Petroleum Refining And Related Industries - Largest Owners in this Industry

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

Investor Number of Known Investments
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 278
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 237
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 226
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 223
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 220
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 218
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 206
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 199
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 194
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 181
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 175
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 168
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 154
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 152
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 141
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 138
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 137
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 136
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 136
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 133
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 132
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 128
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 123
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 122
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 121
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 118
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 114
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 112
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 111
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 111
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 110
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 108
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 106
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 105
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 104
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 104
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 104
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 99
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 98
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 97
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 95
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 95
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 93
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 90
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 90
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 89
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 88
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 88
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 88
MASTER BOND LLC - Master Total Return Portfolio 87
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 87
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 86
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 86
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 85
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 84
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 84
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 84
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 83
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 83
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 82
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 81
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 81
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 80
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 80
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 79
NOBOX - Northern Funds - Northern Bond Index Fund 78
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 78
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 78
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 78
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 77
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 77
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 76
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 76
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 75
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 75
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 75
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 74
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 74
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 74
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 73
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 73
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 71
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 71
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 71
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 70
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 70
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 69
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 69
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 69
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 69
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 68
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 68
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 68
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 68
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 68
Pacer Advisors, Inc. 67
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 67
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 67
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 66
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 66
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 66
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 66
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 65
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 65
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 64
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 64
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 64
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 63
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 63
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 63
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 62
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 62
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 62
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 62
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 62
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 61
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 61
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 60
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 60
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 60
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 60
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 59
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 57
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 57
BRACX - Blackrock Allocation Target Shares - Bats Series C 57
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 57
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 56
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 56
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 55
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 55
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 55
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 55
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 54
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 54
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 54
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 54
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 53
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 53
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 53
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 53
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 53
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 52
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 52
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 52
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 51
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 51
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 51
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 51
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 51
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 51
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 51
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 50
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 50
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 50
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 50
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 49
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 49
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 49
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 49
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 49
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 49
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 48
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 48
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 47
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 47
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 47
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 47
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 47
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 47
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 47
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 47
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 47
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 46
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 46
Blackrock Core Bond Trust 46
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 45
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 45
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 45
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 45
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 44
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 44
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 44
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 44
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 44
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 44
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 44
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 44
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 44
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 43
BlackRock, Inc. 43
Citadel Advisors Llc 43
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 43
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 43
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 43
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 43
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 43
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 43
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 43
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 43
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 43
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 43
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 43
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 43
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 43
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 43
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 42
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 42
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 42
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 42
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 42
Six Circles Trust - Six Circles Global Bond Fund 42
Jpmorgan Chase & Co 42
Susquehanna International Group, Llp 41
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 41
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 41
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 41
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 41
Morgan Stanley 41
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 41
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 41
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 41
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 41
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 41
Barclays Plc 41
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 41
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 41
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 41
Deutsche Bank Ag\ 41
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 41
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 41
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 40
Goldman Sachs Group Inc 40
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 40
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 40
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 40
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 40
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 40
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 40
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 40
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 40
Geode Capital Management, Llc 40
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 40
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 40
UBS Group AG 40
Royal Bank Of Canada 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 40
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 40
Millennium Management Llc 39
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 39
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 39
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 39
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 39
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 39
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 39
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 39
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 39
SG Americas Securities, LLC 39
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 39
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 39
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 39
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 39
Wells Fargo & Company/mn 39
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 39
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 39
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 39
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 39
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 39
Bank Of America Corp /de/ 39
Simplex Trading, Llc 39
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 38
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 38
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 38
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 38
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 38
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 38
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 38
Blackrock Ltd Duration Income Trust 38
Group One Trading, L.p. 38
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 38
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 38
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 38
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 38
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 38
Jane Street Group, Llc 38
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 38
Citigroup Inc 38
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 38
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 38
Fmr Llc 38
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 37
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
Blackrock Multi-sector Income Trust 37
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 37
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 37
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 37
Proequities, Inc. 37
Blackrock Corporate High Yield Fund, Inc. 37
Pnc Financial Services Group, Inc. 37
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 37
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 37
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 37
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 37
Tower Research Capital LLC (TRC) 37
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 37
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 37
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 37
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 36
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 36
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 36
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 36
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 36
Blackrock Credit Allocation Income Trust 36
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
Credit Suisse Ag/ 36
Sonora Investment Management, LLC 36
Eaton Vance Ltd Duration Income Fund 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 36
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 36
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 36
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 36
Bank of New York Mellon Corp 36
Creative Planning 36
Invesco Ltd. 36
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 35
Bnp Paribas Arbitrage, Sa 35
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 35
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 35
American International Group, Inc. 35
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 35
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 35
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 35
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 35
Bessemer Group Inc 35
Manufacturers Life Insurance Company, The 35
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 35
Ameriprise Financial Inc 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 35
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 35
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 35
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 35
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 35
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 35
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 34
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 34
Sei Investments Co 34
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 34
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 34
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 34
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 34
Northern Trust Corp 34
FundVantage Trust - Verplanck Balanced Fund 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 34
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 34
Bank Of Montreal /can/ 34
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 34
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 34
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 34
Renaissance Technologies Llc 34
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 34
Principal Funds Inc 34
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 34
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 34
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 34
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 34
IFP Advisors, Inc 34
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 34
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 34
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 34
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 34
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 34
NOSGX - Northern Funds - Northern Small Cap Value Fund 34
Cwm, Llc 34
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 33
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 33
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 33
Cutler Group LP 33
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 33
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 33
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 33
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 33
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 33
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 33
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 33
Prelude Capital Management, Llc 33
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 33
Parallax Volatility Advisers, L.P. 33
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 33
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 33
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 33
LPL Financial LLC 33
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 33
VDAFX - VALIC Co I - Dynamic Allocation Fund 33
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 33
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 33
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 33
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 33
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 33
Wolverine Trading, Llc 33
Advisor Group, Inc. 33
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 33
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 33
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 33
Virtu Financial LLC 33
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 33
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 32
Tiaa-cref Funds 32
Ladenburg Thalmann Financial Services Inc 32
Alliancebernstein L.p. 32
PEAK6 Investments, L.P. 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 32
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 32
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 32
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 32
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 32
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 32
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 32
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 32
Us Bancorp \de\ 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 32
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 32
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 32
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 32
Acadian Asset Management Llc 32
Advisor Group Holdings, Inc. 32
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 32
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 32
Fifth Third Bancorp 32
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 32
Kcg Holdings, Inc. 32
Russell Investments Group, Ltd. 32
Stifel Financial Corp 32
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 32
Clear Street Markets Llc 32
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 32
Oppenheimer Etf Trust 32
Glenmede Trust Co Na 32
State Street Corp 32
Allianz Asset Management GmbH 32
Raymond James Financial Services Advisors, Inc. 32
Quantbot Technologies LP 32
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 32
Walleye Trading LLC 32
Guggenheim Capital Llc 32
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
Huntington National Bank 32
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 32
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 32
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 31
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 31
Neuberger Berman Group LLC 31
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 31
College Retirement Equities Fund 31
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 31
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 31
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 31
Marshall Wace, Llp 31
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 31
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 31
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 31
Hartford Mutual Funds Inc/ct 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 31
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 31
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 31
First Trust Advisors Lp 31
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 31
Marshall Wace North America L.P. 31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 31
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 31
WealthPLAN Partners, LLC 31
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 31
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 31
Hrt Financial Lp 31
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 30
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 30
Steward Partners Investment Advisory, Llc 30
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 30
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 30
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 30
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 30
BlackRock Institutional Trust Company, N.A. 30
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 30
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 30
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 30
Arrowstreet Capital, Limited Partnership 30
Raymond James & Associates 30
HighTower Advisors, LLC 30
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 30
Jefferies Group LLC 30
Gsa Capital Partners Llp 30
Ubs Ag 30
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 30
California Public Employees Retirement System 30
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 30
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 30
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 30
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 30
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 30
Vanguard Group Inc 30
Rhumbline Advisers 30
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 30
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 30
Northwestern Mutual Wealth Management Co 30
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
Comerica Bank 29
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 29
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 29
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 29
Macquarie Group Ltd 29
Alliancebernstein Global High Income Fund Inc 29
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 29
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 29
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 29
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 29
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 29
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 29
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 29
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 29
Voya Investment Management Llc 29
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 29
Ubs Asset Management Americas Inc 29
Advisory Services Network, LLC 29
Two Sigma Securities, Llc 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 29
Hsbc Holdings Plc 29
MetLife Securities, Inc 29
Verition Fund Management LLC 29
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 29
Vanguard Whitehall Funds 29
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 29
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 29
Two Sigma Investments, Lp 29
Envestnet Asset Management Inc 29
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 29
National Asset Management, Inc. 29
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 29
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 29
Commerzbank Aktiengesellschaft /fi 29
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 29
Spot Trading L.L.C 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 29
Wolverine Asset Management Llc 29
Yahoo Inc 29
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 29
AHIVX - American Century Investment Trust - High Income Fund Investor Class 29
Dimensional Fund Advisors Lp 29
NEXT Financial Group, Inc 29
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 29
First Horizon Advisors, Inc. 28
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 28
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 28
Two Sigma Advisers, Lp 28
TRANSAMERICA FUNDS - Transamerica Core Bond I2 28
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 28
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 28
American Century Companies Inc 28
Zurcher Kantonalbank (Zurich Cantonalbank) 28
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 28
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 28
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 28
Franklin Resources Inc 28
HAP Trading, LLC 28
Captrust Financial Advisors 28
Deere & Co 28
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 28
Fisher Asset Management, LLC 28
Private Advisor Group, LLC 28
Point72 Asset Management, L.P. 28
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 28
Balyasny Asset Management Llc 28
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 28
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 28
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 28
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 28
Quadrant Capital Group Llc 28
Squarepoint Ops LLC 28
Janney Montgomery Scott LLC 28
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 28
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 28
Susquehanna Fundamental Investments, Llc 28
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 28
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 28
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 28
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 28
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 28
Parallel Advisors, LLC 27
NumerixS Investment Technologies Inc 27
BlackRock Investment Management, LLC 27
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 27
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 27
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
WFG Advisors, LP 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
Price T Rowe Associates Inc /md/ 27
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 27
A.R.T. Advisors, LLC 27
Signaturefd, Llc 27
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 27
PEAK6 Investments LLC 27
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 27
Stratos Wealth Partners, LTD. 27
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 27
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 27
Cubist Systematic Strategies, LLC 27
Calamos Global Dynamic Income Fund 27
Nuveen Global High Income Fund 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 27
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
GWM Advisors LLC 27
Cambridge Investment Research Advisors, Inc. 27
Acrospire Investment Management LLC 27
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 27
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 27
Wellington Management Group Llp 27
Parametric Portfolio Associates Llc 27
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 27
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 27
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 27
D. E. Shaw & Co., Inc. 27
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 27
Lazard Asset Management Llc 27
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 27
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 27
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 27
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 27
Commonwealth Equity Services, Inc 27
Allworth Financial LP 27
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 27
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 27
Penserra Capital Management LLC 26
Nomura Holdings Inc 26
Federation des caisses Desjardins du Quebec 26
Vanguard Specialized Funds 26
O'shaughnessy Asset Management, Llc 26
Qube Research & Technologies Ltd 26
D.a. Davidson & Co. 26
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 26
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 26
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 26
Van Eck Associates Corp 26
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 26
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 26
Schroder Investment Management Group 26
Global Income Builder Portfolio - Global Income Builder Portfolio 26
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 26
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 26
Regions Financial Corp 26
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 26
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 26
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 26
Engineers Gate Manager LP 26
Victory Capital Management Inc 26
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 26
Oppenheimer & Co Inc 26
QCVAX - Clearwater Investment Trust - Clearwater International Fund 26
Winslow, Evans & Crocker, Inc. 26
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 26
PENN SERIES FUNDS INC - International Equity Fund 26
CENTRAL TRUST Co 26
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
Schonfeld Strategic Advisors LLC 26
Claymore Exchange-traded Fund Trust 26
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 26
Charles Schwab Investment Management Inc 26
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 26
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 26
Invesco Bond Fund 26
Federated Hermes, Inc. 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
Prudential Financial Inc 26
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 26
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 26
Six Circles Trust - Six Circles Credit Opportunities Fund 26
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 26
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 26
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 26
Legal & General Group Plc 26
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 26
Commonwealth Equity Services, Llc 26
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 26
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 26
Walleye Capital LLC 26
Valeo Financial Advisors, LLC 26
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 25
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 25
Connor, Clark & Lunn Investment Management Ltd. 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
BlackRock Fund Advisors 25
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 25
Boothbay Fund Management, Llc 25
MUFG Americas Holdings Corp 25
Aperio Group, LLC 25
BlueCrest Capital Management Ltd 25
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 25
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 25
Jane Street Holding, LLC 25
American Portfolios Advisors 25
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 25
Oxford Asset Management Llp 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
CIBC Private Wealth Group, LLC 25
Eqis Capital Management, Inc. 25
Wealthspire Advisors, L.P. 25
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 25
Advanced Series Trust - Ast Advanced Strategies Portfolio 25
Magnetar Financial LLC 25
GIMFX - GMO TRUST - GMO Implementation Fund 25
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
Rafferty Asset Management, LLC 25
Trexquant Investment LP 25
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 25
Aqr Capital Management Llc 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
Mariner, LLC 25
Plante Moran Financial Advisors, LLC 25
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 25
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 25
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 25
VCSBX - VALIC Co II - Strategic Bond Fund 25
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 25
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 25
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 25
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 25
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 25
Panagora Asset Management Inc 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
Janus Henderson Group Plc 25
Advisors Asset Management, Inc. 25
Paloma Partners Management Co 25
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 25
CenterStar Fund, LLC 25
BlackRock Advisors LLC 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 24
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 24
Calamos Strategic Total Return Fund 24
Russell Frank Co/ 24
Vident Investment Advisory, LLC 24
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 24
People's United Financial, Inc. 24
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 24
Baird Financial Group, Inc. 24
Quantitative Investment Management, LLC 24
Raymond James Financial Inc 24
New York State Common Retirement Fund 24
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 24
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 24
Axa S.a. 24
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 24
Parkside Financial Bank & Trust 24
Bluefin Trading, LLC 24
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 24
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 24
Jump Financial, LLC 24
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 24
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 24
Stevens Capital Management Lp 24
Suntrust Banks Inc 24
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 24
VCAAX - VALIC Co I - Asset Allocation Fund 24
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 24
Brookstone Capital Management 24
Financial Gravity Companies, Inc. 24
Laurion Capital Management LP 24
Css Llc/il 24
Caption Management, LLC 24
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 24
Benjamin F. Edwards & Company, Inc. 24
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 24
XTX Topco Ltd 24
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 24
AMP Capital Investors Ltd 24
FNY Investment Advisers, LLC 24
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 24
Global Retirement Partners, LLC 24
Jefferies Financial Group Inc. 24
Natixis 24
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 24
SRS Capital Advisors, Inc. 24
Cetera Advisor Networks LLC 24
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 24
Nuveen Asset Management, LLC 24
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 24
Castleark Management Llc 24
Toronto Dominion Bank 24
VCCBX - VALIC Co II - Core Bond Fund 24
Dynamic Technology Lab Private Ltd 24
Airain ltd 24
Sandy Spring Bank 24
Capital Fund Management S.a. 24
John Hancock Hedged Equity & Income Fund 24
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 24
PDT Partners, LLC 24
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 24
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 24
DekaBank Deutsche Girozentrale 23
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 23
Berman Capital Advisors, LLC 23
Advanced Series Trust - Ast High Yield Portfolio 23
Vanguard Horizon Funds 23
Campbell & CO Investment Adviser LLC 23
Nomura Asset Management Co Ltd 23
Dreman Value Management, L L C 23
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 23
Atria Investments Llc 23
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 23
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 23
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 23
Sigma Planning Corp 23
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 23
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 23
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 23
Paradigm Asset Management Co Llc 23
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 23
National Bank Of Canada /fi/ 23
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 23
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 23
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 23
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 23
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 23
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 23
CoreCommodity Management, LLC 23
Financial Architects, Inc 23
Ameritas Investment Corp 23
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 23
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 23
Great West Life Assurance Co /can/ 23
Cresset Asset Management, LLC 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 23
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 23
Americafirst Capital Management, Llc 23
Ing Groep Nv 23
CIBC World Markets Inc. 23
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 23
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 23
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 23
Teachers Retirement System Of The State Of Kentucky 23
Fiera Capital Corp 23
QS Investors, LLC 23
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 23
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 23
Elite Wealth Management, Inc. 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 23
Thrivent Financial For Lutherans 23
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
Man Group plc 23
Private Trust Co Na 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
Voloridge Investment Management, Llc 23
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 23
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 23
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 23
Graham Capital Management, L.P. 23
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 23
Assetmark, Inc 23
Nationwide Fund Advisors 23
IHT Wealth Management, LLC 23
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 23
Mackenzie Financial Corp 23
Synovus Financial Corp 23
United Capital Financial Advisers, Llc 23
Farmers & Merchants Investments Inc 23
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 23
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 23
Jfs Wealth Advisors, Llc 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 23
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 23
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 23
BlackRock Group LTD 23
Cetera Investment Advisers 23
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 23
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 23
U S Global Investors Inc 23
Rockefeller Capital Management L.P. 23
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 23
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 23
Harbour Investments, Inc. 23
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 23
Sofos Investments, Inc. 23
Keybank National Association/oh 23
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 23
Blackrock Debt Strategies Fund, Inc. 23
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
Managed Account Advisors Llc 22
Blackstone / Gso Strategic Credit Fund 22
Catalyst Capital Advisors LLC 22
Oppenheimer Variable Account Funds 22
Farther Finance Advisors, LLC 22
AdvisorNet Financial, Inc 22
Blair William & Co/il 22
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 22
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 22
Tfs Capital Investment Trust 22
Bayesian Capital Management, LP 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
Glassman Wealth Services 22
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 22
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 22
Swiss National Bank 22
Ameritas Investment Partners, Inc. 22
Sunbelt Securities, Inc. 22
Fox Run Management, L.l.c. 22
Mirae Asset Global Investments Co., Ltd. 22
Mercer Global Advisors Inc /adv 22
Rational Advisors Llc 22
Emerald Acquisition Ltd. 22
Howe & Rusling Inc 22
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 22
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 22
Clearbridge Investments, LLC 22
Alps Advisors Inc 22
Centiva Capital, LP 22
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 22
Tiaa Cref Investment Management Llc 22
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 22
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 22
IMC-Chicago, LLC 22
Nisa Investment Advisors, Llc 22
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 22
Quadrature Capital Ltd 22
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 22
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 22
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 22
Truist Financial Corp 22
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 22
Umb Bank N A/mo 22
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 22
Principal Financial Group Inc 22
Ellington Management Group Llc 22
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 22
Nine Chapters Capital Management LLC 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
TCI Wealth Advisors, Inc. 22
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 22
Cullen/frost Bankers, Inc. 22
Vantagepoint Funds 22
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 22
Driehaus Capital Management Llc 22
Jones Financial Companies Lllp 22
Leuthold Group, Llc 22
Cushing Asset Management, Lp 22
Spot Trading L.l.c. 22
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 22
EverSource Wealth Advisors, LLC 22
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 22
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 22
JNBA Financial Advisors 22
Brown Brothers Harriman & Co 22
Geneos Wealth Management Inc. 22
ExodusPoint Capital Management, LP 22
Ubs Oconnor Llc 22
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 22
DVTAX - Voyageur Mutual Funds - Delaware Tax-free California Fund Class A 22
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 22
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 22
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 22
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 22
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 22
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 22
First Republic Investment Management, Inc. 22
State Of Wisconsin Investment Board 22
NOFIX - Northern Funds - Northern Fixed Income Fund 22
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 22
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 22
Tocqueville Asset Management L.p. 22
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 22
Caxton Associates Lp 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
Key Group Holdings (cayman), Ltd. 22
Toroso Investments, LLC 22
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 22
Hbk Investments L P 22
FineMark National Bank & Trust 22
Teachers Advisors, Llc 22
Credit Agricole S A 22
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
SAC Capital Advisors LP 21
VTL Associates, LLC 21
Brookfield Asset Management Inc. 21
High Income Opportunities Portfolio - High Income Opportunities Portfolio 21
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 21
DRW Securities, LLC 21
Public Employees Retirement System Of Ohio 21
Commonwealth Bank Of Australia 21
M&t Bank Corp 21
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
Mml Investors Services, Llc 21
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 21
CIBC Asset Management Inc 21
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
Gotham Asset Management, LLC 21
Tudor Investment Corp Et Al 21
Strs Ohio 21
Shell Asset Management Co 21
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 21
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 21
Seacrest Wealth Management, Llc 21
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 21
Capstone Investment Advisors, Llc 21
Invictus RG Pte. Ltd. 21
First Allied Advisory Services, Inc. 21
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 21
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 21
Mckinley Capital Management Llc /delaware 21
Bokf, Na 21
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 21
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 21
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 21
Optimum Investment Advisors 21
International Assets Investment Management, Llc 21
OMERS ADMINISTRATION Corp 21
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 21
Lindbrook Capital, Llc 21
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 21
FDx Advisors, Inc. 21
Proficio Capital Partners LLC 21
Covestor Ltd 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
Polar Asset Management Partners Inc. 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 21
CoreCap Advisors, LLC 21
Gradient Investments LLC 21
Global X Management CO LLC 21
Highbridge Capital Management Llc 21
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 21
Tfs Capital Llc 21
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
Rehmann Capital Advisory Group 21
Navellier & Associates Inc 21
Advantage Investment Management, Llc 21
Meeder Asset Management Inc 21
Sowell Financial Services LLC 21
Cornerstone Planning Group LLC 21
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 21
LMR Partners LLP 21
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 21
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 21
Blackrock Muniholdings California Quality Fund, Inc. 21
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 21
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 21
State Farm Mutual Fund Trust 21
State of Wyoming 21
Barings Llc 21
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 21
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 21
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 21
Whittier Trust Co 21
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 21
Weiss Multi-Strategy Advisers LLC 21
Sterling Capital Management LLC 21
Orion Portfolio Solutions, LLC 21
Moors & Cabot, Inc. 21
Crossmark Global Holdings, Inc. 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
Norges Bank 21
Principal Securities, Inc. 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
Spire Wealth Management 21
Carroll Financial Associates, Inc. 21
Enterprise Financial Services Corp 21
Putnam Investments Llc 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
Wealth Enhancement Advisory Services, Llc 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 21
Healthcare Of Ontario Pension Plan Trust Fund 21
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 21
Trust Co Of Vermont 21
Oregon Public Employees Retirement Fund 21
Td Asset Management Inc 21
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 21
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 21
Hudson Bay Capital Management LP 21
Gabelli Funds Llc 21
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 21
Hillsdale Investment Management Inc. 21
Clark Capital Management Group, Inc. 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 21
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 21
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
Hennessy Advisors Inc 20
Massmutual Trust Co Fsb/adv 20
Liberty Mutual Group Asset Management Inc. 20
Seven Eight Capital, Lp 20
Mason Street Advisors, Llc 20
State Board Of Administration Of Florida Retirement System 20
Blackstone / Gso Long-short Credit Income Fund 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
Prestige Wealth Management Group LLC 20
Boston Private Wealth Llc 20
1832 Asset Management L.P. 20
ETRADE Capital Management LLC 20
Nuveen Multi-Asset Income Fund 20
