Insurance Carriers - 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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 674
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 659
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 657
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 614
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 593
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 586
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 539
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 505
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 505
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 504
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 474
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 469
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 416
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 408
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 374
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 372
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 340
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 336
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 328
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 327
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 321
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 318
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 316
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 309
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 278
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 276
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 272
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 272
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 270
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 264
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 261
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 259
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 254
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 249
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 246
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 243
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 241
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 237
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 233
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 232
Pnc Financial Services Group, Inc. 231
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 230
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 225
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 222
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 221
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 219
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 217
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 215
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 212
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 208
Deutsche Bank Ag\ 207
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 205
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 205
BlackRock, Inc. 203
Morgan Stanley 203
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 202
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 201
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 200
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 200
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 200
Jpmorgan Chase & Co 199
Wells Fargo & Company/mn 197
Ameriprise Financial Inc 197
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 197
UBS Group AG 197
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 196
Royal Bank Of Canada 196
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 196
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 195
Bank Of America Corp /de/ 195
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 194
Citadel Advisors Llc 193
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 193
Citigroup Inc 192
Barclays Plc 192
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 191
Goldman Sachs Group Inc 189
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 189
Six Circles Trust - Six Circles Global Bond Fund 182
Susquehanna International Group, Llp 182
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 181
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 181
Proequities, Inc. 181
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 180
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 180
Vanguard Group Inc 179
Northern Trust Corp 179
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 178
Geode Capital Management, Llc 177
Invesco Ltd. 177
Tower Research Capital LLC (TRC) 177
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 176
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 176
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 174
Millennium Management Llc 174
Bnp Paribas Arbitrage, Sa 174
Fmr Llc 173
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 173
Parametric Portfolio Associates Llc 173
Credit Suisse Ag/ 173
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 173
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 172
Bank of New York Mellon Corp 171
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 170
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 170
IFP Advisors, Inc 169
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 169
State Street Corp 169
Manufacturers Life Insurance Company, The 168
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 168
Renaissance Technologies Llc 167
American International Group, Inc. 167
Bank Of Montreal /can/ 166
NOBOX - Northern Funds - Northern Bond Index Fund 166
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 165
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 165
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 165
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 164
Dimensional Fund Advisors Lp 164
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 163
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 162
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 162
Bessemer Group Inc 162
Rhumbline Advisers 162
Victory Capital Management Inc 161
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 160
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 160
SG Americas Securities, LLC 159
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 158
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 158
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 156
Steward Partners Investment Advisory, Llc 156
Jane Street Group, Llc 156
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 156
Creative Planning 155
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 153
Russell Investments Group, Ltd. 153
California State Teachers Retirement System 153
D. E. Shaw & Co., Inc. 152
MASTER BOND LLC - Master Total Return Portfolio 152
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 152
Sonora Investment Management, LLC 152
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 152
Two Sigma Investments, Lp 152
Charles Schwab Investment Management Inc 151
Legal & General Group Plc 151
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 151
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 150
New York State Common Retirement Fund 150
Glenmede Trust Co Na 150
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 150
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 150
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 149
Two Sigma Advisers, Lp 149
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 149
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 149
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 148
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 148
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 148
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 148
California Public Employees Retirement System 148
Us Bancorp \de\ 147
Aqr Capital Management Llc 147
Simplex Trading, Llc 147
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 147
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 146
Alliancebernstein L.p. 146
Sei Investments Co 145
BlackRock Investment Management, LLC 145
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 145
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 144
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 144
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 144
Marshall Wace, Llp 144
Allianz Asset Management GmbH 143
Envestnet Asset Management Inc 143
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 143
Strs Ohio 143
Huntington National Bank 143
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 143
Advisor Group Holdings, Inc. 142
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 142
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 142
Sterling Capital Management LLC 142
BlackRock Fund Advisors 141
Metropolitan Life Insurance Co/ny 141
Prelude Capital Management, Llc 141
Nomura Holdings Inc 141
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 141
First Trust Advisors Lp 141
Ubs Ag 140
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 140
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 140
Captrust Financial Advisors 140
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 140
Ubs Asset Management Americas Inc 139
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 139
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 139
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 138
Voya Investment Management Llc 138
Comerica Bank 138
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 138
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 138
Macquarie Group Ltd 138
Arrowstreet Capital, Limited Partnership 137
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 137
Squarepoint Ops LLC 137
Price T Rowe Associates Inc /md/ 137
O'shaughnessy Asset Management, Llc 137
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 136
Northwestern Mutual Wealth Management Co 136
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 136
Paloma Partners Management Co 136
Wellington Management Group Llp 136
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 136
Acadian Asset Management Llc 136
Cubist Systematic Strategies, LLC 135
First Horizon Advisors, Inc. 135
Federated Hermes, Inc. 135
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 135
Prudential Financial Inc 135
Jefferies Group LLC 134
Nuveen Asset Management, LLC 134
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 134
Hsbc Holdings Plc 134
Quadrant Capital Group Llc 134
Norges Bank 134
Panagora Asset Management Inc 134
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 134
Verition Fund Management LLC 133
Group One Trading, L.p. 133
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 133
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 133
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 132
Ladenburg Thalmann Financial Services Inc 132
Principal Funds Inc 132
Balyasny Asset Management Llc 132
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 132
Virtu Financial LLC 132
Swiss National Bank 132
BlackRock Institutional Trust Company, N.A. 131
Ameritas Investment Partners, Inc. 131
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 131
Zurcher Kantonalbank (Zurich Cantonalbank) 131
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 130
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 130
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 130
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 130
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 130
American Century Companies Inc 130
Massmutual Trust Co Fsb/adv 130
BlackRock Advisors LLC 130
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 130
Hrt Financial Lp 130
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 129
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 129
Tudor Investment Corp Et Al 129
Stifel Financial Corp 129
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 129
Franklin Resources Inc 129
Gsa Capital Partners Llp 129
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 129
Principal Financial Group Inc 128
Nisa Investment Advisors, Llc 128
Nationwide Fund Advisors 128
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 128
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 128
Meeder Asset Management Inc 128
Teacher Retirement System Of Texas 128
Tiaa Cref Investment Management Llc 127
MetLife Investment Management, LLC 127
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 127
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 127
Qube Research & Technologies Ltd 127
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 127
Cwm, Llc 127
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 127
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 127
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 126
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 126
Lazard Asset Management Llc 126
Walleye Trading LLC 126
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 126
LPL Financial LLC 126
State Board Of Administration Of Florida Retirement System 126
Trexquant Investment LP 125
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 125
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 125
Thrivent Financial For Lutherans 125
Public Employees Retirement System Of Ohio 125
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 125
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 125
Teachers Advisors, Llc 125
Dynamic Technology Lab Private Ltd 124
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 124
Parallel Advisors, LLC 124
ProShare Advisors LLC 124
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 124
Raymond James & Associates 124
Los Angeles Capital Management Llc 124
Russell Frank Co/ 124
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 124
Aperio Group, LLC 123
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 123
Guggenheim Capital Llc 123
Parallax Volatility Advisers, L.P. 123
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 123
Jacobs Levy Equity Management, Inc 123
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 123
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 123
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 123
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 123
Bridgeway Capital Management Inc 123
Advisor Group, Inc. 122
PDT Partners, LLC 122
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 122
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 122
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 122
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 122
Fifth Third Bancorp 122
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 121
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 121
Amalgamated Bank 121
State Of Wisconsin Investment Board 121
Engineers Gate Manager LP 121
Wolverine Trading, Llc 121
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 121
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 121
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 121
MUFG Americas Holdings Corp 121
Advisory Services Network, LLC 120
BlackRock Group LTD 120
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 120
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 120
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 120
Signaturefd, Llc 120
Schroder Investment Management Group 120
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 120
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 119
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 119
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 119
Brandywine Global Investment Management, LLC 119
Quantbot Technologies LP 119
Schonfeld Strategic Advisors LLC 119
Connor, Clark & Lunn Investment Management Ltd. 119
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 119
Vanguard World Fund 118
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 118
Cutler Group LP 118
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 118
BRACX - Blackrock Allocation Target Shares - Bats Series C 118
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 118
Point72 Asset Management, L.P. 117
Oxford Asset Management Llp 117
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 117
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 117
Neuberger Berman Group LLC 117
Kcg Holdings, Inc. 117
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 117
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 117
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 116
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 116
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 116
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 116
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 116
NOSGX - Northern Funds - Northern Small Cap Value Fund 116
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 116
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 116
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 115
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 115
KBC Group NV 115
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 115
Wolverine Asset Management Llc 115
Lsv Asset Management 115
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 115
Parkside Financial Bank & Trust 115
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 114
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 114
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 114
Walleye Capital LLC 114
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 114
Magnetar Financial LLC 114
HighTower Advisors, LLC 114
VDAFX - VALIC Co I - Dynamic Allocation Fund 114
ExodusPoint Capital Management, LP 114
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 114
Janney Montgomery Scott LLC 113
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 113
Marshall Wace North America L.P. 113
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 113
Martingale Asset Management L P 113
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 113
Man Group plc 113
Boothbay Fund Management, Llc 113
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 112
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 112
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 112
Assetmark, Inc 112
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 112
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 112
Point72 Hong Kong Ltd 112
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 112
Sofos Investments, Inc. 112
Janus Henderson Group Plc 112
Vanguard Index Funds 112
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 111
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 111
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 111
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 111
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 111
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 111
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 111
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 111
Public Employees Retirement Association Of Colorado 111
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 111
Canada Pension Plan Investment Board 111
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 110
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 110
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 110
Glassman Wealth Services 110
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 110
MetLife Securities, Inc 110
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 110
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 110
Mackenzie Financial Corp 110
Dupont Capital Management Corp 110
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 110
National Asset Management, Inc. 109
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 109
Versant Capital Management, Inc 109
Raymond James Financial Services Advisors, Inc. 109
TCI Wealth Advisors, Inc. 109
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 109
Acrospire Investment Management LLC 109
Winton Capital Group Ltd 108
Allworth Financial LP 108
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 108
Highbridge Capital Management Llc 108
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 108
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 108
Quadrature Capital Ltd 108
Invesco Bond Fund 108
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 108
Toronto Dominion Bank 108
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 108
PEAK6 Investments, L.P. 108
Teachers Retirement System Of The State Of Kentucky 107
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 107
CIBC Private Wealth Group, LLC 107
College Retirement Equities Fund 107
Arizona State Retirement System 107
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 107
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 107
Credit Agricole S A 107
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 107
Advisors Asset Management, Inc. 107
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 107
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 107
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 107
BlueCrest Capital Management Ltd 107
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 107
Healthcare Of Ontario Pension Plan Trust Fund 107
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 107
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 106
Pacer Advisors, Inc. 106
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 106
Allspring Global Investments Holdings, LLC 106
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 106
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 106
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 106
EverSource Wealth Advisors, LLC 106
Private Trust Co Na 106
Hancock Whitney Corp 106
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 106
IWV - iSHARES TRUST - iShares Russell 3000 ETF 106
Eaton Vance Management 105
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 105
Emerald Acquisition Ltd. 105
Axa S.a. 105
State of Tennessee, Treasury Department 105
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 105
Putnam Investments Llc 105
Rockefeller Capital Management L.P. 105
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 105
New York State Teachers Retirement System 105
Great West Life Assurance Co /can/ 105
Oppenheimer Etf Trust 105
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 105
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 105
FNY Investment Advisers, LLC 105
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 105
Hillsdale Investment Management Inc. 104
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 104
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 104
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 104
Ergoteles LLC 104
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 104
Covestor Ltd 104
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 103
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 103
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 103
Oregon Public Employees Retirement Fund 103
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 103
GWM Advisors LLC 103
Truist Financial Corp 103
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 103
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 103
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 103
Cornerstone Capital Management Holdings Llc. 103
Piedmont Investment Advisors Llc 103
XTX Topco Ltd 103
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 102
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 102
Global Retirement Partners, LLC 102
A.R.T. Advisors, LLC 102
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 102
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 102
Suntrust Banks Inc 102
Managed Account Advisors Llc 102
Tiaa-cref Funds 102
Two Sigma Securities, Llc 101
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 101
Private Capital Group, LLC 101
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 101
Vantagepoint Funds 101
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 101
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 101
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 101
Ancora Advisors, LLC 101
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 101
Centiva Capital, LP 101
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 101
Capital Fund Management S.a. 101
GAMMA Investing LLC 101
Raymond James Financial Inc 101
PEAK6 Investments LLC 101
Virginia Retirement Systems Et Al 100
Farther Finance Advisors, LLC 100
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 100
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 100
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 100
United Services Automobile Association 100
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 100
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 100
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 100
Capstone Investment Advisors, Llc 100
Royce & Associates Lp 100
RidgeWorth Capital Management LLC 100
Zacks Investment Management 100
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 100
Federation des caisses Desjardins du Quebec 100
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 100
State of Wyoming 99
Deere & Co 99
Y-Intercept (Hong Kong) Ltd 99
QS Investors, LLC 99
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 99
Laurion Capital Management LP 99
AMP Capital Investors Ltd 99
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 99
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 99
Campbell & CO Investment Adviser LLC 99
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 99
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 99
Lindbrook Capital, Llc 98
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 98
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 98
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 98
M&t Bank Corp 98
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 98
Stratos Wealth Partners, LTD. 98
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 98
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 98
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 98
Denali Advisors Llc 98
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 97
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 97
Wealthspire Advisors, L.P. 97
Alberta Investment Management Corp 97
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 97
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 97
Voloridge Investment Management, Llc 97
Stevens Capital Management Lp 97
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 97
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 97
Coldstream Capital Management Inc 97
Geneos Wealth Management Inc. 97
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 97
Vident Investment Advisory, LLC 97
Whittier Trust Co 97
Menta Capital Llc 97
OMERS ADMINISTRATION Corp 97
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 96
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 96
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 96
First Mercantile Trust Co 96
Quantitative Systematic Strategies LLC 96
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 96
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 96
Oppenheimer Funds Inc 96
Shell Asset Management Co 96
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 95
First Manhattan Co 95
Loomis Sayles & Co L P 95
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 95
Alpine Global Management, LLC 95
LS Investment Advisors, LLC 95
Chicago Equity Partners Llc 95
Susquehanna Fundamental Investments, Llc 95
Berman Capital Advisors, LLC 95
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 95
Jump Financial, LLC 95
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 95
Cambridge Investment Research Advisors, Inc. 95
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 95
JNL SERIES TRUST - JNL Bond Index Fund (I) 94
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 94
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 94
Private Advisor Group, LLC 94
State Farm Mutual Fund Trust 94
PENN SERIES FUNDS INC - International Equity Fund 94
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 94
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 94
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 94
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 94
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 94
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 94
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 94
State Farm Variable Product Trust 94
Hbk Investments L P 94
Public Sector Pension Investment Board 94
Orion Portfolio Solutions, LLC 93
Nuveen, LLC 93
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 93
Grantham, Mayo, Van Otterloo & Co. LLC 93
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 93
D.a. Davidson & Co. 93
Police & Firemen's Retirement System of New Jersey 93
Ajo, Lp 93
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 93
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 93
Brown Brothers Harriman & Co 93
Graham Capital Management, L.P. 93
Gotham Asset Management, LLC 93
QCVAX - Clearwater Investment Trust - Clearwater International Fund 93
Css Llc/il 93
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 93
Ground Swell Capital, LLC 93
Clear Street Markets Llc 93
Nomura Asset Management Co Ltd 93
Summit Trail Advisors, Llc 92
SRS Capital Advisors, Inc. 92
Larson Financial Group LLC 92
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 92
Skopos Labs, Inc. 92
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 92
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 92
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 92
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 92
Crossmark Global Holdings, Inc. 92
Tfs Capital Investment Trust 92
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 92
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 92
Jones Financial Companies Lllp 92
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 92
PineBridge Investments, L.P. 92
Fuller & Thaler Asset Management, Inc. 92
First Quadrant L P/ca 92
Assenagon Asset Management S.A. 92
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 91
Natixis 91
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 91
LMR Partners LLP 91
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 91
CENTRAL TRUST Co 91
Ensign Peak Advisors, Inc 91
Mariner, LLC 91
Capital Advisors, Ltd. LLC 91
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 91
Cohen & Steers Reit & Preferred Income Fund Inc 91
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 91
SBI Securities Co., Ltd. 91
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 91
Ellington Management Group Llc 91
NEXT Financial Group, Inc 91
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 91
Cresset Asset Management, LLC 91
FDx Advisors, Inc. 90
Aigen Investment Management, Lp 90
Farmers & Merchants Investments Inc 90
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 90
Commonwealth Equity Services, Llc 90
Intech Investment Management Llc 90
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 90
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 90
Rydex Etf Trust 90
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 90
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 90
BNP Paribas Asset Management Holding S.A. 90
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 90
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 90
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 90
Blair William & Co/il 90
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 90
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 90
Yousif Capital Management, Llc 90
Td Asset Management Inc 90
Landscape Capital Management, L.l.c. 90
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 90
Quantamental Technologies LLC 90
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 90
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 90
Mirae Asset Global Investments Co., Ltd. 90
Tfs Capital Llc 89
Proficio Capital Partners LLC 89
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 89
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 89
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 89
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 89
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 89
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 89
Algert Global Llc 89
Convergence Investment Partners, LLC 89
Globeflex Capital L P 89
Assured Investment Management LLC 89
Versor Investments LP 89
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 89
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 89
DekaBank Deutsche Girozentrale 89
Aquatic Capital Management LLC 89
Umb Bank N A/mo 89
CoreCap Advisors, LLC 89
CIBC Asset Management Inc 88
Quantinno Capital Management LP 88
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 88
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 88
Alps Advisors Inc 88
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 88
Corebridge Financial, Inc. 88
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 88
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 88
Occudo Quantitative Strategies Lp 88
Hartland & Co., LLC 88
Airain ltd 88
First Hawaiian Bank 88
Boston Partners 88
AdvisorNet Financial, Inc 88
Regions Financial Corp 87
Lord, Abbett & Co. Llc 87
First Republic Investment Management, Inc. 87
Mutual Of America Capital Management Llc 87
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 87
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 87
Bayesian Capital Management, LP 87
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 87
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 87
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 87
Numeric Investors Llc 87
Robeco Institutional Asset Management B.V. 87
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 87
Hudson Bay Capital Management LP 87
Exchange Traded Concepts, Llc 87
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 87
Karp Capital Management Corp 87
Natixis Advisors, L.p. 87
State of Alaska, Department of Revenue 87
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 87
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 87
Capital Performance Advisors Llp 87
Sawtooth Solutions, LLC 87
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 86
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 86
C M Bidwell & Associates Ltd 86
MAI Capital Management 86
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 86
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 86
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 86
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 86
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 86
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 86
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 86
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 86
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 86
Dark Forest Capital Management Lp 86
Cohen & Steers Select Preferred & Income Fund, Inc. 86
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 85
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 85
Keybank National Association/oh 85
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 85
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 85
Rothschild Investment Llc 85
Capstone Asset Management Co 85
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 85
ClariVest Asset Management LLC 85
Brown Advisory Inc 85
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 85
Nordea Investment Management Ab 85
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 85
Thompson Siegel & Walmsley Llc 85
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 85
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 85
Nine Chapters Capital Management LLC 84
Cornercap Investment Counsel Inc 84
True Wealth Design, LLC 84
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 84
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 84
Amalgamated Financial Corp. 84
Sowell Financial Services LLC 84
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 84
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 84
BlackRock Japan Co. Ltd 84
Manchester Capital Management LLC 84
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 84
Analytic Investors, LLC 84
Visium Asset Management, LP 84
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 84
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 84
First Trust Intermediate Duration Preferred & Income Fund 84
Quarry LP 84
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 84
Mercer Global Advisors Inc /adv 84
Smartleaf Asset Management LLC 84
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 84
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 84
Pine River Capital Management L.P. 84
Ronald Blue Trust, Inc. 84
Carroll Financial Associates, Inc. 84
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 84
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 83
Systematic Financial Management Lp 83
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 83
Pathstone Family Office, Llc 83
AHL Partners LLP 83
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 83
Amundi 83
Guggenheim Active Allocation Fund 83
Fox Run Management, L.l.c. 83
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 83
Handelsbanken Fonder AB 83
Enterprise Financial Services Corp 83
Amundi Pioneer Asset Management Inc 83
Texas Permanent School Fund 83
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 83
Rafferty Asset Management, LLC 82
World Asset Management Inc 82
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 82
Weiss Multi-Strategy Advisers LLC 82
Louisiana State Employees Retirement System 82
Benjamin F. Edwards & Company, Inc. 82
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 82
NumerixS Investment Technologies Inc 82
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 82
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 82
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 82
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 82
Cornerstone Planning Group LLC 82
State of New Jersey Common Pension Fund D 82
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 82
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 82
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 82
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 82
Belpointe Asset Management LLC 82
Mason Street Advisors, Llc 82
Great Lakes Advisors, Llc 82
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 82
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 82
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 82
Skandinaviska Enskilda Banken AB (publ) 82
Synovus Financial Corp 82
Bank Of Nova Scotia 82
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 82
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 82
Profund Advisors Llc 82
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 82
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 82
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 82
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 82
Cerity Partners LLC 82
Municipal Employees' Retirement System of Michigan 81
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 81
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 81
Cibc World Markets Corp 81
Alyeska Investment Group, L.P. 81
SAC Capital Advisors LP 81
Cnh Partners Llc 81
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 81
Westpac Banking Corp 81
Holocene Advisors, LP 81
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 81
Atria Investments Llc 81
Weiss Asset Management LP 81
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 81
Asset Management One Co., Ltd. 81
VTL Associates, LLC 81
United Capital Financial Advisers, Llc 81
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 81
Gabelli Funds Llc 81
Valeo Financial Advisors, LLC 81
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 81
Point72 Asia (Singapore) Pte. Ltd. 80
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 80
Vanguard Whitehall Funds 80
General Motors Investment Management Corp 80
Absolute Return Capital, LLC 80
IndexIQ Advisors LLC 80
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 80
Nuveen Preferred & Income Securities Fund 80
American Portfolios Advisors 80
Oppenheimer & Co Inc 80
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 80
Harbour Investments, Inc. 80
FundVantage Trust - Verplanck Balanced Fund 80
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 80
EBI - RBB Fund Trust - Longview Advantage ETF 80
Old Mutual Global Investors (UK) Ltd. 80
Spire Wealth Management 80
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 80
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 80
Mackay Shields Llc 80
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 80
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 80
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 80
Smithfield Trust Co 80
Principal Securities, Inc. 80
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 80
Commonwealth Equity Services, Inc 79
Mitsubishi UFJ Trust & Banking Corp 79
Boston Private Wealth Llc 79
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 79
Massachusetts Financial Services Co /ma/ 79
Commonwealth Bank Of Australia 79
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 79
APG Asset Management N.V. 79
Penserra Capital Management LLC 79
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 79
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 79
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 79
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 79
Bartlett & Co. LLC 79
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 79
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 79
GAM Holding AG 79
CIBC World Markets Inc. 78
Jefferies Financial Group Inc. 78
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 78
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 78
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 78
Northern Trust Co Of Connecticut 78
Twin Tree Management, LP 78
PFFD - Global X Funds - Global X U.S. Preferred ETF 78
Riverhead Capital Management Llc 78
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 78
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 78
Jfs Wealth Advisors, Llc 78
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 78
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 78
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 78
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 78
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 78
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 78
Blueshift Asset Management, LLC 78
Summit Global Investments 78
Cetera Investment Advisers 78
Pinnacle Wealth Planning Services, Inc. 78
Stone Ridge Asset Management LLC 78
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 78
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 78
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 78
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 78
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 78
Klp Kapitalforvaltning As 78
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 78
Catalyst Capital Advisors LLC 77
Nuveen Preferred & Income Opportunities Fund 77
GV Financial Advisors 77
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 77
Ellevest, Inc. 77
Rehmann Capital Advisory Group 77
Ieq Capital, Llc 77
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 77
EntryPoint Capital, LLC 77
Baird Financial Group, Inc. 77
Polar Asset Management Partners Inc. 77
Fortitude Family Office, LLC 77
Caitong International Asset Management Co., Ltd 77
Xact Kapitalforvaltning AB 77
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 77
James Investment Research Inc 77
Snowden Capital Advisors LLC 77
Avantax Planning Partners, Inc. 77
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 77
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 77
International Assets Investment Management, Llc 77
GIMFX - GMO TRUST - GMO Implementation Fund 77
Bokf, Na 77
Wealth Enhancement Advisory Services, Llc 77
Hartford Mutual Funds Inc/ct 77
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 77
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 76
Bowling Portfolio Management LLC 76
Jane Street Holding, LLC 76
Caxton Associates Lp 76
Profunds - Profund Vp Oil & Gas 76
Seven Eight Capital, Lp 76
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 76
FineMark National Bank & Trust 76
Employees Retirement System of Texas 76
Hantz Financial Services, Inc. 76
FORA Capital, LLC 76
Wbi Investments, Inc. 76
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 76
Vestcor Inc 76
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 76
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 76
Plante Moran Financial Advisors, LLC 76
Old Mutual Customised Solutions (proprietary) Ltd 76
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 76
Eqis Capital Management, Inc. 76
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 76
Cambria Investment Management, L.P. 76
Cullen/frost Bankers, Inc. 76
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 75
Princeton Alpha Management LP 75
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 75
Sciencast Management LP 75
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 75
Daiwa Securities Group Inc. 75
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 75
Vantage Consulting Group Inc 75
Point72 Middle East FZE 75
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 75
Ontario Teachers Pension Plan Board 75
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 75
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 75
Kestra Advisory Services, LLC 75
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 75
Empowered Funds, LLC 75
JustInvest LLC 75
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 75
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 75
Bell Investment Advisors, Inc 75
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 75
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 74
Cetera Advisor Networks LLC 74
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 74
Interval Partners, LP 74
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 74
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 74
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 74
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 74
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 74
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 74
Bartlett & Co. Wealth Management Llc 74
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 74
Philadelphia Financial Management of San Francisco, LLC 74
Pathstone Holdings, LLC 74
Brevan Howard Capital Management LP 74
Gemmer Asset Management LLC 74
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 74
Caisse De Depot Et Placement Du Quebec 74
WFG Advisors, LP 74
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 74
Advisors Preferred, LLC 74
Aviva Plc 74
National Bank Of Canada /fi/ 74
Jupiter Asset Management Ltd 74
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 74
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 74
Howe & Rusling Inc 73
FIL Ltd 73
Wedge Capital Management L L P/nc 73
Cornerstone Advisors, Inc. 73
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 73
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 73
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 73
Clearbridge Investments, LLC 73
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 73
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 73
Oppenheimer Asset Management Inc. 73
Quest Partners LLC 73
Parkwood LLC 73
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 73
Barings Llc 73
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 73
Csenge Advisory Group 73
MBOVX - M FUND INC - M Large Cap Value Fund 73
Toroso Investments, LLC 73
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 73
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 73
Clinton Group Inc 73
Reilly Financial Advisors, Llc 73
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 73
Brookfield Asset Management Inc. 73
Tocqueville Asset Management L.p. 72
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 72
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 72
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 72
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 72
Fieldpoint Private Securities, LLC 72
Diversified Trust Co 72
Mml Investors Services, Llc 72
Point72 (DIFC) Ltd 72
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 72
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 72
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 72
Elkfork Partners LLC 72
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 72
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 72
Rational Advisors Llc 72
Candriam Luxembourg S.C.A. 72
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 72
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 72
Vanguard Horizon Funds 72
Societe Generale 72
Spark Investment Management LLC 72
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 72
Gradient Investments LLC 72
Petrus Trust Company, LTA 72
Gyon Technologies Capital Management, LP 72
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 71
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 71
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 71
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 71
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 71
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 71
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 71
Stephens Consulting, LLC 71
Pnc Funds 71
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 71
Picton Mahoney Asset Management 71
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 71
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 71
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 71
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 71
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 71
Invictus RG 71
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 71
Nbc Securities, Inc. 71
Venturi Wealth Management, LLC 71
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 71
Pictet Asset Management Holding SA 71
Hotchkis & Wiley Capital Management Llc 71
New York Life Investment Management Llc 71
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 70
Aster Capital Management (DIFC) Ltd 70
ETRADE Capital Management LLC 70
Maryland State Retirement & Pension System 70
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 70
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 70
Wipfli Financial Advisors Llc, 70
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 70
Citizens Financial Group Inc/ri 70
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 70
HAP Trading, LLC 70
Pictet Asset Management Sa 70
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 70
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 70
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 70
Financial Gravity Companies, Inc. 70
PENN SERIES FUNDS INC - Small Cap Index Fund 70
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 70
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 70
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 70
Nebula Research & Development LLC 70
JNBA Financial Advisors 70
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 70
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 70
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 70
Brinker Capital Investments, LLC 70
Capital Returns Management, LLC 70
NN Investment Partners Holdings N.V. 70
Twin Peaks Wealth Advisors, LLC 70
Weld Capital Management Llc 70
Profunds - Profund Vp Small-cap 70
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 70
Utah Retirement Systems 70
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 70
NSIDX - Northern Funds - Northern Small Cap Index Fund 70
Hexagon Capital Partners LLC 70
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 70
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 70
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 70
Teza Capital Management LLC 70
Qs Batterymarch Financial Management, Inc 70
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 70
Cipher Capital LP 70
Prospera Financial Services Inc 70
Calvert Investment Management, Inc. 70
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 69
VCSLX - VALIC Co I - Small Cap Index Fund 69
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 69
Dreman Value Management, L L C 69
Tarbox Family Office, Inc. 69
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 69
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 69
Illinois Municipal Retirement Fund 69
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 69
USA Financial Portformulas Corp 69
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 69
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 69
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 69
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 69
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 69
First Citizens Bank & Trust Co 69
MUFG Securities EMEA plc 69
Savant Capital, LLC 69
Whittier Trust Co Of Nevada Inc 69
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 69
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 69
Financial Management Professionals, Inc. 69
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 69
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 69
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 69
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 69
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 69
SJS Investment Consulting Inc. 69
Pictet Asset Management Ltd 69
Symphony Asset Management Llc 69
CI Private Wealth, LLC 69
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 69
Sei Trust Co 69
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 69
Ameritas Investment Corp 69
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 69
Profunds - Profund Vp Ultrasmall-cap 69
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 69
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 68
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 68
Schubert & Co 68
Prestige Wealth Management Group LLC 68
IAK - iSHARES TRUST - iShares U.S. Insurance ETF 68
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 68
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 68
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 68
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 68
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 68
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 68
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 68
Patriot Financial Group Insurance Agency, LLC 68
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 68
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 68
Alphacrest Capital Management Llc 68
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 68
Catalyst Funds Management Pty Ltd 68
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 68
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 68
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 68
Calamos Advisors LLC 68
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 68
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 68
BDO Wealth Advisors, LLC 68
Adage Capital Partners Gp, L.l.c. 68
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 68
Cadence Capital Management Llc 68
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 68
SLPIX - Profunds - Small-cap Profund Investor Class 68
Td Private Client Wealth Llc 68
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 68
Bogle Investment Management L P /de/ 67
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 67
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 67
Evercore Wealth Management, LLC 67
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 67
Sandy Spring Bank 67
Quent Capital, LLC 67
FNY Managed Accounts LLC 67
Winton Diversified Opportunities Fund 67
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 67
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 67
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 67
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 67
UMA Financial Services, Inc. 67
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 67
Universal- Beteiligungs- und Servicegesellschaft mbH 67
Spot Trading L.L.C 67
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 67
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 67
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 67
Evoke Wealth, Llc 67
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 67
AE Wealth Management LLC 67
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 67
Kennedy Capital Management, Inc. 67
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 67
Johnson Financial Group, Inc. 67
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 67
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 67
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 67
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 67
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 67
IWM - iSHARES TRUST - iShares Russell 2000 ETF 67
Ci Investments Inc. 67
Sutton Wealth Advisors Inc. 67
ORG Partners LLC 67
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 66
BNP Paribas Investment Partners S.A. 66
Twinbeech Capital Lp 66
Bridgewater Associates, LP 66
Earnest Partners Llc 66
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 66
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 66
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 66
North Star Investment Management Corp. 66
Sherbrooke Park Advisers Llc 66
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 66
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 66
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 66
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 66
Creative Financial Designs Inc /adv 66
Hemington Wealth Management 66
Checchi Capital Advisers, LLC 66
Wealthfront Inc 66
Private Wealth Management Group, LLC 66
Disciplined Investments, LLC 66
Trust Co Of Vermont 66
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 66
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 66
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 66
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 66
Xponance, Inc. 66
Paradigm Asset Management Co Llc 66
Atlas Capital Advisors Llc 66
Kcm Investment Advisors Llc 66
We Are One Seven, LLC 66
Everence Capital Management Inc 66
Advanced Series Trust - Ast Advanced Strategies Portfolio 66
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 66
Regentatlantic Capital Llc 66
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 66
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 66
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 66
Ing Groep Nv 66
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 66
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 66
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 65
Cordant, Inc. 65
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 65
Steward Financial Group LLC 65
Ameritas Advisory Services, LLC 65
1832 Asset Management L.P. 65
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 65
Counterpoint Mutual Funds LLC 65
Fiera Capital Corp 65
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 65
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 65
Stephens Inc /ar/ 65
Entropy Technologies, LP 65
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 65
Sanctuary Advisors, LLC 65
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 65
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 65
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 65
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 65
Asset Dedication, LLC 65
Pearl River Capital, LLC 65
BRYN MAWR TRUST Co 65
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 65
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 65
Brookstone Capital Management 65
Avion Wealth 65
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 65
Itau Unibanco Holding S.A. 65
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 65
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 65
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 65
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 65
VCAAX - VALIC Co I - Asset Allocation Fund 65
Index Management Solutions, LLC 65
Placemark Investments, Inc. 65
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 64
Sunbelt Securities, Inc. 64
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 64
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 64
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 64
Duality Advisers, Lp 64
Gamco Investors, Inc. Et Al 64
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 64
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 64
Timber Hill LLC 64
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 64
Humankind Benefit Corp - Humankind US Stock ETF 64
Flagship Harbor Advisors, Llc 64
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 64
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 64
Claymore Exchange-traded Fund Trust 64
State Of Michigan Retirement System 64
Meridian Wealth Partners, LLC 64
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 64
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 64
Ubs Oconnor Llc 64
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 64
NewSquare Capital LLC 64
STFBX - Advisers Investment Trust - State Farm Balanced Fund 64
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 64
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 64
Old Mission Capital Llc 64
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 64
Blackrock Core Bond Trust 64
Moore Capital Management, Lp 64
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 64
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 64
Colony Group Llc 64
Commerce Bank 64
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 64
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 64
Eagle Asset Management Inc 64
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 64
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 64
Old National Bancorp /in/ 64
CWM Advisors, LLC 64
Edgestream Partners, L.P. 64
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 64
Salem Investment Counselors Inc 64
Bailard, Inc. 64
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 63
Axq Capital, Lp 63
Glen Harbor Capital Management LLC 63
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 63
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 63
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 63
Irish Life Investment Managers Ltd. 63
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 63
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 63
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 63
NorthCoast Asset Management LLC 63
Atlantic Trust, LLC 63
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 63
FLDFX - Meeder Funds - BALANCED FUND Retail Class 63
Leuthold Group, Llc 63
Commerzbank Aktiengesellschaft /fi 63
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 63
Guggenheim Strategic Opportunities Fund 63
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 63
Zweig-DiMenna Associates LLC 63
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 63
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 63
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 63
IBM Retirement Fund 63
People's United Financial, Inc. 63
Hollencrest Capital Management 63
Cigna Investments Inc /new 63
Hanseatic Management Services Inc 63
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 63
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 63
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 63
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 63
Erste Asset Management GmbH 63
Money Concepts Capital Corp 62
Livforsakringsbolaget Skandia, Omsesidigt 62
Pitcairn Co 62
Headlands Technologies LLC 62
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 62
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 62
Smith Asset Management Group Lp 62
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 62
Guardian Wealth Advisors, LLC 62
Lighthouse Investment Partners, LLC 62
Invictus RG Pte. Ltd. 62
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 62
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 62
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 62
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 62
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 62
DAACX - Adviser Managed Trust - Diversified Equity Fund 62
Wealthcare Capital Management Llc 62
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 62
Element Capital Management Llc 62
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 62
Centaurus Financial, Inc. 62
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 62
Seacrest Wealth Management, Llc 62
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 62
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 62
Inceptionr Llc 62
National Planning Corp 62
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 62
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 62
Janus Capital Management Llc 62
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 62
Global Financial Private Client, LLC 62
Atom Investors LP 62
Resources Investment Advisors, LLC. 62
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 62
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 62
Zebra Capital Management LLC 62
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 62
Bb&t Securities, Llc 62
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 62
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 62
RMB Capital Management, LLC 61
Rothschild Asset Management Inc 61
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 61
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 61
Shelton Capital Management 61
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 61
Cantab Capital Partners LLP 61
Golden State Wealth Management, LLC 61
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 61
IHT Wealth Management, LLC 61
FinTrust Capital Advisors, LLC 61
Jpmorgan Trust Iii 61
Sequoia Financial Advisors, LLC 61
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 61
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 61
Maven Securities LTD 61
Mirabella Financial Services Llp 61
AGF Investments LLC 61
Winslow, Evans & Crocker, Inc. 61
Capula Management Ltd 61
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 61
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 61
Bridgefront Capital, LLC 61
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 61
Hartford Investment Management Co 61
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 61
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 61
Retirement Systems of Alabama 61
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 61
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 60
Etf Managers Group, Llc 60
Contravisory Investment Management, Inc. 60
Cetera Advisors LLC 60
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 60
Rialto Wealth Management, LLC 60
Compagnie Lombard Odier SCmA 60
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 60
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 60
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 60
Kayne Anderson Rudnick Investment Management Llc 60
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 60
Hennessy Advisors Inc 60
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 60
WASHINGTON TRUST Co 60
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 60
CAPROCK Group, Inc. 60
Advisor Partners Ii, Llc 60
FJ Capital Management LLC 60
Usca Ria Llc 60
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 60
CenterStar Fund, LLC 60
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 60
Veriti Management LLC 60
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 60
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 60
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 60
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 60
Advisor Partners Llc 60
Optiver Holding B.V. 60
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 60
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 60
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 60
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 60
Mycio Wealth Partners, Llc 60
Harbor Investment Advisory, Llc 60
CPSIX - Unified Series Trust - Fci Bond Fund 60
Moors & Cabot, Inc. 60
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 60
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 60
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 60
TD Waterhouse Canada Inc. 59
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 59
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 59
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 59
Prospector Partners Llc 59
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 59
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 59
Motco 59
Warren Averett Asset Management, LLC 59
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 59
MML Series Investment Fund II - MML Blend Fund Initial Class 59
Treasurer of the State of North Carolina 59
Bay Harbor Wealth Management, LLC 59
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 59
Financial Architects, Inc 59
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 59
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 59
New England Securities Corp /MA/ 59
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 59
Oppenheimer Global Multi Strategies Fund 59
Kanaly Trust Co 59
Jennison Associates Llc 59
Rise Advisors, LLC 59
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 59
Harvest Fund Management Co., Ltd 59
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 59
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 59
Veritable, L.P. 59
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 59
Prudential Plc 59
Cary Street Partner Investment Advisory Llc 59
Hm Payson & Co 59
Mount Yale Investment Advisors, LLC 59
Agf Investments Inc. 59
Securian Asset Management, Inc 59
Advanced Series Trust - Ast Small-cap Growth Portfolio 58
DiNuzzo Private Wealth, Inc. 58
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 58
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 58
Kingsview Wealth Management, LLC 58
Rsm Us Wealth Management Llc 58
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 58
Zions Bancorporation 58
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 58
Mather Group, Llc. 58
FourThought Financial, LLC 58
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 58
Delpha Capital Management, Llc 58
Independent Portfolio Consultants, Inc. 58
Clark Capital Management Group, Inc. 58
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 58
Meadow Creek Investment Management LLC 58
San Francisco Sentry Investment Group (ca) 58
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 58
Baker Avenue Asset Management, LP 58
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 58
Heritage Wealth Advisors 58
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 58
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 58
Evergreen Capital Management Llc 58
Zions Bancorporation, N.A. 58
Soros Fund Management Llc 58
Balentine LLC 58
Burney Co/ 58
Lee Financial Co 58
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 58
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 58
Oakworth Capital, Inc. 58
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 58
Ashton Thomas Private Wealth, LLC 58
Lenox Wealth Advisors, LLC 58
Silvercrest Asset Management Group Llc 58
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 58
Washington Trust Bank 58
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 58
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 58
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 58
Horizon Investments, LLC 58
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 58
Crestline Management, LP 57
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 57
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 57
Parkworth Wealth Management, Inc. 57
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 57
New Mexico Educational Retirement Board 57
Harbor Capital Advisors, Inc. 57
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 57
nVerses Capital, LLC 57
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 57
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 57
Corton Capital Inc. 57
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 57
Kore Private Wealth LLC 57
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 57
Lido Advisors, LLC 57
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 57
CSat Investment Advisory, L.P. 57
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 57
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 57
Annis Gardner Whiting Capital Advisors, LLC 57
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 57
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 57
Forum Financial Management, LP 57
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 57
Mason Street Advisors, Llc 57
Ethic Inc. 57
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 57
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 57
Standard Life Aberdeen plc 57
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 57
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 57
CX Institutional 57
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 57
Maverick Capital Ltd 57
South Dakota Investment Council 57
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 57
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 57
Highlander Capital Management, LLC 57
Bruce G. Allen Investments, LLC 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 56
MCF Advisors LLC 56
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 56
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 56
Forum Funds 56
Man Investments Ltd 56
GW&K Investment Management, LLC 56
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 56
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 56
Vident Advisory, LLC 56
Mckinley Capital Management Llc /delaware 56
Calamos Strategic Total Return Fund 56
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 56
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 56
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 56
Trustcore Financial Services, Llc 56
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 56
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 56
Sanctuary Wealth Advisors, LLC 56
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 56
I.g. Investment Management, Ltd. 56
First Horizon Corp 56
Wilbanks Smith & Thomas Asset Management Llc 56
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 56
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 56
RBF Capital, LLC 56
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 56
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 56
Thompson Davis & Co., Inc. 56
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 56
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 56
HFM Investment Advisors, LLC 56
LRI Investments, LLC 56
Wedbush Securities Inc 56
Atria Wealth Solutions, Inc. 56
SECOR Capital Advisors, LP 56
Driehaus Capital Management Llc 56
Crewe Advisors LLC 56
Janney Capital Management LLC 56
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 55
Oakbrook Investments Llc 55
Colony Group, LLC 55
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 55
Optimum Investment Advisors 55
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 55
Continuum Advisory, LLC 55
Yorktown Management & Research Co Inc 55
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 55
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 55
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 55
Sound Income Strategies, LLC 55
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 55
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 55
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 55
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 55
John Hancock Hedged Equity & Income Fund 55
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 55
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 55
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 55
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 55
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 55
Quantitative Investment Management, LLC 55
Royal London Asset Management Ltd 55
Parametrica Management Ltd 55
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 55
Gideon Capital Advisors, Inc. 55
DRW Securities, LLC 55
First Personal Financial Services 55
Tfo-tdc, Llc 55
Segall Bryant & Hamill, Llc 55
Flaherty & Crumrine Preferred Securities Income Fund Inc 55
Bryn Mawr Capital Management Inc 55
Raymond James Trust N.a. 55
Sumitomo Mitsui Trust Holdings, Inc. 55
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 55
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 55
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 55
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 55
TFC Financial Management 54
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 54
Bb&t Investment Services, Inc. 54
Cable Hill Partners, LLC 54
Tlp Group Llc 54
Integrated Wealth Concepts LLC 54
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 54
Chevy Chase Trust Holdings, Inc. 54
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 54
Arkadios Wealth Advisors 54
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 54
Beacon Pointe Advisors, LLC 54
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 54
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 54
Blackrock Credit Allocation Income Trust 54
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 54
Innealta Capital, Llc 54
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 54
SOUTH STATE Corp 54
Legacy Financial Advisors, Inc. 54
First Allied Advisory Services, Inc. 54
Riverview Trust Co 54
GABELLI & Co INVESTMENT ADVISERS, INC. 54
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 54
BRC Investment Management LLC 54
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 54
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 54
Jain Global LLC 54
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 54
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 54
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 54
Capital Guardian Trust Co 54
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 54
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 54
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 54
Eagle Bay Advisors LLC 54
Breton Hill Capital Ltd. 54
Scotia Capital Inc. 54
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 54
Covington Capital Management 54
Highland Capital Management, Llc 54
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 54
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 54
Wealthcare Advisory Partners LLC 54
Tortoise Investment Management, LLC 54
McIlrath & Eck, LLC 53
Americafirst Capital Management, Llc 53
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 53
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 53
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 53
Carlson Capital L P 53
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 53
Advanced Series Trust - Ast Small-cap Value Portfolio 53
Capital One, National Association 53
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 53
Chicago Partners Investment Group LLC 53
Advisory Research Inc 53
Comerica Securities,inc. 53
CVA Family Office, LLC 53
Independent Advisor Alliance 53
Stonebridge Capital Advisors LLC 53
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 53
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 53
Bogart Wealth, LLC 53
Virtus Investment Advisers, Inc. 53
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 53
