
Hancock Whitney Investment Services Inc. 3
Laidlaw Group, LLC 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
Bluescape Energy Partners LLC 3
Skye Global Management LP 3
Condor Capital Management 3
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 3
ROCI - EA Series Trust - ROC ETF 3
Keynote Financial Services Llc 3
Stonebrook Private Inc. 3
PVG Asset Management 3
Berry Wealth Group, LP 3
Agran Libbie 3
Endowment Wealth Management, Inc. 3
TIME - Capitol Series Trust - Clockwise Capital Innovation ETF 3
Sax Wealth Advisors, Llc 3
Typenex Co-Investment, LLC 3
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 3
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 3
Yarra Square Partners LP 3
Chesapeake Asset Management Llc 3
Nixon Capital, LLC 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
LKEQX - LKCM Funds - LKCM Equity Fund 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 3
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
Traphagen Investment Advisors Llc 3
Burren Capital Advisors Ltd 3
TFR Capital, LLC. 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 3
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 3
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 3
Access Investment Management LLC 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 3
Franklin Templeton ETF Trust - Franklin Income Focus ETF 3
Schroder Investment Management North America Inc/ De 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
Nile Capital Investment Trust 3
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 3
Eschler Asset Management LLP 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
Cacti Asset Management Llc 3
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 3
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
Lake Hills Wealth Management, LLC 3
Sage Financial Group Inc 3
Acadia Trust Na 3
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class 3
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 3
Oak Associates Ltd /oh/ 3
Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares 3
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF 3
Mill Capital Management, LLC 3
Wealthquest Corp 3
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 3
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 3
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 3
Cortex Capital Management LLC 3
WNY Asset Management, LLC 3
BNDS - Series Portfolios Trust - Infrastructure Capital Bond Income ETF 3
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 3
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 3
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 3
SRTGX - SMA RELATIONSHIP TRUST - Series G 3
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 3
Conestoga Capital Advisors, LLC 3
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 3
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 3
YOKE - EA Series Trust - Yoke Core ETF 3
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 3
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 3
Strategic Investment Opportunities LLC 3
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 3
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 3
BKA Wealth Consulting, Inc. 3
Bow Street, Llc 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
CacheTech Inc. 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
Generate Investment Management Ltd 3
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 3
AIMZ Investment Advisors, LLC 3
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 3
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 3
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 3
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 3
NDVR, Inc. 3
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 3
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 3
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 3
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 3
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 3
Meadow Creek Wealth Advisors Llc 3
Red Spruce Capital, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 3
Lbmc Investment Advisors, Llc 3
AA Financial Advisors, LLC 3
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
Stonehearth Capital Management, LLC 3
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 3
Kovitz Investment Group, LLC 3
LOM Asset Management Ltd 3
Blackston Financial Advisory Group, LLC 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
Lazard Freres Gestion S.A.S. 3
Second Line Capital, LLC 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
Artal Group S.A. 3
Sara-Bay Financial 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Appleton Funds 3
Steel Partners Holdings L.p. 3
Badgley Phelps Wealth Managers, LLC 3
Culbertson A N & Co Inc 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
Hummer Financial Advisory Services Inc 3
William B. Walkup & Associates, Inc. 3
Rr Partners Lp 3
Charles Schwab Investment Advisory, Inc. 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
Fortis Capital Management LLC 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
Tabor Asset Management, LP 3
Warburg Pincus & Co. 3
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 3
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 3
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
First Financial Bank - Trust Division 3
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
Usca All Terrain Fund 3
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 3
Integrity Wealth Advisors, Inc. 3
Aspetuck Financial Management LLC 3
Nicholson Meyer Capital Management, Inc. 3
Custom Portfolio Group LLC 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
Legacy CG, LLC 3
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 3
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
Suvretta Capital Management, Llc 3
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 3
swisspartners Advisors Ltd 3
Causeway Etmf Trust 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
Halsey Associates Inc/ct 3
Yorktown Energy Partners VII, L.P. 3
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 3
Central Valley Advisors, Llc 3
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 3
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
JPL Wealth Management, LLC 3