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 20
Cetera Advisors LLC 20
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 20
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 20
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 20
Y-Intercept (Hong Kong) Ltd 20
Salem Investment Counselors Inc 20
Metropolitan Life Insurance Co/ny 20
Wedbush Securities Inc 20
Bridgeway Capital Management Inc 20
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 20
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 20
Sawtooth Solutions, LLC 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
Eaton Vance Management 20
Lsv Asset Management 20
Whittier Trust Co Of Nevada Inc 20
Veritable, L.P. 20
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 20
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 20
Belpointe Asset Management LLC 20
Wunderlich Securities, Inc. 20
Smith Asset Management Group Lp 20
National Planning Corp 20
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 20
VGLSX - VALIC Co I - Global Strategy Fund 20
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 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
Forum Funds 20
We Are One Seven, LLC 20
United Services Automobile Association 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
Sumitomo Mitsui Trust Holdings, Inc. 20
First Manhattan Co 20
Centaurus Financial, Inc. 20
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 20
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 20
Brandywine Global Investment Management, LLC 20
Skandinaviska Enskilda Banken AB (publ) 20
Evercore Wealth Management, LLC 20
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 20
Natixis Advisors, L.p. 20
BlackRock Capital Allocation Trust 20
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 20
MAI Capital Management 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
HITE Hedge Asset Management LLC 20
ClariVest Asset Management LLC 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 20
Loomis Sayles & Co L P 20
Hanseatic Management Services Inc 20
California State Teachers Retirement System 20
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 20
Kestra Advisory Services, LLC 20
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 20
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 20
First Mercantile Trust Co 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 20
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 20
Canada Pension Plan Investment Board 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
Point72 Hong Kong Ltd 20
GAM Holding AG 20
Alberta Investment Management Corp 20
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 20
Oppenheimer Funds Inc 20
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 20
Calamos Global Total Return Fund 20
TD Waterhouse Canada Inc. 20
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
Pinnacle Summer Investments, Inc. 20
Convergence Investment Partners, LLC 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 20
Aigen Investment Management, Lp 20
Gts Securities Llc 20
Oppenheimer Asset Management Inc. 20
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 20
Massachusetts Financial Services Co /ma/ 20
Reilly Financial Advisors, Llc 20
FEDERATED CORE TRUST - Emerging Markets Core Fund 20
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 20
San Francisco Sentry Investment Group (ca) 20
Old Mission Capital Llc 20
Prospera Financial Services Inc 20
Nuveen California Quality Municipal Income Fund 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 19
Newbridge Financial Services Group, Inc. 19
Sanctuary Wealth Advisors, LLC 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 19
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
Weiss Strategic Interval Fund 19
Regal Investment Advisors LLC 19
BNP Paribas Asset Management Holding S.A. 19
Ajo, Lp 19
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 19
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 19
Private Capital Group, LLC 19
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 19
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 19
Money Concepts Capital Corp 19
Public Sector Pension Investment Board 19
Bb&t Securities, Llc 19
Graticule Asia Macro Advisors LLC 19
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 19
First Hawaiian Bank 19
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
Quantitative Systematic Strategies LLC 19
MetLife Investment Management, LLC 19
CWM Advisors, LLC 19
Capstone Asset Management Co 19
Elkfork Partners LLC 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Cambria Investment Management, L.P. 19
FORA Capital, LLC 19
Sculptor Capital LP 19
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 19
Boston Partners 19
Ci Investments Inc. 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
DAVENPORT & Co LLC 19
Neuberger Berman Intermediate Municipal Fund Inc 19
Zions Bancorporation 19
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 19
Bank Of Nova Scotia 19
Headlands Technologies LLC 19
Riverhead Capital Management Llc 19
State of Tennessee, Treasury Department 19
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 19
Hartland & Co., LLC 19
Princeton Alpha Management LP 19
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 19
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 19
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
Symphony Asset Management Llc 19
Integral Derivatives, LLC 19
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 19
Petrus Trust Company, LTA 19
James Investment Research Inc 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 19
Evergreen Capital Management Llc 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
Brown Advisory Inc 19
Stephens Inc /ar/ 19
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 19
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
Profund Advisors Llc 19
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 19
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 19
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 19
Burney Co/ 19
Ergoteles LLC 19
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
Checchi Capital Advisers, LLC 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
Chicago Partners Investment Group LLC 19
MML Series Investment Fund II - MML High Yield Fund Class II 19
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 19
LS Investment Advisors, LLC 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 19
Public Employees Retirement Association Of Colorado 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
Capital Advisors, Ltd. LLC 19
Gemmer Asset Management LLC 19
Timber Hill LLC 19
Oppenheimer Global Strategic Income Fund 19
First New York Securities Llc /ny 19
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 19
Schubert & Co 19
Cibc World Markets Corp 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 19
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
Cable Hill Partners, LLC 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
Invesco California Value Municipal Income Trust 19
Westport Resources Management Inc 19
Warren Averett Asset Management, LLC 19
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 19
Teacher Retirement System Of Texas 19
World Asset Management Inc 19
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
Thompson Siegel & Walmsley Llc 19
NorthCoast Asset Management LLC 19
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
MBOVX - M FUND INC - M Large Cap Value Fund 19
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 19
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 19
ProShare Advisors LLC 19
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 19
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 19
Algert Global Llc 19
Amundi Pioneer Asset Management Inc 19
Clinton Group Inc 19
Park Avenue Securities Llc 19
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 19
FinTrust Capital Advisors, LLC 19
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 19
Ancora Advisors, LLC 19
Cerity Partners LLC 19
Cornerstone Advisors, Inc. 19
Westpac Banking Corp 19
Johnson Financial Group, Inc. 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 19
Old National Bancorp /in/ 19
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
Pine River Capital Management L.P. 18
Landscape Capital Management, L.l.c. 18
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 18
Virtus Global Dividend & Income Fund Inc. 18
Advisor Partners Llc 18
Venturi Wealth Management, LLC 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
L & S Advisors Inc 18
Moore Capital Management, Lp 18
Hexagon Capital Partners LLC 18
Assured Investment Management LLC 18
Hudock, Inc. 18
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 18
Shelton Capital Management 18
Winfield Associates, Inc. 18
Vanguard Index Funds 18
Numeric Investors Llc 18
New England Securities Corp /MA/ 18
Kistler-Tiffany Companies, LLC 18
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18
Jpmorgan Trust Iii 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
Northern Trust Co Of Connecticut 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 18
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 18
First Citizens Bank & Trust Co 18
Ronald Blue Trust, Inc. 18
Yorktown Management & Research Co Inc 18
Alpine Global Management, LLC 18
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 18
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 18
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 18
Ground Swell Capital, LLC 18
Pictet Asset Management Holding SA 18
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 18
GGBFX - GuideStone Funds - Global Bond Fund Investor 18
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 18
Edge Wealth Management LLC 18
Ontario Teachers Pension Plan Board 18
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 18
Snowden Capital Advisors LLC 18
Hancock Whitney Corp 18
Quantamental Technologies LLC 18
GAMMA Investing LLC 18
Aviva Plc 18
McIlrath & Eck, LLC 18
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 18
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 18
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 18
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 18
PineBridge Investments, L.P. 18
Sei Trust Co 18
Cushing Renaissance Fund 18
Coldstream Capital Management Inc 18
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 18
Citizens Financial Group Inc/ri 18
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 18
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 18
Insight Select Income Fund 18
CLFCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco California Tax-free Income Fund Class C 18
Hutchin Hill Capital, LP 18
Skopos Labs, Inc. 18
Tcw Strategic Income Fund Inc 18
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 18
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 18
Summit Trail Advisors, Llc 18
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 18
JustInvest LLC 18
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 18
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 18
BlackRock Credit Strategies Fund 18
Amundi 18
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 18
Larson Financial Group LLC 18
Mutual Advisors, LLC 18
Waddell & Reed Financial Inc 18
Arizona State Retirement System 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
Dupont Capital Management Corp 18
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
Element Capital Management Llc 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
Perigon Wealth Management, LLC 18
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
Ensign Peak Advisors, Inc 18
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 18
Ridgeworth Funds 18
Trustcore Financial Services, Llc 18
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 18
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 18
Knight Capital Group, Inc. 18
Flagship Harbor Advisors, Llc 18
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 18
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 18
State Farm Variable Product Trust 18
CPSIX - Unified Series Trust - Fci Bond Fund 18
Bogart Wealth, LLC 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 18
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 18
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 18
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 18
Smithfield Trust Co 18
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 18
Avantax Planning Partners, Inc. 18
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 18
AE Wealth Management LLC 18
KBC Group NV 18
Nordea Investment Management Ab 18
Avion Wealth 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
Brinker Capital Investments, LLC 18
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 18
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 18
Quantinno Capital Management LP 18
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 18
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 18
Twin Tree Management, LP 18
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 18
Compagnie Lombard Odier SCmA 18
Coastal Investment Advisors, Inc. 18
Karp Capital Management Corp 18
APG Asset Management N.V. 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
Fieldpoint Private Securities, LLC 18
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 18
Winton Capital Group Ltd 18
Sheaff Brock Investment Advisors, LLC 18
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 18
Analytic Investors, LLC 18
Alyeska Investment Group, L.P. 18
Front Row Advisors LLC 18
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 18
Thompson Davis & Co., Inc. 18
FIL Ltd 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
VCBDX - VALIC Co I - Core Bond Fund 18
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 18
Icon Advisers Inc/co 18
SIR Capital Management, L.P. 18
Asset Management One Co., Ltd. 18
Mv Capital Management, Inc. 18
Amalgamated Bank 18
Assenagon Asset Management S.A. 18
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 18
Societe Generale 17
Nuveen California Amt-free Quality Municipal Income Fund 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 17
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 17
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 17
Allianzgi Diversified Income & Convertible Fund 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
GV Financial Advisors 17
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 17
Viking Fund Management Llc 17
Regentatlantic Capital Llc 17
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 17
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 17
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 17
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 17
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 17
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 17
Brewin Dolphin Ltd 17
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
Texas Yale Capital Corp. 17
Stephens Consulting, LLC 17
MQS Management LLC 17
North Star Investment Management Corp. 17
Fuller & Thaler Asset Management, Inc. 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 17
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 17
BRYN MAWR TRUST Co 17
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 17
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 17
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 17
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 17
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 17
Arkadios Wealth Advisors 17
Aventail Capital Group, LP 17
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 17
CI Private Wealth, LLC 17
True Wealth Design, LLC 17
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 17
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 17
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 17
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 17
Ameritas Advisory Services, LLC 17
Hl Financial Services Llc 17
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 17
Transamerica Financial Advisors, Inc. 17
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 17
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 17
Virginia Retirement Systems Et Al 17
Stonebridge Capital Advisors LLC 17
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 17
Tucker Asset Management Llc 17
Bartlett & Co. LLC 17
Yousif Capital Management, Llc 17
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 17
ORG Partners LLC 17
Motco 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 17
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 17
Advent Capital Management /de/ 17
Bell Investment Advisors, Inc 17
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 17
Allspring Global Investments Holdings, LLC 17
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 17
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 17
Luminus Management Llc 17
Boston Advisors Llc 17
IWV - iSHARES TRUST - iShares Russell 3000 ETF 17
Tortoise Capital Advisors, L.l.c. 17
Kanaly Trust Co 17
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
QCM Cayman, Ltd. 17
Raymond James Trust N.a. 17
Pathstone Family Office, Llc 17
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 17
Eagle Asset Management Inc 17
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 17
First Interstate Bank 17
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 17
Visium Asset Management, LP 17
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 17
First Quadrant L P/ca 17
New York State Teachers Retirement System 17
Leavell Investment Management, Inc. 17
Tompkins Financial Corp 17
GW&K Investment Management, LLC 17
RidgeWorth Capital Management LLC 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
Krilogy Financial LLC 17
Mitsubishi UFJ Trust & Banking Corp 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
ARGI Investment Services, LLC 17
Mark Sheptoff Financial Planning, Llc 17
Focused Wealth Management, Inc 17
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 17
Silvercrest Asset Management Group Llc 17
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 17
Valley National Advisers Inc 17
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 17
Stanley-Laman Group, Ltd. 17
Picton Mahoney Asset Management 17
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 17
Wexford Capital Lp 17
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 17
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 17
Capital Wealth Planning, LLC 17
Freestone Capital Holdings, LLC 17
Rs Variable Products Trust 17
Hoxton Financial, Inc. 17
Yaupon Capital Management LP 17
Ausdal Financial Partners, Inc. 17
Blueshift Asset Management, LLC 17
Ashton Thomas Private Wealth, LLC 17
Ellevest, Inc. 17
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 17
CX Institutional 17
Brevan Howard Capital Management LP 17
Versant Capital Management, Inc 17
Atlas Capital Advisors Llc 17
Creative Financial Designs Inc /adv 17
CastleArk Alternatives, LLC 17
Spark Investment Management LLC 17
BTG Pactual Global Asset Management Ltd 17
Financial Advocates Investment Management 17
Holocene Advisors, LP 17
Advisors Preferred, LLC 17
Great Lakes Advisors, Llc 17
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 17
Encompass Capital Advisors LLC 17
Icon Wealth Partners, LLC 17
Pinnacle Wealth Planning Services, Inc. 17
PointState Capital LP 17
Arosa Capital Management LP 17
CenterStar Asset Management, LLC 17
Jacobs Levy Equity Management, Inc 17
Commerce Bank 17
Edgestream Partners, L.P. 17
CSat Investment Advisory, L.P. 17
Lord, Abbett & Co. Llc 17
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 17
Point72 Asia (Singapore) Pte. Ltd. 17
Advocacy Wealth Management Services, LLC 17
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 17
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 17
Calamos Convertible & High Income Fund 17
Calamos Convertible Opportunities & Income Fund 17
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 17
AHL Partners LLP 17
Johnson Investment Counsel Inc 17
Index Management Solutions, LLC 17
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 17
Baird Robert W & Co Inc /wi/ 17
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 17
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 17
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 17
Advent Claymore Convertible Securities & Income Fund 17
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 17
Kepos Capital LP 17
Pnc Funds 17
FNY Partners Fund LP 17
Colony Group Llc 17
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 17
Vanguard World Fund 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 17
Lee Financial Co 17
Ssga Master Trust 17
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 17
Glen Harbor Capital Management LLC 17
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 17
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 17
Patriot Financial Group Insurance Agency, LLC 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
Cribstone Capital Management, LLC 17
Resources Investment Advisors, LLC. 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 17
Edmond De Rothschild Holding S.a. 17
TIMOTHY PLAN - Timothy Strategic Variable 17
Calamos Long/Short Equity & Dynamic Income Trust 17
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
Executive Wealth Management, LLC 16
StoneX Group Inc. 16
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 16
Western Asset Managed Municipals Fund Inc. 16
Stifel Nicolaus & Co Inc \mo\ 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
Jennison Associates Llc 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 16
Glen Eagle Advisors, LLC 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
NewSquare Capital LLC 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 16
Veriti Management LLC 16
WealthTrust-Arizona, LLC 16
Boston Income Portfolio - Boston Income Portfolio 16
Atria Wealth Solutions, Inc. 16
Cornerstone Capital Management Holdings Llc. 16
CAPROCK Group, Inc. 16
Vantage Investment Advisors, LLC 16
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
Breton Hill Capital Ltd. 16
Intech Investment Management Llc 16
Mount Yale Investment Advisors, LLC 16
Institutional & Family Asset Management, Llc 16
Pictet Asset Management Sa 16
Harbor Investment Advisory, Llc 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
NatWest Group plc 16
Soros Fund Management Llc 16
WealthTrust Fairport, LLC 16
Migdal Insurance & Financial Holdings Ltd. 16
Highstreet Asset Management Inc. 16
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 16
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 16
Exchange Traded Concepts, Llc 16
Schonfeld Group Holdings LLC 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
State of New Jersey Common Pension Fund D 16
Harel Insurance Investments & Financial Services Ltd. 16
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 16
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
First American Bank 16
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 16
Los Angeles Capital Management Llc 16
Tfo-tdc, Llc 16
Integrated Wealth Concepts LLC 16
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 16
Spirit Of America Management Corp/ny 16
Procyon Private Wealth Partners, LLC 16
Nuveen, LLC 16
Neuberger Berman California Intermediate Municipal Fund Inc 16
Greenleaf Trust 16
Chevy Chase Trust Holdings, Inc. 16
BDO Wealth Advisors, LLC 16
Caitong International Asset Management Co., Ltd 16
Qs Batterymarch Financial Management, Inc 16
Financial Management Professionals, Inc. 16
Wetherby Asset Management Inc 16
Pin Oak Investment Advisors Inc 16
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 16
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 16
EverPoint Asset Management, LLC 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 16
City Holding Co 16
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 16
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 16
Legg Mason Investment Counsel, LLC 16
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 16
Independent Portfolio Consultants, Inc. 16
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 16
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 16
Putnam Premier Income Trust 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 16
SG3 Management, LLC 16
Rs Investment Trust 16
One Wealth Advisors, LLC 16
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 16
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 16
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
Verus Capital Partners, Llc 16
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 16
Koshinski Asset Management, Inc. 16
Placemark Investments, Inc. 16
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 16
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 16
Aquatic Capital Management LLC 16
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 16
Zacks Investment Management 16
Westside Investment Management, Inc. 16
Vigilant Capital Management, LLC 16
First Eagle Investment Management, LLC 16
Covington Capital Management 16
Strategic Global Advisors, LLC 16
Avestar Capital, LLC 16
Bartlett & Co. Wealth Management Llc 16
Adage Capital Partners Gp, L.l.c. 16
Gupta Wealth Management LLC 16
Smartleaf Asset Management LLC 16
Brinker Capital Inc 16
Earnest Partners Llc 16
Scotia Capital Inc. 16
Occudo Quantitative Strategies Lp 16
Maverick Capital Ltd 16
Manning & Napier Advisors Llc 16
Banco de Sabadell, S.A 16
Hartford Series Fund Inc 16
Police & Firemen's Retirement System of New Jersey 16
HighPoint Advisor Group LLC 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 16
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 16
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 16
Capital Guardian Trust Co 16
Cadence Capital Management Llc 16
Gamco Global Gold, Natural Resources & Income Trust 16
Cowen Group, Inc. 16
Vident Advisory, LLC 16
Bridgewater Associates, LP 16
HHM Wealth Advisors, LLC 16
Cipher Capital LP 16
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 16
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 16
Cornerstone Wealth Management, LLC 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 16
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 16
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 16
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 16
Carlson Capital L P 16
Macroview Investment Management Llc 16
Systematic Financial Management Lp 16
Us Global Investors Funds 16
Balentine LLC 16
Menta Capital Llc 16
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 16
Todd Asset Management Llc 16
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 16
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
Weiss Asset Management LP 16
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 16
Vestcor Inc 16
King Luther Capital Management Corp 16
Hantz Financial Services, Inc. 16
Delpha Capital Management, Llc 16
Moody National Bank Trust Division 16
Investors Research Corp 16
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 16
Townsquare Capital Llc 16
Moneta Group Investment Advisors Llc 16
J. Goldman & Co LP 16
Wipfli Financial Advisors Llc, 16
FNY Managed Accounts LLC 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 16
Gamco Natural Resources, Gold & Income Trust 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
Legacy Financial Advisors, Inc. 16
Tradewinds Capital Management, LLC 16
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 16
Piedmont Investment Advisors Llc 16
Tradeworx Inc. 16
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 16
Evoke Wealth, Llc 16
Washington Trust Bank 16
Fulton Bank, N.a. 16
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 16
Archford Capital Strategies, LLC 16
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 16
Meridian Wealth Management, LLC 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
SBI Securities Co., Ltd. 16
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 16
Blackstone / Gso Senior Floating Rate Term Fund 16
BlackRock Japan Co. Ltd 16
Virtus ETF Advisers LLC 16
JJJ Advisors Inc. 16
Capital Investment Advisory Services, LLC 16
GPS Wealth Strategies Group, LLC 16
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 16
Meridian Wealth Partners, LLC 16
Denali Advisors Llc 16
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 16
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 16
Trust Department Mb Financial Bank N A 16
Bluefin Capital Management, Llc 16
Agf Investments Inc. 16
Old Mutual Customised Solutions (proprietary) Ltd 16
Savant Capital, LLC 16
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 16
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 16
Guggenheim Strategic Opportunities Fund 16
Pearl River Capital, LLC 16
Clough Capital Partners L P 16
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 16
Belvedere Trading LLC 16
Keebeck Alpha, LP 16
Lenox Wealth Advisors, LLC 16
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
Voya Global Advantage & Premium Opportunity Fund 16
HYLD - Exchange Listed Funds Trust - High Yield ETF 16
IndexIQ Advisors LLC 16
Tradition Wealth Management, LLC 16
Advisor Resource Council 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 16
AGF Investments LLC 16
Baystate Wealth Management LLC 16
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 16
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 16
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 16
Claro Advisors LLC 16
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
AlphaMark Advisors, LLC 16
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 16
Formidable Asset Management, LLC 16
Mosaic Family Wealth, LLC 16
NN Investment Partners Holdings N.V. 16
Contravisory Investment Management, Inc. 16
Peak6 Llc 16
Mfs Charter Income Trust 16
Itau Unibanco Holding S.A. 15
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 15
Salient Capital Advisors, LLC 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
RHJ International SA 15
Frontier Wealth Management LLC 15
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
Ieq Capital, Llc 15
Boston Private Bank & Trust Co 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 15
Weaver Consulting Group 15
Capital Analysts, Inc. 15
Zebra Capital Management LLC 15
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 15
Cinctive Capital Management LP 15
Apriem Advisors 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 15
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 15
Employees Retirement System of Texas 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 15
Cohen & Steers, Inc. 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
Mackay Shields Llc 15
BSBAX - Northern Funds - Northern Short Bond Fund 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
Candriam Luxembourg S.C.A. 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 15
Bridgefront Capital, LLC 15
LGT Financial Advisors LLC 15
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 15
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 15
Highland Capital Management Lp 15
I.g. Investment Management, Ltd. 15
Ionic Capital Management LLC 15
Pathstone Holdings, LLC 15
Quarry LP 15
Twinbeech Capital Lp 15
Oakworth Capital, Inc. 15
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 15
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 15
Horizon Investments, LLC 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
Summit Global Investments 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 15
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 15
Blackrock Energy & Resources Trust 15
Manchester Capital Management LLC 15
Independent Advisor Alliance 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 15
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 15
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 15
Hartford Investment Management Co 15
Harvest Fund Management Co., Ltd 15
Guggenheim Active Allocation Fund 15
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 15
Texas Permanent School Fund 15
Versor Investments LP 15
Mather Group, Llc. 15
Dark Forest Capital Management Lp 15
K2 Principal Fund, L.p. 15
Prudential Short Duration High Yield Fund, Inc. 15
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 15
Global X Funds 15
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 15
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 15
USCBX - USAA MUTUAL FUNDS TRUST - California Bond Fund Shares 15
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 15
Cypress Capital Management LLC (WY) 15
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 15
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 15
General Motors Investment Management Corp 15
Wealthcare Advisory Partners LLC 15
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 15
South Dakota Investment Council 15
Connor Clark & Lunn Investment Management Ltd 15
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 15
Man Investments Ltd 15
Hotchkis & Wiley Capital Management Llc 15
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 15
Key FInancial Inc 15
Rydex Etf Trust 15
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 15
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 15
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 15
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 15
Tcwp Llc 15
Fortitude Family Office, LLC 15
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 15
Bb&t Investment Services, Inc. 15
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 15
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 15
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 15
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 15
Pendal Group Ltd 15
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 15
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 15
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 15
Winch Advisory Services, LLC 15
Municipal Employees' Retirement System of Michigan 15
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 15
Franklin Templeton International Trust 15
BNP Paribas Investment Partners S.A. 15
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
J.w. Cole Advisors, Inc. 15
SECOR Capital Advisors, LP 15
Parkwood LLC 15
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
Wilbanks Smith & Thomas Asset Management Llc 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
Clough Global Dividend & Income Fund 15
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 15
Rothschild Investment Llc 15
Delta Asset Management Llc/tn 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 15
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 15
Fruth Investment Management 15
Catalyst Funds Management Pty Ltd 15
Calamos Dynamic Convertible & Income Fund 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
First Financial Corp /in/ 15
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 15
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 15
Highlander Capital Management, LLC 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
Bluestein R H & Co 15
Pictet Asset Management Ltd 15
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 15
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 15
Barrow Hanley Mewhinney & Strauss Llc 15
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 15
Ropes Wealth Advisors Llc 15
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 15
Guardian Capital Lp 15
Gierl Augustine Investment Management Inc 15
Sciencast Management LP 15
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 15
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 15
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 15
Thomas White International Ltd 15
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 15
Optiver Holding B.V. 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 15
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
Profunds - Profund Vp Oil & Gas 15
Segment Wealth Management, LLC 15
Dreyfus High Yield Strategies Fund 15
Steward Financial Group LLC 15
RFP Financial Group LLC 15
Calton & Associates, Inc. 15
FourThought Financial, LLC 15
Squar Milner Financial Services Llc 15
Janus Capital Management Llc 15
GLG Partners LP 15
Northwestern Mutual Investment Management Company, Llc 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 15
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 15
Kiley Juergens Wealth Management, Llc 15
GeoSphere Capital Management 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 15
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 15
Adams Asset Advisors, LLC 15
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 15
Measured Wealth Private Client Group, LLC 15
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 15
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 15
TPH Asset Management, LLC 15
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 15
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 15
Ipswich Investment Management Co., Inc. 15
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 15
Strategic Wealth Partners, Ltd. 15
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 15
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 15
Martingale Asset Management L P 15
Quad-Cities Investment Group, LLC 15
Blackrock Multi-sector Opportunities Trust 15
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 15
Spring Creek Capital Llc 15
Coppell Advisory Solutions LLC 15
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 15
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 15
Wealthcare Capital Management Llc 15
Truvestments Capital Llc 15
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 15
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 15
Zweig-DiMenna Associates LLC 15
Deprince Race & Zollo Inc 15
SpiderRock Trading LLC 15
Mutual Of America Capital Management Llc 15
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 15
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 15
Exane Derivatives 15
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 15
Private Ocean, LLC 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 15
Transce3nd, LLC 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
Zions Bancorporation, N.A. 15
Avantax Advisory Services, Inc. 15
Arrow Financial Corp 15
Weld Capital Management Llc 15
Alera Investment Advisors, LLC 15
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 15
TRUE Private Wealth Advisors 15
Atom Investors LP 15
Carolinas Wealth Consulting Llc 15
Foresters Investment Management Company, Inc. 15
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
AMG National Trust Bank 14
Capital Performance Advisors Llp 14
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 14
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 14
Private Wealth Asset Management, LLC 14
Aviance Capital Management, Llc 14
Parametric Market Neutral Portfolio 14
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 14
Csenge Advisory Group 14
Continuum Advisory, LLC 14
Wealthspire Advisors, LLC 14
Voya Natural Resources Equity Income Fund 14
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
Hirtle Callaghan & Co LLC 14
Transamerica Partners Portfolios 14
Capital One, National Association 14
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 14
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 14
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 14
Fred Alger Management, Llc 14
Horizon Kinetics LLC 14
Rodgers Brothers Inc. 14
Putnam Master Intermediate Income Trust 14
Janney Capital Management LLC 14
MUFG Securities EMEA plc 14
SOUTH STATE Corp 14
Founders Financial Alliance, LLC 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
Azzad Asset Management Inc /adv 14
Glenmede Investment Management, LP 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 14
Guardian Wealth Advisors, LLC 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
Globeflex Capital L P 14
Campbell Multi-strategy Trust 14
Teza Capital Management LLC 14
Virginia Retirement System 14
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 14
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 14
Alexandria Capital, LLC 14
Louisiana State Employees Retirement System 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 14
Ab Pooling Portfolios 14
Manning & Napier Group, LLC 14
Hm Payson & Co 14
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 14
Wealth Quarterback LLC 14
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 14
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 14
Bedel Financial Consulting, Inc. 14
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 14
Arden Investment Series Trust 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 14
Independence Bank of Kentucky 14
Peapack Gladstone Financial Corp 14
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 14
Tibra Equities Europe Ltd 14
Absolute Return Capital, LLC 14
Norden Group Llc 14
Empowered Funds, LLC 14
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 14
Hartree Partners, LP 14
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 14
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 14
Capital World Investors 14
Stone Ridge Asset Management LLC 14
Creekmur Asset Management LLC 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 14
Crewe Advisors LLC 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
PIMCO Energy & Tactical Credit Opportunities Fund 14
Jain Global LLC 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 14
SJS Investment Consulting Inc. 14
Westwood Holdings Group Inc 14
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 14
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 14
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 14
Ethic Inc. 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
Global Financial Private Client, LLC 14
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 14
Cape Investment Advisory, Inc. 14
Blackrock Resources & Commodities Strategy Trust 14
Meadow Creek Investment Management LLC 14
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 14
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 14
Beacon Pointe Advisors, LLC 14
Intellectus Partners, LLC 14
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 14
Invictus RG 14
Wealthfront Inc 14
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 14
Old Mutual Global Investors (UK) Ltd. 14
Community Bank, N.A. 14
Sequoia Financial Advisors, LLC 14
Tcw Group Inc 14
American National Insurance Co /tx/ 14
Lake Point Wealth Management 14
Cigna Investments Inc /new 14
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 14
Ritholtz Wealth Management 14
EP Wealth Advisors, Inc. 14
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 14
Sound Income Strategies, LLC 14
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 14
Kornitzer Capital Management Inc /ks 14
Concert Wealth Management Inc. 14
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 14
Aviance Capital Partners, LLC 14
Usca Ria Llc 14
Transamerica Partners Funds Group 14
Inscription Capital, LLC 14
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 14
Golden State Wealth Management, LLC 14
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 14
Concord Wealth Partners 14
Interchange Capital Partners, LLC 14
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 14
Weaver C. Barksdale & Associates, Inc. 14
WASHINGTON TRUST Co 14
Lenox Wealth Management, Inc. 14
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 14
Diametric Capital, LP 14
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 14
Pinnacle Bancorp, Inc. 14
Annis Gardner Whiting Capital Advisors, LLC 14
Asset Dedication, LLC 14
Lombard Odier Asset Management (USA) Corp 14
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 14
Aster Capital Management (DIFC) Ltd 14
Blackrock Muniyield California Quality Fund, Inc. 14
Eagle Global Advisors Llc 14
Transamerica Partners Funds Group Ii 14
Prime Capital Investment Advisors, LLC 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
Wagner Wealth Management, Llc 14
Artemis Investment Management LLP 14
Zurich Insurance Group Ltd/FI 14
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 14
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 14
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
Pitcairn Co 14
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 14
Investment Centers Of America Inc 14
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 14
Rs Investment Management Co Llc 14
Mfs Multimarket Income Trust 14
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 14
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 14
Caisse De Depot Et Placement Du Quebec 14
Counterpoint Mutual Funds LLC 14
CVA Family Office, LLC 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
Aptus Capital Advisors, LLC 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 14
Ninety One UK Ltd 14
Wolff Wiese Magana Llc 14
Td Private Client Wealth Llc 14
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 14
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 14
Capital Bank & Trust Co 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Blackstone / Gso Floating Rate Enhanced Income Fund 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 14
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 14
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 14
IMHAX - IVY FUNDS - Ivy California Municipal High Income Fund Class A 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
F&C Asset Management plc 14
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 14
WealthTrust Axiom LLC 14
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 14
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 14
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 14
Donoghue Forlines LLC 14
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 14
Duality Advisers, Lp 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 14
BFIX - Build Funds Trust - Build Bond Innovation ETF 14
Handelsbanken Fonder AB 14
Western Asset Municipal High Income Fund Inc. 14
Quest Capital Management Inc /adv 14
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 14
Irish Life Investment Managers Ltd. 14
Alpha Windward Llc 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 14
Northwest & Ethical Investments L.P. 14
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 14
Sageworth Trust Co 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
Prudential Global Short Duration High Yield Fund, Inc. 14
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 14
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 14
Bollard Group LLC 14
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 14
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 14
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14
Santa Fe Partners LLC 14
Dorsey Wright & Associates 14
Calvert Investment Management, Inc. 14
Ledyard National Bank 14
State of Alaska, Department of Revenue 14
Advance Capital I Inc 14
Dixon Hughes Goodman Wealth Advisors LLC 14
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
Nebula Research & Development LLC 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
Bellwether Investment Group, LLC 14
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 14
Ziegler Capital Management, LLC 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 14
Robeco Institutional Asset Management B.V. 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 14
First Personal Financial Services 14
Peregrine Asset Advisers, Inc. 14
Capula Management Ltd 14
Axq Capital, Lp 14
IXC - iSHARES TRUST - iShares Global Energy ETF 14
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 14
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 14
Maryland State Retirement & Pension System 14
UMA Financial Services, Inc. 14
Kings Point Capital Management 14
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 14
Erste Asset Management GmbH 14
Bradley Foster & Sargent Inc/ct 14
Associated Banc-corp 14
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 14
Cambridge Trust Co 14
NOCBX - Northern Funds - Northern Core Bond Fund 14
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 14
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 14
Baldwin Brothers Inc/ma 14
Virtus Investment Advisers, Inc. 14
Avalon Advisors, Llc 14
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
Western Asset Municipal Partners Fund Inc. 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
MML Series Investment Fund II - MML Blend Fund Initial Class 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 14
Kempen Capital Management N.v. 14
Quent Capital, LLC 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
BerganKDV Wealth Management, LLC 13
W.G. Shaheen & Associates DBA Whitney & Co 13
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 13
Americana Partners, LLC 13
Delaware Vip Trust - Delaware Vip Value Series Standard Class 13
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 13
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 13
Mount Lucas Management LP 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
Overbrook Management Corp 13
Nbc Securities, Inc. 13
Syon Capital Llc 13
PSI Advisors, LLC 13
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 13
Chicago Equity Partners Llc 13
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 13
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 13
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 13
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 13
HighVista Strategies LLC 13
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 13
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF 13
Cornercap Investment Counsel Inc 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
Calamos Advisors LLC 13
Mycio Wealth Partners, Llc 13
Joel Isaacson & Co., LLC 13
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
Herndon Capital Management Llc 13
Standard Life Aberdeen plc 13
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 13
Daiwa Securities Group Inc. 13
Korea Investment CORP 13
Camarda Financial Advisors, LLC 13
Bbva Usa 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 13
Newgate Capital Management Llc 13
Eagle Bay Advisors LLC 13
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 13
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 13
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 13
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 13
Gamco Investors, Inc. Et Al 13
Hexavest Inc. 13
Anchor Investment Management, LLC 13
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 13
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 13
Bruce G. Allen Investments, LLC 13
Jaffetilchin Investment Partners, LLC 13
Retirement Systems of Alabama 13
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 13
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 13
FLDFX - Meeder Funds - BALANCED FUND Retail Class 13
