Aircraft And Parts - 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 160
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 159
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 154
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 153
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 151
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 148
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 135
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 129
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 125
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 121
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 119
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 103
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 102
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 100
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 94
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 94
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 91
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 90
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 85
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 83
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 79
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 77
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 75
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 74
MASTER BOND LLC - Master Total Return Portfolio 74
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 72
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 72
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 70
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 70
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 68
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 68
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 68
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 68
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 67
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 67
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 66
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 66
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 65
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 65
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 65
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 65
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 65
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 64
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 63
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 63
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 63
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 62
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 61
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 61
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 60
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 60
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 60
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 59
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 59
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 59
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 59
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 59
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 58
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 58
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 58
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 57
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 57
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 57
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 57
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 56
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 56
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 55
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 55
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 55
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 55
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 55
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 55
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 54
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 54
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 54
BRACX - Blackrock Allocation Target Shares - Bats Series C 54
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 53
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 53
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 52
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 52
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 52
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 52
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 52
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 52
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 51
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 51
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 51
Proequities, Inc. 50
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 50
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 49
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 49
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 48
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 48
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 48
UBS Group AG 48
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 48
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 47
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 47
Susquehanna International Group, Llp 47
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 47
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 46
Morgan Stanley 46
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 46
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 46
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 46
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 46
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 46
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 45
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 45
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 45
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 45
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 45
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 45
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 45
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 44
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 44
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 44
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 44
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 44
Millennium Management Llc 43
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 43
Tower Research Capital LLC (TRC) 43
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 43
Bank Of America Corp /de/ 43
NOBOX - Northern Funds - Northern Bond Index Fund 43
Citadel Advisors Llc 42
Jpmorgan Chase & Co 42
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 42
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 41
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 40
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 40
Deutsche Bank Ag\ 39
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 39
Royal Bank Of Canada 39
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 39
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 39
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 39
Wells Fargo & Company/mn 38
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 38
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 38
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 38
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 38
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 38
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 38
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 38
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 38
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 38
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 38
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 38
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 37
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 37
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 37
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 37
Six Circles Trust - Six Circles Credit Opportunities Fund 37
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 36
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 36
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 36
Renaissance Technologies Llc 36
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 36
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 36
Walleye Trading LLC 36
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 36
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 36
Walleye Capital LLC 36
Goldman Sachs Group Inc 35
Barclays Plc 35
Jane Street Group, Llc 35
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 35
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 35
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 35
Citigroup Inc 35
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 35
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 35
Virtu Financial LLC 35
Advisor Group Holdings, Inc. 35
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 35
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 34
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 34
Pnc Financial Services Group, Inc. 34
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 34
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 34
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 34
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 34
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 34
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 34
Six Circles Trust - Six Circles Global Bond Fund 33
Hrt Financial Lp 33
D. E. Shaw & Co., Inc. 33
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 33
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 33
GGBFX - GuideStone Funds - Global Bond Fund Investor 33
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 33
BlackRock, Inc. 33
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 33
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 33
Boothbay Fund Management, Llc 33
IFP Advisors, Inc 33
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 32
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 32
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 32
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 32
Invesco Bond Fund 32
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 32
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 32
Blackrock Core Bond Trust 32
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 32
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 32
State Street Corp 32
Pacer Advisors, Inc. 32
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 32
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 32
Northern Trust Corp 32
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 32
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 32
Captrust Financial Advisors 32
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 32
Geode Capital Management, Llc 32
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 32
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 32
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 31
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 31
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 31
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 31
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 31
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 31
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 31
Two Sigma Investments, Lp 31
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 31
Marshall Wace, Llp 31
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 31
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 31
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 31
Bnp Paribas Arbitrage, Sa 31
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 31
Verition Fund Management LLC 31
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 31
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 30
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 30
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 30
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 30
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 30
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 30
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 30
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 30
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 30
Bank Of Montreal /can/ 30
Invesco Ltd. 30
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 30
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 30
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 30
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 30
Vanguard Group Inc 30
Prelude Capital Management, Llc 30
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 30
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 30
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 30
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 30
Manufacturers Life Insurance Company, The 30
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 30
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 30
BlackRock Credit Strategies Fund 30
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 30
Blackrock Multi-sector Income Trust 29
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 29
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 29
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 29
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 29
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 29
Wolverine Asset Management Llc 29
Wolverine Trading, Llc 29
Fmr Llc 29
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 29
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 28
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 28
Pimco Corporate & Income Opportunity Fund 28
AHIVX - American Century Investment Trust - High Income Fund Investor Class 28
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 28
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 28
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 28
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 28
Creative Planning 28
Acadian Asset Management Llc 28
Blackrock Debt Strategies Fund, Inc. 28
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 28
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 28
Us Bancorp \de\ 28
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 28
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 28
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 28
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 28
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 28
Ameriprise Financial Inc 28
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 28
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 28
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 28
Bank of New York Mellon Corp 28
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 27
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 27
Blackrock Corporate High Yield Fund, Inc. 27
Blackrock Ltd Duration Income Trust 27
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 27
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 27
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 27
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 27
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 27
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 27
XTX Topco Ltd 27
Blackrock Credit Allocation Income Trust 27
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 27
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 27
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 27
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 27
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 27
Paloma Partners Management Co 27
Credit Suisse Ag/ 27
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 27
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 27
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 27
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 27
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 27
Gsa Capital Partners Llp 27
Simplex Trading, Llc 27
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 27
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 27
Qube Research & Technologies Ltd 26
Highbridge Capital Management Llc 26
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 26
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 26
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 26
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 26
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 26
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 26
Hudson Bay Capital Management LP 26
American International Group, Inc. 26
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 26
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 26
Group One Trading, L.p. 26
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 26
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 26
Advisory Services Network, LLC 26
Raymond James Financial Inc 26
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 26
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 26
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 26
Cwm, Llc 26
Rhumbline Advisers 26
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 26
Cutler Group LP 26
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 26
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 26
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 26
Schonfeld Strategic Advisors LLC 26
Alliancebernstein Global High Income Fund Inc 26
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 26
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 26
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 26
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 26
Russell Investments Group, Ltd. 25
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 25
New York State Common Retirement Fund 25
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 25
Eaton Vance Ltd Duration Income Fund 25
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 25
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 25
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 25
GWM Advisors LLC 25
Squarepoint Ops LLC 25
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 25
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 25
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 25
GIMFX - GMO TRUST - GMO Implementation Fund 25
LMR Partners LLP 25
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 25
Ubs Ag 25
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 25
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 25
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 25
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 25
Two Sigma Securities, Llc 25
Victory Capital Management Inc 25
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 25
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 25
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 25
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 25
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 25
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 25
California Public Employees Retirement System 24
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 24
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 24
Voya Investment Management Llc 24
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 24
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 24
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 24
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 24
Northwestern Mutual Wealth Management Co 24
SBI Securities Co., Ltd. 24
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 24
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 24
Cubist Systematic Strategies, LLC 24
STFBX - Advisers Investment Trust - State Farm Balanced Fund 24
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 24
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 24
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 24
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 24
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 24
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 24
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 24
Price T Rowe Associates Inc /md/ 24
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 24
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 24
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 24
LPL Financial LLC 24
Stifel Financial Corp 24
Nuveen Asset Management, LLC 24
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 24
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 24
Point72 Asset Management, L.P. 24
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 24
Dimensional Fund Advisors Lp 24
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 24
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 24
Ubs Asset Management Americas Inc 24
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 24
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 23
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 23
Engineers Gate Manager LP 23
Charles Schwab Investment Management Inc 23
California State Teachers Retirement System 23
Polar Asset Management Partners Inc. 23
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 23
Fifth Third Bancorp 23
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 23
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 23
Spire Wealth Management 23
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 23
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 23
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 23
Parametric Portfolio Associates Llc 23
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 23
Legal & General Group Plc 23
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 23
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 23
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 23
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 23
Parallax Volatility Advisers, L.P. 23
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 23
Rockefeller Capital Management L.P. 23
SG Americas Securities, LLC 23
Panagora Asset Management Inc 23
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 23
Lazard Asset Management Llc 23
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 23
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 23
Glenmede Trust Co Na 23
JNL SERIES TRUST - JNL Bond Index Fund (I) 23
Two Sigma Advisers, Lp 23
Ladenburg Thalmann Financial Services Inc 23
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 23
BlackRock Fund Advisors 22
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 22
Allworth Financial LP 22
Signaturefd, Llc 22
Metropolitan Life Insurance Co/ny 22
PDT Partners, LLC 22
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 22
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 22
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 22
Jones Financial Companies Lllp 22
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 22
TRANSAMERICA FUNDS - Transamerica Core Bond I2 22
Quadrant Capital Group Llc 22
Alpine Global Management, LLC 22
Sei Investments Co 22
Nomura Holdings Inc 22
National Bank Of Canada /fi/ 22
Ancora Advisors, LLC 22
NEXT Financial Group, Inc 22
BlackRock Investment Management, LLC 22
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 22
BlackRock ETF Trust II - BlackRock Total Return ETF 22
Wellington Management Group Llp 22
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 22
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 22
Comerica Bank 22
Strs Ohio 22
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 22
Principal Funds Inc 22
Tudor Investment Corp Et Al 22
Jump Financial, LLC 22
Aqr Capital Management Llc 22
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 22
Oxford Asset Management Llp 22
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 22
Alliancebernstein L.p. 22
Vanguard Index Funds 22
Dynamic Technology Lab Private Ltd 22
Parallel Advisors, LLC 22
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 22
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 22
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 22
ExodusPoint Capital Management, LP 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 22
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 22
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 22
HighTower Advisors, LLC 22
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 22
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 22
Amalgamated Bank 22
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 21
Nationwide Fund Advisors 21
Trexquant Investment LP 21
Aperio Group, LLC 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 21
State Board Of Administration Of Florida Retirement System 21
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 21
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 21
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 21
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 21
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 21
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 21
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 21
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 21
FNY Investment Advisers, LLC 21
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 21
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 21
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 21
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 21
Bessemer Group Inc 21
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 21
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 21
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 21
Russell Frank Co/ 21
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 21
Raymond James & Associates 21
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 21
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 21
Healthcare Of Ontario Pension Plan Trust Fund 21
Farther Finance Advisors, LLC 21
Prudential Financial Inc 21
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 21
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 21
Arrowstreet Capital, Limited Partnership 21
Sonora Investment Management, LLC 21
First Horizon Advisors, Inc. 21
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 21
Pimco Corporate & Income Strategy Fund 21
Quantbot Technologies LP 21
Envestnet Asset Management Inc 21
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 21
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 21
Balyasny Asset Management Llc 21
Centiva Capital, LP 21
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 21
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 21
American Century Companies Inc 21
PEAK6 Investments LLC 21
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 21
MetLife Investment Management, LLC 21
Hsbc Holdings Plc 21
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 21
Quadrature Capital Ltd 21
Huntington National Bank 21
Calamos Advisors LLC 21
Weiss Asset Management LP 21
Magnetar Financial LLC 21
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 21
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 21
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 21
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 21
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 21
Man Group plc 21
O'shaughnessy Asset Management, Llc 21
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 21
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 20
Janus Henderson Group Plc 20
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 20
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 20
ProShare Advisors LLC 20
Guggenheim Capital Llc 20
GAMMA Investing LLC 20
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 20
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 20
BlackRock Advisors LLC 20
BlackRock Institutional Trust Company, N.A. 20
Federated Hermes, Inc. 20
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 20
First Trust Advisors Lp 20
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 20
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 20
Point72 Hong Kong Ltd 20
Kcg Holdings, Inc. 20
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 20
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 20
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 20
Virtus Global Dividend & Income Fund Inc. 20
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 20
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 20
Franklin Resources Inc 20
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 20
Macquarie Group Ltd 20
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 20
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 20
HAP Trading, LLC 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 20
Cnh Partners Llc 20
Canada Pension Plan Investment Board 20
Ameritas Investment Partners, Inc. 20
Bridgeway Capital Management Inc 20
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 20
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 20
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 20
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 20
Sculptor Capital LP 20
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 20
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 20
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 20