Zeke Capital Advisors, Llc 53
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 53
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 53
Arlington Partners LLC 53
WealthPLAN Partners, LLC 53
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 53
Wetherby Asset Management Inc 53
WPG Advisers, LLC 53
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 53
Ropes Wealth Advisors Llc 53
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 53
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 53
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 53
Signet Financial Management, Llc 53
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 53
Peak6 Llc 53
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 53
Vigilant Capital Management, LLC 53
Freestone Capital Holdings, LLC 53
Navellier & Associates Inc 53
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 53
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 53
Boston Advisors Llc 53
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 53
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 53
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 53
Capital World Investors 53
Fisher Asset Management, LLC 53
Jacobi Capital Management LLC 53
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 53
Cambridge Trust Co 53
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 53
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 53
Eaton Vance Ltd Duration Income Fund 53
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 53
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 53
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 53
Johnson Investment Counsel Inc 53
Jaffetilchin Investment Partners, LLC 53
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 53
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 52
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 52
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 52
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 52
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 52
Integrated Wealth Management 52
Global X Funds 52
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 52
JJJ Advisors Inc. 52
MQS Management LLC 52
Usaa Etf Trust 52
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 52
Ballentine Partners, LLC 52
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 52
Clear Harbor Asset Management, LLC 52
Liberty Mutual Group Asset Management Inc. 52
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 52
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 52
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 52
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 52
IWB - iSHARES TRUST - iShares Russell 1000 ETF 52
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 52
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 52
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 52
Cohen & Steers Infrastructure Fund Inc 52
IYF - iSHARES TRUST - iShares U.S. Financials ETF 52
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 52
Valley National Advisers Inc 52
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 52
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 52
Allstate Corp 52
MML Series Investment Fund II - MML Equity Rotation Fund Class II 52
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 52
Global Income Builder Portfolio - Global Income Builder Portfolio 52
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 52
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 52
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 52
Alera Investment Advisors, LLC 52
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 52
Scoria Capital Partners LP 52
Front Row Advisors LLC 52
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 52
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 52
Whipplewood Advisors, LLC 52
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 52
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 52
VCBDX - VALIC Co I - Core Bond Fund 52
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 52
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 52
Paces Ferry Wealth Advisors, Llc 51
Baldwin Brothers Inc/ma 51
Icon Advisers Inc/co 51
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 51
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 51
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 51
Park Avenue Securities Llc 51
Caption Management, LLC 51
Flaherty & Crumrine Total Return Fund Inc 51
6 Meridian 51
Flaherty & Crumrine Preferred Income Fund Inc 51
Profunds - Profund Vp Financials 51
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 51
URTH - iShares, Inc. - iShares MSCI World ETF 51
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 51
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 51
Gupta Wealth Management LLC 51
Westwood Holdings Group Inc 51
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 51
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 51
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 51
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 51
UniSuper Management Pty Ltd 51
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 51
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 51
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 51
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 51
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 51
Baird Robert W & Co Inc /wi/ 51
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 51
Natixis Investment Managers International 51
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 51
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 51
Keebeck Alpha, LP 51
Associated Banc-corp 51
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 51
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 51
DAVENPORT & Co LLC 51
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 51
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 51
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 51
Tcwp Llc 51
UYG - PROSHARES TRUST - ProShares Ultra Financials 51
Focused Wealth Management, Inc 51
Tcw Group Inc 51
Nuveen Multi-Asset Income Fund 51
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF 51
Raleigh Capital Management Inc. 51
U.S. Capital Wealth Advisors, LLC 51
New Vernon Investment Management Llc 51
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 51
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 51
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 51
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 51
Shapiro Robert N 51
Mizuho Trust & Banking Co., Ltd. 51
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 50
Nuveen Preferred & Income Term Fund 50
VCGAX - VALIC Co I - Growth & Income Fund 50
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 50
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 50
Archford Capital Strategies, LLC 50
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 50
Baystate Wealth Management LLC 50
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 50
Greenleaf Trust 50
Sumitomo Mitsui DS Asset Management Company, Ltd 50
BI Asset Management Fondsmaeglerselskab A/S 50
Korea Investment CORP 50
Van Eck Associates Corp 50
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 50
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 50
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 50
Moody National Bank Trust Division 50
Toth Financial Advisory Corp 50
Key FInancial Inc 50
Concord Wealth Partners 50
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 50
Santa Fe Partners LLC 50
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 50
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 50
GHP Investment Advisors, Inc. 50
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 50
Moneta Group Investment Advisors Llc 50
Capital Bank & Trust Co 50
BerganKDV Wealth Management, LLC 50
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 50
Arden Investment Series Trust 50
Hutchin Hill Capital, LP 50
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 50
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 50
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 50
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 50
Sachetta, LLC 50
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 50
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 50
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 50
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 49
Deerfield Management Company, L.p. (series C) 49
Tibra Equities Europe Ltd 49
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 49
Dorsey Wright & Associates 49
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 49
Barrow Hanley Mewhinney & Strauss Llc 49
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 49
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 49
Merit Financial Group, LLC 49
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 49
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 49
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 49
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 49
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 49
Diametric Capital, LP 49
SpiderRock Trading LLC 49
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 49
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 49
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 49
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 49
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 49
Wiley Bros.-aintree Capital, Llc 49
Tradeworx Inc. 49
Envestnet Portfolio Solutions, Inc. 49
Qrg Capital Management, Inc. 49
Edge Advisors, Llc 49
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 49
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 49
Grove Bank & Trust 49
Tompkins Financial Corp 49
Quest Capital Management Inc /adv 49
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 49
Colonial Trust Co / SC 49
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 49
Boston Private Bank & Trust Co 49
Mv Capital Management, Inc. 49
Koshinski Asset Management, Inc. 49
Gulf International Bank (UK) Ltd 49
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 49
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 49
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 49
Regal Investment Advisors LLC 49
Kapitalo Investimentos Ltda 49
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 49
Financial Advocates Investment Management 49
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 49
Glenmede Investment Management, LP 49
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 49
Quinn Opportunity Partners LLC 49
Legg Mason Investment Counsel, LLC 49
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 49
Oak Thistle LLC 49
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 49
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 49
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 49
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 49
Achmea Investment Management B.V. 49
Riggs Asset Managment Co. Inc. 49
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 48
EAM Investors, LLC 48
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 48
Northwest & Ethical Investments L.P. 48
Meritage Portfolio Management 48
Perigon Wealth Management, LLC 48
Cerebellum GP, LLC 48
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 48
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 48
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 48
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 48
Capital Analysts, Inc. 48
Sit Investment Associates Inc 48
Alaska Permanent Fund Corp 48
Northwestern Mutual Investment Management Company, Llc 48
Iat Reinsurance Co Ltd. 48
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 48
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 48
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 48
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 48
Sageworth Trust Co 48
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 48
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 48
Delta Asset Management Llc/tn 48
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 48
Shay Capital LLC 48
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 48
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 48
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 48
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 48
Echo Street Capital Management LLC 48
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 48
Machina Capital S.a.s. 48
Montag A & Associates Inc 48
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 48
Brinker Capital Inc 48
WR Wealth Planners, LLC 48
Mendota Financial Group, LLC 48
NSGRX - Northern Funds - Northern Small Cap Core Fund 48
Eudaimonia Partners, LLC 48
Woodline Partners LP 48
GeoWealth Management, LLC 48
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 48
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 48
Cca Investments Trust 48
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 48
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 48
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 48
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 48
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 48
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 48
Gts Securities Llc 48
Avestar Capital, LLC 48
Measured Wealth Private Client Group, LLC 48
Gillson Capital LP 48
Alpine Woods Capital Investors, Llc 48
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 48
Wunderlich Securities, Inc. 47
Andra AP-fonden 47
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 47
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 47
Vise Technologies, Inc. 47
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 47
Columbia Partners L L C Investment Management 47
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 47
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 47
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 47
Voleon Capital Management Lp 47
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 47
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 47
Transamerica Partners Funds Group 47
Symmetry Partners, LLC 47
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 47
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 47
Gateway Investment Advisers Llc 47
Endeavour Capital Advisors Inc 47
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 47
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 47
Susquehanna Portfolio Strategies, LLC 47
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 47
IWC - iSHARES TRUST - iShares Micro-Cap ETF 47
Abound Wealth Management 47
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 47
Ledyard National Bank 47
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 47
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 47
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 47
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 47
Longfellow Investment Management Co Llc 47
Banque Pictet & Cie Sa 47
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 47
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 47
Coastal Investment Advisors, Inc. 47
Wealthspire Advisors, LLC 47
Mutual Advisors, LLC 47
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 47
Transamerica Partners Funds Group Ii 47
Wexford Capital Lp 47
Trust Department Mb Financial Bank N A 47
Simon Quick Advisors, Llc 47
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 47
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 47
Knight Capital Group, Inc. 47
Westside Investment Management, Inc. 47
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 47
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 47
Agf Management Ltd 47
Regent Peak Wealth Advisors LLC 47
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 47
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 47
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 47
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 47
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 47
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 47
Capital Asset Advisory Services LLC 47
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 47
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 47
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 47
Childress Capital Advisors, Llc 47
Ritholtz Wealth Management 46
DC Investments Management, LLC 46
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 46
Venture Visionary Partners LLC 46
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 46
Virginia Retirement System 46
Harvest Group Wealth Management, Llc 46
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 46
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 46
E. Ohman J:or Asset Management AB 46
Bank Of Hawaii 46
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 46
Fortitude Advisory Group L.L.C. 46
Koch Industries Inc 46
Neo Ivy Capital Management 46
Matarin Capital Management, LLC 46
R Squared Ltd 46
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 46
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 46
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 46
Kestra Private Wealth Services, Llc 46
Cromwell Holdings LLC 46
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 46
Munder Series Trust 46
King Luther Capital Management Corp 46
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 46
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 46
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 46
Eaton Vance Tax Advantaged Global Dividend Income Fund 46
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 46
Stanley-Laman Group, Ltd. 46
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 46
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 46
Carolinas Wealth Consulting Llc 46
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 46
Weiss Strategic Interval Fund 46
CenterStar Asset Management, LLC 46
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 46
Twin Capital Management Inc 46
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 46
Ausdal Financial Partners, Inc. 46
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 46
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 46
Paragon Capital Management Ltd 46
Tokio Marine Asset Management Co Ltd 46
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 46
EP Wealth Advisors, Inc. 46
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 46
Flinton Capital Management LLC 46
Voya Global Advantage & Premium Opportunity Fund 46
Townsquare Capital Llc 46
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 46
SYSTM Wealth Solutions LLC 45
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 45
Crow Point Partners, LLC 45
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 45
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 45
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 45
Private Ocean, LLC 45
Numerai GP LLC 45
Apriem Advisors 45
Buckingham Strategic Partners 45
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 45
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 45
ISAM Funds (UK) Ltd 45
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 45
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 45
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 45
Legg Mason Asset Management (Japan) Co., Ltd. 45
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 45
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 45
RFP Financial Group LLC 45
Western Asset Income Fund 45
HB Wealth Management, LLC 45
Next Capital Management LLC 45
Procyon Private Wealth Partners, LLC 45
John Hancock Income Securities Trust 45
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 45
Prana Capital Management, LP 45
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 45
Aberdeen Asset Management Plc/uk 45
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 45
Sargent Bickham Lagudis LLC 45
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 45
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 45
Wealthfront Advisers Llc 45
Ab Pooling Portfolios 45
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 45
Global X Management CO LLC 45
NOFIX - Northern Funds - Northern Fixed Income Fund 45
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 45
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 45
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 45
Intellectus Partners, LLC 45
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 45
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 45
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 45
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 45
Pzena Investment Management Llc 45
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 45
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 45
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 45
Trustmark National Bank Trust Department 45
Blackrock Multi-sector Income Trust 45
DnB Asset Management AS 45
Capital International Investors 45
Vontobel Holding Ltd. 45
ID Management A/S 45
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 45
Bluefin Trading, LLC 45
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 45
Water Island Capital Llc 45
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 45
Anchor Investment Management, LLC 45
Pentwater Capital Management LP 45
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 45
Joel Isaacson & Co., LLC 45
Athanor Capital, Lp 44
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 44
Dubuque Bank & Trust Co 44
Bedel Financial Consulting, Inc. 44
Integrated Investment Consultants, LLC 44
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 44
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 44
Qtron Investments LLC 44
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 44
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 44
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 44
AQGNX - AQR Funds - AQR Global Equity Fund Class N 44
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 44
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 44
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 44
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 44
Denver Investment Advisors Llc 44
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 44
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 44
Mosaic Family Wealth, LLC 44
361 Capital Llc 44
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 44
Dynamic Capital Management Ltd 44
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 44
USS Investment Management Ltd 44
Sigma Planning Corp 44
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 44
BFOR - ALPS ETF Trust - Barron's 400 ETF 44
Liberty Wealth Management Llc 44
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 44
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 44
Arlington Trust Co LLC 44
Renaissance Group Llc 44
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 44
Mn Services Vermogensbeheer B.V. 44
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 44
Oppenheimer Variable Account Funds 44
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 44
Levin Capital Strategies, L.p. 44
Shepherd Kaplan Krochuk, Llc 44
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 44
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 44
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 44
Transamerica Partners Portfolios 44
Royce Value Trust Inc 44
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 44
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 44
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 44
Glen Eagle Advisors, LLC 44
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 44
Delphi Private Advisors LLC 44
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 44
EverPoint Asset Management, LLC 44
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 44
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 44
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 44
Spring Creek Capital Llc 44
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 44
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 44
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 44
PGGM Investments 44
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 44
Gerstein Fisher 44
Hughes Financial Services, LLC 44
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 44
Hartford Series Fund Inc 44
Banque Cantonale Vaudoise 44
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 44
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 44
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 44
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 44
Avantax Advisory Services, Inc. 44
Truvestments Capital Llc 44
Gargoyle Investment Advisor L.L.C. 44
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 44
Activest Wealth Management 44
Capital Research Global Investors 44
Woodmont Investment Counsel Llc 44
M&r Capital Management Inc 44
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 44
Advisor Resource Council 44
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 44
Advance Capital I Inc 43
AIEQ - ETF Managers Trust - AI Powered Equity ETF 43
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 43
Blackrock Ltd Duration Income Trust 43
First Capital Advisors Group, LLC. 43
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 43
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 43
STXV - EA Series Trust - Strive 1000 Value ETF 43
NatWest Group plc 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 43
HighPoint Advisor Group LLC 43
Institutional & Family Asset Management, Llc 43
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 43
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 43
Reliance Trust Co Of Delaware 43
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 43
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 43
NOCBX - Northern Funds - Northern Core Bond Fund 43
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 43
Pallas Capital Advisors LLC 43
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 43
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 43
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 43
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 43
SummitTX Capital, L.P. 43
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 43
Column Capital Advisors, LLC 43
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 43
Forsta Ap-fonden 43
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 43
Leavell Investment Management, Inc. 43
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 43
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 43
Nachman Norwood & Parrott, Inc 43
Foundry Partners, LLC 43
Omnia Family Wealth, LLC 43
Pinnacle Associates Ltd 43
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 43
Fjarde Ap-fonden /fourth Swedish National Pension Fund 43
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 43
VGLSX - VALIC Co I - Global Strategy Fund 43
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 43
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 43
Weaver Consulting Group 43
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 43
WealthTrust-Arizona, LLC 43
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 43
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 43
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 43
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 43
Coppell Advisory Solutions LLC 43
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 43
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 43
Pendal Group Ltd 43
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 43
Sierra Capital LLC 43
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 43
Icon Wealth Partners, LLC 43
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 43
M&g Investment Management Ltd 43
Lombard Odier Asset Management (Switzerland) SA 43
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 43
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 42
Cowen Group, Inc. 42
City National Bank 42
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 42
Unison Advisors LLC 42
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 42
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 42
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 42
Highline Wealth Partners Llc 42
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 42
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 42
Prime Capital Investment Advisors, LLC 42
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 42
Elite Wealth Management, Inc. 42
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 42
Foresters Investment Management Company, Inc. 42
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 42
Cinctive Capital Management LP 42
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 42
Sun Life Financial Inc 42
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 42
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 42
Fred Alger Management, Llc 42
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 42
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 42
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 42
Cassady Schiller Wealth Management, LLC 42
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 42
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 42
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 42
Webster Bank, N. A. 42
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 42
Nuveen S&p 500 Dynamic Overwrite Fund 42
Bayforest Capital Ltd 42
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 42
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 42
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 42
First New York Securities Llc /ny 42
Impact Partnership Wealth, LLC 42
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 42
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 42
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 42
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 42
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 42
RSSL - Global X Funds - Global X Russell 2000 ETF 42
Stifel Nicolaus & Co Inc \mo\ 42
Zurich Insurance Group Ltd/FI 42
Redwood Investment Management, Llc 42
Lingohr & Partner Asset Management GmbH 42
CWA Asset Management Group, LLC 42
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 42
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 42
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 42
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 42
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 42
Verdence Capital Advisors LLC 42
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 42
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 42
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 42
Truewealth Llc 42
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 42
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 42
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 42
Geneva Advisors, LLC 42
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 42
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 42
IFM Investors Pty Ltd 42
Cookson Peirce & Co Inc 42
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 42
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 41
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 41
Brighton Jones Llc 41
Western Asset Investment Grade Defined Opportunity Trust Inc. 41
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 41
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 41
Virtus Global Dividend & Income Fund Inc. 41
Palisade Capital Management Llc/nj 41
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 41
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 41
Alpha Windward Llc 41
Thurston, Springer, Miller, Herd & Titak, Inc. 41
Swedbank AB 41
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 41
Lincoln National Corp 41
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 41
LGT Financial Advisors LLC 41
Jackson Creek Investment Advisors LLC 41
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 41
First Interstate Bank 41
Newbridge Financial Services Group, Inc. 41
Jump Trading, LLC 41
West Tower Group, LLC 41
HBK Sorce Advisory LLC 41
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 41
Hoxton Financial, Inc. 41
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 41
Alliancebernstein Global High Income Fund Inc 41
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 41
Duncker Streett & Co Inc 41
BBVA USA Bancshares, Inc. 41
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 41
Glg Llc 41
MML Series Investment Fund II - MML Equity Fund Initial Class 41
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 41
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 41
Ziegler Capital Management, LLC 41
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 41
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 41
Balasa Dinverno & Foltz Llc 41
IMC-Chicago, LLC 41
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 41
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 41
Lecap Asset Management Ltd 41
Kistler-Tiffany Companies, LLC 41
Lmcg Investments, Llc 41
Worldquant Millennium Advisors Llc 41
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 41
Altshuler Shaham Ltd 41
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 41
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 41
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 41
Gryphon Financial Partners LLC 41
Delta Lloyd Nv 41
GPS Wealth Strategies Group, LLC 41
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 41
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 41
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 41
Wolff Wiese Magana Llc 41
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 41
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 41
Highstreet Asset Management Inc. 41
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 41
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 41
Nissay Asset Management Corp /japan/ /adv 41
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 41
Bp Plc 41
TRUE Private Wealth Advisors 41
Meiji Yasuda Asset Management Co Ltd. 41
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 41
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 41
Dynamic Technology Lab Pte Ltd 41
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 41
Qsemble Capital Management, LP 41
Nicholas Investment Partners, LP 41
Hussman Strategic Advisors, Inc. 40
Endurance Wealth Management, Inc. 40
Integrated Quantitative Investments LLC 40
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 40
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 40
GLG Partners LP 40
Laffer Investments 40
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 40
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 40
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 40
HighVista Strategies LLC 40
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 40
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 40
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 40
Elo Mutual Pension Insurance Co 40
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 40
Neuburgh Advisers LLC 40
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 40
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 40
Advantage Investment Management, Llc 40
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 40
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 40
Seeyond 40
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 40
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 40
Edge Wealth Management LLC 40
Banco Bilbao Vizcaya Argentaria, S.a. 40
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 40
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 40
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 40
HHM Wealth Advisors, LLC 40
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 40
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 40
Sugarloaf Wealth Management, LLC 40
SG3 Management, LLC 40
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 40
Salomon & Ludwin, LLC 40
Caas Capital Management Lp 40
New Age Alpha Advisors, LLC 40
Artemis Investment Management LLP 40
Archer Investment Corp 40
Cornerstone Wealth Management, LLC 40
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 40
Scientech Research LLC 40
Magnus Financial Group LLC 40
Connor Clark & Lunn Investment Management Ltd 40
First Eagle Investment Management, LLC 40
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 40
Winton Capital Management Ltd 40
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 40
Voya Global Equity Dividend & Premium Opportunity Fund 40
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 40
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 40
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 40
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 40
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 40
Belvedere Trading LLC 40
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 40
Cribstone Capital Management, LLC 40
National Pension Service 40
Weaver C. Barksdale & Associates, Inc. 40
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 40
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 40
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 40
Migdal Insurance & Financial Holdings Ltd. 40
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 40
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 40
Verus Capital Partners, Llc 40
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 40
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 40
Kalos Management, Inc. 40
Horan Securities, Inc. 40
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 40
Harel Insurance Investments & Financial Services Ltd. 39
Next Financial Holdings 39
Operose Advisors LLC 39
Pacitti Group Inc. 39
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 39
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 39
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 39
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 39
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 39
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 39
HYLD - Exchange Listed Funds Trust - High Yield ETF 39
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 39
Lombard Odier Asset Management (USA) Corp 39
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 39
Tsfg, Llc 39
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 39
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 39
Kovitz Investment Group Partners, LLC 39
Tradition Wealth Management, LLC 39
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 39
Founders Financial Alliance, LLC 39
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 39
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 39
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 39
Lucus Advisors Llc 39
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 39
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 39
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 39
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 39
Richard Bernstein Advisors LLC 39
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 39
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 39
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 39
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 39
Princeton Global Asset Management LLC 39
Tradewinds Capital Management, LLC 39
Tredje AP-fonden 39
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 39
Ashton Thomas Securities, Llc 39
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 39
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 39
GGBFX - GuideStone Funds - Global Bond Fund Investor 39
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 39
VCSBX - VALIC Co II - Strategic Bond Fund 39
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 39
MARSHALL WACE ASIA Ltd 39
Savior LLC 39
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 39
WealthCollab, LLC 39
Opal Wealth Advisors, LLC 39
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 39
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 39
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 39
Westport Resources Management Inc 39
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 39
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 39
Abich Financial Wealth Management LLC 39
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 39
Thomas White International Ltd 39
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 39
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 39
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 39
Community Bank, N.A. 39
Symphony Financial, Ltd. Co. 39
Wetzel Investment Advisors, Inc. 39
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 39
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 39
NewEdge Wealth, LLC 39
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 39
Mfs Multimarket Income Trust 39
Accurate Wealth Management, LLC 39
Stux Capital Management, LLC 39
Kestra Investment Management, LLC 39
Campbell Multi-strategy Trust 39
Tyers Asset Management LLC 39
Dean Investment Associates, Llc 38
Monarch Partners Asset Management LLC 38
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 38
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 38
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 38
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 38
Cornerstone Investment Partners, LLC 38
WealthTrak Capital Management LLC 38
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 38
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 38
Nuveen Preferred & Income 2022 Term Fund 38
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 38
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 38
Shinko Asset Management Co., Ltd. 38
Amplius Wealth Advisors, LLC 38
Hexavest Inc. 38
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 38
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 38
Chartwell Investment Partners, Llc 38
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 38
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 38
Wilmington Trust Co 38
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 38
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 38
Fifth Third Wealth Advisors LLC 38
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 38
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 38
Calton & Associates, Inc. 38
Affinity Investment Advisors, Llc 38
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 38
Tcw Strategic Income Fund Inc 38
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 38
IXG - iSHARES TRUST - iShares Global Financials ETF 38
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 38
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 38
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 38
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 38
Capitolis Advisors LLC 38
Equitec Proprietary Markets, Llc 38
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 38
Meiji Yasuda Life Insurance Co 38
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 38
Edmond De Rothschild Holding S.a. 38
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 38
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 38
BlueCrest Capital Management LLP 38
Brewin Dolphin Ltd 38
Wesbanco Bank Inc 38
Rockefeller Financial Services Inc 38
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 38
Washington Trust Advisors, Inc. 38
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 38
Cna Financial Corp 38
American National Bank 38
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 38
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 38
Ionic Capital Management LLC 38
Aviance Capital Partners, LLC 38
Nuveen Core Equity Alpha Fund 38
EA Series Trust 38
Moisand Fitzgerald Tamayo, LLC 38
Sculptor Capital LP 38
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 38
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 38
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 38
St Germain D J Co Inc 38
CenturyLink Investment Management Co 38
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 38
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 38
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 38
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 38
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 38
Camarda Financial Advisors, LLC 38
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 38
Mount Lucas Management LP 38
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 38
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 38
Ibex Wealth Advisors 38
Dfa Investment Trust Co - The U.s. Large Cap Value Series 38
Chilton Capital Management Llc 38
Redpoint Investment Management Pty Ltd 38
Callan Family Office, LLC 38
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 38
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 38
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 38
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 38
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 38
Confluence Wealth Services, Inc. 38
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 38
Hanson & Doremus Investment Management 37
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 37
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 37
Bleakley Financial Group, LLC 37
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 37
Santori & Peters, Inc. 37
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 37
Decade Capital Management Llc 37
TradeLink Global Equity LLC 37
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 37
Enlightenment Research, LLC 37
Mizuho Securities Usa Llc 37
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 37
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 37
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 37
First Financial Corp /in/ 37
Apollon Wealth Management, LLC 37
One Wealth Advisors, LLC 37
Red Tortoise LLC 37
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 37
Yakira Capital Management, Inc. 37
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 37
Guardian Life Insurance Co Of America 37
Frazier Financial Advisors, LLC 37
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 37
Polar Capital LLP 37
Pensionmark Financial Group, Llc 37
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 37
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 37
Pinnacle Financial Partners Inc 37
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 37
WealthStone, Inc. 37
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 37
Krilogy Financial LLC 37
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 37
Gilder Gagnon Howe & Co Llc 37
Paulson Wealth Management Inc. 37
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 37
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 37
Dai-ichi Life Holdings, Inc. 37
1st Global Advisors, Inc. 37
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 37
Dixon Hughes Goodman Wealth Advisors LLC 37
Guardian Capital Lp 37
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 37
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 37
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 37
CBOE Vest Financial, LLC 37
Pinz Capital Management, LP 37
Seizert Capital Partners, Llc 37
Dana Investment Advisors, Inc. 37
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 37
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 37
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 37
Bare Financial Services, Inc 37
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 37
Kilter Group LLC 37
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 37
Squar Milner Financial Services Llc 37
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 37
Vestmark Advisory Solutions, Inc. 37
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 37
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 37
Kingdon Capital Management, L.l.c. 37
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 37
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 37
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 37
Virtus ETF Advisers LLC 37
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 37
Benjamin Edwards Inc 37
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 37
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 37
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 37
Conning Inc. 37
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 37
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 37
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 37
Burt Wealth Advisors 37
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 37
PRW Wealth Management LLC 37
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 37
Concurrent Investment Advisors, LLC 37
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 37
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 37
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 37
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 37
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 37
Castleview Partners, Llc 37
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 37
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 37
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 37
Accel Wealth Management 37
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 37
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 37
Mfs Charter Income Trust 37
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 37
Amerivest Investment Management LLC 37
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 37
Rotella Capital Management, Inc. 37
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 37
Beacon Capital Management, LLC 37
Sheaff Brock Investment Advisors, LLC 37
Ossiam 37
Dalton Greiner Hartman Maher & Co 36
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 36
TRANSAMERICA FUNDS - Transamerica Core Bond I2 36
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 36
Hirtle Callaghan & Co LLC 36
FormulaFolio Investments, LLC 36
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 36
CenterBook Partners LP 36
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 36
Perkins Coie Trust Co 36
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 36
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 36
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 36
Interchange Capital Partners, LLC 36
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 36
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 36
U S Global Investors Inc 36
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 36
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 36
Argent Trust Co 36
Ramsey Quantitative Systems 36
Wilmington Trust, National Association 36
Wagner Wealth Management, Llc 36
John Hancock Preferred Income Fund Ii 36
Axxcess Wealth Management, Llc 36
ABASX - AB TRUST - AB Discovery Value Fund Class A 36
SRB Corp 36
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 36
IMA Wealth, Inc. 36
VisionPoint Advisory Group, LLC 36
Heartland Advisors Inc 36
John Hancock Preferred Income Fund Iii 36
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 36
Binnacle Investments Inc 36
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 36
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 36
Bbva Usa 36
Mizuho Asset Management Co.,Ltd. 36
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 36
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 36
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 36
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 36
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 36
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 36
Investors Research Corp 36
Doyle Wealth Management 36
Pinnacle Bancorp, Inc. 36
Ridgewood Investments LLC 36
F&C Asset Management plc 36
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 36
Atlantic Union Bankshares Corp 36
Evolution Wealth Advisors, LLC 36
Old Second National Bank Of Aurora 36
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 36
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 36
Hudock, Inc. 36
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 36
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 36
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 36
Citizens Business Bank 36
Vantage Investment Advisors, LLC 36
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 36
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 36
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 36
Nuveen Tax-advantaged Dividend Growth Fund 36
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 36
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 36
Point72 Europe (London) LLP 36
Householder Group Estate & Retirement Specialist, LLC 36
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 36
Cramer Rosenthal Mcglynn Llc 36
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 36
Tiverton Asset Management Llc 36
Unigestion Holding SA 36
Full18 Capital LLC 36
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 36
Country Trust Bank 36
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 36
Dai-Ichi Life Insurance Company, Ltd 36
Advent Capital Management /de/ 36
William Blair Investment Management, Llc 36
Waddell & Reed Financial Inc 36
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 36
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 36
Calamos Long/Short Equity & Dynamic Income Trust 36
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 36
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 36
Sierra Ocean, Llc 36
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 36
Ogorek Anthony Joseph /ny/ /adv 36
Alpha Paradigm Partners, LLC 36
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 36
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 36
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 35
Valued Wealth Advisors LLC 35
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 35
Wakefield Asset Management LLLP 35
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 35
Epoch Investment Partners, Inc. 35
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 35
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 35
Telemetry Investments, L.L.C. 35
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 35
Principia Wealth Advisory, LLC 35
K2 Principal Fund, L.p. 35
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 35
Deseret Mutual Benefit Administrators 35
Quotient Investors, LLC 35
YorkBridge Wealth Partners, LLC 35
River Road Asset Management, LLC 35
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 35
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 35
Stoneridge Investment Partners Llc 35
Evermay Wealth Management Llc 35
Winfield Associates, Inc. 35
NOLVX - Northern Funds - Northern Large Cap Value Fund 35
Vaughan Nelson Investment Management, L.p. 35
American Funds Insurance Series 35
V-Square Quantitative Management LLC 35
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 35
CNB Bank 35
PIMCO FUNDS - PIMCO Sector Fund Series - I 35
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 35
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 35
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 35
Destination Wealth Management 35
ICA Group Wealth Management, LLC 35
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 35
Schechter Investment Advisors, LLC 35
Banco Santander, S.A. 35
Eaton Vance Tax Advantaged Dividend Income Fund 35
Claro Advisors LLC 35
PIMCO FUNDS - PIMCO Short Asset Portfolio 35
RBB FUND, INC. - Adara Smaller Companies Fund 35
Arden Trust Co 35
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 35
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 35
Spears Abacus Advisors LLC 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 35
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 35
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 35
Turner Investments, L.p. 35
Diamond Hill Capital Management Inc 35
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 35
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 35
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 35
Capital Investment Advisory Services, LLC 35
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 35
Fidelis Capital Partners, LLC 35
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 35
Lenox Wealth Management, Inc. 35
Atwood & Palmer Inc 35
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 35
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 35
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 35
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 35
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 35
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 35
Stonebridge Financial Group, LLC 35
VCCBX - VALIC Co II - Core Bond Fund 35
MU Investments Co., Ltd. 35
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 35
Hilltop Holdings Inc. 35
Munder Capital Management 35
Krane Funds Advisors LLC 35
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 35
Avalon Advisors, Llc 35
Perpetual Ltd 35
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 35
Whitebox Advisors Llc 35
First Bank & Trust 35
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 35
Asahi Life Asset Management Co., Ltd. 35
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 35
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 35
Transamerica Financial Advisors, Inc. 35
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 35
L & S Advisors Inc 35
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 35
Kentucky Retirement Systems 35
AHIVX - American Century Investment Trust - High Income Fund Investor Class 35
Private Wealth Asset Management, LLC 35
USVT - Ultimus Managers Trust - US VALUE ETF 35
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 35
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 35
John Hancock Preferred Income Fund 35
J.w. Cole Advisors, Inc. 35
D'Orazio & Associates, Inc. 35
TCTC Holdings, LLC 35
Baader Bank INC 35
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 35
FNY Partners Fund LP 34
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 34
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 34
StoneX Group Inc. 34
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 34
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 34
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 34
Arete Wealth Advisors, LLC 34
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 34
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 34
Freestone Grove Partners LP 34
Kentucky Retirement Systems Insurance Trust Fund 34
Kepos Capital LP 34
Zullo Investment Group, Inc. 34
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 34
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 34
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 34
Howard Hughes Medical Institute 34
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 34
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 34
Kemnay Advisory Services Inc. 34
AlphaMark Advisors, LLC 34
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 34
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 34
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 34
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 34
Vanguard Windsor Funds 34
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 34
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 34
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 34
Mint Tower Capital Management B.V. 34
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 34
Allegis Investment Advisors, LLC 34
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 34
Resona Asset Management Co.,Ltd. 34
Cordasco Financial Network 34
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 34
Daiwa Capital Markets America Inc. 34
Jump Trading, Llc 34
GFS Advisors, LLC 34
Livingston Group Asset Management CO (operating as Southport Capital Management) 34
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 34
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 34
Gladius Capital Management LP 34
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 34
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 34
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 34
Winch Advisory Services, LLC 34
Connectus Wealth, LLC 34
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 34
Tobam 34
West Paces Advisors Inc. 34
Syon Capital Llc 34
Dynamic Advisor Solutions LLC 34
Turtle Creek Wealth Advisors, LLC 34
City Holding Co 34
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 34
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 34
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 34
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 34
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 34
Beaird Harris Wealth Management, LLC 34
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 34
Vertex One Asset Management Inc. 34
SkyView Investment Advisors, LLC 34
Park Place Capital Corp 34
QCM Cayman, Ltd. 34
Railway Pension Investments Ltd 34
Norinchukin Bank, The 34
Blue Arrow Capital Management Llc 34
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 34
Quaker Wealth Management, LLC 34
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 34
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 34
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 34
Price Capital Management, Inc. 34
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 34
Moran Wealth Management, LLC 34
Metis Global Partners, LLC 34
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 34
Zions Bancorporation, National Association /ut/ 34
AustralianSuper Pty Ltd 34
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 34
Westchester Capital Management, LLC 34
Mill Creek Capital Advisors, LLC 34
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 34
Horizons Etf Trust I 34
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 34
Meeder Advisory Services, Inc. 33
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 33
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 33
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 33
Atticus Wealth Management, Llc 33
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 33
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 33
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 33
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 33
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 33
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 33
Deprince Race & Zollo Inc 33
Alpine Associates Management Inc. 33
Strategic Wealth Partners, Ltd. 33
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 33
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 33
Westfield Capital Management Co Lp 33
Keeley Asset Management Corp 33
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 33
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 33
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 33
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 33
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 33
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 33
BlackRock ETF Trust II - BlackRock Total Return ETF 33
Intrust Bank Na 33
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 33
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 33
ClearAlpha Technologies LP 33
Bollard Group LLC 33
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 33
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 33
Sentry Investment Management Llc 33
Security National Trust Co 33
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 33
Dorsey & Whitney Trust CO LLC 33
Minichmacgregor Wealth Management, Llc 33
Signition Lp 33
Colonial Trust Advisors 33
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 33
Mark Sheptoff Financial Planning, Llc 33
Connable Office Inc 33
KAMES CAPITAL plc 33
Atomi Financial Group, Inc. 33
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 33
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 33
Wright Investors Service Inc 33
Emerald Mutual Fund Advisers Trust 33
Hl Financial Services Llc 33
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 33
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 33
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 33
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 33
Eagle Global Advisors Llc 33
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 33
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 33
First Midwest Bank Trust Division 33
WealthTrust Fairport, LLC 33
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 33
Vectors Research Management, LLC 33
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 33
Barnett & Company, Inc. 33
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 33
1620 Investment Advisors, Inc. 33
Polaris Wealth Advisory Group, LLC 33
Origin Asset Management LLP 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 33
Simplicity Wealth,LLC 33
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 33
CR Intrinsic Investors, LLC 33
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 33
B. Metzler seel. Sohn & Co. AG 33
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 33
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 33
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 33
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 33
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 33
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 33
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 33
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 33
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 33
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 33
Caxton Associates Llp 33
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 33
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 33
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 33
American Independence Funds Trust 33
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 33
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 33
B. Metzler seel. Sohn & Co. Holding AG 33
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 33
Inspire Advisors, LLC 33
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 33
Cleararc Capital Inc 33
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 33
Lebenthal Asset Management, LLC 33
Addison Advisors LLC 33
High Note Wealth, LLC 33
Harbour Capital Advisors, LLC 33
First Command Bank 33
First Command Financial Services, Inc. 33
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 33
Psagot Investment House Ltd. 33
McAdam, LLC 33
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 33
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 33
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 33
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 33
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 33
SpiderRock Advisors, LLC 33
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 33
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 33
Donoghue Forlines LLC 33
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 33
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 33
Rosenberg Matthew Hamilton 33
Bank Julius Baer & Co. Ltd, Zurich 33
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 33
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 33
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 33
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 33
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 33
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 33
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 33
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 33
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 33
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 33
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 33
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 33
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 33
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 33
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 33
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 33
Macroview Investment Management Llc 32
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 32
Institute for Wealth Management, LLC. 32
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 32
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 32
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 32
American Capital Advisory, LLC 32
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 32
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 32
Blackstone Group Inc 32
Scout Investments, Inc. 32
Cambiar Investors Llc 32
Fort Washington Investment Advisors Inc /oh/ 32
Laurel Wealth Advisors, Inc. 32
111 Capital 32
Empirical Finance, LLC 32
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 32
Northwest Investment Counselors, Llc 32
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 32
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 32
Caldwell Securities, Inc 32
Ameriflex Group, Inc. 32
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 32
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 32
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 32
Albion Financial Group /ut 32
TD Capital Management LLC 32
Mraz, Amerine & Associates, Inc. 32
NorthRock Partners, LLC 32
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 32
Mountain Road Advisors, LLC 32
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 32
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 32
Cim Investment Mangement Inc 32
Herndon Capital Management Llc 32
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 32
GoalVest Advisory LLC 32
Glazer Capital, Llc 32
Mid Atlantic Financial Management Inc/adv 32
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 32
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 32
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 32
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 32
Ascend Capital, Llc 32
Polymer Capital Management (US) LLC 32
Ifrah Financial Services, Inc. 32
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 32
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 32
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 32
Ferris Capital, Llc 32
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 32
Capstone Series Fund Inc 32
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 32
Opus Capital Group, LLC 32
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 32
Nvwm, Llc 32
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 32
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 32
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 32
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 32
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 32
Advisory Alpha, LLC 32
Gardner Lewis Asset Management L P 32
Glg Inc. 32
MBEQX - M FUND INC - M International Equity Fund 32
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 32
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 32
Estabrook Capital Management 32
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 32
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 32
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 32
Fulton Bank, N.a. 32
Corient Capital Partners, LLC 32
Family Firm, Inc. 32
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 32
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 32
Gdl Fund 32
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 32
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 32
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 32
Spectrum Management Group, LLC 32
Personal Cfo Solutions, Llc 32
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 32
Easterly Investment Partners Llc 32
Creekmur Asset Management LLC 32
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 32
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 32
Desjardins Global Asset Management Inc. 32
SOA Wealth Advisors, LLC. 32
EJF Capital LLC 32
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 32
Samlyn Capital, Llc 32
Six Circles Trust - Six Circles Credit Opportunities Fund 32
Alexandria Capital, LLC 32
Bradley Foster & Sargent Inc/ct 32
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 32
Fiduciary Trust Co 32
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 32
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 32
Vinva Investment Management Ltd 32
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 32
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 32
BlueMar Capital Management, LLC 32
Tdam Usa Inc. 32
Kaizen Advisory, Llc 32
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 32
MANA Advisors LLC 32
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 32
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 32
Legacy Advisors, LLC 32
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 32
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 32
AXS Investments LLC 32
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 32
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 32
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 32
Farringdon Capital, Ltd. 32
Carillon Tower Advisers, Inc. 32
Hallmark Capital Management Inc 32
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 32
Ninety One UK Ltd 32
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 32
Royal Fund Management, LLC 32
Pineridge Advisors LLC 32
Advisors Capital Management, LLC 32
VBCVX - VALIC Co I - Systematic Value Fund 31
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 31
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 31
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 31
Harvest Management Llc 31
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 31
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 31
Clough Capital Partners L P 31
Haber Trilix Advisors, Lp 31
MPS Loria Financial Planners, LLC 31
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 31
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 31
CCMG - EA Series Trust - CCM Global Equity ETF 31
Tyler-Stone Wealth Management 31
Highland Capital Management Lp 31
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 31
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 31
Adviser Investments LLC 31
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 31
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 31
Northpointe Capital Llc 31
Blackrock Corporate High Yield Fund, Inc. 31
Pittenger & Anderson Inc 31
Aspire Private Capital, LLC 31
Carmichael Hill & Associates, Inc. 31
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 31
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 31
Garde Capital, Inc. 31
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 31
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 31
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 31
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 31
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 31
AlphaCentric Advisors LLC 31
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 31
Partnervest Advisory Services LLC 31
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 31
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 31
City State Bank 31
Global Financial Private Capital, LLC 31
Pinkerton Retirement Specialists, LLC 31
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 31
Oliver Lagore Vanvalin Investment Group 31
Calamos Wealth Management LLC 31
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 31
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 31
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 31
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 31
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 31
Dogwood Wealth Management LLC 31
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 31
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 31
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 31
TIMOTHY PLAN - Timothy Strategic Variable 31
CTC Alternative Strategies, Ltd. 31
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 31
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 31
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 31
Logan Capital Management Inc 31
Alpine Series Trust 31
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 31
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 31
Transce3nd, LLC 31
Voya Financial Advisors, Inc. 31
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 31
Monashee Investment Management LLC 31
Calamos Global Dynamic Income Fund 31
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 31
Strategic Blueprint, LLC 31
Emerald Investment Partners, Llc 31
West Oak Capital, LLC 31
Daiwa SB Investments Ltd. 31
Exane Derivatives 31
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 31
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 31
Ostrum Asset Management 31
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 31
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 31
Mach-1 Financial Group, Inc. 31
Graves-Light Private Wealth Management, Inc. 31
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 31
Clean Yield Group 31
Center for Financial Planning, Inc. 31
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 31
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 31
Impax Asset Management Group plc 31
Gerber Kawasaki Wealth & Investment Management 31
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 31
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 31
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 31
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 31
DT Investment Partners, LLC 31
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 31
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 31
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 31
Rs Investment Trust 31
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 31
Fortis Advisors, LLC 31
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 31
Mbb Public Markets I Llc 31
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 31
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 31
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 31
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 31
Wealth Quarterback LLC 31
Armstrong Advisory Group, Inc 31
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 31
Dunhill Financial, LLC 31
Buckingham Strategic Wealth, Llc 31
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 31
Redwood Wealth Management Group, LLC 31
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 31
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 31
Lake Point Wealth Management 31
Davidson Kempner Capital Management Lp 31
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 31
Kepos Capital LP 31
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 31
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 31
Putnam Fl Investment Management Co 31
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 31
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 31
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 31
New York Life Trust Co 31
State of New Jersey Common Pension Fund A 31
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 31
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 31
Steel Peak Wealth Management LLC 31
Isi Strategy Fund Inc 31
Roosevelt Investment Group Llc 31
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 31
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 31
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 30
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 30
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 30
Nwam Llc 30
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 30
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 30
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 30
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 30
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 30
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 30
Industrial Alliance Investment Management Inc. 30