Icapital Wealth Llc 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
ICICI Prudential Asset Management Co Ltd 3
Sprucegrove Investment Management Ltd 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 3
Fulton Breakefield Broenniman Llc 3
Nicolet Bankshares Inc 3
CMC Financial Group 3
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 3
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 3
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 3
Win Advisors, Inc 3
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 3
Otter Creek Management Inc 3
EnCap Energy Capital Fund X, L.P. 3
FLAU - Franklin Templeton ETF Trust - Franklin FTSE Australia ETF 3
Lilley & Co 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
First Eagle Credit Opportunities Fund 3
DiMeo Schneider & Associates, L.L.C. 3
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 3
Ramsay, Stattman, Vela & Price, Inc. 3
Insight Wealth Partners, LLC 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
Oxbow Capital Management (HK) Ltd 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
Ironsides Partners LLC 3
Stone Harbor Investment Partners Lp 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 3
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares 3
Schear Investment Advisers, LLC 3
Weik Capital Management 3
Watts Gwilliam & Co., LLC 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 3
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 3
20/20 Capital Management, Inc. 3
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 3
West Michigan Advisors, Llc 3
Paladin Wealth, LLC 3
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF 3
Weatherstone Capital Management 3
Oldfield Partners LLP 3
Manager Directed Portfolios - Pemberwick Fund Shares 3
Beaumont Financial Advisors, LLC 3
Manitou Investment Management Ltd. 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
Schroder Capital Funds (delaware) 3
Old North State Wealth Management, LLC 3
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 3
Profunds - Profund Vp Europe 30 3
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 3
SRN Advisors, LLC 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
Private Capital Management Llc 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 3
ABVAX - AB TRUST - AB Value Fund Class A 3
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
Dulcet Capital Management 3
Nordwand Advisors, LLC 3
Mainstream Capital Management LLC 3
Thoma Capital Management LLC 3
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 3
Huff W R Asset Management Co Llc /de/ 3
Optas, LLC 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
Robbins Farley Llc 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
CBSE - Elevation Series Trust - Clough Select Equity ETF 3
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 3
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 3
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 3
R.H. Dinel Investment Counsel, Inc. 3
Patron Partners Advisors, Llc 3
Mad River Investors 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
Argent Financial Group, Inc. 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 3
Mindset Wealth Management, Llc 3
Pacific Ridge Capital Partners, LLC 3
Josh Arnold Investment Consultant, Llc 3
REMVX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class I 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
Seneca Capital Investments, L.p. 3
Clear Street Derivatives LLC 3
Ripple Effect Asset Management LP 3
Orvieto Partners, L.P. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
Altavista Wealth Management, Inc. 3
Pioneer Natural Resources Co 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Kraematon Investment Advisors, Inc 3
Jessup Wealth Management, Inc 3
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 3
Defined Wealth Management, Llc 3
Founders Capital Management, Llc 3
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
Limestone Value Partners, LLC 3
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 3
Wellington Global Multi-Strategy Fund 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
Tri-Star Advisors Inc. 3
Royce Global Value Trust, Inc. 3
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 3
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 3
Sprinkle Financial Consultants LLC 3
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 3
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 3
Marshwinds Advisory Co 3
Breakwater Capital Group 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
Bain Capital Credit Member, Llc 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 3
AXEAX - Columbia Funds Series Trust II - Columbia Contrarian Europe Fund Class A 3
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 3
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class 3
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 3
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 3
Graney & King, LLC 3
Inverness Investment Group, LLC 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
FolioMetrix LLC 3
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 3
Bowman & Co S.C. 3
Bank Of Edwardsville 3
Calvert Sage Fund 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
Ferox Capital Management LP 3
Share Andrew L. 3
Shorepoint Capital Partners LLC 3
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 3
ParenteBeard Wealth Management, LLC 3
Weaver Capital Management LLC 3
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 3
Freeport-mcmoran Inc 3
Milestone Asset Management, Llc 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 3
Six Circles Trust - Six Circles Tax Aware Bond Fund 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 3
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 3
Think Investments LP 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
Cohen & Steers Total Return Realty Fund Inc 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
Hoertkorn Richard Charles 3
ETF Store, Inc. 3
Gabelli Go Anywhere Trust 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 3
Oddo Bhf Asset Management Sas 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Peterson Financial Group, Inc. 3
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 3
Veritas Investment Management (UK) Ltd 3
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
LCOAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Small Cap Fund Class A 3
Gibson Wealth Advisors LLC 3
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 3
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 3
Monolith Advisors 3
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 3
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 3
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF 3
Bares Capital Management, Inc. 3
IVJAX - IVY FUNDS - Ivy International Small Cap Fund Class A 3
Beach Investment Management, LLC. 3
Brinton Eaton, Llc 3
Cornerstone Select Advisors, LLC 3
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 3
ABIAX - AB TRUST - AB International Value Fund Class A 3
Weintraub Capital Management, L.p. 3
Alliance Wealth Advisors, LLC /UT 3
Northeast Investors Growth Fund Inc 3
Pines Wealth Management, LLC 3
Hotaling Investment Management, LLC 3
Summit Wealth Group, LLC 3
Sage Asset Management, L.P. 3
Pilgrim Partners Asia Pte Ltd 3
Growth Portfolio 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 3
XY Capital Ltd 3
Victory Financial Group, Llc 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
Single Point Partners, LLC 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
Financial Security Advisor, Inc. 3
Clean Energy Transition LLP 3
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
Gabalex Capital Management LLC 3
Channing Global Advisors, Llc 3
Crews Bank & Trust 3
Prossimo Advisors, LLC 3
Rinkey Investments 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 3
Houlihan Financial Resource Group, Ltd. 3
Qp Wealth Management, Llc 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
Sloane Robinson LLP 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
Appian Way Asset Management LP 3
Continental Advisors Llc 3
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 3
Susquehanna Advisors Group, Inc. 3
WS Portfolio Advisory, LLC 3
Cape Ann Asset Management Ltd 3
Cohen & Steers Infrastructure Fund Inc 3
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
Addison Clark Management, L.l.c. 3
Astrantus Ltd 3
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
Ridgemont Partners Management, LLC 3
Fox Hill Wealth Management 3
Waterstone Capital Management, L.P. 3
Syntegra Private Wealth Group, LLC 3
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
ACDAX - AMERICAN BEACON FUNDS - American Beacon Acadian Emerging Markets Managed Volatility Fund A Class 3
Spotlight Asset Group, Inc. 3
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 3
Spectrum Financial Alliance Ltd LLC 3
Fairvoy Private Wealth, LLC 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Hahn Capital Management Llc 3
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF 3
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 3
Pineno Levin & Ford Asset Management, Inc. 3
Williamson Legacy Group, LLC 3
Eastover Investment Advisors LLC 3
Viawealth, Llc 3
Fieldpoint Private Advisors, Inc 3
G.F.W. Energy VII, L.P. 3
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 3
Lantz Financial LLC 3
Hsbc Portfolios 3
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 3
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 3
RVW Wealth, LLC 3
C-J Advisory, Inc. 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
Ballast Asset Management, LP 3
Strid Group, LLC 3
Garden State Investment Advisory Services LLC 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
Lord Abbett Flexible Income Fund 3
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
Cohen Klingenstein LLC 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
Fs Global Credit Opportunities Fund - T 3
Core Wealth Partners LLC 3
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 3
Fs Global Credit Opportunities Fund - Adv 3
Syntax Research, Inc. 3
MOKAN Wealth Management Inc. 3
Seaside 88, Lp 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
Northwestern Mutual Life Insurance Co 3
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 3
1858 Wealth Management, Llc 3
Clearbridge Energy Mlp Opportunity Fund Inc. 3
Ota Llc 3
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 3
Compass Capital Corp /ma/ /adv 3
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
Fenimore Asset Management Trust 3
Arbor Capital Management Llc 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
LETRX - Voya MUTUAL FUNDS - Voya Russia Fund Class A 3
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 3
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
Garland Capital Management Inc 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
Aberdeen Chile Fund, Inc. 3
RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A 3
New England Investment & Retirement Group, Inc. 3
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 3
Sage Investment Counsel LLC 3
Mystic Asset Management, Inc. 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
WILSHIRE VARIABLE INSURANCE TRUST - Wilshire Global Allocation Fund 3
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 3
Asset Management Corp /il/ /adv 3
Synergy Investment Management, LLC 3
Cliftonlarsonallen Wealth Advisors, Llc 3
Regatta Capital Group, Llc 3
Smart Money Group LLC 3
Sandridge Energy Inc 3
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 3
BOS Asset Management, LLC 3
RIALX - Two Roads Shared Trust - Conductor International Equity Value Fund Class A 3
Eminence Capital, Lp 3
Templeton & Phillips Capital Management, LLC 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
Atlas Wealth LLC 3
Rushmore Investment Advisors, Inc. 3
United Fire Group Inc 3
Syquant Capital Sas 3
Girard Securities, Inc. 3
Invesco Dynamic Credit Opportunities Fund 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
Hikari Power Ltd 3
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
Fayerweather Charles 3
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A 3
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 3
Benedetti & Gucer, Inc. 3
Independent Wealth Network Inc. 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
Argentarii, LLC 3
Foresters Asset Management Inc. 3
1 North Wealth Services Llc 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
Pwmco Llc 3
Pandora Wealth, Inc. 3
May Hill Capital, LLC 3
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