Advisors Asset Management, Inc. 20
Teachers Retirement System Of The State Of Kentucky 20
Advisor Group, Inc. 20
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 20
Steward Partners Investment Advisory, Llc 20
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 20
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 20
Zurcher Kantonalbank (Zurich Cantonalbank) 20
CIBC Private Wealth Group, LLC 20
Mackenzie Financial Corp 20
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 20
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 20
MAI Capital Management 20
Principal Financial Group Inc 20
Ergoteles LLC 20
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 20
Hartland & Co., LLC 20
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 20
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 20
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 20
FundVantage Trust - Verplanck Balanced Fund 20
Parkside Financial Bank & Trust 20
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 20
Allianz Asset Management GmbH 19
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 19
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 19
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 19
D.a. Davidson & Co. 19
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 19
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 19
PIMCO FUNDS - PIMCO Short Asset Portfolio 19
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 19
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 19
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 19
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 19
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 19
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 19
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 19
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 19
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 19
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 19
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 19
State Farm Variable Product Trust 19
State Farm Mutual Fund Trust 19
Pimco Global Stocksplus & Income Fund 19
Pimco Flexible Credit Income Fund 19
Pimco Dynamic Income Fund 19
Pimco Strategic Income Fund, Inc 19
Janney Montgomery Scott LLC 19
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 19
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 19
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 19
Global Retirement Partners, LLC 19
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 19
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 19
Invesco Senior Loan Fund 19
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 19
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 19
Marshall Wace North America L.P. 19
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 19
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 19
SRS Capital Advisors, Inc. 19
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 19
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 19
Nuveen, LLC 19
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 19
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 19
AdvisorShares Investments LLC 19
Federation des caisses Desjardins du Quebec 19
Toronto Dominion Bank 19
Coldstream Capital Management Inc 19
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 19
Acrospire Investment Management LLC 19
Penserra Capital Management LLC 19
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 19
Mirae Asset Global Investments Co., Ltd. 19
BlueCrest Capital Management Ltd 19
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 19
FDx Advisors, Inc. 19
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 19
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 19
Swiss National Bank 19
Private Advisor Group, LLC 19
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 19
Neuberger Berman Group LLC 19
Assetmark, Inc 19
Graham Capital Management, L.P. 19
Y-Intercept (Hong Kong) Ltd 19
Voloridge Investment Management, Llc 19
Teacher Retirement System Of Texas 19
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 19
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 18
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 18
Quarry LP 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
Sterling Capital Management LLC 18
Migdal Insurance & Financial Holdings Ltd. 18
State of New Jersey Common Pension Fund D 18
State Of Wisconsin Investment Board 18
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
MetLife Securities, Inc 18
Moore Capital Management, Lp 18
Stratos Wealth Partners, LTD. 18
Lord, Abbett & Co. Llc 18
Rafferty Asset Management, LLC 18
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 18
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 18
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 18
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 18
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 18
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
Ground Swell Capital, LLC 18
Glassman Wealth Services 18
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 18
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 18
Massmutual Trust Co Fsb/adv 18
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 18
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 18
Los Angeles Capital Management Llc 18
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 18
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 18
Arizona State Retirement System 18
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 18
Caption Management, LLC 18
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 18
Public Employees Retirement Association Of Colorado 18
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 18
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 18
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 18
Lindbrook Capital, Llc 18
PIMCO FUNDS - PIMCO Sector Fund Series - I 18
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 18
Oppenheimer Asset Management Inc. 18
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 18
First Trust High Income Long/short Fund 18
Versant Capital Management, Inc 18
Nisa Investment Advisors, Llc 18
A.R.T. Advisors, LLC 18
Aigen Investment Management, Lp 18
Pathstone Family Office, Llc 18
MML Series Investment Fund II - MML High Yield Fund Class II 18
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 18
Clear Street Markets Llc 18
Mfs Charter Income Trust 18
Raymond James Financial Services Advisors, Inc. 18
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 18
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 18
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 18
Css Llc/il 18
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 18
VDAFX - VALIC Co I - Dynamic Allocation Fund 18
National Asset Management, Inc. 18
EverSource Wealth Advisors, LLC 18
Dupont Capital Management Corp 18
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 18
Hbk Investments L P 18
Meeder Asset Management Inc 18
Gabelli Funds Llc 18
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 18
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 18
United Services Automobile Association 18
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 18
TCI Wealth Advisors, Inc. 18
MUFG Americas Holdings Corp 18
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 18
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 18
Teachers Advisors, Llc 18
Tiaa Cref Investment Management Llc 18
KBC Group NV 18
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 18
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 18
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 18
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 18
Susquehanna Fundamental Investments, Llc 18
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 18
Money Concepts Capital Corp 18
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 18
AdvisorNet Financial, Inc 17
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 17
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 17
Truist Financial Corp 17
Occudo Quantitative Strategies Lp 17
Rothschild Investment Llc 17
Smartleaf Asset Management LLC 17
Public Employees Retirement System Of Ohio 17
Driehaus Capital Management Llc 17
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 17
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 17
OMERS ADMINISTRATION Corp 17
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 17
Principal Securities, Inc. 17
Capstone Investment Advisors, Llc 17
ClariVest Asset Management LLC 17
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 17
American Portfolios Advisors 17
Clear Street Llc 17
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 17
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 17
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 17
Blair William & Co/il 17
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 17
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 17
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 17
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 17
Skopos Labs, Inc. 17
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 17
Whitebox Advisors Llc 17
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 17
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 17
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 17
RidgeWorth Capital Management LLC 17
Eaton Vance Management 17
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 17
Cetera Investment Advisers 17
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 17
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 17
Benjamin F. Edwards & Company, Inc. 17
Capital Fund Management S.a. 17
Mariner, LLC 17
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 17
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 17
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 17
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 17
BNP Paribas Asset Management Holding S.A. 17
Alyeska Investment Group, L.P. 17
Yakira Capital Management, Inc. 17
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 17
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 17
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 17
Pimco Dynamic Credit & Mortgage Income Fund 17
Managed Account Advisors Llc 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 17
Covestor Ltd 17
First Republic Investment Management, Inc. 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
Invesco Senior Income Trust 17
Commonwealth Equity Services, Llc 17
Cambridge Investment Research Advisors, Inc. 17
Putnam Premier Income Trust 17
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 17
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 17
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 17
Evercore Wealth Management, LLC 17
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 17
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 17
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 17
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 17
Harbour Investments, Inc. 17
Cerity Partners LLC 17
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 17
Umb Bank N A/mo 17
Allspring Global Investments Holdings, LLC 17
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 17
Jefferies Group LLC 17
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 17
Mfs Multimarket Income Trust 17
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 17
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 17
Sofos Investments, Inc. 17
Zacks Investment Management 17
Paradigm Asset Management Co Llc 17
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 17
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 17
Cornerstone Planning Group LLC 17
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 17
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 17
Putnam Master Intermediate Income Trust 17
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 17
Gotham Asset Management, LLC 17
Aquatic Capital Management LLC 16
Compagnie Lombard Odier SCmA 16
Tocqueville Asset Management L.p. 16
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 16
Thrivent Financial For Lutherans 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 16
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 16
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 16
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 16
ORG Partners LLC 16
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 16
Fox Run Management, L.l.c. 16
IWV - iSHARES TRUST - iShares Russell 3000 ETF 16
Allianzgi Diversified Income & Convertible Fund 16
Great West Life Assurance Co /can/ 16
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 16
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 16
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 16
Wealth Enhancement Advisory Services, Llc 16
BlackRock Group LTD 16
Blueshift Asset Management, LLC 16
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 16
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 16
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 16
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 16
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 16
Ellevest, Inc. 16
Larson Financial Group LLC 16
Emerald Acquisition Ltd. 16
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 16
EAM Investors, LLC 16
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 16
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 16
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 16
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 16
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 16
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 16
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 16
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 16
Police & Firemen's Retirement System of New Jersey 16
Jefferies Financial Group Inc. 16
Ellington Management Group Llc 16
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 16
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 16
L & S Advisors Inc 16
Gts Securities Llc 16
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 16
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 16
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 16
Norges Bank 16
Vanguard World Fund 16
Pcm Fund, Inc. 16
Bayesian Capital Management, LP 16
Td Asset Management Inc 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 16
Daiwa Securities Group Inc. 16
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 16
Brown Advisory Inc 16
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 16
Geneos Wealth Management Inc. 16
Brown Brothers Harriman & Co 16
Suntrust Banks Inc 16
Wealthspire Advisors, L.P. 16
Van Eck Associates Corp 16
Corebridge Financial, Inc. 16
Connor, Clark & Lunn Investment Management Ltd. 16
Kennedy Capital Management, Inc. 16
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 16
VCAAX - VALIC Co I - Asset Allocation Fund 16
Piedmont Investment Advisors Llc 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 16
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 16
Cetera Advisor Networks LLC 16
Meitav Dash Investments Ltd 16
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 16
Farmers & Merchants Investments Inc 16
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 16
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 16
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 16
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 16
Advanced Series Trust - Ast Advanced Strategies Portfolio 16
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 16
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 16
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 16
Seven Eight Capital, Lp 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 16
Neuberger Berman High Yield Strategies Fund Inc. 16
PEAK6 Investments, L.P. 16
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 16
Valeo Financial Advisors, LLC 16
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 16
Ionic Capital Management LLC 16
Intech Investment Management Llc 16
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 16
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 16
Nomura Asset Management Co Ltd 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 16
Wells Fargo Multi-sector Income Fund 16
Cresset Asset Management, LLC 16
Quantinno Capital Management LP 16
LS Investment Advisors, LLC 16
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 16
Old Mission Capital Llc 16
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 16
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 16
Royce & Associates Lp 16
Saba Capital Management, L.P. 15
Stone Ridge Asset Management LLC 15
Gemmer Asset Management LLC 15
DekaBank Deutsche Girozentrale 15
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 15
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 15
Highlander Capital Management, LLC 15
Private Trust Co Na 15
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 15
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 15
Maven Securities LTD 15
Hennion & Walsh Asset Management, Inc. 15
College Retirement Equities Fund 15
Tiaa-cref Funds 15
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 15
Allianzgi Convertible & Income Fund Ii 15
Allianzgi Convertible & Income Fund 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
Smithfield Trust Co 15
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 15
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 15
Employees Retirement System of Texas 15
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 15
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 15
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 15
Baird Financial Group, Inc. 15
Orion Portfolio Solutions, LLC 15
Pimco Income Strategy Fund Ii 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
Mutual Of America Capital Management Llc 15
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 15
Quest Partners LLC 15
State of Tennessee, Treasury Department 15
Natixis 15
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 15
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 15
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 15
Global Income Builder Portfolio - Global Income Builder Portfolio 15
Hutchin Hill Capital, LP 15
Carroll Financial Associates, Inc. 15
Northern Trust Co Of Connecticut 15
Belpointe Asset Management LLC 15
Dark Forest Capital Management Lp 15
High Income Opportunities Portfolio - High Income Opportunities Portfolio 15
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 15
Wipfli Financial Advisors Llc, 15
J. Goldman & Co LP 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 15
Regions Financial Corp 15
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 15
Thompson Davis & Co., Inc. 15
Private Capital Group, LLC 15
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 15
Ubs Oconnor Llc 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
Winton Capital Group Ltd 15
Alberta Investment Management Corp 15
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 15
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 15
Landscape Capital Management, L.l.c. 15
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 15
Oppenheimer & Co Inc 15
Cowen And Company, Llc 15
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 15
Hantz Financial Services, Inc. 15
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 15
Nbc Securities, Inc. 15
Numeric Investors Llc 15
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 15
Oregon Public Employees Retirement Fund 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 15
Hanseatic Management Services Inc 15
Trust Co Of Vermont 15
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 15
Weiss Strategic Interval Fund 15
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 15
Pimco Income Strategy Fund 15
Spot Trading L.L.C 15
Sawtooth Solutions, LLC 15
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 15
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 15
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 15
Calamos Global Dynamic Income Fund 15
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 15
Campbell & CO Investment Adviser LLC 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 15
Ronald Blue Trust, Inc. 15
Amalgamated Financial Corp. 15
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 15
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 15
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 15
Mitsubishi UFJ Trust & Banking Corp 15
NumerixS Investment Technologies Inc 15
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 15
EntryPoint Capital, LLC 15
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 15
AMP Capital Investors Ltd 15
Axa S.a. 15
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 15
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 15
Jennison Associates Llc 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 15
National Planning Corp 15
First Manhattan Co 15
Pimco Income Opportunity Fund 15
Fisher Asset Management, LLC 15
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 15
K2 Principal Fund, L.p. 15
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 15
Advanced Series Trust - Ast High Yield Portfolio 15
Flagship Harbor Advisors, Llc 15
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 15
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 15
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 15
Quantamental Technologies LLC 15
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 15
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 15
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 15
Loomis Sayles & Co L P 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 15
Gamco Investors, Inc. Et Al 15
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 15
Point72 Asia (Singapore) Pte. Ltd. 15
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 15
Massachusetts Financial Services Co /ma/ 15
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 14
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 14
Whittier Trust Co 14
Fieldpoint Private Securities, LLC 14
Csenge Advisory Group 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 14
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 14
SG3 Management, LLC 14
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 14
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 14
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 14
Invesco High Income Trust Ii 14
Sei Trust Co 14
Weiss Multi-Strategy Advisers LLC 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
SAC Capital Advisors LP 14
VTL Associates, LLC 14
Voya Prime Rate Trust 14
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 14
Nebula Research & Development LLC 14
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 14
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 14
Boston Private Wealth Llc 14
United Capital Financial Advisers, Llc 14
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 14
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 14
Riverhead Capital Management Llc 14
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 14
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 14
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 14
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 14
Deere & Co 14
M&t Bank Corp 14
Pimco High Income Fund 14
Public Sector Pension Investment Board 14
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 14
Venturi Wealth Management, LLC 14
Cornerstone Advisors, Inc. 14
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 14
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 14
Fred Alger Management, Llc 14
Exchange Traded Concepts, Llc 14
Point72 Middle East FZE 14
Robeco Institutional Asset Management B.V. 14
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 14
GAM Holding AG 14
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 14
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 14
Griffin Institutional Access Credit Fund 14
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Gabelli Dividend & Income Trust 14
Jacobs Levy Equity Management, Inc 14
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 14
Eaton Vance Senior Income Trust 14
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 14
Headlands Technologies LLC 14
Chicago Equity Partners Llc 14
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 14
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 14
Point72 (DIFC) Ltd 14
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 14
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 14
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 14
Bartlett & Co. LLC 14
Vantagepoint Funds 14
Princeton Alpha Management LP 14
Pathstone Holdings, LLC 14
Hancock Whitney Corp 14
Caitong International Asset Management Co., Ltd 14
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 14
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 14
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 14
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 14
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 14
VCBDX - VALIC Co I - Core Bond Fund 14
Virginia Retirement Systems Et Al 14
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 14
Proficio Capital Partners LLC 14
CENTRAL TRUST Co 14
Peak6 Llc 14
QCVAX - Clearwater Investment Trust - Clearwater International Fund 14
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 14
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 14
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 14
Jfs Wealth Advisors, Llc 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
PENN SERIES FUNDS INC - International Equity Fund 14
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 14
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 14
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 14
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 14
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 14
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 14
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 14
Lsv Asset Management 14
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 14
Tfs Capital Investment Trust 14
Adage Capital Partners Gp, L.l.c. 14
Advent Claymore Convertible Securities & Income Fund 14
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 14
Toroso Investments, LLC 14
Mackay Shields Llc 14
Clough Global Dividend & Income Fund 14
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 14
Vident Investment Advisory, LLC 14
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 14
Synovus Financial Corp 14
Karp Capital Management Corp 14
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 14
Calamos Strategic Total Return Fund 14
Ethic Inc. 14
ETRADE Capital Management LLC 14
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 14
Amundi Pioneer Asset Management Inc 14
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 14
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 14
Airain ltd 14
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 14
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 14
Old National Bancorp /in/ 14
JustInvest LLC 14
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 14
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 14
NOSGX - Northern Funds - Northern Small Cap Value Fund 14
First Hawaiian Bank 14
Quantitative Systematic Strategies LLC 14
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 14
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 14
Capstone Asset Management Co 14
Atria Investments Llc 14
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 14
Seacrest Wealth Management, Llc 14
Claraphi Advisory Network, LLC 14
Profund Advisors Llc 14
Stevens Capital Management Lp 14
Townsquare Capital Llc 14
New York State Teachers Retirement System 14
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 14
TD Waterhouse Canada Inc. 14
Nine Chapters Capital Management LLC 14
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 14
Vident Advisory, LLC 14
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 14
Pinnacle Wealth Planning Services, Inc. 14
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 14
Summit Trail Advisors, Llc 14
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 14
Credit Agricole S A 14
Psagot Value Holdings Ltd. / (Israel) 14
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 14
Cary Street Partner Investment Advisory Llc 14
Commonwealth Equity Services, Inc 14
PineBridge Investments, L.P. 14
BRASX - Blackrock Allocation Target Shares - Bats Series S 14
Mason Street Advisors, Llc 14
Manchester Capital Management LLC 14
Jain Global LLC 14
Keybank National Association/oh 14
Clearbridge Investments, LLC 14
State of Wyoming 14
Thompson Siegel & Walmsley Llc 14
Ameritas Advisory Services, LLC 14
Assenagon Asset Management S.A. 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
AE Wealth Management LLC 14
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 14
Patriot Financial Group Insurance Agency, LLC 14
Cibc World Markets Corp 14
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 14
Capital Performance Advisors Llp 13
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 13
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 13
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 13
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 13
Wiley Bros.-aintree Capital, Llc 13
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 13
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 13
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 13
Pictet Asset Management Holding SA 13
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 13
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 13