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 30
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 30
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 30
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 30
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 30
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 30
Tuttle Tactical Management LLC 30
PhiloSmith Capital Corp 30
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 30
Lloyds Banking Group plc 30
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 30
Readystate Asset Management Lp 30
S. Muoio & Co. Llc 30
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 30
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 30
Knights of Columbus Asset Advisors LLC 30
Adams Diversified Equity Fund, Inc. 30
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 30
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 30
Palladium Partners Llc 30
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 30
Bremer Trust National Association 30
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 30
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 30
Vivaldi Asset Management, LLC 30
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 30
Standard Family Office LLC 30
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 30
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 30
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 30
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 30
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 30
Intersect Capital LLC 30
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 30
Bruderman Asset Management, LLC 30
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 30
Wedmont Private Capital 30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 30
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 30
Foster & Motley Inc 30
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 30
Moody Lynn & Lieberson, Llc 30
SageView Advisory Group, LLC 30
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 30
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 30
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 30
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 30
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 30
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 30
25 Llc 30
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 30
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 30
Fieldview Capital Management, LLC 30
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 30
Semmax Financial Advisors Inc. 30
West Branch Capital LLC 30
Fortis Capital Advisors, LLC 30
Central Bank & Trust Co 30
Todd Asset Management Llc 30
Cohen & Steers Global Income Builder, Inc 30
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 30
Bremer Bank National Association 30
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 30
Delaware Enhanced Global Dividend & Income Fund 30
Kowal Investment Group, LLC 30
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 30
Hcim Trust 30
EHP Funds Inc. 30
Cantor Fitzgerald, L. P. 30
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 30
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 30
NJ State Employees Deferred Compensation Plan 30
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 30
Certified Advisory Corp 30
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 30
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 30
Athena Capital Advisors Llc 30
Polianta Ltd 30
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 30
Trilogy Capital Inc. 30
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 30
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 30
Allred Capital Management, LLC 30
Peapack Gladstone Financial Corp 30
Price Wealth Management, Inc. 30
Kiwi Wealth Investments Limited Partnership 30
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 30
Congress Wealth Management LLC / DE / 30
Resources Management Corp /ct/ /adv 29
First City Capital Management, Inc. 29
Bluefin Capital Management, Llc 29
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 29
Red Door Wealth Management, LLC 29
Fiduciary Alliance LLC 29
Intact Investment Management Inc. 29
Shine Investment Advisory Services Inc 29
BOK Financial Private Wealth, Inc. 29
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 29
Trust Point Inc. 29
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 29
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 29
Genesee Valley Trust Co 29
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 29
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 29
AlphaCore Capital LLC 29
Applied Finance Capital Management, LLC 29
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 29
Solstein Capital, LLC 29
WMS Partners, LLC 29
Viking Global Investors Lp 29
VMAX - Lattice Strategies Trust - Hartford US Value ETF 29
Aptus Capital Advisors, LLC 29
PFG Investments, LLC 29
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 29
Burns Matteson Capital Management, LLC 29
YHB Investment Advisors, Inc. 29
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 29
Sterling Investment Advisors, Ltd. 29
TD Securities (USA) LLC 29
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 29
DLD Asset Management, LP 29
Sii Investments Inc/wi 29
Byrne Asset Management LLC 29
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 29
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 29
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 29
Leap Investments Lp 29
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 29
QUANTRES ASSET MANAGEMENT Ltd 29
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 29
Rakuten Securities, Inc. 29
Qci Asset Management Inc/ny 29
Halbert Hargrove Global Advisors, Llc 29
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 29
ACK Asset Management LLC 29
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 29
Bellwether Investment Group, LLC 29
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 29
Heritage Wealth Management, Llc 29
Grace & White Inc /ny 29
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 29
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 29
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 29
SRTTX - SMA RELATIONSHIP TRUST - Series T 29
Investment Management Corp of Ontario 29
Camden Capital, LLC 29
Siemens Fonds Invest GmbH 29
Gw Henssler & Associates Ltd 29
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 29
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 29
Mariner Wealth Advisors-NYC, LLC 29
Parisi Gray Wealth Management 29
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 29
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 29
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 29
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 29
Samalin Investment Counsel, LLC 29
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 29
Cohen & Steers Real Estate Opportunities & Income Fund 29
Banco de Sabadell, S.A 29
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 29
Horizon Investment Services, LLC 29
Mascoma Wealth Management LLC 29
Standard Life Investments LTD 29
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 29
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 29
Arbiter Partners Capital Management LLC 29
APBAX - Cavanal Hill Funds - Active Core Fund Investor 29
Discovery Capital Management, Llc / Ct 29
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 29
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 29
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 29
LBA Wealth Management, LLC 29
RHJ International SA 29
RFG Advisory, LLC 29
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 29
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 29
Rossby Financial, LCC 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 29
Providence Capital Advisors, LLC 29
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 29
ENDW - EA Series Trust - Cambria Endowment Style ETF 29
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 29
Financial Network Wealth Advisors LLC 29
Cape Investment Advisory, Inc. 29
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 29
Eastern Bank 29
EULAV Asset Management 29
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 29
Rampart Investment Management Company, LLC 29
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 29
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 29
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 29
Heritage Trust Co 29
ACG Wealth 29
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 29
Capital Advisory Group Advisory Services, LLC 29
Keel Point, LLC 29
American Research & Management Co. 29
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 29
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 29
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 29
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 29
VCCCX - VALIC Co I - Capital Conservation Fund 29
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 29
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 29
Centerpoint Advisors, LLC 29
Bfsg, Llc 29
Ativo Capital Management LLC 29
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 29
tru Independence LLC 29
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 29
Curian Capital Llc 29
Hilltop National Bank 29
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 29
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 29
Reynolds Capital Management Llc 29
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 29
Oxbow Advisors, LLC 29
Aaron Wealth Advisors LLC 29
Taconic Capital Advisors LP 29
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 29
Syverson Strege & Co 29
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 29
AIA Group Ltd 29
Tiedemann Advisors, Llc 29
Snow Capital Management Lp 29
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 29
Gladstone Institutional Advisory LLC 29
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 29
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 29
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 28
Executive Wealth Management, LLC 28
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 28
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 28
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 28
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 28
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 28
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 28
Frontier Investment Mgmt Co 28
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 28
Pin Oak Investment Advisors Inc 28
SCIU - Global X Funds - Global X Scientific Beta US ETF 28
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 28
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 28
CHURCHILL MANAGEMENT Corp 28
ORG Wealth Partners, LLC 28
V Wealth Advisors LLC 28
Claraphi Advisory Network, LLC 28
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 28
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 28
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 28
Gofen & Glossberg Llc /il/ 28
iA Global Asset Management Inc. 28
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 28
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 28
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 28
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 28
Barrett Asset Management, LLC 28
Integral Derivatives, LLC 28
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 28
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 28
Register Financial Advisors LLC 28
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 28
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 28
Tucker Asset Management Llc 28
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 28
Us Global Investors Funds 28
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 28
Cahill Financial Advisors Inc 28
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 28
MERVX - MERGER FUND VL - The Merger Fund VL 28
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 28
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 28
Delphia (USA) Inc. 28
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 28
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 28
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 28
Donald Smith & Co., Inc. 28
Prescott Group Capital Management, L.l.c. 28
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 28
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 28
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 28
Monument Capital Management 28
Caitlin John, LLC 28
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 28
AMG National Trust Bank 28
Spot Trading L.l.c. 28
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 28
PACIFIC SELECT FUND - Core Income Portfolio Class I 28
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 28
Kings Point Capital Management 28
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 28
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 28
Garrett Wealth Advisory Group, LLC 28
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 28
Solaris Asset Management Llc 28
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 28
Level Four Advisory Services, Llc 28
Marino, Stram & Associates Llc 28
Ceredex Value Advisors LLC 28
Norden Group Llc 28
Rs Investment Management Co Llc 28
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 28
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 28
Lombard Odier Asset Management (Europe) Ltd 28
Essex Investment Management Co Llc 28
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 28
Comerica Securities Inc 28
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 28
Exxonmobil Investment Management Inc /tx 28
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 28
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 28
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 28
Rakuten Investment Management, Inc. 28
NDVR, Inc. 28
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 28
Ronald Blue & Co Llc 28
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 28
Miles Capital, Inc. 28
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 28
Lomas Capital Management, LLC 28
New Millennium Group LLC 28
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 28
Tri-continental Corp 28
Jag Capital Management, Llc 28
Boyd Watterson Asset Management Llc/oh 28
Oppenheimer Quest For Value Funds 28
First Command Advisory Services, Inc. 28
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 28
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 28
Ckw Financial Group 28
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 28
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 28
Formidable Asset Management, LLC 28
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 28
True Link Financial Advisors, LLC 28
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 28
Pennsylvania Trust Co 28
Schonfeld Group Holdings LLC 28
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 28
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 28
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 28
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 28
Plato Investment Management Ltd 28
Pensionfund DSM Netherlands 28
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 28
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 28
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 28
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 28
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 28
Arrowgrass Capital Partners (us) Lp 28
Charter Oak Capital Management, LLC 28
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 28
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 28
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 28
Brave Asset Management Inc 28
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 28
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 28
Kavar Capital Partners, LLC 28
Willingdon Wealth Management 28
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 28
Transcend Wealth Collective, Llc 28
Kula Investments, LLC 28
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 28
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 28
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 28
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 28
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 28
Lake Street Advisors Group, Llc 28
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 28
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 28
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 28
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 28
Stancorp Investment Advisers Inc 27
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 27
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 27
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 27
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 27
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 27
Ssi Investment Management Llc 27
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 27
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 27
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 27
Wealth Alliance 27
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 27
Fort, L.p. 27
Alpha Cubed Investments, LLC 27
Emerald Advisers, Llc 27
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 27
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 27
Virtus Global Multi-sector Income Fund 27
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 27
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 27
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 27
Ford Financial Group, LLC 27
Oarsman Capital, Inc. 27
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 27
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 27
Ingalls & Snyder Llc 27
Homrich & Berg 27
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 27
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 27
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 27
PENN SERIES FUNDS INC - Index 500 Fund 27
Personal Wealth Partners 27
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 27
Americana Partners, LLC 27
ArrowMark Colorado Holdings LLC 27
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 27
Kassirer Asset Management Corp 27
Cohen & Steers, Inc. 27
CFICX - CALVERT FUND - Calvert Income Fund Class A 27
Phocas Financial Corp. 27
Arcadia Investment Management Corp/mi 27
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 27
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 27
Park National Corp /oh/ 27
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 27
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 27
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 27
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 27
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 27
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 27
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 27
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 27
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 27
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 27
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 27
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 27
Perella Weinberg Partners Capital Management LP 27
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 27
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 27
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 27
Abn Amro Investment Solutions 27
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 27
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 27
Nuveen Tax Advantaged Total Return Strategy Fund 27
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 27
Polar Capital Holdings Plc 27
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 27
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 27
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 27
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 27
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 27
PENN SERIES FUNDS INC - Developed International Index Fund 27
Rs Variable Products Trust 27
Thoroughbred Financial Services, Llc 27
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 27
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 27
Euclid Advisors LLC 27
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 27
Annapolis Financial Services, LLC 27
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 27
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 27
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 27
T. Rowe Price Investment Management, Inc. 27
Old North State Trust, LLC 27
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 27
Park Square Financial Group, LLC 27
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 27
Peregrine Capital Management Llc 27
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 27
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 27
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 27
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 27
Cowen And Company, Llc 27
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 27
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 27
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 27
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 27
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 27
Rathbone Brothers plc 27
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 27
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 27
Global Wealth Management Investment Advisory, Inc. 27
Bridgeworth, LLC 27
Cypress Capital Management LLC (WY) 27
Bray Capital Advisors 27
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 27
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 27
Wells Fargo Multi-sector Income Fund 27
Carmel Capital Partners, LLC 27
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 27
SevenBridge Financial Group, LLC 27
VVSCX - VALIC Co I - Small Cap Value Fund 27
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 27
Ellsworth Advisors, LLC 27
R&F Capital Advisors LP 27
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 27
PWS - Pacer Funds Trust - Pacer WealthShield ETF 27
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 27
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 27
Capital A Wealth Management, LLC 27
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 27
Highland Capital Management Fund Advisors, L.p. 27
STXK - EA Series Trust - Strive Small-Cap ETF 27
Ten Capital Wealth Advisors, LLC 27
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 27
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 27
Berkley W R Corp 27
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 27
Monroe Bank & Trust/mi 27
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 27
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 27
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 27
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 27
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 27
NorthCrest Asset Manangement, LLC 27
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 27
Wilmington Funds Management Corp 27
Waratah Capital Advisors Ltd. 27
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 27
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 27
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 27
Atlas Private Wealth Advisors 27
Financial Counselors Inc 27
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 27
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 27
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 27
Essex Savings Bank 27
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 27
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 27
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 27
Girard Partners Ltd. 27
Laurel Wealth Advisors LLC 27
Us Financial Advisors, Llc 27
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 27
Clough Global Dividend & Income Fund 27
J.Safra Asset Management Corp 27
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 27
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 27
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 27
Maple Securities Usa Inc 27
Thompson Investment Management, Inc. 27
Ferguson Wellman Capital Management, Inc 27
Nfj Investment Group, Llc 27
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 27
Lowe Brockenbrough & Co Inc 27
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 27
Clough Global Opportunities Fund 27
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 27
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 27
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 27
Wayfinding Financial, LLC 27
Optimal Asset Management, Inc. 26
Beacon Capital Management, Inc. 26
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 26
Kiley Juergens Wealth Management, Llc 26
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 26
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 26
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 26
Patten Group, Inc. 26
Profunds - Profund Vp Bull 26
Profunds - Profund Vp Ultrabull 26
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 26
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 26
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 26
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 26
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 26
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 26
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 26
Busey Wealth Management 26
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 26
Penn Capital Management Co Inc 26
Whitnell & Co. 26
MD Financial Management Inc. 26
Equitable Trust Co 26
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 26
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 26
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 26
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 26
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 26
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 26
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 26
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 26
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 26
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 26
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 26
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 26
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 26
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 26
Integrated Advisors Network LLC 26
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 26
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 26
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 26
BTG Pactual Global Asset Management Ltd 26
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 26
Fernwood Investment Management, LLC 26
Ascent Group, LLC 26
SSO - PROSHARES TRUST - ProShares Ultra S&P500 26
Exencial Wealth Advisors, Llc 26
American Trust 26
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 26
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 26
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 26
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 26
Julex Capital Management, Llc 26
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 26
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 26
Strategic Global Advisors, LLC 26
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 26
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 26
Systematic Alpha Investments, LLC 26
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 26
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 26
BLPIX - Profunds - Bull Profund Investor Class 26
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 26
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 26
Cary Street Partners Financial Llc 26
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 26
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 26
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 26
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 26
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 26
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 26
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 26
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 26
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 26
Wcm Investment Management, Llc 26
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 26
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 26
Horizon Kinetics LLC 26
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 26
NinePointTwo Capital 26
Ruggie Capital Group 26
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 26
IPPP - Listed Funds Trust - Preferred-Plus ETF 26
Saudi Central Bank 26
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 26
Dakota Wealth Management 26
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 26
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 26
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 26
PartnerRe Asset Management CORP 26
Telemus Capital, Llc 26
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 26
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 26
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 26
Spirit Of America Management Corp/ny 26
Altus Wealth Group LLC 26
Syntal Capital Partners, LLC 26
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 26
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 26
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 26
PACIFIC SELECT FUND - Equity Index Portfolio Class I 26
Frontier Wealth Management LLC 26
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 26
Nations Financial Group Inc, /ia/ /adv 26
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 26
VSTIX - VALIC Co I - Stock Index Fund 26
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 26
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 26
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 26
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 26
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 26
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 26
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 26
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 26
Abacus Planning Group, Inc. 26
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 26
AMF Pensionsforsakring AB 26
AIA Investment Management Private Ltd 26
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 26
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 26
E Fund Management Co., Ltd. 26
ULPIX - Profunds - Ultrabull Profund Investor Class 26
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 26
West Family Investments, Inc. 26
Spdr S&p 500 Etf Trust 26
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 26
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 26
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 26
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 26
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 26
TIG Advisors, LLC 26
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 26
Allen Investment Management LLC 26
Glass Jacobson Investment Advisors llc 26
Green Arrow Capital Management Llc 26
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 26
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 26
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 26
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 26
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 26
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 26
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 26
VCSVX - VALIC Co II - Small Cap Value Fund 26
M Holdings Securities, Inc. 26
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 26
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 26
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 26
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 26
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 26
Altium Wealth Management LLC 26
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 26
Bridges Investment Management Inc 26
Wellington Shields Capital Management, LLC 26
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 26
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 26
NuWave Investment Management, LLC 26
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 26
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 26
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 26
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 26
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 26
Harwood Advisory Group, LLC 26
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 26
Cornerstone Advisory, LLC 26
Clarfeld Financial Advisors, Llc 26
Putnam Premier Income Trust 26
Manchester Financial Inc 26
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 26
WestEnd Advisors, LLC 26
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 26
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 26
Selective Wealth Management, Inc. 26
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 26
Essex Financial Services, Inc. 26
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 26
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 26
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 26
Aviance Capital Management, Llc 26
FDO Partners, LLC 26
Algebris Investments (UK) LLP 26
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 26
Dean Capital Management 26
Trust Co Of Toledo Na /oh/ 26
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 26
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 26
Rockbridge Investment Management, LCC 26
Human Investing LLC 26
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 26
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 26
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 26
Meridian Wealth Management, LLC 26
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 26
Actinver Wealth Management, Inc. 26
Securian Funds Trust - SFT Index 500 Fund Class 1 26
Bragg Financial Advisors, Inc 26
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 26
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 26
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 26
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 26
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 26
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 26
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 26
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 26
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 26
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 26
Great Diamond Partners, LLC 26
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 26
Taylor Hoffman Wealth Management 26
Sivia Capital Partners, LLC 26
Delos Wealth Advisors, LLC 26
NOSIX - Northern Funds - Northern Stock Index Fund 26
Almanack Investment Partners, LLC. 26
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 26
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 26
Fairfield, Bush & Co. 26
Bbr Partners, Llc 26
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 26
Welch & Forbes Llc 26
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 26
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 26
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 26
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 26
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 26
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 26
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 26
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 26
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 26
Algebris (uk) Ltd 26
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 25
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 25
ASR Vermogensbeheer N.V. 25
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 25
Bridgewater Advisors Inc. 25
Northern Oak Wealth Management Inc 25
Argent Capital Management Llc 25
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 25
SFY - Tidal ETF Trust - SoFi Select 500 ETF 25
Sumitomo Life Insurance Co 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 25
Marquette Asset Management, LLC 25
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 25
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 25
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 25
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 25
KBWP - Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF 25
Rothschild Investment Corp /il 25
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 25
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 25
Antonetti Capital Management LLC 25
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 25
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 25
Degroof Petercam Asset Management 25
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 25
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 25
Kovack Advisors, Inc. 25
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 25
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 25
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 25
Td Asset Management Usa Funds Inc. 25
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 25
Northwest Financial Advisors 25
Acorn Wealth Advisors, LLC 25
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 25
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 25
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 25
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 25
Alphasimplex Group, Llc 25
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 25
Allstate Investment Management Co 25
Clarius Group, LLC 25
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 25
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 25
NFC Investments, LLC 25
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 25
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 25
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 25
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 25
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 25
Waldron Private Wealth LLC 25
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 25
Intrinsic Edge Capital Management LLC 25
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 25
Legacy Investment Solutions, LLC 25
Private Management Group Inc 25
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 25
Legacy Wealth Managment, LLC/ID 25
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 25
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 25
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 25
Newfound Research LLC 25
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 25
Czech National Bank 25
RWM Asset Management, LLC 25
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 25
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 25
Isthmus Partners, Llc 25
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 25
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 25
Global Assets Advisory, LLC 25
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 25
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 25
First National Bank Of Omaha 25
Groupama Asset Managment 25
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 25
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 25
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 25
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 25
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 25
Perkins Investment Management, LLC 25
Segantii Capital Management Ltd 25
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 25
Park Avenue Institutional Advisers LLC 25
Financial Engines Advisors L.L.C. 25
IMS Capital Management 25
O'Dell Group, LLC 25
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 25
Heritage Financial Services, LLC 25
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 25
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 25
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 25
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 25
CrestPoint Capital Management, LLC 25
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 25
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 25
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 25
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 25
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 25
CHICAGO TRUST Co NA 25
Pegasus Partners Ltd. 25
Freedman Financial Associates, Inc. 25
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 25
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 25
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 25
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 25
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 25
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 25
Hightower 6M Holding, LLC 25
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 25
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 25
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 25
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 25
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 25
Reuter James Wealth Management, Llc 25
PNC Managed Account Solutions, Inc. 25
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 25
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 25
Cohen & Steers Mlp Income & Energy Opportunity Fund 25
Principal Street Partners, LLC 25
Curi Wealth Management, LLC 25
Greenline Partners, LLC 25
AlphaStar Capital Management, LLC 25
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 25
Change Path, LLC 25
Opseu Pension Plan Trust Fund 25
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 25
PSI Advisors, LLC 25
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 25
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 25
Choate Investment Advisors 25
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 25
Alpha Omega Wealth Management LLC 25
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 25
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 25
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 25
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 25
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 25
Sentinel Trust Co Lba 25
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 25
Frontier Capital Management Co Llc 25
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 25
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 25
Keeley-Teton Advisors, LLC 25
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 25
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 25
Crawford Investment Counsel Inc 25
Financial Perspectives, Inc 25
Kb Financial Partners, Llc 25
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 25
Delta Lloyd Asset Management N.v. 25
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 25
Sepio Capital, LP 25
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 25
Planning Capital Management Corp 25
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 25
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 25
BTC Capital Management, Inc. 25
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 25
CBIZ Investment Advisory Services, LLC 25
RBB FUND, INC. - Aquarius International Fund 25
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 25
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 25
Glenview Trust Co 25
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 25
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 25
Parsons Capital Management Inc/ri 25
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 25
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 25
Clarus Wealth Advisors 25
Concert Wealth Management Inc. 25
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 25
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 25
La Banque Postale Asset Management SA 25
Vanguard Specialized Funds 25
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 25
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 25
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 25
LVPIX - Profunds - Large-cap Value Profund Investor Class 25
Shufro Rose & Co Llc 25
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 25
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 25
Pinnacle Summer Investments, Inc. 25
Barrett & Company, Inc. 25
Grey Street Capital, LLC 25
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 25
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 25
Bank Of Nova Scotia Trust Co 25
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 25
Strategy Asset Managers Llc 24
Raiffeisen Bank International AG 24
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 24
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 24
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 24
Stuart Chaussee & Associates, Inc. 24
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 24
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 24
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 24
Crestwood Advisors Group LLC 24
Lakewood Capital Management, Lp 24
Aureus Asset Management, LLC 24
Quantessence Capital LLC 24
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 24
VVMCX - VALIC Co I - Mid Cap Value Fund 24
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 24
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 24
Wells Fargo Global Dividend Opportunity Fund 24
Van Hulzen Asset Management, LLC 24
Clough Global Equity Fund 24
JBF Capital, Inc. 24
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 24
Hennion & Walsh Asset Management, Inc. 24
AllSquare Wealth Management LLC 24
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 24
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 24
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 24
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 24
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 24
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 24
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 24
Inscription Capital, LLC 24
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 24
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 24
My Personal CFO, LLC 24
Gyroscope Capital Management Group, Llc 24
Bardin Hill Management Partners Lp 24
Pensionfund Sabic 24
Alpha DNA Investment Management LLC 24
First PREMIER Bank 24
Sittner & Nelson, Llc 24
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 24
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 24
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 24
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 24
Blue Bell Private Wealth Management, Llc 24
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 24
Triangle Securities Wealth Management 24
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 24
Mitsubishi UFJ Securities Holdings Co., Ltd. 24
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 24
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 24
Zwj Investment Counsel Inc 24
Anchor Capital Advisors Llc 24
Millstone Evans Group, LLC 24
Global Wealth Strategies & Associates 24
Wasatch Advisors Inc 24
Surevest, LLC 24
AdvisorShares Investments LLC 24
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 24
Moody Aldrich Partners Llc 24
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 24
Guardian Investor Services Llc 24
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 24
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 24
Patton Fund Management, Inc. 24
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 24
Chase Investment Counsel Corp 24
Linden Thomas Advisory Services, LLC 24
Community Capital Management, Inc. 24
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 24
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 24
First Pacific Financial 24
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 24
Wintrust Investments Llc 24
RVRB - ADVISORS SERIES TRUST - Reverb ETF 24
Credential Qtrade Securities Inc. 24
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 24
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 24
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 24
Avalon Trust Co 24
Quantedge Capital Pte Ltd 24
Norway Savings Bank 24
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 24
Lansforsakringar Fondforvaltning AB (publ) 24
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 24
Frank, Rimerman Advisors LLC 24
Equitable Holdings, Inc. 24
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 24
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 24
Nelson Capital Management, LLC 24
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 24
Wealthbridge Capital Management, Llc 24
Cpwm, Llc 24
Stonehage Fleming Financial Services Holdings Ltd 24
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 24
Cranbrook Wealth Management, LLC 24
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 24
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 24
Equitec Specialists, Llc 24
VEGN - ETF Series Solutions - US Vegan Climate ETF 24
Havens Advisors Llc 24
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 24
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 24
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 24
Legato Capital Management LLC 24
Tiaa Trust, National Association 24
Stansberry Asset Management, Llc 24
CPI - IndexIQ ETF Trust - IQ Real Return ETF 24
Vivaldi Capital Management, LLC 24
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 24
Manager Directed Portfolios - Pemberwick Fund Shares 24
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 24
Ahrens Investment Partners LLC 24
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 24
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 24
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 24
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 24
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 24
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 24
Roble, Belko & Company, Inc 24
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 24
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 24
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 24
Investors Capital Advisory Services 24
Profunds - Profund Vp Small-cap Value 24
Profunds - Profund Vp Large-cap Value 24
Pflug Koory, LLC 24
LMR Master Fund Ltd 24
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 24
Cornerstone Advisors Inc 24
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 24
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 24
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 24
P Schoenfeld Asset Management Lp 24
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 24
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 24
S&t Bank/pa 24
Walthausen & Co., LLC 24
Artisan Partners Limited Partnership 24
HighMark Wealth Management LLC 24
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 24
Diversify Advisory Services, LLC 24
TimesSquare Capital Management, LLC 24
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 24
Central Pacific Bank - Trust Division 24
Mediolanum International Funds Ltd 24
Eubel Brady & Suttman Asset Management Inc 24
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 24
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 24
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 24
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 24
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 24
Lynx Investment Advisory 24
Virtue Capital Management, LLC 24
O'Shares Investment Advisers, LLC 24
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 24
Ostrum Asset Management U.s., Llc 24
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 24
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 24
Great Lakes Retirement, Inc. 24
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 24
Nwq Investment Management Company, Llc 24
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 24
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 24
Avanza Fonder AB 24
UMPIX - Profunds - Ultramid-cap Profund Investor Class 24
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 24
Nuveen S&p 500 Buywrite Income Fund 24
Gabelli Dividend & Income Trust 24
EPG Wealth Management LLC 24
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 24
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 24
SVPIX - Profunds - Small-cap Value Profund Investor Class 24
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 24
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 24
Madison Asset Management, LLC 24
Pathway Financial Advisors LLC 24
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 24
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 24
Summit Financial, LLC 24
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 24
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 24
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 24
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 24
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 24
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 24
Oliver Luxxe Assets LLC 24
McElhenny Sheffield Capital Management, LLC 24
Meitav Dash Investments Ltd 24
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 24
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 24
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 23
Gary Goldberg Planning Services Inc 23
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 23
Strengthening Families & Communities, LLC 23
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 23
ARGI Investment Services, LLC 23
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 23
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 23
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 23
Hazlett, Burt & Watson, Inc. 23
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 23
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 23
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 23
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 23
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 23
Jarislowsky, Fraser Ltd 23
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 23
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 23
NOLCX - Northern Funds - Northern Large Cap Core Fund 23
Mizuho Securities Usa Llc 23
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 23
Banque Transatlantique SA 23
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 23
Blume Capital Management, Inc. 23
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 23
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 23
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 23
STFGX - Advisers Investment Trust - State Farm Growth Fund 23
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 23
Clearview Wealth Advisors LLC 23
Linden Advisors Lp 23
Steinberg Global Asset Management 23
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 23
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 23
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 23
Core Bond Portfolio - Core Bond Portfolio 23
Edge Capital Group, LLC 23
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 23
PIMCO FUNDS - PIMCO Low Duration Portfolio 23
VitalStone Financial, LLC 23
Elequin Capital Lp 23
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 23
Cyndeo Wealth Partners, LLC 23
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 23
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 23
Daymark Wealth Partners, Llc 23
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 23
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 23
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 23
BCJ Capital Management, LLC 23
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 23
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 23
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 23
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 23
Bellwether Advisors, LLC 23
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 23
Ellis Investment Partners, LLC 23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 23
Tiaa, Fsb 23
Foundations Investment Advisors, LLC 23
Smith, Moore & Co. 23
TrimTabs Asset Management, LLC 23
Alpine Bank Wealth Management 23
Loews Corp 23
Trust Co 23
Resurgent Financial Advisors LLC 23
Beacon Financial Group 23
Onefund, Llc 23
Argent Advisors, Inc. 23
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 23
Fayez Sarofim & Co 23
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 23
Mufg Securities Americas Inc. 23
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 23
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 23
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 23
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 23
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 23
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 23
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 23
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 23
Gierl Augustine Investment Management Inc 23
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 23
Legacy Private Trust Co. 23
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 23
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 23
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 23
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 23
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 23
Calamos Global Total Return Fund 23
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 23
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 23
Klingenstein Fields & Co Lp 23
Romano Brothers And Company 23
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 23
Golden State Equity Partners 23
Putnam Master Intermediate Income Trust 23
Family Management Corp 23
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 23
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 23
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 23
Salzhauer Michael 23
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 23
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 23
St. Johns Investment Management Company, LLC 23
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 23
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 23
Great Valley Advisor Group, Inc. 23
Farmers & Merchants Trust Co of Chambersburg PA 23
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 23
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 23
Sagespring Wealth Partners, Llc 23
CFS Investment Advisory Services, LLC 23
VMIDX - VALIC Co I - Mid Cap Index Fund 23
Malaga Cove Capital, LLC 23
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 23
Mainstay Capital Management Llc /adv 23
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 23
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 23
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 23
Miller Howard Investments Inc /ny 23
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 23
Bell Rock Capital Llc 23
Orrstown Financial Services Inc 23
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 23
Allegheny Financial Group LTD 23
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 23
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 23
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 23
Oaktree Capital Management Lp 23
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 23
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 23
Northeast Financial Consultants Inc 23
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 23
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 23
CQS Cayman LP 23
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 23
Consolidated Planning Corp 23
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 23
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 23
Smith Group Asset Management, LLC 23
NOMIX - Northern Funds - Northern Mid Cap Index Fund 23
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 23
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 23
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 23
Nuveen Variable Rate Preferred & Income Fund 23
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 23
VMCVX - VALIC Co II - Mid Cap Value Fund 23
Holistic Financial Partners 23
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 23
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 23
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 23
Linscomb & Williams, Inc. 23
Carnegie Capital Asset Management, LLC 23
RMR Wealth Builders 23
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 23
First Heartland Consultants, Inc. 23
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 23
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 23
Well Done, LLC 23
RPG Investment Advisory, LLC 23
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 23
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 23
PenderFund Capital Management Ltd. 23
BlackRock ESG Capital Allocation Trust 23
Nemes Rush Group LLC 23
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 23
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 23
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 23
Capital Financial Planning, LLC 23
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 23
Total Clarity Wealth Management, Inc. 23
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 23
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 23
Profunds - Profund Vp Ultramid-cap 23
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 23
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 23
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 23
Independence Bank of Kentucky 23
STXG - EA Series Trust - Strive 1000 Growth ETF 23
Axiom Investment Management LLC 23
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 23
Spdr S&p Midcap 400 Etf Trust 23
Dividend Asset Capital, Llc 23
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 23
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 23
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 23
Nikko Asset Management Americas, Inc. 23
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 23
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 23
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 23
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 23
Lee Danner & Bass Inc 23
Bank of Kentucky, Inc. 23
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 23
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 23
Jackson, Grant Investment Advisers, Inc. 23
IFG Advisory, LLC 23
AT Bancorp 23
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 23
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 23
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 23
Ridgeworth Funds 23
Sawgrass Asset Management Llc 23
Mangrove Partners 23
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 23
PDS Planning, Inc 23
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 23
Bourgeon Capital Management Llc 23
180 Wealth Advisors, Llc 23
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 23
Cidel Asset Management Inc 23
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 23
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 23
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 23
Private Bank & Trust Co 23
Quest 10 Wealth Builders, Inc. 23
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 23
Cowen Prime Services LLC 23
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 23
Horizon Kinetics Asset Management Llc 23
Barometer Capital Management Inc. 23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 23
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 23
Global Trust Asset Management, LLC 23
MDPIX - Profunds - Mid-cap Profund Investor Class 23
Somerset Trust Co 23
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 23
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 23
GFG Capital, LLC 23
Kempen Capital Management N.v. 22
Profunds - Profund Vp Mid-cap Value 22
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 22
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 22
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 22
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 22
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 22
Core Alternative Capital 22
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 22
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 22
Aspect Partners, LLC 22
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 22
Israel Discount Bank of New York 22
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 22
Franklin Templeton ETF Trust - Western Asset Bond ETF 22
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 22
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 22
NEOS Investment Management LLC 22
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 22
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 22
BSBAX - Northern Funds - Northern Short Bond Fund 22
New Jersey Better Educational Savings Trust 22
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 22
Chesley Taft & Associates LLC 22
Moloney Securities Asset Management, LLC 22
Cherry Tree Wealth Management, LLC 22
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 22
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 22
Hgk Asset Management Inc 22
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 22
Richardson Financial Services Inc. 22
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 22
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 22
Brandywine Oak Private Wealth Llc 22
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 22
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 22
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 22
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 22
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 22
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 22
CTC Capital Management, LLC 22
Cooke & Bieler Lp 22
Fortem Financial Group, Llc 22
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 22
Beck Mack & Oliver Llc 22
Brandes Investment Partners, Lp 22
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 22
EWG Elevate Inc. 22
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 22
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 22
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 22
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 22
MLPIX - Profunds - Mid-cap Value Profund Investor Class 22
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 22
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 22
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 22
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 22
OneAscent Financial Services LLC 22
High Point Bank & Trust Co 22
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 22
Icc Capital Management Inc/ 22
High Pointe Capital Management Llc 22
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 22
South Texas Money Management Ltd 22
M&G Plc 22
Transform Wealth, LLC 22
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 22
Monetary Management Group Inc 22
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 22
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 22
Sullivan, Bruyette, Speros & Blaney, LLC 22
Ikos Cif Ltd 22
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 22
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 22
Coastline Trust Co 22
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 22
Ruedi Wealth Management, Inc. 22
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 22
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 22
Dixon Hubard Feinour & Brown Inc/va 22
Elevation Series Trust - RiverNorth Patriot ETF 22
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 22
Wellington Shields & Co., LLC 22
Ohio National Investments, Inc. 22
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 22
Morton Brown Family Wealth, LLC 22
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 22
Brown, Lisle/cummings, Inc. 22
River & Mercantile Asset Management Llp 22
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 22
SGPIX - Profunds - Small-cap Growth Profund Investor Class 22
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 22
Charter Trust Co 22
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 22
Strategic Investment Solutions, Inc. /IL 22
Visionary Asset Management, Inc. 22
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 22
Pekin Hardy Strauss, Inc. 22
Retirement Planning Co of New England, Inc. 22
EHLS - Tidal Trust II - Even Herd Long Short ETF 22
Westend Capital Management LLC 22
MBM Wealth Consultants, LLC 22
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 22
Kellner Capital, LLC 22
Quilter Plc 22
Net Worth Advisory Group 22
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 22
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 22
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 22
Carret Asset Management, Llc 22
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 22
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 22
Cutter & CO Brokerage, Inc. 22
SignalPoint Asset Management, LLC 22
STRV - EA Series Trust - Strive 500 ETF 22
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 22
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 22
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 22
Nuance Investments, Llc 22
Cannell Peter B & Co Inc 22
Hartford Financial Management Inc. 22
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 22
Rossmore Private Capital 22
CapWealth Advisors, LLC 22
Mfs Intermediate Income Trust 22
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 22
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 22
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 22
IAG Wealth Partners, LLC 22
Rocky Mountain Advisers, Llc 22
Parametric Market Neutral Portfolio 22
N.E.W. Advisory Services LLC 22
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 22
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 22
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 22
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 22
Northwestern Mutual Investment Services Llc 22
Avidian Wealth Solutions, LLC 22
Factorial Partners, Llc 22
Retirement Group, LLC 22
First Pacific Advisors, LP 22
Modera Wealth Management, LLC 22
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 22
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 22
Cobalt Capital Management, Inc. 22
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 22
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 22
One Capital Management, LLC 22
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 22
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 22
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 22
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 22
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 22
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 22
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 22
Haberer Registered Investment Advisor Inc 22
EAM Global Investors LLC 22
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 22
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 22
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 22
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 22
Psagot Value Holdings Ltd. / (Israel) 22
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 22
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 22
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 22
Mission Wealth Management, Lp 22
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 22
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 22
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 22
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 22
BKD Wealth Advisors, LLC 22
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 22
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 22
Y.D. More Investments Ltd 22
Sageworth Trust Co of South Dakota 22
Seawolf Capital, LLC 22
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 22
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 22
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 22
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 22
Tilia Fiduciary Partners, Inc. 22
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 22
WESPAC Advisors, LLC 22
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 22
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 22
Miracle Mile Advisors, LLC 22
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 22
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 22
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 22
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 22
Poehling Capital Management, LLC 22
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 22
Ipswich Investment Management Co., Inc. 22
Vermillion & White Wealth Management Group, LLC 22
Profunds - Profund Vp Small-cap Growth 22
Cypress Capital Group 22
Achievement Holdings L.P. 22
First Foundation Advisors 22
PPM Funds - PPM Long Short Credit Fund (Inst) 22
Pax World Management Llc 22
Ardsley Advisory Partners Lp 21
Harris Associates L P 21
Mirova 21
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 21
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 21
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 21
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 21
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 21
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 21
Clearbridge, Llc 21
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 21
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 21
Kelly Financial Services LLC 21
Graypoint LLC 21
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 21
Copeland Capital Management, LLC 21
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 21
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 21
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 21
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 21
Coppell Advisory Solutions Corp. 21
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 21
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 21
First National Trust Co 21
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 21
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 21
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 21
BlackRock Capital Allocation Trust 21
Dowling & Yahnke Llc 21
Boussard & Gavaudan Investment Management LLP 21
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 21
Madison Investment Holdings Inc 21
Westover Capital Advisors, LLC 21
Confluence Investment Management Llc 21
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 21
Institutional Investment Strategy Fund 21
REAP Financial Group, LLC 21
Trust Investment Advisors 21
Planned Solutions, Inc. 21
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 21
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 21
Murphy Capital Management Inc 21
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 21
Claybrook Capital, LLC 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 21
Carolina Wealth Advisors, LLC 21
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 21
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 21
Stratos Wealth Advisors, LLC 21
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 21
Ironwood Financial, llc 21
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 21
Syntax Advisors, Llc 21
Western Wealth Management, LLC 21
VSR Financial Services, Inc. 21
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 21
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 21
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 21
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 21
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 21
Engrave Wealth Partners LLC 21
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 21
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 21
Cornerstone Total Return Fund Inc 21
Bryce Point Capital, LLC 21
PFS Partners, LLC 21
FEDERATED CORE TRUST - High Yield Bond Portfolio 21
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 21
Cornerstone Strategic Value Fund Inc 21
Arrow Financial Corp 21
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 21
Phoenix Holdings Ltd. 21
Hermes Investment Management Ltd 21
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 21
Kohmann Bosshard Financial Services, LLC 21
Gitterman Wealth Management, LLC 21
Roundview Capital LLC 21
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 21
Haverford Trust Co 21
Nbt Bank N A /ny 21
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 21
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 21
John Hancock Premium Dividend Fund 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 21
Winnow Wealth Llc 21
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 21
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 21
Gyl Financial Synergies, Llc 21
Williams Jones Wealth Management, LLC. 21
ARGA Investment Management, LP 21
Peoples Financial Services Corp. 21
Sheets Smith Wealth Management 21
Courier Capital Llc 21
Loeb Partners Corp 21
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 21
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 21
PrairieView Partners, LLC 21
Cozad Asset Management Inc 21
Trust Asset Management LLC 21
Journey Strategic Wealth Llc 21
J. W. Coons Advisors, LLC 21
Adirondack Trust Co 21
BKM Wealth Management, LLC 21
BancorpSouth Bank 21
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 21
Signature Estate & Investment Advisors Llc 21
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 21
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 21
Investors Asset Management Of Georgia Inc /ga/ /adv 21
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 21
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 21
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 21
1st Source Bank 21
Cordatus Wealth Management LLC 21
Searle & Co. 21
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 21
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 21
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 21
Scarborough Advisors, LLC 21
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 21
Old Point Trust & Financial Services N A 21
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 21
Bellevue Asset Management, Llc 21
Philo Smith Capital Corp 21
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 21
Heck Capital Advisors, LLC 21
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 21
Pacific Capital Wealth Advisors, Inc 21
Raab & Moskowitz Asset Management LLC 21
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 21
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 21
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 21
Beese Fulmer Investment Management, Inc. 21
Sanders Morris Harris Llc 21
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 21
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 21
Toews Corp /adv 21
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 21
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 21
Coastal Capital Group, Inc. 21
Resolute Advisors LLC 21
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 21
Osterweis Capital Management Inc 21
CoreFirst Bank & Trust 21
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 21
Wade G W & Inc 21
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 21
Signature Wealth Management Group 21
Corsair Capital Management, L.p. 21
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 21
Schneider Capital Management Corp 21
Brown Advisory Securities, LLC 21
Payden & Rygel 21
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 21
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 21
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 21
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 21
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 21
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 21
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 21
Tekla Healthcare Opportunities Fund 21
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 21
Safeguard Investment Advisory Group, LLC 21
Ibex Investors LLC 21
Beck Bode, LLC 21
Ssga Master Trust 21
Boston Trust Walden Corp 21
Tcw Alternative Funds 21