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 13
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 13
Wedge Capital Management L L P/nc 13
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 13
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 13
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 13
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 13
Ingalls & Snyder Llc 13
Advisory Research Inc 13
American Funds Insurance Series 13
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 13
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 13
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 13
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 13
Foundry Partners, LLC 13
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 13
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 13
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 13
Sargent Bickham Lagudis LLC 13
First PREMIER Bank 13
Banque Cantonale Vaudoise 13
Osborn Rohs Williams & Donohoe Ltd 13
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
DiNuzzo Private Wealth, Inc. 13
New England Research & Management, Inc. 13
Bare Financial Services, Inc 13
Column Capital Advisors, LLC 13
Detwiler Fenton Investment Management LLC 13
Private Wealth Management Group, LLC 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 13
Palladium Partners Llc 13
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 13
Baker Avenue Asset Management, LP 13
Gulf International Bank (UK) Ltd 13
Quest Partners LLC 13
First Heartland Consultants, Inc. 13
Longfellow Investment Management Co Llc 13
Shay Capital LLC 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
BlackRock Multi-Sector Opportunities Trust II 13
Callan Family Office, LLC 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 13
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 13
Gargoyle Investment Advisor L.L.C. 13
Venture Visionary Partners LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 13
Willingdon Wealth Management 13
Cerebellum GP, LLC 13
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 13
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 13
Utah Retirement Systems 13
AllSquare Wealth Management LLC 13
Destination Wealth Management 13
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 13
Lucus Advisors Llc 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
Verdence Capital Advisors LLC 13
Securian Asset Management, Inc 13
Pittenger & Anderson Inc 13
Perpetual Ltd 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
Financial Network Wealth Advisors LLC 13
Greenland Capital Management LP 13
Searle & Co. 13
Koch Industries Inc 13
Diversified Trust Co 13
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
Entropy Technologies, LP 13
Vantage Consulting Group Inc 13
Universal- Beteiligungs- und Servicegesellschaft mbH 13
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 13
Pacitti Group Inc. 13
Personal Cfo Solutions, Llc 13
Opal Wealth Advisors, LLC 13
BBVA USA Bancshares, Inc. 13
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 13
Highland Capital Management, Llc 13
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 13
Oliver Lagore Vanvalin Investment Group 13
Benjamin Edwards Inc 13
Wbi Investments, Inc. 13
Next Financial Holdings 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 13
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 13
Kore Private Wealth LLC 13
Kapitalo Investimentos Ltda 13
Disciplined Investments, LLC 13
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 13
Miller Howard Investments Inc /ny 13
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 13
Monetary Management Group Inc 13
Grove Bank & Trust 13
Apollon Wealth Management, LLC 13
Mizuho Trust & Banking Co., Ltd. 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 13
Renaissance Group Llc 13
Cary Street Partner Investment Advisory Llc 13
Wiley Bros.-aintree Capital, Llc 13
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 13
IFG Advisory, LLC 13
Shapiro Robert N 13
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 13
Addison Advisors LLC 13
Selective Wealth Management, Inc. 13
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 13
Gideon Capital Advisors, Inc. 13
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 13
Bellwether Advisors, LLC 13
C M Bidwell & Associates Ltd 13
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Lighthouse Investment Partners, LLC 13
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 13
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 13
Financial Counselors Inc 13
Marathon Trading Investment Management LLC 13
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 13
Arrowgrass Capital Partners (us) Lp 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
Capital Asset Advisory Services LLC 13
Adams Natural Resources Fund, Inc. 13
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 13
Merit Financial Group, LLC 13
Centenus Global Management, Lp 13
Williams Jones & Associates LLC 13
180 Wealth Advisors, Llc 13
Redwood Investment Management, Llc 13
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 13
Clarus Wealth Advisors 13
Claraphi Advisory Network, LLC 13
Bailard, Inc. 13
Fidelis Capital Partners, LLC 13
Signet Financial Management, Llc 13
Corebridge Financial, Inc. 13
Avidian Wealth Solutions, LLC 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
Segall Bryant & Hamill, Llc 13
Kestra Private Wealth Services, Llc 13
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 13
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 13
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 13
Lombard Odier Asset Management (Switzerland) SA 13
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 13
Allstate Corp 13
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 13
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 13
New York Life Investment Management Llc 13
Nuveen Real Asset Income & Growth Fund 13
Advisor Partners Ii, Llc 13
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 13
Rosenberg Matthew Hamilton 13
Dubuque Bank & Trust Co 13
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 13
CapWealth Advisors, LLC 13
Kelly Financial Services LLC 13
ICA Group Wealth Management, LLC 13
Allegis Investment Advisors, LLC 13
Barings Global Short Duration High Yield Fund 13
Savior LLC 13
Winton Diversified Opportunities Fund 13
Atwood & Palmer Inc 13
Corton Capital Inc. 13
First Horizon Corp 13
HBK Sorce Advisory LLC 13
WR Wealth Planners, LLC 13
Haber Trilix Advisors, Lp 13
Clough Global Opportunities Fund 13
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 13
Prudential Plc 13
Ativo Capital Management LLC 13
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
Aberdeen Asia-pacific Income Fund Inc 13
BlueCrest Capital Management LLP 13
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 13
SevenBridge Financial Group, LLC 13
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 13
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 13
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 13
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 13
Kestra Investment Management, LLC 13
Corient Capital Partners, LLC 13
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 13
Western Asset Investment Grade Defined Opportunity Trust Inc. 13
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 13
Arcadia Investment Management Corp/mi 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
Northwest Wealth Management, Llc 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 13
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 13
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 13
Maven Securities LTD 13
Empirical Finance, LLC 13
Parametrica Management Ltd 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
BI Asset Management Fondsmaeglerselskab A/S 13
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 13
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 13
Point72 Europe (London) LLP 13
Zeke Capital Advisors, Llc 13
Tyers Asset Management LLC 13
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 13
Western Asset Income Fund 13
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
Ridgewood Investments LLC 13
SpiderRock Advisors, LLC 13
YorkBridge Wealth Partners, LLC 13
KIFAX - Forward Funds - Salient Select Income Fund Class A 13
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 13
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 13
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 13
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 13
Kayne Anderson Rudnick Investment Management Llc 13
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
Nikko Asset Management Americas, Inc. 13
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 13
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 13
Rothschild Investment Corp /il 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 13
Meritage Portfolio Management 13
RR Advisors, LLC 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
BOK Financial Private Wealth, Inc. 13
AQGNX - AQR Funds - AQR Global Equity Fund Class N 12
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 12
Comerica Securities,inc. 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Putnam Fl Investment Management Co 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
Point72 (DIFC) Ltd 12
Gateway Investment Advisers Llc 12
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 12
Cranbrook Wealth Management, LLC 12
Kms Financial Services, Inc 12
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 12
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 12
Ashburton (Jersey) Ltd 12
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 12
Dfa Investment Trust Co - The Emerging Markets Series 12
Lido Advisors, LLC 12
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 12
Rsm Us Wealth Management Llc 12
Qtron Investments LLC 12
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 12
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 12
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 12
Covalis Capital Llp 12
Shine Investment Advisory Services Inc 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
Perritt Capital Management Inc 12
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 12
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
Achmea Investment Management B.V. 12
TrimTabs Asset Management, LLC 12
Toth Financial Advisory Corp 12
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
Envestnet Portfolio Solutions, Inc. 12
Caas Capital Management Lp 12
Gryphon Financial Partners LLC 12
Twin Peaks Wealth Advisors, LLC 12
TradeLink Global Equity LLC 12
Tri-continental Corp 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
Whitnell & Co. 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 12
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
U.S. Capital Wealth Advisors, LLC 12
Pekin Hardy Strauss, Inc. 12
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 12
Bowling Portfolio Management LLC 12
Sierra Ocean, Llc 12
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 12
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 12
Voya Global Equity Dividend & Premium Opportunity Fund 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 12
City National Bank 12
Sit Investment Associates Inc 12
First City Capital Management, Inc. 12
Hollencrest Capital Management 12
Kiwi Wealth Investments Limited Partnership 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
Ashton Thomas Securities, Llc 12
GeoWealth Management, LLC 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
Qci Asset Management Inc/ny 12
Snow Capital Management Lp 12
Advisory Alpha, LLC 12
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 12
Tlp Group Llc 12
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 12
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 12
Oakbrook Investments Llc 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
Westfield Capital Management Co Lp 12
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 12
American National Bank 12
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 12
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 12
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 12
Aspire Private Capital, LLC 12
Chiron Capital Management, Llc 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 12
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
Freestone Grove Partners LP 12
Founders Capital Management 12
Total Clarity Wealth Management, Inc. 12
Ahrens Investment Partners LLC 12
CWA Asset Management Group, LLC 12
Enlightenment Research, LLC 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
Principal Diversified Select Real Asset Fund 12
Pacific Capital Wealth Advisors, Inc 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
TFC Financial Management 12
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 12
Amalgamated Financial Corp. 12
Griffin Asset Management, Inc. 12
Wealthfront Advisers Llc 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 12
Clear Harbor Asset Management, LLC 12
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 12
Clough Global Equity Fund 12
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 12
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 12
Evolution Wealth Advisors, LLC 12
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 12
Retirement Planning Co of New England, Inc. 12
Ellis Investment Partners, LLC 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
Syverson Strege & Co 12
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 12
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 12
Bourgeon Capital Management Llc 12
UniSuper Management Pty Ltd 12
NewEdge Wealth, LLC 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 12
Axiom Investment Management LLC 12
Lebenthal Asset Management, LLC 12
Fayez Sarofim & Co 12
Brown Advisory Securities, LLC 12
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 12
Edge Advisors, Llc 12
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 12
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 12
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 12
Bogle Investment Management L P /de/ 12
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
Whipplewood Advisors, LLC 12
Payden & Rygel 12
Chilton Capital Management Llc 12
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 12
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 12
Delphia (USA) Inc. 12
MCF Advisors LLC 12
Barnett & Company, Inc. 12
Pinnacle Associates Ltd 12
Palisade Capital Management Llc/nj 12
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
USA Financial Portformulas Corp 12
Quotient Investors, LLC 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
Alpha Cubed Investments, LLC 12
Credit Capital Investments LLC 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 12
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 12
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 12
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 12
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 12
West Tower Group, LLC 12
American National Registered Investment Advisor, Inc. 12
Cahill Financial Advisors Inc 12
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 12
AT Bancorp 12
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 12
Beaird Harris Wealth Management, LLC 12
Fortitude Advisory Group L.L.C. 12
Country Trust Bank 12
Lincoln National Corp 12
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 12
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 12
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
New Mexico Educational Retirement Board 12
Mizuho Securities Usa Llc 12
VSR Financial Services, Inc. 12
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 12
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 12
Bramshill Investments, LLC 12
Redhawk Wealth Advisors, Inc. 12
DAACX - Adviser Managed Trust - Diversified Equity Fund 12
Blackstone Group Inc 12
Wakefield Asset Management LLLP 12
Vectors Research Management, LLC 12
Grisanti Capital Management LLC 12
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 12
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 12
Activest Wealth Management 12
SPX Equities Gestao de Recursos Ltda 12
Confluence Investment Management Llc 12
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 12
Securian Funds Trust - SFT Core Bond Fund Class 1 12
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 12
Bridgeworth, LLC 12
Mirabella Financial Services Llp 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 12
Vise Technologies, Inc. 12
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 12
Merewether Investment Management, LP 12
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 12
Energy Opportunities Capital Management, LLC 12
RBF Capital, LLC 12
Rise Advisors, LLC 12
Estabrook Capital Management 12
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 12
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 12
Atomi Financial Group, Inc. 12
Matarin Capital Management, LLC 12
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 12
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 12
Foster & Motley Inc 12
Illinois Municipal Retirement Fund 12
Hemington Wealth Management 12
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 12
Maple Securities Usa Inc 12
Intrust Bank Na 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
Liberty Wealth Management Llc 12
Retirement Group, LLC 12
Inspire Advisors, LLC 12
Childress Capital Advisors, Llc 12
Nuveen Diversified Dividend & Income Fund 12
Ballew Advisors, Inc 12
Forward Management, LLC 12
Spectrum Management Group, LLC 12
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 12
Frontier Investment Mgmt Co 12
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 12
Roosevelt Investment Group Llc 12
Accurate Wealth Management, LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 12
Total Investment Management Inc 12
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 12
Barometer Capital Management Inc. 12
Lehman Financial Resources, Inc. 12
Alambic Investment Management, L.P. 12
Polaris Wealth Advisory Group, LLC 12
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
Private Capital Advisors, Inc. 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
Gables Capital Management Inc. 12
Bank Of Hawaii 12
Garrett Wealth Advisory Group, LLC 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
ACG Wealth 12
Altshuler Shaham Ltd 12
Arete Wealth Advisors, LLC 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 12
Symmetry Partners, LLC 12
Integrated Advisors Network LLC 12
KAMES CAPITAL plc 12
Laurel Wealth Advisors, Inc. 12
Global Wealth Management Investment Advisory, Inc. 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 12
Castleview Partners, Llc 12
Sherbrooke Park Advisers Llc 12
Ballentine Partners, LLC 12
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 12
Capital Investment Advisors, LLC 12
Rockefeller Financial Services Inc 12
Discovery Capital Management, Llc / Ct 12
Duff & Phelps Investment Management Co 12
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
Usaa Etf Trust 12
Integrated Wealth Management 12
Denver Investment Advisors Llc 12
Waratah Capital Advisors Ltd. 12
Precocity Capital LP 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
WealthStone, Inc. 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
Sanctuary Advisors, LLC 12
Wright Investors Service Inc 12
Cca Investments Trust 12
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 12
Nvwm, Llc 12
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 12
Rotella Capital Management, Inc. 12
Perella Weinberg Partners Capital Management LP 12
BFOR - ALPS ETF Trust - Barron's 400 ETF 12
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 12
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 12
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 12
PRW Wealth Management LLC 12
Livforsakringsbolaget Skandia, Omsesidigt 12
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 12
Thurston, Springer, Miller, Herd & Titak, Inc. 12
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 12
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 12
Paulson Wealth Management Inc. 12
Levin Capital Strategies, L.p. 12
Lingohr & Partner Asset Management GmbH 12
Certified Advisory Corp 12
Munder Series Trust 12
Jacobi Capital Management LLC 12
Eaton Vance Senior Income Trust 12
Colony Group, LLC 12
Anson Funds Management LP 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
Fort Washington Investment Advisors Inc /oh/ 12
Coastline Trust Co 12
Linscomb & Williams, Inc. 12
Western Asset Intermediate Muni Fund Inc. 12
DC Investments Management, LLC 12
Point72 Middle East FZE 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
LRI Investments, LLC 12
Virtue Capital Management, LLC 12
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 12
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 12
Comerica Securities Inc 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Fdp Series, Inc. 12
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 12
Obermeyer Wood Investment Counsel, Lllp 12
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 12
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 12
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 12
Crestline Management, LP 12
Western Asset Emerging Markets Debt Fund Inc. 12
Lake Street Advisors Group, Llc 12
Nelson Capital Management, LLC 12
Nwam Llc 12
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 12
RPG Investment Advisory, LLC 12
Sutton Wealth Advisors Inc. 12
State Of Michigan Retirement System 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
Williams Jones Wealth Management, LLC. 12
Register Financial Advisors LLC 12
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 12
Exencial Wealth Advisors, Llc 12
First Midwest Bank Trust Division 12
Park Square Financial Group, LLC 12
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12
Integrated Investment Consultants, LLC 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
True Link Financial Advisors, LLC 12
Adams Diversified Equity Fund, Inc. 12
Green Square Capital Advisors Llc 12
Kennedy Capital Management, Inc. 12
Bayforest Capital Ltd 12
Harbour Capital Advisors, LLC 12
Easterly Investment Partners Llc 12
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 12
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 12
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 12
Wesbanco Bank Inc 12
Tsfg, Llc 12
Legacy Advisors, LLC 12
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 12
Lmcg Investments, Llc 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
Cromwell Holdings LLC 12
Truewealth Llc 12
Tarbox Family Office, Inc. 12
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 12
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 12
HSBC FUNDS - HSBC Strategic Income Fund Class A 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
USS Investment Management Ltd 11
Ameriflex Group, Inc. 11
Wasatch Advisors Inc 11
Fortis Capital Advisors, LLC 11
Qsemble Capital Management, LP 11
Cnh Partners Llc 11
Sentry Investment Management Llc 11
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 11
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 11
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 11
Cassady Schiller Wealth Management, LLC 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
Treasurer of the State of North Carolina 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
Ronald Blue & Co Llc 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
Princeton Global Asset Management LLC 11
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
Voleon Capital Management Lp 11
Menora Mivtachim Holdings Ltd. 11
Natixis Investment Managers International 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
Wealthbridge Capital Management, Llc 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 11
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 11
Strategic Blueprint, LLC 11
Heartland Advisors Inc 11
WealthCollab, LLC 11
Harvest Investment Services, LLC 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 11
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 11
Sun Life Financial Inc 11
Symmetry Investments LP 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
Montag A & Associates Inc 11
Neo Ivy Capital Management 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
Pacifica Partners Inc. 11
V Wealth Advisors LLC 11
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 11
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 11
Gladstone Institutional Advisory LLC 11
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 11
Aaron Wealth Advisors LLC 11
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 11
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 11
Riverview Trust Co 11
Alphacrest Capital Management Llc 11
Arlington Partners LLC 11
Moisand Fitzgerald Tamayo, LLC 11
Kingsview Wealth Management, LLC 11
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 11
Archer Investment Corp 11
Mn Services Vermogensbeheer B.V. 11
Horan Securities, Inc. 11
Triad Wealth Partners, LLC 11
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 11
Old Second National Bank Of Aurora 11
Andra AP-fonden 11
M&r Capital Management Inc 11
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 11
Syntal Capital Partners, LLC 11
Bristlecone Advisors, LLC 11
Ferris Capital, Llc 11
Nachman Norwood & Parrott, Inc 11
Trust Investment Advisors 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
IYE - iSHARES TRUST - iShares U.S. Energy ETF 11
Waddell & Reed Advisors Funds 11
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 11
WPG Advisers, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
Price Wealth Management, Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
Clarius Group, LLC 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
Mountain Capital Investment Advisors, Inc 11
Minichmacgregor Wealth Management, Llc 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
Mediolanum International Funds Ltd 11
Security National Trust Co 11
Hilltop National Bank 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
Simmons Bank 11
CTC Alternative Strategies, Ltd. 11
Cavalier Investments, LLC 11
Claybrook Capital, LLC 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
Rothschild Asset Management Inc 11
West Branch Capital LLC 11
Whitener Capital Management, Inc. 11
Emerald Investment Partners, Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 11
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 11
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
D'Orazio & Associates, Inc. 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Homrich & Berg 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 11
Tahithromos, L.L.C. 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Householder Group Estate & Retirement Specialist, LLC 11
Institute for Wealth Management, LLC. 11
Solstein Capital, LLC 11
Acorn Wealth Advisors, LLC 11
Intact Investment Management Inc. 11
tru Independence LLC 11
Palmer Square Opportunistic Income Fund 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
Cobalt Capital Management, Inc. 11
Premia Global Advisors, Llc 11
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 11
Athanor Capital, Lp 11
Greenwood Capital Associates Llc 11
Klp Kapitalforvaltning As 11
Kovack Advisors, Inc. 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
IMA Wealth, Inc. 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
M&g Investment Management Ltd 11
Alpine Woods Capital Investors, Llc 11
Blackhawk Capital Partners LLC. 11
Redwood Wealth Management Group, LLC 11
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 11
Harbor Capital Advisors, Inc. 11
Fort, L.p. 11
Santori & Peters, Inc. 11
Ford Financial Group, LLC 11
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 11
Perkins Investment Management, LLC 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 11
Interval Partners, LP 11
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 11
Park National Corp /oh/ 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
Baker Ellis Asset Management LLC 11
Recurrent Investment Advisors LLC 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
Shepherd Kaplan Krochuk, Llc 11
Congress Wealth Management LLC / DE / 11
3G Capital Partners LP 11
361 Capital Llc 11
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 11
TCTC Holdings, LLC 11
Vollero Beach Capital Partners LLC 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
Jump Trading, LLC 11
Paces Ferry Wealth Advisors, Llc 11
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 11
Quinn Opportunity Partners LLC 11
Hodges Capital Management Inc. 11
Cordant, Inc. 11
Armstrong Advisory Group, Inc 11
Portside Wealth Group, LLC 11
Hara Capital LLC 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 11
Ikos Cif Ltd 11
Visionary Asset Management, Inc. 11
Central Bank & Trust Co 11
Kovitz Investment Group Partners, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
Lombard Odier Asset Management (Europe) Ltd 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
Northpointe Capital Llc 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 11
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 11
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 11
Rialto Wealth Management, LLC 11
Ascend Capital, Llc 11
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 11
Perkins Coie Trust Co 11
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 11
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 11
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 11
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 11
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 11
Mascagni Wealth Management, Inc. 11
Trustmark National Bank Trust Department 11
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 11
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
Webster Bank, N. A. 11
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 11
Saturna Capital CORP 11
Roble, Belko & Company, Inc 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 11
Dividend Asset Capital, Llc 11
Rakuten Securities, Inc. 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 11
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 11
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Tortoise Investment Management, LLC 11
Kb Financial Partners, Llc 11
Tiverton Asset Management Llc 11
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
Taconic Capital Advisors LP 11
ICONIQ Capital, LLC 11
Abound Wealth Management 11
Cantab Capital Partners LLP 11
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 11
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 11
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 11
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 11
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 11
Aberdeen Asset Management Plc/uk 11
Beck Capital Management, Llc 11
Capital Growth Management Lp 11
Eastern Bank 11
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
Orrstown Financial Services Inc 11
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 11
Impala Asset Management LLC 11
Gluskin Sheff & Assoc Inc 11
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 11
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 11
Scout Investments, Inc. 11
Mariner Wealth Advisors-NYC, LLC 11
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
Caldwell Securities, Inc 11
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 11
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 11
Rockbridge Investment Management, LCC 11
Royal Fund Management, LLC 11
Cantor Fitzgerald, L. P. 11
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 11
Paragon Capital Management Ltd 11
Kayne Anderson Capital Advisors Lp 11
McAdams Wright Ragen, Inc. 11
Valued Wealth Advisors LLC 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
Antonetti Capital Management LLC 11
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 11
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 11
Eaton Vance Senior Floating Rate Trust 11
KCTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS California Tax-Free Income Fund Class A 11
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 11
First Trust High Income Long/short Fund 11
Duncker Streett & Co Inc 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
Oppenheimer Quest For Value Funds 11
Gf Fund Management Co. Ltd. 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 11
John Hancock Investors Trust 11
Nuveen Fund Advisors, LLC 11
Copeland Capital Management, LLC 11
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 11
Capital Advisors Inc/ok 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
Cushing Energy Income Fund 11
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 11
Well Done, LLC 11
Kilter Group LLC 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
Xact Kapitalforvaltning AB 11
Altfest L J & Co Inc 11
Baltimore-Washington Financial Advisors, Inc. 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Windsor Capital Management, LLC 11
Mfs High Yield Municipal Trust 11
First Bank & Trust 11
Simon Quick Advisors, Llc 11
Hussman Strategic Advisors, Inc. 11
Eaton Vance California Municipal Income Trust 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
First Command Bank 11
First Command Financial Services, Inc. 11
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 11
Eaton Vance Floating-rate Income Trust 11
TradeLink Capital LLC 11
Garde Capital, Inc. 11
Farmers & Merchants Trust Co of Chambersburg PA 11
Raleigh Capital Management Inc. 11
Engrave Wealth Partners LLC 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
Keel Point, LLC 11
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 11
Cramer Rosenthal Mcglynn Llc 11
LKBAX - LKCM Funds - LKCM Balanced Fund 11
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 11
Arlington Trust Co LLC 11
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 11
McAdam, LLC 11
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 11
IBM Retirement Fund 11
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 11
Albion Financial Group /ut 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
Polianta Ltd 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Mason Street Advisors, Llc 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
Heck Capital Advisors, LLC 11
Forum Financial Management, LP 11
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 11
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 11
R Squared Ltd 11
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 11
Concentric Capital Strategies, LP 11
Columbia Partners L L C Investment Management 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
Byrne Asset Management LLC 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
Thomasville National Bank 11
Banco Santander, S.A. 11
Colonial Trust Advisors 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 11
BRC Investment Management LLC 11
HighMark Wealth Management LLC 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
Level Four Advisory Services, Llc 11
Royal London Asset Management Ltd 11
ProVise Management Group, LLC 11
Castle Hook Partners LP 11
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
Intrinsic Edge Capital Management LLC 11
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
Glg Llc 11
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 11
Fortis Advisors, LLC 11
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 11
Wood Tarver Financial Group, LLC 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 11
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
Principia Wealth Advisory, LLC 11
Scopus Asset Management, L.p. 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 11
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 11
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 11
Omnia Family Wealth, LLC 11
Doyle Wealth Management 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 11
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 11
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 11
Tdam Usa Inc. 11
Knights of Columbus Asset Advisors LLC 11
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 11
Highline Wealth Partners Llc 11
Mercer Capital Advisers, Inc. 11
Stoneridge Investment Partners Llc 11
Keeley-Teton Advisors, LLC 11
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 11
Laffer Investments 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
Girard Partners Ltd. 11
Inceptionr Llc 11
Susquehanna Portfolio Strategies, LLC 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 11
Caitlin John, LLC 11
Xponance, Inc. 11
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 11
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 11
Amerivest Investment Management LLC 11
Planning Capital Management Corp 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
Alpha Paradigm Partners, LLC 11
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 11
National Pension Service 11
Clarkston Capital Partners, LLC 11
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 11
Bridges Investment Management Inc 11
Altus Wealth Group LLC 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
Atlantic Trust, LLC 11
Counsel Portfolio Services Inc. 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Van Hulzen Asset Management, LLC 11
GHP Investment Advisors, Inc. 11
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 11
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 11
Cambiar Investors Llc 11
Insigneo Advisory Services, Llc 11
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 11
Alpha DNA Investment Management LLC 11
Annapolis Financial Services, LLC 11
Impact Partnership Wealth, LLC 11
Hilltop Holdings Inc. 11
Kepos Capital LP 11
Richard Bernstein Advisors LLC 11
Eudaimonia Partners, LLC 11
Hanson & Doremus Investment Management 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
Alethea Capital Management, Llc 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 11
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 11
Pineridge Advisors LLC 11
Bank Of Nova Scotia Trust Co 11
Atticus Wealth Management, Llc 11
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 11
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 11
Arden Trust Co 11
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 11
Partnervest Advisory Services LLC 11
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 11
Vestmark Advisory Solutions, Inc. 11
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 10
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 10
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 10
Next Capital Management LLC 10
Beacon Capital Management, LLC 10
Global Macro Portfolio - Global Macro Portfolio 10
Sugarloaf Wealth Management, LLC 10
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 10
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 10
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 10
Financial Advantage, Inc. 10
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 10
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 10
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 10
Park Place Capital Corp 10
Delphi Private Advisors LLC 10
Kalos Management, Inc. 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
John Hancock Income Securities Trust 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
Clear Investment Research, Llc 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
Herold Advisors, Inc. 10
Crescent Capital Consulting, LLC 10
Sachetta, LLC 10
ACK Asset Management LLC 10
Wintrust Investments Llc 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
Providence Capital Advisors, LLC 10
Worth Asset Management, LLC 10
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 10
PDS Planning, Inc 10
Pinkerton Retirement Specialists, LLC 10
Dunhill Financial, LLC 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
Trellus Management Company, LLC 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 10
Scarborough Advisors, LLC 10
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 10
WESPAC Advisors, LLC 10
Pointe Capital Management LLC 10
Bray Capital Advisors 10
Machina Capital S.a.s. 10
Fortress Investment Group LLC 10
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 10
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 10
SWS Partners 10
Amica Retiree Medical Trust 10
Brasada Capital Management, Lp 10
Cypress Capital Group 10
Dana Investment Advisors, Inc. 10
Country Club Trust Company, n.a. 10
Unison Advisors LLC 10
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 10
Standard Life Investments LTD 10
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 10
Oxbow Advisors, LLC 10
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 10
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 10
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 10
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 10
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 10
HighTower Trust Services, LTA 10
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 10
Trust & Fiduciary Management Services Inc 10
CNB Bank 10
Banque Pictet & Cie Sa 10
Investors Asset Management Of Georgia Inc /ga/ /adv 10
Bell Bank 10
Readystate Asset Management Lp 10
Cornerstone Investment Partners, LLC 10
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 10
Stonehage Fleming (uk) Ltd 10
Cary Street Partners Financial Llc 10
1st Source Bank 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
MML Series Investment Fund II - MML Equity Fund Initial Class 10
Mfs High Income Municipal Trust 10
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 10
Mendota Financial Group, LLC 10
Scientech Research LLC 10
Coppell Advisory Solutions Corp. 10
JTC Employer Solutions Trusteee Ltd 10
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 10
Western Asset/claymore Inflation-linked Opportunities & Income Fund 10
Tiedemann Advisors, Llc 10
Equitec Proprietary Markets, Llc 10
Miles Capital, Inc. 10
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 10
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 10
Flow Traders U.s. Llc 10
RWM Asset Management, LLC 10
Verity Asset Management, Inc. 10
Boston Trust Walden Corp 10
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
Delos Wealth Advisors, LLC 10
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 10
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 10
PFS Partners, LLC 10
Rossmore Private Capital 10
Nemes Rush Group LLC 10
Heritage Wealth Advisors 10
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
Welch & Forbes Llc 10
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 10
Semmax Financial Advisors Inc. 10
Bks Advisors, Llc 10
Bahl & Gaynor Inc 10
Burleson & Company, LLC 10
Howard Hughes Medical Institute 10
Jnl Series Trust - Jnl/crescent High Income Fund (a) 10
LBA Wealth Management, LLC 10
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 10
EBI - RBB Fund Trust - Longview Advantage ETF 10
Wayfinding Financial, LLC 10
Psagot Value Holdings Ltd. / (Israel) 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
Vontobel Holding Ltd. 10
Stevens First Principles Investment Advisors 10
Oppenheimer Global Multi Strategies Fund 10
SignalPoint Asset Management, LLC 10
Stone House Investment Management, LLC 10
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 10
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 10
Tortoise Energy Independence Fund, Inc. 10
Claris Advisors, Llc / Mo / 10
Gyon Technologies Capital Management, LP 10
River Road Asset Management, LLC 10
Synergy Financial Management, LLC 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
B. Metzler seel. Sohn & Co. AG 10
Bay Harbor Wealth Management, LLC 10
Bp Plc 10
Wellington Shields Capital Management, LLC 10
Wellington Shields & Co., LLC 10
Riggs Asset Managment Co. Inc. 10
VCGAX - VALIC Co I - Growth & Income Fund 10
Fiduciary Trust Co 10
Cherry Tree Wealth Management, LLC 10
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 10
Golden State Equity Partners 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 10
Glenview Trust Co 10
Atlantic Union Bankshares Corp 10
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 10
First Capital Advisors Group, LLC. 10
Accel Wealth Management 10
Mainstay Capital Management Llc /adv 10
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 10
Kingswood Wealth Advisors, Llc 10
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 10
Great Valley Advisor Group, Inc. 10
Lloyd Advisory Services, LLC. 10
Courier Capital Llc 10
Northern Oak Wealth Management Inc 10
Reliance Trust Co Of Delaware 10
Goelzer Investment Management, Inc. 10
Westchester Capital Management, LLC 10
Conning Inc. 10
Phoenix Holdings Ltd. 10
Lourd Capital, LLC 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 10
Fairfield, Bush & Co. 10
Washington Trust Advisors, Inc. 10
Ceredex Value Advisors LLC 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 10
Financial Enhancement Group LLC 10
Flinton Capital Management LLC 10
Good Life Advisors, LLC 10
Glass Jacobson Investment Advisors llc 10
Midas Management Corp 10
Roberts Glore & Co Inc /il/ 10
GoalVest Advisory LLC 10
Daiwa Capital Markets America Inc. 10
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 10
Parsons Capital Management Inc/ri 10
Bienville Capital Management, LLC 10
Rathbone Brothers plc 10
SOA Wealth Advisors, LLC. 10
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 10
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
Jupiter Asset Management Ltd 10
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
Edmond De Rothschild (suisse) S.a. 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
Tyler-Stone Wealth Management 10
Pennsylvania Trust Co 10
CoreFirst Bank & Trust 10
Echo Street Capital Management LLC 10
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 10
One Capital Management, LLC 10
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 10
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 10
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 10
Buckingham Strategic Wealth, Llc 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
TCG Advisory Services, LLC 10
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 10
Corbenic Partners LLC 10
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 10
Genesee Valley Trust Co 10
IWB - iSHARES TRUST - iShares Russell 1000 ETF 10
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 10
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 10
Gabelli Dividend & Income Trust 10
Moloney Securities Asset Management, LLC 10
Kula Investments, LLC 10
Emory University 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 10
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
Strategy Asset Managers Llc 10
Rossby Financial, LCC 10
High Note Wealth, LLC 10
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 10
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
B. Metzler seel. Sohn & Co. Holding AG 10
Neuburgh Advisers LLC 10
VisionPoint Advisory Group, LLC 10
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
J.P. Turner & Co Capital Mnagement, LLC 10
QUANTRES ASSET MANAGEMENT Ltd 10
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 10
FSA Wealth Management LLC 10
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 10
Ascent Group, LLC 10
Sterne Agee Group, Inc. 10
Adirondack Trust Co 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
Cypress Asset Management Inc/tx 10
Wrapmanager Inc 10
Origin Asset Management LLP 10
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 10
Canton Hathaway, LLC 10
Peoples Financial Services Corp. 10
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 10
Dynamic Technology Lab Pte Ltd 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 10
Emerald Advisers, Llc 10
Bleakley Financial Group, LLC 10
Affinity Investment Advisors, Llc 10
Blackrock 2022 Global Income Opportunity Trust 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 10
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 10
Bremer Bank National Association 10
Orinda Asset Management LLC 10
Missouri Trust & Investment Co 10
Norinchukin Bank, The 10
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 10
Kavar Capital Partners, LLC 10
GFG Capital, LLC 10
Delaware Investments National Municipal Income Fund 10
GSB Wealth Management, LLC 10
Euclid Advisors LLC 10
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 10
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
Wade G W & Inc 10
Schechter Investment Advisors, LLC 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 10
Citizens Business Bank 10
TD Capital Management LLC 10
XR Securities LLC 10
Brown, Lisle/cummings, Inc. 10
Northern Capital Management Llc 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
Thomist Capital Management, LP 10
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 10
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
Resources Management Corp /ct/ /adv 10
Invesco High Income Trust Ii 10
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 10
Abich Financial Wealth Management LLC 10
Wetzel Investment Advisors, Inc. 10
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 10
Li Winifred I 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
WESPAC Advisors SoCal, LLC 10
RMB Capital Management, LLC 10
Gyl Financial Synergies, Llc 10
Nfj Investment Group, Llc 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 10
Everence Capital Management Inc 10
ARS Investment Partners, LLC 10
St. Johns Investment Management Company, LLC 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 10
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 10
Credential Qtrade Securities Inc. 10
Oppenheimer International Bond Fund 10
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 10
Geneva Advisors, LLC 10
Nuveen Core Equity Alpha Fund 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
Cidel Asset Management Inc 10
Smith Affiliated Capital Corp. 10
Advisors Capital Management, LLC 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Blume Capital Management, Inc. 10
Cleararc Capital Inc 10
IPG Investment Advisors LLC 10
GFS Advisors, LLC 10
Arkfeld Wealth Strategies, L.L.C. 10
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 10
Colonial Trust Co / SC 10
Investors Capital Advisory Services 10
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 10
IMS Capital Management 10
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
Dakota Wealth Management 10
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 10
Lucas Capital Management 10
Chartwell Investment Partners, Llc 10
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 10
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 10
Twin Capital Management Inc 10
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 10
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 10