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 13
IMC-Chicago, LLC 13
Shaolin Capital Management LLC 13
Campbell Multi-strategy Trust 13
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 13
PACIFIC SELECT FUND - Core Income Portfolio Class I 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 13
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 13
Amundi 13
Vanguard Horizon Funds 13
Tucker Asset Management Llc 13
True Wealth Design, LLC 13
CI Private Wealth, LLC 13
Johnson Financial Group, Inc. 13
Sandy Spring Bank 13
Gradient Investments LLC 13
Algert Global Llc 13
UAV - AdvisorShares Trust - AdvisorShares Drone Technology ETF 13
Fuller & Thaler Asset Management, Inc. 13
Pictet Asset Management Ltd 13
Laurion Capital Management LP 13
GV Financial Advisors 13
Prospera Financial Services Inc 13
Oppenheimer Funds Inc 13
CIBC Asset Management Inc 13
Nuveen Multi-Asset Income Fund 13
Reilly Financial Advisors, Llc 13
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 13
Tfs Capital Llc 13
Convergence Investment Partners, LLC 13
CoreCap Advisors, LLC 13
Guggenheim Active Allocation Fund 13
Caxton Associates Lp 13
Bell Investment Advisors, Inc 13
Enterprise Financial Services Corp 13
Glazer Capital, Llc 13
World Asset Management Inc 13
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 13
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 13
Advisory Research Inc 13
CIBC World Markets Inc. 13
NewSquare Capital LLC 13
Putnam Investments Llc 13
Bellwether Advisors, LLC 13
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 13
Eagle Asset Management Inc 13
Kestra Advisory Services, LLC 13
Municipal Employees' Retirement System of Michigan 13
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 13
DnB Asset Management AS 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
International Assets Investment Management, Llc 13
GW&K Investment Management, LLC 13
Aristeia Capital Llc 13
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 13
Baker Avenue Asset Management, LP 13
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 13
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 13
Ensign Peak Advisors, Inc 13
FORA Capital, LLC 13
Sanctuary Advisors, LLC 13
Picton Mahoney Asset Management 13
Banque Cantonale Vaudoise 13
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 13
Belvedere Trading LLC 13
Commonwealth Bank Of Australia 13
Abound Wealth Management 13
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 13
Sunbelt Securities, Inc. 13
Capital Analysts, Inc. 13
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 13
FIL Ltd 13
Harel Insurance Investments & Financial Services Ltd. 13
QS Investors, LLC 13
Cetera Advisors LLC 13
Grove Bank & Trust 13
Boston Partners 13
Asset Dedication, LLC 13
WFG Advisors, LP 13
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 13
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 13
Brevan Howard Capital Management LP 13
Sumitomo Mitsui Trust Holdings, Inc. 13
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 13
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 13
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 13
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 13
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 13
Sciencast Management LP 13
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 13
Mml Investors Services, Llc 13
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 13
Westpac Banking Corp 13
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 13
DRW Securities, LLC 13
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 13
Bank Of Nova Scotia 13
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 13
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 13
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 13
Wealthcare Advisory Partners LLC 13
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 13
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 13
Elkfork Partners LLC 13
Teza Capital Management LLC 13
Meadow Creek Investment Management LLC 13
Sowell Financial Services LLC 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 13
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 13
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 13
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 13
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 13
Phoenix Holdings Ltd. 13
Crossmark Global Holdings, Inc. 13
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 13
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 13
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 13
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 13
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 13
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 13
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 13
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 13
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 13
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 13
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 13
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 13
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 13
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 13
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 13
Mangrove Partners 13
Wexford Capital Lp 13
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 13
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 13
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 13
Blackstone / Gso Strategic Credit Fund 13
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 13
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 13
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 13
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 13
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 13
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 13
FEDERATED CORE TRUST - High Yield Bond Portfolio 13
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 13
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 13
Oppenheimer Etf Trust 13
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 13
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 13
Mfs Intermediate High Income Fund 13
Natixis Advisors, L.p. 13
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 13
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 13
Rydex Etf Trust 13
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 13
Mfs Special Value Trust 13
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 13
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 13
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 13
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 13
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 13
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 13
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 13
ACSKX - American Century Investment Trust - Short Duration Fund C Class 13
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 13
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 13
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 13
Centaurus Financial, Inc. 13
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 13
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 13
Sound Income Strategies, LLC 13
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 13
Twin Peaks Wealth Advisors, LLC 13
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 13
BlackRock Japan Co. Ltd 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 13
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 12
C M Bidwell & Associates Ltd 12
Assured Investment Management LLC 12
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 12
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 12
Dorsey Wright & Associates 12
Hillsdale Investment Management Inc. 12
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 12
Dreyfus High Yield Strategies Fund 12
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 12
Eaton Vance Senior Floating Rate Trust 12
Vantage Consulting Group Inc 12
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 12
Wells Fargo Global Dividend Opportunity Fund 12
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 12
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 12
Ajo, Lp 12
Calamos Global Total Return Fund 12
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 12
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 12
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12
Cowen Group, Inc. 12
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 12
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 12
Banque Transatlantique SA 12
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 12
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 12
Moody National Bank Trust Division 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 12
FNY Managed Accounts LLC 12
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 12
Eqis Capital Management, Inc. 12
Placemark Investments, Inc. 12
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 12
Invictus RG 12
Blackstone / Gso Long-short Credit Income Fund 12
Golden State Wealth Management, LLC 12
Susquehanna Portfolio Strategies, LLC 12
Wells Fargo Income Opportunities Fund 12
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 12
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 12
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 12
Bryn Mawr Capital Management Inc 12
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares 12
Rational Advisors Llc 12
Byrne Asset Management LLC 12
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 12
Mycio Wealth Partners, Llc 12
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 12
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 12
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 12
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 12
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 12
Scopus Asset Management, L.p. 12
Western Asset Income Fund 12
CWM Advisors, LLC 12
Claymore Exchange-traded Fund Trust 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 12
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 12
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12
CenterStar Fund, LLC 12
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 12
Independent Advisor Alliance 12
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 12
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 12
Wetherby Asset Management Inc 12
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 12
Checchi Capital Advisers, LLC 12
Nicholas Investment Partners, LP 12
Bokf, Na 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
Bb&t Securities, Llc 12
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 12
Stephens Inc /ar/ 12
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 12
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 12
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 12
Howe & Rusling Inc 12
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 12
APG Asset Management N.V. 12
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF 12
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 12
Visium Asset Management, LP 12
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 12
Gabelli Equity Trust Inc 12
Atria Wealth Solutions, Inc. 12
Ropes Wealth Advisors Llc 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 12
New Jersey Better Educational Savings Trust 12
Janus Capital Management Llc 12
FineMark National Bank & Trust 12
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 12
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 12
Empowered Funds, LLC 12
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 12
Harvest Fund Management Co., Ltd 12
State of Alaska, Department of Revenue 12
Periscope Capital Inc. 12
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 12
Diametric Capital, LP 12
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 12
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 12
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 12
Quantitative Investment Management, LLC 12
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 12
Snowden Capital Advisors LLC 12
Wedge Capital Management L L P/nc 12
NOFIX - Northern Funds - Northern Fixed Income Fund 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 12
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 12
Spring Creek Capital Llc 12
NOCBX - Northern Funds - Northern Core Bond Fund 12
Caisse De Depot Et Placement Du Quebec 12
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 12
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 12
Wealthspire Advisors, LLC 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 12
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 12
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 12
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 12
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 12
Menta Capital Llc 12
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 12
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF 12
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 12
Prudential Plc 12
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF 12
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 12
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 12
Ci Investments Inc. 12
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund 12
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 12
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 12
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 12
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 12
Earnest Partners Llc 12
Schroder Investment Management Group 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 12
Martingale Asset Management L P 12
Ontario Teachers Pension Plan Board 12
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 12
Wells Fargo Utilities & High Income Fund 12
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 12
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 12
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 12
Lombard Odier Asset Management (USA) Corp 12
Mather Group, Llc. 12
Western Asset Investment Grade Defined Opportunity Trust Inc. 12
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 12
Plante Moran Financial Advisors, LLC 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Axq Capital, Lp 12
Cullen/frost Bankers, Inc. 12
Fortitude Family Office, LLC 12
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 12
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 12
Stephens Consulting, LLC 12
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 12
Eaton Vance Floating-rate Income Trust 12
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 12
First Allied Advisory Services, Inc. 12
Soros Fund Management Llc 12
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 12
Oaktree Diversified Income Fund Inc. 12
SpiderRock Trading LLC 12
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 12
First Mercantile Trust Co 12
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 12
Catalyst Funds Management Pty Ltd 12
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 12
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 12
Winton Diversified Opportunities Fund 12
Brandywine Global Investment Management, LLC 12
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 12
Waddell & Reed Financial Inc 12
Calvert Investment Management, Inc. 12
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 12
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 12
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 12
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 12
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 12
Catalyst Capital Advisors LLC 12
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 12
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 12
Irish Life Investment Managers Ltd. 12
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 12
Pictet Asset Management Sa 12
Glen Eagle Advisors, LLC 12
Rivernorth Capital Management, Llc 12
JNBA Financial Advisors 12
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 12
New America High Income Fund Inc 12
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 12
Vestcor Inc 12
Rehmann Capital Advisory Group 12
GABELLI & Co INVESTMENT ADVISERS, INC. 12
Mercer Global Advisors Inc /adv 12
Old Mutual Global Investors (UK) Ltd. 12
Alps Advisors Inc 12
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 12
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 12
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 12
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 12
Candriam Luxembourg S.C.A. 12
Edmond De Rothschild Holding S.a. 11
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 11
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 11
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 11
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 11
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 11
Commerce Bank 11
Stone House Investment Management, LLC 11
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 11
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 11
Barings Llc 11
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 11
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 11
Bogart Wealth, LLC 11
HYLD - Exchange Listed Funds Trust - High Yield ETF 11
Schubert & Co 11
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 11
Spark Investment Management LLC 11
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 11
Aaron Wealth Advisors LLC 11
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 11
Hudock, Inc. 11
Redwood Investments, LLC 11
Whittier Trust Co Of Nevada Inc 11
Capital Bank & Trust Co 11
TFC Financial Management 11
Hexagon Capital Partners LLC 11
Citizens Financial Group Inc/ri 11
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 11
Vontobel Holding Ltd. 11
We Are One Seven, LLC 11
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 11
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 11
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 11
Prestige Wealth Management Group LLC 11
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 11
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 11
Ieq Capital, Llc 11
Zions Bancorporation 11
Etf Managers Group, Llc 11
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 11
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 11
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 11
Kepos Capital LP 11
VCSLX - VALIC Co I - Small Cap Index Fund 11
Concord Wealth Partners 11
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 11
Louisiana State Employees Retirement System 11
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio 11
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 11
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 11
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 11
Penn Capital Management Co Inc 11
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 11
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 11
MBOVX - M FUND INC - M Large Cap Value Fund 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 11
Yousif Capital Management, Llc 11
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 11
Western Asset Premier Bond Fund 11
BDO Wealth Advisors, LLC 11
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 11
Pinnacle Associates Ltd 11
Financial Gravity Companies, Inc. 11
Palisade Capital Management Llc/nj 11
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 11
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11
Cable Hill Partners, LLC 11
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 11
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 11
Aviva Plc 11
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 11
Capital World Investors 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 11
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 11
Texas Permanent School Fund 11
GeoWealth Management, LLC 11
Timber Hill LLC 11
Asset Management One Co., Ltd. 11
Accurate Wealth Management, LLC 11
Atom Investors LP 11
SECOR Capital Advisors, LP 11
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 11
Financial Architects, Inc 11
Colony Group, LLC 11
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 11
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 11
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 11
Tibra Equities Europe Ltd 11
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 11
Invictus RG Pte. Ltd. 11
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 11
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 11
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 11
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 11
Xponance, Inc. 11
Tompkins Financial Corp 11
Atlantic Trust, LLC 11
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 11
Cookson Peirce & Co Inc 11
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
Front Row Advisors LLC 11
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 11
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 11
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
GHP Investment Advisors, Inc. 11
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 11
James Investment Research Inc 11
Montag A & Associates Inc 11
Brookstone Capital Management 11
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 11
Lido Advisors, LLC 11
Grantham, Mayo, Van Otterloo & Co. LLC 11
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 11
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 11
CVA Family Office, LLC 11
Nordea Investment Management Ab 11
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 11
MQS Management LLC 11
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 11
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 11
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 11
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 11
Calamos Convertible & High Income Fund 11
Burt Wealth Advisors 11
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 11
Capital Advisors, Ltd. LLC 11
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 11
Cvi Holdings, Llc 11
Westside Investment Management, Inc. 11
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 11
Kayne Anderson Rudnick Investment Management Llc 11
Meridian Wealth Partners, LLC 11
Dakota Wealth Management 11
IBM Retirement Fund 11
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 11
Tradewinds Capital Management, LLC 11
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 11
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 11
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 11
Navellier & Associates Inc 11
Truvestments Capital Llc 11
Advisors Preferred, LLC 11
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 11
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 11
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 11
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 11
Lenox Wealth Advisors, LLC 11
Deltec Asset Management Llc 11
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 11
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 11
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 11
Cornercap Investment Counsel Inc 11
Invesco Dynamic Credit Opportunities Fund 11
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 11
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 11
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 11
Berman Capital Advisors, LLC 11
TIG Advisors, LLC 11
Holocene Advisors, LP 11
SkyView Investment Advisors, LLC 11
Edgestream Partners, L.P. 11
Bridgefront Capital, LLC 11
AHL Partners LLP 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
USA Financial Portformulas Corp 11
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 11
Emerald Advisers, Llc 11
Calamos Convertible Opportunities & Income Fund 11
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 11
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 11
Eagle Bay Advisors LLC 11
Maverick Capital Ltd 11
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 11
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 11
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 11
Forum Funds 11
Dana Investment Advisors, Inc. 11
Institutional & Family Asset Management, Llc 11
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 11
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 11
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
First Eagle Investment Management, LLC 11
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 11
Sherbrooke Park Advisers Llc 11
CenterBook Partners LP 11
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 11
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 11
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 11
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 11
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 11
Weld Capital Management Llc 11
Bogle Investment Management L P /de/ 11
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 11
EP Wealth Advisors, Inc. 11
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 11
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 11
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 11
Cornerstone Capital Management Holdings Llc. 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 11
Mount Yale Investment Advisors, LLC 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
Creative Financial Designs Inc /adv 11
Gardner Lewis Asset Management L P 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 11
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 11
Clough Global Opportunities Fund 11
Itau Unibanco Holding S.A. 11
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 11
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 11
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 11
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 11
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 11
Franklin Templeton ETF Trust - Western Asset Bond ETF 11
North Star Investment Management Corp. 11
Keebeck Alpha, LP 11
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF 11
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 11
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 11
Callan Family Office, LLC 11
Brinker Capital Investments, LLC 11
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 11
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 11
Hartford Mutual Funds Inc/ct 11
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 11
Yorktown Management & Research Co Inc 11
Oliver Lagore Vanvalin Investment Group 11
Shell Asset Management Co 11
Alambic Investment Management, L.P. 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 11
Alexandria Capital, LLC 11
1832 Asset Management L.P. 11
Mason Street Advisors, Llc 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 11
Change Path, LLC 11
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 11
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 11
Petrus Trust Company, LTA 10
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 10
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 10
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 10
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 10
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 10
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 10
Artisan Partners Limited Partnership 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 10
Calamos Dynamic Convertible & Income Fund 10
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 10
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 10
Arkadios Wealth Advisors 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 10
Wagner Wealth Management, Llc 10
NSIDX - Northern Funds - Northern Small Cap Index Fund 10
Standard Life Aberdeen plc 10
MCF Advisors LLC 10
Fiera Capital Corp 10
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 10
Resources Investment Advisors, LLC. 10
Financial Management Professionals, Inc. 10
Bb&t Investment Services, Inc. 10
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 10
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 10
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 10
Glenmede Investment Management, LP 10
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 10
Spot Trading L.l.c. 10
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 10
SOUTH STATE Corp 10
Valley National Advisers Inc 10
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 10
MARSHALL WACE ASIA Ltd 10
Optimum Investment Advisors 10
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 10
SJS Investment Consulting Inc. 10
Essex Investment Management Co Llc 10
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 10
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 10
Allegheny Financial Group LTD 10
Utah Retirement Systems 10
Cigna Investments Inc /new 10
Glen Harbor Capital Management LLC 10
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 10
Lee Financial Co 10
Partnervest Advisory Services LLC 10
Clough Global Equity Fund 10
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 10
Shepherd Kaplan Krochuk, Llc 10
Greenland Capital Management LP 10
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 10
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 10
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 10
Qsemble Capital Management, LP 10
Avantax Planning Partners, Inc. 10
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 10
Allred Capital Management, LLC 10
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 10
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 10
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 10
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 10
Maryland State Retirement & Pension System 10
R Squared Ltd 10
Brighton Jones Llc 10