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 21
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 21
J. Goldman & Co LP 21
Oppenheimer Global Multi-asset Income Fund 21
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 21
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 21
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 21
Harvest Investment Services, LLC 21
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 21
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 21
Vanguard Explorer Fund 21
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 21
Generali Asset Management SPA SGR 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 21
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 21
Fund Management at Engine No. 1 LLC 21
Oversea-Chinese Banking CORP Ltd 21
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 21
Vicus Capital 21
Empirical Asset Management, LLC 21
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 21
Kathmere Capital Management, LLC 21
Wilmington Trust Investment Management, LLC 20
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 20
Wealthstar Advisors, Llc 20
Kinneret Advisory, LLC 20
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 20
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 20
Canton Hathaway, LLC 20
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 20
Redhawk Wealth Advisors, Inc. 20
PFG Private Wealth Management, LLC 20
Lavaca Capital Llc 20
Acima Private Wealth, Llc 20
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 20
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 20
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 20
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 20
Kiker Wealth Management, LLC 20
Miller Value Partners, Llc 20
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 20
Longboard Asset Management, LP 20
Dodge & Cox 20
University Of Texas/texas Am Investment Managment Co 20
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 20
Sandler Capital Management 20
Amplify ETF Trust - Amplify AI Powered Equity ETF 20
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 20
Gen-Wealth Partners Inc 20
New Covenant Trust Company, N.A. 20
Canandaigua National Bank & Trust Co 20
Mowery & Schoenfeld Wealth Management, LLC 20
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 20
Portolan Capital Management, LLC 20
Buckhead Capital Management Llc 20
Green Square Capital Advisors Llc 20
Channing Capital Management, LLC 20
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 20
FJ Investments, LLC 20
Main Street Group, LTD 20
Douglass Winthrop Advisors, LLC 20
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 20
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 20
Cobblestone Capital Advisors Llc /ny/ 20
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 20
Grimes & Company, Inc. 20
Cetera Trust Company, N.A 20
Custom Index Systems, Llc 20
Genesis Wealth Advisors, LLC 20
LifePlan Financial Group, Inc 20
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 20
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 20
Aris Wealth Services, Inc. 20
denkapparat Operations GmbH 20
Headinvest, Llc 20
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 20
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 20
DecisionPoint Financial, LLC 20
Gluskin Sheff & Assoc Inc 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 20
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 20
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 20
Sphinx Trading, Lp 20
Griffin Asset Management, Inc. 20
Fulton Breakefield Broenniman Llc 20
Goelzer Investment Management, Inc. 20
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 20
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 20
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 20
Friedenthal Financial 20
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 20
Nilsine Partners, LLC 20
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 20
Alta Advisers Ltd 20
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 20
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 20
Community Financial Services Group, LLC 20
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 20
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 20
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 20
Markel Corp 20
Altrinsic Global Advisors Llc 20
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 20
Team Hewins, LLC 20
Empyrean Capital Partners, LP 20
Integre Asset Management, LLC 20
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 20
Becker Capital Management Inc 20
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 20
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 20
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 20
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 20
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 20
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 20
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 20
Triasima Portfolio Management inc. 20
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 20
Indiana Trust & Investment Management CO 20
Hilton Capital Management, LLC 20
Concentric Capital Strategies, LP 20
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 20
Df Dent & Co Inc 20
Boston Common Asset Management, LLC 20
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 20
Canada Post Corp Registered Pension Plan 20
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 20
Kingfisher Capital LLC 20
Horan Capital Advisors, LLC. 20
Clarkston Capital Partners, LLC 20
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 20
Capital International Inc /ca/ 20
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 20
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 20
Counsel Portfolio Services Inc. 20
LVW Advisors, LLC 20
East Coast Asset Management, LLC. 20
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 20
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 20
Widmann Financial Services, Inc. 20
Claris Advisors, Llc / Mo / 20
Chicago Capital Management, LLC 20
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 20
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 20
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 20
Lockheed Martin Investment Management Co 20
Lakeview Capital Partners, LLC 20
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 20
Exane Asset Management 20
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 20
683 Capital Management, LLC 20
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 20
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 20
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 20
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 20
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 20
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 20
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 20
Cognios Capital, LLC 20
Wealthsource Partners, Llc 20
Piscataqua Savings Bank 20
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 20
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 20
Nova Wealth Management, Inc. 20
Zimmer Partners, LP 20
Synergy Financial Management, LLC 20
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 20
McQueen, Ball & Associates Inc. 20
Trillium Asset Management, Llc 20
Baker Tilly Financial, Llc 20
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 20
Sumit Capital, Llc 20
Iron Horse Wealth Management, LLC 20
ACVF - ETF Opportunities Trust - American Conservative Values ETF 20
Castlekeep Investment Advisors Llc 20
Banyan Partners, LLC 20
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 20
Cai Capital Management, Inc. 20
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 20
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 20
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 20
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 20
Financial Advisors Network, Inc. 20
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 20
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 20
Total Investment Management Inc 20
Sustainable Insight Capital Management, LLC 20
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 20
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 20
Gilbert & Cook, Inc. 20
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 20
Intercontinental Wealth Advisors, LLC 20
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 20
Bramshill Investments, LLC 20
Mountain Capital Investment Advisors, Inc 20
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 20
XR Securities LLC 20
Marshall & Sterling Wealth Advisors Inc. 20
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 20
Blackrock Debt Strategies Fund, Inc. 20
Filbrandt Wealth Management, LLC 20
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 20
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 20
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 20
Delaware Vip Trust - Delaware Vip Value Series Standard Class 20
Resonant Capital Advisors, LLC 20
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 20
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 20
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 20
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 20
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 20
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 20
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 20
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 20
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 20
Anfield Capital Management, LLC 20
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 20
Pacifica Partners Inc. 20
Cfm Wealth Partners Llc 20
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 20
DAINX - Dunham Funds - Dunham International Stock Fund Class A 20
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 20
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 20
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 20
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 20
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 20
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 20
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 20
John Hancock Investors Trust 20
MidWestOne Financial Group, Inc. 20
High Income Opportunities Portfolio - High Income Opportunities Portfolio 20
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 20
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 20
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 20
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 20
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 20
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 20
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 20
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 20
Aegon Asset Management Uk Plc 20
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 20
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 20
Insight Select Income Fund 20
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 20
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 20
VCULX - VALIC Co I - Growth Fund 20
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 20
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 20
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 20
Manning & Napier Group, LLC 20
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 20
Nalls Sherbakoff Group, Llc 20
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 20
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 19
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 19
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 19
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 19
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 19
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 19
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 19
W.G. Shaheen & Associates DBA Whitney & Co 19
Gator Capital Management, LLC 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 19
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 19
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 19
Coston, McIsaac & Partners 19
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 19
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 19
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 19
Mork Capital Management, LLC 19
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 19
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 19
Naples Global Advisors, Llc 19
ACSKX - American Century Investment Trust - Short Duration Fund C Class 19
Bank & Trust Co 19
Lombardia Capital Partners Llc 19
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 19
Cary Street Partners Asset Management Llc 19
STXM - EA Series Trust - Strive Mid-Cap ETF 19
Rockland Trust Co 19
Capital Investment Advisors, LLC 19
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 19
Pathway Financial Advisers, LLC 19
TCG Advisory Services, LLC 19
Himco Variable Insurance Trust 19
Field & Main Bank 19
Verdad Advisers, LP 19
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 19
Cullinan Associates Inc 19
Wealth Preservation Advisors, LLC 19
Thomasville National Bank 19
Capital Income Builder 19
Authentikos Wealth Advisory, LLC 19
Triad Wealth Partners, LLC 19
F/M Investments LLC 19
Seacliff Capital, Llc 19
Junto Capital Management LP 19
Camelot Portfolios, LLC 19
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 19
Cubic Asset Management, LLC 19
Kelly Lawrence W & Associates Inc/ca 19
Mpwm Advisory Solutions, Llc 19
Bangor Savings Bank 19
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 19
Quad-Cities Investment Group, LLC 19
Nippon Life Insurance Co 19
Cognios Beta Neutral Large Cap Fund, Lp 19
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 19
Financial Synergies Wealth Advisors, Inc. 19
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 19
Pfs Investments Inc. 19
Farallon Capital Management Llc 19
Woodley Farra Manion Portfolio Management Inc 19
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 19
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 19
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 19
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 19
Vermillion Wealth Management, Inc. 19
Israel Discount Bank Of New York /gfn 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 19
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 19
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 19
S.A. Mason LLC 19
Delphi Management Inc /ma/ 19
Governors Lane LP 19
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 19
Marcum Wealth, LLC 19
Halpern Financial, Inc. 19
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 19
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 19
Precision Wealth Strategies, LLC 19
Clifford Swan Investment Counsel Llc 19
Premia Global Advisors, Llc 19
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 19
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 19
Whitener Capital Management, Inc. 19
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 19
Fulcrum Asset Management LLP 19
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 19
London Co Of Virginia 19
Punch & Associates Investment Management, Inc. 19
Tectonic Advisors Llc 19
Dividend & Income Fund 19
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 19
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 19
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 19
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 19
Marathon Trading Investment Management LLC 19
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 19
VCBCX - VALIC Co I - Blue Chip Growth Fund 19
Oddo Bhf Asset Management Sas 19
Bahl & Gaynor Inc 19
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 19
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 19
Invst, LLC 19
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 19
Beacon Investment Advisory Services, Inc. 19
Triumph Capital Management 19
Atlas Private Wealth Management 19
Gq Asset Management, Llc 19
Pinnacle Wealth Advisors 19
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 19
Lloyd Advisory Services, LLC. 19
Western Asset Global Corporate Defined Opportunity Fund Inc. 19
SILVER OAK SECURITIES, Inc 19
EdgeRock Capital LLC 19
Paragon Wealth Strategies, LLC 19
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 19
Legacy Bridge, LLC 19
Manteio Capital LLC 19
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 19
Neville Rodie & Shaw Inc 19
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 19
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 19
Seminole Management Co., Inc. 19
Capitolis Liquid Global Markets LLC 19
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 19
Clearwater Capital Advisors, LLC 19
Western Asset Premier Bond Fund 19
Wright Managed Equity Trust 19
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 19
Bienville Capital Management, LLC 19
Modern Wealth Management, LLC 19
Arcus Capital Partners, LLC 19
Tributary Capital Management, LLC 19
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 19
Clear Perspective Advisors, LLC 19
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 19
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 19
Passport Capital, LLC 19
Bpv Family Of Funds 19
Kwmg, Llc 19
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 19
Silvant Capital Management LLC 19
ProVise Management Group, LLC 19
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 19
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 19
Kohlberg Kravis Roberts & Co. L.P. 19
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 19
Stock Yards Bank & Trust Co 19
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 19
MYDA Advisors LLC 19
Holloway Wealth Management, LLC 19
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 19
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 19
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 19
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 19
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 19
Franklin Universal Trust 19
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 19
DGS Capital Management, LLC 19
Tennessee Valley Asset Management Partners 19
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 19
Bedrijfstakpensioenfonds Voor De Media Pno 19
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 19
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 19
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 19
New England Capital Financial Advisors LLC 19
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 19
Richard W. Paul & Associates, LLC 19
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 19
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 19
Obermeyer Wood Investment Counsel, Lllp 19
Advent Claymore Convertible Securities & Income Fund 19
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 19
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 19
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 19
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 19
West Bancorporation Inc 19
Atala Financial Inc 19
Gilliland Jeter Wealth Management LLC 19
Piermont Capital Management LLC 19
Fortis Group Advisors, LLC 19
Naples Money Management LLC 19
Mendon Capital Advisors Corp 19
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 19
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 19
Patton Albertson Miller Group, Llc 19
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 19
Manning & Napier Advisors Llc 19
Strategic Investment Advisors / MI 19
Cedar Mountain Advisors, LLC 19
Coyle Financial Counsel LLC 19
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 19
First United Bank Trust/ 19
Kms Financial Services, Inc 19
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 19
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 19
Castle Hook Partners LP 19
Centennial Bank/AR/ 19
AlphaOne Investment Services, LLC 19
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 19
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 19
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 19
Lourd Capital, LLC 19
Howard Wealth Management, Llc 19
Chilton Investment Co Llc 19
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 19
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 19
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 19
Paulson & Co. Inc. 19
Rowland Carmichael Advisors Inc /adv 19
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 19
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 19
American Financial Network Advisory Services Llc 19
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 19
York Capital Management Global Advisors, LLC 19
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 19
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 19
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 19
Aurora Investment Counsel 19
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 19
Pacific Center for Financial Services 19
Ramirez Asset Management, Inc. 19
Sage Mountain Advisors LLC 19
Western Asset Management Company, LLC 19
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 19
Blackrock Master Llc 19
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 19
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 19
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 19
Baillie Gifford & Co 19
Ag2r La Mondiale Gestion D'actifs 19
Stephenson National Bank & Trust 19
Verity & Verity, LLC 19
Waterloo Capital, L.P. 19
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 19
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 19
Gratus Capital LLC 19
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 19
Brick & Kyle, Associates 18
Midwest Professional Planners, LTD. 18
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 18
Schafer Cullen Capital Management Inc 18
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 18
Dearborn Partners Llc 18
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 18
OHIO NATIONAL FUND INC - ON International Equity Portfolio 18
Mesirow Financial Investment Management, Inc. 18
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 18
Alethea Capital Management, Llc 18
Summit X, LLC 18
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 18
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 18
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 18
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
United Asset Strategies, Inc. 18
Jnl Series Trust - Jnl/mellon International Index Fund (a) 18
SMITH HAYES Advisers, Inc 18
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 18
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 18
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 18
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 18
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 18
Global Endowment Management, LP 18
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 18
Lehman Financial Resources, Inc. 18
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 18
Safeguard Financial, LLC 18
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 18
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 18
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 18
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 18
Oppenheimer Global Strategic Income Fund 18
Scoggin Management Lp 18
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 18
Financiere des Professionnels - Fonds d,investissement inc. 18
First Financial Bank - Trust Division 18
ROE - EA Series Trust - Astoria US Quality Kings ETF 18
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 18
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 18
Scout Funds 18
Meristem Family Wealth, LLC 18
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 18
B & T Capital Management DBA Alpha Capital Management 18
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 18
BlackRock ETF Trust II - BlackRock Flexible Income ETF 18
Cove Street Capital, LLC 18
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 18
Howard Capital Management Inc. 18
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 18
Utc North American Fund, Inc. 18
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 18
VCSMX - VALIC Co I - Small Cap Fund 18
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 18
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 18
Smallcap World Fund Inc 18
Silphium Asset Management Ltd 18
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 18
Strategic Advisors LLC 18
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 18
Decatur Capital Management, Inc. 18
Boston Financial Mangement Llc 18
WealthPlan Investment Management, LLC 18
Financial Advantage, Inc. 18
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 18
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 18
TradeLink Capital LLC 18
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 18
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 18
Portside Wealth Group, LLC 18
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 18
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 18
McKinley Carter Wealth Services, Inc. 18
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 18
SeaBridge Investment Advisors LLC 18
Harfst & Associates, Inc. 18
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 18
Kingswood Wealth Advisors, Llc 18
Clear Investment Research, Llc 18
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 18
Liberty All Star Equity Fund 18
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 18
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 18
Investment Counselors Of Maryland Llc 18
Bar Harbor Trust Services 18
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 18
Deltec Asset Management Llc 18
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 18
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 18
Capital Impact Advisors, LLC 18
McGlone Suttner Wealth Management, Inc. 18
Ofi Invest Asset Management 18
Narwhal Capital Management 18
Legacy Capital Group California, Inc. 18
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 18
Personal Capital Advisors Corp 18
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 18
Point View Wealth Management, Inc. 18
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 18
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 18
FLP Wealth Management, LLC 18
Osborn Rohs Williams & Donohoe Ltd 18
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 18
Capital Management Associates /ny/ 18
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 18
Acrisure Capital Management, LLC 18
Cutler Capital Management, LLC 18
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 18
Smith, Graham & Co., Investment Advisors, LP 18
SA FUNDS INVESTMENT TRUST - SA International Value Fund 18
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 18
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 18
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 18
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 18
Intrua Financial, LLC 18
JT Stratford LLC 18
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 18
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 18
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 18
Chiron Investment Management, LLC 18
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 18
Dfpg Investments, Llc 18
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 18
Wood Tarver Financial Group, LLC 18
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 18
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 18
Rock Creek Group, LP 18
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 18
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 18
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 18
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 18
Allianz Se 18
Eaton Vance Tax-managed Global Diversified Equity Income Fund 18
Arabesque Asset Management Ltd 18
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 18
Nuveen Fund Advisors, LLC 18
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 18
Eidelman Virant Capital 18
Principle Wealth Partners Llc 18
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 18
Jeppson Wealth Management, Llc 18
Costello Asset Management, INC 18
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 18
Advanced Series Trust - Ast International Growth Portfolio 18
Champlain Investment Partners, LLC 18
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 18
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 18
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 18
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 18
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 18
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 18
Fwl Investment Management, Llc 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 18
Indices-Pac Research Corp. 18
FSA Wealth Management LLC 18
ICONIQ Capital, LLC 18
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 18
Employers Holdings, Inc. 18
Gifford Fong Associates 18
Ada Investment Management, LP 18
Game Creek Capital, LP 18
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 18
Adirondack Research & Management Inc. 18
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 18
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 18
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 18
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 18
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 18
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 18
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 18
Kernodle & Katon Asset Management Group, LLC 18
Maltese Capital Management Llc 18
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 18
FAINX - MSS Series Trust - Fallen Angels Income Fund 18
Capital International Sarl 18
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 18
Legacy Capital Wealth Partners, LLC 18
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 18
Focus Financial Network, Inc. 18
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 18
Coastal Bridge Advisors, LLC 18
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 18
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 18
Morningstar Investment Services LLC 18
LGPIX - Profunds - Large-cap Growth Profund Investor Class 18
EMC Capital Management 18
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 18
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 18
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 18
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 18
Legacy Wealth Asset Management, LLC 18
Everett Harris & Co /ca/ 18
Everhart Financial Group, Inc. 18
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 18
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 18
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 18
G&S Capital LLC 18
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 18
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 18
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 18
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 18
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 18
Graticule Asia Macro Advisors LLC 18
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 18
Hobbs Group Advisors, LLC 18
American Financial Group Inc 18
Bank of New Hampshire 18
Caisse Des Depots Et Consignations 18
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 18
Eisler Capital (UK) Ltd. 18
Sanibel Captiva Trust Company, Inc. 18
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 18
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 18
Fir Tree Capital Management Lp 18
Chartwell Investment Partners/pa 18
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 18
Godsey & Gibb Associates 18
Schooner Investment Group, LLC. 18
VIDI - ETF Series Solutions - Vident International Equity Fund 18
Douglas Lane & Associates, LLC 18
Torray Llc 18
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 18
Provenance Wealth Advisors, LLC 18
Profunds - Profund Vp Mid-cap Growth 18
US Asset Management LLC 18
First Trust Investment Solutions L.P. 18
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 18
Cornerstone Wealth Group, LLC 18
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 18
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 18
Price Michael F 18
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 18
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 18
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 18
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 18
Atlantic Edge Private Wealth Management, LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 18
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 18
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 18
Reinhart Partners, Inc. 18
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 18
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 18
Unique Wealth Strategies, LLC 18
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 18
Prosperity Consulting Group, LLC 18
Hunter Associates Investment Management Llc 18
Jackson Square Capital, Llc 18
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 18
Taika Capital, LP 18
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 18
Usa Mutuals Advisors, Inc. 18
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 18
PENN SERIES FUNDS INC - Small Cap Value Fund 18
FirstMerit Bank N A Trustee 18
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 18
Apollo Management Holdings, L.P. 18
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 18
Bellecapital International Ltd. 18
55i, Llc 17
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 17
BlackRock Multi-Sector Opportunities Trust II 17
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 17
Pimco Dynamic Income Fund 17
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 17
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 17
Adams Wealth Management 17
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 17
Okabena Investment Services Inc 17
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 17
Lion Street Advisors, LLC 17
Teamwork Financial Advisors, LLC 17
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 17
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 17
Ovata Capital Management Ltd 17
Curat Global, LLC 17
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 17
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 17
Hoey Investments, Inc 17
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 17
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 17
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 17
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 17
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 17
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 17
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 17
Pimco Corporate & Income Opportunity Fund 17
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 17
Insight Wealth Strategies, LLC 17
Nuveen Quality Preferred Income Fund 3 17
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 17
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 17
Nuveen Quality Preferred Income Fund 17
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 17
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 17
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 17
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 17
Ballew Advisors, Inc 17
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 17
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 17
KCS Wealth Advisory 17
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 17
PPM Funds - PPM High Yield Core Fund (Inst) 17
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 17
Founders Capital Management 17
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 17
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 17
Elkhorn Investments, LLC 17
Flaharty Asset Management, LLC 17
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 17
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 17
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 17
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 17
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 17
Penseco Financial Services Corp 17
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 17
Guidant Wealth Advisors 17
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 17
SLIM - Janus Detroit Street Trust - The Obesity ETF 17
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 17
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 17
Cascade Investment Advisors, Inc. 17
Alerus Financial Na 17
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 17
Bnc Wealth Management, Llc 17
Robertson Stephens Wealth Management, LLC 17
Chiron Capital Management, Llc 17
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 17
Gables Capital Management Inc. 17
Sound View Wealth Advisors Group, LLC 17
Enterprise Trust & Investment Co 17
Crescent Capital Consulting, LLC 17
Capital Growth Management Lp 17
Friess Associates Llc 17
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 17
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 17
Banco BTG Pactual S.A. 17
TriaGen Wealth Management LLC 17
Fft Wealth Management Llc 17
Klingman & Associates, LLC 17
Congress Asset Management Co /ma 17
Bluestein R H & Co 17
VestGen Advisors, LLC 17
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 17
Thor Advisors, Llc 17
Rodgers Brothers Inc. 17
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 17
Oberweis Asset Management Inc/ 17
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 17
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 17
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 17
Williams Jones & Associates LLC 17
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 17
RPg Family Wealth Advisory, LLC 17
Smith & Howard Wealth Management, LLC 17
Gries Financial Llc 17
CSM Advisors, LLC 17
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 17
Emfo, Llc 17
Nicolet Advisory Services, Llc 17
Ransom Advisory, Ltd 17
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 17
Handelsinvest Investeringsforvaltning 17
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 17
Strategic Asset Management, LLC 17
Patriot Investment Management Inc. 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 17
WESPAC Advisors SoCal, LLC 17
JB Capital LLC 17
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 17
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 17
Thomas J. Herzfeld Advisors, Inc. 17
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 17
HWG Holdings LP 17
Missouri Trust & Investment Co 17
Chemical Bank 17
CarsonAllaria Wealth Management, Ltd. 17
Stonegate Investment Group, LLC 17
RE Dickinson Investment Advisors, LLC 17
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 17
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 17
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 17
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 17
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 17
Atalanta Sosnoff Capital, Llc 17
Berkshire Asset Management Llc/pa 17
First American Trust, Fsb 17
First Community Trust Na 17
Live Your Vision, LLC 17
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
Welch Group, LLC 17
Power Corp of Canada 17
Relative Value Fund 17
Orinda Asset Management LLC 17
Relative Value Partners Group, LLC 17
Stratton Management Co 17
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 17
Wolf Group Capital Advisors 17
American National Insurance Co /tx/ 17
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 17
Callan Capital, LLC 17
Reynders McVeigh Capital Management, LLC 17
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 17
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 17
HighTower Trust Services, LTA 17
Offit Capital Advisors Llc 17
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 17
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 17
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 17
Thb Asset Management 17
Capital City Trust Co/fl 17
Franklin Street Advisors Inc /nc 17
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 17
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 17
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 17
Sabal Trust CO 17
Optimize Financial Inc 17
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 17
Cumberland Partners Ltd 17
Gallacher Capital Management LLC 17
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 17
Trifecta Capital Advisors, LLC 17
Catalyst Financial Partners Llc 17
OTA Financial Group L.P. 17
FourThought Financial Partners, LLC 17
Redwood Investments, LLC 17
Quantum Capital Management 17
Garda Capital Partners Lp 17
Marietta Investment Partners Llc 17
Segment Wealth Management, LLC 17
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 17
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 17
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 17
Corbenic Partners LLC 17
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 17
Mariner Investment Group Llc 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 17
Rnc Capital Management Llc 17
DoubleLine ETF Adviser LP 17
Argentus Capital Management, LLC 17
Texas Yale Capital Corp. 17
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 17
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 17
Empower Advisory Group, LLC 17
Guyasuta Investment Advisors Inc 17
Lebenthal Holdings,LLC 17
Simply Money Advisors 17
Buckley Wealth Management, LLC 17
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 17
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 17
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 17
Cadence Bank Na 17
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 17
Uncommon Cents Investing LLC 17
Traub Capital Management LLC 17
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 17
Buck Wealth Strategies, LLC 17
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 17
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 17
Watershed Asset Management, L.L.C. 17
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 17
Financial Enhancement Group LLC 17
Iberiabank Corp 17
Corrado Advisors, Llc 17
Seven Bridges Advisors LLC 17
Aevitas Wealth Management, Inc. 17
IFC Holdings Incorporated/FL 17
Criterion Capital Advisors, Llc 17
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 17
Tealwood Asset Management Inc 17
De Burlo Group Inc 17
Aspiriant, Llc 17
Profunds - Profund Vp Large-cap Growth 17
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 17
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 17
Geller Advisors LLC 17
Crabel Capital Management, LLC 17
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 17
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 17
Vaughan David Investments Inc/il 17
Voisard Asset Management Group, Inc. 17
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 17
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 17
MainStreet Investment Advisors LLC 17
Securian Funds Trust - SFT T. Rowe Price Value Fund 17
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 17
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 17
Fairway Wealth LLC 17
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 17
Seeds Investor Llc 17
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 17
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 17
Brasada Capital Management, Lp 17
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 17
Seelaus Asset Management LLC 17
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 17
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 17
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 17
Capital Advisors Inc/ok 17
Arbor Wealth Management, LLC 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 17
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 17
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 17
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 17
40 North Management LLC 17
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 17
Marathon Capital Management 17
Davis Selected Advisers 17
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 17
Thornburg Investment Management Inc 17
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 17
Teachers Insurance & Annuity Association Of America 17
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 17
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 17
Senator Investment Group LP 17
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 17
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 17
Varma Mutual Pension Insurance Co 17
Crews Bank & Trust 17
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 17
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 17
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 17
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 17
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 17
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 17
Vision Financial Markets Llc 17
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 17
Madison Investment Advisors, LLC 17
Gwn Securities Inc. 17
Cortina Asset Management, LLC 17
Southside Capital, Llc 17
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 17
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 17
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 17
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 17
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 17
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 17
Db-x Exchange-traded Funds Inc. 17
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 17
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 17
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 17
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 17
KIFAX - Forward Funds - Salient Select Income Fund Class A 17
Brant Point Investment Management Llc 16
Mitchell Mcleod Pugh & Williams Inc 16
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 16
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 16
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 16
Fenimore Asset Management Inc 16
Premier Path Wealth Partners, LLC 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 16
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 16
Calvert Impact Fund Inc 16
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 16
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 16
Means Investment Co., Inc. 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 16
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 16
Chelsea Counsel Co 16
TENOR CAPITAL MANAGEMENT Co., L.P. 16
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 16
Guardian Wealth Advisors, Llc / Nc 16
GSB Wealth Management, LLC 16
BankPlus Trust Department 16
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 16
Sterne Agee Group, Inc. 16
Aristeia Capital Llc 16
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 16
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 16
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 16
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 16
1492 Capital Management LLC 16
Sage Rhino Capital Llc 16
Oak Associates Ltd /oh/ 16
Blackrock Enhanced Equity Dividend Trust 16
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 16
Gamble Jones Investment Counsel 16
GATEX - Gateway Trust - Gateway Fund Class A Shares 16
First Business Financial Services, Inc. 16
Investment Partners, Ltd. 16
Riverwater Partners LLC 16
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 16
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 16
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 16
Reston Wealth Management Llc 16
Guggenheim Equal Weight Enhanced Equity Income Fund 16
9258 Wealth Management, LLC 16
Catalytic Wealth RIA, LLC 16
Studio Investment Management Llc 16
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 16
Iridian Asset Management Llc/ct 16
RiverPoint Capital Management, LLC 16
Granite Investment Partners, LLC 16
Fundamentun, Llc 16
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 16
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 16
Bristlecone Advisors, LLC 16
Wsfs Capital Management, Llc 16
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 16
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 16
JNL SERIES TRUST - JNL International Index Fund (I) 16
Parplus Partners 16
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 16
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 16
Watermark Asset Management, Inc. 16
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 16
Spectrum Wealth Counsel, LLC 16
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 16
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 16
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 16
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 16
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 16
Qualcomm Inc/de 16
Beryl Capital Management LLC 16
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 16
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 16
Crescent Grove Advisors, LLC 16
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 16
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 16
Verity Asset Management, Inc. 16
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 16
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 16
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 16
Edge Asset Management, Inc 16
Donaldson Capital Management, Llc 16
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 16
Better Money Decisions, LLC 16
FUKOKU MUTUAL LIFE INSURANCE Co 16
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 16
Mayflower Financial Advisors, LLC 16
New Amsterdam Partners Llc/ny 16
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 16
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 16
Jnl Series Trust - Jnl/s&p 4 Fund (a) 16
Hodges Capital Management Inc. 16
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 16
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 16
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 16
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 16
Baron Silver Stevens Financial Advisors, Llc 16
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 16
44 Wealth Management Llc 16
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 16
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 16
Kozak & Associates, Inc. 16
Fsi Group, Llc 16
Paradigm Financial Partners, Llc 16
Wallace Capital Management Inc. 16
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 16
Engine No. 1 Llc 16
Weil Company, Inc. 16
Argent Trust Co 16
Bronson Point Management LLC 16
Tower View Investment Management & Research LLC 16
L2 Asset Management, LLC 16
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 16
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 16
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 16
Foster Dykema Cabot & Co Inc/ma 16
HDV - iSHARES TRUST - iShares Core High Dividend ETF 16
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 16
Lebenthal Global Advisors, LLC 16
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 16
Capital International Ltd /ca/ 16
Advocacy Wealth Management Services, LLC 16
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 16
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 16
Endex Capital Management Llc 16
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 16
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 16
Symmetry Investments LP 16
Cypress Point Wealth Management, LLC 16
San Luis Wealth Advisors LLC 16
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 16
J. Safra Sarasin Holding AG 16
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 16
Mizuho Markets Americas Llc 16
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 16
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 16
Allianzgi Diversified Income & Convertible Fund 16
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 16
Berger Financial Group, Inc 16
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 16
Kerrisdale Advisers, LLC 16
Old Republic International Corp 16
Talon Private Wealth, LLC 16
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 16
Angeles Investment Advisors, LLC 16
Almitas Capital LLC 16
MTM Investment Management, LLC 16
Founders Bank & Trust 16
Advanced Series Trust - Ast High Yield Portfolio 16
New Wave Wealth Advisors Llc 16
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 16
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 16
Legg Mason Investment Counsel & Trust Co., N.A. 16
Lionsbridge Wealth Management LLC 16
Gabelli Equity Trust Inc 16
McAdams Wright Ragen, Inc. 16
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 16
ULTRA SERIES FUND - Core Bond Fund Class I 16
Next Century Growth Investors Llc 16
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 16
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 16
Haafor (Singapore) Pte. Ltd. 16
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 16
John Hancock Tax-advantaged Dividend Income Fund 16
Hohimer Wealth Management, Llc 16
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 16
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 16
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 16
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 16
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 16
Nicholas Hoffman & Company, LLC. 16
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 16
Bel Air Investment Advisors Llc 16
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 16
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 16
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 16
Baron Wealth Management LLC 16
Milestone Investment Advisors LLC 16
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 16
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 16
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 16
Fusion Family Wealth LLC 16
Country Club Trust Company, n.a. 16
Biltmore Capital Advisors LLC 16
Crow Point Global Dividend Plus Fund 16
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 16
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 16
Prentiss Smith & Co Inc 16
Causeway Capital Management Llc 16
Beverly Hills Private Wealth, LLC 16
Overbrook Management Corp 16
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 16
Imprint Wealth LLC 16
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 16
Insigneo Advisory Services, Llc 16
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 16
Brendel Financial Advisors LLC 16
Mountain Lake Investment Management LLC 16
Carnick & Kubik, LLC 16
FS Series Trust - FS Market Neutral Fund Class I 16
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 16
National Wealth Management Group, LLC 16
3Chopt Investment Partners, LLC 16
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 16
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 16
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 16
Pillar Pacific Capital Management Llc 16
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 16
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 16
Investment Centers Of America Inc 16
Coatue Management Llc 16
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 16
Decker Retirement Planning Inc. 16
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 16
PointState Capital LP 16
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 16
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 16
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 16
K.J. Harrison & Partners Inc 16
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 16
Nordwand Advisors, LLC 16
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 16
Monetta Financial Services Inc 16
Fca Corp /tx 16
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 16
Pointe Capital Management LLC 16
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 16
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 16
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 16
Genus Capital Management Inc. 16
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 16
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 16
Stevens First Principles Investment Advisors 16
Keystone Financial Group 16
VCIEX - VALIC Co I - International Equities Index Fund 16
Columbus Circle Investors 16
JDM Financial Group LLC 16
Spinnaker Trust 16
Karpas Strategies, Llc 16
Stock Portfolio - Stock Portfolio 16
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 16
Cynosure Management, Llc 16
DeDora Capital, Inc. 16
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 16
Supplemental Annuity Collective Trust of NJ 16
Windsor Capital Management, LLC 16
NOINX - Northern Funds - Northern International Equity Index Fund 16
Farmers Trust Co 16
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 16
Donald L. Hagan, LLC 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 16
Davis R M Inc 16
First Commonwealth Financial Corp /pa/ 16
Deutsche Value Series, Inc 16
Iowa State Bank 16
Exchange Capital Management, Inc. 16
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 16
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 16
BFIX - Build Funds Trust - Build Bond Innovation ETF 16
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 16
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 16
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 16
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 16
Strategic Wealth Advisors Group, LLC 16
Wall Street Access Asset Management, LLC 16
High Net Worth Advisory Group LLC 16
Oppenheimer Global Multi-asset Growth Fund 16
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 16
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 16
NINE MASTS CAPITAL Ltd 16
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 16
Covenant Multifamily Offices, LLC 16
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 16
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 16
Azimuth Capital Management LLC 16
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 16
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 16
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 16
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 15
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 15
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 15
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 15
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 15
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 15
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 15
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 15
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 15
Curio Wealth, Llc 15
IMG Wealth Management, Inc. 15
First Wilshire Securities Management Inc 15
Fedenia Advisers LLC 15
Bank of Jackson Hole Trust 15
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 15
Ariadne Wealth Management, LP 15
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 15
Meyer Handelman Co 15
Diversify Wealth Management, Llc 15
Castleark Management Llc 15
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 15
Compton Capital Management Inc /ri 15
KLCM Advisors, Inc. 15
Cheviot Value Management, LLC 15
Capital Directions Investment Advisors, LLC 15
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 15
Greenwood Capital Associates Llc 15
Fairman Group, LLC 15
D L Carlson Investment Group Inc 15
Markston International Llc 15
Auxier Asset Management 15
Long Island Wealth Management, Inc. 15
AlTi Global, Inc. 15
Boys Arnold & Co Inc 15
Beach Investment Counsel Inc/pa 15
Schwartz Investment Counsel Inc 15
Sapient Capital Llc 15
Leisure Capital Management 15
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 15
Alphagen Securities Llc 15
Tower Bridge Advisors 15
Knightsbridge Asset Management, Llc 15
Cullen Capital Management, LLC 15
United Community Bank 15
Strategic Financial Concepts, LLC 15
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 15
Ninety One SA (PTY) Ltd 15
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 15
Midwest Trust Co 15
Baker Ellis Asset Management LLC 15
Fiduciary Group LLC 15
Cobiz Investment Management, Llc 15
RMG Wealth Management LLC 15
Mercer Capital Advisers, Inc. 15
Montecito Bank & Trust 15
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 15
Maseco Llp 15
Peddock Capital Advisors, Llc 15
Murphy Pohlad Asset Management LLC 15
Deroy & Devereaux Private Investment Counsel Inc 15
AM Squared Ltd 15
BancorpSouth Inc 15
Creative Capital Management Investments LLC 15
Annex Advisory Services, LLC 15
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 15
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 15
Marathon Asset Management Llp 15
Regent Investment Management LLC 15
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 15
Astoria Portfolio Advisors LLC. 15
CT Financial Advisors LLC 15
Provence Wealth Management Group 15
Vestor Capital, Llc 15
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 15
Pinnacle Wealth Management Advisory Group, LLC 15
Jacobus Wealth Management, Inc. 15
BSW Wealth Partners 15
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 15
Alerus Investment Advisors Corp 15
Ninety One North America, Inc. 15
PCJ Investment Counsel Ltd. 15
General Electric Co 15
Manikay Partners, LLC 15
Financial Connections Group, Inc. 15
True North Advisors, LLC 15
Peregrine Asset Advisers, Inc. 15
Capital Wealth Planning, LLC 15
Sandy Cove Advisors, LLC 15
Smith, Salley & Associates 15
Kornitzer Capital Management Inc /ks 15
Peterson Financial Group, Inc. 15
Salient Capital Advisors, LLC 15
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 15
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 15
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 15
Perpetual Investment Management Ltd 15
Herold Advisors, Inc. 15
First Affirmative Financial Network 15
Overland Advisors, LLC 15
Li Winifred I 15
Zions Trust, National Association 15
Simmons Bank 15
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 15
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 15
Meridian Investment Counsel Inc. 15
Guardian Capital Advisors Lp 15
Alaethes Wealth LLC 15
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 15
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 15
Ghisallo Capital Management LLC 15
Hoese & Co LLP 15
InterOcean Capital Group, LLC 15
JS Capital Management LLC 15
Farmers National Bank 15
Mma Asset Management Llc 15
Clearline Capital LP 15
DB Wealth Management Group, LLC 15
DCM Advisors, LLC 15
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 15
Parameter Capital Management LLC 15
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 15
Telluride Asset Management LLC 15
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 15
Formula Growth Ltd 15
Bnp Paribas 15
Advanced Investment Partners, LLC 15
Harbor Advisors LLC 15
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 15
Northwest Wealth Management, Llc 15
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 15
Elgethun Capital Management 15
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 15
Good Life Advisors, LLC 15
AUERX - Unified Series Trust - Auer Growth Fund 15
Blenheim Capital Management, BV 15
Sunflower Bank, N.A. 15
ZIG - ETF Series Solutions - The Acquirers Fund 15
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 15
Garner Asset Management Corp 15
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 15
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 15
Long Focus Capital Management, Llc 15
Port Capital LLC 15
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 15
Lester Murray Antman dba SimplyRich 15
Invesco High Income Trust Ii 15
Oppenheimer Capital Income Fund 15
Galaxy Capital Trading Ltd 15
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 15
Citizens National Bank Trust Department 15
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 15
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 15
Amcap Fund 15
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 15
Pimco High Income Fund 15
Ballast Advisors Llc 15
Keebeck Wealth Management, LLC 15
Visionary Wealth Advisors 15
Eaton Vance Risk-managed Diversified Equity Income Fund 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 15
Mine & Arao Wealth Creation & Management, LLC. 15
Firestone Capital Management 15
Leelyn Smith, LLC 15
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 15
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 15
Delaware Investments Dividend & Income Fund, Inc 15
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 15
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 15
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 15
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 15
Mascagni Wealth Management, Inc. 15
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 15
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 15
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 15
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 15
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 15
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 15
Federated Mdt Large Cap Value Fund 15
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 15
Epiphany Funds 15
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 15
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 15
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 15
Calamos Dynamic Convertible & Income Fund 15
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 15
Vanguard Morgan Growth Fund 15
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 15
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 15
VCIGX - VALIC Co I - Dividend Value Fund 15
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 15
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 15
Underlying Funds Trust 15
Aft, Forsyth & Company, Inc. 15
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 15
OmniStar Financial Group, Inc. 15
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 15
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 15
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 15
Hc Financial Advisors Inc 15
Elmwood Wealth Management, Inc. 15
Braun-Bostich & Associates Inc. 15
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 15
Grandview Asset Management LLC 15
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 15
First National Bank of South Miami 15
Little House Capital Llc 15
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 15
Jet Capital Investors L P 15
Dagco, Inc. 15
Hoover Financial Advisors, Inc. 15
Meridian Wealth Advisors, LLC 15
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 15
MorganRosel Wealth Management, LLC 15
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 15
Occidental Asset Management, LLC 15
Waddell & Associates, Llc 15
Baldrige Asset Management LLC 15
First National Corp /ma/ /adv 15
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 15
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 15
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 15
TCF National Bank 15
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 15
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 15
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 15
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 15
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 15
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 15
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 15
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 15
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 15
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 15
Thrivent Core Funds - Thrivent Core International Equity Fund 15
Glacier Peak Capital LLC 15
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 15
NMIEX - Northern Funds - Active M International Equity Fund 15
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 15
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 15
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 15
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 15
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 15
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 15
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 15
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 15
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 15
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 15
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 15
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 15
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 15
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 15
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 15
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 15
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 15
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 15
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 15
Aware Super Pty Ltd as trustee of Aware Super 15
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 15
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 15
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 15
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 15
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 15
Dfa Investment Trust Co - The Dfa International Value Series 15
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 15
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 15
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 15
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 15
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 15
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 15
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 15
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 15
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
MML Series Investment Fund II - MML Asset Momentum Fund Class II 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 15
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 15
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 15
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 15
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 15
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 15
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 15
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 15
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 15
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 15
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 15
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 15
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 15
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 15
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 15
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 15
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 15
Vulcan Value Partners, LLC 15
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 14
Insight 2811, Inc. 14
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 14
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 14
Advisor OS, LLC 14
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 14
Independent Solutions Wealth Management, LLC 14
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 14
Baltimore-Washington Financial Advisors, Inc. 14
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 14
Benson Investment Management Company, Inc. 14
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 14
Teton Westwood Funds 14
Calamos Convertible & High Income Fund 14
Robeco Schweiz AG 14
Morgan Dempsey Capital Management Llc 14
Legacy Financial Group LLC 14
Poplar Forest Capital LLC 14
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 14
Asset Planning Services, Ltd. 14
FRG Family Wealth Advisors LLC 14
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 14
Security National Bank Of Sioux City Iowa /ia/ 14
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 14
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 14
Columbia Asset Management 14
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 14
Banced Corp 14
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 14
Edmond de Rothschild (Europe) 14
Dfa Investment Trust Co - The Emerging Markets Series 14
Catalina Capital Group, LLC 14
Gunderson Capital Management Inc. 14
Islay Capital Management, Llc 14
Drive Wealth Management, Llc 14
Morse Asset Management, Inc 14
Connecticut Wealth Management, LLC 14
Horizon Bancorp Inc /in/ 14
Dougherty Wealth Advisers LLC 14
Norwood Financial Corp 14
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 14
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 14
Reby Advisors, LLC 14
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 14
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 14
Lake Street Financial Llc 14
Constellation Wealth Advisors, LLC 14
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 14
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 14
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 14
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 14
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 14
Periscope Capital Inc. 14
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 14
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 14
Nair Vinay 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 14
JSF Financial, LLC 14
Cornerstone Advisors, LLC 14
BLB&B Advisors, LLC 14
Tekla World Healthcare Fund 14
Credential Securities Inc. 14
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 14
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 14
Growth Fund Of America 14
Eaton Vance Enhanced Equity Income Fund 14
Ruffer LLP 14
New England Asset Management Inc 14
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 14
Midas Management Corp 14
Northwest Quadrant Wealth Management, LLC 14
Pimco Strategic Income Fund, Inc 14
Joseph P. Lucia & Associates, LLC 14
Parcion Private Wealth LLC 14
Boston Family Office Llc 14
World Equity Group, Inc. 14
Quotient Wealth Partners, LLC 14
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 14
YOKE - EA Series Trust - Yoke Core ETF 14
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 14
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 14
SNS Financial Group, LLC 14
Arjuna Capital 14
Cavalier Investments, LLC 14
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 14
Pecaut & Co. 14
Forward Management, LLC 14
Suffolk Capital Management Llc 14
NOIEX - Northern Funds - Northern Income Equity Fund 14
Mystic Asset Management, Inc. 14
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 14
Motley Fool Asset Management LLC 14
Graney & King, LLC 14
Portfolio Strategies, Inc. 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 14
Pictet & Cie (Europe) SA 14
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 14
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 14
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 14
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 14
Absolute Capital Management, LLC 14
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 14
Bell Bank 14
Scharf Investments, Llc 14
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 14
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 14
Fairfax Financial Holdings Ltd/ Can 14
Eaton Vance Tax-managed Buy-write Income Fund 14
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 14
Risk Paradigm Group, LLC 14
Ironbridge Funds, Inc. 14
Xtx Markets Llc 14
Guggenheim Taxable Municipal Managed Duration Trust 14
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 14
ULTRA SERIES FUND - Diversified Income Fund Class I 14
Cim, Llc 14
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 14
Basswood Capital Management, L.l.c. 14
Signature Resources Capital Management, LLC 14
Icon Wealth Advisors, LLC 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 14
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 14
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 14
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 14
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 14
Liberty Capital Management, Inc. 14
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 14
First Allied Asset Management, Inc. 14
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 14
New Century Financial Group, LLC 14
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 14
Fdp Series, Inc. 14
Rexford Capital Inc 14
Cypress Wealth Advisors LLC 14
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 14
Northwest Bancshares, Inc. 14
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 14
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 14
Cm Wealth Advisors Llc 14
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 14
Peachtree Investment Advisors, Inc. 14
Proffitt & Goodson Inc 14
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 14
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 14
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 14
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 14
FolioMetrix LLC 14
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 14
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 14
Leeward Investments, LLC - MA 14
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 14
Allianzgi Equity & Convertible Income Fund 14
Franklin Templeton International Trust 14
Sharkey, Howes & Javer 14
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 14
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 14
Kessler Investment Group, LLC 14
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 14
Accent Capital Management, LLC 14
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 14
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 14
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 14
Buffington Mohr McNeal 14
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 14
Encompass Wealth Advisors, Llc 14
Arnhold LLC 14
Premier Asset Management Llc 14
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 14
Redmont Wealth Advisors Llc 14
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 14
Kelman-Lazarov, Inc. 14
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 14
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 14
Burke & Herbert Bank & Trust Co 14
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 14
PharVision Advisers, LLC 14
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 14
Matrix Trust Co 14
TrinityPoint Wealth, LLC 14
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 14
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 14
Integrated Wealth Counsel, Llc 14
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 14
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 14
Weatherly Asset Management L. P. 14
Maryland Capital Management 14
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 14
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 14
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 14
Roman Butler Fullerton & Co 14
SYM FINANCIAL Corp 14
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 14
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 14
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 14
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 14
National Penn Investors Trust Co /pa 14
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 14
Community Bank System, Inc. 14
Bank Of The West 14
J.P. Turner & Co Capital Mnagement, LLC 14
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 14
Third Avenue Management Llc 14
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 14
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 14
AMCPX - AMCAP FUND - AMCAP FUND Class A 14
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 14
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 14
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 14
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 14
Richards, Merrill & Peterson, Inc. 14
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 14
Sentinel Asset Management, Inc. 14
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 14
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 14
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 14