Seminole Management Co., Inc. 3
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 3
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 3
Coerente Capital Management 3
Mechanics Financial Corp 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 3
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 3
Blue Edge Capital, LLC 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
Roc Capital Management, L.P. 3
SIH Partners, LLLP 3
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 3
Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF 3
TPG Group Holdings (SBS) Advisors, Inc. 3
TRANSAMERICA FUNDS - Transamerica Total Return I2 3
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 3
Candelo Capital Management LP 3
Freedom Wealth Alliance, Llc 3
Cascabel Management LP 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 3
Fiduciary Financial Group, Llc 3
Wulff, Hansen & Co. 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 3
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 3
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 3
Matterhorn Capital Management, LLC 3
Boundary Creek Advisors LP 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 3
CFIMX - Clipper Funds Trust - Clipper Funds Trust 3
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
Per Stirling Capital Management, LLC. 3
Indie Asset Partners, LLC 3
Franchise Capital Ltd 3
Hapanowicz & Associates Financial Services, Inc 3
Prentice Capital Management, LP 3
Slotnik Capital, LLC 3
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C 3
Ausbil Investment Management Ltd 3
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 3
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 3
DELAWARE VIP TRUST - Delaware VIP International Series Standard 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
Dock Street Asset Management Inc 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
American Capital Management Inc 3
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 3
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 3
Stumpf Capital Management LLC 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
W.H. Cornerstone Investments Inc. 3
Biechele Royce Advisors 3
Hopwood Financial Services, Inc. 3
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 3
Mayfair Advisory Group, LLC 3
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 3
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 3
Cadence Wealth Management LLC 3
Sourcerock Fund LP 3
Sphera Funds Management Ltd. 3
Novem Group 3
Polaris Capital Management, LLC 3
Wilkins Investment Counsel Inc 3
Highland Associates Inc 3
Ceros Financial Services Inc. 3
Compass Group Llc 3
Noesis Capital Mangement Corp 3
Hi-Line Capital Management, LLC 3
Trilantic Capital Management L.P. 3
Smith & Howard Wealth Management, LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
State of New Jersey Common Pension Fund E 3
Brightline Capital Management, Llc 3
MCHI - iSHARES TRUST - iShares MSCI China ETF 3
Lynch & Associates/in 3
MBA Advisors LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 3
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 3
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 3
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
Portfolio Strategies, Inc. 3
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 3
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 3
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 3
Walnut Private Equity Partners, Llc 3
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 3
Essential Planning, LLC. 3
Tortoise Index Solutions, LLC 3
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 3
Mine & Arao Wealth Creation & Management, LLC. 3
McQueen, Ball & Associates Inc. 3
Edgewood Management Llc 3
Tourbillon Capital Partners, L.P. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
Bernard Wealth Management Corp. 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 3
ARS Wealth Advisors Group, LLC 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
John Hancock Collateral Trust - John Hancock Collateral Trust 3
Seaport Global Asset Management Llc 3
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
Westport Funds 3
PACIFIC SELECT FUND - Growth Portfolio Class I 3
12th Street Asset Management Company, LLC 3
Piper Jaffray Companies 3
R. G. Niederhoffer Capital Management Inc 3
Lumbard & Kellner, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 3
Boxwood Ventures, Inc. 3
Netols Asset Management, Inc. 3
Aberdeen Australia Equity Fund Inc 3
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 3
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 3
Gs Investments, Inc. 3
Stokes Capital Advisors, LLC 3
Kdi Capital Partners Llc 3
Baker Boyer National Bank 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
Rice Partnership, LLC 3
HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 3
AECHX - American Century World Mutual Funds Inc - Emerging Markets Small Cap Fund C Class 3
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
Hills Bank & Trust Co 3
Financial Consulate, Inc 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
Schf (gpe), Llc 3
University Of Notre Dame Du Lac 3
Abbot Financial Management, Inc. 3
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 3
Infini Capital Management Ltd 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
Mill Road Capital Management LLC 3
Private Wealth Advisors, Inc. 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
Helios High Income Fund, Inc 3
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 3
Conscious Wealth Investments, Llc 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
Peak Capital Management Llc 3
Monte Financial Group, LLC 3
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A 3
S-Bank Fund Management Ltd 3
Siena Capital Llc 3
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 3
Center Coast Mlp & Infrastructure Fund 3
Everest Capital Llc 3
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
Azimuth Capital Investment Management LLC 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
Armis Advisers, LLC 3
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 3
ZMLP - Direxion Shares ETF Trust - Direxion Zacks MLP High Income Index Shares 3
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF 3
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares 3