Psagot Investment House Ltd. 10
Nuveen California Municipal Value Fund Inc 10
Zions Bancorporation, National Association /ut/ 10
EPG Wealth Management LLC 10
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 10
Miller/howard High Income Equity Fund 10
Foundation Resource Management Inc 10
Bmc Fund Inc 10
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 10
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 10
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 10
AdvisorShares Investments LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 10
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 10
Dorsey & Whitney Trust CO LLC 10
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 10
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 10
Operose Advisors LLC 10
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
Lee Danner & Bass Inc 10
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 10
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
Capital Management Associates /ny/ 10
Small Cap Value Fund, Inc. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 10
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 10
SYSTM Wealth Solutions LLC 10
Hazlett, Burt & Watson, Inc. 10
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 10
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 10
Sanders Morris Harris Llc 10
Dynamic Advisor Solutions LLC 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Indiana Trust & Investment Management CO 10
Coston, McIsaac & Partners 10
Barrett Asset Management, LLC 10
Personal Capital Advisors Corp 10
Ten Capital Wealth Advisors, LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
BP Capital Fund Advisors, LLC 10
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 10
Pacific Global Investment Management Co 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
DnB Asset Management AS 10
Manchester Financial Inc 10
CHICAGO TRUST Co NA 10
Sapient Capital Llc 10
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 10
Simplicity Wealth,LLC 10
Invesco Municipal Opportunity Trust 10
Safeguard Investment Advisory Group, LLC 10
Stonehage Fleming Financial Services Holdings Ltd 10
Binnacle Investments Inc 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
West Oak Capital, LLC 10
American Independence Funds Trust 10
Mint Tower Capital Management B.V. 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
Cornerstone Financial Partners, LLC 10
Cedar Wealth Management, LLC 10
Gerstein Fisher 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
Global Wealth Strategies & Associates 10
Deroy & Devereaux Private Investment Counsel Inc 10
Decade Capital Management Llc 10
Blackthorn Investment Group Llc 10
Meitav Dash Investments Ltd 10
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
Allegheny Financial Group LTD 10
Green Arrow Capital Management Llc 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 10
Sii Investments Inc/wi 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
True North Advisors, LLC 10
Blue Arrow Capital Management Llc 10
Woodley Farra Manion Portfolio Management Inc 10
HFM Investment Advisors, LLC 10
Horizon Kinetics Asset Management Llc 10
Delta Lloyd Nv 10
Global Financial Private Capital, LLC 10
Monroe Bank & Trust/mi 10
Bank Of The West 10
Personal Wealth Partners 10
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 10
Icon Wealth Advisors, LLC 10
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 10
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 10
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 10
Kwmg, Llc 10
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 10
Qrg Capital Management, Inc. 10
Leap Investments Lp 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 10
Roxbury Financial LLC 10
Sawgrass Asset Management Llc 10
1st Global Advisors, Inc. 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
Old North State Trust, LLC 10
Summit Financial, LLC 10
PIMCO Flexible Municipal Income Fund 10
Gilman Hill Asset Management, LLC 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Mfs Municipal Income Trust 10
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 10
Gabelli Equity Series Funds Inc 10
Baader Bank INC 10
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 10
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 10
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
Stonegate Investment Group, LLC 10
CT Financial Advisors LLC 10
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 10
Taylor Hoffman Wealth Management 10
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
Laurel Wealth Advisors LLC 10
Amica Mutual Insurance Co 10
CHURCHILL MANAGEMENT Corp 10
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 10
Trust Co Of Toledo Na /oh/ 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Strategic Financial Concepts, LLC 10
Parisi Gray Wealth Management 10
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 10
Kiker Wealth Management, LLC 10
Brighton Jones Llc 10
Jackson Square Capital, Llc 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
Teamwork Financial Advisors, LLC 10
Charter Trust Co 10
Jackson Hole Capital Partners, LLC 10
BKM Wealth Management, LLC 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
Mraz, Amerine & Associates, Inc. 10
eCIO, Inc. 10
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 10
Lloyds Banking Group plc 10
Voya Financial Advisors, Inc. 10
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
Gladius Capital Management LP 10
Bruderman Asset Management, LLC 10
Glg Inc. 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
Hartford Financial Management Inc. 10
Quilter Plc 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
Regent Peak Wealth Advisors LLC 10
Kathmere Capital Management, LLC 10
Munder Capital Management 10
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 10
Ogorek Anthony Joseph /ny/ /adv 10
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 10
Voisard Asset Management Group, Inc. 10
MU Investments Co., Ltd. 10
F/M Investments LLC 10
NuWave Investment Management, LLC 10
Nuveen High Income November 2021 Target Term Fund 10
SCP Investment, LP 10
Smith Group Asset Management, LLC 10
HB Wealth Management, LLC 10
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 9
J. W. Coons Advisors, LLC 9
Symphony Financial, Ltd. Co. 9
Bank Julius Baer & Co. Ltd, Zurich 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
Walker Asset Management, LLC 9
Strengthening Families & Communities, LLC 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
Family Firm, Inc. 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 9
PPM Funds - PPM High Yield Core Fund (Inst) 9
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 9
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 9
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 9
Connable Office Inc 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
Integrated Wealth Counsel, Llc 9
AlphaCentric Advisors LLC 9
Private Bank & Trust Co 9
K.J. Harrison & Partners Inc 9
Simply Money Advisors 9
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 9
BTC Capital Management, Inc. 9
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 9
Lebenthal Holdings,LLC 9
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 9
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 9
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 9
RBB FUND, INC. - Aquarius International Fund 9
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 9
Wahed Invest LLC 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
Redmont Wealth Advisors Llc 9
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
Agf Management Ltd 9
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 9
Planned Solutions, Inc. 9
Fortis Group Advisors, LLC 9
Jeppson Wealth Management, Llc 9
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 9
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 9
Northwest Investment Counselors, Llc 9
CenterBook Partners LP 9
YHB Investment Advisors, Inc. 9
Argentus Capital Management, LLC 9
Clearview Wealth Advisors LLC 9
Sage Mountain Advisors LLC 9
Commonwealth Financial Services, LLC 9
McClarren Financial Advisors, Inc. 9
Metis Global Partners, LLC 9
Ellsworth Advisors, LLC 9
Baker Tilly Financial, Llc 9
Haverford Trust Co 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Shufro Rose & Co Llc 9
Confluence Wealth Services, Inc. 9
IAG Wealth Partners, LLC 9
Lebenthal Global Advisors, LLC 9
Mach-1 Financial Group, Inc. 9
qPULA Trading Management LP 9
Mcdonald Partners Llc 9
InterOcean Capital Group, LLC 9
Cherokee Insurance Co 9
Investment Management Corp of Ontario 9
Standard Family Office LLC 9
Freedman Financial Associates, Inc. 9
Kowal Investment Group, LLC 9
Fractal Investments LLC 9
REAP Financial Group, LLC 9
Point View Wealth Management, Inc. 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Connectus Wealth, LLC 9
PGGM Investments 9
AXS Investments LLC 9
Pallas Capital Advisors LLC 9
Midwest Trust Co 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
Bank of New Hampshire 9
Heritage Wealth Management, Llc 9
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 9
Desjardins Global Asset Management Inc. 9
PNC Managed Account Solutions, Inc. 9
Eisler Capital (UK) Ltd. 9
Alta Advisers Ltd 9
Amplius Wealth Advisors, LLC 9
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 9
Strategic Asset Management, LLC 9
Wedmont Private Capital 9
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 9
Endurance Wealth Management, Inc. 9
Camelot Portfolios, LLC 9
Dowling & Yahnke Llc 9
Field & Main Bank 9
Gw Henssler & Associates Ltd 9
683 Capital Management, LLC 9
Palladiem, Llc 9
Prentiss Smith & Co Inc 9
Vicus Capital 9
Quantum Capital Management 9
BancorpSouth Inc 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
Solaris Asset Management Llc 9
Evanston Investments, Inc., dba Evanston Advisors 9
Waldron Private Wealth LLC 9
Becker Capital Management Inc 9
Cutter & CO Brokerage, Inc. 9
JCIC Asset Management Inc. 9
EJF Capital LLC 9
Zwj Investment Counsel Inc 9
Klingenstein Fields & Co Lp 9
Tokio Marine Asset Management Co Ltd 9
DT Investment Partners, LLC 9
Cordasco Financial Network 9
Fourth Dimension Wealth, LLC 9
Prio Wealth Limited Partnership 9
Stancorp Investment Advisers Inc 9
Shinko Asset Management Co., Ltd. 9
Old Point Trust & Financial Services N A 9
Credential Securities Inc. 9
Telemus Capital, Llc 9
10Elms LLP 9
Cullinan Associates Inc 9
Banced Corp 9
Legacy Private Trust Co. 9
Daiwa SB Investments Ltd. 9
Jarislowsky, Fraser Ltd 9
Stock Yards Bank & Trust Co 9
Modera Wealth Management, LLC 9
Kcm Investment Advisors Llc 9
Logan Capital Management Inc 9
Adell Harriman & Carpenter Inc 9
Capital Research Global Investors 9
BBT Capital Management, LLC 9
DSAM Partners (London) Ltd 9
King Wealth 9
Price Capital Management, Inc. 9
Tredje AP-fonden 9
Jacobus Wealth Management, Inc. 9
Wharton Business Group, LLC 9
Stratton Management Co 9
Ferguson Wellman Capital Management, Inc 9
Nbt Bank N A /ny 9
Bremer Trust National Association 9
Ckw Financial Group 9
River Wealth Advisors LLC 9
Amica Pension Fund Board Of Trustees 9
John G Ullman & Associates Inc 9
Mission Wealth Management, Lp 9
Palisade Asset Management, LLC 9
Mitchell Mcleod Pugh & Williams Inc 9
Trust Co 9
Kessler Investment Group, LLC 9
Premier Asset Management Llc 9
Piershale Financial Group, Inc. 9
Family Management Corp 9
Icc Capital Management Inc/ 9
Meiji Yasuda Asset Management Co Ltd. 9
Weatherstone Capital Management 9
Acuity Investment Management Inc 9
Crestwood Advisors Group LLC 9
Dean Investment Associates, Llc 9
Chemical Bank 9
Tuttle Tactical Management LLC 9
HWG Holdings LP 9
Telemetry Investments, L.L.C. 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
Valentine Capital Asset Management, Inc. 9
Thomas J. Herzfeld Advisors, Inc. 9
Growth Fund Of America 9
Lakeview Capital Partners, LLC 9
Sagespring Wealth Partners, Llc 9
Alpha Omega Wealth Management LLC 9
Raab & Moskowitz Asset Management LLC 9
Exane Asset Management 9
J.Safra Asset Management Corp 9
Madden Advisory Services, Inc. 9
Fma Advisory Inc 9
NorthRock Partners, LLC 9
Greenwich Investment Management, Inc. 9
McGowan Group Asset Management, Inc. 9
RPg Family Wealth Advisory, LLC 9
Millstone Evans Group, LLC 9
Wealthsource Partners, Llc 9
Belmont Global Advisors, Inc. 9
Hughes Financial Services, LLC 9
Parkworth Wealth Management, Inc. 9
Zimmer Partners, LP 9
Generali Investments CEE, investicni spolecnost, a.s. 9
Cna Financial Corp 9
Rampart Investment Management Company, LLC 9
Dai-ichi Life Holdings, Inc. 9
Nations Financial Group Inc, /ia/ /adv 9
Farmers National Bank 9
Blue Rock Advisors, LLC 9
Cannell Peter B & Co Inc 9
Klingman & Associates, LLC 9
Spears Abacus Advisors LLC 9
TBP Investments Management, LLC 9
Jasinkiewicz Capital Management, Lp 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
Community Bank System, Inc. 9
Forty4 Asset Management LLC 9
Harwood Advisory Group, LLC 9
Capital International Investors 9
Yellowstone Partners, LLC 9
Stonebridge Financial Group, LLC 9
Wilmington Funds Management Corp 9
Rikoon Group, LLC 9
Ibex Wealth Advisors 9
AustralianSuper Pty Ltd 9
Mascoma Wealth Management LLC 9
Kohmann Bosshard Financial Services, LLC 9
Private Advisory Group LLC 9
Financial Advisors Network, Inc. 9
Cpwm, Llc 9
Capital Income Builder 9
Dai-Ichi Life Insurance Company, Ltd 9
West Family Investments, Inc. 9
R&F Capital Advisors LP 9
IFM Investors Pty Ltd 9
Infrastructure Capital Advisors, Llc 9
Wsfs Capital Management, Llc 9
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 9
MARSHALL WACE ASIA Ltd 9
Sterling Investment Advisors, Ltd. 9
Clear Perspective Advisors, LLC 9
Aua Capital Management, Llc 9
Crescent Grove Advisors, LLC 9
Independent Solutions Wealth Management, LLC 9
Intercontinental Wealth Advisors, LLC 9
Tiaa, Fsb 9
Mesirow Financial Investment Management, Inc. 9
MPS Loria Financial Planners, LLC 9
American Financial Network Advisory Services Llc 9
SRB Corp 9
Royce & Associates Lp 9
Invesco Quality Municipal Income Trust 9
Invesco Trust For Investment Grade Municipals 9
Oppenheimer Capital Income Fund 9
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
Franklin Universal Trust 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 9
Guardian Life Insurance Co Of America 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 9
Greater India Portfolio - Greater India Portfolio 9
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 9
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 9
Vaughan Nelson Investment Management, L.p. 9
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 9
Eaton Vance Tax-managed Buy-write Income Fund 9
Nuveen S&p 500 Buywrite Income Fund 9
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 9
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Old Republic International Corp 9
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
Himco Variable Insurance Trust 9
Blackrock Enhanced Equity Dividend Trust 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
Kentucky Retirement Systems Insurance Trust Fund 9
Net Worth Advisory Group 9
Folger Hill Asset Management LP 9
Delaware Enhanced Global Dividend & Income Fund 9
Hall Laurie J Trustee 9
Kayne Anderson Midstream/energy Fund, Inc. 9
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 9
Virtus Global Multi-sector Income Fund 9
Western Asset/claymore Inflation-linked Securities & Income Fund 9
New Wave Wealth Advisors Llc 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
Dfa Investment Trust Co - The U.s. Large Cap Value Series 9
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
Mfs Intermediate Income Trust 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Pioneer Diversified High Income Trust 9
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 9
Horizons Etf Trust I 9
Wells Fargo Multi-sector Income Fund 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
New York Life Trust Co 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
Nuveen Select Maturities Municipal Fund 9
Pioneer High Income Trust 9
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
Dixon Hubard Feinour & Brown Inc/va 9
Nova Wealth Management, Inc. 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
Trilogy Capital Inc. 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
Holistic Financial Partners 9
BancorpSouth Bank 9
Midwest Professional Planners, LTD. 9
Kaizen Advisory, Llc 9
MANA Advisors LLC 9
Gen-Wealth Partners Inc 9
Nissay Asset Management Corp /japan/ /adv 9
Cowen And Company, Llc 9
Game Creek Capital, LP 9
Eubel Brady & Suttman Asset Management Inc 9
Resource Management, LLC 9
OmniStar Financial Group, Inc. 9
Centerpoint Advisors, LLC 9
Harvest Group Wealth Management, Llc 9
Signature Wealth Management Group 9
Hc Financial Advisors Inc 9
Altium Wealth Management LLC 9
Greenline Partners, LLC 9
Redpoint Investment Management Pty Ltd 9
Worldquant Millennium Advisors Llc 9
Cozad Asset Management Inc 9
Equitable Holdings, Inc. 9
PPM Funds - PPM Floating Rate Income Fund (Inst) 9
Wealth Preservation Advisors, LLC 9
Lavaca Capital Llc 9
Legacy Bridge, LLC 9
Essex Savings Bank 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
Jag Capital Management, Llc 9
Marco Investment Management Llc 9
Coastal Capital Group, Inc. 9
Stratos Wealth Advisors, LLC 9
Concurrent Investment Advisors, LLC 9
Sirios Capital Management L P 9
Asahi Life Asset Management Co., Ltd. 9
Ossiam 9
Salomon & Ludwin, LLC 9
Hnp Capital Llc 9
Pensionmark Financial Group, Llc 9
Brandywine Oak Private Wealth Llc 9
Human Investing LLC 9
Mid Atlantic Financial Management Inc/adv 9
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9
Means Investment Co., Inc. 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
Joseph P. Lucia & Associates, LLC 9
Cornerstone Wealth Group, LLC 9
Jump Trading, Llc 9
Richardson Financial Services Inc. 9
Transcendent Capital Group LLC 9
Bpv Family Of Funds 9
Stockman Wealth Management, Inc. 9
Groupama Asset Managment 9
Beck Bode, LLC 9
Alaska Permanent Fund Corp 9
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 9
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 9
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
Ruffer LLP 9
Grace Capital 9
First Financial Bankshares Inc 9
Main Street Group, LTD 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
EntryPoint Capital, LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
Wilmington Trust Co 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 9
Plato Investment Management Ltd 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 9
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 9
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 9
Frazier Financial Advisors, LLC 9
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 9
Atlantic Edge Private Wealth Management, LLC 9
Balasa Dinverno & Foltz Llc 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
GATEX - Gateway Trust - Gateway Fund Class A Shares 9
Northwest Financial Advisors 9
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 9
E. Ohman J:or Asset Management AB 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 9
Gilliland Jeter Wealth Management LLC 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
William Blair Investment Management, Llc 9
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
Brave Asset Management Inc 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 9
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
Philadelphia Trust Co 9
Vanguard Windsor Funds 9
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 9
Mitchell Group Inc 9
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 9
West Paces Advisors Inc. 9
MML Series Investment Fund II - MML Equity Rotation Fund Class II 9
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
Franklin Templeton ETF Trust - Western Asset Bond ETF 9
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
Greylin Investment Mangement Inc 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
IWM - iSHARES TRUST - iShares Russell 2000 ETF 9
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 9
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 9
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
Evermay Wealth Management Llc 9
EA Series Trust 9
First National Bank Sioux Falls 9
Whitebox Advisors Llc 9
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 9
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 9
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
Beach Investment Counsel Inc/pa 9
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 9
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 9
Main Street Research LLC 9
SWAN Capital LLC 9
Frank, Rimerman Advisors LLC 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
PFG Investments, LLC 9
Grey Street Capital, LLC 9
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 9
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
STXV - EA Series Trust - Strive 1000 Value ETF 9
Nippon Life Global Investors Americas, Inc. 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 9
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 9
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 9
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
Private Management Group Inc 9
Penn Capital Management Co Inc 9
Grandfield & Dodd, Llc 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
Compass Wealth Management LLC 9
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 9
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 9
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 9
Halbert Hargrove Global Advisors, Llc 9
Carnegie Capital Asset Management, LLC 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
Segantii Capital Management Ltd 9
Mill Creek Capital Advisors, LLC 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
Miracle Mile Advisors, LLC 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 9
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 9
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
ISAM Funds (UK) Ltd 9
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 9
Harvest Portfolios Group Inc. 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
Garda Capital Partners Lp 9
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 9
Moran Wealth Management, LLC 9
Pinnacle Financial Partners Inc 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
Kentucky Retirement Systems 9
Usa Mutuals Advisors, Inc. 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
Moody Lynn & Lieberson, Llc 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 9
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 9
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 9
Patten Group, Inc. 9
Genesis Wealth Advisors, LLC 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 9
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 9
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
Beacon Capital Management, Inc. 9
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 9
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 9
Fiduciary Alliance LLC 9
Gallacher Capital Management LLC 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
Schafer Cullen Capital Management Inc 9
DRLL - EA Series Trust - Strive U.S. Energy ETF 9
First Foundation Advisors 9
Meiji Yasuda Life Insurance Co 9
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 9
Drive Wealth Management, Llc 9
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 9
Epoch Investment Partners, Inc. 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
Aris Wealth Services, Inc. 9
PFG Private Wealth Management, LLC 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 9
WealthPlan Investment Management, LLC 9
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Choate Investment Advisors 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 9
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 9
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 9
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 9
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 9
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 9
Kimelman & Baird, LLC 9
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 9
Beech Hill Advisors, Inc. 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
Phocas Financial Corp. 9
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 9
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9
National Penn Investors Trust Co /pa 9
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 9
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 9
Sprott Inc. 9
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
Mizuho Asset Management Co.,Ltd. 9
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 9
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 9
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 9
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 9
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 9
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 9
America First Investment Advisors, LLC 9
Bangor Savings Bank 9
Cfm Wealth Partners Llc 9
Leelyn Smith, LLC 9
Great Diamond Partners, LLC 9
Stokes Family Office, LLC 9
Islay Capital Management, Llc 9
CBIZ Investment Advisory Services, LLC 9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9
Wealth Alliance 9
1620 Investment Advisors, Inc. 9
L2 Asset Management, LLC 9
EHP Funds Inc. 9
Aprio Wealth Management, LLC 9
N.E.W. Advisory Services LLC 9
Visionary Wealth Advisors 9
Center for Financial Planning, Inc. 9
Deseret Mutual Benefit Administrators 9
Haafor (Singapore) Pte. Ltd. 9
Argent Advisors, Inc. 9
Great Lakes Retirement, Inc. 9
Transcend Wealth Collective, Llc 9
Stephenson National Bank & Trust 9
LGT Group Foundation 9
Cadence Bank Na 9
RMR Wealth Builders 9
FSC Wealth Advisors, LLC 9
High Net Worth Advisory Group LLC 9
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 9
State of New Jersey Common Pension Fund A 9
Winton Capital Management Ltd 9
Consolidated Planning Corp 9
RiverPoint Capital Management, LLC 8
Blue Bell Private Wealth Management, Llc 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
AlTi Global, Inc. 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
KCS Wealth Advisory 8
Canal Capital Management, LLC 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
Malaga Cove Capital, LLC 8
Donald L. Hagan, LLC 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 8
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8
Acropolis Investment Management, LLC 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8
Clal Insurance Enterprises Holdings Ltd 8
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8
BLB&B Advisors, LLC 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
FLP Wealth Management, LLC 8
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
Europacific Growth Fund 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
Cullen Investment Group, Ltd. 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
Peachtree Investment Advisors, Inc. 8
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 8
Davis R M Inc 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Artisan Partners Limited Partnership 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
Capital City Trust Co/fl 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
LM Advisors LLC 8
RGT Wealth Advisors, LLC 8
Integrity Alliance, Llc. 8
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
Exchange Capital Management, Inc. 8
Meristem Family Wealth, LLC 8
Everett Harris & Co /ca/ 8
Roundview Capital LLC 8
CrestPoint Capital Management, LLC 8
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 8
Degroof Petercam Asset Management 8
Morningstar Investment Services LLC 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
Beese Fulmer Investment Management, Inc. 8
Brick & Kyle, Associates 8
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
Semanteon Capital Management, LP 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
Exxonmobil Investment Management Inc /tx 8
Unique Wealth Strategies, LLC 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 8
Hourglass Capital, Llc 8
Atalanta Sosnoff Capital, Llc 8
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 8
VNBTrust, National Association 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
Signature Resources Capital Management, LLC 8
AMF Pensionsforsakring AB 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
Hilton Capital Management, LLC 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
Heritage Investors Management Corp 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
MeadowBrook Investment Advisors LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
Cushing Mlp Total Return Fund 8
Resurgent Financial Advisors LLC 8
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 8
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 8
Boyd Watterson Asset Management Llc/oh 8
Citizens National Bank Trust Department 8
Triasima Portfolio Management inc. 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
Crow Point Partners, LLC 8
Tobam 8
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
Live Your Vision, LLC 8
Maseco Llp 8
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 8
Towle & Co 8
Strategic Wealth Advisors Group, LLC 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
NSIDX - Northern Funds - Northern Small Cap Index Fund 8
Groesbeck Investment Management Corp /nj/ 8
Mid Continent Capital Llc/il 8
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
Welch Group, LLC 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
Gyroscope Capital Management Group, Llc 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
Guinness Atkinson Asset Management Inc 8
Guinness Asset Management LTD 8
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 8
Basso Capital Management, L.p. 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
Vestor Capital, Llc 8
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 8
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 8
Parcion Private Wealth LLC 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
Vantage Investment Partners, LLC 8
Callan Capital, LLC 8
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 8
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
Tiger Eye Capital LLC 8
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
Oarsman Capital, Inc. 8
South Georgia Capital, Llc 8
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
RFG Advisory, LLC 8
Lowe Brockenbrough & Co Inc 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
Horan Capital Advisors, LLC. 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
Kingfisher Capital LLC 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
BSW Wealth Partners 8
Essex Investment Management Co Llc 8
Catalytic Wealth RIA, LLC 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 8
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 8
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 8
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 8
Banque Transatlantique SA 8
United Asset Strategies, Inc. 8
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8
New Age Alpha Advisors, LLC 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
Stux Capital Management, LLC 8
Advanced Series Trust - Ast International Growth Portfolio 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
Ssi Investment Management Llc 8
Gratus Capital LLC 8
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
Bamco Inc /ny/ 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
Argent Trust Co 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
Risk Paradigm Group, LLC 8
Covenant Multifamily Offices, LLC 8
Advanced Series Trust - Ast International Value Portfolio 8
Cypress Funds Llc 8
Deltec Asset Management Llc 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 8
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 8
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 8
SSO - PROSHARES TRUST - ProShares Ultra S&P500 8
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 8
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 8
Wingate Wealth Advisors, Inc. 8
Masters Capital Management Llc 8
Ccm Investment Advisers Llc 8
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 8
Oppenheimer Steelpath Panoramic Fund 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 8
Wilmington Trust Investment Management, LLC 8
Wilmington Trust, National Association 8
Headinvest, Llc 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
VCIGX - VALIC Co I - Dividend Value Fund 8
VSTIX - VALIC Co I - Stock Index Fund 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
Alerus Financial Na 8
VCULX - VALIC Co I - Growth Fund 8
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
Castle Wealth Management Llc 8
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 8
M Holdings Securities, Inc. 8
Bfsg, Llc 8
Cookson Peirce & Co Inc 8
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 8
Global Trust Asset Management, LLC 8
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
Burt Wealth Advisors 8
Kentucky Trust Co 8
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 8
EdgeRock Capital LLC 8
Franklin, Parlapiano, Turner & Welch, LLC 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 8
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 8
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 8
Zullo Investment Group, Inc. 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
Spdr S&p 500 Etf Trust 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
Axxcess Wealth Management, Llc 8
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 8
Paradigm Capital Management Inc/ny 8
Guyasuta Investment Advisors Inc 8
Steadfast Advisors Lp 8
Hollow Brook Wealth Management LLC 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
Federated Mdt Large Cap Value Fund 8
Your Advocates Ltd., LLP 8
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
PKO Investment Management Joint-Stock Co 8
Catamount Wealth Management 8
Guardian Investor Services Llc 8
Woodmont Investment Counsel Llc 8
Cohen & Steers Capital Management Inc 8
Aberdeen Global Income Fund Inc 8
Intrua Financial, LLC 8
Sendero Wealth Management, LLC 8
WFA of San Diego, LLC 8
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
BP Capital Management L P 8
Wells Fargo Utilities & High Income Fund 8
Railway Pension Investments Ltd 8
AlphaCore Capital LLC 8
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8
Quaker Wealth Management, LLC 8
Invesco Advantage Municipal Income Trust Ii 8
Union Bancaire Privee, UBP SA 8
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 8
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 8
PFG Advisors 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
Canyon Capital Advisors Llc 8
Novare Capital Management Llc 8
Penseco Financial Services Corp 8
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 8
New England Asset Management Inc 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
TFG Advisers LLC 8
Advanced Investment Partners, LLC 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
Western Pacific Wealth Management, LP 8
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 8
Cazenove Capital Management Ltd 8
Bridgecreek Investment Management, LLC 8
Cullen Capital Management, LLC 8
Beck Mack & Oliver Llc 8
Mbb Public Markets I Llc 8
Banco BTG Pactual S.A. 8
Adviser Investments LLC 8
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 8
Traynor Capital Management, Inc. 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 8
Romano Brothers And Company 8
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 8
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 8
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 8
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
North Star Asset Management Inc 8
Fort Point Capital Partners LLC 8
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 8
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 8
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
New World Fund Inc 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
Trillium Asset Management, Llc 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 8
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
Journey Strategic Wealth Llc 8
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 8
BLPIX - Profunds - Bull Profund Investor Class 8
ULPIX - Profunds - Ultrabull Profund Investor Class 8
Keystone Wealth Services, LLC 8
Voya Emerging Markets High Dividend Equity Fund 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 8
RE Dickinson Investment Advisors, LLC 8
Kernodle & Katon Asset Management Group, LLC 8
Tennessee Valley Asset Management Partners 8
New Millennium Group LLC 8
Simmons First Trust Co Na 8
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 8
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 8
First National Bank Of Omaha 8
Strategic Capital Alternatives LLC 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 8
JS Capital Management LLC 8
Dialectic Capital Management, Lp 8
Jackson Creek Investment Advisors LLC 8
Park Avenue Institutional Advisers LLC 8
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
Davis Capital Management 8
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 8
Dividend & Income Fund 8
Creative Capital Management Investments LLC 8
Bnc Wealth Management, Llc 8
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 8
Eaton Vance California Municipal Bond Fund 8
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 8
Camden Capital, LLC 8
Mattson Financial Services, LLC 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 8
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 8
Wealth Advisory Solutions, LLC 8
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
DAINX - Dunham Funds - Dunham International Stock Fund Class A 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
Chapin Davis, Inc. 8
VitalStone Financial, LLC 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
Ruggie Capital Group 8
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 8
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 8
Nuveen Multi-market Income Fund 8
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 8
Wright Managed Equity Trust 8
Ransom Advisory, Ltd 8
LifePlan Financial Group, Inc 8
Goodwin Investment Advisory 8
Kemnay Advisory Services Inc. 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Usca All Terrain Fund 8
Managed Asset Portfolios, Llc 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Atala Financial Inc 8
New America High Income Fund Inc 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 8
MTM Investment Management, LLC 8
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 8
Diversified, LLC 8
Samalin Investment Counsel, LLC 8
Bardin Hill Management Partners Lp 8
Us Financial Advisors, Llc 8
New England Capital Financial Advisors LLC 8
Heritage Trust Co 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
Cohen & Steers Global Income Builder, Inc 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Future Financial Wealth Managment LLC 8
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 8
Berger Financial Group, Inc 8
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 8
Td Asset Management Usa Funds Inc. 8
Anchor Bolt Capital, LP 8
E Fund Management Co., Ltd. 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
FirstMerit Bank N A Trustee 8
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 8
Burnham Asset Management Corp /ny/ 8
Pacific Center for Financial Services 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
Successful Portfolios LLC 8
Hallmark Capital Management Inc 8
Boulder Hill Capital Management Lp 8
Prosperity Consulting Group, LLC 8
Hermes Investment Management Ltd 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
Safeguard Financial, LLC 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 8
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 8
Vista Investment Partners Llc 8
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 8
Carillon Tower Advisers, Inc. 8
Eidelman Virant Capital 8
Chelsea Counsel Co 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
Oversea-Chinese Banking CORP Ltd 8
LNZ Capital LP 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
Aevitas Wealth Management, Inc. 8
Charter Oak Capital Management, LLC 8
B&D White Capital Company, LLC 8
Sheets Smith Wealth Management 8
Patten & Patten Inc/tn 8
Buckingham Strategic Partners 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
Dynamic Capital Management Ltd 8
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 8
Sittner & Nelson, Llc 8
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 8
Corrado Advisors, Llc 8
Strategic Investment Solutions, Inc. /IL 8
Passport Capital, LLC 8
Howard Wealth Management, Llc 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 8
Plancorp, LLC 8
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 8
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 8
XML Financial, LLC 8
Tacita Capital Inc 8
SNS Financial Group, LLC 8
Tiaa Cref Trust Co Fsb/mo 8
Outfitter Financial LLC 8
Meeder Advisory Services, Inc. 8
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 8
Vanguard Capital Wealth Advisors 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
Kanawha Capital Management Llc 8
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 8
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 8
Curian Capital Llc 8
Elgethun Capital Management 8
Essex Financial Services, Inc. 8
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 8
TD Securities (USA) LLC 8
Donaldson Capital Management, Llc 8
Seelaus Asset Management LLC 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
Mowery & Schoenfeld Wealth Management, LLC 8
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 8
Norwood Financial Corp 8
44 Wealth Management Llc 8
Curi Wealth Management, LLC 8
MBE Wealth Management, LLC 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
First Allied Asset Management, Inc. 8
Whalerock Point Partners, Llc 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
Portman Square Capital LLP 8
Arrow Investment Advisors, LLC 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 8
Grimes & Company, Inc. 8
Smallwood Wealth Investment Management, LLC 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
First National Trust Co 8
Mayflower Financial Advisors, LLC 8
Murphy & Mullick Capital Management Corp 8
Willis Johnson & Associates, Inc. 8
Marino, Stram & Associates Llc 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 8
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 8
Winthrop Partners - Wny, Llc 8
Crawford Investment Counsel Inc 8
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
Varma Mutual Pension Insurance Co 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
MBEQX - M FUND INC - M International Equity Fund 8
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 8
Wealth Alliance Advisory Group, LLC 8
Proffitt & Goodson Inc 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8
Botty Investors LLC 8
Diligent Investors, LLC 8
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 8
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
Pathway Financial Advisors LLC 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
Elo Mutual Pension Insurance Co 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 8
Silvant Capital Management LLC 8
WealthTrak Capital Management LLC 8
BKD Wealth Advisors, LLC 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 8
Change Path, LLC 8
Galaxy Capital Trading Ltd 8
V-Square Quantitative Management LLC 8
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 8
Fifth Third Wealth Advisors LLC 8
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
New Capital Management LP 8
Invst, LLC 8
American Trust 8
Howard Capital Management Inc. 8
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 8
Profunds - Profund Vp Ultrabull 8
Chesapeake Wealth Management 8
Profunds - Profund Vp Bull 8
Profunds - Profund Vp Ultrasmall-cap 8
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 8
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 8
Profunds - Profund Vp Large-cap Value 8
Profunds - Profund Vp Small-cap 8
WestEnd Advisors, LLC 8
Nilsine Partners, LLC 8
Diversify Advisory Services, LLC 8
Unigestion Holding SA 8
Siemens Fonds Invest GmbH 8
Avalon Trust Co 8
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 8
Triumph Capital Management 8
Brand Asset Management Group, Inc. 8
Horizon Bancorp Inc /in/ 8
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 8
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 8
Avitas Wealth Management LLC 8
City State Bank 8
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 8
Equitable Trust Co 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
Boston Financial Mangement Llc 8
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 8
FDO Partners, LLC 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
Athena Capital Advisors Llc 8
Corsair Capital Management, L.p. 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
Imprint Wealth LLC 8
National Wealth Management Group, LLC 8
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 8
ULTRA SERIES FUND - Diversified Income Fund Class I 8
North Capital, Inc. 8
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Busey Wealth Management 8
Tradewinds Global Investors, LLC 8
Financial Engines Advisors L.L.C. 8
SPC Financial, Inc. 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 8
Dfpg Investments, Llc 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 8
Graves-Light Private Wealth Management, Inc. 8
Graypoint LLC 8
Gerber Kawasaki Wealth & Investment Management 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
Sarofim Fayez 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
Allred Capital Management, LLC 8
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 8
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 8
Cladis Investment Advisory, LLC 8
Godsey & Gibb Associates 8
Schooner Investment Group, LLC. 8
Focus Financial Network, Inc. 8
Loews Corp 8
Canandaigua National Bank & Trust Co 8
Red Door Wealth Management, LLC 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
Clark Estates Inc/ny 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
McElhenny Sheffield Capital Management, LLC 8
Acima Private Wealth, Llc 8
Douglas Lane & Associates, LLC 8
Thornburg Investment Management Inc 8
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
Tcg Advisors, Lp 8
Reuter James Wealth Management, Llc 8
Oak Thistle LLC 8
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 8
Costello Asset Management, INC 8
Capital Advisory Group Advisory Services, LLC 8
Lockheed Martin Investment Management Co 8
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
Genus Capital Management Inc. 8
iA Global Asset Management Inc. 8
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 8
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Keating Investment Counselors Inc 8
EAM Investors, LLC 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
MBM Wealth Consultants, LLC 8
9258 Wealth Management, LLC 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
Optimal Asset Management, Inc. 8
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 8
SILVER OAK SECURITIES, Inc 8
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 8
Thoroughbred Financial Services, Llc 8
Deep Basin Capital LP 8
Anfield Capital Management, LLC 8
Magnus Financial Group LLC 8
Woodline Partners LP 8
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
Valmark Advisers, Inc. 8
Seeyond 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 8
Private Wealth Partners, LLC 8
O'Shares Investment Advisers, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
Hoover Financial Advisors, Inc. 8
Meridian Wealth Advisors, LLC 8
Clean Yield Group 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
Halpern Financial, Inc. 8
DecisionPoint Financial, LLC 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
First Merchants Corp 8
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 8
St Germain D J Co Inc 8
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 8
KLCM Advisors, Inc. 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
MorganRosel Wealth Management, LLC 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
Seminole Management Co., Inc. 8
BluePath Capital Management, LLC 8
MONECO Advisors, LLC 8
Cornerstone Advisory, LLC 8
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 8
Ohio National Investments, Inc. 8
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 8
Cambrian Capital Limited Partnership 8
Western Wealth Management, LLC 8
Rockland Trust Co 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
Clarfeld Financial Advisors, Llc 8
Opus Capital Group, LLC 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
Tiaa Trust, National Association 8
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
Eagle Ridge Investment Management 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 8
BCJ Capital Management, LLC 8
AGF Investments America Inc. 8
Close Asset Management Ltd 8
Occidental Asset Management, LLC 8
Atwater Malick LLC 8
Harvest Fund Advisors LLC 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
South Texas Money Management Ltd 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
Wbh Advisory Inc 8
Haberer Registered Investment Advisor Inc 8
Oxford Financial Group Ltd 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
Western Asset Premier Bond Fund 8
Marietta Investment Partners Llc 8
TVR Capital Management LP 8
Raiffeisen Bank International AG 8
Patriot Investment Management Inc. 8
Ivory Investment Management, Llc 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
Buck Wealth Strategies, LLC 8
Nicolet Advisory Services, Llc 8
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
Causeway Capital Management Llc 8
Deutsche Value Series, Inc 8
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 8
Hudson Valley Investment Advisors Inc /adv 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
PENN SERIES FUNDS INC - Small Cap Index Fund 8
PENN SERIES FUNDS INC - Index 500 Fund 8
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 8
Smart Portfolios, LLC 8
Sentinel Trust Co Lba 8
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 8
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Nwq Investment Management Company, Llc 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
Allen Investment Management LLC 8
Fernwood Investment Management, LLC 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
OneAscent Financial Services LLC 8
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 8
Cim Investment Mangement Inc 8
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
PPM Funds - PPM Long Short Credit Fund (Inst) 8
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 8
Chiron Investment Management, LLC 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 8