Barnes Dennig Private Wealth Management LLC 14
Ar Asset Management Inc 14
Nkcfo Llc 14
Loeb Offshore Management LP 14
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 14
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 14
Capital World Growth & Income Fund 14
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 14
Winmill & Co. Inc 14
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 14
Outlook Wealth Advisors, LLC 14
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 14
Shaolin Capital Management LLC 14
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 14
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 14
Tradewinds Global Investors, LLC 14
Nicholas Company, Inc. 14
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 14
American Independence Financial Services LLC 14
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 14
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 14
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 14
PENN SERIES FUNDS INC - Smid Cap Value Fund 14
Davis Capital Management 14
Saba Capital Management, L.P. 14
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 14
Sentry Investments Corp. 14
Delap Wealth Advisory, Llc 14
Parasol Investment Management, LLC 14
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 14
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 14
Buckingham Capital Management, Inc. 14
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 14
F3Logic, LLC 14
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 14
FT Vest Rising Dividend Achievers Total Return Fund 14
SWS Partners 14
Redwood Capital Management, Llc 14
Journey Advisory Group, LLC 14
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 14
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 14
Landaas & Co /wi /adv 14
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 14
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 14
Cito Capital Group, LLC 14
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 14
Ironsides Asset Advisors, LLC 14
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 14
Davidson Investment Advisors 14
Kaufman Rossin Wealth, LLC 14
Ninepoint Partners LP 14
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 14
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 14
Cedar Wealth Management, LLC 14
Premier Fund Managers Ltd 14
North Capital, Inc. 14
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 14
Gmt Capital Corp 14
Aviso Financial Inc. 14
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 14
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
Radnor Capital Management, LLC 14
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 14
Pettyjohn, Wood & White, Inc 14
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 14
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 14
Atika Capital Management LLC 14
Alpine Global Dynamic Dividend Fund 14
Sanders Capital, LLC 14
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 14
Board of the Pension Protection Fund 14
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 14
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 14
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 14
Benchmark Investment Advisors LLC 14
MONTX - MONETTA TRUST - Monetta Fund 14
Hall Laurie J Trustee 14
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 14
Blackrock 2022 Global Income Opportunity Trust 14
Timber Creek Capital Management LLC 14
S&co Inc 14
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 14
Bloom Tree Partners, Llc 14
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 14
Flow Traders U.s. Llc 14
Altfest L J & Co Inc 14
Calamos Convertible Opportunities & Income Fund 14
Btr Capital Management Inc 14
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 14
Eaton Vance Tax-managed Diversified Equity Income Fund 14
Blue Sky Asset Management, LLC 14
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 14
Legend Financial Advisors, Inc. 14
Clare Market Investments LLC 14
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 13
Castle Wealth Management Llc 13
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 13
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 13
Putnam High Income Securities Fund 13
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 13
Painted Porch Advisors LLC 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 13
GlobalBridge, Inc. 13
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 13
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 13
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 13
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 13
JIHDX - John Hancock Funds II - High Yield Fund Class 1 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 13
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 13
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 13
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 13
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 13
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 13
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 13
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 13
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 13
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 13
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 13
Eisler Capital Management Ltd. 13
Foster Dykema Cabot & Partners, Llc 13
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 13
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 13
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 13
Fs Credit Income Fund 13
LGT Group Foundation 13
UBP Investment Advisors SA 13
Townsend & Associates, Inc 13
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 13
Ruane, Cunniff & Goldfarb Inc 13
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 13
Quadcap Wealth Management, LLC 13
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 13
Sompo Japan Nipponkoa Asset Management Co.,ltd. 13
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 13
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 13
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 13
Tuscan Ridge Asset Management Llc 13
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 13
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 13
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 13
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 13
Madden Advisory Services, Inc. 13
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 13
VACVX - VALIC Co II - Large Cap Value Fund 13
Bessemer Securities Llc 13
Grey Fox Wealth Advisors, LLC 13
Fma Advisory Inc 13
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 13
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 13
Able Wealth Management LLC 13
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 13
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 13
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 13
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 13
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 13
Wbh Advisory Inc 13
Cox Capital Mgt LLC 13
Baldwin Investment Management, LLC 13
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 13
Cohen Klingenstein LLC 13
Accident Compensation Corp 13
CFO4Life Group, LLC 13
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 13
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 13
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 13
Godshalk Welsh Capital Management, Inc. 13
Abner Herrman & Brock Llc 13
Bowen Hanes & Co Inc 13
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 13
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 13
Vivaldi Opportunities Fund 13
Ally Financial Inc. 13
Brookwood Investment Group LLC 13
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 13
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 13
Fiduciary Financial Group, Llc 13
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 13
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 13
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 13
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 13
Insight Capital Research & Management Inc 13
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 13
Van Leeuwen & Company, LLC 13
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 13
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 13
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 13
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 13
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 13
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 13
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 13
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 13
Biltmore Family Office, LLC 13
Ritter Daniher Financial Advisory LLC / DE 13
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 13
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 13
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 13
Kettle Hill Capital Management, Llc 13
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 13
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 13
Philadelphia Trust Co 13
Grant Street Asset Management, Inc. 13
Sig Brokerage, Lp 13
HHG & Company, LLC 13
WFA of San Diego, LLC 13
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 13
Glenview Capital Management, Llc 13
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 13
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 13
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 13
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 13
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 13
Plancorp, LLC 13
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 13
Everpar Advisors Llc 13
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 13
Virtus Total Return Fund Inc. 13
Live Oak Investment Partners 13
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 13
Barr E S & Co 13
Intrepid Capital Management Inc 13
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 13
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 13
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 13
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 13
HMS Capital Management, LLC 13
Elm Advisors, Llc 13
Inlet Private Wealth, LLC 13
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 13
Jabre Capital Partners S.A. 13
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 13
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 13
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 13
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 13
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 13
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 13
Wambolt & Associates, LLC 13
Yellowstone Partners, LLC 13
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 13
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 13
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 13
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 13
Rather & Kittrell, Inc. 13
Appleton Partners Inc/ma 13
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 13
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 13
Omega Advisors Inc. 13
1 North Wealth Services Llc 13
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 13
Eagle Rock Investment Company, Llc 13
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 13
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 13
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 13
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 13
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 13
First Merchants Corp 13
Main Street Financial Solutions, LLC 13
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 13
Summit Financial Wealth Advisors, LLC 13
Raiff Partners Inc 13
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 13
PENN SERIES FUNDS INC - Mid Core Value Fund 13
Colonial River Wealth Management, LLC 13
Carderock Capital Management Inc 13
Autumn Glory Partners, LLC 13
Tacita Capital Inc 13
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 13
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 13
Fosun International Ltd 13
Mjp Associates Inc /adv 13
Hefty Wealth Partners 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 13
Woodward Diversified Capital, Llc 13
McClarren Financial Advisors, Inc. 13
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 13
Mcdonald Partners Llc 13
Curated Wealth Partners LLC 13
Pineno Levin & Ford Asset Management, Inc. 13
Teton Advisors, Inc. 13
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 13
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 13
Pergamon Offshore Advisors, L.P. 13
Bck Capital Management Lp 13
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 13
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 13
Third Point LLC 13
Cowa, Llc 13
Pacific Alternative Asset Management Company, Llc 13
Founders Financial Securities Llc 13
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 13
Your Advocates Ltd., LLP 13
Trust Co Of Virginia /va 13
Oder Investment Management, LLC 13
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 13
S-Bank Fund Management Ltd 13
Walter & Keenan Financial Consulting Co /mi/ /adv 13
American Assets Investment Management, LLC 13
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 13
Pinnacle Holdings, LLC 13
BBT Capital Management, LLC 13
Annandale Capital, LLC 13
Valmark Advisers, Inc. 13
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 13
Sterling Financial Planning, Inc. 13
PFM Health Sciences, LP 13
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 13
Puff Wealth Management, Llc 13
DiMeo Schneider & Associates, L.L.C. 13
Prio Wealth Limited Partnership 13
BW Gestao de Investimentos Ltda. 13
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 13
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 13
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 13
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 13
Anderson Hoagland & Co 13
Litman Gregory Asset Management LLC 13
Whalerock Point Partners, Llc 13
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 13
Tiaa Cref Trust Co Fsb/mo 13
Shikiar Asset Management Inc 13
eCIO, Inc. 13
Burnham Asset Management Corp /ny/ 13
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 13
Washington Capital Management Inc 13
Hemenway Trust Co LLC 13
HFG Advisors, Inc. 13
Hurley Capital, LLC 13
Odey Asset Management Group Ltd 13
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 13
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 13
Beaumont Financial Partners, LLC 13
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 13
Copper Rock Capital Partners, LLC 13
Ironwood Investment Counsel, LLC 13
Scott & Selber, Inc. 13
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 13
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 13
Continental Advisors Llc 13
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 13
Main Street Research LLC 13
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 13
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 13
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 13
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 13
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 13
Guidance Point Advisors, LLC 13
Saiers Capital, LLC 13
Braun Stacey Associates Inc 13
Kera Capital Partners, Inc. 13
Blackrock Enhanced Global Dividend Trust 13
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 13
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 13
Principled Equity Market Fund 13
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 13
SkyOak Wealth, LLC 13
Neuberger Berman High Yield Strategies Fund Inc. 13
Mawer Investment Management Ltd. 13
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 13
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 13
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 13
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 13
Park West Asset Management LLC 13
Platte River Capital LLC 13
Moon Capital Management, LLC 13
Dialectic Capital Management, Lp 13
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 13
Granite Investment Advisors, LLC 13
Fiduciary Management Inc /wi/ 13
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 13
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 13
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 13
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 13
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 13
Hartline Investment Corp/ 13
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 13
Brewin Dolphin Wealth Management Ltd 13
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 13
VELA Investment Management, LLC 13
GM Advisory Group, Inc. 13
Vanguard Capital Wealth Advisors 13
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 13
Benin Management CORP 13
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 13
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 13
Pimco Income Opportunity Fund 13
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 13
Skba Capital Management Llc 13
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 13
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 13
Focus Financial Network Inc /adv 13
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 13
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 13
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 13
Soltis Investment Advisors LLC 13
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 13
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 13
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 13
Vestpro Financial Partners, Inc. Dba Cpf Texas 13
Anchorage Capital Group, L.L.C. 13
Henssler Funds Inc 13
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 13
ASB Consultores, LLC 13
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 13
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 13
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 13
Fsb Premier Wealth Management, Inc. 13
Menard Financial Group LLC 13
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 13
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 13
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 13
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 13
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 13
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 13
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 13
Stance Capital Llc 13
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 13
CI Global Investments Inc. 13
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 13
Paradigm Capital Management Inc/ny 13
Gabelli Equity Series Funds Inc 13
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 13
Aprio Wealth Management, LLC 13
Level Financial Advisors, Inc. 13
Signal Advisors Wealth, LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 13
Core Wealth Advisors, Inc. 13
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 13
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 13
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 13
Knollwood Investment Advisory, LLC 13
Nuveen Nasdaq 100 Dynamic Overwrite Fund 13
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 13
Oppenheimer Integrity Funds 13
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 13
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 13
Gabelli Convertible & Income Securities Fund Inc 13
Northwest Capital Management Inc 13
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 13
Williamson Legacy Group, LLC 13
Capital Group Private Client Services, Inc. 13
Rowland & Co Investment Counsel/adv 13
Hood River Capital Management LLC 13
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 13
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 13
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 13
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 13
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 13
Meritage Group LP 13
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 13
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 13
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 13
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 13
Aries Wealth Management 13
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 13
Karlinski Andrew C 13
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 13
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 13
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 13
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 13
Bain Capital Public Equity Management Ii, Llc 13
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 13
LM Advisors LLC 13
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 13
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 13
Brand Asset Management Group, Inc. 13
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 13
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 13
Hanlon Investment Management, Inc. 13
Lowe Wealth Advisors, LLC 13
Allianzgi Convertible & Income Fund 13
Allianzgi Convertible & Income Fund Ii 13
Woodard & Co Asset Management Group Inc /adv 12
Sentinel Group Funds Inc 12
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 12
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 12
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 12
Azora Capital LP 12
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 12
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 12
Smith Affiliated Capital Corp. 12
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 12
Jamison Private Wealth Management, Inc. 12
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 12
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 12
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 12
Grayhawk Investment Strategies Inc. 12
Waverton Investment Management Ltd 12
Weik Capital Management 12
Flagship Wealth Advisors, Llc 12
Evanson Asset Management, LLC 12
HITE Hedge Asset Management LLC 12
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 12
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 12
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 12
Jolley Asset Management, LLC 12
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 12
Redwood Park Advisors LLC 12
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 12
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 12
Shamrock Asset Management LLC 12
Bks Advisors, Llc 12
Goldentree Asset Management Lp 12
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 12
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 12
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 12
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 12
Trellus Management Company, LLC 12
Synergy Investment Management, LLC 12
Beech Hill Advisors, Inc. 12
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 12
B.O.S.S. Retirement Advisors, LLC 12
SlateStone Wealth, LLC 12
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 12
New Hampshire Trust 12
Sather Financial Group Inc 12
Jd Capital Management Llc 12
IPG Investment Advisors LLC 12
Aspen Grove Capital, LLC 12
Edmond De Rothschild (suisse) S.a. 12
America First Investment Advisors, LLC 12
Factory Mutual Insurance Co 12
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 12
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 12
E&G Advisors, LP 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 12
Northwest Bank & Trust Co 12
Freedom Wealth Alliance, Llc 12
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 12
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 12
TFB Advisors LLC 12
Union Savings Bank 12
Compass Wealth Management LLC 12
Estate Counselors, LLC 12
Wallace Advisory Group, LLC 12
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 12
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 12
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 12
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 12
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 12
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 12
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 12
Lisanti Capital Growth, LLC 12
Hyman Charles D 12
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 12
Gilman Hill Asset Management, LLC 12
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 12
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 12
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 12
Diligent Investors, LLC 12
Aristides Capital LLC 12
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 12
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 12
Mechanics Bank Trust Department 12
Consolidated Portfolio Review Corp 12
Blackhawk Capital Partners LLC. 12
Honeywell International Inc 12
Iron Financial, LLC 12
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 12
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 12
Owl Creek Asset Management, L.P. 12
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 12
North Star Asset Management Inc 12
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 12
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 12
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 12
Bayview Asset Management, Llc 12
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 12
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 12
MBE Wealth Management, LLC 12
Blackrock Enhanced Capital & Income Fund, Inc. 12
James Hambro & Partners 12
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 12
Aurora Private Wealth, Inc. 12
Secure Asset Management, LLC 12
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 12
Stonebridge Financial Planning Group, LLC 12
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 12
American Fidelity Dual Strategy Fund Inc 12
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 12
Chesapeake Wealth Management 12
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 12
Stokes Family Office, LLC 12
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 12
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 12
Blackrock Multi-sector Opportunities Trust 12
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 12
Pimco Dynamic Credit & Mortgage Income Fund 12
Professional Financial Advisors, LLC 12
Pimco Flexible Credit Income Fund 12
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 12
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 12
1776 Wealth LLC 12
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 12
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 12
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 12
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 12
PPM Funds - PPM Floating Rate Income Fund (Inst) 12
Select Equity Group, L.P. 12
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 12
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 12
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 12
Waddell & Reed Advisors Funds 12
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 12
Freedom Day Solutions, LLC 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 12
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 12
Kennebec Savings Bank 12
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 12
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 12
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 12
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 12
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 12
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 12
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 12
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 12
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 12
TFG Advisers LLC 12
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 12
Sowa Financial Group, Inc. 12
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 12
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
Magnolia Capital Advisors Llc 12
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 12
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 12
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 12
Cannon Financial Strategists, Inc. 12
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 12
PFG Advisors 12
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 12
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 12
Burgundy Asset Management Ltd. 12
Auxano Advisors, LLC 12
Cooper Financial Group 12
MASTERINVEST Kapitalanlage GmbH 12
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 12
Sawyer & Company, Inc 12
Oak Point Wealth Management 12
Amica Mutual Insurance Co 12
William B. Walkup & Associates, Inc. 12
King Street Capital Management, L.p. 12
Cypress Capital, LLC 12
Close Asset Management Ltd 12
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 12
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 12
Delta Investment Management, LLC 12
Folger Hill Asset Management LP 12
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 12
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 12
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 12
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 12
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 12
Canal Capital Management, LLC 12
Aua Capital Management, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 12
Landsberg, Bennett, & Dubbaneh LLC 12
Wealthgarden F.s. Llc 12
Burleson & Company, LLC 12
Parkside Investments, LLC 12
Winthrop Partners - Wny, Llc 12
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 12
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 12
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 12
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 12
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 12
Cannell Capital Llc 12
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 12
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 12
Canandaigua National Corp 12
GQG Partners LLC 12
Ab Multi-manager Alternative Fund 12
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 12
Western Standard LLC 12
Narus Financial Partners, LLC 12
Fullerton Fund Management Co Ltd 12
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 12
Groupe la Francaise 12
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 12
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 12
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 12
Atlanta Capital Management Co L L C 12
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 12
Timucuan Asset Management Inc/fl 12
Apexium Financial, Lp 12
Private Advisory Group LLC 12
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 12
Gleason Group, Inc. 12
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 12
Rainier Group Investment Advisory LLC 12
Integrity Alliance, Llc. 12
Arthur M. Cohen & Associates, Llc 12
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 12
RGT Wealth Advisors, LLC 12
VCSOX - VALIC Co I - International Socially Responsible Fund 12
Fisher Funds Management LTD 12
Emrys Partners, L.P. 12
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 12
Baron Financial Group, LLC 12
Bankers Trust Co 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 12
Archipel Asset Management AB 12
Bainco International Investors 12
Boussard & Gavaudan Asset Management LP 12
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 12
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 12
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 12
Wealth Advisory Solutions, LLC 12
PENN SERIES FUNDS INC - Large Core Value Fund 12
Hayden Royal, Llc 12
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 12
Sugar Maple Asset Management, LLC 12
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 12
Johnson Midwest Financial, LLC 12
Sienna Gestion 12
Catapult Capital Management Llc 12
ABVAX - AB TRUST - AB Value Fund Class A 12
Fusion Investment Group, LLC 12
SCS Capital Management LLC 12
McCarthy Asset Management, Inc. 12
Future Financial Wealth Managment LLC 12
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 12
Otter Creek Advisors, LLC 12
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 12
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 12
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 12
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 12
Mitchell Sinkler & Starr/pa 12
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 12
ROSS\JOHNSON & Associates LLC 12
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 12
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 12
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 12
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 12
Kmg Fiduciary Partners, Llc 12
Accretive Wealth Partners, LLC 12
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 12
Stelac Advisory Services LLC 12
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 12
qPULA Trading Management LP 12
Orbitronix, LP 12
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 12
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 12
SummerHaven Investment Management, LLC 12
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 12
Cedar Brook Financial Partners, LLC 12
Green Harvest Asset Management LLC 12
DHJJ Financial Advisors, Ltd. 12
Twin Focus Capital Partners, Llc 12
AIMZ Investment Advisors, LLC 12
Financial Strategy Network, LLC 12
ZPR Investment Management 12
Investment Management Of Virginia Llc 12
Opera Trading Capital 12
Tru Independence Asset Management 2, Llc 12
First Niagara Bank 12
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 12
Orbis Allan Gray Ltd 12
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 12
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 12
MKP Capital Management, L.L.C. 12
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 12
Coe Capital Management, LLC 12
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 12
Stonnington Group, Llc 12
Regency Capital Management Inc.\DE 12
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 12
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 12
Heartland Bank & Trust Co 12
Western Asset High Income Fund Ii Inc. 12
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 12
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 12
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 12
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 12
Natixis ETF Trust - Natixis Gateway Quality Income ETF 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
Orbimed Advisors Llc 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
Sierra Summit Advisors Llc 12
Violich Capital Management, Inc. 12
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 12
VCHYX - VALIC Co II - High Yield Bond Fund 12
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 12
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 12
Wrapmanager Inc 12
Holderness Investments Co 12
IronBridge Capital Management LP 12
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 12
Fiduciary Management Associates Llc 12
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 12
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 12
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 12
Stamos Capital Partners, L.p. 12
Croft-leominster Inc 12
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 12
Five Oceans Advisors 12
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 12
Roof Eidam & Maycock/adv 12
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 12
TKG Advisors, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 12
Maryland Capital Advisors Inc. 12
Fairholme Capital Management Llc 12
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 12
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 12
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 12
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 12
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 12
Emory University 12
Altavista Wealth Management, Inc. 12
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 12
Oppenheimer Equity Income Fund 12
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 12
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 12
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 12
Fifth Lane Capital, Lp 12
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 12
Jackson Wealth Management, LLC 12
Hancock Whitney Investment Services Inc. 12
Hills Bank & Trust Co 12
Evergreen Private Wealth LLC 12
Savvy Advisors, Inc. 12
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 12
MeadowBrook Investment Advisors LLC 12
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 12
Westhampton Capital, LLC 12
General American Investors Co Inc 12
Options Solutions, Llc 12
Signature Financial Management, Inc. 12
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 12
Amica Retiree Medical Trust 12
River Wealth Advisors LLC 12
Sound Shore Management Inc /ct/ 12
Penobscot Investment Management Company, Inc. 12
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 12
British Airways Pensions Investment Management Ltd 12
Siena Capital Llc 12
Comprehensive Financial Consultants Institutional, Inc. 12
Pictet North America Advisors SA 12
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 12
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 12
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 12
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 12
Patten & Patten Inc/tn 12
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 12
Sterneck Capital Management, LLC 12
Wealth Architects, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 12
Smallwood Wealth Investment Management, LLC 12
My Legacy Advisors, LLC 12
Delek Group, Ltd. 12
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 12
RiverFront Investment Group, LLC 12
Tritonpoint Wealth, Llc 12
Adirondack Funds 12
Cyrus J. Lawrence, LLC 12
LGT Fund Management Co Ltd. 12
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 12
Retireful, LLC 12
KRMA - Global X Funds - Global X Conscious Companies ETF 12
Angeles Wealth Management, Llc 12
Moreno Evelyn V 12
Detwiler Fenton Investment Management LLC 12
Bamco Inc /ny/ 12
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 12
New England Research & Management, Inc. 12
IPDP - Listed Funds Trust - Dividend Performers ETF 12
Boston Income Portfolio - Boston Income Portfolio 12
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 12
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 11
First National Bank of Mount Dora, Trust Investment Services 11
Boenning & Scattergood, Inc. 11
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 11
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 11
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 11
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 11
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
Transatlantique Private Wealth Llc 11
Prossimo Advisors, LLC 11
Edgemoor Investment Advisors, Inc. 11
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 11
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 11
Cassaday & Co Wealth Management LLC 11
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 11
Acropolis Investment Management, LLC 11
APG Asset Management US Inc. 11
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 11
Family Legacy, Inc. 11
Sound View Wealth Advisors, Llc 11
Values First Advisors, Inc. 11
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 11
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 11
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 11
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 11
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 11
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 11
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 11
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 11
Lansing Street Advisors 11
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 11
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 11
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 11
Traynor Capital Management, Inc. 11
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 11
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 11
FMIJX - FMI FUNDS INC - International Fund Investor Class 11
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 11
Alpine Total Dynamic Dividend Fund 11
Cypress Capital Management Llc 11
Security National Bank 11
Harvest Capital Strategies LLC 11
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 11
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 11
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 11
Accredited Wealth Management, LLC 11
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 11
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 11
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 11
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 11
Tcg Advisors, Lp 11
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 11
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 11
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 11
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 11
Souders Financial Advisors 11
Heritage Wealth Management, Inc. 11
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 11
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 11
IFC Advisors LLC 11
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 11
Worth Asset Management, LLC 11
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 11
Perceptive Advisors Llc 11
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 11
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 11
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 11
Natural Investments, Llc 11
Armbruster Capital Management, Inc. 11
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 11
Southeast Asset Advisors Inc. 11
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 11
Pimco Corporate & Income Strategy Fund 11
Pimco Income Strategy Fund Ii 11
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 11
Verde Servicos Internacionais S.A. 11
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 11
Fort Pitt Capital Group, Llc 11
Dynasty Wealth Management, Llc 11
Pimco Income Strategy Fund 11
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 11
Orser Capital Management, Llc 11
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 11
Western Asset Global High Income Fund Inc. 11
Putnam Investors Fund 11
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 11
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 11
Copperwynd Financial, LLC 11
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 11
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 11
Seven Springs Wealth Group, LLC 11
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 11
Novem Group 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 11
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 11
Stonehearth Capital Management, LLC 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
PAX Financial Group, LLC 11
Palo Capital, Inc. 11
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 11
Nuveen Multi-market Income Fund 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 11
Palouse Capital Management, Inc. 11
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 11
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 11
Anson Funds Management LP 11
Clear Street Llc 11
MidAtlantic Capital Management, Inc. 11
KC Investment Advisors, LLC 11
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 11
First National Bank Sioux Falls 11
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 11
Atlas Brown,Inc. 11
Eaton Vance Tax-managed Buy-write Opportunities Fund 11
Nuveen Diversified Dividend & Income Fund 11
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 11
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 11
Ashford Capital Management Inc 11
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 11
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 11
PARK CIRCLE Co 11
American National Registered Investment Advisor, Inc. 11
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 11
Affinity Wealth Management Llc 11
Aristotle Capital Management, LLC 11
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 11
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 11
Wealthstreet Investment Advisors, LLC 11
Spectrum Financial Alliance Ltd LLC 11
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 11
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 11
Canyon Capital Advisors Llc 11
Demars Financial Group, LLC 11
American Funds Fundamental Investors 11
RBA Wealth Management, LLC 11
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 11
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 11
Beutel, Goodman & Co Ltd. 11
Plimoth Trust Co Llc 11
Texas Capital Bank Wealth Management Services Inc 11
Perritt Capital Management Inc 11
Castle Creek Arbitrage, LLC 11
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 11
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 11
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 11
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 11
Pingora Partners LLC 11
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 11
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 11
Farmer Steven Patrick 11
Marks Group Wealth Management, Inc 11
Ilmarinen Mutual Pension Insurance Co 11
Ambassador Advisors, LLC 11
Torch Wealth Management LLC 11
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 11
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 11
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 11
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 11
First Light Asset Management, LLC 11
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 11
Beck Capital Management, Llc 11
Cohen & Steers Quality Income Realty Fund Inc 11
Fractal Investments LLC 11
Evolution Advisers, Inc. 11
Private Portfolio Partners Llc 11
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 11
Sfmg, Llc 11
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 11
LST - Managed Portfolio Series - Leuthold Select Industries ETF 11
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 11
Boulder Hill Capital Management Lp 11
Covey Capital Advisors, LLC 11
Eagle Capital Management Llc 11
Van Den Berg Management I, Inc 11
Concorde Asset Management, LLC 11
Angelo Gordon & Co., L.p. 11
Nepsis, Inc. 11
Hnp Capital Llc 11
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 11
Clear Creek Financial Management, LLC 11
XML Financial, LLC 11
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 11
Florida Financial Advisors, Llc 11
Retirement Wealth Solutions LLC 11
Vista Wealth Management Group, LLC 11
Royce Micro-cap Trust, Inc /md/ 11
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 11
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 11
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 11
New America High Income Fund Inc 11
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 11
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 11
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 11
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 11
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 11
Advanced Portfolio Management, LLC 11
Catawba Capital Management /va 11
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 11
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 11
AssuredPartners Investment Advisors, LLC 11
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 11
Campbell Newman Asset Management Inc 11
Pine Valley Investments Ltd Liability Co 11
Murphy & Mullick Capital Management Corp 11
Horizons Wealth Management 11
Rhenman & Partners Asset Management AB 11
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 11
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 11
Somerville Kurt F 11
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 11
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 11
Court Place Advisors, LLC 11
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 11
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 11
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 11
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 11
Silver Capital Management Llc 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 11
Mfs Special Value Trust 11
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
Piershale Financial Group, Inc. 11
Kanawha Capital Management Llc 11
Cornerstone Management, Inc. 11
Zrc Wealth Management, Llc 11
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 11
Tidemark, LLC 11
Hengehold Capital Management Llc 11
Provident Wealth Management, LLC 11
Guardian Wealth Management, Inc. 11
Sendero Wealth Management, LLC 11
Graham Capital Wealth Management, Llc 11
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 11
University Of Notre Dame Du Lac 11
Empire Financial Management Company, LLC 11
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 11
Asset Advisors Corp 11
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 11
Heritage Investors Management Corp 11
Randolph Co Inc 11
Shilanski & Associates, Inc. 11
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 11
First National Advisers, LLC 11
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 11
Columbia Wanger Asset Management Llc 11
Harding Loevner Lp 11
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 11
Invesco, Llc 11
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 11
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 11
Lodestar Investment Counsel Llc/il 11
Holos Integrated Wealth LLC 11
Portman Square Capital LLP 11
Azimuth Capital Investment Management LLC 11
Destra Investment Trust Ii 11
Capital Planning Advisors, LLC 11
MML Series Investment Fund II - MML High Yield Fund Class II 11
Osborne Partners Capital Management, Llc 11
UNIVEST FINANCIAL Corp 11
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 11
Guild Investment Management, Inc. 11
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 11
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 11
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 11
ShoreHaven Wealth Partners, LLC 11
Blue Rock Advisors, LLC 11
Laurel Wealth Planning LLC 11
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 11
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 11
Ray Gerald L & Associates Ltd 11
Physicians Financial Services, Inc. 11
PACIFIC SELECT FUND - Comstock Portfolio Class I 11
Kestrel Investment Management Corp 11
Cannon Global Investment Management, LLC 11
Spectrum Advisory Services Inc 11
Fort Point Capital Partners LLC 11
Horizon Advisory Services, Inc. 11
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 11
Beacon Harbor Wealth Advisors, Inc. 11
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 11
Humankind Investments LLC 11
Grace Capital 11
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 11
D. Scott Neal, Inc. 11
BRASX - Blackrock Allocation Target Shares - Bats Series S 11
West Financial Advisors, LLC 11
FSC Wealth Advisors, LLC 11
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 11
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 11
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 11
Princeton Capital Management Llc 11
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 11
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 11
Truepoint, Inc. 11
Mid Continent Capital Llc/il 11
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 11
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 11
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 11
Partner Investment Management, L.P. 11
Amica Pension Fund Board Of Trustees 11
Heron Bay Capital Management 11
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 11
Capstone Triton Financial Group, LLC 11
AJOVista, LLC 11
Pacific Global Investment Management Co 11
Tri Locum Partners LP 11
McLean Asset Management Corp 11
Sterling Investment Counsel, LLC 11
Brown Miller Wealth Management, LLC 11
Teewinot Capital Advisers, L.L.C. 11
Scholtz & Company, Llc 11
Md Sass Investors Services Inc 11
Urban Wealth Management, LLC 11
Forte Capital Llc /adv 11
Hara Capital LLC 11
PENN SERIES FUNDS INC - Large Cap Value Fund 11
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 11
Spirepoint Private Client, Llc 11
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 11
Marco Investment Management Llc 11
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 11
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 11
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 11
PENN SERIES FUNDS INC - Mid Cap Value Fund 11
Redmond Asset Management, LLC 11
Silicon Valley Capital Partners 11
Efficient Market Advisors, LLC 11
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 11
Catamount Wealth Management 11
Valley National Bancorp 11
Platform Technology Partners 11
Franklin Ltd Duration Income Trust 11
Jackson Hole Capital Partners, LLC 11
BERIX - Chartwell Funds - Berwyn Income Fund 11
Mcmillion Capital Management Inc 11
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 11
Robbins Farley Llc 11
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 11
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 11
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 11
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 11
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 11
RDA Financial Network 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 11
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 11
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 11
Texas Capital Bancshares Inc/tx 11
Horizon Financial Services, Llc 11
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 11
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 11
Dumont & Blake Investment Advisors Llc 11
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 11
IronBridge Private Wealth, LLC 11
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 11
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 11
Tradition Capital Management Llc 11
Apex Capital Management 11
Maridea Wealth Management LLC 11
Rainier Investment Management Llc 11
Wallington Asset Management, LLC 11
Wunderlich Capital Managemnt 11
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 11
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 11
Rubric Capital Management LP 11
Strycker View Capital Llc 11
Canvas Wealth Advisors, LLC 11
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 11
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 11
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 11
Sarofim Fayez 11
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 11
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 11
O'Neil Global Advisors, Inc. 11
Stone House Investment Management, LLC 11
Mairs & Power Inc 11
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 11
Afam Capital, Inc. 11
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 11
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 11
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 11
Quantum Capital Management, LLC / NJ 11
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 11
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 11
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 11
CGC Financial Services, LLC 11
Western Asset High Income Opportunity Fund Inc. 11
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 11
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 11
Mountain Pacific Investment Advisers Inc/id 11
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 11
SVA Wealth Management, LLC 11
HCR Wealth Advisors 11
Aj Wealth Strategies, Llc 11
HTLF Bank 11
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 11
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
Wafra Inc. 11
Carmignac Gestion 11
MIG Capital, LLC 10
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 10
Maj Invest Holding A/S 10
Zazove Associates Llc 10
Kendall Capital Management 10
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 10
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 10
HoyleCohen, LLC 10
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 10
Partners Capital Investment Group, Llp 10
Hamilton Capital, LLC 10
Lucia Wealth Services, Llc 10
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 10
Ballast, Inc. 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 10
One Fin Capital Management LP 10
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 10
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 10
MONECO Advisors, LLC 10
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 10
Knuff & Co LLC 10
Putnam Fund For Growth & Income 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 10
Covenant Partners, LLC 10
Nuveen Flexible Investment Income Fund 10
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 10
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 10
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 10
BRAMX - Blackrock Allocation Target Shares - Bats Series M 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
Gf Fund Management Co. Ltd. 10
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 10
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 10
Western Asset Variable Rate Strategic Fund Inc. 10
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 10
Centric Wealth Management 10
VSSVX - VALIC Co I - Small Cap Special Values Fund 10
Fourth Dimension Wealth, LLC 10
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 10
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 10
Shorepoint Capital Partners LLC 10
Lantz Financial LLC 10
New Age Alpha Funds Trust - NAA Allocation Fund Class C 10
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 10
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 10
John Hancock Funds II - Health Sciences Fund Class NAV 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 10
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 10
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 10
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 10
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 10
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 10
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 10
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 10
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 10
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 10
Virtus Insight Trust 10
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 10
Guggenheim Credit Allocation Fund 10
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 10
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 10
Stonehage Fleming (uk) Ltd 10
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 10
Curian Series Trust 10
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 10
WIREX - PFS FUNDS - Wireless Fund 10
Mfs Intermarket Income Trust I 10
Whitebox Mutual Funds 10
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 10
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 10
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 10
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 10
CFIMX - Clipper Funds Trust - Clipper Funds Trust 10
Nuveen Equity Premium Opportunity Fund 10
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 10
Trust For Advisor Solutions 10
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 10
BlackRock Credit Strategies Fund 10
ESL Trust Services, LLC 10
Summit Wealth Group, LLC 10
Pimco Global Stocksplus & Income Fund 10
Mayfair Advisory Group, LLC 10
HBC Financial Services, PLLC 10
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 10
Financial Strategies Group, Inc. 10
Cohen & Steers Total Return Realty Fund Inc 10
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 10
NWK Group, Inc. 10
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 10
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 10
Capital Wealth Alliance, LLC 10
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 10
Fortis Capital Management LLC 10
GURU - Global X Funds - Global X Guru Index ETF 10
Optas, LLC 10
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 10
Laidlaw Wealth Management LLC 10
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 10
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 10
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 10
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 10
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 10
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 10
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 10
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 10
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 10
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 10
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 10
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 10
Voya International High Dividend Equity Income Fund 10
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 10
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 10
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 10
Claymore Exchange-traded Fund Trust 2 10
Walled Lake Planning & Wealth Management, Llc 10
MFCPX - M FUND INC - M Capital Appreciation Fund 10
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 10
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 10
Affiance Financial, LLC 10
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 10
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 10
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 10
Amussen Hunsaker Associates Llc 10
Athos Capital Ltd 10
Geneva Partners, LLC 10
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 10
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 10
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 10
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 10
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 10
Adalta Capital Management LLC 10
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 10
Dimension Capital Management Llc 10
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 10
Circle Wealth Management, LLC 10
Northstar Wealth Partners LLC 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 10
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 10
New Perspective Fund 10
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 10
Worth Venture Partners, LLC 10
Jana Partners Llc 10
Sapience Investments, LLC 10
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 10
Ullmann Financial Group, Inc. 10
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 10
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 10
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 10
Marietta Wealth Management, LLC 10
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 10
Prudent Man Advisors, LLC 10
BBR ALO Fund, LLC 10
Stanford Investment Group, Inc. 10
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 10
Rikoon Group, LLC 10
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 10
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 10
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 10
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 10
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 10
Dalton Investments LLC 10
Coronation Fund Managers Ltd. 10
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 10
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 10
Perimeter Capital Partners, LLC 10
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 10
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 10
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
Advanced Series Trust - Ast International Value Portfolio 10
Foster Group, Inc. 10
Adirondack Retirement Specialists, Inc. 10
Diversified, LLC 10
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 10
Latitude Advisors, LLC 10
Schnieders Capital Management Llc 10
OneAscent Wealth Management LLC 10
Lumature Wealth Partners, LLC 10
Mandatum Life Insurance Co Ltd 10
Credit Capital Investments LLC 10
NWF Advisory Services Inc. 10
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 10
Ade, Llc 10
Sessa Capital IM, L.P. 10
Exos Asset Management LLC 10
Outfitter Financial LLC 10
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 10
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 10
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 10
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 10
Sage Private Wealth Group, Llc 10
Alamar Capital Management, LLC 10
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 10
Bellevue Group AG 10
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 10
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 10
Peoples Bank /oh 10
Camden Asset Management L P /ca 10
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 10
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 10
McGowan Group Asset Management, Inc. 10
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 10
Pring Turner Capital Group Inc 10
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 10
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 10
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 10
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 10
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 10
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 10
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 10
Aston Asset Management, LLC 10
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 10
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 10
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 10
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 10
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 10
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 10
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 10
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 10
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 10
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 10
Matisse Capital 10
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 10
Talkot Capital, LLC 10
Newtyn Management, LLC 10
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 10
Kolinsky Wealth Management, LLC 10
EFG Asset Management (Americas) Corp. 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 10
Astrantus Ltd 10
Ahl Investment Management, Inc. 10
Revolve Wealth Partners, LLC 10
HST Ventures, LLC 10
Carson Advisory Inc. 10
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 10
Ameliora Wealth Management Ltd. 10
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 10
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 10
Seldon Capital Lp 10
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 10
Krs Capital Management, Llc 10
Fiduciary Services Corp/ga 10
Trail Ridge Investment Advisors, LLC 10
Phase 2 Partners, LLC 10
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 10
Gyrus Investment Management Inc. 10
Western Pacific Wealth Management, LP 10
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 10
Middleton & Co Inc/ma 10
Arvest Bank Trust Division 10
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 10
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 10
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 10
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 10
Palisade Asset Management, LLC 10
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 10
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 10
Town & Country Bank & Trust CO dba First Bankers Trust CO 10
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 10
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 10
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 10
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 10
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 10
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 10
Pacific Ridge Capital Partners, LLC 10
King Wealth 10
Sandell Asset Management Corp 10
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 10
Miller Investment Management, LP 10
Basso Capital Management, L.p. 10
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 10
EagleClaw Capital Managment, LLC 10
Groesbeck Investment Management Corp /nj/ 10
Terra Nova Asset Management LLC 10
Kempner Capital Management Inc. 10
Range Financial Group LLC 10
VNBTrust, National Association 10
Carlson Capital Management 10
Community Trust & Investment Co 10
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 10
Woodstock Corp 10
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 10
Pure Financial Advisors, Inc. 10
Interactive Financial Advisors 10
Nixon Peabody Trust Co 10
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 10
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 10
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 10
First American Bank 10
Cheyne Capital Management (UK) LLP 10
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 10
Addenda Capital Inc. 10
Tevis Investment Management 10
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 10
Financial Advisory Service, Inc. 10
Round Table Services, LLC 10
Hosking Partners LLP 10
RiverPark Advisors, LLC 10
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 10
Flossbach Von Storch Ag 10
Mesirow Institutional Investment Management, Inc. 10
Chatham Capital Group, Inc. 10
General Partner, Inc. 10
Johanson Financial Advisors, Inc. 10
Davy Global Fund Management Ltd 10
Sivik Global Healthcare LLC 10
Greenlight Capital Inc 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 10
Olistico Wealth, LLC 10
Smart Portfolios, LLC 10
Koesten, Hirschmann & Crabtree, INC. 10
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 10
Applied Capital LLC/FL 10
Ivory Investment Management, Llc 10
Phillips Wealth Planners LLC 10
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 10
Palladiem, Llc 10
Horrell Capital Management, Inc. 10
Butensky & Cohen Financial Security, Inc 10
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 10
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 10
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 10
Two Roads Shared Trust - Hypatia Women CEO ETF 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 10
Blackthorn Investment Group Llc 10
Selway Asset Management 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 10
Portland Global Advisors LLC 10
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 10
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 10
Kensico Capital Management Corp 10
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 10
Parsec Financial Management, Inc. 10
Quintet Private Bank (Europe) S.A. 10
Commonwealth Financial Services, LLC 10
PCA Investment Advisory Services Inc. 10
GMEZX - GuideStone Funds - Impact Equity Fund Investor 10
SOL Capital Management CO 10
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 10
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 10
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 10
Mcdonald Capital Investors Inc/ca 10
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 10
Evolution Wealth Management Inc. 10
Lbmc Investment Advisors, Llc 10
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 10
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 10
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 10
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 10
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 10
Hikari Power Ltd 10
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 10
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 10
Tweedy, Browne Co LLC 10
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 10
WFA Asset Management Corp 10
Staley Capital Advisers Inc 10
Kimelman & Baird, LLC 10
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 10
KPP Advisory Services LLC 10
Allen Mooney & Barnes Investment Advisors LLC 10
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 10
Columbus Hill Capital Management, L.P. 10
Boreal Capital Management LLC 10
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 10
Independence Capital Asset Partners, LLC 10
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 10
Westerkirk Capital Inc. 10
Trueblood Wealth Management, LLC 10
Sabadell Asset Management, S.A S.G.I.I.C 10
Capital Insight Partners, Llc 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 10
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 10
Bear Mountain Capital, Inc. 10
Sentry LLC 10
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 10
Barlow Wealth Partners, Inc. 10
Fielder Capital Group LLC 10
Kiely Wealth Advisory Group, Inc. 10
SPC Financial, Inc. 10
Wiser Advisor Group LLC 10
Marex Group plc 10
Letko, Brosseau & Associates Inc 10
RELIANCE TRUST Co 10
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 10
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 10
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 10
Kahn Brothers Group Inc /de/ 10
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 10
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 10
Howland Capital Management Llc 10
Ables, Iannone, Moore & Associates, Inc. 10
Leo Wealth, LLC 10
Securian Funds Trust - SFT Core Bond Fund Class 1 10
United Fire Group Inc 10
waypoint wealth counsel 10
Century Capital Management, LLC 10
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 10
Budros, Ruhlin & Roe, Inc. 10
MGB Wealth Management, LLC 10
Stockman Wealth Management, Inc. 10
Lafayette Investments, Inc. 10
Atlanta Consulting Group Advisors, LLC 10
Luxor Capital Group, LP 10
TPG Group Holdings (SBS) Advisors, Inc. 10
TruNorth Capital Management, LLC 10
Granahan Investment Management Inc/ma 10
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 10
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 10
Cambridge Financial Group, Inc. 10
Ccm Investment Advisers Llc 10
Gw Capital Inc 10
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 10
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 10
Mattson Financial Services, LLC 10
Concord Asset Management, LLC/VA 10
Sectoral Asset Management Inc 10
AQINX - AQR Funds - AQR International Equity Fund Class N 10
Avenir Corp 10
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 10
Ariel Investments, Llc 10
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 10
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 10
Union Bancaire Privee, UBP SA 10
Highfields Capital Management Lp 10
Rock Springs Capital Management LP 10
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 10
Wingate Wealth Advisors, Inc. 10
Kentucky Trust Co 10
WHV Investments, Inc. 10
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 10
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 10
Redmile Group, LLC 10
Pennant Capital Management, LLC 10
Impact Capital Partners LLC 10
Amici Capital, LLC 10
Menora Mivtachim Holdings Ltd. 10
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 10
Armis Advisers, LLC 10
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 10
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 10
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 10
Hardy Reed LLC 10
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 10
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 10
Truehand, Inc 10
Hotaling Investment Management, LLC 10
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 10
Mizuho Securities Co. Ltd. 10
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 10
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 10
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 10
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 10
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 10
Farmers & Merchants Trust Co of Long Beach 10
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 10
LFA - Lugano Financial Advisors SA 10
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 10
Islet Management, LP 10
Avitas Wealth Management LLC 10
Northside Capital Management, LLC 9
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 9
Cohen Capital Management, Inc. 9
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 9
Axiom International Investors Llc /de 9
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 9
Dfa Investment Trust Co - The Continental Small Company Series 9
Greenfield Savings Bank 9
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 9
Zhang Financial LLC 9
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 9
Cue Financial Group, Inc. 9
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 9
Lvm Capital Management Ltd/mi 9
Newman Dignan & Sheerar, Inc. 9
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 9
Amarillo National Bank 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 9
Smithbridge Asset Management Inc/de 9
Spartan Planning & Wealth Management 9
Dixon Mitchell Investment Counsel Inc. 9
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 9
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 9
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 9
Artemis Wealth Advisors, LLC 9
Walker Asset Management, LLC 9
Cedar Hill Associates, Llc 9
Legacy Capital Partners, Inc. 9
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 9
First Houston Capital, Inc. 9
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 9
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 9
Lumbard & Kellner, LLC 9
Keener Financial Planning LLC 9
Taylor Wealth Management Partners 9
apricus wealth, LLC 9
Telos Capital Management, Inc. 9
Fort Sheridan Advisors Llc 9
Hendershot Investments Inc. 9
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 9
Greenwich Wealth Management LLC 9
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
TAP Consulting, LLC 9
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 9
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 9
RUFF - ETF Opportunities Trust - Alpha Dog ETF 9
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 9
Forefront Analytics, LLC 9
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 9
Scott Marsh Financial, LLC 9
Asset Advisors Investment Management, LLC 9
Starfire Investment Advisers, Inc. 9
Duff & Phelps Investment Management Co 9
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 9
Southeastern Asset Management Inc/tn/ 9
Mcrae Capital Management Inc 9
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 9
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 9
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 9
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 9
Pinnacle Wealth Management, LLC 9
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 9
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 9
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 9
Stralem & Co Inc 9
Northern Capital Management Llc 9
Skylands Capital, LLC 9
Ulland Investment Advisors, LLC 9
Hedeker Wealth, LLC 9
Apeiron RIA LLC 9
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 9
Bivin & Associates, Inc. 9
Windsor Creek Advisors, Llc 9
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 9
Wendell David Associates Inc 9
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 9
Broderick Brian C 9
Sender Co & Partners, Inc. 9
Thrive Wealth Management, LLC 9
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 9
Sagefield Capital LP 9
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 9
Life Planning Partners, Inc 9
C-J Advisory, Inc. 9
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 9
Marble Harbor Investment Counsel, LLC 9
Breithorn Capital Management 9
Sonora Investment Management Group, LLC 9
Chemistry Wealth Management LLC 9
SC&H Financial Advisors, Inc. 9
Argent Trust Company, N.a. 9
Corvex Management LP 9
Naviter Wealth, LLC 9
United Capital Management of KS, Inc. 9
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 9
Vision Capital Management, Inc. 9
Kathleen S. Wright Associates Inc. 9
Gibraltar Capital Management, Inc. 9
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 9
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 9
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 9
Mitchell Capital Management Co 9
LRT Capital Management, LLC 9
Paladin Advisory Group, LLC 9
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 9
Bellevue Asset Management AG 9
Badgley Phelps Wealth Managers, LLC 9
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 9
EMG Holdings, L.P. 9
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 9
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 9
ACR Alpine Capital Research, LLC 9
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 9
Fortress Investment Group LLC 9