EnerVest, Ltd. 3
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 3
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 3
Kos Kristian B 3
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 3
Yost Capital Management, L.L.C. 3
Henssler Funds Inc 3
Select Asset Management & Trust 3
KEMPER Corp 3
ICOL - iShares, Inc. - iShares MSCI Colombia ETF 3
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 3
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 3
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 3
POGSX - Oak Associates Funds - Pin Oak Equity Fund 3
Pettyjohn, Wood & White, Inc 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares 3
Prosiris Capital Management LP 3
OneAscent Investment Solutions LLC 3
1623 Capital LLC 3
Ccg Wealth Management, Llc 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
Sweet Financial Partners, LLC 3
Stone Harbor Emerging Markets Total Income Fund 3
Karani Asset Management LLC 3
ADVLX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Institutional Class 3
PIMCO Flexible Municipal Income Fund 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
Point Break Capital Management, LLC 3
Seldon Capital Lp 3
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 3
Sharpepoint Llc 3
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 3
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 3
Buckingham Capital Management, Inc. 3
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
FISZX - FIDELITY INVESTMENT TRUST - Fidelity SAI International SMA Completion Fund 3
Rainier Group Investment Advisory LLC 3
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 3
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class 3
Minot DeBlois Advisors LLC 3
Trigran Investments, Inc. 3
EEMGX - MFS SERIES TRUST VII - MFS Emerging Markets Equity Research Fund R4 3
Rutabaga Capital Management Llc/ma 3
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 3
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares 3
Monarch Capital Management Inc/ 3
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
FFEYX - AB CAP FUND, INC. - AB FlexFee Emerging Markets Growth Portfolio Advisor Class 3
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
Graham & Dodd Fund, Llc 3
TAP Consulting, LLC 3
Lmp Capital & Income Fund Inc. 3
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 3
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 3
MFOCX - Marsico Investment Fund - Marsico Focus Fund 3
Rock Point Advisors, LLC 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
Hutchens Investment Management Inc 3
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
IMG Wealth Management, Inc. 3
HHDTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS SHARES 3
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 3
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 3
Groesbeck Investment Management Corp /nj/ 3
First National Bank & Trust Co Of Newtown 3
Lehman & Derafelo Financial Resources LLC 3
Raven Rock Credit Master Fund L.P. 3
THRC Management, LLC 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
De Burlo Group Inc 3
John Hancock Tax-advantaged Dividend Income Fund 3
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund 3
Tradewinds, LLC. 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
MEMBERS Trust Co 3
Gavea Investimentos Ltda 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
Freshford Capital Management, LLC 3
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 3
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 3
Long Island Wealth Management, Inc. 3
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 3
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 3
Oaktree Capital Group, LLC 3
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 3
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 3
Cottage Street Advisors LLC 3
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 3
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 3
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 3
Gratia Capital, Llc 3
Mason & Associates Inc 3
Sage Capital Management, LLC 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 3
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 3
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 3
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
J. W. Coons Advisors, LLC 3
Disciplined Investors, L.L.C. 3
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 3
WJ Interests, LLC 3
Marathon Asset Management Llp 3
Authentikos Wealth Advisory, LLC 3
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
Exor Capital LLP 3
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
Nuveen Municipal Credit Income Fund 3
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 3
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 3
Clearbridge Energy Mlp Fund Inc. 3
Accredited Wealth Management, LLC 3
Platinum Management (NY) LLC 3
Soapstone Management L.p. 3
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 3
Sheffield Asset Management, L.L.C. 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 3
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 3
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 3
Clearbridge Energy Mlp Total Return Fund Inc. 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
Mizuho Markets Cayman LP 3
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 3
Putnam ETF Trust - Putnam Sustainable Future ETF - 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 3
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Starboard Value LP 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 3
GLOBALT Investments LLC / GA 3
Biltmore Family Office, LLC 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
Vontobel Asset Management Inc 3
UEPIX - Profunds - Europe 30 Profund Investor Class 3
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 3
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 3
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund 3
Baltimore Capital Management, Inc 3
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 3
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 3
TYHYX - Victory Portfolios IV - Victory Pioneer High Yield Fund Class Y 3
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 3
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 3