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 10
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10
Steel Peak Wealth Management LLC 10
Quent Capital, LLC 10
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 10
Raymond James Trust N.a. 10
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 10
StoneX Group Inc. 10
Scotia Capital Inc. 10
Jacobi Capital Management LLC 10
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 10
Systematic Financial Management Lp 10
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 10
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 10
Parkwood LLC 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 10
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 10
William Blair Investment Management, Llc 10
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 10
Pearl River Capital, LLC 10
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 10
Brinker Capital Inc 10
Livforsakringsbolaget Skandia, Omsesidigt 10
Hemington Wealth Management 10
Jupiter Asset Management Ltd 10
Jane Street Holding, LLC 10
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 10
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
Moneta Group Investment Advisors Llc 10
Continuum Advisory, LLC 10
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 10
Capital Guardian Trust Co 10
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 10
Rothschild Asset Management Inc 10
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 10
Index Management Solutions, LLC 10
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 10
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10
BNP Paribas Investment Partners S.A. 10
HighPoint Advisor Group LLC 10
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 10
Chartwell Investment Partners, Llc 10
Virtus ETF Advisers LLC 10
Bruce G. Allen Investments, LLC 10
EverPoint Asset Management, LLC 10
Wolff Wiese Magana Llc 10
Element Capital Management Llc 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 10
Bridgewater Associates, LP 10
EBI - RBB Fund Trust - Longview Advantage ETF 10
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 10
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
First Personal Financial Services 10
People's United Financial, Inc. 10
Sanctuary Wealth Advisors, LLC 10
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 10
Virtus Investment Advisers, Inc. 10
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF 10
Wealthcare Capital Management Llc 10
Arlington Trust Co LLC 10
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 10
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 10
Newbridge Financial Services Group, Inc. 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 10
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 10
BRYN MAWR TRUST Co 10
Harbor Investment Advisory, Llc 10
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 10
Gabelli Equity Series Funds Inc 10
Segantii Capital Management Ltd 10
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 10
Freestone Capital Holdings, LLC 10
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 10
Oppenheimer Quest For Value Funds 10
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 10
Silvercrest Asset Management Group Llc 10
Commerzbank Aktiengesellschaft /fi 10
King Luther Capital Management Corp 10
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 10
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 10
Meteora Capital, LLC 10
Barrow Hanley Mewhinney & Strauss Llc 10
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 10
Gideon Capital Advisors, Inc. 10
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 10
Old Mutual Customised Solutions (proprietary) Ltd 10
Colonial Trust Co / SC 10
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 10
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 10
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 10
Washington Trust Bank 10
Hughes Financial Services, LLC 10
Segall Bryant & Hamill, Llc 10
BlackRock Capital Allocation Trust 10
Prudential Short Duration High Yield Fund, Inc. 10
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 10
Cca Investments Trust 10
Geneva Advisors, LLC 10
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 10
Korea Investment CORP 10
Householder Group Estate & Retirement Specialist, LLC 10
Cipher Capital LP 10
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 10
Brewin Dolphin Ltd 10
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 10
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 10
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 10
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 10
Mint Tower Capital Management B.V. 10
Atwood & Palmer Inc 10
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 10
Barometer Capital Management Inc. 10
Optiver Holding B.V. 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
BBVA USA Bancshares, Inc. 10
Capital International Investors 10
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 10
WealthPLAN Partners, LLC 10
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 10
Tarbox Family Office, Inc. 10
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 10
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 10
Knight Capital Group, Inc. 10
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
Retirement Systems of Alabama 10
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 10
Ing Groep Nv 10
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
Vestmark Advisory Solutions, Inc. 10
First Quadrant L P/ca 10
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 10
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 10
Universal- Beteiligungs- und Servicegesellschaft mbH 10
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 10
Bartlett & Co. Wealth Management Llc 10
Steward Financial Group LLC 10
PENN SERIES FUNDS INC - Small Cap Index Fund 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
Clinton Group Inc 10
Tcwp Llc 10
Scientech Research LLC 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 10
John Hancock Hedged Equity & Income Fund 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 10
Motco 10
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 10
Crewe Advisors LLC 10
Brookfield Asset Management Inc. 10
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 10
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 10
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 10
American Funds Insurance Series 10
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 10
Duality Advisers, Lp 10
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 10
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 10
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 10
Guardian Wealth Advisors, LLC 10
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 10
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 10
Shelton Capital Management 10
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 10
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 10
Profunds - Profund Vp Small-cap 10
Global X Management CO LLC 10
Profunds - Profund Vp Ultrasmall-cap 10
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 10
Numerai GP LLC 10
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 10
Annis Gardner Whiting Capital Advisors, LLC 10
Fir Tree Capital Management Lp 10
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 10
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 10
Blackstone / Gso Senior Floating Rate Term Fund 10
Entropy Technologies, LP 10
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 10
Shay Capital LLC 10
Oppenheimer Variable Account Funds 10
Klp Kapitalforvaltning As 10
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 10
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 10
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 10
Capital Asset Advisory Services LLC 10
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 10
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 10
Wbi Investments, Inc. 10
Contravisory Investment Management, Inc. 10
Ameritas Investment Corp 10
Colony Group Llc 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 10
Vigilant Capital Management, LLC 10
IWM - iSHARES TRUST - iShares Russell 2000 ETF 10
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 10
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 10
Baystate Wealth Management LLC 10
Parametrica Management Ltd 10
Avantax Advisory Services, Inc. 10
Global Financial Private Client, LLC 10
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 10
Hm Payson & Co 10
Hartford Investment Management Co 10
Regentatlantic Capital Llc 10
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 10
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 10
WASHINGTON TRUST Co 10
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 10
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 10
Disciplined Investments, LLC 10
Profunds - Profund Vp Oil & Gas 10
Rsm Us Wealth Management Llc 10
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 10
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 10
Caas Capital Management Lp 10
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 10
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 10
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 10
Harvest Group Wealth Management, Llc 10
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 10
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 10
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 10
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 10
Nuveen Credit Strategies Income Fund 10
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 10
South Dakota Investment Council 10
Nuveen Floating Rate Income Fund 10
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 10
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 10
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 10
Sutton Wealth Advisors Inc. 10
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 10
FourThought Financial, LLC 10
Santa Fe Partners LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 10
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 10
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 10
Equitec Proprietary Markets, Llc 10
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 10
Great Lakes Advisors, Llc 10
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 10
Salem Investment Counselors Inc 10
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 10
Verus Capital Partners, Llc 10
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 10
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 10
WealthTrust-Arizona, LLC 10
IndexIQ Advisors LLC 10
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 10
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 10
Royal London Asset Management Ltd 10
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 9
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 9
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 9
URTH - iShares, Inc. - iShares MSCI World ETF 9
Twin Tree Management, LP 9
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 9
Anson Funds Management LP 9
Highland Capital Management, Llc 9
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 9
Absolute Return Capital, LLC 9
PENN SERIES FUNDS INC - Flexibly Managed Fund 9
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 9
Northwestern Mutual Investment Management Company, Llc 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 9
Sequoia Financial Advisors, LLC 9
Context Capital Management, LLC 9
Integrated Wealth Concepts LLC 9
Tcw Group Inc 9
Tfo-tdc, Llc 9
Pine River Capital Management L.P. 9
USS Investment Management Ltd 9
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 9
Schechter Investment Advisors, LLC 9
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 9
FinTrust Capital Advisors, LLC 9
Verity Asset Management, Inc. 9
Stonebridge Capital Advisors LLC 9
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 9
Westchester Capital Management, LLC 9
Advisor Partners Ii, Llc 9
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 9
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
Fiduciary Alliance LLC 9
First Citizens Bank & Trust Co 9
Alphacrest Capital Management Llc 9
Horan Securities, Inc. 9
Mizuho Trust & Banking Co., Ltd. 9
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 9
Investors Research Corp 9
Cadence Capital Management Llc 9
Laurel Wealth Advisors, Inc. 9
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 9
Mutual Advisors, LLC 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
Washington Trust Advisors, Inc. 9
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 9
CenterStar Asset Management, LLC 9
Calton & Associates, Inc. 9
Zions Bancorporation, N.A. 9
Bp Plc 9
IWC - iSHARES TRUST - iShares Micro-Cap ETF 9
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
Coppell Advisory Solutions LLC 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 9
San Francisco Sentry Investment Group (ca) 9
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 9
Skaana Management L.P. 9
Rakuten Securities, Inc. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 9
Relative Value Fund 9
Ivy High Income Opportunities Fund 9
Mizuho Securities Usa Llc 9
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 9
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 9
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 9
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 9
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 9
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 9
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 9
NJ State Employees Deferred Compensation Plan 9
Syon Capital Llc 9
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 9
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Ares Dynamic Credit Allocation Fund, Inc. 9
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 9
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 9
Laffer Investments 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 9
Reuter James Wealth Management, Llc 9
Blackrock Floating Rate Income Trust 9
Independent Portfolio Consultants, Inc. 9
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 9
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 9
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 9
West Branch Capital LLC 9
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 9
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 9
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 9
Glg Llc 9
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 9
Jpmorgan Trust Iii 9
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 9
Bare Financial Services, Inc 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 9
Eaton Vance Short Duration Diversified Income Fund 9
CI Global Investments Inc. 9
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 9
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 9
First New York Securities Llc /ny 9
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 9
Jaffetilchin Investment Partners, LLC 9
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 9
Cape Investment Advisory, Inc. 9
SPX Equities Gestao de Recursos Ltda 9
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 9
First Interstate Bank 9
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 9
Savant Capital, LLC 9
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 9
Cantor Fitzgerald, L. P. 9
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 9
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 9
Paces Ferry Wealth Advisors, Llc 9
Ballentine Partners, LLC 9
Bluefin Capital Management, Llc 9
Corton Capital Inc. 9
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 9
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 9
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 9
Guggenheim Strategic Opportunities Fund 9
Kestra Private Wealth Services, Llc 9
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 9
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 9
State Of Michigan Retirement System 9
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 9
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 9
Axiom Investment Management LLC 9
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 9
Zeke Capital Advisors, Llc 9
Tokio Marine Asset Management Co Ltd 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 9
Wilbanks Smith & Thomas Asset Management Llc 9
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 9
Comerica Securities,inc. 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 9
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 9
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 9
Benjamin Edwards Inc 9
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 9
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 9
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 9
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 9
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 9
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 9
Leap Investments Lp 9
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 9
Oakbrook Investments Llc 9
American National Bank 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 9
Castleark Management Llc 9
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 9
Tri-continental Corp 9
Harbor Capital Advisors, Inc. 9
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 9
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 9
Concentric Capital Strategies, LP 9
Delta Asset Management Llc/tn 9
DAVENPORT & Co LLC 9
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 9
Arden Investment Series Trust 9
Elequin Capital Lp 9
Sageworth Trust Co 9
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 9
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 9
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 9
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 9
Beaird Harris Wealth Management, LLC 9
Atw Spac Management Llc 9
Avion Wealth 9
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 9
Advisor Resource Council 9
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 9
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 9
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 9
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 9
Taconic Capital Advisors LP 9
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 9
Riggs Asset Managment Co. Inc. 9
Gierl Augustine Investment Management Inc 9
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 9
Evoke Wealth, Llc 9
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 9
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 9
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 9
UMA Financial Services, Inc. 9
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 9
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 9
Wunderlich Securities, Inc. 9
Atlas Capital Advisors Llc 9
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9
Icon Advisers Inc/co 9
Aster Capital Management (DIFC) Ltd 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 9
Bank Julius Baer & Co. Ltd, Zurich 9
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 9
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 9
Endurance Wealth Management, Inc. 9
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 9
Nuveen Floating Rate Income Opportunity Fund 9
Nuveen Senior Income Fund 9
HBK Sorce Advisory LLC 9
nVerses Capital, LLC 9
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 9
Gulf International Bank (UK) Ltd 9
Blackrock Floating Rate Income Strategies Fund, Inc. 9
McIlrath & Eck, LLC 9
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 9
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 9
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 9
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 9
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 9
Calamos Long/Short Equity & Dynamic Income Trust 9
Balentine LLC 9
M Holdings Securities, Inc. 9
Moors & Cabot, Inc. 9
BI Asset Management Fondsmaeglerselskab A/S 9
Voya Infrastructure, Industrials & Materials Fund 9
Castle Creek Arbitrage, LLC 9
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 9
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 9
Accredited Wealth Management, LLC 9
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 9
DAACX - Adviser Managed Trust - Diversified Equity Fund 9
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 9
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 9
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 9
Osterweis Capital Management Inc 9
Centerpoint Advisors, LLC 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 9
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 9
Focused Wealth Management, Inc 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
CAPROCK Group, Inc. 9
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 9
Mirabella Financial Services Llp 9
Blackstone / Gso Floating Rate Enhanced Income Fund 9
Twinbeech Capital Lp 9
Cribstone Capital Management, LLC 9
Arlington Partners LLC 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 9
Cerebellum GP, LLC 9
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 9
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 9
Edge Advisors, Llc 9
Woodline Partners LP 9
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 9
Column Capital Advisors, LLC 9
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 9
Ahrens Investment Partners LLC 9
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 9
Pendal Group Ltd 9
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
RSSL - Global X Funds - Global X Russell 2000 ETF 9
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 9
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 9
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 9
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 9
Bfsg, Llc 9
Sterling Investment Advisors, Ltd. 9
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 9
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 9
IFM Investors Pty Ltd 9
Meiji Yasuda Life Insurance Co 9
New York Life Investment Management Llc 9
Summit Global Investments 9
Intellectus Partners, LLC 9
IHT Wealth Management, LLC 9
Pinz Capital Management, LP 9
Pittenger & Anderson Inc 9
Adviser Investments LLC 9
Flinton Capital Management LLC 9
ARK Investment Management LLC 9
Kapitalo Investimentos Ltda 9
Prime Capital Investment Advisors, LLC 9
JJJ Advisors Inc. 9
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 9
FNY Partners Fund LP 9
Versor Investments LP 9
Longfellow Investment Management Co Llc 9
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 9
AGF Investments LLC 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 9
Simon Quick Advisors, Llc 9
Pekin Hardy Strauss, Inc. 9
Illinois Municipal Retirement Fund 9
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 9
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 9
First Bank & Trust 9
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
Morgan Dempsey Capital Management Llc 9
Ledyard National Bank 9
Veritable, L.P. 9
Winslow, Evans & Crocker, Inc. 9
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 9
Avestar Capital, LLC 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
Tortoise Investment Management, LLC 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 9
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 9
Integrated Wealth Management 9
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 9
Qs Batterymarch Financial Management, Inc 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
Td Private Client Wealth Llc 9
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 9
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 9
Westwood Holdings Group Inc 9
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 9
Hartford Series Fund Inc 9
Baird Robert W & Co Inc /wi/ 9
Crestline Management, LP 9
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 9
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 9
Cantab Capital Partners LLP 9
Athanor Capital, Lp 9
Intrust Bank Na 9
Tiverton Asset Management Llc 9
Handelsbanken Fonder AB 9
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 9
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 9
Park Avenue Securities Llc 9
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 9
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 9
Central Pacific Bank - Trust Division 9
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 9
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 9
Thurston, Springer, Miller, Herd & Titak, Inc. 9
Berkley W R Corp 9
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 9
Capula Management Ltd 9
Bluestein R H & Co 9
Vantage Investment Advisors, LLC 9
Mosaic Family Wealth, LLC 9
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 9
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 9
Liberty Mutual Group Asset Management Inc. 9
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 9
Raleigh Capital Management Inc. 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
Mark Sheptoff Financial Planning, Llc 9
Koch Industries Inc 8
U.S. Capital Wealth Advisors, LLC 8
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 8
Emerald Mutual Fund Advisers Trust 8
Osborn Rohs Williams & Donohoe Ltd 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 8
Advisor Partners Llc 8
Americafirst Capital Management, Llc 8
Stevens First Principles Investment Advisors 8
EOPS - Emles Trust - Emles Alpha Opportunities ETF 8
Shine Investment Advisory Services Inc 8
Advent Capital Management /de/ 8
Nikko Asset Management Americas, Inc. 8
Counterpoint Mutual Funds LLC 8
Regal Investment Advisors LLC 8
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF 8
Sargent Bickham Lagudis LLC 8
CHURCHILL MANAGEMENT Corp 8
Eisler Capital Management Ltd. 8
Heritage Wealth Advisors 8
Rise Advisors, LLC 8
River & Mercantile Asset Management Llp 8
Childress Capital Advisors, Llc 8
Duncker Streett & Co Inc 8
Kanaly Trust Co 8
Exos Asset Management LLC 8
Eagle Global Advisors Llc 8
Inspire Advisors, LLC 8
QCM Cayman, Ltd. 8
Alpha Paradigm Partners, LLC 8
Avalon Advisors, Llc 8
Privium Fund Management (UK) Ltd 8
Hilltop Holdings Inc. 8
Veriti Management LLC 8
Bayforest Capital Ltd 8
Capital Impact Advisors, LLC 8
Black Swift Group, LLC 8
NorthCoast Asset Management LLC 8
Sage Mountain Advisors LLC 8
Capital Research Global Investors 8
Bank Of Hawaii 8
Anchor Capital Advisors Llc 8
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 8
IPG Investment Advisors LLC 8
Cordant, Inc. 8
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 8
AlphaMark Advisors, LLC 8
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 8
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 8
Agf Management Ltd 8
DT Investment Partners, LLC 8
First Horizon Corp 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
Clal Insurance Enterprises Holdings Ltd 8
Leavell Investment Management, Inc. 8
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 8
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 8
Foundry Partners, LLC 8
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 8
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 8
Chevy Chase Trust Holdings, Inc. 8
Arcadia Investment Management Corp/mi 8
Webster Bank, N. A. 8
Fortitude Advisory Group L.L.C. 8
Telemus Capital, Llc 8
Analytic Investors, LLC 8
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 8
Country Trust Bank 8
PPM Funds - PPM High Yield Core Fund (Inst) 8
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 8
AIEQ - ETF Managers Trust - AI Powered Equity ETF 8
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 8
New England Research & Management, Inc. 8
Trust Department Mb Financial Bank N A 8
Denali Advisors Llc 8
Erste Asset Management GmbH 8
Hollencrest Capital Management 8
Rosenberg Matthew Hamilton 8
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 8
Fulton Bank, N.a. 8
Eudaimonia Partners, LLC 8
Dorsey & Whitney Trust CO LLC 8
Daiwa Capital Markets America Inc. 8
Krilogy Financial LLC 8
State of New Jersey Common Pension Fund A 8
RMB Capital Management, LLC 8
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 8
HighMark Wealth Management LLC 8
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 8
Procyon Private Wealth Partners, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
Archer Investment Corp 8
BBT Capital Management, LLC 8
Oarsman Capital, Inc. 8
Polaris Wealth Advisory Group, LLC 8
Tredje AP-fonden 8
Cinctive Capital Management LP 8
Zweig-DiMenna Associates LLC 8
Center for Financial Planning, Inc. 8
Freestone Grove Partners LP 8
Jade Capital Advisors, LLC 8
Artemis Investment Management LLP 8
Exencial Wealth Advisors, Llc 8
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 8
Ascend Capital, Llc 8
Thomas White International Ltd 8
First Foundation Advisors 8
Altshuler Shaham Ltd 8
Macroview Investment Management Llc 8
Capital One, National Association 8
Venture Visionary Partners LLC 8
EULAV Asset Management 8
Verdence Capital Advisors LLC 8
National Pension Service 8
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 8
Cromwell Holdings LLC 8
Koshinski Asset Management, Inc. 8
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 8
Scarborough Advisors, LLC 8
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 8
Usca Ria Llc 8
Diversified Trust Co 8
Wealthfront Inc 8
D'Orazio & Associates, Inc. 8
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 8
WR Wealth Planners, LLC 8
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 8
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
Meiji Yasuda Asset Management Co Ltd. 8
Primecap Management Co/ca/ 8
Kingsview Wealth Management, LLC 8
Gupta Wealth Management LLC 8
Hunter Associates Investment Management Llc 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 8