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 9
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 9
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 9
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 9
RVW Wealth, LLC 9
Systematic Portfolios LLC 9
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 9
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 9
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 9
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 9
Perbak Capital Partners LLP 9
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 9
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 9
Bancroft Fund Ltd 9
Grisanti Capital Management LLC 9
Oracle Alpha Inc. 9
Baxter Bros Inc 9
Border to Coast Pensions Partnership Ltd 9
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 9
Boit C F David 9
Dominick & Dominick LLC 9
Morgan Stanley Income Securities Inc 9
RKL Wealth Management LLC 9
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 9
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 9
Three Corner Global Investors LP 9
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 9
Proathlete Wealth Management Llc 9
VSM Wealth Advisory, LLC 9
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 9
Cooperman Leon G 9
Prentice Wealth Management LLC 9
Folger Nolan Fleming Douglas Capital Management, Inc 9
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 9
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 9
Cfs, Llc 9
Dg Capital Management Inc 9
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 9
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 9
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 9
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 9
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 9
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 9
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 9
Koss-Olinger Consulting, LLC 9
Pura Vida Investments, Llc 9
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 9
Lyrical Asset Management Lp 9
Chicago Capital, LLC 9
SG Capital Management LLC 9
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 9
Bard Financial Services, Inc. 9
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 9
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 9
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 9
Muhlenkamp & Co Inc 9
Suvretta Capital Management, Llc 9
Cypress Funds Llc 9
Scion Asset Management, LLC 9
HRS Investment Holdings, LLC 9
Cypress Asset Management Inc/tx 9
DSC Advisors, L.P. 9
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 9
Orion Capital Management LLC 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 9
Round Rock Advisors, LLC 9
Cs Mckee Lp 9
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 9
VCGEX - VALIC Co I - Emerging Economies Fund 9
Cassia Capital Partners, LLC 9
Privium Fund Management (UK) Ltd 9
Center For Asset Management LLC 9
Chubb Corp 9
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 9
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 9
St. Louis Trust Co 9
First Washington CORP 9
Southpoint Capital Advisors LP 9
Sonic Fund II, L.P. 9
Mitchell & Pahl Private Wealth, Llc 9
Berkeley Capital Partners, LLC 9
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 9
Kaizen Financial Strategies 9
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 9
Endurant Capital Management LP 9
Villere St Denis J & Co Llc 9
Clear Perspectives Financial Planning, LLC 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
Morris Retirement Advisors, LLC 9
Omni Partners Llp 9
Fpc Investment Advisory, Inc. 9
Reyes Financial Architecture, Inc. 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 9
Starr International Co Inc 9
PENN SERIES FUNDS INC - High Yield Bond Fund 9
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 9
Cornerstone Financial Partners, LLC 9
Eminence Capital, Lp 9
Centennial Wealth Advisory LLC 9
White Pine Capital Llc 9
Goodwin Investment Advisory 9
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 9
Re Advisers Corp 9
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 9
Salvus Wealth Management, LLC 9
Tran Capital Management, L.p. 9
Crowley Wealth Management, Inc. 9
Cohen & Steers Capital Management Inc 9
Adamant Biomedical Investments AG 9
Pandora Wealth, Inc. 9
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 9
Fiduciary Financial Services Of The Southwest Inc /tx 9
Harbert Fund Advisors, Inc. 9
Te Ahumairangi Investment Management Ltd 9
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 9
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 9
Challenger Wealth Management 9
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 9
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 9
Lincluden Management Ltd 9
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 9
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 9
O'Brien Wealth Partners LLC 9
Pvg Asset Management Corp 9
SRN Advisors, LLC 9
Artal Group S.A. 9
Advisory Resource Group 9
Fenimore Asset Management Trust 9
Oxford Financial Group Ltd 9
Sicart Associates LLC 9
Quest Investment Management Llc 9
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 9
Abbrea Capital, LLC 9
New Capital Management LP 9
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 9
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 9
Sand Hill Global Advisors, LLC 9
Hunting Hill Global Capital, LLC 9
Usca All Terrain Fund 9
Perennial Advisors, LLC 9
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 9
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 9
Lyell Wealth Management, Lp 9
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 9
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 9
Hunter Perkins Capital Management, LLC 9
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 9
PHH Investments, Ltd. 9
Serengeti Asset Management LP 9
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 9
Mb, Levis & Associates, Llc 9
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 9
Lincoln Capital Corp 9
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 9
Greenwood Gearhart Inc 9
Bingham Private Wealth, Llc 9
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 9
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 9
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 9
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 9
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 9
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 9
Franklin, Parlapiano, Turner & Welch, LLC 9
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 9
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 9
Cantor Fitzgerald Investment Adviser L.p. 9
Fairscale Capital, LLC 9
Summit Financial Group, Inc. 9
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 9
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 9
Ackerman Capital Advisors, LLC 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
Penbrook Management LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 9
Richard P Slaughter Associates Inc 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 9
Hourglass Capital, Llc 9
Fulcrum Capital LLC 9
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 9
Apella Capital, LLC 9
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 9
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 9
Killen Group Inc 9
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 9
IEV - iSHARES TRUST - iShares Europe ETF 9
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 9
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 9
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 9
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 9
McMahon Financial Advisors, LLC 9
Voya Emerging Markets High Dividend Equity Fund 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 9
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 9
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 9
Spotlight Asset Group, Inc. 9
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 9
Westbourne Investments, Inc. 9
Oppenheimer Corporate Bond Fund 9
MADDEN SECURITIES Corp 9
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 9
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 9
Blueprint Investment Partners LLC 9
Huntleigh Advisors, Inc. 9
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 9
SCID - Global X Funds - Global X Scientific Beta Europe ETF 9
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 9
Argent Financial Group, Inc. 9
Mindset Wealth Management, Llc 9
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 9
Brophy Wealth Management, LLC 9
Invenomic Capital Management LP 9
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 9
Oppenheimer Main Street Mid Cap Fund 9
Eaton Vance Senior Income Trust 9
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 9
Live Oak Private Wealth LLC 9
Armistice Capital, Llc 9
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 9
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 9
Cynosure Advisors, Llc 9
Parnassus Investments /ca 9
LexAurum Advisors, LLC 9
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 9
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 9
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 9
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 9
Watson Rebecca 9
Single Point Partners, LLC 9
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 9
Alpha Quant Advisors, Llc 9
Ramius Advisors Llc 9
Primecap Management Co/ca/ 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 9
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 9
Angel Oak Financial Strategies Income Term Trust 9
Capital Square, LLC 9
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 9
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 9
Brave Warrior Advisors, LLC 9
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 9
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 9
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 9
Huber Capital Management LLC 9
Ti-trust, Inc 9
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 9
Tobias Financial Advisors, Inc. 9
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 9
Platte River Wealth Advisors, LLC 9
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 9
Ascent Wealth Partners, LLC 9
Pavion Blue Capital, LLC 9
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 9
Full Sail Capital, LLC 9
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 9
Special Opportunities Fund, Inc. 9
Sovarnum Capital L.p. 9
Financial Life Planners 9
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 9
YANKCOM Partnership 9
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 9
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
Foxby Corp. 9
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 9
Compass Financial Services Inc 9
X-Square Capital, LLC 9
Fort Baker Capital Management LP 9
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 9
HBW Advisory Services LLC 9
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 9
Falcon Edge Capital, LP 9
Sio Capital Management, LLC 9
Asset Planning,Inc 9
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 9
Bulldog Investors, LLP 9
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 9
Skyline Asset Management Lp 9
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 9
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 9
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 9
Advyzon Investment Management, LLC 9
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 9
Eaton Vance Floating-rate Income Trust 9
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 9
Northstar Group, Inc. 9
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 9
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 9
Lgt Capital Partners Ltd. 9
Wealthquest Corp 9
Steadfast Capital Management Lp 9
Centricity Wealth Management, LLC 9
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 9
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 9
Rivernorth Capital Management, Llc 9
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 9
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 9
Lmp Capital & Income Fund Inc. 9
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 9
Chung Wu Investment Group, LLC 9
Eads & Heald Wealth Management 9
Smith Chas P & Associates Pa Cpas 9
Old Dominion Capital Management Inc 9
Alleghany Corp /de 9
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 9
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 9
Botty Investors LLC 9
Rand Wealth, Llc 9
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 9
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 9
Pettee Investors, Inc. 9
Bank OZK 9
Tiedemann Trust Co 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 9
Eaton Financial Holdings Company, LLC 9
Seven Mile Advisory 9
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 9
Bank Of Stockton 9
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 9
Putnam ETF Trust - Putnam ESG Core Bond ETF - 9
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 9
Conquis Financial Llc 9
QV Investors Inc. 9
Barry Investment Advisors, LLC 9
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 9
Clal Insurance Enterprises Holdings Ltd 9
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 9
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 9
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 9
Norris Perne & French Llp/mi 9
Douglas C. Lane & Associates, Inc. 9
Unio Capital LLC 9
United Bank, Inc. 9
JGP Global Gestao de Recursos Ltda. 9
United Bank 9
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 9
New England Investment & Retirement Group, Inc. 9
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 9
C WorldWide Group Holding A/S 9
8 Knots Management, Llc 9
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 9
North American Management Corp 9
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 9
Riverbridge Partners Llc 9
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 9
Left Brain Wealth Management, LLC 9
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 9
Greenland Capital Management LP 9
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 9
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 9
Financial Freedom, LLC 9
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 9
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 9
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 9
Radcliffe Capital Management, L.P. 9
Cercano Management LLC 9
MRP Capital Investments, LLC 9
Oppenheimer Small Cap Value Fund 9
Cardinal Capital Management, Inc. 9
Argonautica Private Wealth Management, Inc 9
BluePath Capital Management, LLC 9
Maple Capital Management, Inc. 9
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 9
RIA Advisory Group LLC 9
B. Riley Financial, Inc. 9
Sprott Inc. 9
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 9
Victory Institutional Funds 9
Security National Bank Of So Dak 9
Goldstein Advisors, LLC 9
Zuckerman Investment Group, LLC 9
Atherton Lane Advisers, Llc 9
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 9
Northern Financial Advisors Inc 9
Eaton Vance Senior Floating Rate Trust 9
Rogco, Lp 9
Jacobs Asset Management, Llc 9
Colrain Capital Llc 9
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 9
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 9
Tradition Asset Management Llc 9
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 9
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 9
Check Capital Management Inc/ca 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 9
Exos TFP Holdings LLC 9
Mengis Capital Management, Inc. 9
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 9
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 9
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 9
Bridger Management, Llc 9
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 9
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 9
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 9
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 9
VELA Funds - VELA Income Opportunities Fund Class A 9
Accuvest Global Advisors 9
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 9
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 9
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 9
Willis Investment Counsel 9
Glaxis Capital Management, LLC 9
One River Asset Management, LLC 9
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 9
Waters Parkerson & Co., Llc 9
ABLE Financial Group, LLC 8
Tourbillon Capital Partners, L.P. 8
HealthCor Management, L.P. 8
Moab Capital Partners LLC 8
Nantahala Capital Management, LLC 8
Roystone Capital Management LP 8
Highline Capital Management, L.p. 8
Camber Capital Management LP 8
Banc Funds Co Llc 8
Tekla Capital Management LLC 8
Platinum Investment Management Ltd 8
Prosight Management, LP 8
Eagle Boston Investment Management Inc 8
Bach Investment Advisors Ltd 8
Appaloosa Management Lp 8
Edgar Lomax Co/va 8
Forbes J M & Co Llp 8
Farr Miller & Washington Llc/dc 8
Private Capital Management Inc 8
Broadview Advisors Llc 8
Stack Financial Management, Inc 8
Chesapeake Asset Management Llc 8
Kayne Anderson Capital Advisors Lp 8
Summitry Llc 8
Alta Capital Management Llc/ 8
Semper Augustus Investments Group Llc 8
Zevin Asset Management Llc 8
Verus Financial Partners, Inc. 8
Orleans Capital Management Corp/la 8
Grandfield & Dodd, Llc 8
A. D. Beadell Investment Counsel, Inc. 8
Schneider Downs Wealth Management Advisors, LP 8
Armstrong Shaw Associates Inc/ct 8
Bridgecreek Investment Management, LLC 8
Novare Capital Management Llc 8
Palisades Hudson Asset Management, L.P. 8
Napier Park Global Capital (US) LP 8
Edmond De Rothschild Asset Management (france) 8
Egerton Capital (UK) LLP 8
Capital Management Corp /va 8
Hendley & Co Inc 8
SeaTown Holdings Pte. Ltd. 8
Eii Capital Management, Inc. 8
Viking Fund Management Llc 8
Blue Chip Partners, Inc. 8
Trust Co Of Oklahoma 8
Argyle Capital Management Inc. 8
Beacon Trust Co 8
Mondrian Investment Partners LTD 8
Sky Investment Group LLC 8
First Dallas Securities Inc. 8
First National Bank of Hutchinson 8
Private Wealth Partners, LLC 8
Goodman Financial Corp 8
Edmp, Inc. 8
First National Bank & Trust Co Of Newtown 8
Selz Capital LLC 8
Eagle Ridge Investment Management 8
Delta Capital Management Llc 8
Nicolet Bankshares Inc 8
Lafitte Capital Management LP 8
Analyst IMS Investment Management Services Ltd. 8
united american securities inc. (d/b/a uas asset management) 8
Findlay Park Partners LLP 8
Evanston Investments, Inc., dba Evanston Advisors 8
CG Asset Management LLC 8
Alambic Investment Management, L.P. 8
Inverness Counsel Llc /ny/ 8
Financial Sense Advisors, Inc. 8
JCIC Asset Management Inc. 8
DORCHESTER WEALTH MANAGEMENT Co 8
New Century Investment Management, Inc 8
Portfolio Solutions, LLC 8
Stewart & Patten Co Llc 8
Lincoln Capital LLC 8
Van Cleef Asset Management,Inc 8
Merriman Wealth Management, LLC 8
Gallagher Fiduciary Advisors, LLC 8
DSAM Partners (London) Ltd 8
Central Securities Corp 8
Emerson Investment Management, Llc 8
Ycg, Llc 8
Westbourne Investment Advisors, Inc. 8
Tiemann Investment Advisors, Llc 8
Accredited Investors Inc. 8
Fagan Associates, Inc. 8
Mirador Capital Partners LP 8
Cape Cod Five Cents Savings Bank 8
Iguana Healthcare Management, LLC 8
RWC Asset Management LLP 8
Tetrem Capital Management Ltd. 8
Harvard Management Co Inc 8
Centerbridge Partners, L.P. 8
InterOcean Capital, LLC 8
Acuity Investment Management Inc 8
Summit Street Capital Management, LLC 8
Stone Toro Investment Advisers, LP 8
Jamison Eaton & Wood Inc /nj 8
Harvey Investment Co Llc 8
Kleinwort Benson Investors Dublin Ltd 8
Monarch Capital Management Inc/ 8
Schwerin Boyle Capital Management Inc 8
Ashburton (Jersey) Ltd 8
Paradigm Financial Advisors, LLC 8
Brightworth 8
Strategic Financial Services, Inc, 8
Adams Hall Wealth Advisors, LLC 8
Warberg Asset Management LLC 8
Gratia Capital, Llc 8
Chesapeake Partners Management Co Inc/md 8
Cooper Creek Partners Management Llc 8
Blue Jay Capital Management, Llc 8
Citizens & Northern Corp 8
Flippin Bruce & Porter Inc 8
Motley Fool Wealth Management, LLC 8
Orbis Investment Management (U.S.), LLC 8
Lgl Partners, Llc 8
Lumina Fund Management LLC 8
Centaur Capital Partners, L.P. 8
Steamboat Capital Partners, LLC 8
Hall Kathryn A. 8
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8
Numina Capital Management, LLC 8
Symmetry Peak Management Llc 8
Carleon Capital Partners LLC 8
Cornerstone Capital, Inc. 8
Gardner Russo & Quinn Llc 8
Birch Hill Investment Advisors LLC 8
Deimos Asset Management LLC 8
Semper Trust Co. 8
Andromeda Capital LLC 8
Hosking & Co Ltd 8
Alpine Partners USVI, LLC 8
Probity Advisors, Inc. 8
Day & Ennis, LLC 8
Quad Capital Management Advisors LLC 8
Aveo Capital Partners, LLC 8
Tavio Capital LLC 8
Amtrust Financial Services, Inc. 8
City Financial Investment Co Ltd 8
CAMG Solamere Management, LLC 8
Infrastructure Capital Advisors, Llc 8
Ursa Fund Management, LLC 8
Baltimore Capital Management, Inc 8
Mitsubishi UFJ Asset Management (UK) Ltd. 8
Providence First Trust Co 8
Beaton Management Co. Inc. 8
Vista Private Wealth Partners. LLC 8
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 8
Quadrant Private Wealth Management, LLC 8
Multi-strategy Growth & Income Fund 8
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 8
Gabelli Global Small & Mid Cap Value Trust 8
Nuveen Global High Income Fund 8
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 8
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 8
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 8
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 8
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 8
Pcm Fund, Inc. 8
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 8
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 8
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 8
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 8
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 8
Jnl Strategic Income Fund Llc 8
John Hancock Financial Opportunities Fund 8
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 8
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 8
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 8
Prudential Short Duration High Yield Fund, Inc. 8
Mfs Government Markets Income Trust 8
Sentinel Variable Products Trust 8
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 8
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 8
First Trust High Income Long/short Fund 8
Advent Claymore Convertible Securities & Income Fund Ii 8
Eaton Vance Short Duration Diversified Income Fund 8
Oppenheimer Main Street Small Cap Fund 8
Aberdeen Global Income Fund Inc 8
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 8
Rivernorth Opportunities Fund, Inc. 8
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 8
Bmc Fund Inc 8
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 8
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 8
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 8
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 8
Psg Capital Management Trust 8
Marketocracy Funds 8
Virtus Total Return Fund 8
Winton Series Trust 8
Blackrock Cori Funds 8
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 8
Sanctuary Wealth Management, L.L.C. 8
Castle Rock Wealth Management, LLC 8
Murphy, Middleton, Hinkle & Parker, Inc. 8
Ai Financial Services Llc 8
Eversept Partners, LP 8
Congress Park Capital LLC 8
Red Cedar Capital, LLC 8
Diameter Capital Partners LP 8
Altman Advisors, Inc. 8
Slow Capital, Inc. 8
Windsor Group LTD 8
Nicola Wealth Management Ltd. 8
Locust Wood Capital Advisers, Llc 8
Old Port Advisors 8
SPX Equities Gestao de Recursos Ltda 8
Eukles Asset Management 8
Brooks, Moore & Associates, Inc. 8
CRA Financial Services, LLC 8
VeraBank, N.A. 8
ERTS Wealth Advisors, LLC 8
Abundance Wealth Counselors 8
Campbell Wealth Management 8
New World Advisors LLC 8
Fulcrum Equity Management 8
KG&L Capital Management,LLC 8
Hi-Line Capital Management, LLC 8
Rothschild & Co Wealth Management UK Ltd 8
Corsair Opportunity Fund 8
Transamerica Income Shares, Inc. 8
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 8
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 8
Jnl Series Trust - Jnl/wmc Value Fund (a) 8
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 8
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 8
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 8
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 8
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 8
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 8
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 8
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 8
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 8
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 8
Advanced Series Trust - Ast Mid-cap Growth Portfolio 8
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 8
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 8
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 8
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 8
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 8
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 8
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 8
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 8
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 8
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 8
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 8
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 8
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 8
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 8
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 8
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 8
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 8
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 8
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 8
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 8
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 8
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 8
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 8
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 8
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 8
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 8
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 8
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 8
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 8
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 8
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 8
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 8
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 8
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 8
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 8
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 8
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 8
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 8
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 8
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 8
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 8
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 8
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 8
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 8
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 8
PENN SERIES FUNDS INC - Large Growth Stock Fund 8
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 8
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 8
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 8
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 8
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 8
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 8
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 8
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 8
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 8
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 8
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 8
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 8
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 8
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 8
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 8
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 8
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 8
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 8
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 8
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 8
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 8
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 8
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 8
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 8
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 8
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 8
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 8
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 8
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 8
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 8
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 8
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 8
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 8
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 8
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 8
OHIO NATIONAL FUND INC - ON Bond Portfolio 8
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 8
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 8
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 8
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 8
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 8
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 8
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 8
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 8
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 8
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 8
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 8
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 8
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 8
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 8
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 8
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 8
DVY - iSHARES TRUST - iShares Select Dividend ETF 8
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 8
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 8
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 8
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 8
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 8
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 8
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 8
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 8
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 8
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 8
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 8
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 8
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 8
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 8
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 8
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 8
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 8
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 8
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 8
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 8
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 8
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 8
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 8
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 8
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 8
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 8
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 8
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 8
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 8
Relyea Zuckerberg Hanson LLC 8
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 8
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 8
Compass Ion Advisors, LLC 8
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 8
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio 8
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 8
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 8
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 8
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 8
CXI Advisors 8
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 8
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 8
MRGR - PROSHARES TRUST - ProShares Merger ETF 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 8
GMICX - GMO TRUST - GMO International Equity Fund Class II 8
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 8
BKF - iShares, Inc. - iShares MSCI BRIC ETF 8
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 8
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 8
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 8
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 8
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 8
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 8
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 8
LifeSteps Financial, Inc. 8
Meadow Creek Wealth Advisors Llc 8
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 8
Alhambra Investment Partners LLC 8
AMJ Financial Wealth Management 8
Madison Wealth Management 8
Corbett Road Capital Management, Llc 8
Austin Private Wealth, LLC 8
Integral Health Asset Management, LLC 8
Magnolia Capital Management Ltd 8
CWS Financial Advisors, LLC 8
Asio Capital, LLC 8
Fiduciary Planning LLC 8
Heron Financial Group, Llc 8
Mission Creek Capital Partners, Inc. 8
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 8
Davidson Capital Management Inc. 8
Capstone Financial Group, Inc. 8
Silver Bridge Capital Management LLC 8
Graham & Dodd Fund, Llc 8
Veracity Capital LLC 8
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 8
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 8
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 8
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 8
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 8
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 8
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 8
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 8
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 8
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 8
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 8
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 8
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 8
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 8
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 8
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 8
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 8
Intelligence Driven Advisers, LLC 8
Scotia Asset Management L.P. 8
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 8
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 8
StellarOne CORP 8
Winchester Group Inc. 8
Traxis Partners Lp 8
Roc Capital Management, L.P. 8
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 8
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 8
Truadvice, LLC 8
First Western Trust Bank 8
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 8
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
Axiom Financial Strategies, LLC 8
Kinloch Capital, LLC 8
Golden Green, Inc. 8
Legal Advantage Investments, Inc. 8
Samson Rock Capital LLP 8
CM Management, LLC 8
Phoenix Wealth Advisors 8
Liontrust Investment Partners LLP 8
Renasant Bank 8
Harbor Financial Services, Llc 8
Greystone Financial Group, LLC 8
Cadent Capital Advisors, LLC 8
Sax Wealth Advisors, Llc 8
Oxler Private Wealth LLC 8
New York Life Investments Alternatives 8
140 Summer Partners LP 8
Waterfront Wealth Inc. 8
Hudson Value Partners, LLC 8
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 8
Sheets Smith Investment Management 8
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 8
Defined Wealth Management, Llc 8
Lorne Steinberg Wealth Management Inc. 8
Valley Brook Capital Group, Inc. 8
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 8
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 8
Quantitative Value Technologies, Llc 8
Fi3 FINANCIAL ADVISORS, LLC 8
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 8
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 8
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 8
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 8
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 8
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 8
Marathon Asset Mgmt Ltd 8
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 8
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 8
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 8
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 8
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 8
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 8
EVNT - AltShares Trust - AltShares Event-Driven ETF 8
Virginia Wealth Management Group, Inc. 8
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 8
Andrew Hill Investment Advisors, Inc. 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 8
Yarbrough Capital, LLC 8
Scissortail Wealth Management, LLC 8
Cross Staff Investments Inc 8
NEIRG Wealth Management, LLC 8
Wealth Effects Llc 8
Next Level Private LLC 8
Castle Financial & Retirement Planning Associates, Inc. 8
Delta Accumulation, LLC 8
Skaana Management L.P. 8
Mill Capital Management, LLC 8
Intelligent Financial Strategies 8
Kraematon Investment Advisors, Inc 8
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 8
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 8
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 8
Investmark Advisory Group LLC 8
Country Club Bank /gfn 8
Mechanics Financial Corp 8
Athena Investment Management 8
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 8
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 8
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 8
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 8
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 8
Altrius Capital Management Inc 8
WCG Wealth Advisors LLC 8
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 8
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 8
Beaumont Financial Advisors, LLC 8
Verum Partners LLC 8
Chapin Davis, Inc. 8
Commonwealth Retirement Investments LLC 8
XY Capital Ltd 8
Ethos Financial Group, LLC 8
Delta Financial Group, Inc. 8
Mosaic Family Wealth Partners, Llc 8
LMG Wealth Partners, LLC 8
Davis Investment Partners, LLC 8
AlphaQ Advisors LLC 8
Lakewood Asset Management LLC 8
Prostatis Group LLC 8
Tilt Investment Management Holdings, PBC 8
DIP - ETF Series Solutions - BTD Capital Fund 8
Canoe Financial LP 8
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 8
Hibernia Wealth Partners, LLC 8
Slocum, Gordon & Co LLP 8
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 8
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 8
Revisor Wealth Management LLC 8
Cedrus LLC 8
Lewis Asset Management, LLC 8
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 8
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 8
Tyche Wealth Partners LLC 8
Significant Wealth Partners LLC 8
Semanteon Capital Management, LP 8
Advantage Trust Co 8
OMNI 360 Wealth, Inc. 8
Portfolio Design Labs, LLC 8
Gold Investment Management Ltd. 8
FCG Investment Co 8
English Capital Management Llc 8
Canopy Partners, LLC 8
Clarity Asset Management, Inc. 8
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 8
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 8
Transcendent Capital Group LLC 8
Accordant Advisory Group Inc 8
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 8
Fiduciary Family Office, Llc 8
International Private Wealth Advisors LLC 8
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 8
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 8
Kings Path Partners LLC 8
Chris Bulman Inc 8
CHB Investment Group, LLC 8
Axecap Investments, LLC 8
Convergence Financial, LLC 8
Elyxium Wealth, LLC 8
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 8
SMART Wealth LLC 8
Eq Wealth Advisors, Llc 8
Hager Investment Management Services, Llc 8
Roxbury Financial LLC 8
Capital & Planning, Llc 8
Hopwood Financial Services, Inc. 8
Generali Investments, Management Co LLC 8
Credit Industriel Et Commercial 8
Alteri Wealth LLC 8
LeClair Wealth Partners LLC 8
Minot DeBlois Advisors LLC 8
Texas Bank & Trust Co 8
Parvin Asset Management, LLC 8
City National Bank Of Florida /msd 8
Pinney & Scofield, Inc. 8
Putney Financial Group LLC 8
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 8
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 8
Copia Wealth Management 8
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 8
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 8
AGH Wealth Advisors, LLC 8
Tounjian Advisory Partners, Llc 8
TOWER TRUST & INVESTMENT Co 8
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 8
Birchbrook, Inc. 8
Harbor Asset Planning, Inc. 8
Gibbs Wealth Management 8
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 8
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 8
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 7
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 7
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 7
Kays Financial Advisory Corp /adv 7
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 7
Gabelli Healthcare & Wellnessrx Trust 7
SIH Partners, LLLP 7
Benedict Financial Advisors Inc 7
Foster Victor Wealth Advisors, LLC 7
Madison Avenue Partners, LP 7
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 7
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 7
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 7
Avantra Family Wealth, Inc. 7
Iron Triangle Partners LP 7
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 7
Bedell Frazier Investment Counseling, LLC 7
Gruss Capital Management LP 7
Shepherd Financial Partners LLC 7
Northstar Asset Management Llc 7
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 7
Bares Capital Management, Inc. 7
Burkett Financial Services, Llc 7
Everett Capital Advisors UK LLP 7
Element Pointe Advisors, Llc 7
Harrell Investment Partners, Llc 7
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 7
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 7
Nokota Management, LP 7
Sarver Vrooman Wealth Advisors 7
Fortaleza Asset Management Inc/ 7
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 7
Veritas Investment Partners (UK) Ltd. 7
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 7
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 7
Akre Capital Management Llc 7
Braver Wealth Management, LLC 7
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 7
Hound Partners, LLC 7
Altalis Capital Management LLC 7
Ayalon Holdings Ltd. 7
Westmount Partners, LLC 7
Voya Asia Pacific High Dividend Equity Income Fund 7
BlackRock ETF Trust - BlackRock Large Cap Core ETF 7
Sterling Global Strategies LLC 7
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 7
Arcadia Investment Advisors Llc 7
Scepter Holdings, Inc. 7
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 7
SWAN Capital LLC 7
Davidson Trust Co 7
LaSalle St. Investment Advisors, LLC 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
Investment Research & Advisory Group, Inc. 7
ICFSX - ICON FUNDS - ICON Financial Fund Class S 7
Kamunting Street Capital Management, L.P. 7
Copley Financial Group, Inc. 7
Persistent Asset Partners Ltd 7
Eos Management, L.P. 7
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 7
Beacon Pointe Wealth Advisors, Llc 7
Vantage Investment Partners, LLC 7
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 7
Cyrus Capital Partners, L.p. 7
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 7
New Potomac Partners, LLC 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
Moss Adams Wealth Advisors LLC 7
Alesco Advisors Llc 7
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 7
Nbw Capital Llc 7
D.B. Root & Company, LLC 7
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 7
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 7
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 7
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 7
Sand Grove Capital Management LLP 7
Crawford Lake Capital Management, LLC 7
Tactive Advisors, LLC 7
HSBC FUNDS - HSBC High Yield Fund Class A 7
Regal Wealth Group, Inc. 7
Silicon Hills Wealth Management, LLC 7
Orbis Holdings Ltd 7
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 7
TOWER TRUST Co 7
Belmont Capital, LLC 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 7
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 7
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 7
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 7
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 7
New South Capital Management Inc 7
Founders Capital Management, Llc 7
Blackston Financial Advisory Group, LLC 7
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 7
Afton Capital Management Llc 7
Advanced Asset Management Advisors Inc 7
Sigma Capital Management Llc 7
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 7
Paragon Capital Management LLC 7
Sage Capital Advisors,llc 7
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 7
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 7
Investment House Llc 7
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 7
ForthRight Wealth Management, LLC 7
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 7
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 7
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 7
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 7
Ironwood Investment Management Llc 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 7
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 7
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 7
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 7
Greenwich Investment Management, Inc. 7
Lokken Investment Group LLC 7
Morgens Waterfall Vintiadis & Co Inc 7
Insight Inv LLC 7
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 7
Midland Wealth Advisors Llc 7
Triad Financial Advisors, Inc. 7
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 7
Lockerman Financial Group, Inc. 7
Cooper/haims Advisors, Llc 7
National Investment Services Inc /wi 7
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 7
Valentine Capital Asset Management, Inc. 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 7
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 7
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 7
10Elms LLP 7
Capstone Financial Advisors, Inc. 7
Steel Canyon Capital, LLC 7
Dupree Financial Group, LLC 7
TORYX - Torray Fund - The Torray Fund Torray Fund 7
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 7
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 7
Cider Mill Investments LP 7
Grandeur Peak Global Advisors, LLC 7
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 7
Lindenwold Advisors 7
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 7
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 7
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 7
NS Partners Ltd 7
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 7
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 7
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 7
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 7
Pier Capital, LLC 7
Dravo Bay Llc 7
Melqart Asset Management (uk) Ltd 7
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 7
Polygon Management Ltd. 7
B, B, H, & B Inc. 7
Wealth Management Associates, Inc. 7
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 7
Elk Creek Partners, LLC 7
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 7
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 7
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 7
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 7
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 7
Sutton Place Investors Llc 7
IFS Advisors, LLC 7
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 7
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 7
IYVAX - IVY FUNDS - Ivy Value Fund Class A 7
Rr Partners Lp 7
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 7
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 7
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 7
Cardiff Park Advisors, Llc 7
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 7
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 7
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 7
Carr Financial Group Corp 7
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 7
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 7
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 7
Independent Wealth Network Inc. 7
Westwood Management Corp /il/ 7
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 7
Summit Asset Management, LLC 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
Hudson Valley Investment Advisors Inc /adv 7
Leith Wheeler Investment Counsel Ltd. 7
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 7
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 7
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 7
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 7
Argus Investors' Counsel, Inc. 7
HealthInvest Partners AB 7
Sunnymeath Asset Management, Inc. 7
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 7
Caliber Wealth Management, LLC / KS 7
Cabot Wealth Management Inc 7
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 7
Spouting Rock Asset Management, LLC 7
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 7
Fluent Financial, LLC 7
Oppenheimer Main Street Funds 7
von Borstel & Associates, Inc. 7
Curbstone Financial Management Corp 7
VGI Partners Ltd 7
Peterson Wealth Services 7
BlackRock ETF Trust - BlackRock Future Health ETF 7
Goodman Advisory Group, LLC 7
VELA Funds - VELA Large Cap 130/30 Fund Class I 7
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 7
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 7
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 7
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 7
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 7
Am Investment Strategies Llc 7
South Plains Financial, Inc. 7
Long Pond Capital, LP 7
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 7
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 7
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 7
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 7
Luminus Management Llc 7
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 7
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 7
Cascadia Advisory Services, LLC 7
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 7
Winthrop Advisory Group LLC 7
JTC Employer Solutions Trusteee Ltd 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 7
Sandia Investment Management LP 7
Balter Liquid Alternatives, LLC 7
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 7
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 7
Granite Bay Wealth Management, LLC 7
Paragon Capital Management Inc 7
Oak Family Advisors, Llc 7
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 7
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 7
SageGuard Financial Group, LLC 7
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 7
Private Capital Management, LLC 7
Grassi Investment Management 7
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 7
Core Wealth Partners LLC 7
Connors Investor Services Inc 7
Brown Financial Advisors 7
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 7
American Asset Management Inc. 7
Hartford Funds Management Co LLC 7
Wells Fargo Utilities & High Income Fund 7
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 7
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 7
Silver Lake Advisory, LLC 7
Aspen Investment Management Inc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 7
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 7
Heritage Oak Wealth Advisors Llc 7
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 7
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 7
Tower Square Investment Management, Llc 7
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 7
Carl Domino Inc 7
Dover Advisors, Llc 7
Requisite Capital Management, LLC 7
Gateway Advisory, LLC 7
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 7
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 7
Granite FO LLC 7
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 7
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 7
Hudson Portfolio Management LLC 7
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 7
Fintrust Investment Advisory Services, Llc 7
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 7
Oak Harbor Wealth Partners, Llc 7
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 7
Sweet Financial Partners, LLC 7
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 7
Sadoff Investment Management Llc 7
Tufton Capital Management 7
Norman Fields, Gottscho Capital Management, LLC 7
Octavia Wealth Advisors, LLC 7
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 7
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 7
FreeGulliver LLC 7
John Hancock Tax-advantaged Global Shareholder Yield Fund 7
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 7
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 7
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 7
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 7
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 7
Advent/claymore Enhanced Growth & Income Fund 7
AGF Investments America Inc. 7
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 7
AMG Funds LLC 7
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 7
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 7
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 7
Houlihan Financial Resource Group, Ltd. 7
Henderson Global Funds 7
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 7
Parr Mcknight Wealth Management Group, Llc 7
Highland Private Wealth Management 7
Three Peaks Capital Management, LLC 7
Arvest Trust Co N A 7
Oppenheimer Main Street All Cap Fund 7
GraniteShares Advisors LLC 7
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 7
Claudia M.p. Batlle, Crp (r) Llc 7
Richwood Investment Advisors, LLC 7
Profit Investment Management, LLC 7
CacheTech Inc. 7
Palisades Investment Partners, LLC 7
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 7
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 7
Allen Capital Group, LLC 7
Tax-managed Global Small-cap Portfolio 7
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 7
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 7
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 7
Rinkey Investments 7
Sapphire Star Partners LP 7
Asset Allocation & Management Company, LLC 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 7
Kirr Marbach & Co Llc /in/ 7
iAB Financial Bank 7
Torno Capital, Llc 7
Hoplite Capital Management, L.p. 7
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 7
Fullcircle Wealth Llc 7
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 7
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 7
Bft Financial Group, Llc 7
Uniplan Investment Counsel, Inc. 7
Lagoda Investment Management, L.P. 7
Veritas Investment Management LLP 7
GDS Wealth Management 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 7
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 7
Marathon Capital Management 7
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 7
Deer Park Road Corp 7
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 7
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 7
Bdf-gestion 7
Saratoga Research & Investment Management 7
Robotti Robert 7
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 7
Alpha Family Trust 7
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 7
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 7
Bain Capital Public Equity, LP 7
Stilwell Joseph 7
Elkhorn Partners Limited Partnership 7
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 7
Bernard Wealth Management Corp. 7
Rokos Capital Management LLP 7
Baupost Group Llc/ma 7
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 7
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 7
Camden National Bank 7
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 7
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 7
FirstPurpose Wealth LLC 7
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 7
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 7
GoodHaven Capital Management, LLC 7
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 7
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 7
Stillwater Capital Advisors, LLC 7
Tradewinds, LLC. 7
Paradigm, Strategies in Wealth Management, LLC 7
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 7
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 7
Espalier Global Management LLC 7
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 7
Nippon Life Global Investors Americas, Inc. 7
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 7
Morton Community Bank 7
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 7
Monticello Wealth Management, Llc 7
Aquire Wealth Advisors, LLC 7
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 7
Nuveen Credit Strategies Income Fund 7
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 7
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 7
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 7
VAMGX - VALIC Co II - Mid Cap Growth Fund 7
Kazazian Asset Management, LLC 7
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 7
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 7
Bank Of Edwardsville 7
Roberts Glore & Co Inc /il/ 7
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 7
Saddle Road Partners, LLC 7
Bank Pictet & Cie (asia) Ltd 7
Keane Capital Management Inc 7
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 7
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 7
NOIGX - Northern Funds - Northern International Equity Fund 7
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 7
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 7
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
Wells Fargo Income Opportunities Fund 7
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 7
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 7
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 7
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 7
Stonebridge Capital Management Inc 7
Rudman Errol M 7
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 7
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 7
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 7
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 7
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 7
Vista Investment Partners Llc 7
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 7
TCW ETF Trust - TCW Corporate Bond ETF 7
Financial Network Wealth Management LLC 7
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 7
Alan B. Lancz & Associates, Inc. 7
Hatteras Funds, LLC 7
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 7
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 7
Access Investment Management LLC 7
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 7
Symons Capital Management Inc 7
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 7
Lederer & Associates Investment Counsel/ca 7
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 7
Foyston, Gordon, & Payne Inc 7
Vilas Fund, Lp 7
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 7
GenTrust, LLC 7
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 7
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 7
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 7
Columbus Macro, LLC 7
Trajan Wealth LLC 7
Passumpsic Savings Bank 7
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 7
MISEX - Midas Series Trust - Midas Magic 7
Marque Millennium Capital Management Lcc 7
Sector Gamma As 7
Jackson Square Partners, LLC 7
Stiles Financial Services Inc 7
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 7
Rockport Wealth LLC 7
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 7
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 7
Elevated Capital Advisors, LLC 7
Eisler Capital (US) LLC 7
Cedar Capital, Llc 7
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 7
Lighthouse Financial Advisors, Inc. 7
Gratus Wealth Advisors, LLC 7
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 7
Taylor Asset Management Inc 7
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 7
RQSI Ltd 7
Guardian Partners Inc. 7
Fragasso Group Inc. 7
Grand Jean Capital Management Inc 7
JGP Wealth Management, LLC 7
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 7
RB Capital Management, LLC 7
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 7
Minot Wealth Management LLC 7
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 7
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 7
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 7
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 7
Mount Vernon Associates Inc /md/ 7
Mubadala Investment Co PJSC 7
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 7
Evergreen Wealth Solutions, LLC 7
Sumitomo Mitsui Financial Group, Inc. 7
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 7
Pullen Investment Management, LLC 7
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 7
Quadrature Capital LLP 7
Graybill Bartz & Assoc Ltd 7
REDWX - Aspiration Funds - Aspiration Redwood Fund 7
H. L. Ormond & Company, LLC 7
G2 Capital Management, Llc / Oh 7
Marshall Investment Management, Llc 7
Profunds - Profund Vp Banks 7
Atlantic Private Wealth, LLC 7
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 7
Spectrum Asset Management, Inc. (NB/CA) 7
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 7
Davis Asset Management, L.P. 7
Evernest Financial Advisors, LLC 7
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 7
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 7
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 7
Northcape Wealth Management, Llc 7
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 7
Steward Partners Investment Solutions, Llc 7
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 7
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 7
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 7
Kesler, Norman & Wride, LLC 7
MSD Partners, L.P. 7
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 7
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 7
Blackrock Health Sciences Trust 7
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 7
Turner Funds 7
Greystone Managed Investments Inc. 7
Rezny Wealth Management, Inc. 7
Sarasin & Partners LLP 7
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 7
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 7
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 7
Guidance Capital, Inc 7
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 7
Tt International 7
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 7
IDV - iSHARES TRUST - iShares International Select Dividend ETF 7
Abc Arbitrage Sa 7
PUREfi Wealth, LLC 7
StrategIQ Financial Group, LLC 7
Nuveen High Income 2020 Target Term Fund 7
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 7
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 7
GKV Capital Management Co., Inc. 7
Duncan Williams Asset Management, LLC 7
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 7
Sentinus, LLC 7
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 7
Swift Run Capital Management, LLC 7
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 7
EdgePoint Investment Group Inc. 7
Schaper Benz & Wise Investment Counsel Inc/wi 7
Marshfield Associates 7
Gabelli Go Anywhere Trust 7
Toscafund Asset Management LLP 7
CFC Planning Co LLC 7
Addison Capital Co 7
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 7
Bingham Osborn & Scarborough Llc 7
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 7
Elm Ridge Management, LLC 7
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 7
Napatree Capital Llc 7
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 7
Tyrus Capital S.A.M. 7
Klein Pavlis & Peasley Financial, Inc. 7
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 7
Livelsberger Financial Advisory 7
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 7
SBB Research Group LLC 7
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 7
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 7
Lcnb Corp 7
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 7
Ritter Daniher Financial Advisory, Llc 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 7
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 7
Whalen Wealth Management Inc. 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 7
Runnymede Capital Advisors, Inc. 7
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 7
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 7
Leonard Capital Management, Inc 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 7
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 7
Allegiance Financial Group Advisory Services LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
Ntv Asset Management Llc 7
Meixler Investment Management, Ltd. 7
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 7
St. James Investment Company, LLC 7
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 7
Nearwater Capital Markets, Ltd 7
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 7
Comprehensive Financial Planning, Inc./PA 7
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 7
ULTRA SERIES FUND - Mid Cap Fund Class I 7
Fs Multi-alternative Income Fund 7
Tygh Capital Management, Inc. 7
Corsicana & Co. 7
New Republic Capital, LLC 7
Ashfield Capital Partners, LLC 7
Franklin Mutual Advisers Llc 7
Davidson & Garrard Inc 7
Matrix Private Capital Group Llc 7
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 7
VAVAX - VALIC Co I - Value Fund 7
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 7
American National Bank & Trust Co /va/ 7
Windsor Financial Group Llc 7
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 7
Fairvoy Private Wealth, LLC 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
Fbl Investment Management Services Inc/ia 7
Mason & Associates Inc 7
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 7
Simmons First Trust Co Na 7
Balboa Wealth Partners 7
Abbot Financial Management, Inc. 7
Silverlake Wealth Management Llc 7
VCHSX - VALIC Co I - Health Sciences Fund 7
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 7
EMPIX - Investment Managers Series Trust II - The Ambassador Fund 7
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 7
Chemung Canal Trust Co 7
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 7
VCCEX - VALIC Co I - Core Equity Fund 7
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 7
Stilwell Value LLC 7
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 7
Force Capital Management LLC 7
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 7
Tiff Advisory Services Inc 7
Blue Granite Capital, LLC 7
GFFIX - Gator Series Trust - Gator Financial Fund 7
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 7
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 7
Myriad Asset Management Ltd. 7
Summit Wealth & Retirement Planning, Inc. 7
EDENTREE ASSET MANAGEMENT Ltd 7
Western Financial Corp/CA 7
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 7
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 7
1248 Management, LLC 7
Abel Hall, LLC 7
Blue Square Asset Management, Llc 7
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 7
Wealth Advisors of Tampa Bay, LLC 7
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 7
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 7
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 7
Large-cap Value Portfolio 7
Simplify Asset Management Inc. 7
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 7
BIP Wealth, LLC 7
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 7
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 7
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 7
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 7
Ellsworth Growth & Income Fund Ltd 7
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 7
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 7
Nuveen Equity Premium Advantage Fund 7
TPG Financial Advisors, LLC 7
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7
AYAL Capital Advisors Ltd 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 7
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 7
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 7
Seven Grand Managers, Llc 7
Sunpointe, LLC 7
Copernicus Capital Management, Llc 7
RK Asset Management, LLC 7
Martin Currie Ltd 7
Burford Brothers, Inc. 7
Bruni J V & Co /co 7
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
West Chester Capital Advisors, Inc 7
Dividend Builder Portfolio 7
Stableford Capital Ii Llc 7
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 7
Equity Investment Corp 7
Cadinha & Co Llc 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Ami Investment Management Inc 7
Stearns Financial Services Group 7
WP Advisors, LLC 7
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 7
United Advisor Group, LLC 7
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 7
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 7
Measured Risk Portfolios, Inc. 7
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 7
Connacht Asset Management LP 7
First Financial Bankshares Inc 7
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
HOVLX - HOMESTEAD FUNDS INC - Value Fund 6
HNASX - HOMESTEAD FUNDS INC - Growth Fund 6
Keynote Financial Services Llc 6
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 6
Marsico Capital Management Llc 6
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 6
Hutchinson Capital Management/ca 6
Alexander Labrunerie & Co., Inc. 6
FOURPOINTS Investment Managers, S.A.S. 6
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 6
GRATRY & Co LLC 6
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 6
China Fund Inc 6
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 6
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 6
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 6
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 6
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 6
Clear Point Advisors Inc. 6
Weaver Capital Management LLC 6
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 6
MSF Capital, LLC 6
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 6
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 6
Rice Hall James & Associates, Llc 6
Traphagen Investment Advisors Llc 6
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 6
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 6
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 6
Nottingham Advisors, Inc. 6
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 6
Onyx Bridge Wealth Group LLC 6
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 6
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 6
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 6
Cascade Financial Partners, LLC 6
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 6
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 6
Cloverfields Capital Group, Lp 6
Harvest Capital Management Inc 6
Independence Trust CO 6
Capital Counsel Llc/ny 6
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 6
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 6
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 6
Councilmark Asset Management, LLC 6
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 6
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 6
Profunds - Profund Vp Health Care 6
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 6
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 6
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 6
Roffman Miller Associates Inc /pa/ 6
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 6
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 6
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 6
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 6
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 6
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 6
Majedie Asset Management Ltd 6
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 6
Privium Fund Management B.V. 6
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 6
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 6
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 6
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 6
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 6
MVEBX - Capitol Series Trust - Meritage Value Equity Fund Institutional Shares 6
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 6
Aquila Investment Management LLC 6
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 6
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 6
Blackhill Capital Inc 6
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 6
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 6
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 6
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 6
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 6
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 6
Castellan Group, LLC 6
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 6
Papp L Roy & Associates 6
Permanens Capital L.P. 6
Troluce Capital Advisors LLC 6
Pioneer High Income Trust 6
Birinyi Associates Inc 6
Condor Capital Management 6
Warther Private Wealth, LLC 6
AA Financial Advisors, LLC 6
Stelliam Investment Management, Lp 6
Towle & Co 6
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 6
Chickasaw Capital Management Llc 6
RXL - PROSHARES TRUST - ProShares Ultra Health Care 6
ABN AMRO Bank N.V. 6
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 6
Wilkins Investment Counsel Inc 6
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 6
Board of Trustees of The Leland Stanford Junior University 6
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 6
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 6
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 6
Rothschild Capital Partners, LLC 6
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 6
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 6
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 6
Clarus Group, Inc. 6
Pratt Collard Advisory Partners LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 6
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 6
Pt Asset Management, Llc 6
VELA Funds - VELA Short Duration Fund - Class A 6
May Hill Capital, LLC 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 6
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 6
Boyar Asset Management Inc. 6
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 6
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 6
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 6
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 6
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 6
Tekla Healthcare Investors 6
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 6
Hirzel Capital Management LLC 6
Gillespie Robinson & Grimm Inc 6
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 6
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 6
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 6
Archer Capital Management, L.P. 6
Schwarz Dygos Wheeler Investment Advisors Llc 6
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 6
Sovereign Financial Group, Inc. 6
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 6
West Coast Financial LLC 6
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 6
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 6
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 6
Ratan Capital Management LP 6
Schear Investment Advisers, LLC 6
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 6
Naya Capital Management Uk Ltd 6
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 6
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 6
Tidal ETF Trust - Newday Sustainable Development Equity ETF 6
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 6
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 6
Agp Franklin, Llc 6
Matrix Asset Advisors Inc/ny 6
Vima Llc 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 6
Sandhill Capital Partners LLC 6
Robertson Opportunity Capital, LLC 6
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 6
Twin Securities, Inc. 6
Sterling Capital Variable Insurance Funds 6
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 6
Clayton Financial Group LLC 6
Seed Wealth Management, Inc. 6
Lummis Asset Management, LP 6
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 6
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 6
Noesis Capital Mangement Corp 6
Bcm Advisors, Llc 6
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 6
Battery Global Advisors, LLC 6
Karani Asset Management LLC 6
Finance Co Of Pennsylvania 6
Wellington Wealth Strategies, LLC. 6
PayPay Securities Corp 6
ARS Wealth Advisors Group, LLC 6
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 6
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 6
Epacria Capital Partners, Llc 6
Milestone Asset Management, Llc 6
Peak Asset Management, LLC 6
Sava Infond d.o.o. 6
Northstar Asset Management Inc 6
Summit Partners Public Asset Management, Llc 6
Henrickson Nauta Wealth Advisors, Inc. 6
Svenska Handelsbanken AB (publ) 6
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 6
Beacon Investment Advisors Llc 6
Keeler THomas Management LLC 6
NSI Retail Advisors, LLC 6
Delta Financial Advisors Llc 6
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 6
Kovitz Investment Group, LLC 6
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 6
Dynamic Wealth Strategies, LLC 6
AAFMAA Wealth Management & Trust LLC 6
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
EnRich Financial Partners LLC 6
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 6
Wealthedge Investment Advisors, Llc 6
BHK Investment Advisors, LLC 6
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 6
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 6
Maren Capital LLC 6
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 6
Monterey Private Wealth, Inc. 6
Hobart Private Capital, LLC 6
Tanglewood Legacy Advisors, LLC 6
Paralel Advisors LLC 6
Peloton Wealth Strategists 6
Marathon Asset Management Lp 6
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 6
Viawealth, Llc 6
Stablepoint Partners, LLC 6
Davlin Philanthropic Funds 6
Boyle Capital Management, LLC 6
TRANSAMERICA FUNDS - Transamerica Total Return I2 6
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 6
BayBridge Capital Group, LLC 6
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class 6
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 6
Strategic Capital Alternatives LLC 6
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 6
Longbow Finance SA 6
CFO4Life, L.P. 6
Oakmont Corp 6
Nuveen Global Equity Income Fund 6
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A 6
Financial & Investment Management Group Ltd 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
Harvest Portfolios Group Inc. 6
Smith Shellnut Wilson Llc /adv 6
Northeast Investment Management 6
Brookside Capital Management Llc 6
Patrick M Sweeney & Associates, Inc 6
CPR Investments Inc. 6
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 6
Diamant Asset Management, Inc. 6
10-15 Associates, Inc. 6
Wildermuth Endowment Strategy Fund 6
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 6
Keudell/Morrison Wealth Management 6
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 6
Evergreen Wealth Management, LLC 6
Atlas Wealth LLC 6