Element Wealth, LLC 3
Ervin Investment Management, LLC 3
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
Lau Associates Llc 3
South Plains Financial, Inc. 3
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF 3
Plimoth Trust Co Llc 3
Apexium Financial, Lp 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 3
Greenbrier Partners Capital Management, LLC 3
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 3
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 3
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 3
Retirement Planning Group 3
Mrj Capital Inc 3
TT Capital Management LLC 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
Ppm America Inc/il 3
17 Capital Partners, Llc 3
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 3
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 3
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 3
Archetype Wealth Partners 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Sunflower Bank, Na Wealth Management 3
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 3
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 3
Boyar Asset Management Inc. 3
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
Bft Financial Group, Llc 3
Feinberg Stephen 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 3
Lodestar Investment Counsel Llc/il 3
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 3
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 3
VCSTX - VALIC Co I - Science & Technology Fund 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
Southland Equity Partners LLC 3
Western Asset Intermediate Muni Fund Inc. 3
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 3
Berwyn Funds 3
FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
Davis Capital Management 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
Waddell & Associates, Llc 3
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 3
Evergreen Wealth Solutions, LLC 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 3
Charter Research & Investment Group, Inc. 3
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 3
Lincoln Capital Corp 3
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 3
Kennondale Capital Management LLC 3
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
Cable Car Capital LLC 3
Sullivan, Bruyette, Speros & Blaney, LLC 3
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 3
Transamerica Income Shares, Inc. 3
Ascension Capital Advisors, Inc. 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
Lgl Partners, Llc 3
Huntington Steele LLC 3
ULTRA SERIES FUND - International Stock Fund Class I 3
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
Seeds Investor Llc 3
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 3
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
Longer Investments Inc. 3
Brookfield Total Return Fund Inc 3
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 3
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 3
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 3
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 3
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 3
Boothe Investment Group, Inc. 3
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 3
Dillon & Associates Inc 3
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
Heathbridge Capital Management Ltd. 3
Auxano Advisors, LLC 3
WMG Financial Advisors, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 3
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 3
Tairen Capital Ltd 3
aeris Capital Holding GmbH 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 3
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 3
Blue Barn Wealth, LLC 3
Drw Securities, L.l.c. 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
Ayrton Capital LLC 3
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 3
Evexia Wealth Llc 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 3
Perceptive Advisors Llc 3
Partners Value Investments LP 3
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 3
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 3
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 3
FS Series Trust - FS Real Asset Fund Class A 3
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 3
Tlwm 3
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 3
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
StrongBox Wealth, LLC 3
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 3
Smart Portfolios, LLC 3
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 3
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 3
Bath Savings Trust Co 3
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 3
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
First Allied Asset Management, Inc. 3
Audent Global Asset Management, LLC 3
Evelyn Partners Asset Management Ltd 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
Atalaya Capital Management LP 3
Vista Investment Management 3
DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 3
GMEZX - GuideStone Funds - Impact Equity Fund Investor 3
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 3
Engle Capital Management, L.P. 3
Vantage Financial Partners Ltd., Inc. 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 3
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 3
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 3
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 3
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund 3
LFVFX - Leader Funds Trust - Leader High Quality Low Duration Bond Fund Investor Class 3
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
Walled Lake Planning & Wealth Management, Llc 3
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 3
ATFV - Alger ETF Trust - Alger 35 ETF 3
Private Portfolio Partners Llc 3
Ashford Capital Management Inc 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
Numen Capital LLP 3
Marathon Capital Management 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 3
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 3
MBM Wealth Consultants, LLC 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 3
TRFM - ETF Series Solutions - AAM Transformers ETF 3
RK Capital Management, LLC 3
Keystone Financial Planning, Inc. 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Bouchey Financial Group Ltd 3
Hampstead Capital LLP 3