PartnerRe Asset Management CORP 8
Eisler Capital Management Ltd. 8
Anchor Capital Advisors Llc 8
Sawyer & Company, Inc 8
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 8
Chatham Capital Group, Inc. 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
Financial Sense Advisors, Inc. 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
Newfound Research LLC 8
Gofen & Glossberg Llc /il/ 8
Core Alternative Capital 8
Nippon Life Insurance Co 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
GM Advisory Group, Inc. 8
Shamrock Asset Management LLC 8
Burns Matteson Capital Management, LLC 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
Carmignac Gestion 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 8
Moss Adams Wealth Advisors LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
Mengis Capital Management, Inc. 8
Sumitomo Life Insurance Co 8
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 8
Columbia Asset Management 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 8
Isthmus Partners, Llc 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 8
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 8
Capital Innovations LLC 8
Mangrove Partners 8
Chesley Taft & Associates LLC 8
TCF National Bank 8
Financial Perspectives, Inc 8
Platte River Capital LLC 8
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
Pinnacle Holdings, LLC 8
Norway Savings Bank 8
Ilmarinen Mutual Pension Insurance Co 8
Glaxis Capital Management, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 8
Old West Investment Management, LLC 8
Strategic Advisors LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8
InterOcean Capital, LLC 8
Lyons Wealth Management, LLC. 8
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
Westover Capital Advisors, LLC 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
Saiers Capital, LLC 8
Premier Path Wealth Partners, LLC 8
Quantessence Capital LLC 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
FormulaFolio Investments, LLC 8
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 8
DORCHESTER WEALTH MANAGEMENT Co 8
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
Osterweis Capital Management Inc 8
Trust Point Inc. 8
Steadfast Capital Management Lp 8
CenturyLink Investment Management Co 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 8
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 8
Capital Wealth Alliance, LLC 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
Mpwm Advisory Solutions, Llc 8
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 8
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 8
Neville Rodie & Shaw Inc 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 7
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 7
Mizuho Securities Co. Ltd. 7
Merrion Investment Management Co, LLC 7
McGlone Suttner Wealth Management, Inc. 7
Keystone Financial Group 7
Industrial Alliance Investment Management Inc. 7
Summit Wealth Group, LLC 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 7
Birmingham Capital Management Co Inc/al 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
New Hampshire Trust 7
Weatherly Asset Management L. P. 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 7
University Of Texas/texas Am Investment Managment Co 7
Suvretta Capital Management, Llc 7
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 7
CFS Investment Advisory Services, LLC 7
Paulson & Co. Inc. 7
Oder Investment Management, LLC 7
CMT Asset Management Ltd 7
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 7
Intersect Capital LLC 7
First National Bank of South Miami 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Vista Private Wealth Partners. LLC 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
Prevail Innovative Wealth Advisors, Llc 7
Thompson Investment Management, Inc. 7
VSM Wealth Advisory, LLC 7
Rogco, Lp 7
Enterprise Trust & Investment Co 7
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
Keeley Asset Management Corp 7
Eisler Capital (US) LLC 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
Torch Wealth Management LLC 7
Reby Advisors, LLC 7
Harbor Financial Services, Llc 7
Delta Financial Group, Inc. 7
Blackrock California Municipal Income Trust 7
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 7
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 7
Beverly Hills Private Wealth, LLC 7
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 7
Senator Investment Group LP 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 7
American Research & Management Co. 7
Poehling Capital Management, LLC 7
Water Island Capital Llc 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
CFO4Life Group, LLC 7
Farmers & Merchants Trust Co of Long Beach 7
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 7
Orleans Capital Management Corp/la 7
Highfields Capital Management Lp 7
Sound View Wealth Advisors Group, LLC 7
Rainier Group Investment Advisory LLC 7
Western Asset Management Company, LLC 7
Legend Financial Advisors, Inc. 7
Patton Fund Management, Inc. 7
CAMG Solamere Management, LLC 7
Fund Management at Engine No. 1 LLC 7
Vima Llc 7
Jabre Capital Partners S.A. 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Quest 10 Wealth Builders, Inc. 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 7
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 7
Ifrah Financial Services, Inc. 7
Tranquility Partners, LLC 7
Hobbs Group Advisors, LLC 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 7
Allstate Investment Management Co 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
Sovereign Financial Group, Inc. 7
Cohen Capital Management, Inc. 7
Northwest Bancshares, Inc. 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
Tyche Wealth Partners LLC 7
American Capital Advisory, LLC 7
Aft, Forsyth & Company, Inc. 7
FJ Investments, LLC 7
Parasol Investment Management, LLC 7
Howland Capital Management Llc 7
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
Westend Capital Management LLC 7
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
Green Harvest Asset Management LLC 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 7
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 7
Private Capital Management Inc 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
DHJJ Financial Advisors, Ltd. 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
Clarus Group, Inc. 7
Hoese & Co LLP 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 7
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
Narwhal Capital Management 7
Foster Dykema Cabot & Partners, Llc 7
Stamos Capital Partners, L.p. 7
Odey Asset Management Group Ltd 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 7
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 7
Leisure Capital Management 7
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 7
MidWestOne Financial Group, Inc. 7
ELCO Management Co., LLC 7
FRG Family Wealth Advisors LLC 7
Regent Investment Management LLC 7
Hemenway Trust Co LLC 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 7
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 7
Numerai GP LLC 7
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 7
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 7
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 7
Clifford Swan Investment Counsel Llc 7
Fidelity Multi-Strategy Credit Fund 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Naples Money Management LLC 7
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
National Investment Services Inc /wi 7
G&S Capital LLC 7
Sather Financial Group Inc 7
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
First Command Advisory Services, Inc. 7
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 7
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 7
GOFIX - GMO TRUST - GMO Resources Fund Class III 7
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 7
Asset Advisors Corp 7
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 7
ID Management A/S 7
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 7
Cognios Capital, LLC 7
LMR Master Fund Ltd 7
B & T Capital Management DBA Alpha Capital Management 7
Tobias Financial Advisors, Inc. 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
Etf Managers Group, Llc 7
SageView Advisory Group, LLC 7
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 7
Clear Creek Financial Management, LLC 7
Canada Post Corp Registered Pension Plan 7
Kozak & Associates, Inc. 7
Murphy Capital Management Inc 7
NorthCrest Asset Manangement, LLC 7
Baxter Bros Inc 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 7
SkyOak Wealth, LLC 7
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 7
Susquehanna International Group Ltd. 7
Bar Harbor Trust Services 7
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 7
Ostrum Asset Management 7
Aspiriant, Llc 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 7
Financial Synergies Wealth Advisors, Inc. 7
Campbell Wealth Management 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
Fiduciary Financial Services Of The Southwest Inc /tx 7
Burke & Herbert Bank & Trust Co 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
Vermillion Wealth Management, Inc. 7
Woodard & Co Asset Management Group Inc /adv 7
Energy Income Partners, LLC 7
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 7
Demars Financial Group, LLC 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 7
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 7
Telemark Asset Management, LLC 7
Cutler Capital Management, LLC 7
Main Street Financial Solutions, LLC 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 7
Liberty Capital Management, Inc. 7
Pegasus Partners Ltd. 7
Western Asset Global High Income Fund Inc. 7
Augustine Asset Management Inc 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
Cubic Asset Management, LLC 7
AJOVista, LLC 7
NEOS Investment Management LLC 7
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 7
First National Bank of Mount Dora, Trust Investment Services 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
S&t Bank/pa 7
Markston International Llc 7
Patton Albertson Miller Group, Llc 7
Cedar Mountain Advisors, LLC 7
Founders Financial Securities Llc 7
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 7
JT Stratford LLC 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
Mcmillion Capital Management Inc 7
First American Trust, Fsb 7
Smith, Moore & Co. 7
Pensionfund DSM Netherlands 7
Arvest Bank Trust Division 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 7
Fortem Financial Group, Llc 7
EWG Elevate Inc. 7
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
Randolph Co Inc 7
Modern Wealth Management, LLC 7
Actinver Wealth Management, Inc. 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
F&V Capital Management, LLC 7
Quotient Wealth Partners, LLC 7
PAX Financial Group, LLC 7
First Financial Bank - Trust Division 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
Blackrock Enhanced Global Dividend Trust 7
Menard Financial Group LLC 7
Community Financial Services Group, LLC 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
Veracity Capital LLC 7
Beacon Financial Group 7
Legacy Wealth Asset Management, LLC 7
Fca Corp /tx 7
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 7
Beacon Investment Advisory Services, Inc. 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
Aspen Investment Management Inc 7
Sfmg, Llc 7
LVZ Advisors, Inc. 7
Df Dent & Co Inc 7
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
Blue Fin Capital, Inc. 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
Penobscot Investment Management Company, Inc. 7
Boston Common Asset Management, LLC 7
NMIEX - Northern Funds - Active M International Equity Fund 7
Peddock Capital Advisors, Llc 7
Mariner Investment Group Llc 7
West Coast Financial LLC 7
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 7
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 7
Cornerstone Advisors Inc 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Tidemark, LLC 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
Nalls Sherbakoff Group, Llc 7
VACVX - VALIC Co II - Large Cap Value Fund 7
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 7
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 7
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 7
First Business Financial Services, Inc. 7
Starfire Investment Advisers, Inc. 7
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
Accuvest Global Advisors 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
Abacus Planning Group, Inc. 7
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 7
Doheny Asset Management /ca 7
Sunnymeath Asset Management, Inc. 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
Sigma Capital Management Llc 7
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 7
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 7
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
Financial Life Planners 7
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
Lodestar Investment Counsel Llc/il 7
Valicenti Advisory Services Inc 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
Piscataqua Savings Bank 7
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 7
Town & Country Bank & Trust CO dba First Bankers Trust CO 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
Concorde Asset Management, LLC 7
Ninety One North America, Inc. 7
Princeton Capital Management Llc 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 7
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 7
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 7
Mobius Capital Management, Llc 7
Spectrum Wealth Counsel, LLC 7
Sandy Cove Advisors, LLC 7
Farringdon Capital, Ltd. 7
Summit X, LLC 7
Pinnacle Wealth Management Advisory Group, LLC 7
Scissortail Wealth Management, LLC 7
Milestone Investment Advisors LLC 7
Lionsbridge Wealth Management LLC 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 7
Marcum Wealth, LLC 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
Advisor Consultant Network Inc 7
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
Mechanics Bank Trust Department 7
Marshall & Sterling Wealth Advisors Inc. 7
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 7
Alaethes Wealth LLC 7
Steel Peak Wealth Management LLC 7
Cynosure Management, Llc 7
Capitolis Advisors LLC 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Ahl Investment Management, Inc. 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 7
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
M&G Plc 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
Ironwood Financial, llc 7
Mystic Asset Management, Inc. 7
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 7
Hennion & Walsh Asset Management, Inc. 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
Portolan Capital Management, LLC 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
GQG Partners LLC 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
Ws Management Lllp 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 7
Greenwich Wealth Management LLC 7
Schwartz Investment Counsel Inc 7
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 7
Edge Capital Group, LLC 7
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 7
Carret Asset Management, Llc 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
Perpetual Investment Management Ltd 7
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 7
Fishman Jay A Ltd/mi 7
KAMES CAPITAL management Ltd 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
Beacon Trust Co 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 7
Decatur Capital Management, Inc. 7
Brendel Financial Advisors LLC 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
Signature Estate & Investment Advisors Llc 7
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 7
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 7
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 7
Westchester Capital Management, Inc. 7
Knuff & Co LLC 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
Arvest Trust Co N A 7
Hunter Associates Investment Management Llc 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
Baring International Investment Ltd 7
Meyer Handelman Co 7
Sierra Capital LLC 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 7
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 7
Chase Investment Counsel Corp 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
Transform Wealth, LLC 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
Chemung Canal Trust Co 7
nVerses Capital, LLC 7
Birchbrook, Inc. 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
Zions Trust, National Association 7
Alpine Bank Wealth Management 7
Sabal Trust CO 7
Baldwin Investment Management, LLC 7
Morse Asset Management, Inc 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 7
Carderock Capital Management Inc 7
Morgan Stanley India Investment Fund, Inc. 7
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 7
MEMBERS Trust Co 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
Greenfield Savings Bank 7
Covenant Partners, LLC 7
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
VCSLX - VALIC Co I - Small Cap Index Fund 7
VBCVX - VALIC Co I - Systematic Value Fund 7
Angeles Wealth Management, Llc 7
Chessman Wealth Strategies Ria 7
Cornerstone Advisors, LLC 7
Cypress Capital, LLC 7
Tuscan Ridge Asset Management Llc 7
Family Capital Trust Co 7
Corsicana & Co. 7
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 7
Jackson, Grant Investment Advisers, Inc. 7
Putnam Municipal Opportunities Trust 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
Profunds - Profund Vp Large-cap Growth 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
25 Llc 7
Onefund, Llc 7
Hgk Asset Management Inc 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
Argent Financial Group, Inc. 7
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 7
Central Pacific Bank - Trust Division 7
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 7
Douglass Winthrop Advisors, LLC 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 7
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 7
Signator Financial Services, Inc. 7
Aviso Financial Inc. 7
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 7
Blue Chip Partners, Inc. 7
Invesco Municipal Trust 7
Skba Capital Management Llc 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 7
First Community Trust Na 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 7
Magnolia Capital Advisors Llc 7
Horrell Capital Management, Inc. 7
Blueprint Investment Partners LLC 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
Miller Wealth Advisors, Llc 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
Cornerstone Total Return Fund Inc 7
Bowen Hanes & Co Inc 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 7
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 7
Hellman Jordan Management Co Inc /ma/ 7
Yakira Capital Management, Inc. 7
Peterson Financial Group, Inc. 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
River & Mercantile Asset Management Llp 7
Marathon Capital Management 7
Oppenheimer Dividend Opportunity Fund 7
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 7
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 7
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 7
Fulcrum Equity Management 7
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 7
Banyan Partners, LLC 7
Cornerstone Strategic Value Fund Inc 7
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
Forsta Ap-fonden 7
Azimuth Capital Investment Management LLC 7
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 7
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 7
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 7
Federated Core Trust Ii 7
Bach Investment Advisors Ltd 7
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 7
Pflug Koory, LLC 7
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 7
Tradewinds, LLC. 7
Nexus Asset Management LLC 7
Rexford Capital Inc 7
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
Gary Goldberg Planning Services Inc 7
Boenning & Scattergood, Inc. 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
Founders Bank & Trust 7
New Century Advisors, LLC 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
Centric Wealth Management 7
Atlas Private Wealth Management 7
Foundations Investment Advisors, LLC 7
Pinnacle Wealth Advisors 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
Abel Hall, LLC 7
Sanibel Captiva Trust Company, Inc. 7
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 7
Cito Capital Group, LLC 7
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 7
Global Assets Advisory, LLC 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
Atlas Private Wealth Advisors 7
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
Painted Porch Advisors LLC 7
Sustainable Insight Capital Management, LLC 7
D. Scott Neal, Inc. 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
KG&L Capital Management,LLC 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
E&G Advisors, LP 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
Virtus Alternative Investment Advisers, Inc. 7
Barings Participation Investors 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
Ruggaard & Associates LLC 7
Triangle Securities Wealth Management 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
Guardian Wealth Management, Inc. 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
Gilder Gagnon Howe & Co Llc 7
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 7
Lombard Odier & Cie (Bahamas) Ltd 7
Deuterium Capital Management, LLC 7
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 7
United Capital Management of KS, Inc. 7
La Banque Postale Asset Management SA 7
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 7
First United Bank Trust/ 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
Gleason Group, Inc. 7
Pine Valley Investments Ltd Liability Co 7
Indices-Pac Research Corp. 7
Tilia Fiduciary Partners, Inc. 7
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
Check Capital Management Inc/ca 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
Reaves W H & Co Inc 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
EFG Asset Management (Americas) Corp. 7
SMITH HAYES Advisers, Inc 7
Friess Associates Llc 7
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Fedenia Advisers LLC 7
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 7
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 7
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 7
StellarOne CORP 7
Sowa Financial Group, Inc. 7
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 7
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
Lake Street Financial Llc 7
Widmann Financial Services, Inc. 7
Uniting Wealth Partners, LLC 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
AIA Group Ltd 7
Bcm Advisors, Llc 7
Aspect Partners, LLC 7
Wallington Asset Management, LLC 7
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 7
Winnow Wealth Llc 7
Resona Asset Management Co.,Ltd. 7
Bell Rock Capital Llc 7
Comprehensive Financial Consultants Institutional, Inc. 7
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
Empower Advisory Group, LLC 7
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
Azimuth Capital Management LLC 7
Kmg Fiduciary Partners, Llc 7
CTC Capital Management, LLC 7
Filbrandt Wealth Management, LLC 7
1776 Wealth LLC 7
Principle Wealth Partners Llc 7
Pinz Capital Management, LP 7
Alpine Total Dynamic Dividend Fund 7
Bornite Capital Management LP 7
Western Asset Global Corporate Defined Opportunity Fund Inc. 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
Aureus Asset Management, LLC 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
Rakuten Investment Management, Inc. 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
Belmont Capital, LLC 7
Hoey Investments, Inc 7
55i, Llc 7
Peconic Partners Llc 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
Templeton Emerging Markets Fund 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 7
111 Capital 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Alpine Series Trust 7
Semper Trust Co. 7
Wells Fargo Income Opportunities Fund 7
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 7
J. Safra Sarasin Holding AG 7
Willis Investment Counsel 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Ballast Advisors Llc 7
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 7
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
S.A. Mason LLC 7
Czech National Bank 7
Trust Co Of Oklahoma 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
Delta Investment Management, LLC 7
MSD Partners, L.P. 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
Landsberg, Bennett, & Dubbaneh LLC 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 7
Credit Suisse High Yield Bond Fund 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
Allianz Se 7
Brewin Dolphin Wealth Management Ltd 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Nuveen High Income 2020 Target Term Fund 7
Tower Bridge Advisors 7
NJ State Employees Deferred Compensation Plan 7
Mufg Securities Americas Inc. 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
Montgomery Investment Management Inc 7
Pillar Pacific Capital Management Llc 7
Sage Capital Advisors,llc 7
Ironsides Asset Advisors, LLC 7
Congress Asset Management Co /ma 7
Provenance Wealth Advisors, LLC 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
Inlet Private Wealth, LLC 7
Waters Parkerson & Co., Llc 7
Turtle Creek Wealth Advisors, LLC 7
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 7
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 7
SLPIX - Profunds - Small-cap Profund Investor Class 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
Adams Wealth Management 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
GlobalBridge, Inc. 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
Crews Bank & Trust 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
Voya International High Dividend Equity Income Fund 7
Pax World Management Llc 7
One River Asset Management, LLC 7
Heron Financial Group, Llc 7
Karpas Strategies, Llc 7
Lynx Investment Advisory 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
Bank & Trust Co 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
STRV - EA Series Trust - Strive 500 ETF 7
Voya Asia Pacific High Dividend Equity Income Fund 7
TAP Consulting, LLC 7
Almanack Investment Partners, LLC. 7
VanEck Funds 7
Northwest Quadrant Wealth Management, LLC 7
Ivy High Income Opportunities Fund 7
Kenfarb & Co. 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 7
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 7
Lombard Odier & Cie (Canada), Limited Partnership 7
Financial Connections Group, Inc. 7
AlphaStar Capital Management, LLC 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
Putnam Global Natural Resources Fund 7
First Pacific Financial 7
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 7
Paragon Wealth Strategies, LLC 7
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 7
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 7
Mountain Pacific Investment Advisers Inc/id 7
Keebeck Wealth Management, LLC 7
Hardy Reed LLC 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
American Assets Investment Management, LLC 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
Meixler Investment Management, Ltd. 7
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
Roman Butler Fullerton & Co 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 7
ORG Wealth Partners, LLC 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
Rocky Mountain Advisers, Llc 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
Grandview Asset Management LLC 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
Seizert Capital Partners, Llc 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
Constellation Wealth Advisors, LLC 7
Catalyst Financial Partners Llc 7
Soltis Investment Advisors LLC 7
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 7
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
Calamos Wealth Management LLC 7
Western Financial Corp/CA 7
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
Stuart Chaussee & Associates, Inc. 7
Paradigm Financial Advisors, LLC 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
Fort Sheridan Advisors Llc 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
Daymark Wealth Partners, Llc 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
Mine & Arao Wealth Creation & Management, LLC. 7
Wcm Investment Management, Llc 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Harbor Asset Planning, Inc. 7
Steinberg Global Asset Management 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
Cyndeo Wealth Partners, LLC 7
Numina Capital Management, LLC 7
Allianzgi Convertible & Income Fund Ii 7
Allianzgi Convertible & Income Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Bronson Point Management LLC 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
Nicholas Investment Partners, LP 7
Holos Integrated Wealth LLC 7
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 7
Mairs & Power Inc 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
Armbruster Capital Management, Inc. 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
Gabelli Equity Trust Inc 7
Duquesne Family Office LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
KEAT - EA Series Trust - Keating Active ETF 7
Iron Horse Wealth Management, LLC 7
Hcim Trust 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 7
CRA Financial Services, LLC 7
Achievement Holdings L.P. 7
UNIVEST FINANCIAL Corp 7
Western Asset High Income Opportunity Fund Inc. 7
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 7
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Richards, Merrill & Peterson, Inc. 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
Anchorage Capital Group, L.L.C. 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Strategic Investment Advisors / MI 7
Total Wealth Planning & Management, Inc. 7
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 7
Coyle Financial Counsel LLC 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
Boston Family Office Llc 7
BRAMX - Blackrock Allocation Target Shares - Bats Series M 7
Virtus Total Return Fund Inc. 7
TruWealth Advisors, LLC 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
Mizuho Securities Usa Llc 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
Principal Street Partners, LLC 7
TruNorth Capital Management, LLC 7
Semper Augustus Investments Group Llc 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
Cobblestone Capital Advisors Llc /ny/ 7
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 7
Cedar Brook Financial Partners, LLC 7
Gwn Securities Inc. 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
TBH Global Asset Management, LLC 7
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 7
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 7
RBA Wealth Management, LLC 7
Provence Wealth Management Group 7
Boys Arnold & Co Inc 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
Credit Suisse Asset Management Income Fund Inc 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
Carnick & Kubik, LLC 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
Chilton Investment Co Llc 7
Capital Impact Advisors, LLC 7
SCIU - Global X Funds - Global X Scientific Beta US ETF 7
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 7
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 7
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 7
Highland Capital Management Fund Advisors, L.p. 7
Marketocracy Funds 7
Pathway Financial Advisers, LLC 7
Mitchell Capital Management Co 7
ForthRight Wealth Management, LLC 7
Livelsberger Financial Advisory 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Institutional Investment Strategy Fund 7
McCarthy Asset Management, Inc. 7
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
Saudi Central Bank 7
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 7
Stableford Capital Ii Llc 7
Reston Wealth Management Llc 7
DCM Advisors, LLC 7
Green Owl Capital Management, LLC 7
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 7
Third Point LLC 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
Thor Advisors, Llc 7
First National Corp /ma/ /adv 7
Monument Capital Management 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
Ti-trust, Inc 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
Cowa, Llc 7
PrairieView Partners, LLC 7
Team Hewins, LLC 7
Carmichael Hill & Associates, Inc. 7
Analyst IMS Investment Management Services Ltd. 7
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 7
Monticello Wealth Management, Llc 7
Level Financial Advisors, Inc. 7
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 7
Buckley Wealth Management, LLC 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
United Community Bank 7
Firestone Capital Management 7
Barr E S & Co 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
Truehand, Inc 7
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7
Ethos Financial Group, LLC 7
Red Tortoise LLC 7
Dogwood Wealth Management LLC 7
Trust Co Of Virginia /va 6
Prescott Group Capital Management, L.l.c. 6
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 6
Elkhorn Investments, LLC 6
New Perspective Fund 6
PHH Investments, Ltd. 6
Flaharty Asset Management, LLC 6
MONTX - MONETTA TRUST - Monetta Fund 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
Decker Retirement Planning Inc. 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
HCR Wealth Advisors 6
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 6
Narus Financial Partners, LLC 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
LeJeune Puetz Investment Counsel LLC 6
Blenheim Capital Management, BV 6
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6
Capital Square, LLC 6
Carolina Wealth Advisors, LLC 6
DLD Asset Management, LP 6
Utc North American Fund, Inc. 6
Liberty All Star Equity Fund 6
Lazard World Dividend & Income Fund, Inc. 6
Avantra Family Wealth, Inc. 6
Canal Insurance CO 6
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 6
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 6
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 6
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 6
WP Advisors, LLC 6
Key Square Capital Management LLC 6
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 6
Kayne Anderson Energy Total Return Fund, Inc. 6
Deutsche Strategic Income Trust 6
Heritage Wealth Management, Inc. 6
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 6
Range Financial Group LLC 6
Radnor Capital Management, LLC 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
Brown Financial Advisors 6
Deutsche Strategic Municipal Income Trust 6
Deutsche Multi-market Income Trust 6
EHLS - Tidal Trust II - Even Herd Long Short ETF 6
YANKCOM Partnership 6
Ada Investment Management, LP 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Western Asset Municipal Defined Opportunity Trust Inc. 6
Aveo Capital Partners, LLC 6
Asset Planning Services, Ltd. 6
Mfs Government Markets Income Trust 6
Clearwater Capital Advisors, LLC 6
Pvg Asset Management Corp 6
Stanford Investment Group, Inc. 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
Compass Financial Services Inc 6
Rock Creek Group, LP 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
Stone Ridge Trust Iii 6
Oppenheimer Global Multi-asset Growth Fund 6
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 6
William B. Walkup & Associates, Inc. 6
Oppenheimer Rising Dividends Fund 6
Nicholas Hoffman & Company, LLC. 6
Cascade Investment Advisors, Inc. 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
Marathon Capital Management 6
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 6
WCG Management, L.P. 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Accident Compensation Corp 6
Telluride Asset Management LLC 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
Eaton Vance Tax Advantaged Global Dividend Income Fund 6
Nuveen Municipal High Income Opportunity Fund 6
Vermillion Asset Management LLC 6
Greenwood Gearhart Inc 6
Asset Planning,Inc 6
Silphium Asset Management Ltd 6
First Citizens Bancorporation Inc 6
Mfs Special Value Trust 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
Valley National Bancorp 6
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
Abc Arbitrage Sa 6
Premier Fund Managers Ltd 6
Re Advisers Corp 6
Aldebaran Financial Inc. 6
Fairscale Capital, LLC 6
Beach Investment Management, LLC. 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
Catapult Capital Management Llc 6
Bank of Jackson Hole Trust 6
Hummer Financial Advisory Services Inc 6
Dodge & Cox 6
Primecap Management Co/ca/ 6
Rowland Carmichael Advisors Inc /adv 6
Wealthgarden F.s. Llc 6
Shoker Investment Counsel, Inc. 6
Kerusso Capital Management LLC 6
Mirae Asset Securities (usa) Inc. 6
Wells Fargo Global Dividend Opportunity Fund 6
Alpine Global Dynamic Dividend Fund 6
Western Asset High Income Fund Ii Inc. 6
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 6
BankPlus Trust Department 6
Teachers Insurance & Annuity Association Of America 6
Deimos Asset Management LLC 6
Physicians Financial Services, Inc. 6
Schnieders Capital Management Llc 6
Ray Gerald L & Associates Ltd 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Guggenheim Energy & Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
Sitrin Capital Management LLC 6
Elliott Management Corporation 6
Spectrum Advisory Services Inc 6
Synergy Investment Management, LLC 6
Gardner Russo & Quinn Llc 6
Vision Financial Markets Llc 6
Relative Value Fund 6
ESL Trust Services, LLC 6
Zweig Advisers Llc 6
Stelac Advisory Services LLC 6
Orbitronix, LP 6
Argentarii, LLC 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Franklin Ltd Duration Income Trust 6
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 6
Doubleline Income Solutions Fund 6
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6
Teewinot Capital Advisers, L.L.C. 6
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 6
Western Asset Variable Rate Strategic Fund Inc. 6
Northwestern Mutual Investment Services Llc 6
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Kelly Lawrence W & Associates Inc/ca 6
one8zero8, LLC 6
Manatuck Hill Partners, LLC 6
Redmond Asset Management, LLC 6
SummitTX Capital, L.P. 6
IMG Wealth Management, Inc. 6
Clearbridge, Llc 6
Underlying Funds Trust 6
Pacholder High Yield Fund Inc 6
Blackrock Cori Funds 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
Generali Asset Management SPA SGR 6
Lumina Fund Management LLC 6
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 6
Wealthstreet Investment Advisors, LLC 6
West Bancorporation Inc 6
Signition Lp 6
LexAurum Advisors, LLC 6
Flagship Wealth Advisors, Llc 6
Uncommon Cents Investing LLC 6
Allen Capital Group, LLC 6
Generali Investments, Management Co LLC 6
X-Square Capital, LLC 6
Capital International Sarl 6
Congress Park Capital LLC 6
Lucia Wealth Services, Llc 6
Hamilton Capital, LLC 6
Capital International Ltd /ca/ 6
Fluent Financial, LLC 6
DiMeo Schneider & Associates, L.L.C. 6
Beryl Capital Management LLC 6
MainStreet Investment Advisors LLC 6
Pfs Investments Inc. 6
Dynasty Wealth Management, Llc 6
New Covenant Trust Company, N.A. 6
Guardian Capital Advisors Lp 6
Crowley Wealth Management, Inc. 6
Pring Turner Capital Group Inc 6
Bocage Capital, LLC 6
SYM FINANCIAL Corp 6
Compton Capital Management Inc /ri 6
Vivaldi Opportunities Fund 6
Sava Infond d.o.o. 6
Ally Financial Inc. 6
denkapparat Operations GmbH 6
Godshalk Welsh Capital Management, Inc. 6
Chicago Capital, LLC 6
Elmwood Wealth Management, Inc. 6
Marshall & Sullivan Inc /wa/ 6
Braun-Bostich & Associates Inc. 6
RKL Wealth Management LLC 6
Dominick & Dominick LLC 6
Capital Group KKR Multi-Sector (plus) 6
Cynosure Advisors, Llc 6
Bryce Point Capital, LLC 6
Providence Wealth Advisors, LLC 6
Samsung Asset Management (New York), Inc. 6
Catalina Capital Group, LLC 6
Farr Miller & Washington Llc/dc 6
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 6
Red Cedar Investment Management, Llc 6
Elefante Michael B 6
Spartan Planning & Wealth Management 6
Professional Financial Advisors, LLC 6
Cooper Financial Group 6
Nkcfo Llc 6
Hayden Royal, Llc 6
Signet Investment Advisory Group, Inc. 6
Cordatus Wealth Management LLC 6
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 6
1 North Wealth Services Llc 6
Brightworth 6
Angeles Investment Advisors, LLC 6
Arlington Capital Management, Inc. 6
Advanced Research Investment Solutions, Llc 6
Granite Investment Partners, LLC 6
Paradigm Financial Partners, Llc 6
VeraBank, N.A. 6
Advisory Resource Group 6
Robertson Stephens Wealth Management, LLC 6
Private Portfolio Partners Llc 6
Sepio Capital, LP 6
SlateStone Wealth, LLC 6
Strategic Planning Group, Llc 6
Little House Capital Llc 6
Soroban Capital Partners LP 6
Outlook Wealth Advisors, LLC 6
Kohlberg Kravis Roberts & Co. L.P. 6
Alpha Quant Advisors, Llc 6
Salient MF Trust 6
Biltmore Capital Advisors LLC 6
O'Brien Greene & Co. Inc 6
Financial Insights, Inc. 6
Van Leeuwen & Company, LLC 6
Lcnb Corp 6
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 6
Aristeia Capital Llc 6
PARK CIRCLE Co 6
Opseu Pension Plan Trust Fund 6
Jupiter Wealth Management LLC 6
Wood Asset Management Inc 6
Cushing Etf Trust 6
SCS Capital Management LLC 6
Waddell & Associates, Llc 6
Bank of Kentucky, Inc. 6
Goodwin Daniel L 6
Jamison Eaton & Wood Inc /nj 6
Matrix Trust Co 6
Employers Holdings, Inc. 6
OneAscent Investment Solutions LLC 6
Shilanski & Associates, Inc. 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Ables, Iannone, Moore & Associates, Inc. 6
Ccm Investment Group, Llc 6
Smith, Salley & Associates 6
Orser Capital Management, Llc 6
Argent Trust Company, N.a. 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 6
HBW Advisory Services LLC 6
Curian Series Trust 6
Whitebox Mutual Funds 6
Isi Strategy Fund Inc 6
Sivia Capital Partners, LLC 6
Nuveen Equity Premium Opportunity Fund 6
Gunderson Capital Management Inc. 6
LVW Advisors, LLC 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 6
Bearing Point Capital, Llc 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
United Advisor Group, LLC 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
Sentinel Asset Management, Inc. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 6
Blue Capital, Inc. 6
Forester Capital Management, LTD 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 6
Capital Directions Investment Advisors, LLC 6
Argent Trust Co 6
Quadcap Wealth Management, LLC 6
Pandora Wealth, Inc. 6
Parametric Risk Advisors LLC 6
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 6
Notis-McConarty Edward 6
Kidder Stephen W 6
Somerville Kurt F 6
RWC Asset Management LLP 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
Midland Wealth Advisors Llc 6
Loeb Partners Corp 6
AlphaOne Investment Services, LLC 6
Budros, Ruhlin & Roe, Inc. 6
Hills Bank & Trust Co 6
Somerset Trust Co 6
Wendell David Associates Inc 6
Capital International Inc /ca/ 6
Corbyn Investment Management Inc/md 6
Wilen Investment Management Corp. 6
Curbstone Financial Management Corp 6
Holistic Planning, LLC 6
Reyes Financial Architecture, Inc. 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
Cape Cod Five Cents Savings Bank 6
Berkshire Asset Management Llc/pa 6
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 6
Delta Global Management LP 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 6
Summit Financial Wealth Advisors, LLC 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
iAB Financial Bank 6
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Btr Capital Management Inc 6
Power Corp of Canada 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
Tiemann Investment Advisors, Llc 6
Covington Investment Advisors Inc. 6
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 6
Birinyi Associates Inc 6
First Trust Investment Solutions L.P. 6
Northeast Financial Consultants Inc 6
Trust CO of the Ozarks 6
Capital Investment Counsel, Inc 6
Westbourne Investment Advisors, Inc. 6
Taylor Wealth Management Partners 6
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 6
Wolf Group Capital Advisors 6
NINE MASTS CAPITAL Ltd 6
Teilinger Capital Ltd. 6
Sig Brokerage, Lp 6
Hartline Investment Corp/ 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
Steward Partners Investment Solutions, Llc 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
Opus Investment Management Inc 6
AIEQ - ETF Managers Trust - AI Powered Equity ETF 6
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 6
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
Gold Investment Management Ltd. 6
Wealth Architects, LLC 6
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 6
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 6
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 6
Focus Financial Network Inc /adv 6
Sterling Global Strategies LLC 6
Autus Asset Management, LLC 6
Reynders McVeigh Capital Management, LLC 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
Corigliano Investment Advisers, LLC 6
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
Tradition Capital Management Llc 6
Hanlon Investment Management, Inc. 6
Winthrop Capital Management, LLC 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
Wall Street Access Asset Management, LLC 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 6
Palo Capital, Inc. 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 6
NDVR, Inc. 6
Savvy Advisors, Inc. 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Lion Street Advisors, LLC 6
Parvin Asset Management, LLC 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 6
Fielder Capital Group LLC 6
Patrick M Sweeney & Associates, Inc 6
Bragg Financial Advisors, Inc 6
Amarillo National Bank 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
Game Plan Financial Advisors, LLC 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
Private Asset Management Inc 6
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 6
Athena Investment Management 6
Cetera Trust Company, N.A 6
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 6
Talon Private Wealth, LLC 6
Cowen Prime Services LLC 6
Navigoe, LLC 6
Pure Financial Advisors, Inc. 6
Van Cleef Asset Management,Inc 6
New Amsterdam Partners Llc/ny 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 6
Knowledge Leaders Capital, LLC 6
Iowa State Bank 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
Lvm Capital Management Ltd/mi 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
Three Peaks Capital Management, LLC 6
Vanguard Explorer Fund 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
Jacobs & Co/ca 6
Cheyne Capital Management (UK) LLP 6
Edge Asset Management, Inc 6
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 6
Center Coast Capital Advisors, LP 6
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 6
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
Vivid Wealth Management, LLC 6
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
Channing Capital Management, LLC 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Financial Advisory Service, Inc. 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
CWS Financial Advisors, LLC 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
Appleton Partners Inc/ma 6
Arvest Investments, Inc. 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
Oakwood Capital Management Llc/ca 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
Trueblood Wealth Management, LLC 6
Hosking Partners LLP 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
Madison Investment Holdings Inc 6
Litman Gregory Asset Management LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 6
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
Jamison Private Wealth Management, Inc. 6
Southland Equity Partners LLC 6
SMRI - EA Series Trust - Bushido Capital US Equity ETF 6
Farmers Trust Co 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
Jolley Asset Management, LLC 6
Bennicas & Associates, Inc. 6
Fort Pitt Capital Group, Llc 6
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 6
Flossbach Von Storch Ag 6
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
Annex Advisory Services, LLC 6
Granite Investment Advisors, LLC 6
SFE Investment Counsel 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Fidelity D & D Bancorp Inc 6
McKinley Carter Wealth Services, Inc. 6
Pacific Heights Asset Management Llc 6
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 6
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 6
Inverness Counsel Llc /ny/ 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
Mastrapasqua Asset Management Inc 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 6
MASTERINVEST Kapitalanlage GmbH 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 6
Colrain Capital Llc 6
Vaughan David Investments Inc/il 6
Allen Mooney & Barnes Investment Advisors LLC 6
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 6
Team Financial Group, LLC 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 6
TIG Advisors, LLC 6
Sigma Investment Counselors Inc 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Atherton Lane Advisers, Llc 6
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 6
Auxier Asset Management 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
PENN SERIES FUNDS INC - Developed International Index Fund 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
Maple Capital Management, Inc. 6
Fore Research & Management, LP 6
American Trust Investment Advisors, LLC 6
Marathon Asset Management Lp 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
Ion Asset Management Ltd. 6
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 6
Martin Currie Ltd 6
Jade Capital Advisors, LLC 6
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 6
Wunderlich Capital Managemnt 6
Dumont & Blake Investment Advisors Llc 6
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 6
Cadinha & Co Llc 6
Holderness Investments Co 6
Peoples Bank/KS 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 6
Factory Mutual Insurance Co 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
RELIANCE TRUST Co 6
New England Investment & Retirement Group, Inc. 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
Letko, Brosseau & Associates Inc 6
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 6
Buffington Mohr McNeal 6
United Bank 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 6
Invenomic Capital Management LP 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
Douglas C. Lane & Associates, Inc. 6
Spectrum Asset Management, Inc. (NB/CA) 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
Capital Planning Advisors, LLC 6
Geller Advisors LLC 6
Private Wealth Advisors, Inc. 6
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
Richard C. Young & CO., LTD. 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
Schmidt P J Investment Management Inc 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