Warren Averett Asset Management, LLC 8
Tuttle Tactical Management LLC 8
Fiduciary Trust Co 8
Kornitzer Capital Management Inc /ks 8
TRFM - ETF Series Solutions - AAM Transformers ETF 8
Fjarde Ap-fonden /fourth Swedish National Pension Fund 8
Boston Private Bank & Trust Co 8
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 8
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 8
JIHDX - John Hancock Funds II - High Yield Fund Class 1 8
Halbert Hargrove Global Advisors, Llc 8
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 8
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 8
Atlantic Union Bankshares Corp 8
TRUE Private Wealth Advisors 8
UXI - PROSHARES TRUST - ProShares Ultra Industrials 8
V Wealth Advisors LLC 8
APBAX - Cavanal Hill Funds - Active Core Fund Investor 8
Wedbush Securities Inc 8
Kalos Management, Inc. 8
Ausdal Financial Partners, Inc. 8
Private Ocean, LLC 8
Hotchkis & Wiley Capital Management Llc 8
Moisand Fitzgerald Tamayo, LLC 8
Pitcairn Co 8
Mn Services Vermogensbeheer B.V. 8
Smith Asset Management Group Lp 8
Bourgeon Capital Management Llc 8
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 8
Tradeworx Inc. 8
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 8
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 8
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 8
NN Investment Partners Holdings N.V. 8
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 8
Arete Wealth Advisors, LLC 8
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 8
U S Global Investors Inc 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 8
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 8
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 8
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 8
Integrated Investment Consultants, LLC 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 8
Gen-Wealth Partners Inc 8
Park Place Capital Corp 8
Inceptionr Llc 8
Oberweis Asset Management Inc/ 8
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 8
FSAIX - FIDELITY SELECT PORTFOLIOS - Air Transportation Portfolio 8
Skandinaviska Enskilda Banken AB (publ) 8
Ibex Investors LLC 8
Tlp Group Llc 8
West Tower Group, LLC 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
Readystate Asset Management Lp 8
Bradley Foster & Sargent Inc/ct 8
Kovitz Investment Group Partners, LLC 8
EAM Global Investors LLC 8
CSat Investment Advisory, L.P. 8
Allstate Corp 8
Hoey Investments, Inc 8
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
Associated Banc-corp 8
New Mexico Educational Retirement Board 8
Dai-ichi Life Holdings, Inc. 8
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 8
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 8
ARS Investment Partners, LLC 8
NatWest Group plc 8
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 8
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 8
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 8
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 8
BerganKDV Wealth Management, LLC 8
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 8
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 8
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 8
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 8
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 8
Munder Capital Management 8
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 8
Man Investments Ltd 8
Harwood Advisory Group, LLC 8
Sit Investment Associates Inc 8
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 8
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 8
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 8
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 8
Ashton Thomas Private Wealth, LLC 8
American Capital Advisory, LLC 8
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 8
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 8
Chiron Investment Management, LLC 8
WealthCollab, LLC 8
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 8
Carlson Capital L P 8
UniSuper Management Pty Ltd 8
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 8
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 8
DLD Asset Management, LP 8
Capital Income Builder 8
P Schoenfeld Asset Management Lp 8
Securian Asset Management, Inc 8
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 8
Banco Santander, S.A. 8
Girard Partners Ltd. 8
Franklin Templeton ETF Trust - Franklin Income Focus ETF 8
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 8
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 8
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 8
Water Island Capital Llc 8
M&g Investment Management Ltd 8
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 8
Advantage Investment Management, Llc 8
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 8
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 8
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 8
SpiderRock Advisors, LLC 8
Morse Asset Management, Inc 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 8
Westfield Capital Management Co Lp 8
Redpoint Investment Management Pty Ltd 8
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 8
Crescent Grove Advisors, LLC 8
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 8
Creekmur Asset Management LLC 8
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 8
Kovack Advisors, Inc. 8
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 8
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 8
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 8
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 8
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 8
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 8
Advanced Series Trust - Ast Small-cap Growth Portfolio 8
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 8
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 8
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 8
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 8
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 8
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 8
Anchor Investment Management, LLC 8
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 8
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 8
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 8
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 8
Equitable Trust Co 8
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 8
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 8
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 8
Traynor Capital Management, Inc. 8
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 8
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 8
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 8
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 8
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 8
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 8
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 8
Parametric Market Neutral Portfolio 8
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 8
Agf Investments Inc. 8
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 8
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 8
Janney Capital Management LLC 8
Aspect Partners, LLC 8
Nuveen Core Equity Alpha Fund 8
Profunds - Profund Vp Industrials 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 8
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 8
Gdl Fund 8
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 8
SummitTX Capital, L.P. 8
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 8
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 8
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 8
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
LM Advisors LLC 8
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 8
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 8
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 8
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 8
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 8
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 8
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 8
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 8
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 8
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 8
Transamerica Partners Funds Group Ii 8
Financial Network Wealth Advisors LLC 8
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 8
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 8
Transamerica Partners Funds Group 8
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 8
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 8
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 8
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 8
Sandler Capital Management 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 8
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 8
Treasurer of the State of North Carolina 8
Sachetta, LLC 8
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 8
Private Wealth Management Group, LLC 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 8
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 8
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 8
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 8
Boston Income Portfolio - Boston Income Portfolio 8
Princeton Global Asset Management LLC 8
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 8
Quest Investment Management Llc 8
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
Wealthfront Advisers Llc 8
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 8
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 8
Aberdeen Global Income Fund Inc 8
DiNuzzo Private Wealth, Inc. 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 8
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 8
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 8
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 8
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 8
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 8
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 8
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 8
Western Asset High Income Fund Ii Inc. 8
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 8
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 8
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 8
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 8
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 8
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 8
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 8
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 8
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 8
Ridgeworth Funds 8
Alera Investment Advisors, LLC 8
Vanguard Morgan Growth Fund 8
Norden Group Llc 8
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 8
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 8
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 8
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 8
HHM Wealth Advisors, LLC 8
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 8
Thoroughbred Financial Services, Llc 8
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 8
Envestnet Portfolio Solutions, Inc. 8
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 8
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 8
Qrg Capital Management, Inc. 8
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 8
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 8
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 8
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 8
Signition Lp 8
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 8
Legacy Financial Advisors, Inc. 8
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 8
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 8
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 8
Truewealth Llc 8
Merit Financial Group, LLC 8
Nissay Asset Management Corp /japan/ /adv 8
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 8
Caxton Associates Llp 8
Brasada Capital Management, Lp 8
One Wealth Advisors, LLC 8
Acorn Wealth Advisors, LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
Strategic Wealth Partners, Ltd. 8
Morton Brown Family Wealth, LLC 8
Mazama Capital Management Inc 8
Transce3nd, LLC 8
Confluence Wealth Services, Inc. 8
Garde Capital, Inc. 8
Globeflex Capital L P 8
General Motors Investment Management Corp 8
Wesbanco Bank Inc 8
Scout Investments, Inc. 8
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 8
Oak Thistle LLC 8
Waratah Capital Advisors Ltd. 8
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 8
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 8
Pinnacle Summer Investments, Inc. 8
Cooper Creek Partners Management Llc 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 7
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 7
Intrinsic Edge Capital Management LLC 7
Winch Advisory Services, LLC 7
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 7
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 7
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 7
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 7
MERVX - MERGER FUND VL - The Merger Fund VL 7
Perritt Capital Management Inc 7
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 7
Cupps Capital Management, LLC 7
Gilder Gagnon Howe & Co Llc 7
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 7
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 7
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 7
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 7
PSI Advisors, LLC 7
Roundview Capital LLC 7
Covington Capital Management 7
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 7
ULTRA SERIES FUND - Diversified Income Fund Class I 7
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 7
Ritholtz Wealth Management 7
Options Solutions, Llc 7
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 7
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 7
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 7
Maple Securities Usa Inc 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 7
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 7
Cassady Schiller Wealth Management, LLC 7
Sigma Planning Corp 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
Amica Mutual Insurance Co 7
Costello Asset Management, INC 7
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 7
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 7
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 7
WealthTrak Capital Management LLC 7
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 7
Capital Group KKR Multi-Sector (plus) 7
Dynamic Advisor Solutions LLC 7
Omnia Family Wealth, LLC 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 7
Jnl Series Trust - Jnl/crescent High Income Fund (a) 7
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 7
Eos Focused Equity Management, L.P. 7
Pinnacle Bancorp, Inc. 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
Orser Capital Management, Llc 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 7
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 7
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 7
Senator Investment Group LP 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 7
YorkBridge Wealth Partners, LLC 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
Howard Hughes Medical Institute 7
City Holding Co 7
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
Beacon Capital Management, LLC 7
HB Wealth Management, LLC 7
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7
Alpha Windward Llc 7
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 7
40 North Management LLC 7
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 7
Ab Pooling Portfolios 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
Baldwin Brothers Inc/ma 7
FRG Family Wealth Advisors LLC 7
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 7
First American Bank 7
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
Keeley-Teton Advisors, LLC 7
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 7
Achmea Investment Management B.V. 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 7
Quotient Investors, LLC 7
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 7
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 7
Equitable Holdings, Inc. 7
Advisory Alpha, LLC 7
Buckingham Strategic Partners 7
Evolution Wealth Advisors, LLC 7
K.J. Harrison & Partners Inc 7
MANA Advisors LLC 7
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 7
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 7
EXI - iSHARES TRUST - iShares Global Industrials ETF 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 7
Arrow Financial Corp 7
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 7
Nuveen S&p 500 Dynamic Overwrite Fund 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 7
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 7
Baader Bank INC 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
Passport Capital, LLC 7
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 7
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7
Vanguard Chester Funds 7
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 7
Wright Investors Service Inc 7
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 7
Minichmacgregor Wealth Management, Llc 7
Reynolds Capital Management Llc 7
Greenleaf Trust 7
Core Alternative Capital 7
Woodmont Investment Counsel Llc 7
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 7
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 7
Winfield Associates, Inc. 7
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 7
Gyon Technologies Capital Management, LP 7
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 7
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 7
MML Series Investment Fund II - MML Blend Fund Initial Class 7
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 7
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 7
IWB - iSHARES TRUST - iShares Russell 1000 ETF 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
Barings Global Short Duration High Yield Fund 7
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 7
Ferris Capital, Llc 7
Sandbar Asset Management LLP 7
Zions Bancorporation, National Association /ut/ 7
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 7
Eaton Vance Floating-rate 2022 Target Term Trust 7
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 7
FLDFX - Meeder Funds - BALANCED FUND Retail Class 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 7
Gabelli Global Small & Mid Cap Value Trust 7
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 7
Columbus Circle Investors 7
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 7
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 7
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 7
Munder Series Trust 7
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 7
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 7
Perkins Coie Trust Co 7
Harvest Management Llc 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
PRW Wealth Management LLC 7
Legacy Advisors, LLC 7
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 7
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 7
NSGRX - Northern Funds - Northern Small Cap Core Fund 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 7
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 7
Carolinas Wealth Consulting Llc 7
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 7
Growth Fund Of America 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 7
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 7
XR Securities LLC 7
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 7
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 7
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 7
Regent Peak Wealth Advisors LLC 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
Polymer Capital Management (US) LLC 7
Sierra Ocean, Llc 7
LKBAX - LKCM Funds - LKCM Balanced Fund 7
Mitchell Capital Management Co 7
Sugarloaf Wealth Management, LLC 7
LKFIX - LKCM Funds - LKCM Fixed Income Fund 7
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 7
Cornerstone Wealth Management, LLC 7
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
Simmons Bank 7
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 7
Ronit Capital LLP 7
Standard Family Office LLC 7
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 7
Origin Asset Management LLP 7
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 7
Emerald Investment Partners, Llc 7
Price Wealth Management, Inc. 7
Standard Life Investments LTD 7
Kistler-Tiffany Companies, LLC 7
Lighthouse Investment Partners, LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 7
Principia Wealth Advisory, LLC 7
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 7
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 7
Kentucky Retirement Systems Insurance Trust Fund 7
Investment Management Corp of Ontario 7
Nuveen Short Duration Credit Opportunities Fund 7
Warberg Asset Management LLC 7
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
Foundations Investment Advisors, LLC 7
Glg Inc. 7
Kentucky Retirement Systems 7
Toth Financial Advisory Corp 7
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
Connor Clark & Lunn Investment Management Ltd 7
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 7
Lenox Wealth Management, Inc. 7
Neo Ivy Capital Management 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
Seeyond 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 7
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 7
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
Tradition Wealth Management, LLC 7
East Coast Asset Management, LLC. 7
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 7
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 7
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 7
Worldquant Millennium Advisors Llc 7
Enlightenment Research, LLC 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
MU Investments Co., Ltd. 7
Advisors Capital Management, LLC 7
CTC Alternative Strategies, Ltd. 7
Bbva Usa 7
Wetzel Investment Advisors, Inc. 7
ACG Wealth 7
Advanced Series Trust - Ast Small-cap Value Portfolio 7
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 7
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
Mbb Public Markets I Llc 7
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 7
Sigma Capital Management Llc 7
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 7
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 7
Nvwm, Llc 7
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 7
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
VHYLX - VALIC Co I - High Yield Bond Fund 7
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 7
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 7
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 7
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
Highline Wealth Partners Llc 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
Interchange Capital Partners, LLC 7
Sittner & Nelson, Llc 7
Compass Wealth Management LLC 7
Transamerica Financial Advisors, Inc. 7
I.g. Investment Management, Ltd. 7
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 7
Mcdonald Partners Llc 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
Herndon Capital Management Llc 7
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 7
Lombard Odier Asset Management (Switzerland) SA 7
Adams Diversified Equity Fund, Inc. 7
Metis Global Partners, LLC 7
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 7
Axxcess Wealth Management, Llc 7
Apriem Advisors 7
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 7
AlphaOne Investment Services, LLC 7
Oaktree Capital Management Lp 7
New England Capital Financial Advisors LLC 7
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 7
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 7
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 7
Community Bank, N.A. 7
Friess Associates Llc 7
Johnson Investment Counsel Inc 7
Ivory Investment Management, Llc 7
Brown Advisory Securities, LLC 7
GM Advisory Group, Inc. 7
Cypress Capital Group 7
Frank, Rimerman Advisors LLC 7
Cartenna Capital, LP 7
CX Institutional 7
Zurich Insurance Group Ltd/FI 7
RBF Capital, LLC 7
Mendota Financial Group, LLC 7
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 7
Stoneridge Investment Partners Llc 7
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 7
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 7
Foresters Investment Management Company, Inc. 7
Beryl Capital Management LLC 7
Sierra Capital LLC 7
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 7
Sanders Morris Harris Llc 7
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 7
Kiley Juergens Wealth Management, Llc 7
SG Capital Management LLC 7
Capital International Sarl 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 7
Annapolis Financial Services, LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 7
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 7
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 7
Wasatch Advisors Inc 7
City National Bank 7
Horizons Etf Trust I 7
Western Asset Global Corporate Defined Opportunity Fund Inc. 7
Sentry Investment Management Llc 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 7
Simplicity Wealth,LLC 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 7
Gateway Investment Advisers Llc 7
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 7
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 7
Quantum Capital Management 7
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 7
GLG Partners LP 7
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 7
GPS Wealth Strategies Group, LLC 7
TradeLink Global Equity LLC 7
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 7
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 7
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 7
Wood Tarver Financial Group, LLC 7
Capital Wealth Planning, LLC 7
Activest Wealth Management 7
Capital International Inc /ca/ 7
Rialto Wealth Management, LLC 7
Evergreen Capital Management Llc 7
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 7
Moody Lynn & Lieberson, Llc 7
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 7
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 7
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 7
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 7
Gary Goldberg Planning Services Inc 7
Pensionmark Financial Group, Llc 7
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 7
Addison Advisors LLC 7
Guardian Life Insurance Co Of America 7
Angelo Gordon & Co., L.p. 7
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 7
Signet Financial Management, Llc 7
Blackstone Group Inc 7
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 7
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 7
Legg Mason Investment Counsel, LLC 7
Shapiro Robert N 7
Mfs Intermediate Income Trust 7
Fort, L.p. 7
Binnacle Investments Inc 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Third Point LLC 7
VisionPoint Advisory Group, LLC 7
Heartland Advisors Inc 7
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 7
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 7
HighVista Strategies LLC 7
Banque Pictet & Cie Sa 7
Claro Advisors LLC 7
GoalVest Advisory LLC 7
Legacy Financial Group LLC 7
Twin Capital Management Inc 7
Trust Co 7
Clark Capital Management Group, Inc. 7
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 7
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 7
NuWave Investment Management, LLC 7
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 7
Andra AP-fonden 7
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 7
Murchinson Ltd. 7
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 7
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF 7
Aspire Private Capital, LLC 7
Levin Capital Strategies, L.p. 7
Argent Capital Management Llc 7
Societe Generale 7
IFC Holdings Incorporated/FL 7
Tiaa Trust, National Association 7
Virginia Retirement System 7
VCGAX - VALIC Co I - Growth & Income Fund 7
Mar Vista Investment Partners Llc 7
Qtron Investments LLC 7
Herold Advisors, Inc. 7
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
Manchester Financial Inc 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 7
VGLSX - VALIC Co I - Global Strategy Fund 7
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 7
WMS Partners, LLC 7
Pennsylvania Trust Co 7
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 7
HFM Investment Advisors, LLC 7
Park Square Financial Group, LLC 7
Parkworth Wealth Management, Inc. 7
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 7
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 7
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 7
Bellwether Investment Group, LLC 7
Clearview Wealth Advisors LLC 7
Harbour Capital Advisors, LLC 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
Silicon Valley Capital Partners 7
Laurel Wealth Advisors LLC 7
BTG Pactual Global Asset Management Ltd 7
Jump Trading, LLC 7
Buckingham Strategic Wealth, Llc 7
Wilmington Funds Management Corp 7
WPG Advisers, LLC 7
Peddock Capital Advisors, Llc 7
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 7
Financial Advocates Investment Management 7
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 7
John Hancock Income Securities Trust 7
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 7
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 7
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 7
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 7
Edmond De Rothschild (suisse) S.a. 7
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 7
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 7