Eagle Growth & Income Opportunities Fund 6
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 6
Blackstone / Gso Strategic Credit Fund 6
Berry Wealth Group, LP 6
Eagle Strategies LLC 6
Tranquility Partners, LLC 6
Arrow Investment Advisors, LLC 6
Mad River Investors 6
VCI Wealth Management LLC 6
Aull & Monroe Investment Management Corp 6
Mar Vista Investment Partners Llc 6
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 6
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 6
Colton Groome Financial Advisors, Llc 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 6
Anderson Financial Strategies, LLC 6
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 6
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 6
Fountainhead AM, LLC 6
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
Cullen Investment Group, Ltd. 6
Private Capital Management Llc 6
Capital Group Investment Management Pte. Ltd. 6
TIGMX - THORNBURG INVESTMENT TRUST - Thornburg Investment Grade Bond Managed Account Fund Class SMA 6
JBJ Investment Partners, LLC 6
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 6
Mountain Hill Investment Partners Corp. 6
Train Babcock Advisors Llc 6
Axiom Advisory, LLC 6
Noked Capital LTD 6
Ccg Wealth Management, Llc 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
Enterprise Bank & Trust Co 6
Jlb & Associates Inc 6
Fairview Capital Investment Management, Llc 6
Newport Wealth Strategies, Inc. 6
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 6
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 6
Divergent Wealth Advisors, Llc 6
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 6
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 6
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 6
Arvest Investments, Inc. 6
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 6
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 6
Trust Co of the South 6
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 6
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 6
Cerro Pacific Wealth Advisors LLC 6
Nuveen High Income November 2021 Target Term Fund 6
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 6
Fore Capital, LLC 6
Johnson Bixby & Associates, LLC 6
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 6
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 6
Hillcrest Asset Management LLC 6
Pavadi Capital LLC 6
Bensler, LLC 6
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 6
Gould Asset Management Llc /ca/ 6
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 6
Financial Insights, Inc. 6
Merrion Investment Management Co, LLC 6
Courage Capital Management Llc 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 6
Argentiere Capital Ag 6
O'Brien Greene & Co. Inc 6
Capricorn Fund Managers Ltd 6
Entrustpermal Partners Offshore Lp 6
Peachtree Investment Partners, LLC 6
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 6
Stony Point Wealth Management Inc. 6
Strong Tower Advisory Services 6
Titus Wealth Management 6
HSBC FUNDS - HSBC Strategic Income Fund Class A 6
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 6
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 6
Saturna Capital CORP 6
Sage Capital Management, LLC 6
Aberdeen Wealth Management LLC 6
Harvey Capital Management Inc 6
Bbjs Financial Advisors, Llc 6
H2o Am Llp 6
Wilkinson Ogrady & Co Inc /ny 6
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 6
Bernardo Wealth Planning LLC 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 6
GGIIX - GuideStone Funds - Global Impact Fund Investor 6
Parametric Risk Advisors LLC 6
Hutchens Investment Management Inc 6
Aurora Financial Advisors, Llc 6
Karpus Management, Inc. 6
Detalus Advisors, LLC 6
Miramar Capital, LLC 6
Schmidt P J Investment Management Inc 6
Noked Israel Ltd 6
CLARET ASSET MANAGEMENT Corp 6
USAdvisors Wealth Management, LLC 6
Black Diamond Financial, LLC 6
Cornell Pochily Investment Advisors, Inc. 6
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 6
Chessman Wealth Strategies Ria 6
Cunning Capital Partners, LP 6
Cottage Street Advisors LLC 6
Avondale Wealth Management 6
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 6
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 6
Breiter Capital Management Inc 6
PYA Waltman Capital, LLC 6
Peoples Bank/KS 6
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 6
Cvi Holdings, Llc 6
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class 6
Akin Thomas B 6
Mattern Capital Management, Llc 6
Thomas Story & Son Llc 6
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 6
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 6
Ategra Capital Management, LLC 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 6
Legacy Financial Strategies, LLC 6
Chapman Investment Management, LLC 6
Shelter Mutual Insurance Co 6
Planning Solutions Group Llc 6
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 6
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 6
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 6
Schwab Charitable Fund 6
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 6
Greatmark Investment Partners, Inc. 6
Ridgecrest Wealth Partners, Llc 6
Fairhaven Wealth Management, LLC 6
Navigoe, LLC 6
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 6
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 6
Kavar Capital Partners Group, Llc 6
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 6
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 6
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 6
Giverny Capital Inc. 6
Pluribus Labs, LLC 6
Fortress Private Ledger, Llc 6
Sculati Wealth Management, LLC 6
Prosperity Wealth Management, Inc. 6
Excalibur Management Corp 6
Financial Avengers, Inc. 6
Volterra Technologies LP 6
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 6
J. L. Bainbridge & Co., Inc. 6
Drexel Morgan & Co. 6
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 6
Pier 88 Investment Partners Llc 6
Park Edge Advisors, LLC 6
Lifestyle Asset Management, Inc. 6
CarVal Investors, LP 6
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 6
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 6
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 6
Argent Wealth Management LLC 6
North Point Portfolio Managers Corp/oh 6
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 6
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 6
Sargent Investment Group, LLC 6
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 6
Hamilton Wealth, LLC 6
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 6
First Financial Equity Corporation 6
McCarthy Grittinger Financial Group, LLC 6
Prevail Innovative Wealth Advisors, Llc 6
Exeter Financial, LLC 6
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 6
Garnet Equity Capital Holdings, Inc. 6
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 6
Monte Financial Group, LLC 6
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 6
Elevatus Welath Management 6
Alphadyne Asset Management, LLC 6
Independent Order of Foresters 6
Cloud Capital Management, LLC 6
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 6
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 6
Gould Capital, LLC 6
Mizuho Bank, Ltd. 6
TAX - EA Series Trust - Cambria Tax Aware ETF 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 6
One68 Global Capital, LLC 6
Meridian Management Co 6
Members Capital Advisors Inc 6
ZEGA Investments, LLC 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 6
Caz Investments Lp 6
Firefly Value Partners, LP 6
Rockwood Wealth Management, LLC 6
Birmingham Capital Management Co Inc/al 6
Badgley Phelps & Bell Inc 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 6
Minerva Advisors LLC 6
Ewa, Llc 6
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 6
Black Swift Group, LLC 6
Inr Advisory Services Llc 6
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 6
Southport Management, L.l.c. 6
North Forty Management, LLC 6
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 6
Henry James International Management Inc. 6
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 6
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 6
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 6
Signet Investment Advisory Group, Inc. 6
Arkfeld Wealth Strategies, L.L.C. 6
Efficient Advisors, LLC 6
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 6
Modus Advisors, LLC 6
IVC Wealth Advisors LLC 6
Red Spruce Capital, LLC 6
Marshall Financial Group LLC 6
Hokanson Associates, Inc. 6
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 6
Rainier Investment Management Mutual Funds 6
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 6
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 6
NFP Retirement, Inc. 6
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 6
Confluence Wealth Management LLC 6
Templeton Global Opportunities Trust 6
Dinsmore Capital Management Co/nj 6
Mkd Wealth Coaches, Llc 6
Equity Investment Corp/ga 6
Kavi Asset Management, LP 6
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 6
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 6
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 6
WealthTrust Axiom LLC 6
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 6
Hollow Brook Wealth Management LLC 6
Citadel Investment Advisory, Inc. 6
Clark Financial Services Group Inc /bd 6
Lifeworks Advisors, LLC 6
Cazenove Capital Management Ltd 6
Cardan Capital Partners, LLC 6
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 6
Corbyn Investment Management Inc/md 6
Murchinson Ltd. 6
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 6
Wellesley Investment Partners, LLC 6
Mattern Wealth Management LLC 6
TrueWealth Advisors, LLC 6
Stevard, LLC 6
Raging Capital Management, LLC 6
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 6
Metatron Capital SICAV plc 6
Highmount Capital, LLC 6
IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I 6
Northstar Advisory Group, LLC 6
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 6
Advanced Research Investment Solutions, Llc 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
Emerald Advisors, LLC 6
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 6
Augustine Asset Management Inc 6
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 6
American Beacon Advisors, Inc. 6
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 6
KAMES CAPITAL management Ltd 6
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 6
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 6
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 6
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 6
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 6
Gibson Wealth Advisors LLC 6
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 6
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 6
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 6
Strategic Wealth Designers 6
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 6
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 6
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 6
Brooklands Fund Management Ltd 6
Innovative Portfolios 6
Forty4 Asset Management LLC 6
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 6
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 6
Navalign, LLC 6
Catalyst Private Wealth, Llc 6
Edmunds White Partners Llc 6
Wilson, Kemp & Associates, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 6
Value Partners Investments Inc. 6
TBH Global Asset Management, LLC 6
Berkshire Bank 6
Greykasell Wealth Strategies, Inc. 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
Lebenthal Wealth Advisors, LLC 6
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 6
MEMBERS Trust Co 6
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 6
Bank Hapoalim Bm 6
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 6
One + One Wealth Management, Llc 6
one8zero8, LLC 6
Willow Creek Wealth Management Inc. 6
Europacific Growth Fund 6
Croban 6
Miller Financial Services LLC 6
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 6
Evelyn Partners Asset Management Ltd 6
AllianzGI Artificial Intelligence & Technology Opportunities Fund 6
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 6
Speece Thorson Capital Group Inc 6
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 6
Argentarii, LLC 6
Summit Place Financial Advisors, LLC 6
Glenhill Advisors Llc 6
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 6
Perennial Investment Advisors, LLC 6
Generali Investments CEE, investicni spolecnost, a.s. 6
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 6
Townsend Asset Management Corp /nc/ /adv 6
New Age Alpha Trust - AVDR US LargeCap Leading ETF 6
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 6
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 6
Barrington Strategic Wealth Management Group LLC 6
Haven Private, LLC 6
PENN SERIES FUNDS INC - Quality Bond Fund 6
Crestmont Private Wealth LLC 6
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 6
Aft, Forsyth & Sober, LLC 6
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 6
Promus Capital, LLC 6
Raffles Associates Lp 6
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 6
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 6
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 6
Campion Asset Management LLC 6
Covington Investment Advisors Inc. 6
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 6
Purkiss Capital Advisors LLC 6
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 6
Noble Wealth Management PBC 6
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 6
Abound Financial, Llc 6
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 6
Compass Capital Corp /ma/ /adv 6
Princeton Portfolio Strategies Group LLC 6
Belmont Global Advisors, Inc. 6
Dow Chemical Co /de/ 6
Atlas Legacy Advisors, LLC 6
Regents Of The University Of California 6
Sippican Capital Advisors 6
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 6
Trust CO of the Ozarks 6
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 6
Agate Pass Investment Management, LLC 6
Blackrock Enhanced International Dividend Trust 6
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 6
J2 Capital Management Inc 6
Bill Few Associates, Inc. 6
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 6
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 6
PENN SERIES FUNDS INC - Flexibly Managed Fund 6
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 6
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 6
Long Run Wealth Advisors, LLC 6
Glassy Mountain Advisors, Inc. 6
Briaud Financial Planning, Inc 6
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 6
Capital Investment Counsel, Inc 6
Pilgrim Partners Asia Pte Ltd 6
Asset Management Group, Inc. 6
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 6
Elevate Capital Advisors, LLC 6
PagnatoKarp Partners LLC 6
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 6
Swedbank 6
LifeWealth Investments, LLC 6
MIDSX - Midas Series Trust - Midas Fund 6
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 6
First International Bank & Trust 6
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 6
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 6
Voss Capital, LLC 6
Beach Point Capital Management LP 6
Capital Group KKR Core Plus (plus) 6
Brigade Capital Management, Lp 6
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 6
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 6
Cowen Prime Advisors LLC 6
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 6
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 6
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 6
Evelyn Partners Investment Management LLP 6
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 6
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 6
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 6
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 6
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 6
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 6
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 6
Trutina Financial LLC 6
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 6
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 6
Davis-rea Ltd. 6
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 6
Davis Capital Partners, Llc 6
Antipodean Advisors LLC 6
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 6
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 6
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 6
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 6
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 6
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 6
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 6
Highview Capital Management LLC/DE/ 6
Genesis Private Wealth, Llc 6
Pines Wealth Management, LLC 6
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 6
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 6
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 6
Tyrian Investments, L.P. 6
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 6
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 6
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 6
Coury Firm Asset Management LLC 6
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 6
Legacy Wealth Management, LLC / MS 6
Piper Sandler & Co. 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 6
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 6
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 6
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 6
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 6
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 6
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 6
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 6
Claren Road Asset Management, LLC 6
Blue Capital, Inc. 6
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 6
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 6
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 6
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 6
Senvest Management, LLC 6
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 6
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 6
Bislett Management, Llc 6
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 6
Militia Capital Partners, LP 6
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 6
Otter Creek Management Inc 6
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 6
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 6
Cottonwood Capital Advisors, Llc 6
Promethium Advisors,llc 6
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 6
Evelyn Partners Investment Management Services Ltd 6
Foundation Asset Management, LP 6
Consolidated Capital Management, Llc 6
Brooklyn FI, LLC 6
Mfs Intermediate High Income Fund 6
Sabby Management, Llc 6
Navis Wealth Advisors, LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Marvin & Palmer Associates Inc 6
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 6
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 6
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 6
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 6
Commons Capital, Llc 6
Stanley Capital Management, LLC 6
VVSGX - VALIC Co I - Small Cap Growth Fund 6
HORAN Wealth, LLC 6
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 6
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 6
Liberty One Investment Management, Llc 6
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 6
Quartz Partners, LLC 6
F&V Capital Management, LLC 6
Masters Capital Management Llc 6
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 6
Eventide Asset Management, Llc 6
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 6
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 6
Carnegie Lake Advisors LLC 6
Mainstream Capital Management LLC 6
Blake Schutter Theil Wealth Advisors, LLC 6
North Run Capital, Lp 6
Bath Savings Trust Co 6
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 6
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
TSP Capital Management Group, LLC 6
Wood Asset Management Inc 6
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 6
Goldstone Financial Group, LLC 6
GOODX - GoodHaven Funds Trust - GoodHaven Fund 6
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 6
Engle Capital Management, L.P. 6
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 6
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 6
DMG Group, LLC 6
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 6
Senzar Asset Management, Llc 6
VAPPX - VALIC Co I - Capital Appreciation Fund 6
VHYLX - VALIC Co I - High Yield Bond Fund 6
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 6
Community Bank & Trust, Waco, Texas 6
Lawson Kroeker Investment Management Inc/ne 6
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 6
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 6
Willner & Heller, Llc 6
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 6
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 6
Burns J W & Co Inc/ny 6
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 6
Swarthmore Group Inc 6
CGMFX - CGM TRUST - CGM Focus Fund 6
WoodTrust Financial Corp 6
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 6
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 6
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 6
Deane Retirement Strategies, Inc. 6
Corbin Capital Partners, L.P. 6
Aspire Growth Partners LLC 6
Threadgill Financial, Llc 6
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 6
Eagle Capital Growth Fund, Inc. 6
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 6
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 6
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 6
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 6
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 6
Oppenheimer Rising Dividends Fund 6
Oppenheimer Series Fund 6
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 6
Ignite Planners, LLC 6
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 6
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 6
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 6
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 6
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 6
St. James Investment Advisors, LLC 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 6
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 6
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 6
Barden Capital Management, Inc. 6
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 6
Hellman Jordan Management Co Inc /ma/ 6
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 6
Tempus Wealth Planning, LLC 6
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 6
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 6
BTG Pactual Asset Management US LLC 6
PACIFIC SELECT FUND - International Value Portfolio Class I 6
Crown Wealth Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 6
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 6
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 6
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 6
Gentry Private Wealth, Llc 6
Heritage Family Offices, LLP 6
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 6
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 6
Berkshire Hathaway Inc 6
3D/L Capital Management, LLC 6
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 6
Sage Financial Group Inc 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
Fruth Investment Management 6
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 6
Crestone Asset Management LLC 6
BlackDiamond Wealth Management Inc. 6
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 6
Cherokee Insurance Co 6
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 6
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 6
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 6
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 6
Nadler Financial Group, Inc. 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 6
Aldebaran Financial Inc. 6
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 6
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 6
Wealth Dimensions Group, Ltd. 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 6
Cyr Financial Inc. 6
Beach Investment Management, LLC. 6
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 6
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 6
Fcg Advisors, Llc 6
Aristotle Capital Boston, LLC 6
Tiger Management L.l.c. 6
Pioneer Trust Bank N A/or 6
All Season Financial Advisors, Inc. 6
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 6
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6
Bright Futures Wealth Management, LLC. 6
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 6
Par Capital Management Inc 6
JHVIX - John Hancock Funds II - International Value Fund Class NAV 6
Polen Capital Management Llc 6
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 6
Price Jennifer C. 6
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 5
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 5
Blue Barn Wealth, LLC 5
Vontobel Swiss Wealth Advisors AG 5
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 5
Corundum Group, Inc. 5
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 5
PPM Funds - PPM Mid Cap Value Fund (Inst) 5
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 5
Stenger Family Office, LLC 5
Alta Fundamental Advisers LLC 5
Laurus Investment Counsel Inc. 5
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 5
Spindletop Capital, LLC 5
Appaloosa Lp 5
WealthTrust Asset Management, LLC 5
Smith Anglin Financial, LLC 5
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 5
Meru Capital Group, LP 5
Wescott Financial Advisory Group, LLC 5
Mezzasalma Advisors, LLC 5
BlackRock Health Sciences Trust II 5
LVZ Advisors, Inc. 5
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5
Peninsula Asset Management Inc 5
TT Capital Management LLC 5
Clarity Financial LLC 5
Petros Family Wealth, LLC 5
MBA Advisors LLC 5
Palumbo Wealth Management LLC 5
Fic Capital Inc 5
Wills Financial Group, Inc. 5
Wellesley Asset Management 5
Boyer & Corporon Wealth Management, LLC 5
NovaPoint Capital, LLC 5
Coign Capital Advisors LLC 5
Lipe & Dalton 5
Monumental Financial Group Inc. 5
Herring Creek Capital Management, LLC 5
Adams Natural Resources Fund, Inc. 5
Howard Capital Management Group, LLC 5
Waterstone Capital Management, L.P. 5
Benedetti & Gucer, Inc. 5
Allen Operations Llc 5
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 5
Creegan & Nassoura Financial Group, LLC 5
Capital Advisors Wealth Management, LLC 5
Facet Wealth, Inc. 5
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 5
Grant Private Wealth Management Inc 5
South Shore Capital Advisors 5
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 5
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 5
Hawk Ridge Capital Management Lp 5
Investment Advisory Services Inc /tx /adv 5
Firethorn Wealth Partners, Llc 5
Alliance Wealth Advisors, LLC 5
RFG - Bristol Wealth Advisors, LLC 5
Patron Partners Advisors, Llc 5
Trafelet Brokaw Capital Management, L.p. 5
Arrow Investments Trust - Arrow DWA Country Rotation ETF 5
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 5
Luken Investment Analytics, LLC 5
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 5
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 5
VELA Funds - VELA Small Cap Fund Class I 5
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 5
Bickling Financial Services, Inc. 5
Lowell Blake & Associates Inc. 5
Flynn James E 5
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 5
Allium Financial Advisors, Llc 5
InTrack Investment Management Inc 5
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 5
Lazard Freres Gestion S.A.S. 5
Freemont Management S.A. 5
Capco Asset Management, LLC 5
Maso Capital Partners Ltd 5
Amitell Capital Pte Ltd 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
Dragoneer Investment Group, LLC 5
Carl P. Sherr & Co., LLC 5
Disciplined Investors, L.L.C. 5
SFYF - Tidal ETF Trust - SoFi 50 ETF 5
Oakview Capital Management, L.p. 5
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 5
Source Financial Advisors LLC 5
Rede Wealth, LLC 5
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund 5
Fondren Management LP 5
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 5
Kensington Investment Counsel, LLC 5
MBL Wealth, LLC 5
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 5
Man Investments (CH) AG 5
Consultiva Wealth Management, Corp. 5
Panning Capital Management, LP 5
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 5
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 5
Moment Partners, LLC 5
Eachwin Capital, Lp 5
Distillate Capital Partners LLC 5
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 5
Berry Street Capital Management LLP 5
Burren Capital Advisors Ltd 5
Dumac, Inc. 5
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 5
Thrive Capital Management, LLC 5
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 5
Zweig Advisers Llc 5
Venator Management LLC 5
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 5
Allegiant Private Advisors, LLC 5
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 5
Gainplan LLC 5
Trevor Stewart Burton & Jacobsen Inc 5
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 5
PKS Advisory Services, LLC 5
Integrated Core Strategies (us) Llc 5
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 5
Midwest Wealth Management Inc. 5
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 5
Lountzis Asset Management, Llc 5
Insight Advisors, LLC/ PA 5
Partners Group Holding AG 5
ARS Investment Partners, LLC 5
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 5
Colony Family Offices, LLC 5
ARS Wealth Advisors, LLC 5
Elk River Wealth Management, LLC 5
Financial Management Network Inc 5
Waycross Partners, Llc 5
Missouri Valley Partners, Inc. 5
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 5
Olstein Capital Management, L.P. 5
Wittenberg Investment Management, Inc. 5
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 5
Seneca Capital Investments, L.p. 5
Klaas Financial Asset Advisors, LLC 5
Flagship Private Wealth, LLC 5
Rainier Family Wealth Inc 5
REDW Wealth LLC 5
Shoker Investment Counsel, Inc. 5
Dempze Nancy E 5
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 5
Genworth Financial Inc 5
Coolidge Francis L 5
Mark Asset Management Lp 5
Raptor Capital Management Lp 5
Lombard Odier & Cie (Bahamas) Ltd 5
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 5
Investors Trust Inc 5
Morris Capital Advisors, LLC 5
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 5
Kennondale Capital Management LLC 5
Oak Harvest Investment Services 5
VSL - ETF Series Solutions - Volshares Large Cap ETF 5
Hutner Capital Management Inc 5
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 5
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
Alpine Associates Advisors 5
Vector Wealth Management, Llc 5
S.a.c. Global Investors, Llp 5
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 5
Advisor Consultant Network Inc 5
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 5
Davidson Kempner Capital Management LLC 5
Harbert Management Corp 5
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 5
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 5
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 5
Lilley & Co 5
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 5
Signator Financial Services, Inc. 5
Ignis Investment Services Ltd 5
Independence Advisors, LLC 5
Amida Capital Management II, LLC 5
Hatteras Alternative Mutual Funds, LLC 5
Front Street Capital Management, Inc. 5
Highwater Wealth Management, LLC 5
Poinciana Advisors Group, Llc 5
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 5
Cushing Capital Partners, LLC 5
Vista Investment Partners Ii, Llc 5
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 5
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 5
Bradyco, Inc. 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 5
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 5
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 5
Hickory Point Bank & Trust 5
Sherman Asset Management, Inc. 5
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 5
Illumine Investment Management, LLC 5
Impact Investors, Inc 5
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 5
Compass Planning Associates Inc 5
Financial Harvest, LLC 5
Fine Capital Partners, L.P. 5
Capital Group KKR Multi-Sector (plus) 5
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 5
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional 5
Silver Point Capital L.P. 5
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 5
MJT & Associates Financial Advisory Group, Inc. 5
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 5
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 5
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 5
Louisbourg Investments Inc. 5
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 5
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 5
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 5
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 5
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 5
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 5
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 5
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 5
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 5
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 5
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 5
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 5
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 5
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 5
Orca Wealth Management, LLC 5
MFA Wealth Services 5
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 5
Founders Grove Wealth Partners, Llc 5
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 5
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 5
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 5
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
Peconic Partners Llc 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 5
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 5
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 5
Sls Management Llc 5
Cascades Capital Asset Management, LLC 5
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares 5
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 5
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 5
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 5
Cannon Wealth Management Services, LLC 5
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 5
Howard Bailey Securities, Llc 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 5
Canandaigua National Trust Co of Florida 5
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 5
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 5
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 5
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 5
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 5
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 5
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 5
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 5
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 5
Nicholson Wealth Management Group, LLC 5
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 5
Tcfg Wealth Management, Llc 5
Paladin Wealth, LLC 5
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 5
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 5
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 5
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 5
LOMMX - CGM TRUST - CGM Mutual Fund 5
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 5
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 5
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 5
Tamarack Advisers, LP 5
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 5
Contrarius Investment Management Ltd 5
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 5
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 5
Custom Portfolio Group LLC 5
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 5
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 5
Smith Thornton Advisors LLC 5
Capital Investment Counsel, LLC 5
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 5
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 5
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 5
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 5
RMR Capital Management, LLC 5
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 5
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 5
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 5
FT Vest Total Return Income Fund: Series B1 5
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 5
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 5
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Brass Tax Wealth Management, Inc 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 5
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 5
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 5
Sharp Financial Services, LLC 5
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 5
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 5
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 5
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 5
Halsey Associates Inc/ct 5
Breakwater Investment Management 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
Hutchens Investment Management Inc 5
Provident Investment Management, Inc. 5
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 5
Portland Investment Counsel Inc. 5
Raelipskie Partnership 5
Welch Capital Partners Llc/ny 5
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 5
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 5
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 5
POM Investment Strategies, LLC 5
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 5
Sirios Capital Management L P 5
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 5
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 5
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 5
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 5
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
QTR Family Wealth, LLC 5
Cutler Investment Counsel Llc 5
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 5
Rock Point Advisors, LLC 5
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 5
Suncoast Equity Management 5
Netols Asset Management, Inc. 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 5
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 5
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 5
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 5
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 5
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 5
Cupps Capital Management, LLC 5
Holowesko Partners Ltd. 5
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 5
Lane & Associates LLC 5
Emprise Bank 5
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 5
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 5
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 5
Polaris Capital Management, LLC 5
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 5
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 5
Coho Partners, Ltd. 5
COMMERCE FUNDS - The MidCap Value Fund Shares 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 5
CHIX - Global X Funds - Global X MSCI China Financials ETF 5
Tmd & Associates, Inc 5
Gerber, Llc 5
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 5
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 5
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 5
New Generation Advisors, Llc 5
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 5
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 5
Cowen Investment Management LLC 5
Xcel Wealth Management, LLC 5
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 5
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 5
SFE Investment Counsel 5
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 5
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 5
Master Basic Value Llc 5
Napa Wealth Management 5
Oak Ridge Investments Llc 5
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 5
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 5
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 5
Mastrapasqua Asset Management Inc 5
Sigma Investment Counselors Inc 5
Northstar Investment Advisors Llc 5
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 5
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 5
Cornerstone Progressive Return Fund 5
Keyes, Stange & Wooten Wealth Management, LLC 5
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 5
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 5
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 5
Encompass More Asset Management 5
QVT Financial LP 5
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 5
Zega Financial, LLC 5
Lakeridge Wealth Management LLC 5
Richard C. Young & CO., LTD. 5
Barton Investment Management 5
Delta Global Management LP 5
Seamount Financial Group Inc 5
Fogel Capital Management, Inc. 5
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 5
Christopher J. Hasenberg, Inc 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
Corient IA LLC 5
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 5
Swisher Financial Concepts, Inc. 5
Keating Investment Counselors Inc 5
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 5
Academy Capital Management Inc/tx 5
Strategic Global Income Fund Inc 5
Van Strum & Towne Inc. 5
Clark Estates Inc/ny 5
Richardson Capital Management LLC 5
Robinson Smith Wealth Advisors Llc 5
Putnam Voyager Fund 5
Nichols & Pratt Advisers Llp /ma 5
Central Valley Advisors, Llc 5
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 5
Motley Fool Funds Trust 5
Winthrop Capital Management, LLC 5
Barbara Oil Co. 5
Ardevora Asset Management LLP 5
Harmony Asset Management Llc 5
Legg Mason Investment Trust 5
Oppenheimer Equity Fund 5
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 5
Putnam High Yield Trust 5
Schulhoff & Co Inc 5
Parthenon Llc 5
Greystone Investment Management Llc 5
Power Wealth Management Llc 5
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 5
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 5
HM Capital Management, LLC 5
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 5
Broadfin Capital, LLC 5
Stonebrook Private Inc. 5
Stephenson & Company, Inc. 5
Jacobsen Capital Management 5
O'Keefe Stevens Advisory, Inc. 5
Tahithromos, L.L.C. 5
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 5
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 5
Smead Capital Management, Inc. 5
Sunflower Bank, Na Wealth Management 5
Private Client Services, Llc 5
Saxony Capital Management, LLC 5
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 5
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 5
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 5
Clover Partners, L.P. 5
Jupiter Wealth Management LLC 5
Vivid Wealth Management, LLC 5
Visionary Horizons, LLC 5
Energy Opportunities Capital Management, LLC 5
ULTRA SERIES FUND - Large Cap Value Fund Class I 5
Cultivar Capital, Inc. 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 5
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 5
Invera Wealth Advisors, LLC 5
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 5
Rockline Wealth Management, LLC 5
Thomaspartners, Inc. 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
LongView Wealth Management 5
FourWorld Capital Management LLC 5
OEF - iSHARES TRUST - iShares S&P 100 ETF 5
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 5
SMRI - EA Series Trust - Bushido Capital US Equity ETF 5
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 5
Swaine & Leidel Wealth Services, Llc 5
Mogy Joel R Investment Counsel Inc 5
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 5
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 5
Hays Advisory Llc 5
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 5
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 5
Knott David M 5
Valueworks Llc 5
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 5
BT Wealth Management LLC 5
GUNN & Co INVESTMENT MANAGEMENT, INC. 5
Private Advisors, LLC 5
Team Financial Group, LLC 5
Exchange Bank 5
Howard Financial Services, Ltd. 5
Prosperitas Financial LLC 5
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 5
Lakeshore Financial Planning, Inc. 5
Shaker Investments Llc/oh 5
Tech Square Trading Lp 5
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 5
Financial Security Advisor, Inc. 5
Payden & Rygel Investment Group 5
Outfitter Advisors, Ltd. 5
LaFleur & Godfrey LLC 5
Susquehanna International Group Ltd. 5
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 5
Retirement Planning Group 5
Newday Solutions, Llc 5
Etesian Wealth Advisors, Inc. 5
Domani Wealth, LLC 5
BlackRock ETF Trust - BlackRock Large Cap Value ETF 5
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 5
Genesee Capital Advisors, LLC 5
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 5
Act Two Investors Llc 5
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 5
KEMPER Corp 5
Caldwell & Orkin Inc 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
Galibier Capital Management Ltd. 5
Sonata Capital Group Inc 5
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 5
Private Capital Advisors, Inc. 5
Public Investment Fund 5
Benchmark Capital Advisors 5
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 5
Horiko Capital Management Llc 5
FLC Capital Advisors 5
Financial Partners Capital Management Llc 5
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 5
Garrison Bradford & Associates Inc 5
RAM Investment Partners, LLC 5
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 5
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 5
Econ Financial Services Corp 5
Shulman DeMeo Asset Management LLC 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
PARUS FINANCE (UK) Ltd 5
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 5
Front Barnett Associates Llc 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 5
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 5
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 5
Cortland Associates Inc/mo 5
One Tusk Investment Partners Lp 5
Values Added Financial LLC 5
First County Bank /CT/ 5
Mra Associates Usa Llc 5
Pinnacle Advisory Group, Inc. 5
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 5
Washburn Capital Management, Inc. 5
Paragon Advisors, LLC 5
Cardinal Point Capital Management, ULC 5
Invictus Private Wealth, Llc 5
Lineweaver Wealth Advisors, LLC 5
Ocean Capital Management, LLC 5
Tiger Global Management Llc 5
Madrona Financial Services, LLC 5
Weather Gauge Advisory, LLC 5
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 5
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 5
Guardian Investment Management 5
Stellar Capital Management, LLC 5
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 5
Baskin Financial Services Inc. 5
Titleist Asset Management, Llc 5
Algebris (uk) Ltd 5
Virginia National Bank 5
Aspetuck Financial Management LLC 5
Ruggaard & Associates LLC 5
Penn Mutual Asset Management, LLC 5
Aspen Wealth Strategies, LLC 5
Root Financial Partners, LLC 5
Wedgewood Investors Inc /pa/ 5
Fort Pitt Capital Group Inc 5
Andesa Financial Management Inc. 5
Steigerwald, Gordon & Koch Inc. 5
Locust Wood Capital Advisers, LLC 5
Phillips Financial Management, Llc 5
Callahan Advisors, LLC 5
Cinque Partners Llc 5
Causeway Etmf Trust 5
Channel Wealth Llc 5
Clayton Partners LLC 5
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 5
German American Bancorp, Inc. 5
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 5
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 5
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 5
Brady Family Wealth, Llc 5
Petra Financial Advisors Inc 5
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 5
Quadrant Capital Management, LLC 5
Landmark Bank 5
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 5
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 5
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 5
Dundas Partners LLP 5
Luts & Greenleigh Group, Inc 5
OHIO NATIONAL FUND INC - ON Foreign Portfolio 5
KOKUSAI Asset Management Co., Ltd. 5
Biondo Investment Advisors, LLC 5
EUSM - Strategy Shares - Eventide US Market ETF 5
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 5
Werba Rubin Papier Wealth Management 5
Vista Investment Management 5
Ruane, Cunniff & Goldfarb L.P. 5
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 5
Rice Partnership, LLC 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
BCS Private Wealth Management, Inc. 5
Hamilton Lane Advisors Llc 5
Crystalline Management Inc. 5
Rheos Capital Works Inc. 5
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 5
Qvr Llc 5
Wealth Alliance Advisory Group, LLC 5
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 5
TORYX - RBB Fund Trust - Torray Fund 5
Q3 Asset Management 5
Pacific Sun Financial Corp 5
Cqs (us), Llc 5
Builder Investment Group Inc /adv 5
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 5
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 5
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 5
Russell Clark Investment Management Ltd 5
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 5
Inlight Wealth Management, LLC 5
Adams Asset Advisors, LLC 5
First Sabrepoint Capital Management Lp 5
Sterling Investment Management, Inc. 5
Ironvine Capital Partners, LLC 5
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 5
Financial Consulate, Inc 5
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 5
Birch Capital Management, LLC 5
All Terrain Financial Advisors, LLC 5
Kapstone Financial Advisors LLC 5
Temasek Holdings (Private) Ltd 5
Lynch & Associates/in 5
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 5
Dock Street Asset Management Inc 5
Orca Investment Management, LLC 5
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 5
Cape Ann Savings Bank 5
Boone Capital Management Llc 5
Innovis Asset Management Llc 5
Bridges Investment Counsel Inc/ 5
Fairtree Asset Management (Pty) Ltd 5
Silverleafe Capital Partners, LLC 5
Auto-Owners Insurance Co 5
Northstar Capital Management Llc 5
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 5
Steinberg Asset Management Llc 5
DSG Capital Advisors, LLC 5
Oak Grove Capital LLC 5
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 5
Khp Capital, Llc 5
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 5
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 5
Stone Point Capital Llc 5
Sonoma Private Wealth LLC 5
Garden State Investment Advisory Services LLC 5
Arista Wealth Management, LLC 5
DDD Partners, LLC 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 5
Accipiter Capital Management, Llc 5
Fore Research & Management, LP 5
Regis Management CO LLC 5
Nicollet Investment Management, Inc. 5
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 5
American Investment Services, Inc. 5
Lodestone Wealth Management LLC 5
Cypress Wealth Services, LLC 5
Alliance Wealth Advisors, LLC /UT 5
Riverview Capital Advisers, LLC 5
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 5
Taurus Asset Management, Llc 5
Forza Wealth Management, LLC 5
Centurion Wealth Management LLC 5
HIEIX - Federated Adviser Series - Federated Hermes International Equity Fund Institutional Shares 5
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 5
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 5
Breakwater Capital Group 5
Ks Management Corp 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 5
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 5
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 5
Steben Alternative Investment Funds 5
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 5
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 5
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 5
Tricadia Capital Management, LLC 5
Investors Financial Group, LLC 5
Messner & Smith Theme Value Investment Management Ltd /ca/ 5
Rit Capital Partners Plc 5
Align Wealth Management, LLC 5
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 5
Matterhorn Capital Management, LLC 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
Hofer & Associates. Inc 5
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 5
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 5
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 5
Raveneur Investment Group LP 5
Landmark Financial Advisors, LLC 5
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 5
Drw Securities, L.l.c. 5
Dakota Community Bank & Trust NA 5
Essential Planning, LLC. 5
Oppenheimer Discovery Fund 5
W.H. Cornerstone Investments Inc. 5
AMID - EA Series Trust - Argent Mid Cap ETF 5
Cliftonlarsonallen Wealth Advisors, Llc 5
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 5
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 5
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 5
Second Half Financial Partners, LLC 5
King Investment Advisors Inc/tx 5
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 5
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 5
VCCAX - VALIC Co II - Capital Appreciation Fund 5
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 5
RBCRX - RBC FUNDS TRUST - RBC China Equity Fund Class R6 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 5
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 5
Penn Davis Mcfarland Inc 5
Satuit Capital Management Trust 5
Quantum Financial Advisors, LLC 5
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 5
FSM Wealth Advisors, LLC 5
Community Bank of Raymore 5
Menlo Advisors Llc 5
Miller Wealth Advisors, Llc 5
Financial Advisory Corp /ut/ /adv 5
Total Wealth Planning & Management, Inc. 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
Hoertkorn Richard Charles 5
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 5
Howard Capital Management 5
Foundation Resource Management Inc 5
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 5
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 5
Jacobs & Co/ca 5
Advocate Group Llc 5
Joule Financial, LLC 5
Pennsylvania Capital Management Inc /adv 5
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 5
Stone Ridge Trust Iii 5
Bouchey Financial Group Ltd 5
Vontobel Asset Management Inc 5
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 5
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 5
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 5
MCHI - iSHARES TRUST - iShares MSCI China ETF 5
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 5
Montrusco Bolton Investments Inc. 5
Private Asset Management Inc 5
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 5
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 5
Cohen Lawrence B 5
L.m. Kohn & Company 5
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 5
Needelman Asset Management Inc 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 5
Ken Stern & Associates, Inc. 5
William Harris Investors Inc 5
Legacy CG, LLC 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
GFGF - EA Series Trust - Guru Favorite Stocks ETF 5
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 5
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 5
Solidarilty Wealth, LLC 5
Bard Associates Inc 5
Adell Harriman & Carpenter Inc 5
Hikari Tsushin, Inc. 5
Western Asset High Yield Defined Opportunity Fund Inc. 5
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 5
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 5
Richelieu Gestion PLC 5
Autus Asset Management, LLC 5
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 5
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 5
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 5
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 5
South Georgia Capital, Llc 5
Insight Folios Inc 5
Wharton Business Group, LLC 5
Berkshire Money Management, Inc. 5
Hamilton Point Investment Advisors, LLC 5
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
Ws Management Lllp 5
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 5
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 5
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 5
CFVLX - COMMERCE FUNDS - The Value Fund Shares 5
Pacifica Capital Investments, LLC 5
Liberty All Star Growth Fund Inc. 5
Madison Covered Call & Equity Strategy Fund 5
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 5
Montz Harcus Wealth Management LLC 5
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 5
Royce Global Value Trust, Inc. 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
Inverness Investment Group, LLC 5
BABFX - Bread & Butter Fund Inc. - Bread & Butter Fund Inc. 5
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 5
Heartwood Wealth Advisors LLC 5
Cortina Funds, Inc. 5
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 5
Manitou Investment Management Ltd. 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
Montag & Caldwell, Llc 5
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 5
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 5
First Farmers & Merchants Bank / Trust 5
Epiq Partners, Llc 5
Shayne & Co., Llc 5
Regatta Capital Group, Llc 5
C2C Wealth Management, LLC 5
Dohj, Llc 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
LWM Advisory Services, LLC 5
EFG Asset Management (North America) Corp. 5
20/20 Capital Management, Inc. 5
Powell Investment Advisors, LLC 5
Titleist Asset Management, Ltd. 5
Columbia Trust Co 01012016 5
Biltmore Wealth Management, LLC 5
Gerry Farber, LLC 5
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 5
Mendel Capital Management LLC 5
Mid-American Wealth Advisory Group, Inc. 5
BHR Capital LLC 5
NCM Capital Management, LLC 5
Investment Management Corp /va/ /adv 5
West Michigan Advisors, Llc 5
Royal Capital Wealth Management, LLC 5
Templeton Dragon Fund Inc 5
WUSAX - WANGER ADVISORS TRUST - Wanger USA 5
First Trust Dynamic Europe Equity Income Fund 5
Icapital Wealth Llc 5
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 5
Moser Wealth Advisors, LLC 5
Guerra Pan Advisors, Llc 5
Element Wealth, LLC 5
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 5
Zenit Asset Management AB 5
James Reed Financial Services, Inc. 5
Independent Family Office, LLC 5
Resolute Capital Asset Partners LLC 5
Dudley & Shanley, Inc. 5
Blue Edge Capital, LLC 5
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 5
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 5
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 5
Win Advisors, Inc 5
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 5
Game Plan Financial Advisors, LLC 5
Page Arthur B 5
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 5
Vigilare Wealth Management 5
Notis-McConarty Edward 5
WMG Financial Advisors, LLC 5
Cypress Advisory Group LLC 5
Solel Partners LP 5
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 5
Forester Capital Management, LTD 5
Avidity Partners Management LP 5
Hyperion Capital Advisors LP 5
Gabelli Global Utility & Income Trust 5
Eaton Vance Enhanced Equity Income Fund Ii 5
Kenfarb & Co. 5
Manhattan West Asset Management, LLC 5
Blackstone / Gso Long-short Credit Income Fund 5
OPTIMAS CAPITAL Ltd 5
Parsifal Capital Management, LP 5
No Street GP LP 5
Soundwatch Capital LLC 5
First Trust Bank, Ltd. 5
Kinsale Capital Group, Inc. 5
European Equity Fund, Inc / Md 5
Archon Partners LLC 5
Deutsche Money Market Trust 5
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 5
Nauset Wealth Management. LLC 5
Flynn Zito Capital Management, Llc 5
CALFX - CUTLER TRUST - Cutler Fixed Income Fund 5
Barnes Pettey Financial Advisors, Llc 5
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 5
Monograph Wealth Advisors, Llc 5
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 5
Shore Point Advisors, LLC 5
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 5
Heritage Investment Group, Inc. 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
Prudential Global Short Duration High Yield Fund, Inc. 5
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 5
Maltin Wealth Management, Inc. 5
Leverty Financial Group, LLC 5
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 5
Brooktree Capital Management 5
Wealth Enhancement & Preservation of GA, LLC 5
Enhancing Capital LLC 5
Aire Advisors, Llc 5
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 5
CA Family Wealth, LLC 5
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 5
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 5
Leigh Baldwin & Co., Llc 5
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 5
Ervin Investment Management, LLC 5
Danda Trouve Investment Management, Inc. 5
Bolthouse Investments, LLC 5
Jackson Thornton Asset Management, Llc 5
Waypoint Capital Advisors, LLC 5
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 5
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 5
Victrix Investment Advisors 5
Perfromance Wealth Partners, LLC 5
Resource Consulting Group Inc 5
Keystone Financial Services 5
McNamara Financial Services, Inc. 5
Tirschwell & Loewy Inc 5
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 5
BloombergSen Inc. 5
Worldwide Health Sciences Portfolio 5
Guardian Variable Products Trust - Guardian International Value VIP Fund 5
KAMES CAPITAL management Ltd 5
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 5
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 5
State Farm Mutual Automobile Insurance Co 5
Shelton Wealth Management, Llc 5
Index Fund Advisors, Inc. 5
potrero capital research llc 5
Boston Provident, L.p. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 5
Voya Prime Rate Trust 5
Bromfield Sneider Wealth Advisors 5
Epic Trust Investment Advisors, LLC 5
Oskie Capital Management, Llc 5
Signet Management Usa, Llc 5
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 5
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 5
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 5
Edmonds Duncan Registered Investment Advisors, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 5
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
Biglari Capital Corp. 5
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 5
Capital One Financial Corp 5
StrongBox Wealth, LLC 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
Lansdowne Partners (uk) Llp 5
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 5
Carlton Hofferkamp & Jenks Wealth Management, LLC 5
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class 5
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 5
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 5
Knott David M Jr 5
Doliver Advisors, Lp 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 5
Innova Wealth Partners 5
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 5
Kiltearn Partners LLP 5
MOATX - PFS FUNDS - Castle Focus Fund Investor 5
Essex LLC 5
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 5
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 5
Trinity Financial Advisors LLC 5
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 5
High Falls Advisors, Inc 5
Chapman Financial Group, Llc 5
Advisors Management Group Inc /adv 5
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 5
Bristol County Savings Bank 5
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 5
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 5
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 5
Mcclain Value Management Llc 5
Arlington Capital Management, Inc. 5
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 5
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 5
Harrington Investments, INC 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 5
IIQCX - ICON FUNDS - ICON International Equity Fund Class C 5
Snider Financial Group 5
ICHCX - ICON FUNDS - ICON Healthcare Fund Class S 5
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 5
CWH Capital Management, Inc. 5
Pinnacle Family Advisors, LLC 5
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 5
Shanda Payment Holdings Ltd. 5
Gs Investments, Inc. 5
Bearing Point Capital, Llc 5
Elefante Michael B 5
Novak & Powell Financial Services, Inc. 4
Catalyst Wealth Management, LLC 4
Nuveen Global Income Opportunities Fund 4
Lorber David A 4
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 4
White Pine Investment CO 4
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 4
Pine Haven Investment Counsel, Inc 4
Euclidean Technologies Management, LLC 4
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 4
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 4
Jasper Ridge Partners, L.P. 4
AFS Financial Group, LLC 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Yoffe Investment Management, LLC 4
Hoxton Planning & Management, LLC 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
WT Wealth Management 4
Clipper Fund Inc 4
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Cincinnati Insurance Co 4
Globe Life Inc. 4
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 4
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 4
Robinson Capital Management, Llc 4
Bull Street Advisors, LLC 4
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 4
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
Charles Schwab Trust Co 4
FT Options LLC 4
Wheatland Advisors Inc 4
Long Road Investment Counsel, LLC 4
JRM Investment Counsel, LLC 4
Acadia Trust Na 4
Hudson Structured Capital Management Ltd. 4
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 4
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 4
Pembroke Management, LTD 4
Rbo & Co Llc 4
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 4
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 4
Gray Wealth Management Inc. 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 4
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 4
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 4
Bush Odonnell Investment Advisors Inc 4
ULTRA SERIES FUND - International Stock Fund Class I 4
CONAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Social Bond Fund Class A 4
VLCCX - VALIC Co I - Large Cap Core Fund 4
Stonehill Capital Management Llc 4
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 4
Paradice Investment Management LLC 4
Cove Private Wealth, LLC 4
Yeomans Consulting Group, Inc. 4
Walden Wealth Partners Llc 4
Running Oak Capital LLC 4
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 4
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 4
BlueChip Wealth Advisors LLC 4
Skyline Advisors, Inc. 4
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Ariston Services Group 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 4
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 4
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 4
Tandem Capital Management Corp /adv 4
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 4
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 4
Salzman & Co., Inc. 4
Coulter & Justus Financial Services, LLC 4
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 4
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 4
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 4
Shenkman Capital Management Inc 4
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 4
Connective Portfolio Management, LLC 4
Trilogy Global Advisors Lp 4
Strategic Planning Group, Llc 4
Sara-Bay Financial 4
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 4
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 4
Fox Hill Wealth Management 4
Marshall & Sullivan Inc /wa/ 4
Oppenheimer Rochester California Municipal Fund 4
Johnson & White Wealth Management, LLC 4
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 4
Scheer, Rowlett & Associates Investment Management Ltd. 4
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 4
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 4
Spearhead Capital Advisors, Llc 4
Davidson Kempner Partners 4
Schaller Investment Group Inc 4
Investidor Profissional Gestao de Recursos Ltda. 4
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 4
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 4
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
Warren Street Wealth Advisors, LLC 4
Embree Financial Group 4
ULTRA SERIES FUND - Large Cap Growth Fund Class I 4
New Harbor Financial Group, LLC 4
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 4
Summit Financial Strategies, Inc. 4
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 4
Kearns & Associates LLC 4
49 Wealth Management, Llc 4
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 4
Bizma Investimentos Ltda 4
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 4
Healthcare Value Capital, LLC 4
Wealth Group, Ltd. 4
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 4
Jnl Series Trust - Jnl/franklin Templeton International Small Cap Fund (a) 4
Umpqua Bank 4
Hixon Zuercher, LLC 4
Oppenheimer International Bond Fund 4
Chescapmanager LLC 4
Perissos Private Wealth Management, LLC 4
Riverpark Capital Management Llc 4
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 4
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 4
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 4
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 4
Cion Ares Diversified Credit Fund 4
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 4
Jnl Series Trust - Jnl/crescent High Income Fund (a) 4
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 4
Envoi LLC 4
Grandmaster Capital Management LLC 4
Mazama Capital Management Inc 4
Peg Capital Management Inc /nh/ 4
Meehan Mutual Funds, Inc. 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 4
Blackrock Allocation Target Shares - Bats Series A 4
Snyder Capital Management L P 4
Mathes Company, Inc. 4
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 4
Standard Pacific Capital Llc/ca 4
Miller/howard High Income Equity Fund 4
Hayek Kallen Investment Management 4
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 4
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 4
Eagle Capital Appreciation Fund 4
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 4
Southern Capital Advisors, Llc 4
Garrison Asset Management, LLC 4
Green Owl Capital Management, LLC 4
Wedgewood Partners Inc 4
Cambridge Advisors Inc. 4
Foothills Asset Management, Ltd. 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 4
CIVQX - World Funds Trust - Clifford Capital International Value Fund Super Institutional Class 4
Motiv8 Investments LLC 4
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 4
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 4
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 4
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 4
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 4
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 4
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 4
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 4
Taylor, Cottrill, Erickson & Associates, Inc. 4
Puzo Michael J 4
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 4
Lathrop Investment Management Corp 4
Kkr Income Opportunities Fund 4
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 4
JHGEX - John Hancock Funds II - Global Equity Fund Class A 4
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 4
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 4
Master Focus Growth Llc - Master Focus Growth Llc 4
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 4
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 4
Saybrook Capital /nc 4
Mendel Money Management 4
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 4
Plan Group Financial, LLC 4
Para Advisors Llc 4
Elliott Management Corporation 4
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 4
Tillar-Wenstrup Advisors, LLC 4
KerberRose Wealth Management, LLC 4
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
Brahman Capital Corp. 4
Global X Japan Co., Ltd. 4
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 4
Ewing Morris & Co. Investment Partners Ltd. 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 4
Coombe, Bender & Co LLC 4
Laird Norton Trust Company, Llc 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 4
Elser Financial Planning, Inc 4
Westshore Wealth, LLC 4
Twin Lakes Capital Management, LLC 4
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 4
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
CMT Asset Management Ltd 4
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
TAGStone Capital, Inc. 4
Culbertson A N & Co Inc 4
ZynergyRetirementPlanningLLC 4
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 4
Elevation Etf Trust 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Conatus Capital Management LP 4
Laurel Grove Capital, LLC 4
FT Vest Hedged Equity Income Fund: Series B1 4
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
Mirae Asset Securities (usa) Inc. 4
Vista Capital Partners, Inc. 4
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 4
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 4
Bowman & Co S.C. 4
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 4
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 4
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 4
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class 4
EWC - iShares, Inc. - iShares MSCI Canada ETF 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
Kerusso Capital Management LLC 4
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 4
Eagle Capital Management, LLC 4
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 4
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 4
Oppenheimer Discovery Mid Cap Growth Fund 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
Retirement Guys Formula Llc 4
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 4
Symphony Financial Services, Inc. 4
Barnes Wealth Management Group, Inc 4
Correct Capital Wealth Management 4
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 4
Canal Insurance CO 4
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 4
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Stolper Co 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 4
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
Ted Buchan & Co 4
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 4
Edgewood Management Llc 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 4
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 4
APCTX - AMG Funds IV - AMG Managers Pictet International Fund Class I Shares 4
Rutabaga Capital Management Llc/ma 4
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 4
Eastover Investment Advisors LLC 4
12th Street Asset Management Company, LLC 4
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 4
Hartwell J M Limited Partnership 4
Greater Midwest Financial Group, LLC 4
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 4
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 4
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 4
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 4
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 4
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 4
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 4
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 4
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 4
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 4
OLIO Financial Planning 4
Thornmark Asset Management Inc. 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 4
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
Code Waechter LLC 4
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 4
Continental Investors Services, Inc. 4
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 4
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 4
Accelerate Investment Advisors LLC 4
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 4
Broadleaf Partners, LLC 4
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 4
EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF 4
Pure Portfolios Holdings Llc 4
EWJ - iShares, Inc. - iShares MSCI Japan ETF 4
CWC Advisors, LLC. 4
Towercrest Capital Management 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 4
LOM Asset Management Ltd 4
PMV Capital Advisers, LLC 4
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 4
Tegean Capital Management, Llc 4
NWGHX - NATIONWIDE MUTUAL FUNDS - Nationwide Diamond Hill Large Cap Concentrated Fund Class A 4
M. Kraus & Co 4
Old North State Wealth Management, LLC 4
Quantum Private Wealth, LLC 4
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 4
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 4
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 4
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 4
Nitorum Capital, L.P. 4
Lansdowne Partners Limited Partnership 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
Reynolds Investment Management, Inc. 4
GK Wealth Management LLC 4
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 4
Harvest Volatility Management Llc 4
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
Osprey Private Wealth LLC 4
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 4
Stephens Investment Management Group LLC 4
Terril Brothers, Inc. 4
Arrowgrass Capital Partners Llp 4
Renaissance Investment Group LLC 4
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 4
Enstar Group LTD 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
SS&H Financial Advisors, Inc. 4
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 4
Rollins Financial 4
Enclave Advisors LLC 4
Grassi Investment Management Llc 4
First Trust Portfolios Lp 4
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares 4
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 4
TARKX - Clark Fork Trust - Tarkio Fund 4
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 4
ParenteBeard Wealth Management, LLC 4
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 4
Daruma Capital Management Llc 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
Diversified Enterprises, LLC 4
Hamel Associates, Inc. 4
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 4
B&l Asset Management Llc 4
Cadian Capital Management, Lp 4
RTD Financial Advisors, Inc. 4
TCM Advisors, LLC 4
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares 4
SGL Investment Advisors, Inc. 4
Paragon Private Wealth Management, LLC 4
Aegis Financial Corp 4
Royal Capital Management, LLC 4
FT Vest Total Return Income Fund: Series A2 4
FT Vest Hedged Equity Income Fund: Series A2 4
Integral Investment Advisors, Inc. 4
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
Wealth Advisors of Iowa, LLC 4
Lasry Marc 4
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 4
Fidgeon Timothy F 4
Scopia Capital Management Lp 4
GVAL - Cambria ETF Trust - Cambria Global Value ETF 4
CMH Wealth Management LLC 4
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 4
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 4
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 4
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
Hansberger Growth Investors, Lp 4
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 4
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 4
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
New Mountain Vantage Advisers, L.l.c. 4
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 4
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 4
Thunderbird Partners Llp 4
17 Capital Partners, Llc 4
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 4
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 4
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 4
Consilium Wealth Advisory, LLC 4
Sovereign's Capital Management, LLC 4
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 4
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 4
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
S.C. Financial Services, Inc. 4
Greenspring Advisors, LLC 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
Hillhouse Capital Management, Ltd. 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 4
New England Professional Planning Group Inc. 4