Barry Investment Advisors, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
Sanders Capital, LLC 6
CGC Financial Services, LLC 6
Biondo Investment Advisors, LLC 6
Goodman Financial Corp 6
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 6
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 6
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 6
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 6
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
Asio Capital, LLC 6
Silvia Mccoll Wealth Management, Llc 6
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
PIMCO FUNDS - PIMCO Short Asset Portfolio 6
Capital A Wealth Management, LLC 6
Montecito Bank & Trust 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 6
Country Club Bank /gfn 6
SeaTown Holdings Pte. Ltd. 6
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 6
Clear Street Llc 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
Pzena Investment Management Llc 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 6
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 6
Studio Investment Management Llc 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 6
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 6
Fiduciary Planning LLC 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
Susquehanna Trust & Investment Co 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
Core Wealth Advisors, Inc. 6
Beutel, Goodman & Co Ltd. 6
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 6
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
Selway Asset Management 6
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 6
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 6
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 6
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 6
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 6
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 6
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 6
Insight 2811, Inc. 6
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 6
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 6
Naples Global Advisors, Llc 6
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 6
Border to Coast Pensions Partnership Ltd 6
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 6
WMS Partners, LLC 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
Titleist Asset Management, Llc 6
PCA Investment Advisory Services Inc. 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 6
Klr Investment Advisors, Llc 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 6
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 6
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 6
Court Place Advisors, LLC 6
Carmel Capital Partners, LLC 6
Emfo, Llc 6
Quintet Private Bank (Europe) S.A. 6
Vinva Investment Management Ltd 6
Peterson Wealth Services 6
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 6
Y.D. More Investments Ltd 6
Cornerstone Management, Inc. 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
Channel Wealth Llc 6
Maryland Capital Advisors Inc. 6
BARING ASSET MANAGEMENT Ltd 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
High Point Bank & Trust Co 6
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
Empire Financial Management Company, LLC 6
North Point Portfolio Managers Corp/oh 6
Ignite Planners, LLC 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
Stonnington Group, Llc 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
Authentikos Wealth Advisory, LLC 6
Lansing Street Advisors 6
Investment Partners, Ltd. 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
Fsb Premier Wealth Management, Inc. 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
Gamble Jones Investment Counsel 6
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
Naviter Wealth, LLC 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 6
Werba Rubin Papier Wealth Management 6
Rand Wealth, Llc 6
Hengehold Capital Management Llc 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
Better Money Decisions, LLC 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 6
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 6
Prostatis Group LLC 6
Precision Wealth Strategies, LLC 6
HYA Advisors, Inc 6
Swift Run Capital Management, LLC 6
Select Equity Group, L.P. 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 6
Aull & Monroe Investment Management Corp 6
Paragon Capital Management LLC 6
Ruedi Wealth Management, Inc. 6
Everhart Financial Group, Inc. 6
NTFAX - Aberdeen Funds - Aberdeen Intermediate Municipal Income Fund (formerly Aberdeen Tax-Free Income Fund) Class A 6
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
LaSalle St. Investment Advisors, LLC 6
Baron Silver Stevens Financial Advisors, Llc 6
Valley Brook Capital Group, Inc. 6
Tru Independence Asset Management 2, Llc 6
Encompass Wealth Advisors, Llc 6
Abn Amro Investment Solutions 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 6
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 6
Patron Partners Advisors, Llc 6
Carson Advisory Inc. 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
Dfa Investment Trust Co - The Dfa International Value Series 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
IFC Holdings Incorporated/FL 6
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 6
Silverlake Wealth Management Llc 6
Ameliora Wealth Management Ltd. 6
Live Oak Investment Partners 6
Caz Investments Lp 6
Old Dominion Capital Management Inc 6
Orion Capital Management LLC 6
Telos Capital Management, Inc. 6
Alan B. Lancz & Associates, Inc. 6
Lowe Wealth Advisors, LLC 6
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 6
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 6
Huntleigh Advisors, Inc. 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
Evolution Advisers, Inc. 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6
Sourcerock Group LLC 6
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 6
Engine No. 1 Llc 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 6
Bristol John W & Co Inc /ny/ 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
Grey Fox Wealth Advisors, LLC 6
Financial Freedom, LLC 6
Cobiz Investment Management, Llc 6
Mcintyre Freedman & Flynn Investment Advisers Inc 6
Resolute Advisors LLC 6
Argyle Capital Management Inc. 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
Verdad Advisers, LP 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
Iberiabank Corp 6
Distillate Capital Partners LLC 6
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 6
Cadent Capital Advisors, LLC 6
Empirical Asset Management, LLC 6
Privium Fund Management (UK) Ltd 6
Auxano Advisors, LLC 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 6
MADDEN SECURITIES Corp 6
Tanglewood Legacy Advisors, LLC 6
CarsonAllaria Wealth Management, Ltd. 6
Delek Group, Ltd. 6
Eads & Heald Wealth Management 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 6
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
Financial Partners Group, LLC 6
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 6
ShoreHaven Wealth Partners, LLC 6
Annandale Capital, LLC 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
Mitchell & Pahl Private Wealth, Llc 6
Mma Asset Management Llc 6
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
Morton Brown Family Wealth, LLC 6
XY Capital Ltd 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
OneAscent Wealth Management LLC 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 6
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 6
Phoenix Wealth Advisors 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
Saxon Interests, Inc. 6
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 6
Fiduciary Group LLC 6
DB Wealth Management Group, LLC 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
Pinnbrook Capital Management Lp 6
Cassaday & Co Wealth Management LLC 6
Sonora Investment Management Group, LLC 6
West Financial Advisors, LLC 6
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 6
Clear Perspectives Financial Planning, LLC 6
Morris Retirement Advisors, LLC 6
IVC Wealth Advisors LLC 6
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 6
FourThought Financial Partners, LLC 6
Richard W. Paul & Associates, LLC 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 6
Murchinson Ltd. 6
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
TrueWealth Advisors, LLC 6
Golden Green, Inc. 6
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
Centennial Wealth Advisory LLC 6
Inr Advisory Services Llc 6
PayPay Securities Corp 6
Johnson Midwest Financial, LLC 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
Nbw Capital Llc 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
Braun Stacey Associates Inc 6
Fwl Investment Management, Llc 6
Journey Advisory Group, LLC 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
Eagle Strategies LLC 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
Taika Capital, LP 6
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 6
Nordwand Advisors, LLC 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
Trifecta Capital Advisors, LLC 6
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
ASB Consultores, LLC 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
Scott & Selber, Inc. 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 6
Traub Capital Management LLC 6
Sagefield Capital LP 6
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
Axiom International Investors Llc /de 6
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 6
Capricorn Fund Managers Ltd 6
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 6
Dearborn Partners Llc 6
Graham & Dodd Fund, Llc 6
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 6
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 6
Stapp Wealth Management, Pllc 6
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 6
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 6
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
Exos TFP Holdings LLC 6
Dakota Community Bank & Trust NA 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 6
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
My Personal CFO, LLC 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 6
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 6
BERIX - Chartwell Funds - Berwyn Income Fund 6
Relyea Zuckerberg Hanson LLC 6
Endex Capital Management Llc 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
Coolidge Francis L 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
CastleKnight Management LP 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
Vertex One Asset Management Inc. 6
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 6
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
Hiddenite Capital Partners LP 6
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 6
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 6
Wilkinson Ogrady & Co Inc /ny 6
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 6
Elequin Capital Lp 6
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 6
Cardiff Park Advisors, Llc 6
Grant Street Asset Management, Inc. 6
Prudent Man Advisors, LLC 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
WCG Wealth Advisors LLC 6
Boreal Capital Management LLC 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
CXI Advisors 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
Maryland Capital Management 6
Gibson Wealth Advisors LLC 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
Warwick Investment Management, Inc. 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
Spotlight Asset Group, Inc. 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
Ntv Asset Management Llc 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
Bbr Partners, Llc 6
Canandaigua National Corp 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6
Pinnacle Wealth Management, LLC 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 6
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 6
Options Solutions, Llc 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
VMCVX - VALIC Co II - Mid Cap Value Fund 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
Greatmark Investment Partners, Inc. 6
Heritage Financial Services, LLC 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 6
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 6
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 6
Waterloo Capital, L.P. 6
Edmond De Rothschild Asset Management (france) 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
Siena Capital Llc 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
First Commonwealth Financial Corp /pa/ 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
Delphi Management Inc /ma/ 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
Monetta Financial Services Inc 6
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
Beta Wealth Group, Inc. 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
Sharkey, Howes & Javer 6
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 6
Briaud Financial Planning, Inc 6
Pavion Blue Capital, LLC 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
Blackrock Municipal 2030 Target Term Trust 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 6
Putnam Investors Fund 6
Kavilco Inc/wa/ 6
Oppenheimer Corporate Bond Fund 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Barings Corporate Investors 6
Legacy Wealth Managment, LLC/ID 6
Oppenheimer Integrity Funds 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
Wildermuth Endowment Strategy Fund 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6
FS Series Trust - FS Market Neutral Fund Class I 6
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 6
Quadrant Private Wealth Management, LLC 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
Invesco Value Municipal Income Trust 6
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 6
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 6
Wealth Management Associates, Inc. 6
Claymore Exchange-traded Fund Trust 2 6
Secure Asset Management, LLC 6
Gdl Fund 6
Diversified Enterprises, LLC 6
Core Bond Portfolio - Core Bond Portfolio 6
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 6
Rainier Investment Management Mutual Funds 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
American Alpha Advisors, LLC 6
American Funds Fundamental Investors 6
Lester Murray Antman dba SimplyRich 6
Landaas & Co /wi /adv 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
Security National Bank 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Scout Funds 6
Harris Associates L P 6
Pinnacle Family Advisors, LLC 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
Ackerman Capital Advisors, LLC 6
Oddo Bhf Asset Management Sas 6
Jnl Strategic Income Fund Llc 6
Penbrook Management LLC 6
Garner Asset Management Corp 6
Concord Asset Management, LLC/VA 6
Delta Lloyd Asset Management N.v. 6
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 6
Peak Capital Management Llc 6
Gilbert & Cook, Inc. 6
First Financial Equity Corporation 6
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
Vivaldi Capital Management, LLC 6
Dunvegan Associates, Inc. 6
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
ULTRA SERIES FUND - Core Bond Fund Class I 5
ULTRA SERIES FUND - High Income Fund Class I 5
Valtura Capital Partners LLC 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
Cohen Klingenstein LLC 5
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
3Chopt Investment Partners, LLC 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Portland Global Advisors LLC 5
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
Mathes Company, Inc. 5
Measured Risk Portfolios, Inc. 5
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 5
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
Florida Financial Advisors, Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
Advanced Portfolio Management, LLC 5
Hefty Wealth Partners 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
Atlas Brown,Inc. 5
Davidson Investment Advisors 5
LifePro Asset Management 5
Philip James Wealth Mangement, LLC 5
Intrepid Capital Management Inc 5
Cutler Investment Counsel Llc 5
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 5
Jet Capital Investors L P 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
Oak Harvest Investment Services 5
Stablepoint Partners, LLC 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
Fundamentun, Llc 5
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 5
Foster Dykema Cabot & Co Inc/ma 5
Family Legacy, Inc. 5
Hopwood Financial Services, Inc. 5
Breakwater Capital Group 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
Northstar Advisory Group, LLC 5
Jackson Wealth Management, LLC 5
Euclidean Technologies Management, LLC 5
Monte Financial Group, LLC 5
American Financial Group Inc 5
RDA Financial Network 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
ICW Investment Advisors LLC 5
Optas, LLC 5
Olistico Wealth, LLC 5
Cascadia Advisory Services, LLC 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
Summitry Llc 5
Samlyn Capital, Llc 5
Old Port Advisors 5
Key Client Fiduciary Advisors, LLC 5
Sapphire Star Partners LP 5
Tortoise Power & Energy Infrastructure Fund Inc 5
Fidgeon Timothy F 5
Andesa Financial Management Inc. 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
Accredited Wealth Management, LLC 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
VVSCX - VALIC Co I - Small Cap Value Fund 5
Hohimer Wealth Management, Llc 5
Foster Group, Inc. 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Capital World Growth & Income Fund 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
RVW Wealth, LLC 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
Coastal Bridge Advisors, LLC 5
Brooktree Capital Management 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
Voya Prime Rate Trust 5
Highland Private Wealth Management 5
Parkside Investments, LLC 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
Fiduciary Services Corp/ga 5
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 5
Keynote Financial Services Llc 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
LFA - Lugano Financial Advisors SA 5
Barrington Strategic Wealth Management Group LLC 5
L.m. Kohn & Company 5
Financial Advisory Group 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
Apella Capital, LLC 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
Mjp Associates Inc /adv 5
Silicon Valley Capital Partners 5
First Niagara Bank 5
Wealthstar Advisors, Llc 5
Raiff Partners Inc 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
Horizon Investment Services, LLC 5
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
Cox Capital Mgt LLC 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
Forza Wealth Management, LLC 5
Legacy Financial Group LLC 5
Private Harbour Investment Management & Counsel, LLC 5
Sageworth Trust Co of South Dakota 5
Birchcreek Wealth Management, LLC 5
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 5
Henderson Global Funds 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 5
Watermark Asset Management, Inc. 5
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 5
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 5
RiverFront Investment Group, LLC 5
Consolidated Portfolio Review Corp 5
Laidlaw Wealth Management LLC 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
Barrett & Company, Inc. 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
Legacy Capital Group California, Inc. 5
O'Dell Group, LLC 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
Sage Rhino Capital Llc 5
First Dallas Securities Inc. 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
Rovida Advisors Inc. 5
BIP Wealth, LLC 5
Aj Wealth Strategies, Llc 5
WHV Investments, Inc. 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
Smith Anglin Financial, LLC 5
Noked Capital LTD 5
EnRich Financial Partners LLC 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
May Hill Capital, LLC 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 5
Virtus Total Return Fund 5
B&l Asset Management Llc 5
Watson Rebecca 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
Loudon Investment Management, LLC 5
McCarthy Grittinger Financial Group, LLC 5
Sterling Manor Financial, LLC 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
EAM Global Investors LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
Marketfield Asset Management LLC 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
Crossvault Capital Management LLC 5
Multi-strategy Growth & Income Fund 5
Accredited Investors Inc. 5
Putnam Fund For Growth & Income 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 5
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Zrc Wealth Management, Llc 5
Papp L Roy & Associates 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
S&co Inc 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Aristotle Capital Management, LLC 5
Cypress Wealth Advisors LLC 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
Crow Point Global Dividend Plus Fund 5
Northstar Group, Inc. 5
Touchstone Investment Trust 5
Portfolio Design Labs, LLC 5
49 Wealth Management, Llc 5
Cypress Wealth Services, LLC 5
Braver Wealth Management, LLC 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
Buckhead Capital Management Llc 5
Canoe Financial LP 5
Addenda Capital Inc. 5
Heartland Bank & Trust Co 5
Nuveen High Income 2023 Target Term Fund 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
Aegon Asset Management Uk Plc 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
Ardevora Asset Management LLP 5
Latitude Advisors, LLC 5
JBF Capital, Inc. 5
Cannon Financial Strategists, Inc. 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
Willow Street Advisors LLC 5
Amussen Hunsaker Associates Llc 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
ArrowMark Colorado Holdings LLC 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
San Luis Wealth Advisors LLC 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
Krane Funds Advisors LLC 5
Sanctuary Wealth Management, L.L.C. 5
CFO4Life, L.P. 5
LifeSteps Financial, Inc. 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
Kavar Capital Partners Group, Llc 5
Affinity Wealth Management Llc 5
StrategIQ Financial Group, LLC 5
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 5
Cypress Point Wealth Management, LLC 5
Spectrum Financial Alliance Ltd LLC 5
Keeler THomas Management LLC 5
Beaton Management Co. Inc. 5
Vermillion & White Wealth Management Group, LLC 5
Hedeker Wealth, LLC 5
KC Investment Advisors, LLC 5
Hurley Capital, LLC 5
Henrickson Nauta Wealth Advisors, Inc. 5
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 5
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
Beacon Investment Advisors Llc 5
Rnc Capital Management Llc 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
Foxby Corp. 5
Vista Investment Management 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 5
Kemper Corp Master Retirement Trust 5
Regency Capital Management Inc.\DE 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
Bridges Investment Counsel Inc/ 5
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 5
Trust For Advisor Solutions 5
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
Legacy Investment Solutions, LLC 5
Gs Investments, Inc. 5
Investmark Advisory Group LLC 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
R. G. Niederhoffer Capital Management Inc 5
Clarity Financial LLC 5
RIA Advisory Group LLC 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
MBA Advisors LLC 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
Badgley Phelps & Bell Inc 5
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
Incline Global Management LLC 5
Sterling Financial Planning, Inc. 5
Legacy Capital Partners, Inc. 5
Arjuna Capital 5
Gratus Wealth Advisors, LLC 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 5
DeDora Capital, Inc. 5
Insight Inv LLC 5
Global Endowment Management, LP 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
Palumbo Wealth Management LLC 5
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 5
Davidson Kempner Capital Management Lp 5
Brady Family Wealth, Llc 5
CQS Cayman LP 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
Berkshire Hathaway Inc 5
Offit Capital Advisors Llc 5
Argonautica Private Wealth Management, Inc 5
Fairman Group, LLC 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 5
Cerro Pacific Wealth Advisors LLC 5
Trinity Legacy Partners, LLC 5
Baron Wealth Management LLC 5
Kingdon Capital Management, L.l.c. 5
Chicago Capital Management, LLC 5
STXG - EA Series Trust - Strive 1000 Growth ETF 5
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 5
Meadow Creek Wealth Advisors Llc 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
Friedberg Investment Management 5
Pentwater Capital Management LP 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
Puzo Michael J 5
Gries Financial Llc 5
American Fidelity Dual Strategy Fund Inc 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
Cary Street Partners Asset Management Llc 5
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
Sugar Maple Asset Management, LLC 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
Perfromance Wealth Partners, LLC 5
O'Neil Global Advisors, Inc. 5
Clear Point Advisors Inc. 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
Koesten, Hirschmann & Crabtree, INC. 5
Lummis Asset Management, LP 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
Kennondale Capital Management LLC 5
Nan Shan Life Insurance Co., Ltd. 5
Smith Chas P & Associates Pa Cpas 5
Nokota Management, LP 5
Foster Victor Wealth Advisors, LLC 5
MRP Capital Investments, LLC 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Bryn Mawr Capital Management Inc 5
ARGA Investment Management, LP 5
Northeast Investment Management 5
Hobart Private Capital, LLC 5
Arista Wealth Management, LLC 5
Buckingham Capital Management, Inc. 5
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 5
RSSL - Global X Funds - Global X Russell 2000 ETF 5
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
Delap Wealth Advisory, Llc 5
Addison Capital Co 5
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 5
Viawealth, Llc 5
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 5
Khp Capital, Llc 5
Rainier Investment Management Llc 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
CGMRX - CGM TRUST - CGM Realty Fund 5
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 5
Trutina Financial LLC 5
Sterneck Capital Management, LLC 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
Abeille Asset Management Sa 5
South Plains Financial, Inc. 5
Orca Investment Management, LLC 5
Single Point Partners, LLC 5
Archetype Wealth Partners 5
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 5
Fosun International Ltd 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 5
Timber Creek Capital Management LLC 5
Avondale Wealth Management 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
Rockport Wealth LLC 5
Robertson Stephens Advisors Llc 5
Retirement Guys Formula Llc 5
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 5
Surevest, LLC 5
Bell & Brown Wealth Advisors, Llc 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 5
Sienna Gestion 5
Minot Wealth Management LLC 5
Franklin Street Advisors Inc /nc 5
Davidson Trust Co 5
CR Intrinsic Investors, LLC 5
ICENX - ICON FUNDS - ICON Energy Fund Class S 5
F3Logic, LLC 5
Wiser Advisor Group LLC 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
Runnymede Capital Advisors, Inc. 5
Resonant Capital Advisors, LLC 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
Northstar Wealth Partners LLC 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
Members Capital Advisors Inc 5
Value Holdings Management Co. Llc 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
Verity & Verity, LLC 5
AMZA - ETFis Series Trust I - InfraCap MLP ETF 5
Legacy Capital Wealth Partners, LLC 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
Summit Financial Group, Inc. 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
Blackrock Muniyield California Fund, Inc. 5
FCG Investment Co 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
Campion Asset Management LLC 5
Peoples Bank /oh 5
Cooper/haims Advisors, Llc 5
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 5
LMG Wealth Partners, LLC 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 5
MJT & Associates Financial Advisory Group, Inc. 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 5
SummerHaven Investment Management, LLC 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
Harrell Investment Partners, Llc 5
Advantage Alpha Capital Partners LP 5
Creegan & Nassoura Financial Group, LLC 5
Long Island Wealth Management, Inc. 5
Emerson Investment Management, Llc 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Woodward Diversified Capital, Llc 5
Nuveen Senior Income Fund 5
Ade, Llc 5
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
Silverleafe Capital Partners, LLC 5
Princeton Portfolio Strategies Group LLC 5
Cornell Pochily Investment Advisors, Inc. 5
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 5
Lakewood Asset Management LLC 5
Syntax Advisors, Llc 5
Mosaic Financial Group, Llc 5
Sweet Financial Partners, LLC 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
Bainco International Investors 5
Evanson Asset Management, LLC 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
Cross Staff Investments Inc 5
Shepherd Financial Partners LLC 5
Violich Capital Management, Inc. 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Nuveen Floating Rate Income Fund 5
Tetrem Capital Management Ltd. 5
Capital Advisors Wealth Management, LLC 5
Condor Capital Management 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
SBB Research Group LLC 5
Corient IA LLC 5
Cooper Creek Partners Management Llc 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
Bank Hapoalim Bm 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 5
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 5
Pinnacle Private Wealth, LLC 5
Aurora Financial Advisors, Llc 5
Systematic Alpha Investments, LLC 5
Nuveen Floating Rate Income Opportunity Fund 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
Advanced Series Trust - Ast Small-cap Growth Portfolio 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 5
Capital Insight Partners, Llc 5
CMG Global Holdings, LLC 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 5
Crabel Capital Management, LLC 5
Supplemental Annuity Collective Trust of NJ 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
Wimmer Associates 1, Llc 5
Armis Advisers, LLC 5
EPIQ Capital Group, LLC 5
Strategic Wealth Designers 5
Houlihan Financial Resource Group, Ltd. 5
NTB Financial Corp 5
Inverness Investment Group, LLC 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
Nuveen Short Duration Credit Opportunities Fund 5
Connective Portfolio Management, LLC 5
Bill Few Associates, Inc. 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Ardsley Advisory Partners Lp 5
Perennial Advisors, LLC 5
Hutchinson Capital Management/ca 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
Lipe & Dalton 5
Okabena Investment Services Inc 5
Ar Asset Management Inc 5
Waterfront Wealth Inc. 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
Virtus Insight Trust 5
Windsor Group LTD 5
Prospector Partners Llc 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
Garnet Equity Capital Holdings, Inc. 5
Wealth Dimensions Group, Ltd. 5
Cfs, Llc 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
Campbell Newman Asset Management Inc 5
Valley Forge Asset Management, Llc 5
Ruane, Cunniff & Goldfarb Inc 5
Osborne Partners Capital Management, Llc 5
Stiles Financial Services Inc 5
POM Investment Strategies, LLC 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
Advanced Series Trust - Ast Small-cap Value Portfolio 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
Tandem Investment Advisors, Inc. 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
Wedgewood Investors Inc /pa/ 5
HoyleCohen, LLC 5
PMV Capital Advisers, LLC 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Compass Financial Advisors Llc 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
InTrack Investment Management Inc 5
Graney & King, LLC 5
Smith & Howard Wealth Management, LLC 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 5
Goldstone Financial Group, LLC 5
Callahan Advisors, LLC 5
Meridian Investment Counsel Inc. 5
TFB Advisors LLC 5
AlphaQ Advisors LLC 5
Edmond de Rothschild (Europe) 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
Connecticut Wealth Management, LLC 5
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 5
Townsend Asset Management Corp /nc/ /adv 5
Nuveen Credit Strategies Income Fund 5
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 5
Newtyn Management, LLC 5
Hendershot Investments Inc. 5
Van Den Berg Management I, Inc 5
Sovereign Investment Advisors, LLC 5
Applied Finance Capital Management, LLC 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
Kapstone Financial Advisors LLC 5
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 5
British Airways Pensions Investment Management Ltd 5
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 5
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 5
My Legacy Advisors, LLC 5
Laird Norton Trust Company, Llc 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
Fort Pitt Capital Group Inc 5
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 5
Aquire Wealth Advisors, LLC 5
Wealth Effects Llc 5
Teton Westwood Funds 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
O'Brien Wealth Partners LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 5
Cardinal Capital Management, Inc. 5
Swedbank AB 5
Purisima Funds 5
Capital Markets Trading UK LLP 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
Custom Portfolio Group LLC 5
Guidant Wealth Advisors 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
Arthur Zaske & Associates, LLC 5
Evelyn Partners Investment Management LLP 5
Gyrus Investment Management Inc. 5
Kleinwort Benson Investors Dublin Ltd 5
Weil Company, Inc. 5
APCM Wealth Management for Individuals 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
Argentiere Capital Ag 5
Regatta Capital Group, Llc 5
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 5
Advocate Group Llc 5
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
SVA Wealth Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 5
East Coast Asset Management, LLC. 5
Strategic Capital Group LLC 5
Sunflower Bank, Na Wealth Management 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
Hamlin Capital Management, LLC 5
Centennial Bank/AR/ 5
Charles Schwab Trust Co 5
Sage Private Wealth Group, Llc 5
Parsec Financial Management, Inc. 5
D L Carlson Investment Group Inc 5
Estate Counselors, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
Ninepoint Partners LP 5
Pinnacle Advisory Group, Inc. 5
Charter Research & Investment Group, Inc. 5
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 5
Sentinel Group Funds Inc 5
Highland Global Allocation Fund 5
GKV Capital Management Co., Inc. 5
CATF - AMERICAN CENTURY ETF TRUST - American Century California Municipal Bond ETF 5
Full Sail Capital, LLC 5
Martin Investment Management, LLC 5
Viking Global Investors Lp 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
apricus wealth, LLC 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 5
MSH Capital Advisors LLC 5
Lbmc Investment Advisors, Llc 5
Mfs Intermediate High Income Fund 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
LaFleur & Godfrey LLC 5
WFA Asset Management Corp 5
Harfst & Associates, Inc. 5
Nair Vinay 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
Lau Associates Llc 5
Harvey Capital Management Inc 5
Copia Wealth Management 5
Hibernia Wealth Partners, LLC 5
Bridgewater Advisors Inc. 5
Investment House Llc 5
Torno Capital, Llc 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 5
Geduld E E 5
Oppenheimer Series Fund 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 5
Barton Investment Management 5
Ayalon Holdings Ltd. 5
Monarch Partners Asset Management LLC 5
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
Norris Perne & French Llp/mi 5
Harbour Investment Management Llc 5
Probity Advisors, Inc. 5
Dupree Financial Group, LLC 5
Howard Financial Services, Ltd. 5
General Electric Co 5
Mcdaniel Terry & Co 5
Capital Financial Planning, LLC 5
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
Cabot Wealth Management Inc 5
Wellesley Investment Partners, LLC 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 5
Sovran Advisors, LLC 5
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Richwood Investment Advisors, LLC 5
Louisbourg Investments Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
Mattern Wealth Management LLC 5
Oak Harbor Wealth Partners, Llc 5
Affiance Financial, LLC 5
Wheatland Advisors Inc 5
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 5
Noked Israel Ltd 5
Staley Capital Advisers Inc 5
Zevin Asset Management Llc 5
Victory Institutional Funds 5
Security National Bank Of So Dak 5
Quadrature Capital LLP 5
Newman Dignan & Sheerar, Inc. 5
Eaton Vance Short Duration Diversified Income Fund 5
Tevis Investment Management 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
Bellecapital International Ltd. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
Archipel Asset Management AB 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
Canopy Partners, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
Criterion Capital Advisors, Llc 5
Garrison Asset Management, LLC 5
Zega Financial, LLC 5
Ulland Investment Advisors, LLC 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
CI Global Investments Inc. 5
Westshore Wealth, LLC 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
Parr Mcknight Wealth Management Group, Llc 5
White Pine Capital Llc 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
Bridge Creek Capital Management LLC 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
Gateway Advisory, LLC 5
Grassi Investment Management 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 5
Kieckhefer Group Llc 5
Carroll Investors, Inc 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
Rowland & Co Investment Counsel/adv 5
VR Advisory Services Ltd 5
Beirne Wealth Consulting Services, LLC 5
AUERX - Unified Series Trust - Auer Growth Fund 5
Dagco, Inc. 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
Darrell & King Llc 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
Marquette Asset Management, LLC 5
Bank Of Stockton 5
Regal Wealth Group, Inc. 5
Redwood Capital Management, Llc 5
Nuveen Quality Municipal Income Fund 5
TOWER TRUST Co 5
Mid-American Wealth Advisory Group, Inc. 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Cyrus J. Lawrence, LLC 5
Cliftonlarsonallen Wealth Advisors, Llc 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
First National Bank of Hutchinson 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
T. Rowe Price Investment Management, Inc. 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
Harbert Fund Advisors, Inc. 5
Argent Capital Management Llc 5
Ritter Daniher Financial Advisory LLC / DE 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
Halcyon Offshore Asset Management Llc 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
Oppenheimer Global Multi-asset Income Fund 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
First National Advisers, LLC 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
KAMES CAPITAL management Ltd 5
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 5
Quantum Financial Advisors, LLC 5
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
Wisconsin Capital Management Llc 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
Jasper Ridge Partners, L.P. 5
RMCA - Tidal Trust III - Rockefeller California Municipal Bond ETF 5
Alpine Partners USVI, LLC 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
Woodstock Corp 5
OTA Financial Group L.P. 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 5
West Michigan Advisors, Llc 5
Fiduciary Asset Management Llc 5
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 5
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 5
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 5
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
Abundance Wealth Counselors 5
Sentry LLC 5
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
Waverton Investment Management Ltd 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
Capstone Financial Group, Inc. 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
Oppenheimer Equity Income Fund 5
Guidance Capital, Inc 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
Mitchell Sinkler & Starr/pa 5
Union Savings Bank 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
Cypress Capital Management Llc 5
Walthausen & Co., LLC 5
American Beacon Advisors, Inc. 5
Emprise Bank 5
Stonebrook Private Inc. 5
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 5
RMG Wealth Management LLC 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
TrueMark Investments, LLC 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
Mechanics Financial Corp 5
Community Trust & Investment Co 5
Everstar Asset Management, LLC 5
Innealta Capital, Llc 5
Crestmont Private Wealth LLC 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
Tower Square Investment Management, Llc 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
Relative Value Partners Group, LLC 5
Carl Stuart Investment Advisor, Inc 5
UBP Investment Advisors SA 5
Marshwinds Advisory Co 5
Berkley W R Corp 5
HBC Financial Services, PLLC 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
Lifeworks Advisors, LLC 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
Verus Financial Partners, Inc. 5
Oliver Luxxe Assets LLC 5
Bristol Advisors, LLC 5
BTG Pactual Asset Management US LLC 5
Stillwater Capital Advisors, LLC 5
Scotia Asset Management L.P. 5
Camden National Bank 5
Tiff Advisory Services Inc 5
Epstein & White Financial LLC 5
Provident Wealth Management, LLC 5
JB Capital LLC 5
Bivin & Associates, Inc. 5
Westend Partners Lp 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
Coho Partners, Ltd. 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 5
Dnp Select Income Fund Inc 5
American Independence Financial Services LLC 5
Kelman-Lazarov, Inc. 5
South Street Advisors LLC 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
LRT Capital Management, LLC 5
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 5
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 5
Evergreen Wealth Solutions, LLC 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Diversify Wealth Management, Llc 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
Advisor OS, LLC 5
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
Mill Capital Management, LLC 5
Bellevue Asset Management, Llc 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
Hardin Capital Partners, LLC 5
Community Bank & Trust, Waco, Texas 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
PENN SERIES FUNDS INC - Small Cap Value Fund 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
Affinity Capital Advisors, LLC 5
CMT Capital Markets Trading GmbH 5
NS Partners Ltd 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
Bel Air Investment Advisors Llc 5
Ilex Capital Partners (UK) LLP 5
Spinnaker Trust 5
Sumit Capital, Llc 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
Duff & Phelps Select Energy Mlp Fund Inc. 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 5
Fusion Investment Group, LLC 5
Quantedge Capital Pte Ltd 5
Sentry Investments Corp. 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Capitolis Liquid Global Markets LLC 5
Tritonpoint Wealth, Llc 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
Cardinal Capital Management 5
LongView Wealth Management 5
Southeast Asset Advisors Inc. 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
Round Table Investment Management Company, Lp 5
Rushmore Investment Advisors, Inc. 5
Harbor Advisors LLC 5
KPP Advisory Services LLC 5
Sound View Wealth Advisors, Llc 5
Palouse Capital Management, Inc. 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
QTR Family Wealth, LLC 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
Findlay Park Partners LLP 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Tempus Wealth Planning, LLC 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
440 Investment Group, Llc 5
Castlekeep Investment Advisors Llc 5
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
Van Strum & Towne Inc. 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
Texas Capital Bancshares Inc/tx 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 5
Chris Bulman Inc 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
MD Financial Management Inc. 5
Mirador Capital Partners LP 5
Capital Group Private Client Services, Inc. 5
Kercheville Advisors, LLC 5
Everpar Advisors Llc 5
Cortland Advisers Llc 5
Db-x Exchange-traded Funds Inc. 5
Brookwood Investment Group LLC 5
JBR Co Financial Management Inc 5
Copper Rock Capital Partners, LLC 5
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 5
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 5
Independence Capital Asset Partners, LLC 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
Bath Savings Trust Co 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
Confluence Wealth Management LLC 5
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
Alleghany Corp /de 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 5
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 5
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
Danda Trouve Investment Management, Inc. 5
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
Lineweaver Wealth Advisors, LLC 5
Schrum Private Wealth Management LLC 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
Nexus Investment Management ULC 5
Knightsbridge Asset Management, Llc 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
ABVAX - AB TRUST - AB Value Fund Class A 5
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 5
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 5
Able Wealth Management LLC 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
US Asset Management LLC 5
DSG Capital Advisors, LLC 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
Alphadyne Asset Management, LLC 5
Brandes Investment Partners, Lp 5
Benedict Financial Advisors Inc 5
Verde Servicos Internacionais S.A. 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
VestGen Advisors, LLC 5
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
Seneca Capital Investments, L.p. 5
Fft Wealth Management Llc 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
First Washington CORP 5
Sumitomo Mitsui Financial Group, Inc. 5
Accordant Advisory Group Inc 5
Tcw Alternative Funds 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Majedie Asset Management Ltd 5
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 5
Merriman Wealth Management, LLC 5
Oppenheimer Main Street Funds 5
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 5
Limestone Investment Advisors LP 5
Stonebridge Financial Planning Group, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 5
ARS Wealth Advisors Group, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
Board of Trustees of The Leland Stanford Junior University 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
Northside Capital Management, LLC 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Blue Square Asset Management, Llc 5
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 5
Tradition Asset Management Llc 5
Arbiter Partners Capital Management LLC 5
Essential Planning, LLC. 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
ZynergyRetirementPlanningLLC 5
Five Oceans Advisors 5
Torray Llc 5
Pluribus Labs, LLC 5
Wilkins Investment Counsel Inc 5
Holloway Wealth Management, LLC 5
SS&H Financial Advisors, Inc. 5
Stillwater Investment Management, LLC 5
Noble Wealth Management PBC 5
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 5
Pioneer Trust Bank N A/or 5
City Center Advisors, LLC 5
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Empyrean Capital Partners, LP 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
Jacobsen Capital Management 5
Marks Group Wealth Management, Inc 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
Sierra Summit Advisors Llc 5
Avaii Wealth Management, Llc 5
Chickasaw Capital Management Llc 5
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 5
Investment Research & Advisory Group, Inc. 5
Hurlow Wealth Management Group, Inc. 5
Purkiss Capital Advisors LLC 5
Biltmore Wealth Management, LLC 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
Lazari Capital Management, Inc. 5
Eos Management, L.P. 5
Warther Private Wealth, LLC 5
Mandatum Life Insurance Co Ltd 5
Nuveen Municipal Credit Opportunities Fund 5
Thrive Wealth Management, LLC 5
Summit Street Capital Management, LLC 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
Mogy Joel R Investment Counsel Inc 5
Tanager Wealth Management LLP 5
Pimco California Municipal Income Fund Ii 5
Arcadia Investment Advisors Llc 5
O'Keefe Stevens Advisory, Inc. 5
Excalibur Management Corp 5
American National Bank & Trust Co /va/ 5
Renaissance Investment Group LLC 5
Burford Brothers, Inc. 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Bnp Paribas 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
New Century Financial Group, LLC 5
Fairway Wealth LLC 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
JBJ Investment Partners, LLC 5
Hayek Kallen Investment Management 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
Marvin & Palmer Associates Inc 5
Sharp Financial Services, LLC 5
Guardian Wealth Advisors, Llc / Nc 5
First Western Trust Bank 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 5
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 5
NOINX - Northern Funds - Northern International Equity Index Fund 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
Wambolt & Associates, LLC 5
LOM Asset Management Ltd 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
Scoggin Management Lp 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
BW Gestao de Investimentos Ltda. 5
HSBC FUNDS - HSBC High Yield Fund Class A 5
PENN SERIES FUNDS INC - High Yield Bond Fund 5
Blue Granite Capital, LLC 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
Fagan Associates, Inc. 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
Tealwood Asset Management Inc 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
Connors Investor Services Inc 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 5
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 5
Cedar Capital, Llc 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
Texas Capital Bank Wealth Management Services Inc 5
Winning Points Advisors, LLC 5
Fragasso Group Inc. 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
Payden & Rygel Investment Group 5
Second Line Capital, LLC 5