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 7
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 7
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 7
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 7
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 7
Castleview Partners, Llc 7
MML Series Investment Fund II - MML Equity Rotation Fund Class II 7
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 7
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 7
CCMG - EA Series Trust - CCM Global Equity ETF 7
Stifel Nicolaus & Co Inc \mo\ 7
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 7
Concurrent Investment Advisors, LLC 7
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 7
Gerstein Fisher 7
Corient Capital Partners, LLC 7
Xact Kapitalforvaltning AB 7
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 7
J.w. Cole Advisors, Inc. 7
Tsfg, Llc 7
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 7
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 7
Wellington Shields Capital Management, LLC 7
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 7
Savvy Advisors, Inc. 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Decker Retirement Planning Inc. 7
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 7
Western Asset Global High Income Fund Inc. 7
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 7
Global X Funds 7
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 7
Graticule Asia Macro Advisors LLC 7
Lynx Investment Advisory 7
Integrated Advisors Network LLC 7
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
Pnc Funds 7
Teton Westwood Funds 7
MUFG Securities EMEA plc 7
Oliver Luxxe Assets LLC 7
Dixon Hughes Goodman Wealth Advisors LLC 7
Strengthening Families & Communities, LLC 7
Quaker Wealth Management, LLC 7
Virtue Capital Management, LLC 7
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 7
Western Asset High Yield Defined Opportunity Fund Inc. 7
Whipplewood Advisors, LLC 7
Delpha Capital Management, Llc 7
Kohmann Bosshard Financial Services, LLC 7
Virtus Global Multi-sector Income Fund 7
Zwj Investment Counsel Inc 7
Forum Financial Management, LP 7
Icon Wealth Partners, LLC 7
Amica Retiree Medical Trust 7
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 7
Camarda Financial Advisors, LLC 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 7
Kaizen Advisory, Llc 7
Mv Capital Management, Inc. 7
Parisi Gray Wealth Management 7
Insight Capital Research & Management Inc 7
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 7
Boston Advisors Llc 7
Interval Partners, LP 7
Machina Capital S.a.s. 7
Greenwood Capital Associates Llc 7
Oppenheimer Global Multi Strategies Fund 7
Rathbone Brothers plc 7
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 7
Liberty Wealth Management Llc 7
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 7
Founders Financial Alliance, LLC 7
Firestone Capital Management 7
Cranbrook Wealth Management, LLC 7
Hanson & Doremus Investment Management 7
South Texas Money Management Ltd 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
Atlas Private Wealth Management 7
Kore Private Wealth LLC 7
Portside Wealth Group, LLC 7
Copeland Capital Management, LLC 7
Schafer Cullen Capital Management Inc 7
Hunting Hill Global Capital, LLC 7
Riverview Trust Co 7
McAdam, LLC 7
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
Coastal Bridge Advisors, LLC 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
First Capital Advisors Group, LLC. 7
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 7
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 7
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Bremer Trust National Association 7
Kestra Investment Management, LLC 7
Condor Capital Management 7
Plato Investment Management Ltd 7
Carillon Tower Advisers, Inc. 7
Financial Advisors Network, Inc. 7
Anfield Capital Management, LLC 7
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 7
Chicago Partners Investment Group LLC 7
Legato Capital Management LLC 7
NewEdge Wealth, LLC 7
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 7
Mckinley Capital Management Llc /delaware 7
Gryphon Financial Partners LLC 7
Heritage Wealth Management, Llc 7
Axiom International Investors Llc /de 7
PointState Capital LP 7
Reliance Trust Co Of Delaware 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 7
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 7
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 7
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 7
Kingdon Capital Management, L.l.c. 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 7
Empirical Finance, LLC 7
Team Hewins, LLC 7
Echo Street Capital Management LLC 7
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 7
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 7
Total Investment Management Inc 7
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 7
Perigon Wealth Management, LLC 7
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 7
Burney Co/ 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
Squar Milner Financial Services Llc 7
Hazlett, Burt & Watson, Inc. 7
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 7
Virtus Alternative Investment Advisers, Inc. 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 7
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 7
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 7
Ferguson Wellman Capital Management, Inc 7
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 7
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 7
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 7
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 7
WealthStone, Inc. 7
Lloyd Advisory Services, LLC. 7
Prescott Group Capital Management, L.l.c. 7
Bedel Financial Consulting, Inc. 7
Coastal Investment Advisors, Inc. 7
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 7
Atlas Private Wealth Advisors 7
Eubel Brady & Suttman Asset Management Inc 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 7
S&t Bank/pa 7
Westport Resources Management Inc 7
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 7
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 7
Dai-Ichi Life Insurance Company, Ltd 7
Apollon Wealth Management, LLC 7
Fort Washington Investment Advisors Inc /oh/ 7
Baillie Gifford & Co 7
1st Global Advisors, Inc. 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 7
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 7
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 7
Integral Derivatives, LLC 7
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 7
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 7
Tyers Asset Management LLC 7
Transamerica Partners Portfolios 7
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 7
Neuburgh Advisers LLC 7
Weaver Consulting Group 7
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 7
CNB Bank 7
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 7
Lucia Wealth Services, Llc 6
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 6
Putney Financial Group LLC 6
LGT Financial Advisors LLC 6
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 6
Vermillion Wealth Management, Inc. 6
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 6
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 6
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 6
Bailard, Inc. 6
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 6
TCTC Holdings, LLC 6
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 6
Kelly Lawrence W & Associates Inc/ca 6
LRI Investments, LLC 6
Avidian Wealth Solutions, LLC 6
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 6
Redhawk Wealth Advisors, Inc. 6
Fortis Capital Advisors, LLC 6
Register Financial Advisors LLC 6
Highland Capital Management Lp 6
Mill Creek Capital Advisors, LLC 6
Lombard Odier Asset Management (Europe) Ltd 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 6
First Command Advisory Services, Inc. 6
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 6
Bronson Point Management LLC 6
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 6
Bluefin Trading, LLC 6
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 6
Symmetry Peak Management Llc 6
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
Seminole Management Co., Inc. 6
Rocky Mountain Advisers, Llc 6
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 6
BOK Financial Private Wealth, Inc. 6
Park Avenue Institutional Advisers LLC 6
Douglass Winthrop Advisors, LLC 6
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 6
Kelly Financial Services LLC 6
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 6
Rampart Investment Management Company, LLC 6
Euclid Advisors LLC 6
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 6
First National Bank Of Omaha 6
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
Connors Investor Services Inc 6
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 6
Aureus Asset Management, LLC 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
Dubuque Bank & Trust Co 6
Lake Street Advisors Group, Llc 6
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 6
CapWealth Advisors, LLC 6
Masters Capital Management Llc 6
CR Intrinsic Investors, LLC 6
Patten Group, Inc. 6
Cannell Peter B & Co Inc 6
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
Cottage Street Advisors LLC 6
Advance Capital I Inc 6
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 6
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 6
STXG - EA Series Trust - Strive 1000 Growth ETF 6
Cleararc Capital Inc 6
Schonfeld Group Holdings LLC 6
Red Door Wealth Management, LLC 6
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 6
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 6
Todd Asset Management Llc 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 6
Chilton Investment Co Llc 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 6
Rotella Capital Management, Inc. 6
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 6
Mastrapasqua Asset Management Inc 6
Oak Ridge Investments Llc 6
Beacon Capital Management, Inc. 6
Grey Street Capital, LLC 6
Perpetual Ltd 6
Barrett & Company, Inc. 6
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 6
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
Carmignac Gestion 6
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 6
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 6
Lloyds Banking Group plc 6
Madison Investment Holdings Inc 6
Catapult Capital Management Llc 6
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 6
SWAN Capital LLC 6
Vanguard Windsor Funds 6
Beese Fulmer Investment Management, Inc. 6
Oakworth Capital, Inc. 6
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 6
Philadelphia Trust Co 6
Dialectic Capital Management, Lp 6
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 6
Ingalls & Snyder Llc 6
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 6
Caldwell Securities, Inc 6
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
3Chopt Investment Partners, LLC 6
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 6
Ashton Thomas Securities, Llc 6
Kms Financial Services, Inc 6
Aberdeen Asset Management Plc/uk 6
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 6
T. Rowe Price Investment Management, Inc. 6
Cornerstone Investment Partners, LLC 6
Fairscale Capital, LLC 6
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 6
Smith, Moore & Co. 6
Mirador Capital Partners LP 6
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 6
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 6
Skylands Capital, LLC 6
Clifford Swan Investment Counsel Llc 6
Rakuten Investment Management, Inc. 6
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 6
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 6
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 6
Delphi Private Advisors LLC 6
Everett Harris & Co /ca/ 6
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 6
Clarkston Capital Partners, LLC 6
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 6
West Paces Advisors Inc. 6
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 6
Wilmington Trust, National Association 6
Impact Partnership Wealth, LLC 6
Bragg Financial Advisors, Inc 6
QUANTRES ASSET MANAGEMENT Ltd 6
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 6
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 6
Elite Wealth Management, Inc. 6
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 6
Ibex Wealth Advisors 6
Atticus Wealth Management, Llc 6
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 6
Van Hulzen Asset Management, LLC 6
SkyOak Wealth, LLC 6
Clough Capital Partners L P 6
Mission Wealth Management, Lp 6
Nemes Rush Group LLC 6
Private Wealth Asset Management, LLC 6
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 6
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 6
New Wave Wealth Advisors Llc 6
Amica Pension Fund Board Of Trustees 6
Diamond Hill Capital Management Inc 6
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 6
Apex Capital Management 6
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 6
Radnor Capital Management, LLC 6
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 6
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 6
Private Advisory Group LLC 6
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 6
Bulldog Investors, LLP 6
Mpwm Advisory Solutions, Llc 6
Key FInancial Inc 6
Y.D. More Investments Ltd 6
River Wealth Advisors LLC 6
Ckw Financial Group 6
Marks Group Wealth Management, Inc 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
Glenview Trust Co 6
Polianta Ltd 6
CBIZ Investment Advisory Services, LLC 6
Symmetry Partners, LLC 6
Meridian Wealth Management, LLC 6
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 6
Nova Wealth Management, Inc. 6
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 6
Fidelity Multi-Strategy Credit Fund 6
Destination Wealth Management 6
Cambridge Trust Co 6
Wilmington Trust Co 6
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
AllSquare Wealth Management LLC 6
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 6
Stanley-Laman Group, Ltd. 6
Valued Wealth Advisors LLC 6
Walthausen & Co., LLC 6
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 6
Soltis Investment Advisors LLC 6
Comerica Securities Inc 6
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 6
Old North State Trust, LLC 6
New Perspective Fund 6
L2 Asset Management, LLC 6
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 6
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 6
Doyle Wealth Management 6
Ridgewood Investments LLC 6
Fortaleza Asset Management Inc/ 6
Accent Capital Management, LLC 6
Global Financial Private Capital, LLC 6
Vivaldi Capital Management, LLC 6
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 6
Essex Savings Bank 6
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 6
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 6
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 6
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 6
Argent Trust Co 6
Ikos Cif Ltd 6
Fortis Capital Management LLC 6
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 6
Regal Wealth Group, Inc. 6
Tiaa, Fsb 6
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 6
Appian Way Asset Management LP 6
HGC Investment Management Inc. 6
Garner Asset Management Corp 6
EPG Wealth Management LLC 6
Bramshill Investments, LLC 6
Net Worth Advisory Group 6
Bellevue Asset Management, Llc 6
Donoghue Forlines LLC 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
Pineridge Advisors LLC 6
Capital Advisory Group Advisory Services, LLC 6
Flow Traders U.s. Llc 6
Aristides Capital LLC 6
Turim 21 Investimentos Ltda. 6
Close Asset Management Ltd 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 6
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 6
Pacific Capital Wealth Advisors, Inc 6
WoodTrust Financial Corp 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 6
Tower View Investment Management & Research LLC 6
Port Capital LLC 6
Norinchukin Bank, The 6
Deseret Mutual Benefit Administrators 6
RFG Advisory, LLC 6
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
Hurley Capital, LLC 6
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 6
Parvin Asset Management, LLC 6
Boussard & Gavaudan Investment Management LLP 6
One Capital Management, LLC 6
Argent Advisors, Inc. 6
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 6
Hl Financial Services Llc 6
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 6
DSAM Partners (London) Ltd 6
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 6
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 6
Brant Point Investment Management Llc 6
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 6
FSA Wealth Management LLC 6
PFG Advisors 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 6
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 6
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 6
Quadrant Private Wealth Management, LLC 6
VVSCX - VALIC Co I - Small Cap Value Fund 6
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 6
Total Clarity Wealth Management, Inc. 6
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 6
Leuthold Group, Llc 6
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 6
Engrave Wealth Partners LLC 6
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 6
Burleson & Company, LLC 6
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 6
Strategic Wealth Advisors Group, LLC 6
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 6
Beacon Pointe Advisors, LLC 6
Corsair Capital Management, L.p. 6
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 6
Amerivest Investment Management LLC 6
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 6
Bruderman Asset Management, LLC 6
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 6
Voya Financial Advisors, Inc. 6
Vise Technologies, Inc. 6
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 6
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 6
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 6
Winton Capital Management Ltd 6
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
Cullen Capital Management, LLC 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
Allianzgi Convertible & Income 2024 Target Term Fund 6
Monashee Investment Management LLC 6
Chicago Capital, LLC 6
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 6
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 6
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 6
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 6
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 6
Centre Asset Management, LLC 6
Optimal Asset Management, Inc. 6
Symphony Financial, Ltd. Co. 6
Alpine Associates Management Inc. 6
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 6
Prudential Global Short Duration High Yield Fund, Inc. 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
tru Independence LLC 6
FAINX - MSS Series Trust - Fallen Angels Income Fund 6
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 6
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 6
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 6
Delos Wealth Advisors, LLC 6
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 6
CHICAGO TRUST Co NA 6
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 6
Sun Life Financial Inc 6
Albion Financial Group /ut 6
Allianzgi Equity & Convertible Income Fund 6
Legacy Wealth Managment, LLC/ID 6
Baupost Group Llc/ma 6
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 6
Exxonmobil Investment Management Inc /tx 6
Pacitti Group Inc. 6
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 6
Williams Jones Wealth Management, LLC. 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
Hennessy Advisors Inc 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
Personal Cfo Solutions, Llc 6
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 6
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 6
CQS Cayman LP 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
Ceredex Value Advisors LLC 6
CrestPoint Capital Management, LLC 6
Southeast Asset Advisors Inc. 6
Nachman Norwood & Parrott, Inc 6
B & T Capital Management DBA Alpha Capital Management 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
Legacy Private Trust Co. 6
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 6
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 6
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 6
Nuveen Nasdaq 100 Dynamic Overwrite Fund 6
Resona Asset Management Co.,Ltd. 6
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 6
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 6
First PREMIER Bank 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Nuveen Global High Income Fund 6
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 6
Ada Investment Management, LP 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
First Financial Corp /in/ 6
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 6
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 6
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 6
First Heartland Consultants, Inc. 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
Angeles Wealth Management, Llc 6
Waddell & Reed Advisors Funds 6
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 6
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 6
CarsonAllaria Wealth Management, Ltd. 6
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
IMS Capital Management 6
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 6
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 6
Welch & Forbes Llc 6
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 6
Main Street Group, LTD 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 6
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 6
Worth Asset Management, LLC 6
Lmcg Investments, Llc 6
AssuredPartners Investment Advisors, LLC 6
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 6
Bowen Hanes & Co Inc 6
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 6
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 6
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 6
Eastern Bank 6
Capital Directions Investment Advisors, LLC 6
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 6
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 6
ULTRA SERIES FUND - Core Bond Fund Class I 6
OneAscent Financial Services LLC 6
Jump Trading, Llc 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
Kwmg, Llc 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
Asset Planning,Inc 6
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 6
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 6
Qci Asset Management Inc/ny 6
Shinko Asset Management Co., Ltd. 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
John Hancock Collateral Trust - John Hancock Collateral Trust 6
1st Source Bank 6
NorthCrest Asset Manangement, LLC 6
Catawba Capital Management /va 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
Gleason Group, Inc. 6
Griffin Asset Management, Inc. 6
SILVER OAK SECURITIES, Inc 6
Capital Group Private Client Services, Inc. 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 6
Headinvest, Llc 6
Concorde Asset Management, LLC 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
Ativo Capital Management LLC 6
Next Financial Holdings 6
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 6
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 6
Viking Global Investors Lp 6
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 6
Bremer Bank National Association 6
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 6
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 6
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 6
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 6
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 6
Royce Micro-cap Trust, Inc /md/ 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
Mizuho Asset Management Co.,Ltd. 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
First Trust High Yield Opportunities 2027 Term Fund 6
ClearAlpha Technologies LP 6
Klingenstein Fields & Co Lp 6
Great Valley Advisor Group, Inc. 6
Easterly Investment Partners Llc 6
Tcw Strategic Income Fund Inc 6
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 6
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 6
Samlyn Capital, Llc 6
Isthmus Partners, Llc 6
Cypress Capital Management LLC (WY) 6
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 6
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 6
Chilton Capital Management Llc 6
Intersect Capital LLC 6
Delaware Enhanced Global Dividend & Income Fund 6
Congress Wealth Management LLC / DE / 6
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 6
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 6
Horizon Investments, LLC 6
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
TradeLink Capital LLC 6
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 6
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 6
Quilter Plc 6
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 6
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 6
Dixon Hubard Feinour & Brown Inc/va 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
Cutter & CO Brokerage, Inc. 6
Denver Investment Advisors Llc 6
Rockefeller Financial Services Inc 6
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 6
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Conning Inc. 6
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 6
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 6
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 6
Biltmore Capital Advisors LLC 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
Davy Global Fund Management Ltd 6
Executive Wealth Management, LLC 6
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 6
Waldron Private Wealth LLC 6
Athena Capital Advisors Llc 6
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 6
Albar Capital Ltd 6
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 6
Quest Capital Management Inc /adv 6
Peapack Gladstone Financial Corp 6
City State Bank 6
ProVise Management Group, LLC 6
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 6
Northwest Financial Advisors 6
Cim Investment Mangement Inc 6
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 6
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 6
MONECO Advisors, LLC 6
Westend Capital Management LLC 6
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
MorganRosel Wealth Management, LLC 6
Clare Market Investments LLC 6
Pinnbrook Capital Management Lp 6
Texas Yale Capital Corp. 6
Ascent Group, LLC 6
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 6
Union Bancaire Privee, UBP SA 6
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 6
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 6
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 6
Lafitte Capital Management LP 6
E Fund Management Co., Ltd. 6
Strategic Blueprint, LLC 6
Pioneer Diversified High Income Trust 6
Symmetry Investments LP 6
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 6
YHB Investment Advisors, Inc. 6
Steinberg Global Asset Management 6
Golden State Equity Partners 6
E. Ohman J:or Asset Management AB 6
Intact Investment Management Inc. 6
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 6
Opal Wealth Advisors, LLC 6
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 6
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 6
AIA Group Ltd 6
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 6
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 6
Capital International Ltd /ca/ 6
Supplemental Annuity Collective Trust of NJ 6
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 6
Dagco, Inc. 6
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 6
Global Wealth Management Investment Advisory, Inc. 6
Natixis Investment Managers International 6
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 6
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 6
Barrett Asset Management, LLC 6
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 6
Resolute Advisors LLC 6
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 6
True Link Financial Advisors, LLC 6
Vicus Capital 6
Breton Hill Capital Ltd. 6
Vectors Research Management, LLC 6
Wedmont Private Capital 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 6
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 6
Colonial Trust Advisors 6
Rossby Financial, LCC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 6
Ossiam 6
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 6
Lourd Capital, LLC 6
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 6
Bay Harbor Wealth Management, LLC 6
Teton Advisors, Inc. 6
Ghisallo Capital Management LLC 6
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
Semmax Financial Advisors Inc. 6
NinePointTwo Capital 6
Insight Select Income Fund 6
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 6
Orion Capital Management LLC 6
SHLD - Victory Portfolios II - VictoryShares Protect America ETF 6
Doubleline Income Solutions Fund 6
Cove Street Capital, LLC 6
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 6
B. Metzler seel. Sohn & Co. Holding AG 6
Innealta Capital, Llc 6
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 6
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 6
Western Asset High Income Opportunity Fund Inc. 6
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 6
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 6
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 6
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
PGIM Short Duration High Yield Opportunities Fund 6
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 6
Connectus Wealth, LLC 6
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 6
B. Metzler seel. Sohn & Co. AG 6