FT Vest Hedged Equity Income Fund: Series A3 4
FT Vest Total Return Income Fund: Series A4 4
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 4
Linker Capital Management Inc. 4
Caspian Capital Lp 4
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 4
FT Vest Total Return Income Fund: Series A3 4
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 4
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 4
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 4
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 4
Cathy Pareto & Associates, Inc 4
Tiger Eye Capital LLC 4
FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund 4
Vanguard Convertible Securities Fund 4
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 4
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class 4
Betterment LLC 4
Pacific Capital Partners Ltd 4
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Alden Global Capital LLC 4
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 4
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 4
Strive Asset Management, LLC 4
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 4
CMT Capital Markets Trading GmbH 4
Three Seasons Wealth, LLC 4
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 4
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 4
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 4
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 4
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 4
Access Financial Services, Inc. 4
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 4
FT Vest Hedged Equity Income Fund: Series A4 4
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 4
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 4
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 4
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 4
Linden Capital L.P. 4
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 4
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 4
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 4
Weitz Investment Management, Inc. 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 4
Yacktman Asset Management Lp 4
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 4
Triglav Skladi, D.o.o. 4
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 4
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 4
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 4
AEGON USA Investment Management, LLC 4
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 4
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 4
Wright Managed Income Trust 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 4
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 4
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 4
Elm3 Financial Group, LLC 4
Cornerstone Select Advisors, LLC 4
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 4
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 4
USCOX - US GLOBAL INVESTORS FUNDS - China Region Fund 4
Lazard World Dividend & Income Fund, Inc. 4
Lazard Global Total Return & Income Fund Inc 4
BKES - BNY Mellon ETF Trust - BNY Mellon Sustainable Global Emerging Markets ETF 4
McHugh Group, LLC 4
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 4
Renaissancere Holdings Ltd 4
Samsung Asset Management (New York), Inc. 4
First Long Island Investors, LLC 4
Progeny 3, Inc. 4
Keystone Financial Group, Inc. 4
Advance Capital Management, Inc. 4
Harspring Capital Management, LLC 4
POGSX - Oak Associates Funds - Pin Oak Equity Fund 4
Twelve Points Wealth Management LLC 4
Doman Group, LLC 4
Sone Capital Management, LLC 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 4
Context Capital Funds 4
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 4
Sovran Advisors, LLC 4
Blue Clay Capital Management, LLC 4
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 4
Collier Financial 4
MAPIX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA DIVIDEND FUND Investor Class Shares 4
Oldfather Financial Services, LLC 4
Ayrshire Capital Management LLC 4
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
Sunburst Financial Group, LLC 4
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 4
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 4
jvl associates llc 4
Littlejohn Financial Services, Inc. 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 4
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class 4
Vantage Financial Partners, LLC 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
Arbor Trust Wealth Advisors, Llc 4
TigerOak Management, L.L.C. 4
bLong Financial, LLC 4
Crew Capital Management, Ltd. 4
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 4
Centerpoint Advisory Group 4
Wimmer Associates 1, Llc 4
Cahaba Wealth Management, Inc. 4
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 4
Asset Management Corp /il/ /adv 4
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
VAUGHAN & Co SECURITIES, INC. 4
Hilltop Park Associates LLC 4
Sage Investment Counsel LLC 4
HHH - ETF Managers Trust - ETFMG Real Estate Tech ETF 4
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 4
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 4
JCP Investment Management, LLC 4
Echo45 Advisors LLC 4
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 4
Jacobson & Schmitt Advisors, Llc 4
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 4
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 4
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 4
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 4
DJE Kapital AG 4
Kelly Financial Group Llc 4
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 4
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 4
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 4
National Rural Electric Cooperative Association 4
Dfa Investment Trust Co - The United Kingdom Small Company Series 4
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 4
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 4
Permanent Capital Management, LP 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
Pillar Financial Advisors, LLC 4
Professional Advisory Services Inc 4
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 4
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 4
Arbor Investment Advisors, LLC 4
Johnson Financial Group, LLC 4
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 4
Legacy Wealth Partners, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 4
John G Ullman & Associates Inc 4
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 4
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 4
Meriwether Wealth & Planning, LLC 4
Jabodon Pt Co 4
Evelyn Partners Investment Management (Europe) Ltd 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 4
Continental General Insurance Co 4
Liberty Square Wealth Partners Llc 4
HMV Wealth Advisors, LLC 4
Tnf Llc 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
Raub Brock Capital Management LP 4
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 4
Hummer Financial Advisory Services Inc 4
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 4
Griffith & Werner, Inc. 4
First Trust High Yield Opportunities 2027 Term Fund 4
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 4
SBK Financial, Inc. 4
BEEHX - FORUM FUNDS - The BeeHive Fund 4
Absher Wealth Management, Llc 4
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 4
Bradley & Co. Private Wealth Management, LLC 4
LLSCX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Small-Cap Fund 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 4
Concorde Financial Corp 4
TWOEX - TCW FUNDS INC - TCW White Oak Emerging Markets Equity Fund Class I 4
Artisan Partners Holdings Lp 4
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 4
KKR Credit Opportunities Portfolio 4
Lone Pine Capital Llc 4
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 4
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 4
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 4
Strategic Capital Group LLC 4
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 4
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 4
E Fund Management (Hong Kong) Co., Ltd. 4
CNJFX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Japan Fund 4
One Charles Private Wealth Services, LLC 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 4
Kendall Square Capital, LLC 4
Venor Capital Management LP 4
Carroll Investors, Inc 4
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 4
First Citizens Bancorporation Inc 4
Capital Investment Services of America, Inc. 4
Keel Point Advisors, LLC 4
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 4
O'ROURKE & COMPANY, Inc 4
Topsail Wealth Management, LLC 4
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 4
Hazelview Securities Inc. 4
G2 Investment Partners Management LLC 4
Arthur Zaske & Associates, LLC 4
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 4
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 4
Prairiewood Capital, LLC 4
Magnolia Wealth Management, LLC 4
PACIFIC SELECT FUND - International Growth Portfolio Class P 4
Grant/GrossMendelsohn, LLC 4
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 4
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares 4
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 4
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 4
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 4
Eagle Bluffs Wealth Management LLC 4
Capital CS Group, LLC 4
Silicon Valley Community Foundation 4
Spurstone Advisory Services, LLC 4
Charter Research & Investment Group, Inc. 4
Nia Impact Advisors, Llc 4
Carl Stuart Investment Advisor, Inc 4
Vega Investment Solutions 4
March Altus Capital Management LP 4
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 4
Crux Wealth Advisors 4
Elefante Mark B 4
Gardiner Nancy B 4
Telemus Investment Management, LLC 4
Saiph Capital, LLC 4
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 4
Olstein Funds 4
Ghost Tree Capital, LLC 4
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 4
Ames National Corp 4
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 4
Triton Wealth Management, PLLC 4
Vivid Financial Management, Inc. 4
Thornburg Income Builder Opportunities Trust 4
Birchcreek Wealth Management, LLC 4
Deuterium Capital Management, LLC 4
Troy Asset Management Ltd 4
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 4
Fortress Wealth Group, LLC 4
TAM Capital Management Inc. 4
Eudaimonia Advisors Llc 4
Watchman Group, Inc. 4
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 4
Quattro Financial Advisors Llc 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 4
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 4
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
440 Investment Group, Llc 4
CastleKnight Management LP 4
Yorkville Capital Management, Llc 4
Morgan Stanley Emerging Markets Fund Inc 4
Sterling Manor Financial, LLC 4
Ambs Investment Counsel Llc 4
Real Talk Capital, LLC 4
HC Advisors, LLC 4
Spectrum Planning & Advisory Services Inc. 4
Uhlmann Price Securities, Llc 4
Western Financial Corporation 4
Disciplined Equity Management, Inc. 4
Settian Capital LP 4
Gruber & Mcbaine Capital Management Llc 4
M. Kulyk & Associates, LLC 4
Itau USA Asset Management Inc. 4
Crake Asset Management LLP 4
Jmac Enterprises Llc 4
Running Point Capital Advisors, LLC 4
HawsGoodwin Investment Management LLC 4
Smithwood Advisers, L.P. 4
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 4
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
Motive Wealth Advisors 4
Strid Group, LLC 4
Galvin, Gaustad & Stein, LLC 4
Rex Capital Advisors, LLC 4
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 4
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 4
Consulta Ltd 4
Concentric Wealth Management, Llc 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
Viewpoint Capital Management LLC 4
Leverage Partners Absolute Return Fund SPC 4
Sage Rock Capital Management LP 4
Paul John Balson 4
Sage Financial Management Group, Inc. 4
Avenue 1 Advisors, LLC 4
Orgel Wealth Management, LLC 4
Durable Capital Partners LP 4
Parkman Healthcare Partners LLC 4
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 4
Blue Rock Wealth Management LLC 4
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 4
Brinton Eaton, Llc 4
Kercheville Advisors, LLC 4
Alta Wealth Advisors LLC 4
Armor Investment Advisors, LLC 4
Hongkou Capital LP 4
Eos Focused Equity Management, L.P. 4
Starboard Value LP 4
Ironwood Wealth Management, Inc. 4
TMD Wealth Management, LLC 4
Advantage Alpha Capital Partners LP 4
Navigation Wealth Management, Inc. 4
Sound Financial Strategies Group, LLC 4
CTF Capital Management, LP 4
Sitrin Capital Management LLC 4
Arlington Financial Advisors, LLC 4
Fermata Advisors, LLC 4
Burling Wealth Partners, Llc 4
Proxima Capital Management, LLC 4
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
StepStone Group LP 4
Stillwater Investment Management, L.P. 4
Alley Co LLC 4
Credo Capital Management, LLC 4
Montis Financial, LLC 4
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 4
HEDJX - ADVISORS SERIES TRUST - Scharf Alpha Opportunity Fund Retail Class 4
Mic Capital Partners (public) (us) Im, Llc 4
Bill & Melinda Gates Foundation Trust 4
First Trust Enhanced Equity Income Fund 4
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 4
Hahn Capital Management Llc 4
Luminist Capital LLC 4
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 4
T2 Partners Management, LP 4
Falcon Point Capital, Llc 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
Juncture Wealth Strategies, Llc 4
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 4
Strategic Family Wealth Counselors, L.L.C. 4
FOINX - Tributary Funds, Inc. - Income Fund Institutional 4
Reliant Investment Partners, LLC 4
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 4
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 4
JHL Capital Group LLC 4
First Citizens Financial Corp 4
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 4
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 4
Blackstone / Gso Senior Floating Rate Term Fund 4
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 4
Trivant Custom Portfolio Group, LLC 4
Pettinga Financial Advisors, LLC 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
Hurlow Wealth Management Group, Inc. 4
Huber Financial Advisors, Llc 4
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 4
Harvest Investment Advisors, LLC 4
Martin Investment Management, LLC 4
Bridge Creek Capital Management LLC 4
United Income, Inc. 4
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 4
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 4
Prairie Sky Financial Group LLC 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 4
Syquant Capital Sas 4
Goodwin Daniel L 4
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 4
United Bank 4
Junson Asset Management (Hong Kong) Ltd 4
Hershey Trust Co 4
Lesa Sroufe & Co 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 4
Eschler Asset Management LLP 4
Addison Clark Management, L.l.c. 4
Gavea Investimentos Ltda 4
Westchester Capital Management, Inc. 4
American Money Management, LLC 4
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 4
Pinnacle West Asset Management, Inc. 4
Benchmark Financial Wealth Advisors, LLC 4
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 4
Endowment Wealth Management, Inc. 4
Hudson Canyon Capital Management 4
Horan Capital Management 4
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 4
Taikang Asset Management (Hong Kong) Co Ltd 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
Armstrong, Fleming & Moore, Inc 4
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 4
Granite Point Capital Management, L.P. 4
Websterrogers Financial Advisors, Llc 4
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 4
swisspartners Ltd. 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
Hillcrest Wealth Advisors - NY, LLC 4
Garrison Point Advisors, Llc 4
North Ridge Wealth Advisors, Inc. 4
Financial Council Asset Management Inc 4
Strata Wealth Advisors, LLC 4
Bluesphere Advisors, LLC 4
Laraway Financial Inc 4
Glendon Capital Management LP 4
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 4
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 4
First Western Capital Management Co 4
Traverso Chambers Private Wealth Management, LLC 4
Barber Financial Group, Inc. 4
Private Wealth Strategies, L.L.C. 4
Slagle Financial, LLC 4
Nichols Asset Management LLC 4
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 4
Limestone Investment Advisors LP 4
Morey & Quinn Wealth Partners, LLC 4
Provident Trust Co 4
Whitaker-Myers Wealth Managers, LTD. 4
Rappaport Reiches Capital Management, LLC 4
FORM Wealth Advisors, LLC 4
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 4
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 4
CALIFORNIA FIRST LEASING Corp 4
Taylor, Cottrill LLC 4
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 4
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 4
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 4
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 4
Boothe Investment Group, Inc. 4
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 4
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 4
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 4
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 4
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 4
Synergy Financial Group, LTD 4
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
Hapanowicz & Associates Financial Services, Inc 4
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 4
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 4
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 4
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 4
Dechtman Wealth Management, LLC 4
Valley Forge Asset Management, Llc 4
Legacy Trust 4
Pwmco Llc 4
Ncm Capital Management Group Inc 4
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 4
Good Steward Wealth Advisors,LLC 4
Tanaka Capital Management Inc 4
MEDI - Harbor ETF Trust - Harbor Health Care ETF 4
Susquehanna Trust & Investment Co 4
Schoolcraft Capital LLC 4
Irving Magee Investment Management 4
Focused Investors LLC 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
Allianz Life Insurance Co Of North America 4
Constant Guidance Financial LLC 4
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 4
Maripau Wealth Management Llc 4
Williams & Novak, LLC 4
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 4
Integrity Capital Management (HK) Ltd 4
Greenlea Lane Capital Management, Llc 4
Shelter Ins Retirement Plan 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 4
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 4
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 4
Westport Asset Management Inc 4
Optima Fund Management Llc 4
Banyan Capital Management, Inc. 4
Blue Chip Wealth Management, Inc. 4
Phoenix Investment Adviser LLC 4
BCR Wealth Strategies, LLC 4
Stewardship Financial Advisors, LLC 4
Farley Capital L.p. 4
Bright Rock Capital Management, Llc 4
CHGX - EA Series Trust - Stance Sustainable Beta ETF 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 4
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 4
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 4
Susquehanna International Securities, Ltd. 4
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 4
Beacon Financial Advisory LLC 4
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 4
Texan Capital Management 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
BIT Capital GmbH 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
Riverloft Capital Management L.P. 4
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 4
Planning Directions Inc 4
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 4
GSG Advisors LLC 4
Bedel Financial Consulting Inc 4
Geduld E E 4
Beirne Wealth Consulting Services, LLC 4
Frisch Financial Group, Inc. 4
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 4
Blackstone / Gso Floating Rate Enhanced Income Fund 4
Sustainable Growth Advisers, LP 4
Black Maple Capital Management LP 4
Lombard Odier & Cie (Canada), Limited Partnership 4
Saxon Interests, Inc. 4
IOO - iSHARES TRUST - iShares Global 100 ETF 4
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 4
DDFG, Inc 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 4
Stokes Capital Advisors, LLC 4
Strategic Advocates LLC 4
Kickstand Ventures, Llc. 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
Gallagher Benefit Services, Inc. 4
Syntax Research, Inc. 4
London & Capital Asset Management Ltd 4
Kite Lake Capital Management (uk) Llp 4
Key Colony Management, LLC 4
Callodine Capital Management, LP 4
MSDMX - MORGAN STANLEY INSTITUTIONAL FUND INC - Sustainable Emerging Markets Portfolio Class R6 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
Sandbox Financial Partners, LLC 4
Beddow Capital Management Inc 4
Second Curve Capital Llc 4
Oldfield Partners LLP 4
Old West Investment Management, LLC 4
Resource Management, LLC 4
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 4
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 4
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF 4
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 4
Horst & Graben Wealth Management LLC 4
E Six Thirteen, Llc 4
Government Cash Management Portfolio 4
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 4
Kellett Schaffner Wealth Advisors LLC 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
Tlwm 4
Alpenglow Capital LP 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 4
Lau Associates Llc 4
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 4
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 4
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 4
Intrinsic Value Partners, LLC 4
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 4
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
Bay Rivers Group 4
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 4
Graphene Investments SAS 4
Montgomery Investment Management Inc 4
Michael & Susan Dell Foundation 4
Ascension Asset Management LLC 4
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 4
Ellenbecker Investment Group 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Boulder Wealth Advisors, LLC 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 4
BCGM Wealth Management, LLC 4
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 4
Apollo Management Holdings GP, LLC 4
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 4
Strait & Sound Wealth Management LLC 4
Paradigm Capital Management, LLC/NV 4
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 4
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 4
CMC Financial Group 4
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 4
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 4
Gateway Wealth Partners, LLC 4
TrueMark Investments, LLC 4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4
Trinity Legacy Partners, LLC 4
KKR Credit Advisors (US) LLC 4
Waterway Wealth Management, LLC 4
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 4
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 4
Miura Global Management, LLC 4
Capital Markets Trading UK LLP 4
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 4
Hall Capital Management Co Inc 4
Ausbil Investment Management Ltd 4
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 4
Bristol John W & Co Inc /ny/ 4
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 4
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 4
Harbour Trust & Investment Management Co 4
Marble Arch Investments, LP 4
BCK Partners, Inc. 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 4
Masso Torrence Wealth Management Inc. 4
CIC Wealth, LLC 4
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 4
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 4
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 4
CORDA Investment Management, LLC. 4
Constitution Capital LLC 4
Veritas Investment Management (UK) Ltd 4
Sagard Holdings Management Inc. 4
Philip James Wealth Mangement, LLC 4
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class 4
GMOIX - GMO TRUST - GMO International Equity Fund Class III 4
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 4
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 4
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 4
Moseley Investment Management Inc 4
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 4
Acorn Financial Advisory Services Inc /adv 4
Strategic Capital Advisers, Inc. 4
2Xideas AG 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
PICTET BANK & TRUST Ltd 4
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 4
Monarch Alternative Capital LP 4
LifePlan Financial, LLC 4
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 4
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 4
PPM Funds - PPM Large Cap Value Fund (Inst) 4
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 4
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 4
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares 4
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 4
Alphinity Investment Management Pty Ltd 4
Wynn Capital, LLC 4
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 4
Andina Capital Management, LLC 4
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
Duquesne Family Office LLC 4
Steele Capital Management, Inc. 4
Patriot Wealth Management, Inc. 4
Cooperatieve Rabobank U.A. 4
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 4
BOS Asset Management, LLC 4
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 4
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 4
Martin Capital Partners, LLC 4
Triple Frond Partners LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 4
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 4
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 4
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 4
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 4
Bell & Brown Wealth Advisors, Llc 4
Perkins Capital Management Inc 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 4
Sonic GP LLC 4
Riversedge Advisors, Llc 4
Jordan Park Group LLC 4
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 4
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 4
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 4
NTB Financial Corp 4
Cleary Gull Holdings Inc. 4
Home Federal Bank Of Tennessee 4
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 4
Udine Wealth Management, Inc. 4
Flow State Investments, L.P. 4
Chancellor Financial Group WB LP 4
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 4
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 4
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 4
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 4
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 4
Precept Management LLC 4
Mason Capital Management Llc 4
Select Asset Management & Trust 4
Aubrey Capital Management Ltd 4
Nicholas Money Market Fund Inc 4
Pegasus Asset Management, Inc. 4
Greenup Street Wealth Management Llc 4
Second Line Capital, LLC 4
Climber Capital SA 4
Objectivity Squared, LLC 4
Gabalex Capital Management LLC 4
Context Capital Management, LLC 4
ORBA Wealth Advisors, L.L.C. 4
Ttp Investments, Inc. 4
Old Mission Capital, Llc 4
Maxwell Wealth Strategies Inc. 4
Northstar Financial Companies, Inc. 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 4
Bigelow Investment Advisors, LLC 4
Ipsen Advisor Group LLC 4
Perry Corp 4
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 4
Managed High Yield Plus Fund Inc 4
Maia Wealth LLC 4
Aviso Wealth Management 4
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 4
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 4
Fort Dearborn Income Securities Inc 4
Mason Investment Advisory Services, Inc. 4
Watershed Private Wealth Llc 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
American Trust Investment Advisors, LLC 4
1858 Wealth Management, Llc 4
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
IFG Advisors, LLC 4
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 4
TFR Capital, LLC. 4
Ulysses Management LLC 4
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 4
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 4
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 4
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 4
Keystone Investors Pte Ltd 4
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 4
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 4
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 4
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 4
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 4
Global Strategic Investment Solutions, LLC 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
WNY Asset Management, LLC 4
David R. Rahn & Associates Inc. 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
Ilex Capital Partners (UK) LLP 4
Dreyfus Manager Funds I 4
Columbia Etf Trust 4
Abrams Bison Investments, Llc 4
Kaydan Wealth Management, Inc. 4
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 4
Allen Wealth Management, Llc 4
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 4
High Ground Investment Management LLP 4
Ranger Investment Management, L.P. 4
Great Waters Wealth Management 4
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 4
Cash Reserve Fund Inc 4
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 4
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 4
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 4
Wolf Hill Capital Management, LP 4
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 4
TPG-AXON Management LP 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 4
Silver Coast Investments LLC 4
Winslow Asset Management Inc 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 4
Lodestar Private Asset Management Llc 4
Hudson Capital Management LLC 4
R. G. Niederhoffer Capital Management Inc 4
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 4
Trium Capital LLP 4
Pacific Sage Partners, LLC 4
Jessup Wealth Management, Inc 4
QSV Equity Investors LLC 4
Lantern Wealth Advisors, LLC 4
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund 4
First Interstate Bancsystem Inc 4
BIGTX - Monteagle Funds - The Texas Fund Class I 4
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 4
Heritage Wealth Management, Inc. /CA/ 4
Kuhn & Co Investment Counsel 4
KKM Financial LLC 4
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 4
Spero-smith Investment Advisers Inc /oh 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Family Wealth Group, LLC 4
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 4
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 3
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio 3
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 3
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares 3
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 3
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 3
Guardian Variable Products Trust - Guardian International Growth VIP Fund 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 3
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
Aspen Capital Management, LLC 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
MACEX - Legg Mason Global Asset Management Trust - Martin Currie Emerging Markets Fund Class A 3
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 3
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
REMVX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class I 3
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 3
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 3
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 3
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 3
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 3
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 3
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 3
MFOCX - Marsico Investment Fund - Marsico Focus Fund 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
WAEMX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Small Cap Fund Investor Class shares 3
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 3
Anb Bank 3
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 3
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 3
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 3
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 3
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 3
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 3
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
SDBNX - SCHRODER SERIES TRUST - Schroder Short Duration Bond Fund Investor Shares 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 3
OBCHX - OBERWEIS FUNDS - Oberweis China Opportunities Fund Investor Class 3
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 3
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 3
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 3
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 3
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 3
Aberdeen Funds - Aberdeen Income Builder Fund Class A 3
BJBIX - ABERDEEN INVESTMENT FUNDS - Aberdeen Select International Equity Fund Class A 3
GOPAX - Aberdeen Funds - Aberdeen China A Share Equity Fund Class A 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I 3
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 3
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 3
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 3
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 3
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 3
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 3
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 3
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 3
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 3
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 3
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 3
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 3
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund 3
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 3
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 3
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
FCHSX - FIDELITY CONCORD STREET TRUST - Fidelity Advisor Event Driven Opportunities Fund Class A 3
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 3
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 3
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 3
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 3
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 3
HAISX - HARBOR FUNDS - Harbor International Small Cap Fund Institutional Class 3
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 3
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 3
Wills Financial Group LLC 3
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 3
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 3
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 3
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 3
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 3
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 3
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 3
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 3
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 3
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 3
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 3
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 3
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 3
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 3
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 3
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 3
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 3
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 3
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 3
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 3
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 3
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 3
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 3
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 3
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 3
SDVAX - SUNAMERICA SERIES, INC. - AIG Select Dividend Growth Fund A Shares 3
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 3
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio 3
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y 3
CAJAX - Columbia Funds Series Trust II - Columbia Contrarian Asia Pacific Fund Class A 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 3
Private Wealth Advisors, LLC 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 3
Blackrock Dividend Income Trust 3
XT - iSHARES TRUST - iShares Exponential Technologies ETF 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
Investment Partners Asset Management, Inc. 3
Meyers Capital Investments Trust 3
OneAscent Investment Solutions LLC 3
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 3
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 3
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 3
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 3
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 3
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 3
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 3
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 3
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 3
Plaisance Capital LLC 3
Aip Series Trust 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
Berwyn Funds 3
Schroder Capital Funds (delaware) 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
New England Guild Wealth Advisors, Inc. 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 3
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 3
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 3
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 3
Salt Funds Trust 3
Davide Leone & Partners Investment Co Ltd. 3
Wesleyan Assurance Society 3
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 3
Tolleson Wealth Management, Inc. 3
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 3
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 3
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 3
Atwater Malick LLC 3
Sassicaia Capital Advisers Llc 3
Cohanzick Management, Llc 3
Perry Creek Capital Lp 3
Shepard Gregory M 3
ERn Financial, LLC 3
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class 3
D1 Capital Partners L.P. 3
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 3
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 3
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 3
ADVGX - Investment Managers Series Trust - Advisory Research All Cap Value Fund 3
American Financial Advisors, LLC 3
Campbell Capital Management Inc 3
DeepCurrents Investment Group LLC 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
Lehman & Derafelo Financial Resources LLC 3
Nishkama Capital, LLC 3
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 3
Toms Capital Investment Management Lp 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
Total Wealth Planning, Llc 3
Financial Advisors, LLC 3
Alphabet Inc. 3
Unified Trust Company, N.A. 3
Wolff Financial Management Llc 3
Pacific Wealth Strategies Group, Inc. 3
Compton Wealth Advisory Group, LLC 3
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 3
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 3
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 3
Shoals Capital Management Lp 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
Velanne Asset Management Ltd 3
Voit & Company, Llc 3
RHS Financial, LLC 3
Triad Investment Management 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 3
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 3
Gantzert Investment Co Llc /adv 3
Questar Asset Management, Inc. 3
Valtinson Bruner Financial Planning LLC 3
Metropolis Capital Ltd 3
VERITY Wealth Advisors 3
MACRO Consulting Group 3
AltraVue Capital, LLC 3
Elm Partners Management LLC 3
Hillhouse Capital Advisors, Ltd. 3
American Beacon Apollo Total Return Fund 3
TRH Financial, LLC 3
Aurora Investment Managers, LLC. 3
S.E.E.D. Planning Group LLC 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
XIDV - Franklin Templeton ETF Trust - Franklin International Dividend Multiplier Index ETF 3
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 3
Providence Wealth Advisors, LLC 3
Loveless Wealth Management LLC 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 3
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 3
Professional Planning 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 3
Greenhaven Road Investment Management, L.P. 3
AREX Capital Management, LP 3
Peninsula Wealth, LLC 3
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 3
Acuitas Investments, LLC 3
Wells Trecaso Financial Group, LLC 3
Performa Ltd (US), LLC 3
Exor Capital LLP 3
Sander Capital Advisors Inc 3
Sturgeon Ventures LLP 3
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 3
FPOMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2021 Fund Advisor Class 3
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 3
General Equity Holdings LP 3
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 3
APCM Wealth Management for Individuals 3
Smart Money Group LLC 3
Towerpoint Wealth, LLC 3
Financial Partners Group, Inc 3
Blue Pool Management Ltd. 3
Aristotle Atlantic Partners, Llc 3
Cerrano Capital Management Lp 3
Clifford Capital Partners Llc 3
Harborview Advisors, LLC 3
RiverGlades Family Offices LLC 3
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 3
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 3
Lunia Capital Lp 3
Oak Asset Management, LLC 3
John W. Brooker & Co., CPAs 3
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 3
Prism Advisors, Inc. 3
MayTech Global Investments, LLC 3
Rainey & Randall Investment Management Inc. 3
Derby & Company, Inc 3
Eldridge Investment Advisors, Inc. 3
Successful Portfolios LLC 3
Nikulski Financial, Inc. 3
AMS Capital Ltda 3
Biechele Royce Advisors 3
Retirement Income Solutions, Inc 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
Touchstone Investment Trust 3
Pacholder High Yield Fund Inc 3
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 3
Wakefield Alternative Series Trust 3
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 3
Morgan Creek Global Equity Long/short Institutional Fund 3
HOLBX - HOLLAND SERIES FUND INC - Holland Balanced Fund 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
FSMIX - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO - FRANKLIN STRATEGIC MORTGAGE PORTFOLIO Class A1 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 3
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 3
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
Eaton Vance High Income 2021 Target Term Trust 3
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
Cg Funds Trust 3
KFA Private Wealth Group, LLC 3
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 3
Cash Account Trust 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
Central & Eastern Europe Fund, Inc. 3
Ares Dynamic Credit Allocation Fund, Inc. 3
Aberdeen Japan Equity Fund, Inc. 3
GQETX - GMO TRUST - GMO Quality Fund Class III 3
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 3
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 3
Oppenheimer Dividend Opportunity Fund 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
Benchmark Wealth Management, LLC 3
Avenue Income Credit Strategies Fund 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 3
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 3
First Trust Specialty Finance & Financial Opportunities Fund 3
INDA - iSHARES TRUST - iShares MSCI India ETF 3
Eaton Vance California Municipal Income Trust 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 3
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 3
NCEAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Greater China Equity Fund Class A 3
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 3
VNJTX - VANGUARD NEW JERSEY TAX-FREE FUNDS - Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Beaumont Asset Management, L.L.C. 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
Oppenheimer Global High Yield Fund 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 3
BRUFX - Bruce Fund Inc - Bruce Fund 3
Strongvest Etf Trust 3
Apollo Senior Floating Rate Fund Inc. 3
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 3
Apollo Tactical Income Fund Inc. 3
Plan Investment Fund Inc 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
Cairn Investment Group, Inc. 3
Ikarian Capital, LLC 3
Spreng Capital Management, Inc. 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 3
PBMares Wealth Management LLC 3
Aspex Management (HK) Ltd 3
Integer Wealth Advisors Group LLC 3
Chronos Wealth Management, LLC 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
First Trust/aberdeen Emerging Opportunity Fund 3
Aufman Associates Inc 3
National Investment Services of America, LLC 3
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 3
Invesco Bldrs Index Funds Trust 3
Nuveen High Income 2023 Target Term Fund 3
Clarity Wealth Advisors, LLC 3
BCS Wealth Management 3
Crumly & Associates Inc. 3
Verde Capital Management 3
Indie Asset Partners, LLC 3
Cohen & Steers Closed-end Opportunity Fund, Inc. 3
Bridgewealth Advisory Group, LLC 3
Copperleaf Capital, LLC 3
Stewardship Advisors, LLC 3
Mizuho Markets Cayman LP 3
Aberdeen Chile Fund, Inc. 3
Bank of Marin 3
Soros Capital Management Llc 3
Blue Zone Wealth Advisors, LLC 3
Seascape Capital Management 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 3
Watsa V Prem Et Al 3
Berry Group, Llc 3
Hillman Capital Management, Inc. 3
Fure Financial Corp 3
Monaco Asset Management SAM 3
Nuveen High Income December 2018 Target Term Fund 3
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Brookfield Real Assets Income Fund Inc. 3
Dendur Capital Lp 3
Blue Grotto Capital, LLC 3
Anglepoint Asset Management, Ltd. 3
Atlas Principals, LLC 3
Nuveen High Income December 2019 Target Term Fund 3
Nuveen Credit Opportunities 2022 Target Term Fund 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
Kerntke Otto McGlone Wealth Management Group 3
FPA FUNDS TRUST - FPA International Value Fund 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
Adams Chetwood Wealth Management LLC 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
360 Financial, Inc. 3
Insight Wealth Partners, LLC 3
American Institute for Advanced Investment Management, LLP 3
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 3
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O 3
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 3
Voya Senior Income Fund 3
Affinity Capital Advisors, LLC 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Sanibel Captiva Investment Advisers, Inc. 3
Select Equity Group Inc 3
Templeton Emerging Markets Fund 3
Madison Scottsdale, LC 3
FBR & Co. 3
Sycale Advisors (NY) LLC 3
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
PGVFX - FORUM FUNDS - Polaris Global Value Fund 3
DRIPX - MP63 FUND INC - MP63 Fund 3
TT International Asset Management LTD 3
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 3
Oppenheimer Capital Appreciation Fund 3
Oppenheimer Limited-term Bond Fund 3
Wellspring Financial Advisors, LLC 3
FMIFX - FMI FUNDS INC - FMI International Fund II - Currency Unhedged Institutional Class 3
Atalaya Capital Management LP 3
Sixth Street Partners Management Company, L.P. 3
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 3
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 3
MTCGX - M FUND INC - M Large Cap Growth Fund 3
Mhi Funds, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I 3
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 3
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 3
Brickley Wealth Management 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
Milestone Resources Group Ltd 3
BRTNX - PFS FUNDS - Bretton Fund 3
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 3
LKFIX - LKCM Funds - LKCM Fixed Income Fund 3
White Lighthouse Investment Management Inc. 3
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 3
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 3
Newport Trust Co 3
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares 3
Turim 21 Investimentos Ltda. 3
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
TRFAX - Northern Lights Fund Trust - Patriot Fund Class A Shares 3
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 3
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
ARSFX - Investment Managers Series Trust - Aristotle International Equity Fund Class I 3
HGC Investment Management Inc. 3
Cruiser Capital Advisors, Llc 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 3
GAADX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Asia Pacific Dividend Builder Fund 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 3
Aldebaran Capital, Llc 3
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
Staton Financial Advisors, Llc 3
Lindner Carl H Iii 3
Blankinship & Foster, LLC 3
CEXAX - MUTUAL FUND SERIES TRUST - Camelot Excalibur Small Cap Income Fund Class A 3
A3 Alternative Credit Fund 3
EPIQ Capital Group, LLC 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 3
Matthew Goff Investment Advisor, LLC 3
P-Solve Investments Ltd 3
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 3
EICVX - FundVantage Trust - EIC Value Fund Class A 3
Dunvegan Associates, Inc. 3
BlueSky Wealth Advisors, LLC 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
Security Asset Management 3
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 3
Heritage Way Advisors, LLC 3
Biegel & Waller Llc 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 3
Round Hill Asset Management 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 3
Jafra Capital Management LP 3
Vantage Financial Partners Ltd., Inc. 3
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D 3
Crawford Fund Management, LLC 3
ESSIX - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock Fund Class I Shares 3
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 3
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 3
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 3
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 3
Gobi Capital Llc 3
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund 3
Empire Life Investments Inc. 3
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 3
LeJeune Puetz Investment Counsel LLC 3
Hartree Partners, LP 3
Arxis Securities Llc 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
Boulder Growth & Income Fund 3
KOIN - EXCHANGE TRADED CONCEPTS TRUST - Innovation Shares NextGen Protocol ETF 3
Steginsky Capital Llc 3
Optima Capital Llc 3
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 3
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 3
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 3
Bowie Capital Management, LLC 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
Covenant Asset Management, LLC 3
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund 3
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class 3
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 3
Riverpoint Wealth Management Holdings, LLC 3
GFI Investment Counsel Ltd. 3
Tandem Investment Advisors, Inc. 3
Claris Financial LLC 3
Courant Investment Management LLC 3
Welch Investments, LLC 3
Global Frontier Investments LLC 3
GWM Asset Management Ltd 3
Westend Partners Lp 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
BigSur Wealth Management LLC 3
Walkner Condon Financial Advisors LLC 3
VanEck Funds 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 3
Trent Capital Management Inc /nc/ 3
Country Fund Management 3
Rushmore Investment Advisors, Inc. 3
GETCO Holding Company, LLC 3
TELEMUS BEACON INVESTMENT Co LLC 3
Robinson Value Management, Ltd. 3
ELCO Management Co., LLC 3
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 3
Angel Oak Dynamic Financial Strategies Income Term Trust 3
FC Advisory LLC 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 3
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares 3
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 3
Baring International Investment Ltd 3
Five Oceans Asset Management LTD 3
Ota Llc 3
Roaring Blue Lion Capital Management, L.P. 3
Lewis Capital Management, Llc 3
One Day In July LLC 3
Foresters Asset Management Inc. 3
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF 3
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 3
Fairbanks Capital Management, Inc. 3
LaSalle Street Capital Management, LLC 3
Lane Five Capital Management, LP 3
Wood Investment Counsel LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
Bmi Capital Corp 3
Grey Owl Capital Management, LLC 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
Qs Legg Mason Global Asset Allocation, Llc 3
White River Investment Partners, LLC 3
Castlerock Asset Management Inc 3
Codex Capital, L.L.C. 3
Columbia Capital Llc 3
Alden Global Capital Ltd 3
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
INDF - EXCHANGE TRADED CONCEPTS TRUST - Nifty India Financials ETF 3
Perennial Investment Partners LTD 3
LifePro Asset Management 3
Karfunkel Leah 3
4J Wealth Management LLC 3
Parker Investment Management, LLC 3
Caliber Wealth Management, Llc 3
Oxinas Partners Wealth Management LLC 3
Eclectic Associates Inc /adv 3
Bennett Selby Investments Lp 3
Solitude Financial Services 3
Good Harbor Financial, LLC 3
Harbor Group, Inc. 3
Blossom Wealth Management 3
Argonaut Capital Management Corp 3
Account Management LLC 3
TruWealth Advisors, LLC 3
Fiduciary Wealth Partners, LLC 3
Delaney Dennis R 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
Rosenblum Silverman Sutton S F Inc /ca 3
Newton One Investments LLC 3
Sandell Investment Services LLC 3
Quaker Capital Investments, LLC 3
Dash Acquisitions Inc. 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
Cortland Advisers Llc 3
Green Valley Investors Llc 3
Falcon Wealth Planning 3
Glovista Investments LLC 3
Peak Financial Advisors Llc 3
Touchstone Capital, Inc. 3
Act Wealth Management, Llc 3
Valley Forge Investment Consultants Inc Adv 3
Bond & Devick Financial Network, Inc. 3
Wealth Management Partners, LLC 3
Bordeaux Wealth Advisors LLC 3
Unison Asset Management LLC 3
Goepper Burkhardt LLC 3
Financial Planning & Information Services, Inc. 3
Merion Investment Management LP 3
Levy Wealth Management Group, LLC 3
Connolly Sarah T. 3
Oakwell Private Wealth Management, LLC 3
Divergent Planning, LLC 3
Collective Family Office Llc 3
Brown Financial Advisory 3
AAFCPAs Wealth Management, LLC 3
Tsai Capital Corp 3
Arctis Global LLC 3
Thrax Management, LLC 3
B&D White Capital Company, LLC 3
Maiden Holdings, Ltd. 3
Immersion Capital LLP 3
Nixon Capital, LLC 3
Asset Planning Corporation 3
Montage Investments, Llc 3
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 3
Wealthspring Capital LLC 3
Signature Wealth Management Partners, LLC 3
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF 3
Ascendant Capital Management, LLC 3
Red Wave Investments LLC 3
Kingstown Capital Management L.p. 3
WC Walker & Associates, Inc. 3
Purus Wealth Management, LLC 3
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 3
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF 3
Tranquilli Financial Advisor LLC 3
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 3
Bridge Advisory, LLC 3
Williams Financial, LLC 3
Curran Financial Partners, LLC 3
Prosiris Capital Management LP 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
Geier Asset Management, Inc. 3
Vernier Capital Partners, Lp 3
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 3
Slate Path Capital LP 3
Maplelane Capital, Llc 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
KG Funds Management LLC 3
SeaStone Capital Management, L.P. 3
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 3
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
High Pines Wealth Management, LLC 3
Hitchwood Capital Management LP 3
Arlington Value Capital, LLC 3
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
Mosaic Advisors LLC 3
Central Asset Investments & Management Holdings (HK) Ltd 3
Wilkinson Global Asset Management LLC 3
HGI Capital Management, LLC 3
First Bancorp, Inc /ME/ 3
Camden National Corp 3
New England Private Wealth Advisors LLC 3
Bernicke Wealth Management, Ltd. 3
Union Heritage Capital, LLC 3
Cornerstone Wealth Advisors, Inc. 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 3
Anandar Capital Management LP 3
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 3
Institutional Capital Llc 3
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3
Family Legacy Financial Solutions, LLC 3
Bandera Partners LLC 3
Bow Street, Llc 3
Newport Capital Group, LLC 3
Financial Consulate Inc. 3
Soviero Asset Management, LP 3
Night Owl Capital Management, LLC 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - 3
Springowl Associates Llc 3
Pine Brook Road Advisors, L.P. 3
VIOPX - VALIC Co I - International Opportunities Fund 3
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Lennar Corp /new/ 3
Yahoo Inc 3
Pinnacle Wealth Management Group, Inc. 3
HFR Wealth Management, LLC 3
Alistair Capital Management, L.L.C. 3
Cherry Creek Investment Advisors, Inc. 3
Klk Capital Management Llc 3
Omni Partners US LLC 3
Khrom Capital Management Llc 3
Sante Capital Fund, LP 3
Lynwood Capital Management Inc. 3
Alliance Wealth Management Group 3
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 3
Soroban Capital Partners LP 3
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
Riversville Capital, Inc. 3
blooom, inc. 3
DW Partners, LP 3
Shellback Capital, LP 3
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 3
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
Edmond De Rothschild Asset Management (luxembourg) 3
Darrell & King Llc 3
Boxwood Ventures, Inc. 3
Peak Financial Management, Inc. 3
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 3
Presper Financial Architects, LLC 3
Sab Capital Management Lp 3
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares 3
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 3
Siguler Guff Advisers, Llc 3
Whelan Financial 3
Lord Abbett Developing Growth Fund, Inc. 3
Bracebridge Capital, LLC 3
Centered Wealth LLC dba Miller Equity Capital Advisors 3
Dentgroup LLC 3
Tpg Gp A, Llc 3
Guardian Financial Partners, LLC 3
Heirloom Wealth Management 3
Austin Asset Management Co Inc 3
Candlewood Investment Group, LP 3
Leeward Financial Partners, LLC 3
Buttonwood Financial Advisors Inc. 3
Vahanian & Associates Financial Planning Inc. 3
RenaissanceRe Ventures Ltd. 3
Conrad Siegel Investment Advisors, Inc. 3
Midwest Heritage Bank, FSB 3
Evermore Global Advisors, LLC 3
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 3
Lee Johnson Capital Management, Llc 3
MDE Group 3
GoalFusion Wealth Management, LLC 3
Glenview State Bank Trust Dept. 3
Renaissance Capital LLC 3
Cherrydale Wealth Management, Llc 3
Philadelphia International Advisors Lp 3
Laidlaw Group, LLC 3
DB Fitzpatrick & Co, Inc 3
Phraction Management LLC 3
Zimmermann Investment Management & Planning Llc 3
Forefront Wealth Management Inc. 3
Bayshore Asset Management, Llc 3
Boltwood Capital Management 3
Vista Finance, Llc 3
Pinnacle Private Wealth, LLC 3
Capital Market Strategies LLC 3
Sovereign Investment Advisors, LLC 3
Keb Asset Management, Llc 3
Stegent Equity Advisors, Inc. 3
Wealthstream Advisors, Inc. 3
New Perspectives, Inc 3
Bancreek Capital Management, LP 3
Beecher Investors Inc 3
Custos Family Office, LLC 3
Capitol Family Office, Inc. 3
Dixon Fnancial Services, Inc. 3
Caerus Investment Advisors, LLC 3
Abeille Asset Management Sa 3
Mount Capital Ltd 3
Charles Schwab Investment Advisory, Inc. 3
Seven Post Investment Office LP 3
PCG Wealth Advisors, LLC 3
Cardinal Point Wealth Management Partners, LLC 3
Unionview, Llc 3
Collaborative Wealth Managment Inc. 3
Ramsay, Stattman, Vela & Price, Inc. 3
Weatherstone Capital Management 3
Lombard Odier Transatlantic, Limited Partnership 3
Aspire Capital Advisors LLC 3
Treynor Bancshares, Inc. 3
Investment Advisory Group, LLC 3
Sarbit Advisory Services Inc. 3
Horizon Family Wealth, Inc. 3
Alydar Partners Llc 3
Bryant Woods Investment Advisors, LLC 3
Wilson & Boucher Capital Management, LLC 3
Unconventional Investor, LLC 3
Gordian Capital Singapore Pte Ltd 3
Andalusian Capital Partners, Lp 3
626 Financial, LLC 3
Keystone Wealth Services, LLC 3
Financial Planners of Cleveland, Inc. 3
Whitefort Capital Management, LP 3
Fayerweather Charles 3
Horizon Wealth Management, LLC 3
Vetamer Capital Management, L.p. 3
Audent Global Asset Management, LLC 3
Kidder Stephen W 3
J.P. Marvel Investment Advisors, LLC 3
Repertoire Partners LP 3
CV Advisors LLC 3
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 3
VeriStar Capital Management LP 3
Morris Financial Concepts, Inc. 3
Awm Capital, Llc 3
Planning Center, Inc. 3
Spinnaker Investment Group, LLC 3
Financial Futures Ltd Liability Co. 3
Monolith Advisors 3
American Economic Planning Group Inc /adv 3
BSN Capital Partners Ltd 3
Omni Event Management Ltd 3
Future Fund LLC 3
Family CFO Inc 3
Vance Wealth, Inc. 3
Graham Holdings Co Master Retirement Trust 3
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
Compass Financial Advisors Llc 3
Guinness Asset Management LTD 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Underhill Investment Management Llc 3
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 3
Pyrrho Capital Management, LP 3
Vienna Asset Management LLC 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Key Client Fiduciary Advisors, LLC 3
Weatherbie Capital, Llc 3
Security Financial Services, INC. 3
Clay Northam Wealth Management, LLC 3
Integrity Financial Corp /WA 3
Kinsight, LLC 3
BKIS - BNY Mellon ETF Trust - BNY Mellon Sustainable International Equity ETF 3
Makena Capital Management Llc 3
BNIVX - Advisors' Inner Circle Fund III - BARROW HANLEY INTERNATIONAL VALUE FUND I Shares 3
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 3
American Assets Inc 3
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 3
Reilly Herbert Faulkner III 3
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 3
NewFocus Financial Group, LLC 3
Magellan Asset Management Ltd 3
DHK Financial Advisors, Inc. 3
Reservoir Operations, L.P. 3
Mayport, Llc 3
Objective Capital Management, LLC 3
RWWM, Inc. 3
RobecoSam USA, Inc. 3
Private Harbour Investment Management & Counsel, LLC 3
Grace Brothers Management Llc 3
Nvest Financial, LLC 3
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 3
Brandywine Trust Co 3
BKA Wealth Consulting, Inc. 3
Sensato Investors LLC 3
West Wealth Group, LLC 3
Powers Advisory Group, LLC 3
Alley Investment Management Company, LLC 3
Cladis Investment Advisory, LLC 3
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 3
Alpha Square Group S, LLC 3
Cacti Asset Management Llc 3
Centre Asset Management, LLC 3
Stillwater Investment Management, LLC 3
Hutchens & Kramer Investment Management Group, LLC 3
Rosenbaum Jay D. 3
Nexus Investment Management ULC 3
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 3
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 3
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 3
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 3
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 3
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 3
Presidio Capital Management, LLC 3
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 3
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 3
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 3
Obsidian Personal Planning Solutions LLC 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
Conestoga Capital Advisors, LLC 3
Sanford Advisory Services, LLC 3
P.R. Herzig & Co. Inc. 3
Cumberland Advisors Inc 3
Bonness Enterprises Inc 3
Drake & Associates, LLC 3
Boulegeris Investments, Inc. 3
Intrepid Financial Planning Group LLC 3
W Advisors, Llc 3
Hamlin Capital Management, LLC 3
Oakwood Capital Management Llc/ca 3
Fcm Investments/tx 3
REVAX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class A 3
UDI - USCF ETF Trust - USCF Dividend Income Fund 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 3
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 3
Consolidated Investment Group LLC 3
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 3
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares 3
Taylor Frigon Capital Management LLC 3
M3F, Inc. 3
Axim Planning & Wealth 3
Winslow Capital Management, LLC 3
Bridgewater Wealth & Financial Management, LLC 3
Daniel Devine & Co 3
James J. Burns & Company, LLC 3
Three Bridge Wealth Advisors, LLC 3
Cresta Advisors, Ltd. 3
Sea Otter Advisors LLC 3
Neumann Capital Management, LLC 3
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF 3
MCH - MATTHEWS INTERNATIONAL FUNDS - Matthews China Active ETF 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 3
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares 3
Kfg Wealth Management, Llc 3
Crescent Sterling, Ltd. 3
Unique Wealth, Llc 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
Jetstream Capital LLC 3
GEM Asset Management, LLC 3
Biglari, Sardar 3
Meredith Wealth Planning 3
SP Asset Management LLC 3
Bain Capital Credit, LP 3
Integris Wealth Management, LLC 3
CPA Asset Management LLC 3
Brainard Capital Management LLC 3
River Street Advisors LLC 3
Millington Financial Advisors, LLC 3
WealthSpring Partners, LLC 3
STAR Financial Bank 3
Summit Wealth Group Llc / Co 3
Financial & Tax Architects, LLC 3
Lwmg, Llc 3
Financial Partners Group, LLC 3
Stewart West Indies Trading Co., Ltd 3
WS Portfolio Advisory, LLC 3
Heritage Wealth Partners, LLC 3
Metropolitan Capital Advisors Inc 3
Cora Capital Advisors Llc 3
Worth Financial Advisory Group, LLC 3
Tang Capital Management Llc 3
Harbourvest Partners Llc 3
Argyle Capital Partners, LLC 3
Dudley Capital Management, Llc 3
Whitford Management LLC 3
Charles Stewart Mott Foundation 3
Templeton & Phillips Capital Management, LLC 3
Oak Hill Wealth Advisors, Llc 3
Lucas Capital Management 3
Caden Capital Partners, Lp 3
New Century Advisors, LLC 3
Brogan Financial, Inc. 3
Rf&l Wealth Management, Llc 3
Millie Capital Management, Llc 3
Family Capital Trust Co 3
Legacy Financial Group, Inc. 3
Talisman Wealth Advisors LLC 3
Kraft, Davis & Associates, LLC 3
Talbot Financial, LLC 3
Asset Allocation Strategies LLC 3
Alpha Financial Partners, LLC 3
Sterling Group Wealth Management, LLC 3
Foundation Wealth Management, LLC 3
Private Wealth Advisors, Inc. 3
Albert D Mason Inc 3
Tandem Wealth Advisors LLC 3
Macnealy Hoover Investment Management Inc 3
Roanoke Asset Management Corp/ Ny 3
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 3
Cascade Investment Group, Inc. 3
Armstrong Henry H Associates Inc 3
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 3
Trustco Bank Corp N Y 3
Flagstone Financial Management 3
Blue Fin Capital, Inc. 3
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 3
Windward Capital Management Co /ca 3
Kopp Investment Advisors Llc 3
Alpha Financial Advisors, LLC 3
Midwest Financial Group LLC 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
Resolute Wealth Strategies, LLC 3
Weybosset Research & Management Llc 3
Brown Shipley& Co Ltd 3
Financial Advisory Group 3
Abacus Wealth Partners, LLC 3
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund 3
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 3
Chou Associates Management Inc. 3
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 3
Compass Capital Management, Inc 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
DCVCX - FundVantage Trust - Dupont Capital Value Creators Large Cap Fund Class I 3
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 3
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 3
Sweeney & Michel, Llc 3
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 3
Lazari Capital Management, Inc. 3
Whetstone Capital Advisors, LLC 3
Kingdom Financial Group LLC. 3
Corundum Trust Company, INC 3
Belfer Management LLC 3
Banta Asset Management Lp 3
Hill Investment Group Partners, LLC 3
PFW Advisors LLC 3
Invenio Wealth Partners Llc 3
Northeast Financial Group, Inc. 3
Somerset Group LLC 3
Silchester International Investors LLP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 3
Sterling Financial Group, Inc. 3
ECML - EA Series Trust - Euclidean Fundamental Value ETF 3
Corrigan Financial, Inc. 3
Silvia Mccoll Wealth Management, Llc 3
Meritas Wealth Management, LLC 3
Glynn Capital Management Llc 3
CJM Wealth Advisers, Ltd. 3
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 3
Mcglinn Capital Management Inc 3
Edmond De Rothschild (italia) Sgr Spa 3
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 3
Inspirion Wealth Advisors, Llc 3
S. R. Schill & Associates 3
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 3
Financial Advisory Partners, Llc 3
Borer Denton & Associates, Inc. 3
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund 3
Letson Investment Management, Inc. 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
TAMRO Capital Partners LLC 3
Tieton Capital Management, LLC 3
Harbour Investment Management Llc 3
Mcdaniel Terry & Co 3
Dillon & Associates Inc 3
Ballast Asset Management, LP 3
Progressive Investment Management Corp 3
Income Research & Management 3
Savoie Capital LLC 3
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 3
ADVE - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Dividend Active ETF 3
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
Bruce & Co., Inc. 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 3
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 3
Silverback Asset Management Llc 3
Sprucegrove Investment Management Ltd 3
STXT - EA Series Trust - Strive Total Return Bond ETF 3
Southland Equity Partners LLC 3
DME Capital Management, LP 3
Leibman Financial Services, Inc. 3
Zevenbergen Capital Investments Llc 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Precedent Wealth Partners, Llc 3
Traveka Wealth, LLC 3
Capital Management Associates, Inc 3
One Wealth Management Investment & Advisory Services, LLC 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
Asymmetry Capital Management, L.P. 3
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 3
Concourse Capital Management, LLC 3
Priebe Wealth Holdings LLC 3
Wooster Corthell Wealth Management, Inc. 3
Goldman Sachs Asset Management, L.p. 3
Opinicus Capital, Inc. 3
Eagle Wealth Strategies Llc 3
NCM Capital Advisers, Inc. 3
Breed's Hill Capital LLC 3
Partnership Wealth Management, LLC 3
Integrity Wealth Solutions LLC 3
North Dallas Bank & Trust Co 3
BARING ASSET MANAGEMENT Ltd 3
Anthracite Investment Company, Inc. 3
Boomfish Wealth Group, LLC 3
Crossvault Capital Management LLC 3
Loudon Investment Management, LLC 3
Halter Ferguson Financial Inc. 3
JPL Wealth Management, LLC 3
Timpani Capital Management LLC 3
Sar Wealth Management Group, Llc 3
BOCHK Asset Management Ltd 3
NorthStar Asset Management LLC /NJ/ 3
OV Management LLC 3
Clear Rock Advisors, LLC 3
Darden Wealth Group Inc 3
MN Wealth Advisors, LLC 3
Up Strategic Wealth Investment Advisors Llc 3
Victory Financial Group, Llc 3
Rollins Financial Advisors, LLC 3
ROI Financial Advisors, LLC 3
Van Berkom & Associates Inc. 3
Evercore Trust Company, N.A. 3
ADAR1 Capital Management, LLC 3
Exome Asset Management LLC 3
Inspire Trust Co, N.a. 3
Elevate Wealth Advisory, Inc 3
Bulltick Wealth Management, LLC 3
Optimist Retirement Group LLC 3
Unisphere Establishment 3
Stuyvesant Capital Management 3
Secured Retirement Advisors, Llc 3
Sterling Wealth Management, Inc. 3
First Fiduciary Investment Counsel, Inc. 3
Fishman Jay A Ltd/mi 3
GLOBALT Investments LLC / GA 3
Clarity Capital Partners LLC 3
Wealth Forward, LLC 3
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares 3
Forthright Family Wealth Advisory LLC 3
Northroad Capital Management Llc 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
Independent Investors Inc 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
Muirfield Wealth Advisors Llc 3
Rail-Splitter Capital Management, LLC 3
Hugh Johnson Advisors LLC 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
VIDGX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Growth Fund Investor Shares 3
IMZ Advisory Inc 3
Promethos Capital, LLC 3
Granite Group Advisors, LLC 3
Pine Harbor Wealth Management, LLC 3
Opus Investment Management Inc 3
DLK Investment Management, LLC 3
Courage Miller Partners, LLC 3
Foguth Wealth Management, LLC. 3
Edge Financial Advisors LLC 3
Gray Private Wealth, LLC 3
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 3
Focused Investors Fund L P 3
Fund Evaluation Group, LLC 3
Haverford Financial Services, Inc. 3
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 3
George Kaiser Family Foundation 3
De Lisle Partners LLP 3
Boston Research & Management Inc 3
Coordinated Financial Services, Inc./CO 3
Agran Libbie 3
Boston Mountain Money Management Inc 3
Summit Capital Management Llc 3
Absolute Gestao de Investimentos Ltda. 3
Mosaic Financial Group, Llc 3
Prairie Wealth Advisors, Inc. 3
Watts Gwilliam & Co., LLC 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 3
MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF 3
Gendell Jeffrey L 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
City Of London Investment Management Co Ltd 3
KEAT - EA Series Trust - Keating Active ETF 3
Contrarian Capital Management, L.l.c. 3
Martin & Co Inc /tn/ 3
South Street Advisors LLC 3
City Center Advisors, LLC 3
Farrell Financial LLC 3
Sage Capital Management, LLC 3
Arbor Capital Management Llc 3
Leslie Global Wealth, LLC 3
Girard Securities, Inc. 3
Fairfield Financial Advisors, LTD 3
Black Point Wealth Management 3
Permit Capital, LLC 3
Capital Advantage, Inc. 3
Drucker Wealth 3.0, LLC 3
Orion Investment Co 3
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF 3
Piper Jaffray Companies 3
Cornerstone Capital Management Llc 3
Carrera Capital Advisors 3
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
American Century Investment Management Inc 3
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 3
NCP Inc. 3
Summit Wealth Partners, LLC 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
STXI - EA Series Trust - Strive International Developed Markets ETF 3
Mirabaud & Cie SA 3
Bernzott Capital Advisors 3
Keeler & Nadler Financial Planning & Wealth Management 3
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 3
Bretton Capital Management, LLC 3
Optivise Advisory Services LLC 3
Taylor Hoffman Capital Management LLC 3
Cannon Advisors, Inc. 3
High Probability Advisors, LLC 3
Abrams Capital Management, L.p. 3
Cornerstone Advisors Asset Management, Inc 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
Buckingham Capital Management Inc 3
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 3
Tudor Financial Inc. 3
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
Frontier Capital Management Co Llc 3
New World Fund Inc 3
Richmond Hill Investment Co., LP 3
Richmond Hill Investments, LLC 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
Blue Ridge Capital, L.L.C. 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 3
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 3
Ancient Art, L.P. 3
Strathmore Capital Advisors, Inc. 3
Kieckhefer Group Llc 3
Persium Advisors, LLC 3
Dale Q Rice Investment Management Ltd 3
Flywheel Private Wealth LLC 3
R.H. Investment Group, LLC 3
Tallon Kerry Patrick 3
Fpr Partners Llc 3
Endeavor Private Wealth, Inc. 3
Berbice Capital Management LLC 3
Clarendon Private LLC 3
Eton Park Capital Management, L.P. 3
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 3
BankPlus Wealth Management LLC 3
Fiduciary Advisors, Inc. 3
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 3
Sylvest Advisors, LLC 3
Oregon Pacific Wealth Management, LLC 3
Voya Financial, Inc. 3
Icahn Carl C 3
Vantage Point Financial LLC 3
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF 3
Four Tree Island Advisory LLC 3
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF 3
Litespeed Management, L.L.C. 3
Hidden Cove Wealth Management, LLC 3
BXM Wealth LLC 3
Tremblant Capital Group 3
Matauro, Llc 3
Post Resch Tallon Group Inc. 3
Midwest Capital Advisors, LLC 3
Prasad Wealth Partners, LLC 3
DMKC Advisory Services, LLC 3
Magnolia Private Wealth, LLC 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
Sims Investment Management, Llc 3
Axis Wealth Partners, LLC 3
Riverbend Wealth Management, LLC 3
Global View Capital Management LLC 3
Burkehill Global Management, LP 3
Westerly Capital Management, Llc 3
Postrock Partners Llc 3
Brookfield Public Securities Group LLC 3
Financially Speaking Inc 3
Clune & Associates, Ltd. 3
Bay Capital Advisors, LLC 3
Potentia Wealth 3
OneAscent Family Office, LLC 3
Inkwell Capital Llc 3
Prudent Man Investment Management, Inc. 3
Sharpepoint Llc 3
Landing Point Financial Group, LLC 3
Jwest, Llc 3
Family Office Research LLC 3
Broyhill Asset Management 3
Finward Bancorp 3
MSH Capital Advisors LLC 3
Verisail Partners, LLC 3
Ksa Capital Management, Llc 3
Chieftain Capital Management, Inc. 3
Berylson Capital Partners, Llc 3
4wealth Advisors, Inc. 3
Meridiem Capital Partners LP 3
Cornerstone Financial Group, LLC /NE/ 3
Pennington Partners & Co., Llc 3
Headland Capital, LLC 3
Marathon Partners Equity Management, LLC 3
Roumell Asset Management, LLC 3
PIEQ - Principal Exchange-Traded Funds - Principal International Equity ETF 3
Kingstone Capital Partners Texas, LLC 3
Ball & Co Wealth Management Inc. 3
Peak Retirement Planning, Inc. 3
Sunbeam Capital Management, LLC 3
Aurdan Capital Management, LLC 3
Relative Value Partners, LLC 3
Canerector Inc 3
Brucke Financial, Inc. 3
FrontFour Capital Group LLC 3
BridgePort Financial Solutions, LLC 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 3
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF 3
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 3
Nokomis Capital, L.L.C. 3
Matlinpatterson Global Advisers Llc 3
IronOak Wealth LLC. 3
PKO Investment Management Joint-Stock Co 3
Tableaux Llc 3
Fire Capital Management LLC 3
Oasis Management Co Ltd. 3
Graham Holdings Co 3
Indaba Capital Management, L.P. 3
North Tide Capital, Llc 3
Milestone Asset Management Group, LLC 3
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 3
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 3
Cornerstone Planning, LLC 3
Clark Asset Management, LLC 3
North Berkeley Wealth Management, LLC 3
Dynamic Financial Group 3
Zyskind Barry D 3
Fischer Financial Services, Inc. 3
Kagan Cocozza Asset Management 3
Clg Llc 3
Stillwater Wealth Management Group 3
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF 3
Sachem Head Capital Management LP 3
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 3
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 3
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 3
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 3
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund 3
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 3
SIEAX - SUNAMERICA EQUITY FUNDS - AIG International Dividend Strategy Fund Class A 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 3
J Hagan Capital, Inc. 3
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class 3
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 3
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 3
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 3
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 3
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 3
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 3
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 3
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
IHSPX - Voya VARIABLE PORTFOLIOS INC - Voya Hang Seng Index Portfolio Class ADV 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 3
AIA - iSHARES TRUST - iShares Asia 50 ETF 3
TradeWell Securities, LLC. 3
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 3
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 3
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 3
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3