NCITX - Northern Funds - Northern California Intermediate Tax-exempt Fund 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 5
Balboa Wealth Partners 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
General Partner, Inc. 5
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 5
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 5
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 5
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 5
Chung Wu Investment Group, LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 5
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 5
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 5
Kennedy Investment Group 5
Custom Index Systems, Llc 5
Asset Allocation & Management Company, LLC 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Pettyjohn, Wood & White, Inc 5
EULAV Asset Management 5
NCATX - Northern Funds - Northern California Tax-exempt Fund 5
Claudia M.p. Batlle, Crp (r) Llc 5
Vivaldi Asset Management, LLC 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
Baupost Group Llc/ma 5
Requisite Capital Management, LLC 5
Cincinnati Insurance Co 5
Astenbeck Capital Management LLC 5
Robinson Value Management, Ltd. 5
Eaton Vance Municipal Bond Fund 5
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 5
MidAtlantic Capital Management, Inc. 5
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 5
Fullerton Fund Management Co Ltd 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
Vanguard Morgan Growth Fund 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Mawer Investment Management Ltd. 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
Crescent Sterling, Ltd. 5
Zhang Financial LLC 5
Kovitz Investment Group, LLC 5
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
Ratan Capital Management LP 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
Cheviot Value Management, LLC 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 5
Forte Capital Llc /adv 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
Brooklands Fund Management Ltd 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
Adams Hall Wealth Advisors, LLC 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
EagleClaw Capital Managment, LLC 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
City National Bank Of Florida /msd 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
Jd Capital Management Llc 5
Christopher J. Hasenberg, Inc 5
Huber Capital Management LLC 5
Platform Technology Partners 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Alaska Permanent Capital Management 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
SkyBridge Capital II, LLC 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Beaumont Financial Advisors, LLC 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
Pecaut & Co. 5
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 5
Welch Capital Partners Llc/ny 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
New Century Investment Management, Inc 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
Twin Focus Capital Partners, Llc 5
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 5
RFG - Bristol Wealth Advisors, LLC 5
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
Gibraltar Capital Management, Inc. 5
Archon Partners LLC 4
Austin Private Wealth, LLC 4
Deutsche Municipal Income Trust 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
10-15 Associates, Inc. 4
Lombard Odier Transatlantic, Limited Partnership 4
Dow Chemical Co /de/ 4
Cumberland Partners Ltd 4
Ramsay, Stattman, Vela & Price, Inc. 4
Nichols Asset Management LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
Sandhill Capital Partners LLC 4
Sarasin & Partners LLP 4
Piermont Capital Management LLC 4
First Wilshire Securities Management Inc 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 4
Ambassador Advisors, LLC 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
Blackrock Real Asset Equity Trust 4
Blackrock Dividend Income Trust 4
Bull Street Advisors, LLC 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
King Investment Advisors Inc/tx 4
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
Master Basic Value Llc 4
Legacy Wealth Management, LLC / MS 4
Fairview Capital Investment Management, Llc 4
CORDA Investment Management, LLC. 4
Independence Trust CO 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
National Rural Electric Cooperative Association 4
Roffman Miller Associates Inc /pa/ 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
BlackRock ETF Trust - BlackRock Large Cap Core ETF 4
Spurstone Advisory Services, LLC 4
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 4
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
Sunpointe, LLC 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Pioneer Emerging Markets Fund 4
Novak & Powell Financial Services, Inc. 4
Cincinnati Financial Corp 4
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 4
New Harbor Financial Group, LLC 4
Graybill Bartz & Assoc Ltd 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
Edgemoor Investment Advisors, Inc. 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
Delta Financial Advisors Llc 4
Globe Life Inc. 4
Security National Bank Of Sioux City Iowa /ia/ 4
Neumann Capital Management, LLC 4
Counterweight Ventures, LLC 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
White Pine Investment CO 4
Pinney & Scofield, Inc. 4
Abbot Financial Management, Inc. 4
Goldentree Asset Management Lp 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
Berwyn Funds 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
Kingstone Capital Partners Texas, LLC 4
Stone Toro Investment Advisers, LP 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
Haverford Financial Services, Inc. 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 4
CG Asset Management LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
Moser Wealth Advisors, LLC 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
Rothschild & Co Wealth Management UK Ltd 4
Oneamerica Funds Inc 4
Leo Wealth, LLC 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
Sound Financial Strategies Group, LLC 4
Oppenheimer Equity Fund 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
Lorber David A 4
Revisor Wealth Management LLC 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
Western Asset High Yield Defined Opportunity Fund Inc. 4
Ramirez Asset Management, Inc. 4
First Fiduciary Investment Counsel, Inc. 4
Integre Asset Management, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
BancFirst Trust & Investment Management 4
Michels Family Financial, LLC 4
Prosperitas Financial LLC 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Alta Capital Management Llc/ 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
Keudell/Morrison Wealth Management 4
united american securities inc. (d/b/a uas asset management) 4
West Chester Capital Advisors, Inc 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
Beacon Harbor Wealth Advisors, Inc. 4
Stadion Money Management, LLC 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
Westhampton Capital, LLC 4
Hager Investment Management Services, Llc 4
Kamunting Street Capital Management, L.P. 4
Eq Wealth Advisors, Llc 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Mcglinn Capital Management Inc 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Syntax Research, Inc. 4
Private Capital Management Llc 4
Hi-Line Capital Management, LLC 4
McNamara Financial Services, Inc. 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
Baldrige Asset Management LLC 4
Financiere des Professionnels - Fonds d,investissement inc. 4
Glenview State Bank Trust Dept. 4
Financial Security Advisor, Inc. 4
Argus Investors' Counsel, Inc. 4
Julex Capital Management, Llc 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
Putney Financial Group LLC 4
Harvey Investment Co Llc 4
Zuckerman Investment Group, LLC 4
Oaktree Diversified Income Fund Inc. 4
Challenger Wealth Management 4
Nicolet Bankshares Inc 4
Bedel Financial Consulting Inc 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Gq Asset Management, Llc 4
Spero-smith Investment Advisers Inc /oh 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
Washington State Investment Board 4
Gmt Capital Corp 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
Enterprise Bank & Trust Co 4
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4
HIMYX - Victory Portfolios IV - Victory Pioneer High Income Municipal Fund Class Y 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
CMH Wealth Management LLC 4
Shorepoint Capital Partners LLC 4
York Capital Management Global Advisors, LLC 4
Carl Domino Inc 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
Bank Of Edwardsville 4
Portola Group Inc /ca 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Delta Capital Management Llc 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
North American Management Corp 4
Bank OZK 4
Muzinich & Co., Inc. 4
Nearwater Capital Markets, Ltd 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
Noesis Capital Mangement Corp 4
Iams Wealth Management, Llc 4
State Farm Mutual Automobile Insurance Co 4
Murphy Pohlad Asset Management LLC 4
Brookmont Capital Management 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
Harvey Partners, LLC 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Guild Investment Management, Inc. 4
TOWER TRUST & INVESTMENT Co 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
DoubleLine Yield Opportunities Fund 4
HHG & Company, LLC 4
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4
KEMPER Corp 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
Lynch & Associates/in 4
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 4
Marque Millennium Capital Management Lcc 4
United Bank, Inc. 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
Glassy Mountain Advisors, Inc. 4
Lagoda Investment Management, L.P. 4
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 4
Butensky & Cohen Financial Security, Inc 4
IWC - iSHARES TRUST - iShares Micro-Cap ETF 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Caymus Capital Partners, L.P. 4
Edmonds Duncan Registered Investment Advisors, LLC 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
Bernardo Wealth Planning LLC 4
Richard P Slaughter Associates Inc 4
First National Bank & Trust Co Of Newtown 4
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
Key Bridge Compliance, LLC 4
Albert D Mason Inc 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
Ksa Capital Management, Llc 4
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 4
Aware Super Pty Ltd as trustee of Aware Super 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
Karlinski Andrew C 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
Harvest Management Llc 4
AA Financial Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
Duncan Williams Asset Management, LLC 4
QV Investors Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Longer Investments Inc. 4
Bright Rock Capital Management, Llc 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
Morningstar Investment Management LLC 4
Ostrum Asset Management U.s., Llc 4
Lehman & Derafelo Financial Resources LLC 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
Wittenberg Investment Management, Inc. 4
Doliver Advisors, Lp 4
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 4
Planning Solutions Group Llc 4
Kayne Anderson Mlp Investment Co 4
DSC Advisors, L.P. 4
Saddle Road Partners, LLC 4
Toms Capital Investment Management Lp 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 4
Northwest Bank & Trust Co 4
Slagle Financial, LLC 4
Capital Counsel Llc/ny 4
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 4
Cloud Capital Management, LLC 4
Fairhaven Wealth Management, LLC 4
ERTS Wealth Advisors, LLC 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
Harvest Capital Management Inc 4
Agran Libbie 4
Finward Bancorp 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
Paladin Advisory Group, LLC 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
Advance Capital Management, Inc. 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
Dopkins Wealth Management, Llc 4
Badgley Phelps Wealth Managers, LLC 4
Monarch Capital Management Inc/ 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
Invesco, Llc 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
Invenio Wealth Partners Llc 4
Ascent Wealth Partners, LLC 4
TrinityPoint Wealth, LLC 4
New Republic Capital, LLC 4
Roof Eidam & Maycock/adv 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
Academy Capital Management Inc/tx 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
Thornburg Income Builder Opportunities Trust 4
Kolinsky Wealth Management, LLC 4
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 4
Pasadena Private Wealth, LLC 4
Iridian Asset Management Llc/ct 4
PFW Advisors LLC 4
Schwerin Boyle Capital Management Inc 4
TT Capital Management LLC 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Arabesque Asset Management Ltd 4
Stamina Capital Management Lp 4
Spring Capital Management, Llc 4
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
Agate Pass Investment Management, LLC 4
Kennebec Savings Bank 4
Elevatus Welath Management 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
J2 Capital Management Inc 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
Paragon Capital Management Inc 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
Pimco California Municipal Income Fund Iii 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
Garrison Point Advisors, Llc 4
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 4
Hyman Charles D 4
Tributary Capital Management, LLC 4
Surience Private Wealth Llc 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
Arcus Capital Partners, LLC 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
MGB Wealth Management, LLC 4
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
TPG Financial Advisors, LLC 4
Essex LLC 4
Threadgill Financial, Llc 4
Econ Financial Services Corp 4
Shulman DeMeo Asset Management LLC 4
Brooks, Moore & Associates, Inc. 4
SAM Advisors, LLC 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
United Income, Inc. 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
Peloton Wealth Strategists 4
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 4
NWF Advisory Services Inc. 4
Strategic Financial Services, Inc, 4
Crux Wealth Advisors 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
Prairie Sky Financial Group LLC 4
Fusion Family Wealth LLC 4
Ninety One SA (PTY) Ltd 4
Ocean Capital Management, LLC 4
De Burlo Group Inc 4
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 4
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
Nichols & Pratt Advisers Llp /ma 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
Straight Path Wealth Management 4
Mayfair Advisory Group, LLC 4
Mainstream Capital Management LLC 4
Strategic Family Wealth Counselors, L.L.C. 4
Weather Gauge Advisory, LLC 4
Hotaling Investment Management, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
FORH - ETF Opportunities Trust - Formidable ETF 4
Strategies Wealth Advisors, LLC 4
Meridian Financial Partners LLC 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
Signet Management Usa, Llc 4
Reitz Capital Advisors LLC 4
Plimoth Trust Co Llc 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Overland Advisors, LLC 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Integrated Quantitative Investments LLC 4
Marble Harbor Investment Counsel, LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 4
Lansdowne Partners (uk) Llp 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 4
Pimco California Municipal Income Fund 4
DGS Capital Management, LLC 4
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
Cottonwood Capital Advisors, Llc 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
Cherry Creek Investment Advisors, Inc. 4
Impax Asset Management Group plc 4
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 4
Penn Mutual Asset Management, LLC 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
Merchants' Gate Capital LP 4
Abacus Wealth Partners, LLC 4
Trivant Custom Portfolio Group, LLC 4
Absolute Capital Management, LLC 4
RiverTree Advisors, LLC 4
Conquis Financial Llc 4
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 4
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
Kays Financial Advisory Corp /adv 4
Horizon Advisory Services, Inc. 4
Asset Advisors Investment Management, LLC 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
Sutton Place Investors Llc 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
Exeter Financial, LLC 4
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 4
ABLE Financial Group, LLC 4
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 4
First International Bank & Trust 4
Ofi Invest Asset Management 4
Embree Financial Group 4
Riverwater Partners LLC 4
Indie Asset Partners, LLC 4
German American Bancorp, Inc. 4
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 4
JGP Wealth Management, LLC 4
All Season Financial Advisors, Inc. 4
Locust Wood Capital Advisers, Llc 4
Vishria Bird Financial Group, LLC 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
BlackRock ETF Trust II - BlackRock High Yield ETF 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
Letson Investment Management, Inc. 4
Disciplined Investors, L.L.C. 4
Pinnacle West Asset Management, Inc. 4
WealthTrust Asset Management, LLC 4
Glass Wealth Management Co LLC 4
Pullen Investment Management, LLC 4
Allianz Life Insurance Co Of North America 4
Prudent Man Investment Management, Inc. 4
Nicola Wealth Management Ltd. 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
Resolute Wealth Strategies, LLC 4
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 4
Astrantus Ltd 4
Sky Investment Group LLC 4
Capital Advantage, Inc. 4
ParenteBeard Wealth Management, LLC 4
Cm Wealth Advisors Llc 4
Legacy Financial Strategies, LLC 4
Mondrian Investment Partners LTD 4
Elkhorn Partners Limited Partnership 4
Grassi Investment Management Llc 4
Prentice Wealth Management LLC 4
Oppenheimer Global High Yield Fund 4
Tiedemann Trust Co 4
High Pointe Capital Management Llc 4
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 4
Yarbrough Capital, LLC 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
BigSur Wealth Management LLC 4
Zenyatta Capital Management LP 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Fiduciary Family Office, Llc 4
Benchmark Capital Advisors 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
Spreng Capital Management, Inc. 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Lifestyle Asset Management, Inc. 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
Euro Pacific Asset Management, LLC 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Nuveen Intermediate Duration Municipal Term Fund 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Tectonic Advisors Llc 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
D. E. Shaw Kalon Portfolios, L.L.C. 4
Petra Financial Advisors Inc 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
Breiter Capital Management Inc 4
Arbor Trust Wealth Advisors, Llc 4
STXK - EA Series Trust - Strive Small-Cap ETF 4
Legacy Trust 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
Armor Investment Advisors, LLC 4
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 4
Barnes Dennig Private Wealth Management LLC 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
Icahn Carl C 4
Koss-Olinger Consulting, LLC 4
Schulhoff & Co Inc 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
SageGuard Financial Group, LLC 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
Sanibel Captiva Investment Advisers, Inc. 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 4
Athos Capital Ltd 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
VAUGHAN & Co SECURITIES, INC. 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Cinque Partners Llc 4
Wealth Group, Ltd. 4
LCM Capital Management Inc 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
First Bancorp, Inc /ME/ 4
Acrisure Capital Management, LLC 4
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
Aurora Private Wealth, Inc. 4
Pt Asset Management, Llc 4
Spirepoint Private Client, Llc 4
Crew Capital Management, Ltd. 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Wilkinson Global Asset Management LLC 4
Umpqua Bank 4
Atlanta Consulting Group Advisors, LLC 4
Turner Investments, L.p. 4
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 4
AssuredPartners Investment Advisors, LLC 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 4
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
Artemis Wealth Advisors, LLC 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
Aristides Capital LLC 4
Passumpsic Savings Bank 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
Wafra Inc. 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
Portland Investment Counsel Inc. 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
Cascade Investment Group, Inc. 4
Sequent Planning LLC 4
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
Trajan Wealth LLC 4
Tlwm 4
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 4
Cabot-Wellington, LLC 4
Capital Market Strategies LLC 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
Flippin Bruce & Porter Inc 4
Heritage Wealth Management, Inc./Texas 4
Allianzgi Equity & Convertible Income Fund 4
D.B. Root & Company, LLC 4
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
Wallace Advisory Group, LLC 4
Perennial Investment Advisors, LLC 4
Good Steward Wealth Advisors,LLC 4
Bard Financial Services, Inc. 4
Mountain Hill Investment Partners Corp. 4
Inlight Wealth Management, LLC 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
IronBridge Private Wealth, LLC 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Kendall Capital Management 4
PGIM Short Duration High Yield Opportunities Fund 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
GraniteShares Advisors LLC 4
Investment Advisory Services Inc /tx /adv 4
Barber Financial Group, Inc. 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
Crumly & Associates Inc. 4
Defined Wealth Management, Llc 4
Strait & Sound Wealth Management LLC 4
Biltmore Family Office, LLC 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
Private Capital Management, LLC 4
Linden Thomas Advisory Services, LLC 4
Sls Management Llc 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
Robbins Farley Llc 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
Bensler, LLC 4
SkyView Investment Advisors, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Locust Wood Capital Advisers, LLC 4
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
McMahon Financial Advisors, LLC 4
Wealthstream Advisors, Inc. 4
Summit Asset Management, LLC 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Divergent Wealth Advisors, Llc 4
Legacy Financial Group, Inc. 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
Per Stirling Capital Management, LLC. 4
Greenspring Advisors, LLC 4
Enhancing Capital LLC 4
Boyer & Corporon Wealth Management, LLC 4
Scott Marsh Financial, LLC 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
Brucke Financial, Inc. 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
A. D. Beadell Investment Counsel, Inc. 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
Towerpoint Wealth, LLC 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Colonial River Wealth Management, LLC 4
Geneva Partners, LLC 4
Freedom Wealth Alliance, Llc 4
Davis Investment Partners, LLC 4
All Terrain Financial Advisors, LLC 4
Financial Partners Group, Inc 4
Traphagen Investment Advisors Llc 4
Walled Lake Planning & Wealth Management, Llc 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
NinePointTwo Capital 4
Freemont Management S.A. 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
Qp Wealth Management, Llc 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
Leverty Financial Group, LLC 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
Greenup Street Wealth Management Llc 4
Burgundy Asset Management Ltd. 4
Pictet North America Advisors SA 4
New England Private Wealth Advisors LLC 4
D. E. Shaw & Co, L.p. 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
Aristotle Atlantic Partners, Llc 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
Provident Investment Management, Inc. 4
Iat Reinsurance Co Ltd. 4
Cantor Fitzgerald Investment Adviser L.p. 4
Powers Advisory Group, LLC 4
Signature Wealth Management Partners, LLC 4
6 Meridian 4
Beaconlight Capital, Llc 4
Ritter Daniher Financial Advisory, Llc 4
Financially Speaking Inc 4
MBL Wealth, LLC 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
AGH Wealth Advisors, LLC 4
Oak Hill Wealth Advisors, Llc 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
MYDA Advisors LLC 4
Oppenheimer Main Street All Cap Fund 4
Capital One Financial Corp 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
First Western Capital Management Co 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
Hikari Power Ltd 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
Sax Wealth Advisors, Llc 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
B. Riley Financial, Inc. 4
Governors Lane LP 4
LIVR - EA Series Trust - Intelligent Livermore ETF 4
Alphasimplex Group, Llc 4
Aspen Grove Capital, LLC 4
Northstar Capital Management Llc 4
Diamant Asset Management, Inc. 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
Fidelity National Financial, Inc. 4
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 4
Watts Gwilliam & Co., LLC 4
Financial Network Wealth Management LLC 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
Core Wealth Partners LLC 4
Oak Grove Capital LLC 4
Worth Financial Advisory Group, LLC 4
Cassia Capital Partners, LLC 4
Greystone Financial Group, LLC 4
Thrive Capital Management, LLC 4
Lincluden Management Ltd 4
Columbia Trust Co 01012016 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
Gendell Jeffrey L 4
Masso Torrence Wealth Management Inc. 4
Flat Footed LLC 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
Conservest Capital Advisors, Inc. 4
Knighthead Capital Management, LLC 4
Monograph Wealth Advisors, Llc 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
Syntegra Private Wealth Group, LLC 4
Ballast, Inc. 4
North Forty Two & Co. 4
Center For Asset Management LLC 4
Wellspring Financial Advisors, LLC 4
Murphy, Middleton, Hinkle & Parker, Inc. 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
Hutchens Investment Management Inc 4
Renasant Bank 4
Accretive Wealth Partners, LLC 4
Artal Group S.A. 4
Insight Advisors, LLC/ PA 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
Bigelow Investment Advisors, LLC 4
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 4
Prossimo Advisors, LLC 4
YOKE - EA Series Trust - Yoke Core ETF 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
Slate Path Capital LP 4
Baugh & Associates, LLC 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
Intrinsic Value Partners, LLC 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
Lokken Investment Group LLC 4
Honeywell International Inc 4
ARS Wealth Advisors, LLC 4
Omega Advisors Inc. 4
BWM Planning, LLC 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
Freedom Day Solutions, LLC 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
Financial Management Network Inc 4
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 4
Waycross Partners, Llc 4
Convergence Financial, LLC 4
Smh Capital Advisors Inc 4
Alliance Wealth Advisors, LLC /UT 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Retirement Income Solutions, Inc 4
Galvin, Gaustad & Stein, LLC 4
Marietta Wealth Management, LLC 4
Next Level Private LLC 4
Salient Private Client, Llc 4
Kesler, Norman & Wride, LLC 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Pomelo Capital LLC 4
Covenant Asset Management, LLC 4
Lgl Partners, Llc 4
Piper Sandler & Co. 4
Klaas Financial Asset Advisors, LLC 4
Franklin Square Holdings, L.P. 4
Copperwynd Financial, LLC 4
Aries Wealth Management 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
Mizuho Markets Americas Llc 4
WIREX - PFS FUNDS - Wireless Fund 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
TriaGen Wealth Management LLC 4
Columbia Etf Trust 4
Western Financial Corporation 4
Black Swift Group, LLC 4
Garrison Bradford & Associates Inc 4
LGT Fund Management Co Ltd. 4
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 4
Paladin Wealth, LLC 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
B.O.S.S. Retirement Advisors, LLC 4
New Jersey Better Educational Savings Trust 4
Marshall Financial Group LLC 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Capstone Triton Financial Group, LLC 4
Ashfield Capital Partners, LLC 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Friedenthal Financial 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
GURU - Global X Funds - Global X Guru Index ETF 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
Vertex Planning Partners, LLC 4
Goldstein Advisors, LLC 4
Brown Miller Wealth Management, LLC 4
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 4
Edgar Lomax Co/va 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
Caxton Associates Llp 4
Columbus Macro, LLC 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
Stock Portfolio - Stock Portfolio 4
TSP Capital Management Group, LLC 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
Sand Hill Global Advisors, LLC 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
Champlain Investment Partners, LLC 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
AMJ Financial Wealth Management 4
Financial Strategy Network, LLC 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
Impact Capital Partners LLC 4
Ab Multi-manager Alternative Fund 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
Access Financial Services, Inc. 4
Allegiance Financial Group Advisory Services LLC 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
First Trust Enhanced Equity Income Fund 4
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 4
Gabelli Global Utility & Income Trust 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
Northern Financial Advisors Inc 4
Lion Point Capital, LP 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
Thomaspartners, Inc. 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
Triton Wealth Management, PLLC 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Cs Mckee Lp 4
Permanens Capital L.P. 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
Oppenheimer Developing Markets Fund 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 4
Elevated Capital Advisors, LLC 4
Gallagher Capital Advisors, LLC 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
Eaton Vance Enhanced Equity Income Fund 4
Riverbend Wealth Management, LLC 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
Montage Investments, Llc 4
Israel Discount Bank Of New York /gfn 4
Krs Capital Management, Llc 4
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
SOL Capital Management CO 4
Pineno Levin & Ford Asset Management, Inc. 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
Retirement Financial Solutions, Llc 4
Permanent Capital Management, LP 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 4
MKT Advisors LLC 4
Federated Project & Trade Finance Tender Fund 4
Te Ahumairangi Investment Management Ltd 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
Horizon Financial Services, Llc 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
Hendley & Co Inc 4
Alphagen Securities Llc 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
Federated Core Trust III - Federated Project and Trade Finance Core Fund 4
Gray Wealth Management Inc. 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
Svenska Handelsbanken AB (publ) 4
Castle Financial & Retirement Planning Associates, Inc. 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 4
Gabelli Utility Trust 4
Staar Investment Trust 4
Cornerstone Capital, Inc. 4
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 4
Manhattan West Asset Management, LLC 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
Hokanson Associates, Inc. 4
Nuveen California Select Tax Free Income Portfolio 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
Unified Investment Management 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Gardner Lewis Asset Management L P 4
Chubb Corp 4
Trevor Stewart Burton & Jacobsen Inc 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
Contrarian Capital Management, L.l.c. 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
Truadvice, LLC 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
Gould Asset Management Llc /ca/ 4
Alley Co LLC 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
Oppenheimer Limited-term Bond Fund 4
Gruss Capital Management LP 4
WMG Financial Advisors, LLC 4
Berkeley Capital Partners, LLC 4
Gai Agility Income Fund 4
Cobler Capital Management, LLC 4
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Birch Hill Investment Advisors LLC 4
Capstone Financial Advisors, Inc. 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
Cottage Street Advisors LLC 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
World Equity Group, Inc. 4
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 4
Rex Capital Advisors, LLC 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
Weik Capital Management 4
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
Win Advisors, Inc 4
Tiger Management L.l.c. 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
Invesco Municipal Income Opportunities Trust 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
Oakview Capital Management, L.p. 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
Eagle Capital Appreciation Fund 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
Kings Path Partners LLC 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Ironwood Investment Counsel, LLC 4
Abound Financial, Llc 4
Silicon Hills Wealth Management, LLC 4
Elliott Investment Management L.P. 4
Fcg Advisors, Llc 4
Modus Advisors, LLC 4
Dimension Capital Management Llc 4
Reaves Utility Income Fund 4
Deerfield Management Company, L.p. (series C) 4
Reliant Investment Management, LLC 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
RB Capital Management, LLC 4
Gould Capital, LLC 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
Objective Capital Management, LLC 4
Sloy Dahl & Holst, LLC 4
TRH Financial, LLC 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
Southport Management, L.l.c. 4
Insight Wealth Partners, LLC 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
Genworth Financial Inc 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
Compass Capital Corp /ma/ /adv 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Centricity Wealth Management, LLC 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Capital & Planning, Llc 4
Woodburn R Robert Jr 4
Columbus Hill Capital Management, L.P. 4
Fulcrum Capital LLC 4
Corps Capital Advisors, LLC 4
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 4
Baltimore-Washington Financial Advisors Inc. 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
Winchester Group Inc. 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
Resolute Capital Asset Partners LLC 4
Loveless Wealth Management LLC 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
Country Fund Management 4
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
Empire Life Investments Inc. 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
Atlas Legacy Advisors, LLC 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
Serengeti Asset Management LP 4
Fairfield Financial Advisors, LTD 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
Gruss & Co., LLC 4
Beacon Financial Advisory LLC 4
Blackston Financial Advisory Group, LLC 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
Karamaan Group, LLC 4
Highmount Capital, LLC 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
Henssler Funds Inc 4
Investors Trust Inc 4
Morris Capital Advisors, LLC 4
Royal Capital Wealth Management, LLC 4
Townsend & Associates, Inc 4
Moody Aldrich Partners Llc 4
Horizons Wealth Management 4
MOKAN Wealth Management Inc. 4
Graham Capital Wealth Management, Llc 4
bLong Financial, LLC 4
Dohj, Llc 4
Balter Liquid Alternatives, LLC 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 4
Montchanin Asset Management, Llc 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
Bay Rivers Group 4
Am Investment Strategies Llc 4
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Silver Bridge Capital Management LLC 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
Port Capital LLC 4
Tower View Investment Management & Research LLC 4
Armistice Capital, Llc 4
PUREfi Wealth, LLC 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
Pratt Collard Advisory Partners LLC 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
Fieldpoint Private Advisors, Inc 4
Northstar Financial Companies, Inc. 4
Alpine Associates Advisors 4
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 4
Plan Group Financial, LLC 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
FSM Wealth Advisors, LLC 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Beddow Capital Management Inc 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 4
Rayner & Haynor 4
BXM Wealth LLC 4
Vantage Financial Partners Ltd., Inc. 4
Apeiron RIA LLC 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Drucker Wealth 3.0, LLC 4
Cove Street Capital, LLC 4
Truepoint, Inc. 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
Blackrock Enhanced International Dividend Trust 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
Nuveen Amt-free Municipal Credit Income Fund 4
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
Templeton Global Opportunities Trust 4
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 4
Granite Bay Wealth Management, LLC 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
Altrius Capital Management Inc 4
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Boussard & Gavaudan Asset Management LP 4
Solidarilty Wealth, LLC 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
Brady Martz Wealth Solutions, LLC 4
Wood Investment Counsel LLC 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
Autumn Glory Partners, LLC 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
Retirement Wealth Solutions LLC 4
Optivise Advisory Services LLC 4
Benchmark Investment Advisors LLC 4
GDS Wealth Management 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
Broadleaf Partners, LLC 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
Bankers Trust Co 4
Denver Wealth Management, Inc. 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
Howard Bailey Securities, Llc 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Rainier Family Wealth Inc 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
Independence Advisors, LLC 4
Sl Advisors, Llc 4
Stolper Co 4
Capital Group KKR Core Plus (plus) 4
Eagle Rock Investment Company, Llc 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Granite FO LLC 4
VCIEX - VALIC Co I - International Equities Index Fund 4
Dillon & Associates Inc 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
Nuveen Municipal Value Fund Inc 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
Sandell Asset Management Corp 4
Titleist Asset Management, Ltd. 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
Pines Wealth Management, LLC 4
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 4
Rather & Kittrell, Inc. 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Circle Wealth Management, LLC 4
Sara-Bay Financial 4
Souders Financial Advisors 4
Highwater Wealth Management, LLC 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 4
Long Wharf Investors, Inc. 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
LWM Advisory Services, LLC 4
Global Thematic Partners, LLC 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
Matthew Goff Investment Advisor, LLC 4
ZIG - ETF Series Solutions - The Acquirers Fund 4
Levitt Capital Management LLC 4
OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF 4
Lilley & Co 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
Neuberger Berman Mlp Income Fund Inc. 4
C2C Wealth Management, LLC 4
Turim 21 Investimentos Ltda. 4
Texan Capital Management 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
Liberty One Investment Management, Llc 4
FirstPurpose Wealth LLC 4
Thomas Story & Son Llc 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Peregrine Capital Management Llc 4
FrontFour Capital Group LLC 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
Fintrust Investment Advisory Services, Llc 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
HMS Capital Management, LLC 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
Joule Financial, LLC 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
SeaBridge Investment Advisors LLC 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
Crawford Lake Capital Management, LLC 4
Lumbard & Kellner, LLC 4
Signal Advisors Wealth, LLC 4
Girard Securities, Inc. 4
Arbor Wealth Management, LLC 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
American Assets Inc 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 4
Greystone Managed Investments Inc. 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
Leigh Baldwin & Co., Llc 4
Sippican Capital Advisors 4
Richardson Capital Management LLC 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
Trilogy Global Advisors Lp 4
Cura Wealth Advisors, Llc 4
Darden Wealth Group Inc 4
Burkett Financial Services, Llc 4
Davis-rea Ltd. 4
Stratford Consulting, LLC 4
Cooke & Bieler Lp 4
Pyrrho Capital Management, LP 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
Sound Shore Management Inc /ct/ 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
Boussard & Gavaudan Investment Management LLP 4
Wills Financial Group LLC 4
Gibbs Wealth Management 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
Pingora Partners LLC 4
Farmer Steven Patrick 4
Pinpoint Asset Management Ltd 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
Alerus Investment Advisors Corp 4
Maia Wealth LLC 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
Aviso Wealth Management 4
Cornerstone Select Advisors, LLC 4
Uhlmann Price Securities, Llc 4
Mason Investment Advisory Services, Inc. 4
Mfs Investment Grade Municipal Trust 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
Stelliam Investment Management, Lp 4
Dynamic Wealth Strategies, LLC 4
1858 Wealth Management, Llc 4
Professional Advisory Services Inc 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
Acorn Creek Capital Llc 4
Efficient Market Advisors, LLC 4
P Schoenfeld Asset Management Lp 4
Sensato Investors LLC 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
Hamel Associates, Inc. 4
Anderson Financial Strategies, LLC 4
Mader & Shannon Wealth Management, Inc. 4
Shayne & Co., Llc 4
Central Valley Advisors, Llc 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
Signature Financial Management, Inc. 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 4
Evernest Financial Advisors, LLC 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
Apex Capital Management 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
Keystone Financial Planning, Inc. 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
Fieldview Capital Management, LLC 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
NSGRX - Northern Funds - Northern Small Cap Core Fund 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
General American Investors Co Inc 4
Terra Nova Asset Management LLC 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
Ken Stern & Associates, Inc. 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
Morgan Dempsey Capital Management Llc 4
Saratoga Research & Investment Management 4
1248 Management, LLC 4
Centre Asset Management, LLC 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
Baltimore Capital Management, Inc 4
Century Capital Management, LLC 4
Evergreen Private Wealth LLC 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
Napier Park Global Capital (US) LP 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
Harding Loevner Lp 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Moreno Evelyn V 4
Stralem & Co Inc 4
Skylands Capital, LLC 4
Seamount Financial Group Inc 4
Alteri Wealth LLC 4
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 4
Advantage Trust Co 4
Sculati Wealth Management, LLC 4
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 4
Silver Lake Advisory, LLC 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 4
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 4
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 4
Cohen Lawrence B 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
SIH Partners, LLLP 4
Hugh Johnson Advisors LLC 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
M. Kraus & Co 4
Carlson Capital Management 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
Arthur M. Cohen & Associates, Llc 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
Mattern Capital Management, Llc 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
Lawson Kroeker Investment Management Inc/ne 4
Montrusco Bolton Investments Inc. 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
Berry Wealth Group, LP 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
VCI Wealth Management LLC 4
Evolution Wealth Management Inc. 4
Burns J W & Co Inc/ny 4
Israel Discount Bank of New York 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
Deane Retirement Strategies, Inc. 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
Fortress Private Ledger, Llc 4
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 4
Salient Midstream & Mlp Fund 4
Novem Group 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
Interactive Financial Advisors 4
Nixon Peabody Trust Co 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
United Fire Group Inc 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
Silver Coast Investments LLC 4
Mb, Levis & Associates, Llc 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 4
Norman Fields, Gottscho Capital Management, LLC 4
AMG Funds LLC 4
Battery Global Advisors, LLC 4
HTLF Bank 4
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
Blue Edge Capital, LLC 4
Lincoln Capital LLC 4
Cue Financial Group, Inc. 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
Knott David M 4
Broderick Brian C 4
Madison Asset Management, LLC 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Moon Capital Management, LLC 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
Profit Investment Management, LLC 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 4
Mork Capital Management, LLC 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
NovaPoint Capital, LLC 4
Laurel Grove Capital, LLC 4
Stokes & Hubbell Capital Management, LLC 4
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4
Eight 31 Financial Llc 4
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 4
Holowesko Partners Ltd. 4
Inspirion Wealth Advisors, Llc 4
Lantern Wealth Advisors, LLC 4
Hoertkorn Richard Charles 4
Bulltick Wealth Management, LLC 4
Punch & Associates Investment Management, Inc. 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
Westmount Partners, LLC 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
Peirce Capital Management, LLC 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
Bear Mountain Capital, Inc. 4
Saxony Capital Management, LLC 4
Davidson & Garrard Inc 4
R.m.sincerbeaux Capital Management Llc 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
Clarity Asset Management, Inc. 4
Keener Financial Planning LLC 4
CVAR - ETF Opportunities Trust - Cultivar ETF 4
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Harbour Trust & Investment Management Co 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
Community Bank of Raymore 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
Kuhn & Co Investment Counsel 4
Traveka Wealth, LLC 4
Catawba Capital Management /va 4
Foyston, Gordon, & Payne Inc 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
Independent Investors Inc 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Lewis Asset Management, LLC 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Cedrus LLC 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
Precedent Wealth Partners, Llc 4
Aberdeen Wealth Management LLC 4
Oracle Alpha Inc. 4
Secured Retirement Advisors, Llc 4
Cambridge Advisors Inc. 4
Altavista Wealth Management, Inc. 4
Waterway Wealth Management, LLC 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Panning Capital Management, LP 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Gallagher Fiduciary Advisors, LLC 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
Endowment Wealth Management, Inc. 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
Claar Advisors LLC 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
Blue Barn Wealth, LLC 3
Gruber & Mcbaine Capital Management Llc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
Polymer Capital Management (US) LLC 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 3
Vantage Financial Partners, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
Vega Energy Gp, Llc 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Bernard Wealth Management Corp. 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Founders Capital Management, Llc 3
Highview Capital Management LLC/DE/ 3
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 3
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
Disciplined Growth Investors Inc /mn 3
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 3
Blue Ridge Capital, L.L.C. 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
Liberty Square Wealth Partners Llc 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
Lantz Financial LLC 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
Cardinal Point Capital Management, ULC 3
Stellar Capital Management, LLC 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
Axiom Financial Strategies, LLC 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
Providence First Trust Co 3
Elm Advisors, Llc 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
JDM Financial Group LLC 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
Berkshire Bank 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
SkyTop Capital Management LLC 3
Align Wealth Management, LLC 3
Mkd Wealth Coaches, Llc 3
Fir Tree Capital Management Lp 3
Shelton Wealth Management, Llc 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
Magnolia Capital Management Ltd 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
Sterling Investment Counsel, LLC 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
Hikari Tsushin, Inc. 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
Invesco Dynamic Credit Opportunities Fund 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
Miller Investment Management, LP 3
Bft Financial Group, Llc 3