Capitolis Advisors LLC 6
AXS Investments LLC 6
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Clarus Wealth Advisors 6
Lombardia Capital Partners Llc 6
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 6
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 6
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 6
Keeler THomas Management LLC 6
Clear Harbor Asset Management, LLC 6
Hallmark Capital Management Inc 6
Capital Management Associates /ny/ 6
Trilogy Capital Inc. 6
Independence Bank of Kentucky 6
Trust Co Of Toledo Na /oh/ 6
AQGNX - AQR Funds - AQR Global Equity Fund Class N 6
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 6
Holistic Financial Partners 6
Bank of Jackson Hole Trust 6
Trustcore Financial Services, Llc 6
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 6
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 6
Redwood Investment Management, Llc 6
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 6
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 6
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 6
PPM Funds - PPM Floating Rate Income Fund (Inst) 6
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 6
Stratos Wealth Advisors, LLC 6
Miles Capital, Inc. 6
Snow Capital Management Lp 6
Poehling Capital Management, LLC 6
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 6
Thomasville National Bank 6
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 6
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 6
Dogwood Wealth Management LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 6
Brown, Lisle/cummings, Inc. 6
Shellback Capital, LP 6
Partners Capital Investment Group, Llp 6
Sheaff Brock Investment Advisors, LLC 6
Drive Wealth Management, Llc 6
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 6
Genesee Valley Trust Co 6
Granite Investment Partners, LLC 6
Tributary Capital Management, LLC 6
Renaissance Group Llc 6
Sawgrass Asset Management Llc 6
MYDA Advisors LLC 6
VCULX - VALIC Co I - Growth Fund 6
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 6
Carnegie Capital Asset Management, LLC 6
PENN SERIES FUNDS INC - Quality Bond Fund 6
Armstrong Advisory Group, Inc 6
Kilter Group LLC 6
Reinhart Partners, Inc. 6
Gerber Kawasaki Wealth & Investment Management 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
Vivaldi Asset Management, LLC 6
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 6
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 6
Fidelis Capital Partners, LLC 6
Blackhawk Capital Partners LLC. 6
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 6
FDO Partners, LLC 6
Coastline Trust Co 6
Formidable Asset Management, LLC 6
Forsta Ap-fonden 6
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 6
Clarius Group, LLC 6
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 6
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 6
BFOR - ALPS ETF Trust - Barron's 400 ETF 6
Roble, Belko & Company, Inc 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 6
NorthRock Partners, LLC 6
Davidson Kempner Capital Management Lp 6
Brewin Dolphin Wealth Management Ltd 6
Providence Capital Advisors, LLC 6
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 6
Exos TFP Holdings LLC 6
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 6
Bleakley Financial Group, LLC 6
Vanguard Whitehall Funds 6
Cassaday & Co Wealth Management LLC 6
Lodge Hill Capital, LLC 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
Bollard Group LLC 6
AMCPX - AMCAP FUND - AMCAP FUND Class A 6
Canyon Capital Advisors Llc 6
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 6
Aristotle Capital Management, LLC 6
SYSTM Wealth Solutions LLC 6
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 6
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 6
Impala Asset Management LLC 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
Busey Wealth Management 6
West Family Investments, Inc. 6
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 6
Telemetry Investments, L.L.C. 6
Cognios Capital, LLC 6
LBA Wealth Management, LLC 6
Watts Gwilliam & Co., LLC 6
Stonnington Group, Llc 6
Romano Brothers And Company 6
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 6
Pinkerton Retirement Specialists, LLC 6
Plancorp, LLC 6
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 6
ACK Asset Management LLC 6
Cedar Wealth Management, LLC 6
HWG Holdings LP 6
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 6
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 6
Moran Wealth Management, LLC 6
Dynamic Capital Management Ltd 6
Williams Jones & Associates LLC 6
Governors Lane LP 6
Oversea-Chinese Banking CORP Ltd 6
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 6
ISAM Funds (UK) Ltd 6
Rainier Investment Management Llc 6
Cambria Investment Management, L.P. 6
Allstate Investment Management Co 6
Hawk Ridge Capital Management Lp 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
PartnerRe Asset Management CORP 6
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 6
Frontier Wealth Management LLC 5
Almanack Investment Partners, LLC. 5
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 5
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 5
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 5
Old Point Trust & Financial Services N A 5
Ford Financial Group, LLC 5
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 5
Santori & Peters, Inc. 5
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 5
Canton Hathaway, LLC 5
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 5
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 5
Eisler Capital (UK) Ltd. 5
DecisionPoint Financial, LLC 5
ULTRA SERIES FUND - High Income Fund Class I 5
Stephens Investment Management Group LLC 5
UNIVEST FINANCIAL Corp 5
Ohio National Investments, Inc. 5
Pacific Center for Financial Services 5
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 5
Suffolk Capital Management Llc 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
Flaharty Asset Management, LLC 5
Orrstown Financial Services Inc 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
Neville Rodie & Shaw Inc 5
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 5
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 5
Patton Fund Management, Inc. 5
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 5
Marquette Asset Management, LLC 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Hengehold Capital Management Llc 5
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 5
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 5
Selective Wealth Management, Inc. 5
Kingfisher Capital LLC 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 5
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 5
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 5
Certified Advisory Corp 5
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 5
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 5
Fund Management at Engine No. 1 LLC 5
Lincoln National Corp 5
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 5
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 5
Arden Trust Co 5
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 5
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 5
Tiemann Investment Advisors, Llc 5
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 5
American Research & Management Co. 5
Cubic Asset Management, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
Am Investment Strategies Llc 5
Thor Advisors, Llc 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Fairman Group, LLC 5
Level Four Advisory Services, Llc 5
Wealth Alliance 5
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 5
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 5
Old Dominion Capital Management Inc 5
Fulcrum Asset Management LLP 5
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 5
Retirement Planning Co of New England, Inc. 5
Aviance Capital Management, Llc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
Brandes Investment Partners, Lp 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 5
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 5
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 5
WFA of San Diego, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 5
Modern Wealth Management, LLC 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
Quest 10 Wealth Builders, Inc. 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 5
Rockbridge Investment Management, LCC 5
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 5
Guyasuta Investment Advisors Inc 5
Stonegate Investment Group, LLC 5
Bbr Partners, Llc 5
First Pacific Advisors, LP 5
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 5
MainStreet Investment Advisors LLC 5
Principal Street Partners, LLC 5
Mowery & Schoenfeld Wealth Management, LLC 5
GATEX - Gateway Trust - Gateway Fund Class A Shares 5
Inscription Capital, LLC 5
Empire Life Investments Inc. 5
Blackrock 2022 Global Income Opportunity Trust 5
Serengeti Asset Management LP 5
Corbenic Partners LLC 5
Fs Credit Income Fund 5
Parsons Capital Management Inc/ri 5
Trustmark National Bank Trust Department 5
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 5
Sustainable Insight Capital Management, LLC 5
Us Global Investors Funds 5
James Hambro & Partners 5
Sabal Trust CO 5
BKM Wealth Management, LLC 5
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
Nbt Bank N A /ny 5
McElhenny Sheffield Capital Management, LLC 5
Fieldview Capital Management, LLC 5
Tyler-Stone Wealth Management 5
Himco Variable Insurance Trust 5
Putnam ETF Trust - Putnam ESG High Yield ETF - 5
FormulaFolio Investments, LLC 5
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 5
Torch Wealth Management LLC 5
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 5
Beverly Hills Private Wealth, LLC 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 5
Cumberland Partners Ltd 5
Wellington Shields & Co., LLC 5
Empirical Asset Management, LLC 5
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 5
Canada Post Corp Registered Pension Plan 5
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 5
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 5
Pinnacle Holdings, LLC 5
Moseley Investment Management Inc 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 5
Glaxis Capital Management, LLC 5
Haberer Registered Investment Advisor Inc 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 5
Stonebridge Financial Group, LLC 5
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 5
Asset Advisors Investment Management, LLC 5
Mercer Capital Advisers, Inc. 5
180 Wealth Advisors, Llc 5
Bardin Hill Management Partners Lp 5
Cornerstone Total Return Fund Inc 5
Total Wealth Planning & Management, Inc. 5
Sageworth Trust Co of South Dakota 5
Cornerstone Strategic Value Fund Inc 5
Hexavest Inc. 5
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 5
SSO - PROSHARES TRUST - ProShares Ultra S&P500 5
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 5
Western Asset Diversified Income Fund 5
Hartford Financial Management Inc. 5
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 5
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 5
Dunhill Financial, LLC 5
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 5
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 5
Pentwater Capital Management LP 5
Royce Value Trust Inc 5
Signature Estate & Investment Advisors Llc 5
My Personal CFO, LLC 5
Kb Financial Partners, Llc 5
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 5
Cordasco Financial Network 5
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 5
STRV - EA Series Trust - Strive 500 ETF 5
Joseph P. Lucia & Associates, LLC 5
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 5
Alerus Investment Advisors Corp 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
Kodai Capital Management LP 5
Covenant Asset Management, LLC 5
New Age Alpha Advisors, LLC 5
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
FSC Wealth Advisors, LLC 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 5
RiverPark Advisors, LLC 5
Holloway Wealth Management, LLC 5
Capital Investment Advisory Services, LLC 5
Obermeyer Wood Investment Counsel, Lllp 5
Boston Trust Walden Corp 5
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 5
First Western Trust Bank 5
Siemens Fonds Invest GmbH 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
Legacy Bridge, LLC 5
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 5
First Midwest Bank Trust Division 5
St Germain D J Co Inc 5
Wright Managed Equity Trust 5
Financial Perspectives, Inc 5
Princeton Capital Management Llc 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
Lake Street Financial Llc 5
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 5
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 5
SRB Corp 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Professional Planning 5
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 5
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 5
Union Savings Bank 5
Acrisure Capital Management, LLC 5
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 5
Next Century Growth Investors Llc 5
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 5
Biltmore Family Office, LLC 5
NEOS Investment Management LLC 5
Sheets Smith Wealth Management 5
Frazier Financial Advisors, LLC 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
RPG Investment Advisory, LLC 5
Bray Capital Advisors 5
Mengis Capital Management, Inc. 5
Roubaix Capital, LLC 5
KG&L Capital Management,LLC 5
Farr Miller & Washington Llc/dc 5
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 5
Hc Financial Advisors Inc 5
Paradigm Capital Management Inc/ny 5
Oxbow Advisors, LLC 5
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 5
GFG Capital, LLC 5
CPI - IndexIQ ETF Trust - IQ Real Return ETF 5
JT Stratford LLC 5
Tidemark, LLC 5
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 5
Northwest Wealth Management, Llc 5
Spdr S&p 500 Etf Trust 5
Welch Group, LLC 5
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 5
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 5
Narwhal Capital Management 5
Joel Isaacson & Co., LLC 5
Farmers & Merchants Trust Co of Chambersburg PA 5
Mairs & Power Inc 5
ArrowMark Colorado Holdings LLC 5
Lucus Advisors Llc 5
Stelac Advisory Services LLC 5
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
Eaton Vance Floating-rate Income Plus Fund 5
Ten Capital Wealth Advisors, LLC 5
Bnc Wealth Management, Llc 5
Oxford Financial Group Ltd 5
Carolina Wealth Advisors, LLC 5
Frontier Capital Management Co Llc 5
Proffitt & Goodson Inc 5
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 5
Mascoma Wealth Management LLC 5
Koss-Olinger Consulting, LLC 5
PWS - Pacer Funds Trust - Pacer WealthShield ETF 5
Bks Advisors, Llc 5
Garrett Wealth Advisory Group, LLC 5
First Command Financial Services, Inc. 5
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
First Command Bank 5
iA Global Asset Management Inc. 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 5
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 5
Alpine Woods Capital Investors, Llc 5
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 5
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 5
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 5
Paragon Capital Management LLC 5
SignalPoint Asset Management, LLC 5
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 5
Yarbrough Capital, LLC 5
Perennial Investment Advisors, LLC 5
Samalin Investment Counsel, LLC 5
BCJ Capital Management, LLC 5
Pacifica Partners Inc. 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
Capital Investment Advisors, LLC 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 5
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 5
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 5
Vaughan Nelson Investment Management, L.p. 5
North Capital, Inc. 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
Telemark Asset Management, LLC 5
Ardsley Advisory Partners Lp 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 5
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 5
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 5
Peregrine Asset Advisers, Inc. 5
WealthTrust Axiom LLC 5
Traub Capital Management LLC 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
Asset Management Corp /il/ /adv 5
Asset Planning Services, Ltd. 5
Kingswood Wealth Advisors, Llc 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
Bamco Inc /ny/ 5
AustralianSuper Pty Ltd 5
VSTIX - VALIC Co I - Stock Index Fund 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
Becker Capital Management Inc 5
Pictet & Cie (Europe) SA 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
Fdp Series, Inc. 5
Lakeview Capital Partners, LLC 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 5
Estabrook Capital Management 5
Wayfinding Financial, LLC 5
Private Capital Management, LLC 5
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 5
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 5
Well Done, LLC 5
MML Series Investment Fund II - MML Equity Fund Initial Class 5
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 5
Blue Fin Capital, Inc. 5
Capital A Wealth Management, LLC 5
GKV Capital Management Co., Inc. 5
IMG Wealth Management, Inc. 5
Financial Engines Advisors L.L.C. 5
Tiedemann Advisors, Llc 5
Price Michael F 5
Pathway Financial Advisors LLC 5
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 5
Symphony Asset Management Llc 5
Quotient Wealth Partners, LLC 5
Lake Point Wealth Management 5
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
Century Capital Management, LLC 5
Coe Capital Management, LLC 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
Strategic Investment Solutions, Inc. /IL 5
LifeSteps Financial, Inc. 5
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 5
Sea Otter Advisors LLC 5
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5
Polen Capital Management Llc 5
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 5
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF 5
Iron Horse Wealth Management, LLC 5
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 5
Cfm Wealth Partners Llc 5
WESPAC Advisors SoCal, LLC 5
Smith, Salley & Associates 5
Old Second National Bank Of Aurora 5
Beck Capital Management, Llc 5
FT Options LLC 5
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
Wilmington Trust Investment Management, LLC 5
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 5
Calamos Wealth Management LLC 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
Wintrust Investments Llc 5
TrueWealth Advisors, LLC 5
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 5
Atomi Financial Group, Inc. 5
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 5
First Commonwealth Financial Corp /pa/ 5
IFS Advisors, LLC 5
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
Delphi Management Inc /ma/ 5
Solaris Asset Management Llc 5
Fort Baker Capital Management LP 5
Pillar Pacific Capital Management Llc 5
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 5
MRP Capital Investments, LLC 5
Bain Capital Public Equity Management Ii, Llc 5
Farringdon Capital, Ltd. 5
Exane Derivatives 5
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 5
Alerus Financial Na 5
OTA Financial Group L.P. 5
Eaton Vance Tax Advantaged Global Dividend Income Fund 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5
Karlinski Andrew C 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 5
Empower Advisory Group, LLC 5
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 5
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 5
MTM Investment Management, LLC 5
Boyd Watterson Asset Management Llc/oh 5
Wealthbridge Capital Management, Llc 5
Journey Strategic Wealth Llc 5
Amplius Wealth Advisors, LLC 5
Global Wealth Strategies & Associates 5
Edge Capital Group, LLC 5
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
Northpointe Capital Llc 5
Portman Square Capital LLP 5
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 5
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Caldwell & Orkin Inc 5
Winnow Wealth Llc 5
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
Berbice Capital Management LLC 5
Woodard & Co Asset Management Group Inc /adv 5
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 5
Syntal Capital Partners, LLC 5
Twin Securities, Inc. 5
Legal Advantage Investments, Inc. 5
Brandywine Oak Private Wealth Llc 5
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 5
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 5
Howland Capital Management Llc 5
Tide Point Capital Management, Lp 5
River Road Asset Management, LLC 5
Czech National Bank 5
Antonetti Capital Management LLC 5
Cynosure Management, Llc 5
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 5
Your Advocates Ltd., LLP 5
Bristlecone Advisors, LLC 5
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 5
Allen Investment Management LLC 5
McAdams Wright Ragen, Inc. 5
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 5
Bouvel Investment Partners, LLC 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 5
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 5
Institutional Investment Strategy Fund 5
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 5
America First Investment Advisors, LLC 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
Bangor Savings Bank 5
Diversify Wealth Management, Llc 5
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 5
Overland Advisors, LLC 5
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 5
Syverson Strege & Co 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 5
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5
Channing Capital Management, LLC 5
BlueCrest Capital Management LLP 5
Ifrah Financial Services, Inc. 5
WestEnd Advisors, LLC 5
Searle & Co. 5
Mondrian Investment Partners LTD 5
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 5
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 5
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 5
Select Equity Group, L.P. 5
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 5
Dreman Value Management, L L C 5
FirstMerit Bank N A Trustee 5
Jarislowsky, Fraser Ltd 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 5
Guardian Investor Services Llc 5
Northwest Investment Counselors, Llc 5
Achievement Holdings L.P. 5
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 5
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 5
Nalls Sherbakoff Group, Llc 5
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 5
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5
Salomon & Ludwin, LLC 5
Mariner Wealth Advisors-NYC, LLC 5
Rothschild Investment Corp /il 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Marsico Capital Management Llc 5
Weil Company, Inc. 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
Mizuho Securities Usa Llc 5
Nippon Life Global Investors Americas, Inc. 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 5
New England Securities Corp /MA/ 5
Modus Advisors, LLC 5
Cadence Bank Na 5
Chung Wu Investment Group, LLC 5
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 5
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 5
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 5
SWS Partners 5
TD Securities (USA) LLC 5
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 5
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 5
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 5
Unique Wealth Strategies, LLC 5
Trivant Custom Portfolio Group, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
Bank Of Nova Scotia Trust Co 5
Frisch Financial Group, Inc. 5
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 5
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 5
PENN SERIES FUNDS INC - Index 500 Fund 5
Clearbridge, Llc 5
PDS Planning, Inc 5
Nelson Capital Management, LLC 5
111 Capital 5
Lebenthal Global Advisors, LLC 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
Radcliffe Capital Management, L.P. 5
Mount Lucas Management LP 5
Altus Wealth Group LLC 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
Ewa, Llc 5
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 5
TCG Advisory Services, LLC 5
Blackrock Multi-sector Opportunities Trust 5
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 5
Semanteon Capital Management, LP 5
Coppell Advisory Solutions Corp. 5
Charter Oak Capital Management, LLC 5
Chesley Taft & Associates LLC 5
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 5
Capital Group Investment Management Pte. Ltd. 5
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 5
Atlantic Private Wealth, LLC 5
Cion Ares Diversified Credit Fund 5
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
Hills Bank & Trust Co 5
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 5
Needham Investment Management Llc 5
Concert Wealth Management Inc. 5
Brookside Capital Management Llc 5
AIA Investment Management Private Ltd 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
Heck Capital Advisors, LLC 5
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
Morningstar Investment Management LLC 5
La Banque Postale Asset Management SA 5
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
Vinva Investment Management Ltd 5
Synergy Financial Management, LLC 5
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5
PFG Investments, LLC 5
Archford Capital Strategies, LLC 5
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 5
Maplelane Capital, Llc 5
High Point Bank & Trust Co 5
RFP Financial Group LLC 5
CWA Asset Management Group, LLC 5
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 5
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 5
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 5
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 5
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 5
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
Permanens Capital L.P. 5
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 5
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 5
Psagot Investment House Ltd. 5
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 5
Cary Street Partners Financial Llc 5
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 5
Icon Wealth Advisors, LLC 5
Frontier Investment Mgmt Co 5
Usa Mutuals Advisors, Inc. 5
Corient IA LLC 5
Longboard Asset Management, LP 5
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 5
LVW Advisors, LLC 5
Cyndeo Wealth Partners, LLC 5
TD Capital Management LLC 5
Susquehanna International Group Ltd. 5
ICONIQ Capital, LLC 5
Columbia Partners L L C Investment Management 5
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 5
Us Financial Advisors, Llc 5
CoreFirst Bank & Trust 5
Gables Capital Management Inc. 5
Pioneer High Income Trust 5
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 5
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 5
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 5
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 5
AMG National Trust Bank 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
Wealthspring Capital LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 5
Permian Investment Partners, LP 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 5
VCSVX - VALIC Co II - Small Cap Value Fund 5
Braun-Bostich & Associates Inc. 5
Fma Advisory Inc 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
Ipswich Investment Management Co., Inc. 5
Cm Wealth Advisors Llc 5
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 5
Spears Abacus Advisors LLC 5
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5
Alpha DNA Investment Management LLC 5
Lebenthal Asset Management, LLC 5
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 5
Deroy & Devereaux Private Investment Counsel Inc 5
Wbh Advisory Inc 5
Adirondack Trust Co 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
Rodgers Brothers Inc. 5
ENDW - EA Series Trust - Cambria Endowment Style ETF 5
Investors Capital Advisory Services 5
Mascagni Wealth Management, Inc. 5
Horizon Investment Services, LLC 5
Capital Group KKR Core Plus (plus) 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 5
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 5
Delek Group, Ltd. 5
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 5
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 5
Fiduciary Group LLC 5
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 5
Safeguard Investment Advisory Group, LLC 5
Meeder Advisory Services, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5
Factory Mutual Insurance Co 5
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 5
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 5
Gitterman Wealth Management, LLC 5
Glass Jacobson Investment Advisors llc 5
Clearline Capital LP 5
Diversify Advisory Services, LLC 5
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
Asahi Life Asset Management Co., Ltd. 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
Magnus Financial Group LLC 5
B.O.S.S. Retirement Advisors, LLC 5
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 5
Custom Index Systems, Llc 5
Affinity Investment Advisors, Llc 5
Wakefield Asset Management LLLP 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 5
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 5
Richard W. Paul & Associates, LLC 5
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 5
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 5
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 5
ICA Group Wealth Management, LLC 5
W.G. Shaheen & Associates DBA Whitney & Co 5
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 5
Little House Capital Llc 5
Tru Independence Asset Management 2, Llc 5
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 5
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 5
RiverFront Investment Group, LLC 5
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 5