Carleon Capital Partners LLC 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 3
Promus Capital, LLC 3
Massachusetts Mutual Life Insurance Co 3
Eagle Capital Management Llc 3
Parkshore Wealth Management, Inc. 3
Mustard Seed Financial, LLC 3
Global X Japan Co., Ltd. 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
Bard Associates Inc 3
C-J Advisory, Inc. 3
Markel Corp 3
Eukles Asset Management 3
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 3
Charles Stewart Mott Foundation 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
Alpine Associates Management Inc. 3
ClearAlpha Technologies LP 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
Brookfield BHS Advisors LLC 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 3
blooom, inc. 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
Hickory Point Bank & Trust 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
Persium Advisors, LLC 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
Bridgewater Wealth & Financial Management, LLC 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
Redwood Park Advisors LLC 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
Northstar Asset Management Llc 3
Family Legacy Financial Solutions, LLC 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
Sonata Capital Group Inc 3
Moseley Investment Management Inc 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
Gordian Capital Singapore Pte Ltd 3
RQSI Ltd 3
Maiden Cove Capital, LLC 3
Conestoga Capital Advisors, LLC 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
Wulff, Hansen & Co. 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
CGMFX - CGM TRUST - CGM Focus Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
Brandywine Trust Co 3
Trail Ridge Investment Advisors, LLC 3
Context Capital Funds 3
Rock Point Advisors, LLC 3
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 3
Gantzert Investment Co Llc /adv 3
Mason Capital Management Llc 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
Fifth Lane Capital, Lp 3
Index Fund Advisors, Inc. 3
Managed High Yield Plus Fund Inc 3
Marion Wealth Management 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
aeris Capital Holding GmbH 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
St. Louis Trust Co 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
Southpoint Capital Advisors LP 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 3
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
First County Bank /CT/ 3
Chesapeake Capital Corp /il/ 3
Bill & Melinda Gates Foundation Trust 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
Sentinus, LLC 3
Fiduciary Financial Group, Llc 3
FT Vest Hedged Equity Income Fund: Series B1 3
Polygon Management Ltd. 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
Morgan Stanley Income Securities Inc 3
Alhambra Investment Partners LLC 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
Stonehearth Capital Management, LLC 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
SVPIX - Profunds - Small-cap Value Profund Investor Class 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
Alpha Square Group S, LLC 3
Financial Planners of Cleveland, Inc. 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
Franklin Templeton Variable Insurance Products Trust - Franklin U.s. Government Securities Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Pettinga Financial Advisors, LLC 3
Rockwood Wealth Management, LLC 3
Arbor Investment Advisors, LLC 3
Fondren Management LP 3
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 3
Linden Advisors Lp 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Nicholson Wealth Management Group, LLC 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
NJTFX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New Jersey Tax-Free Bond Fund 3
Emerald Advisors, LLC 3
Beacon Pointe Wealth Advisors, Llc 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
Tweedy, Browne Co LLC 3
Ag2r La Mondiale Gestion D'actifs 3
Johnson & White Wealth Management, LLC 3
P.a.w. Capital Corp 3
Coign Capital Advisors LLC 3
MDE Group 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
Continental Investors Services, Inc. 3
Soundwatch Capital LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
Drexel Morgan & Co. 3
Grace & White Inc /ny 3
Home Federal Bank Of Tennessee 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Skaana Management L.P. 3
Sender Co & Partners, Inc. 3
Delphi Financial Group, Inc. 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
Hixon Zuercher, LLC 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
Sage Investment Counsel LLC 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
Taylor, Cottrill LLC 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
FT Vest Total Return Income Fund: Series A3 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
First Trust New Opportunities Mlp & Energy Fund 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
KKR Credit Opportunities Portfolio 3
Summit Wealth & Retirement Planning, Inc. 3
Lederer & Associates Investment Counsel/ca 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 3
Goldman Sachs Mlp Income Opportunities Fund 3
Fairvoy Private Wealth, LLC 3
Regis Management CO LLC 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
Strive Asset Management, LLC 3
Pacific Point Advisors, LLC 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
Acadia Trust Na 3
NFP Retirement, Inc. 3
Howard Capital Management 3
James J. Burns & Company, LLC 3
Sage Capital Management, LLC 3
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 3
Valueworks Llc 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
Foothills Asset Management, Ltd. 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
Clearline Capital LP 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
Detalus Advisors, LLC 3
Oregon Pacific Wealth Management, LLC 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
Partners Wealth Management, Llc 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
G2 Capital Management, Llc / Oh 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
Otter Creek Advisors, LLC 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 3
Doman Group, LLC 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
Diamond Hill Capital Management Inc 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
Summit Place Financial Advisors, LLC 3
FLC Capital Advisors 3
Texas Bank & Trust Co 3
HFG Advisors, Inc. 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Fs Energy Total Return Fund 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
Dougherty Wealth Advisers LLC 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
NOIGX - Northern Funds - Northern International Equity Fund 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
Sarver Vrooman Wealth Advisors 3
Oak Associates Ltd /oh/ 3
Old Mission Capital, Llc 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
Safe Harbor Fiduciary, LLC 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
Compass Capital Management, Inc 3
Post Resch Tallon Group Inc. 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
Tortoise Pipeline & Energy Fund, Inc. 3
Madison Scottsdale, LC 3
Axim Planning & Wealth 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
Castle Creek Arbitrage, LLC 3
EUROX - US GLOBAL INVESTORS FUNDS - Emerging Europe Fund 3
Caliber Wealth Management, LLC / KS 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
Oaktree Funds 3
White Wing Wealth Management 3
Washburn Capital Management, Inc. 3
Redwood Investments, LLC 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
Strategic Advocates LLC 3
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
Matrix Private Capital Group Llc 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
Independent Wealth Network Inc. 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
Mcrae Capital Management Inc 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
Long Run Wealth Advisors, LLC 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
Knott David M Jr 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
Jmac Enterprises Llc 3
Xtx Markets Llc 3
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 3
waypoint wealth counsel 3
Horizon Wealth Management, LLC 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
Meridian Management Co 3
Aurdan Capital Management, LLC 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
Fortune Financial Advisors, LLC 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Croft Funds Corp 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
Raub Brock Capital Management LP 3
Brass Tax Wealth Management, Inc 3
Lincoln Capital Corp 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
Heritage Family Offices, LLP 3
Compass Ion Advisors, LLC 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
Boomfish Wealth Group, LLC 3
Investment Management Corp /va/ /adv 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
Kynikos Associates LP 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
First Citizens Financial Corp 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
Glovista Investments LLC 3
S.E.E.D. Planning Group LLC 3
Disciplined Equity Management, Inc. 3
IFC Advisors LLC 3
Marshall Investment Management, Llc 3
Bruce & Co., Inc. 3
Seven Mile Advisory 3
Kassirer Asset Management Corp 3
Hancock Whitney Investment Services Inc. 3
Fox Hill Wealth Management 3
Kiely Wealth Advisory Group, Inc. 3
Paragon Private Wealth Management, LLC 3
FS Series Trust - FS Real Asset Fund Class A 3
Allied Investment Advisors, LLC 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
Kerrisdale Advisers, LLC 3
Kkr Income Opportunities Fund 3
KKM Financial LLC 3
Martin & Co Inc /tn/ 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
Traverso Chambers Private Wealth Management, LLC 3
Insight Wealth Strategies, LLC 3
Telemus Investment Management, LLC 3
Omni Partners Llp 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 3
Compass Planning Associates Inc 3
Sargent Investment Group, LLC 3
Sphinx Trading, Lp 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
Cliffwater Corporate Lending Fund 3
Monashee Investment Management LLC 3
PFM Health Sciences, LP 3
Apexium Financial, Lp 3
Symons Capital Management Inc 3
Rice Hall James & Associates, Llc 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
Advyzon Investment Management, LLC 3
Huber Financial Advisors, Llc 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
Charles Schwab Investment Advisory, Inc. 3
Northstar Investment Advisors Llc 3
Ensemble Capital Management, LLC 3
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 3
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 3
Croft-leominster Inc 3
Philadelphia International Advisors Lp 3
NWK Group, Inc. 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
BlackRock ESG Capital Allocation Trust 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
TKG Advisors, LLC 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
Sandell Investment Services LLC 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
Diversified Investment Strategies, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
Stack Financial Management, Inc 3
Ambs Investment Counsel Llc 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
David R. Rahn & Associates Inc. 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Second Half Financial Partners, LLC 3
Pimco Global Stocksplus & Income Fund 3
Bingham Osborn & Scarborough Llc 3
Red Granite Advisors LLC 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
Taurus Asset Management, Llc 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Advisors Management Group Inc /adv 3
WealthBridge Investment Counsel Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
Delaney Dennis R 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
Cleary Gull Inc. 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
Guardian Financial Partners, LLC 3
Harmony Asset Management Llc 3
James Reed Financial Services, Inc. 3
Fairfax Financial Holdings Ltd/ Can 3
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
Clarendon Private LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 3
Nadler Financial Group, Inc. 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
OMNI 360 Wealth, Inc. 3
Atlantic Private Wealth, LLC 3
Seaport Global Advisors, LLC 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
Kempner Capital Management Inc. 3
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
Compton Wealth Advisory Group, LLC 3
Morton Capital Management LLC/CA 3
Pacific Wealth Strategies Group, Inc. 3
Virginia Wealth Management Group, Inc. 3
Stumpf Capital Management LLC 3
Guardian Investment Management 3
Lathrop Investment Management Corp 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
Values First Advisors, Inc. 3
Aufman Associates Inc 3
Theory Financial Llc 3
Whelan Financial 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
Rbo & Co Llc 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
Wolff Financial Management Llc 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
Andromeda Capital LLC 3
Symphony Financial Services, Inc. 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
Blue Rock Wealth Management LLC 3
Pimco Strategic Income Fund, Inc 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
Amiya Capital LLP 3
Walkner Condon Financial Advisors LLC 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
Eudaimonia Advisors Llc 3
Pensionfund Sabic 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
Brinton Eaton, Llc 3
Heritage Oak Wealth Advisors Llc 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
Tnf Llc 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
Bromfield Sneider Wealth Advisors 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
Awm Capital, Llc 3
VPR Management LLC 3
Genesis Private Wealth, Llc 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
Polaris Capital Management, LLC 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
Seamans Capital Management, LLC 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
Dravo Bay Llc 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Elyxium Wealth, LLC 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Lake Hills Wealth Management, LLC 3
Wealthspan Partners, Llc 3
Equity Investment Corp/ga 3
Epiphany Funds 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
Spinnaker Investment Group, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
Unified Trust Company, N.A. 3
Fogel Capital Management, Inc. 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
Xcel Wealth Management, LLC 3
Cambridge Financial Group, Inc. 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
IFG Advisors, LLC 3
Kopp Investment Advisors Llc 3
Genesee Capital Advisors, LLC 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
Cooksen Wealth, LLC 3
Partnership Wealth Management, LLC 3
Guggenheim Taxable Municipal Managed Duration Trust 3
PANTHERA INVESTMENT GmbH 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
Intelligence Driven Advisers, LLC 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
Winmill & Co. Inc 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
Summa Corp. 3
Knollwood Investment Advisory, LLC 3
Agp Franklin, Llc 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 3
Third Security, LLC 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
Morgan Stanley Emerging Markets Fund Inc 3
Eagle Bluffs Wealth Management LLC 3
Breed's Hill Capital LLC 3
Oppenheimer Emerging Markets Local Debt Fund 3
Aurora Investment Counsel 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
Longview Financial Advisors LLC 3
Dixon Mitchell Investment Counsel Inc. 3
American Capital Management Inc 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
Lfs Asset Management 3
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 3
Smith, Graham & Co., Investment Advisors, LP 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
Laidlaw Group, LLC 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
Columbia Capital Llc 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
Newday Solutions, Llc 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Grandeur Peak Global Advisors, LLC 3
Fidelity Newbury Street Trust 3
Abner Herrman & Brock Llc 3
Birch Capital Management, LLC 3
LifeWealth Investments, LLC 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
Mizuho Markets Cayman LP 3
Papamarkou Wellner Asset Management inc. 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
Ullmann Financial Group, Inc. 3
WJ Interests, LLC 3
M.e. Allison & Co., Inc. 3
W Advisors, Llc 3
Tufton Capital Management 3
Milestone Advisory Partners 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
Perimeter Capital Partners, LLC 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
Abbrea Capital, LLC 3
Insight Folios Inc 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
Mhi Funds, Llc 3
PagnatoKarp Partners LLC 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
Coastwise Capital Group, LLC 3
Vision Capital Management, Inc. 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
Cortland Associates Inc/mo 3
Hancock Prospecting Pty Ltd 3
PVG Asset Management 3
Hubbell Strickland Wealth Management, LLC 3
Ariston Services Group 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
Putnam High Yield Trust 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
Seascape Capital Management 3
Grayhawk Investment Strategies Inc. 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
Acorn Financial Advisory Services Inc /adv 3
Smithbridge Asset Management Inc/de 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
Riversedge Advisors, Llc 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 3
Ames National Corp 3
Ibex Investors LLC 3
Balanced Wealth Group Llc 3
KerberRose Wealth Management, LLC 3
American Asset Management Inc. 3
Washington Capital Management Inc 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
First Trust Mlp & Energy Income Fund 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
S.a.c. Global Investors, Llp 3
Stuyvesant Capital Management 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
Bingham Private Wealth, Llc 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
Reynolds Capital Management Llc 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
Spearhead Capital Advisors, Llc 3
O'ROURKE & COMPANY, Inc 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
Accent Capital Management, LLC 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Aft, Forsyth & Sober, LLC 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Drake & Associates, LLC 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Prosperity Wealth Management, Inc. 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
Exchange Bank 3
John W. Brooker & Co., CPAs 3
WoodTrust Financial Corp 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
Bmi Capital Corp 3
CFC Planning Co LLC 3
Hidden Cove Wealth Management, LLC 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
Youngs Advisory Group, Inc. 3
Horst & Graben Wealth Management LLC 3
Spdr S&p Midcap 400 Etf Trust 3
Investment Management Of Virginia Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
Rubric Capital Management LP 3
Socratic Fund Management, L.P. 3
Solutions 4 Wealth, Ltd 3
Edmond De Rothschild Asset Management (luxembourg) 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
Matisse Capital 3
M3 Advisory Group, LLC 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
Domani Wealth, LLC 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
GenWealth Group, Inc. 3
Nuveen Municipal Credit Income Fund 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
Pope Asset Management, Llc 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
Hyperion Capital Advisors LP 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
Sabby Management, Llc 3
Heathbridge Capital Management Ltd. 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
SpringVest Wealth Management LLC 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
Frisch Financial Group, Inc. 3
Global Strategic Investment Solutions, LLC 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
Anderson Hoagland & Co 3
Nuveen Amt-free Quality Municipal Income Fund 3
Wealthquest Corp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
Savoie Capital LLC 3
Evelyn Partners Investment Management Services Ltd 3
Hightower 6M Holding, LLC 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Wilson, Kemp & Associates, Inc. 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
Juncture Wealth Strategies, Llc 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
Mendel Capital Management LLC 3
Investment Counsel Inc. 3
Advent/claymore Enhanced Growth & Income Fund 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Bonness Enterprises Inc 3
First Trust Energy Income & Growth Fund 3
Salem Capital Management Inc 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Dalton Investments LLC 3
Monolith Advisors 3
Mfs Intermarket Income Trust I 3
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
Pettee Investors, Inc. 3
Guidance Point Advisors, LLC 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Nwi Management Lp 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Financial Strategies Group, Inc. 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
Tallon Kerry Patrick 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
Ignis Investment Services Ltd 3
Solus Alternative Asset Management LP 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
Sollinda Capital Management LLC 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
Baker Boyer National Bank 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
V2 Capital, LLC 3
Fenimore Asset Management Inc 3
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 3
Oak Point Wealth Management 3
Middleton & Co Inc/ma 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
Adamsbrown Wealth Consultants Llc 3
REDW Wealth LLC 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
Madison Park Capital Advisors, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
ACR Alpine Capital Research, LLC 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 3
Westwood Management Corp /il/ 3
Somerset Group LLC 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
Flywheel Private Wealth LLC 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
Gimbal Financial 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
InvesTrust 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
Wealth Advisors of Iowa, LLC 3
Putnam Managed Municipal Income Trust 3
BlueChip Wealth Advisors LLC 3
Mosley Wealth Management 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3
Swarthmore Group Inc 3
New South Capital Management Inc 3
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 3
VCCEX - VALIC Co I - Core Equity Fund 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
Heritage Way Advisors, LLC 3
New World Advisors LLC 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
Fairbanks Capital Management, Inc. 3
Client 1st Advisory Group, Llc 3
Madrona Financial Services, LLC 3
Kahn Brothers Group Inc /de/ 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
VCSMX - VALIC Co I - Small Cap Fund 3
Riverstone Advisors, LLC 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Roanoke Asset Management Corp/ Ny 3
Capasso Planning Partners LLC 3
Proathlete Wealth Management Llc 3
Outfitter Advisors, Ltd. 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
Thompson Rubinstein Investment Management Inc /or/ 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Sunflower Bank, N.A. 3
Wealthcare Capital Partners, LLC 3
Tricadia Capital Management, LLC 3
Macnealy Hoover Investment Management Inc 3
GLOBALT Investments LLC / GA 3
Retirement Design & Management Inc /adv 3
Inherent Group, Lp 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
Lsp Investment Advisors, Llc 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
Dividend Builder Portfolio 3
FT Vest Hedged Equity Income Fund: Series A2 3
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
Alpha Financial Partners, LLC 3
Granite Point Capital Management, L.P. 3
KADENSA CAPITAL Ltd 3
American Money Management, LLC 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
Price Michael F 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
Dfa Investment Trust Co - The Continental Small Company Series 3
Bolton Lp 3
Florence Capital Advisors, LLC 3
Future Fund LLC 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
Massachusetts Wealth Management 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
FT Vest Total Return Income Fund: Series A4 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 3
BlackDiamond Wealth Management Inc. 3
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 3
Slow Capital, Inc. 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 3
Probabilities Fund Management, LLC 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
C.V. Starr & Co., Inc. Trust 3
FT Vest Hedged Equity Income Fund: Series A3 3
Alliance Wealth Advisors, LLC 3
Firethorn Wealth Partners, Llc 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
New Potomac Partners, LLC 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
Hedges Asset Management LLC 3
Oakland Financial Corp 3
Talbot Financial, LLC 3
Twin Lakes Capital Management, LLC 3
Ellenbecker Investment Group 3
St. Louis Financial Planners Asset Management, LLC 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
Pimco High Income Fund 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
Seven Springs Wealth Group, LLC 3
Wills Financial Group, Inc. 3
Constant Guidance Financial LLC 3
Altman Advisors, Inc. 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
Tranquilli Financial Advisor LLC 3
Twin City Private Wealth, Llc 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
PICTET BANK & TRUST Ltd 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
Smart Money Group LLC 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
Davis Selected Advisers 3
Blockhouse Capital Management Lp 3
Boulder Wealth Advisors, LLC 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
Windsor Financial Group Llc 3
Foronjy Financial Llc 3
Bouchey Financial Group Ltd 3
MassMutual Access Pine Point Fund 3
EMC Capital Management 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Amida Capital Management II, LLC 3
Purus Wealth Management, LLC 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
Brigade Capital Management, Lp 3
Etesian Wealth Advisors, Inc. 3
Kerntke Otto McGlone Wealth Management Group 3
Matrix Asset Advisors Inc/ny 3
Wela Strategies, Inc. 3
Retirement Investment Advisors, Inc. 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
ACT Capital Management, LLLP 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
Fusion Capital, LLC 3
PKS Advisory Services, LLC 3
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
Palisades Hudson Asset Management, L.P. 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
Palisades Investment Partners, LLC 3
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 3
Round Rock Advisors, LLC 3
Nicholas Company, Inc. 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
Newport Wealth Strategies, Inc. 3
Hudson Value Partners, LLC 3
Elm3 Financial Group, LLC 3
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 3
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
Aspetuck Financial Management LLC 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
Vance Wealth, Inc. 3
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
Aletheian Wealth Advisors LLC 3
NEIRG Wealth Management, LLC 3
Rs Crum Inc. 3
Lazard Freres Gestion S.A.S. 3
Urban Wealth Management, LLC 3
Principled Equity Market Fund 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
Citizens & Northern Corp 3
Alpha Family Trust 3
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 3
FT Vest Total Return Income Fund: Series A2 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 3
Diameter Capital Partners LP 3
Titus Wealth Management 3
Anandar Capital Management LP 3
Slocum, Gordon & Co LLP 3
Avenir Corp 3
Guardian Partners Inc. 3
Scharf Investments, Llc 3
Arbor Capital Management Inc /adv 3
Invesco Bldrs Index Funds Trust 3
Builder Investment Group Inc /adv 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
Innovis Asset Management Llc 3
ROSS\JOHNSON & Associates LLC 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
Kure Advisory, LLC 3
Coulter & Justus Financial Services, LLC 3
Bank Pictet & Cie (asia) Ltd 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
Lesa Sroufe & Co 3
Perkins Capital Management Inc 3
Oppenheimer & Close, LLC 3
WNY Asset Management, LLC 3
FICJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free California II Fund Institutional Class 3
MAS Advisors LLC 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
Rench Wealth Management, Inc. 3
Gabelli Convertible & Income Securities Fund Inc 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
Owl Creek Asset Management, L.P. 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
Udine Wealth Management, Inc. 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
Tower Wealth Partners, Inc. 3
Independent Family Office, LLC 3
Aquila Investment Management LLC 3
Onyx Bridge Wealth Group LLC 3
Seven Bridges Advisors LLC 3
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
RW Investment Management LLC 3
Jackson Thornton Asset Management, Llc 3
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 3
Q3 Asset Management 3
Renaissance Investment Consultants Holding Company, Llc 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
Northcape Wealth Management, Llc 3
Vigilare Wealth Management 3
Ariadne Wealth Management, LP 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
Blackrock Master Llc 3
Madison Wealth Management 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
Pimco Corporate & Income Opportunity Fund 3
Fcm Investments/tx 3
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 3
Alua Capital Management LP 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
Source Financial Advisors LLC 3
Castellan Group, LLC 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
Dover Advisors, Llc 3
Rebalance, Llc 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
NCP Inc. 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
Legato Capital Management LLC 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
Pimco Corporate & Income Strategy Fund 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
Moment Partners, LLC 3
Facet Wealth, Inc. 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
Phillips Wealth Planners LLC 3
Red Cedar Capital, LLC 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 3
Broadway Wealth Solutions, Inc. 3
Kensington Investment Counsel, LLC 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
Capital Group Investment Management Pte. Ltd. 3
Excelsia, Inc. 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
Left Brain Wealth Management, LLC 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
Temasek Holdings (Private) Ltd 3
Hutchens & Kramer Investment Management Group, LLC 3
Tudor Financial Inc. 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
Bullseye Investment Management, LLC 3
Stokes Capital Advisors, LLC 3
First Trust Dynamic Europe Equity Income Fund 3
Consultiva Wealth Management, Corp. 3
Alden Global Capital LLC 3
Titan Global Capital Management Usa Llc 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
Canvas Wealth Advisors, LLC 3
Sterling Investment Management, Inc. 3
Intellus Advisors LLC 3
Qualcomm Inc/de 3
Strongvest Etf Trust 3
Qvr Llc 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
Evergreen Wealth Management, LLC 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 3
Finer Wealth Management, Inc. 3
Pictet & Cie (Europe) SA 3
Heritage Investment Group, Inc. 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
Forefront Wealth Management Inc. 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
LionEye Capital Management LLC 3
Forbes J M & Co Llp 3
Comprehensive Financial Planning, Inc./PA 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
Nixon Capital, LLC 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Argyle Capital Partners, LLC 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
Retireful, LLC 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
Dudley Capital Management, Llc 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
Mosaic Family Wealth Partners, Llc 3
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
Madison Wealth Partners, Inc 3
Banta Asset Management Lp 3
Saba Capital Management, L.P. 3
Master's Wealth Management Inc. 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
Unio Capital LLC 3
Curated Wealth Partners LLC 3
Paradigm, Strategies in Wealth Management, LLC 3
Rheos Capital Works Inc. 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
Vector Wealth Management, Llc 3
Polar Capital Holdings Plc 3
ATLANTIC INVESTMENT Co 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Oppenheimer Rochester California Municipal Fund 3
Mirabaud & Cie SA 3
Wells Trecaso Financial Group, LLC 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
Navalign, LLC 3
Myriad Asset Management Ltd. 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
Dixon Fnancial Services, Inc. 3
Royal Harbor Partners, LLC 3
Martin Capital Partners, LLC 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
James Hambro & Partners 3
Bessemer Securities Llc 3
BCS Wealth Management 3
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3
CGOV Asset Management 3
Oak Asset Management, LLC 3
Bradley & Co. Private Wealth Management, LLC 3
Peak Retirement Planning, Inc. 3
Wellington Wealth Strategies, LLC. 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
Corsair Opportunity Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
PBMares Wealth Management LLC 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
Sandbox Financial Partners, LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
Longbow Finance SA 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
KFA Private Wealth Group, LLC 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
Parthenon Llc 3
Carrera Capital Advisors 3
Long Road Investment Counsel, LLC 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
Nekton Capital Ltd. 3
Garden State Investment Advisory Services LLC 3
Asset Management Corp /il/ /adv 3
Cercano Management LLC 3
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
AAFMAA Wealth Management & Trust LLC 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
S. R. Schill & Associates 3
Warner Financial, Inc 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
Deutsche Money Market Trust 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
Northern Capital Management, Inc. 3
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
Klein Pavlis & Peasley Financial, Inc. 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
FT Vest Hedged Equity Income Fund: Series A4 3
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
JHL Capital Group LLC 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
Derby & Company, Inc 3
Bmt Investment Funds 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Monterey Private Wealth, Inc. 3
Allegiant Private Advisors, LLC 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Heritage Wealth Partners, LLC 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
International Private Wealth Advisors LLC 3
Cannon Global Investment Management, LLC 3
Uniplan Investment Counsel, Inc. 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
Marotta Asset Management 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
Grand Central Investment Group 3
Smith Shellnut Wilson Llc /adv 3
Luts & Greenleigh Group, Inc 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
Winthrop Advisory Group LLC 3
Advanced Asset Management Advisors Inc 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
FT Vest Total Return Income Fund: Series B1 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
SeaStone Capital Management, L.P. 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Scoria Capital Partners LP 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
Aldebaran Capital, Llc 3
Bluesphere Advisors, LLC 3
Blackrock Munivest Fund, Inc. 3
True Capital Management 3
Foresight Capital Management Advisors, Inc. 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
Relative Value Partners, LLC 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
Fountainhead AM, LLC 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
Collective Family Office Llc 3
Lombardia Capital Partners Llc 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
Websterrogers Financial Advisors, Llc 3
Councilmark Asset Management, LLC 3
Clark Financial Services Group Inc /bd 3
New Vernon Investment Management Llc 3
Hartford Funds Management Co LLC 3
Curio Wealth, Llc 3
Fi3 FINANCIAL ADVISORS, LLC 3
Brookfield Real Assets Income Fund Inc. 3
Fpc Investment Advisory, Inc. 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
Acorn Advisory Capital L.p. 3
Oakwell Private Wealth Management, LLC 3
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 3
Oberweis Asset Management Inc/ 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
Foresight Global Investors, Inc. 3
Rempart Asset Management Inc. 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 3
Fermata Advisors, LLC 3
Ridgecrest Wealth Partners, Llc 3
Eton Park Capital Management, L.P. 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
Fulton Breakefield Broenniman Llc 3
DDD Partners, LLC 3
Lodestone Wealth Management LLC 3
Kathleen S. Wright Associates Inc. 3
CBOE Vest Financial, LLC 3
Gifford Fong Associates 3
Nikulski Financial, Inc. 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 3
HRS Investment Holdings, LLC 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 3
Ellerson Group Inc /adv 3
Tran Capital Management, L.p. 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
Resource Consulting Group Inc 3
Ycg, Llc 3
Barnes Pettey Financial Advisors, Llc 3
Potomac Capital Management, Inc. 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
Rfg Holdings, Inc. 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
Castle Rock Wealth Management, LLC 3
Connolly Sarah T. 3
PCG Wealth Advisors, LLC 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
Financial & Tax Architects, LLC 3
Arrowgrass Capital Partners Llp 3
Laurel Wealth Planning LLC 3
Campbell Capital Management Inc 3
Lumature Wealth Partners, LLC 3
TCW ETF Trust - TCW Flexible Income ETF 3
Midwest Financial Group LLC 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
Brightline Capital Management, Llc 3
Rice Partnership, LLC 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Alta Wealth Advisors LLC 3
Planning Alternatives Ltd /adv 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
Raelipskie Partnership 3
BT Wealth Management LLC 3
Maridea Wealth Management LLC 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
Wealth Advisors of Tampa Bay, LLC 3
Goepper Burkhardt LLC 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
Vivid Financial Management, Inc. 3
Amcap Fund 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
Sentinel Variable Products Trust 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
Voya Senior Income Fund 3
Financial Partners Capital Management Llc 3
Vista Wealth Management Group, LLC 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
Victory Financial Group, Llc 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
Cleary Gull Holdings Inc. 3
Beach Point Capital Management LP 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
Johnson Financial Group, LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Lynch Asset Management, Inc. 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
ROI Financial Advisors, LLC 3
Aberdeen Global Select Opportunities Fund Inc. 3
Financial Avengers, Inc. 3
Keystone Financial Services 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
Northwest Capital Management Inc 3
River Street Advisors LLC 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 3
Nova R Wealth, Inc. 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
Cairn Investment Group, Inc. 3
Bordeaux Wealth Advisors LLC 3
Davy Global Fund Management Ltd 3
DIP - ETF Series Solutions - BTD Capital Fund 3
OneAscent Family Office, LLC 3
Stewardship Financial Advisors, LLC 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Mpi Investment Management, Inc. 3
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 3
GCAL - Goldman Sachs ETF Trust - Goldman Sachs Dynamic California Municipal Income ETF 3
Wealth Management Partners, LLC 3
Bond & Devick Financial Network, Inc. 3
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 3
Collaborative Wealth Managment Inc. 3
Lockerman Financial Group, Inc. 3
Samson Rock Capital LLP 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
Commonwealth Retirement Investments LLC 3
Sunburst Financial Group, LLC 3
Pennant Capital Management, LLC 3
Madison Street Partners, LLC 3
Groupe la Francaise 3
Yacktman Asset Management Lp 3
Cooperman Leon G 3
Lgt Capital Partners Ltd. 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Blue Chip Wealth Management, Inc. 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
Riverview Capital Advisers, LLC 3
Partners in Financial Planning 3
Dock Street Asset Management Inc 3
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 3
Morgan Stanley Asia-pacific Fund, Inc. 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
Thornmark Asset Management Inc. 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
KDT Advisors, LLC 3
Johanson Financial Advisors, Inc. 3
Ategra Capital Management, LLC 3
Opera Trading Capital 3
Strata Wealth Advisors, LLC 3
Deschaine & Company, Llc 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
Fiduciary Advisors, Inc. 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
Pergamon Offshore Advisors, L.P. 3
Dreyfus Manager Funds I 3
Ayrshire Capital Management LLC 3
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 3
Concord Asset Management Llc 3
Peak Financial Advisors Llc 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
Capstone Series Fund Inc 3
Stenger Family Office, LLC 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
Reynolds Investment Management, Inc. 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
JMG Financial Group, Ltd. 3
CPA Asset Management LLC 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
Algebris (uk) Ltd 3
Flagship Private Wealth, LLC 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
Corundum Group, Inc. 3
Falcon Wealth Planning 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
Barbara Oil Co. 3
Profunds - Profund Vp Ultramid-cap 3
Profunds - Profund Vp Small-cap Value 3
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 3
Encompass More Asset Management 3
Integris Wealth Management, LLC 3
Element Wealth, LLC 3
Peachtree Investment Partners, LLC 3
HF Advisory Group, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 3
Profunds - Profund Vp Mid-cap Value 3
Vontobel Swiss Wealth Advisors AG 3
Accelerate Investment Advisors LLC 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
von Borstel & Associates, Inc. 3
Timucuan Asset Management Inc/fl 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
Aspire Growth Partners LLC 3
Peak Asset Management, LLC 3
Prospect Financial Services LLC 3
Waypoint Wealth Partners Inc. 3
Hawkins Capital L.P. 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 3
Soviero Asset Management, LP 3
Hamilton Point Investment Advisors, LLC 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
J. L. Bainbridge & Co., Inc. 3
Dash Acquisitions Inc. 3
Benson Investment Management Company, Inc. 3
First Trust Energy Infrastructure Fund 3
Glenhill Advisors Llc 3
Aspen Wealth Strategies, LLC 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
Cognios Beta Neutral Large Cap Fund, Lp 3
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 3
Winslow Asset Management Inc 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
Landmark Bank 3
Iron Financial, LLC 3
Astoria Portfolio Advisors LLC. 3
Chimera Capital Management LLC 3
Sicart Associates LLC 3
Milestone Asset Management, Llc 3
Petredis Investment Advisors Llc 3
FolioMetrix LLC 3
Halsey Associates Inc/ct 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
Yoffe Investment Management, LLC 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class 3
Stearns Financial Services Group 3
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
Lyell Wealth Management, Lp 3
Tide Point Capital Management, Lp 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
Bowman & Co S.C. 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 3
JGP Global Gestao de Recursos Ltda. 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
LeClair Wealth Partners LLC 3
CGHY - Capital Group Fixed Income ETF Trust - Capital Group High Yield Bond ETF Share class 3
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 3
Brown Shipley& Co Ltd 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Greytown Advisors Inc. 3
Morton Community Bank 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Breakwater Investment Management 3
B, B, H, & B Inc. 3
Tcfg Wealth Management, Llc 3
SRN Advisors, LLC 3
Rangeley Capital, LLC 3
Centurion Wealth Management LLC 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Adirondack Retirement Specialists, Inc. 3
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 3
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 3
Boston Research & Management Inc 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
Athena Global Investors LLC 3
IFS Advisors, LLC 3
Mainstay Definedterm Municipal Opportunities Fund 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
Terril Brothers, Inc. 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
Epacria Capital Partners, Llc 3
Promethium Advisors,llc 3
Mission Creek Capital Partners, Inc. 3
First Houston Capital, Inc. 3
Fidelity Union Street Trust Ii 3
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 3
Clear Rock Advisors, LLC 3
Ern Llc 3
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 3
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Regents Of The University Of California 3
DMG Group, LLC 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
Moller Financial Services 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
Capital Management Corp /va 3
Optima Capital Llc 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Montag & Caldwell, Llc 3
Appaloosa Management Lp 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
Kirr Marbach & Co Llc /in/ 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Alley Investment Management Company, LLC 3
Noroian Steven A & Associates Inc/ca 3
Ncm Capital Management Group Inc 3
Bmt Investment Advisors 3
Orca Wealth Management, LLC 3
Lighthouse Financial Advisors, Inc. 3
Lodestar Private Asset Management Llc 3
Madison Investment Advisors, LLC 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
Life Planning Partners, Inc 3
J.P. Marvel Investment Advisors, LLC 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
Oxinas Partners Wealth Management LLC 3
Chartwell Investment Partners/pa 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
Oaktree Capital Management Lp 3
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
Ewa, Llc 3
LCNIX - LAZARD FUNDS INC - Lazard International Equity Concentrated Portfolio Institutional Shares 3
Powell Investment Advisors, LLC 3
Evelyn Partners Asset Management Ltd 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
Cedar Hill Associates, Llc 3
Private Wealth Strategies, L.L.C. 3
Scholtz & Company, Llc 3
Copley Financial Group, Inc. 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 3
Bedell Frazier Investment Counseling, LLC 3
Seed Wealth Management, Inc. 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Tolleson Wealth Management, Inc. 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
Riverbridge Partners Llc 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Watchman Group, Inc. 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
Ulysses Management LLC 3
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 3
4wealth Advisors, Inc. 3
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 3
AIMZ Investment Advisors, LLC 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Lee Johnson Capital Management, Llc 3
Glazer Capital, Llc 3
Burling Wealth Partners, Llc 3
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 3
Fidelity Revere Street Trust 3
Nuveen Dynamic Municipal Opportunities Fund 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
TFR Capital, LLC. 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
Quantum Private Wealth, LLC 3
Blake Schutter Theil Wealth Advisors, LLC 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
Retirement Planning Group, Llc / Ny 3
20/20 Capital Management, Inc. 3
Jana Partners Llc 3
Systrade AG 3
Riversville Capital, Inc. 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
Strategic Investment Management, Llc 3
Royce Value Trust Inc 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
Adalta Capital Management LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
Edmond De Rothschild (monaco) 3
Marex Group plc 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
Invesco Senior Income Trust 3
Eagle Capital Management, LLC 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
Clare Market Investments LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
NewFocus Financial Group, LLC 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
Dean Capital Management 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Systematic Portfolios LLC 3
Summit Wealth Partners, LLC 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
HFG Wealth Management, LLC 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
Verum Partners LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 3
London Co Of Virginia 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
Boit C F David 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
S. Muoio & Co. Llc 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Beaumont Financial Partners, LLC 3
Ark & Tlk Investments, Llc 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
Partner Investment Management, L.P. 3
AFS Financial Group, LLC 3
Meriwether Wealth & Planning, LLC 3
Fortress Wealth Group, LLC 3
Breithorn Capital Management 3
Fidelity Colchester Street Trust 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
Schear Investment Advisers, LLC 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
Family Investment Center, Inc. 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
Stonebridge Capital Management Inc 3
Virginia National Bank 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
TCP Asset Management, LLC 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
Concentric Wealth Management, Llc 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
Reservoir Operations, L.P. 3