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 5
Homrich & Berg 5
Stephenson National Bank & Trust 5
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 5
Godshalk Welsh Capital Management, Inc. 5
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 5
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5
Epoch Investment Partners, Inc. 5
Vestor Capital, Llc 5
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 5
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 5
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 5
Fifth Third Wealth Advisors LLC 5
ARGI Investment Services, LLC 5
Ulysses Management LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 5
Ameriflex Group, Inc. 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
Winthrop Partners - Wny, Llc 5
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 5
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 5
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
Meyer Handelman Co 5
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 5
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 5
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 5
Monroe Bank & Trust/mi 5
Transcend Wealth Collective, Llc 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Pflug Koory, LLC 5
Ruggie Capital Group 5
RMR Wealth Builders 5
Marshall & Sterling Wealth Advisors Inc. 5
Nwam Llc 5
STXV - EA Series Trust - Strive 1000 Value ETF 5
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 5
Elmwood Wealth Management, Inc. 5
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
Voya Global Advantage & Premium Opportunity Fund 5
Wall Street Access Asset Management, LLC 5
Curi Wealth Management, LLC 5
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 5
Lionsbridge Wealth Management LLC 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 5
Groesbeck Investment Management Corp /nj/ 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 5
Connective Capital Management, LLC 5
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 5
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
Legacy Wealth Asset Management, LLC 5
Wealth Quarterback LLC 5
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 5
Murphy Capital Management Inc 5
Amcap Fund 5
Varma Mutual Pension Insurance Co 5
Haverford Trust Co 5
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 5
CLARET ASSET MANAGEMENT Corp 5
Boenning & Scattergood, Inc. 5
Usaa Etf Trust 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 5
Boys Arnold & Co Inc 5
Tiger Eye Capital LLC 5
Mainstay Capital Management Llc /adv 5
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 5
Physicians Financial Services, Inc. 5
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 5
F&C Asset Management plc 5
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 5
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 5
Lehman Financial Resources, Inc. 5
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 5
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 5
Grandview Asset Management LLC 5
Delta Lloyd Nv 5
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 5
Putnam Fl Investment Management Co 5
Marino, Stram & Associates Llc 5
Precision Wealth Strategies, LLC 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 5
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 5
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 5
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 5
Groupe la Francaise 5
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 5
Resonant Capital Advisors, LLC 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
GlobalBridge, Inc. 5
Ziegler Capital Management, LLC 5
RVRB - ADVISORS SERIES TRUST - Reverb ETF 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 5
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 5
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 5
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 5
Hobbs Group Advisors, LLC 5
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
Pinnacle Wealth Management Advisory Group, LLC 5
Modera Wealth Management, LLC 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Groupama Asset Managment 5
LMR Master Fund Ltd 5
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 5
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 5
Scholtz & Company, Llc 5
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 5
Park National Corp /oh/ 5
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 5
Global Trust Asset Management, LLC 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 5
Palmer Square Opportunistic Income Fund 5
Premier Path Wealth Partners, LLC 5
CT Financial Advisors LLC 5
Marex Group plc 5
Sumitomo Life Insurance Co 5
Northwestern Mutual Investment Services Llc 5
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
IMA Wealth, Inc. 5
Integrity Alliance, Llc. 5
Veracity Capital LLC 5
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 5
Royal Fund Management, LLC 5
Keel Point, LLC 5
Saudi Central Bank 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 5
Putnam Investors Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 5
TENOR CAPITAL MANAGEMENT Co., L.P. 5
Clear Investment Research, Llc 5
Wellspring Financial Advisors, LLC 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
Pensionfund DSM Netherlands 5
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 5
Sepio Capital, LP 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 5
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 5
Underlying Funds Trust 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
Gw Henssler & Associates Ltd 5
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 5
Onefund, Llc 5
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 5
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
Sona Asset Management (us) Llc 5
Perella Weinberg Partners Capital Management LP 5
Laidlaw Wealth Management LLC 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
Global Endowment Management, LP 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
Legacy Investment Solutions, LLC 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
Sig Brokerage, Lp 5
Gladstone Institutional Advisory LLC 5
Eos Management, L.P. 5
Daiwa SB Investments Ltd. 5
Td Asset Management Usa Funds Inc. 5
Measured Wealth Private Client Group, LLC 5
Factorial Partners, Llc 5
Carroll Investors, Inc 5
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 5
Voisard Asset Management Group, Inc. 5
Beck Bode, LLC 5
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 5
Crestwood Advisors Group LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
Hohimer Wealth Management, Llc 5
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 5
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 5
Novare Capital Management Llc 5
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 5
Optas, LLC 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
Sagespring Wealth Partners, Llc 5
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
American National Registered Investment Advisor, Inc. 5
KCS Wealth Advisory 5
Turtle Creek Wealth Advisors, LLC 5
Douglas C. Lane & Associates, Inc. 5
Painted Porch Advisors LLC 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
Monument Capital Management 5
Premia Global Advisors, Llc 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 5
Securian Funds Trust - SFT Index 500 Fund Class 1 5
BLPIX - Profunds - Bull Profund Investor Class 5
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
Mufg Securities Americas Inc. 5
Nuveen Multi-market Income Fund 5
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 5
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 5
Ascent Wealth Partners, LLC 5
Trutina Financial LLC 5
Strategy Asset Managers Llc 5
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Willingdon Wealth Management 5
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 5
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 5
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 5
Whitnell & Co. 5
Trust Investment Advisors 5
Barings Corporate Investors 5
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
Dfpg Investments, Llc 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 5
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 5
TrinityPoint Wealth, LLC 5
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 5
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 5
Carmichael Hill & Associates, Inc. 5
Industrial Alliance Investment Management Inc. 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 5
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 5
NOSIX - Northern Funds - Northern Stock Index Fund 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
American National Insurance Co /tx/ 5
Valmark Advisers, Inc. 5
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 5
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 5
Long Island Wealth Management, Inc. 5
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 5
Banced Corp 5
Mesirow Financial Investment Management, Inc. 5
DoubleLine Yield Opportunities Fund 5
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 5
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
Wade G W & Inc 5
Mountain Capital Investment Advisors, Inc 5
Choate Investment Advisors 5
Bahl & Gaynor Inc 5
N.E.W. Advisory Services LLC 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
ORG Wealth Partners, LLC 5
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 5
Aprio Wealth Management, LLC 5
683 Capital Management, LLC 5
SMITH HAYES Advisers, Inc 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 5
White Pine Capital Llc 5
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 5
Motley Fool Asset Management LLC 5
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
ID Management A/S 5
Lavaca Capital Llc 5
Intercontinental Wealth Advisors, LLC 5
Fortress Investment Group LLC 5
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 5
PharVision Advisers, LLC 5
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 5
Wealthsource Partners, Llc 5
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Arrowgrass Capital Partners (us) Lp 5
Family Firm, Inc. 5
Angeles Investment Advisors, LLC 5
Mariner Investment Group Llc 5
Kimelman & Baird, LLC 5
Dsm Capital Partners Llc 5
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 5
Eaton Vance Tax-managed Buy-write Opportunities Fund 5
FJ Investments, LLC 5
Quinn Opportunity Partners LLC 5
Geneva Partners, LLC 5
Eaton Vance Tax-managed Buy-write Income Fund 5
Eaton Vance Enhanced Equity Income Fund Ii 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Nuveen S&p 500 Buywrite Income Fund 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 5
Putnam ETF Trust - Putnam ESG Core Bond ETF - 5
DDD Partners, LLC 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 5
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 5
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 5
Eisler Capital (US) LLC 5
Brand Asset Management Group, Inc. 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 5
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 5
PYA Waltman Capital, LLC 5
Citizens Business Bank 5
Gilbert & Cook, Inc. 5
Profunds - Profund Vp Ultrabull 5
Profunds - Profund Vp Bull 5
Dearborn Partners Llc 5
Kepos Capital LP 5
Hcim Trust 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 5
Icc Capital Management Inc/ 5
Arbor Wealth Management, LLC 5
SRTTX - SMA RELATIONSHIP TRUST - Series T 5
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 5
Chase Investment Counsel Corp 5
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 5
Quadcap Wealth Management, LLC 5
Beech Hill Advisors, Inc. 5
Crestwood Capital Management, L.P. 5
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 5
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 5
Teamwork Financial Advisors, LLC 5
Profunds - Profund Vp Large-cap Value 5
Privium Fund Management B.V. 5
Capital Advisors Inc/ok 5
Planning Capital Management Corp 5
Game Plan Financial Advisors, LLC 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
United Community Bank 5
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 5
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 5
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 5
Dividend Asset Capital, Llc 5
Greenwich Wealth Management LLC 5
Barnett & Company, Inc. 5
Maryland Capital Management 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Phocas Financial Corp. 5
Resources Management Corp /ct/ /adv 5
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 5
Circle Wealth Management, LLC 5
Gf Fund Management Co. Ltd. 5
Franklin Street Advisors Inc /nc 5
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 5
HBW Advisory Services LLC 5
Nations Financial Group Inc, /ia/ /adv 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Lion Street Advisors, LLC 5
Capital Planning Advisors, LLC 5
Israel Discount Bank of New York 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 5
BLB&B Advisors, LLC 5
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 5
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
TIMOTHY PLAN - Timothy Strategic Variable 5
Financial Counselors Inc 5
United Asset Strategies, Inc. 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 5
NWK Group, Inc. 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
Simply Money Advisors 5
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 5
PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A 5
Rs Variable Products Trust 5
Sturgeon Ventures LLP 5
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
Zullo Investment Group, Inc. 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
Northeast Financial Consultants Inc 5
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 5
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 5
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 5
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5
Encompass More Asset Management 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 5
Marcum Wealth, LLC 5
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 5
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 5
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 5
Trust Point Inc. 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
Next Capital Management LLC 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
Advanced Asset Management Advisors Inc 5
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 5
Claybrook Capital, LLC 5
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 5
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 5
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
Marathon Trading Investment Management LLC 5
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 5
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 5
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
Infrastructure Capital Advisors, Llc 5
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 5
Richard Bernstein Advisors LLC 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
Front Barnett Associates Llc 5
Monarch Partners Asset Management LLC 5
New Century Investment Management, Inc 5
Financial Life Planners 5
AM Squared Ltd 5
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 5
Vulcan Value Partners, LLC 5
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 5
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 5
Guggenheim Equal Weight Enhanced Equity Income Fund 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 5
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 5
J. L. Bainbridge & Co., Inc. 5
Fort Pitt Capital Group, Llc 4
Luxor Capital Group, LP 4
Bank Hapoalim Bm 4
BKD Wealth Advisors, LLC 4
General Electric Co 4
Caisse Des Depots Et Consignations 4
Farallon Capital Management Llc 4
Fosun International Ltd 4
Jet Capital Investors L P 4
Lansdowne Partners (uk) Llp 4
York Capital Management Global Advisors, LLC 4
Integrated Core Strategies (us) Llc 4
Southpoint Capital Advisors LP 4
Deprince Race & Zollo Inc 4
Menora Mivtachim Holdings Ltd. 4
Cohen & Steers, Inc. 4
Horizon Kinetics LLC 4
Falcon Edge Capital, LP 4
Owl Creek Asset Management, L.P. 4
Manatuck Hill Partners, LLC 4
Coatue Management Llc 4
New World Fund Inc 4
Rs Investment Management Co Llc 4
AWM Investment Company, Inc. 4
Nwq Investment Management Company, Llc 4
Thornburg Investment Management Inc 4
Davis Selected Advisers 4
University Of Texas/texas Am Investment Managment Co 4
Cramer Rosenthal Mcglynn Llc 4
Edgewood Management Llc 4
Bach Investment Advisors Ltd 4
Folger Hill Asset Management LP 4
Canal Insurance CO 4
Bessemer Securities Llc 4
Hall Laurie J Trustee 4
Altfest L J & Co Inc 4
Ccm Investment Advisers Llc 4
New England Asset Management Inc 4
New York Life Trust Co 4
Atlanta Capital Management Co L L C 4
Barr E S & Co 4
Mcmillion Capital Management Inc 4
Roosevelt Investment Group Llc 4
Canandaigua National Bank & Trust Co 4
Capital Counsel Llc/ny 4
Monetary Management Group Inc 4
KLCM Advisors, Inc. 4
Ronald Blue & Co Llc 4
TimesSquare Capital Management, LLC 4
Pacific Alternative Asset Management Company, Llc 4
Cheviot Value Management, LLC 4
Argent Trust Co 4
Morningstar Investment Services LLC 4
Courier Capital Llc 4
Cypress Funds Llc 4
Buckhead Capital Management Llc 4
Cornerstone Advisors Inc 4
Bingham Osborn & Scarborough Llc 4
Hodges Capital Management Inc. 4
New Amsterdam Partners Llc/ny 4
FUKOKU MUTUAL LIFE INSURANCE Co 4
Vanguard Explorer Fund 4
Punch & Associates Investment Management, Inc. 4
Brave Asset Management Inc 4
Baldwin Investment Management, LLC 4
Fishman Jay A Ltd/mi 4
Sigma Investment Counselors Inc 4
Markston International Llc 4
Baxter Bros Inc 4
Northstar Investment Advisors Llc 4
Sentinel Trust Co Lba 4
Seizert Capital Partners, Llc 4
Buffington Mohr McNeal 4
Opus Capital Group, LLC 4
Hirtle Callaghan & Co LLC 4
GFS Advisors, LLC 4
Aspiriant, Llc 4
Iridian Asset Management Llc/ct 4
Evermay Wealth Management Llc 4
First National Bank Sioux Falls 4
Bell Bank 4
Cobblestone Capital Advisors Llc /ny/ 4
Boston Family Office Llc 4
Tdam Usa Inc. 4
Mawer Investment Management Ltd. 4
Marble Harbor Investment Counsel, LLC 4
WESPAC Advisors, LLC 4
Jackson Wealth Management, LLC 4
Barbara Oil Co. 4
Ardevora Asset Management LLP 4
Schwartz Investment Counsel Inc 4
Investment Partners, Ltd. 4
Gamble Jones Investment Counsel 4
Private Management Group Inc 4
First National Trust Co 4
Grandfield & Dodd, Llc 4
Grimes & Company, Inc. 4
Penobscot Investment Management Company, Inc. 4
Confluence Investment Management Llc 4
PICTET BANK & TRUST Ltd 4
British Airways Pensions Investment Management Ltd 4
Telos Capital Management, Inc. 4
Lowe Wealth Advisors, LLC 4
Miracle Mile Advisors, LLC 4
Bank Pictet & Cie (asia) Ltd 4
Seven Bridges Advisors LLC 4
Corrado Advisors, Llc 4
Manning & Napier Advisors Llc 4
Chelsea Counsel Co 4
Pinnacle Financial Partners Inc 4
Security National Trust Co 4
LifePlan Financial Group, Inc 4
Braun Stacey Associates Inc 4
Perkins Investment Management, LLC 4
First City Capital Management, Inc. 4
Alphagen Securities Llc 4
Mountain Pacific Investment Advisers Inc/id 4
Armstrong Shaw Associates Inc/ct 4
Simmons First Trust Co Na 4
Mogy Joel R Investment Counsel Inc 4
Waters Parkerson & Co., Llc 4
Guardian Capital Lp 4
Tower Bridge Advisors 4
Saturna Capital CORP 4
Ironwood Investment Counsel, LLC 4
Azimuth Capital Management LLC 4
Bridgecreek Investment Management, LLC 4
Ensemble Capital Management, LLC 4
Gruss & Co., LLC 4
Trellus Management Company, LLC 4
Security National Bank Of So Dak 4
Staley Capital Advisers Inc 4
LaFleur & Godfrey LLC 4
S. R. Schill & Associates 4
Gluskin Sheff & Assoc Inc 4
Kings Point Capital Management 4
Sphera Funds Management Ltd. 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Egerton Capital (UK) LLP 4
Hikari Power Ltd 4
Everence Capital Management Inc 4
Capital Management Corp /va 4
Spinnaker Trust 4
Columbia Wanger Asset Management Llc 4
Ashfield Capital Partners, LLC 4
SeaTown Holdings Pte. Ltd. 4
Bank OZK 4
Pointe Capital Management LLC 4
Sharkey, Howes & Javer 4
Hgk Asset Management Inc 4
Monetta Financial Services Inc 4
Connable Office Inc 4
Lee Danner & Bass Inc 4
Bar Harbor Trust Services 4
Fulton Breakefield Broenniman Llc 4
Private Bank & Trust Co 4
BRC Investment Management LLC 4
KAMES CAPITAL plc 4
Goelzer Investment Management, Inc. 4
Investment House Llc 4
BTC Capital Management, Inc. 4
Blue Chip Partners, Inc. 4
Wealthquest Corp 4
Lebenthal Holdings,LLC 4
First United Bank Trust/ 4
Beck Mack & Oliver Llc 4
North Star Asset Management Inc 4
Trust Co Of Oklahoma 4
Central Bank & Trust Co 4
Scott & Selber, Inc. 4
Beaumont Financial Partners, LLC 4
Argentus Capital Management, LLC 4
Minerva Advisors LLC 4
Carnick & Kubik, LLC 4
Friedenthal Financial 4
Shufro Rose & Co Llc 4
Weatherly Asset Management L. P. 4
Cobiz Investment Management, Llc 4
Tiaa Cref Trust Co Fsb/mo 4
Fort Pitt Capital Group Inc 4
Curian Capital Llc 4
Essex Financial Services, Inc. 4
Addison Capital Co 4
North Point Portfolio Managers Corp/oh 4
Sky Investment Group LLC 4
First Dallas Securities Inc. 4
Hyman Charles D 4
Thompson Investment Management, Inc. 4
Montecito Bank & Trust 4
Woodley Farra Manion Portfolio Management Inc 4
First National Bank of Hutchinson 4
Private Wealth Partners, LLC 4
AT Bancorp 4
Community Financial Services Group, LLC 4
Camelot Portfolios, LLC 4
Schmidt P J Investment Management Inc 4
Lodestar Investment Counsel Llc/il 4
Argentiere Capital Ag 4
Field & Main Bank 4
Financial Consulate, Inc 4
Spectrum Asset Management, Inc. (NB/CA) 4
Rockland Trust Co 4
Meritage Portfolio Management 4
Country Club Trust Company, n.a. 4
E&G Advisors, LP 4
Visionary Asset Management, Inc. 4
Personal Capital Advisors Corp 4
Markel Corp 4
Davidson Investment Advisors 4
Linden Advisors Lp 4
Maple Capital Management, Inc. 4
BancorpSouth Inc 4
Coyle Financial Counsel LLC 4
Smart Portfolios, LLC 4
David R. Rahn & Associates Inc. 4
Legg Mason Asset Management (Japan) Co., Ltd. 4
Kamunting Street Capital Management, L.P. 4
Integre Asset Management, LLC 4
Harfst & Associates, Inc. 4
Johanson Financial Advisors, Inc. 4
Carret Asset Management, Llc 4
Chatham Capital Group, Inc. 4
Tygh Capital Management, Inc. 4
Financial Sense Advisors, Inc. 4
McKinley Carter Wealth Services, Inc. 4
Leonard Capital Management, Inc 4
Nippon Life Insurance Co 4
Annex Advisory Services, LLC 4
Windsor Capital Management, LLC 4
Baltimore-Washington Financial Advisors, Inc. 4
Cliftonlarsonallen Wealth Advisors, Llc 4
WealthTrust Fairport, LLC 4
Highstreet Asset Management Inc. 4
Ogorek Anthony Joseph /ny/ /adv 4
Rice Hall James & Associates, Llc 4
Triangle Securities Wealth Management 4
Litman Gregory Asset Management LLC 4
Evanson Asset Management, LLC 4
Prio Wealth Limited Partnership 4
Cim, Llc 4
CenturyLink Investment Management Co 4
Appleton Partners Inc/ma 4
Stancorp Investment Advisers Inc 4
Waverton Investment Management Ltd 4
Forte Capital Llc /adv 4
Abner Herrman & Brock Llc 4
Cohen Klingenstein LLC 4
Portfolio Solutions, LLC 4
Malaga Cove Capital, LLC 4
Cheyne Capital Management (UK) LLP 4
Spirit Of America Management Corp/ny 4
Profit Investment Management, LLC 4
Benin Management CORP 4
Smith Affiliated Capital Corp. 4
Regent Investment Management LLC 4
Peachtree Investment Advisors, Inc. 4
Dalton Greiner Hartman Maher & Co 4
Capital City Trust Co/fl 4
Knowledge Leaders Capital, LLC 4
Exchange Capital Management, Inc. 4
Van Cleef Asset Management,Inc 4
Pure Financial Advisors, Inc. 4
Bouchey Financial Group Ltd 4
Deane Retirement Strategies, Inc. 4
Indiana Trust & Investment Management CO 4
Carlson Capital Management 4
Pegasus Partners Ltd. 4
Livingston Group Asset Management CO (operating as Southport Capital Management) 4
West Oak Capital, LLC 4
VNBTrust, National Association 4
Patton Albertson Miller Group, Llc 4
Hilton Capital Management, LLC 4
Amarillo National Bank 4
Bath Savings Trust Co 4
Detwiler Fenton Investment Management LLC 4
First Financial Bank - Trust Division 4
Renaissance Investment Group LLC 4
TrimTabs Asset Management, LLC 4
Marvin & Palmer Associates Inc 4
Df Dent & Co Inc 4
Kcm Investment Advisors Llc 4
Reynders McVeigh Capital Management, LLC 4
Gallagher Fiduciary Advisors, LLC 4
Vantage Investment Partners, LLC 4
Price Capital Management, Inc. 4
Bedell Frazier Investment Counseling, LLC 4
Buckingham Capital Management, Inc. 4
Ironwood Financial, llc 4
Ssi Investment Management Llc 4
Bowling Portfolio Management LLC 4
NINE MASTS CAPITAL Ltd 4
Risk Paradigm Group, LLC 4
Wolf Group Capital Advisors 4
Covenant Multifamily Offices, LLC 4
Taylor Wealth Management Partners 4
Westbourne Investment Advisors, Inc. 4
Gratus Capital LLC 4
Stratton Management Co 4
Trust CO of the Ozarks 4
Sippican Capital Advisors 4
J.P. Turner & Co Capital Mnagement, LLC 4
Horan Capital Advisors, LLC. 4
Ninety One UK Ltd 4
Gibson Capital, LLC 4
Lingohr & Partner Asset Management GmbH 4
Stonebridge Capital Management Inc 4
Accredited Investors Inc. 4
Signature Financial Management, Inc. 4
Cambiar Investors Llc 4
Live Your Vision, LLC 4
Peoples Financial Services Corp. 4
Silver Lake Advisory, LLC 4
Arvest Bank Trust Division 4
First American Trust, Fsb 4
Cape Cod Five Cents Savings Bank 4
Founders Financial Securities Llc 4
Weaver C. Barksdale & Associates, Inc. 4
Curbstone Financial Management Corp 4
Atalanta Sosnoff Capital, Llc 4
Wilen Investment Management Corp. 4
Corbyn Investment Management Inc/md 4
Kessler Investment Group, LLC 4
Brick & Kyle, Associates 4
RWC Asset Management LLP 4
Somerville Kurt F 4
Family Management Corp 4
Parametric Risk Advisors LLC 4
Saiers Capital, LLC 4
Westover Capital Advisors, LLC 4
Sterne Agee Group, Inc. 4
Kiwi Wealth Investments Limited Partnership 4
Piermont Capital Management LLC 4
Mraz, Amerine & Associates, Inc. 4
Columbia Asset Management 4
Dean Investment Associates, Llc 4
Chemical Bank 4
Strategic Global Advisors, LLC 4
Blume Capital Management, Inc. 4
Tirschwell & Loewy Inc 4
Hoxton Financial, Inc. 4
Dynamic Technology Lab Pte Ltd 4
Palogic Value Management, L.P. 4
Thomas J. Herzfeld Advisors, Inc. 4
Cornerstone Advisory, LLC 4
Clean Yield Group 4
Doliver Advisors, Lp 4
RiverPoint Capital Management, LLC 4
Verde Servicos Internacionais S.A. 4
Lockheed Martin Investment Management Co 4
Bank Of The West 4
Douglas Lane & Associates, LLC 4
Paradigm Financial Advisors, LLC 4
Stuart Chaussee & Associates, Inc. 4
Schooner Investment Group, LLC. 4
Raab & Moskowitz Asset Management LLC 4
Exane Asset Management 4
Strategic Financial Services, Inc, 4
Shanda Payment Holdings Ltd. 4
Gruber & Mcbaine Capital Management Llc 4
Li Winifred I 4
Dominick & Dominick LLC 4
RKL Wealth Management LLC 4
Cavalier Investments, LLC 4
Millrace Asset Group, Inc. 4
Turner Investments, L.p. 4
Ally Financial Inc. 4
Folger Nolan Fleming Douglas Capital Management, Inc 4
Meridian Investment Counsel Inc. 4
American Money Management, LLC 4
Donaldson Capital Management, Llc 4
Fic Capital Inc 4
RPg Family Wealth Advisory, LLC 4
New England Private Wealth Advisors LLC 4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4
Peoples Bank /oh 4
Scoria Capital Partners LP 4
Suvretta Capital Management, Llc 4
Sterling Ridge Capital Management LP 4
Lgl Partners, Llc 4
Anchor Bolt Capital, LP 4
Atika Capital Management LLC 4
Kemnay Advisory Services Inc. 4
Kingstown Capital Management L.p. 4
Eachwin Capital, Lp 4
Cna Financial Corp 4
Advocacy Wealth Management Services, LLC 4
JS Capital Management LLC 4
Lombard Odier & Cie (Canada), Limited Partnership 4
Strategic Capital Alternatives LLC 4
Cahill Financial Advisors Inc 4
Kernodle & Katon Asset Management Group, LLC 4
Blue Rock Advisors, LLC 4
Allegis Investment Advisors, LLC 4
Congress Asset Management Co /ma 4
Schnieders Capital Management Llc 4
Payden & Rygel 4
Fort Point Capital Partners LLC 4
Otter Creek Advisors, LLC 4
Fayez Sarofim & Co 4
Omni Partners Llp 4
Sumit Capital, Llc 4
Indices-Pac Research Corp. 4
Green Arrow Capital Management Llc 4
Railway Pension Investments Ltd 4
Catamount Wealth Management 4
Balter Liquid Alternatives, LLC 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
Wisconsin Capital Management Llc 4
KAMES CAPITAL management Ltd 4
Community Bank System, Inc. 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
Banyan Partners, LLC 4
Harbert Fund Advisors, Inc. 4
SevenBridge Financial Group, LLC 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
Nicholas Hoffman & Company, LLC. 4
Yellowstone Partners, LLC 4
Strategic Capital Group LLC 4
Rock Creek Group, LP 4
Peregrine Capital Management Llc 4
Rikoon Group, LLC 4
Guidant Wealth Advisors 4
HMS Capital Management, LLC 4
O'Brien Wealth Partners LLC 4
Connecticut Wealth Management, LLC 4
Clearwater Capital Advisors, LLC 4
RGT Wealth Advisors, LLC 4
Bnp Paribas 4
Arthur M. Cohen & Associates, Llc 4
Norway Savings Bank 4
Sarofim Fayez 4
Elgethun Capital Management 4
United Bank 4
Perennial Advisors, LLC 4
ICICI Prudential Asset Management Co Ltd 4
Marietta Wealth Management, LLC 4
Good Life Advisors, LLC 4
Oribel Capital Management, LP 4
Moloney Securities Asset Management, LLC 4
Camden National Bank 4
HCR Wealth Advisors 4
22nw, Lp 4
Vantage Financial Partners Ltd., Inc. 4
Jafra Capital Management LP 4
Fortis Advisors, LLC 4
Shepherd Financial Partners LLC 4
Capital World Growth & Income Fund 4
Security Asset Management 4
Israel Discount Bank Of New York /gfn 4
Family Legacy, Inc. 4
Founders Capital Management 4
Parkside Investments, LLC 4
Knights of Columbus Asset Advisors LLC 4
CFO4Life Group, LLC 4
AlphaStar Capital Management, LLC 4
Summit X, LLC 4
MPS Loria Financial Planners, LLC 4
American Financial Network Advisory Services Llc 4
Ninepoint Partners LP 4
Newport Trust Co 4
Security National Bank 4
Cito Capital Group, LLC 4
Sompo Japan Nipponkoa Asset Management Co.,ltd. 4
Oak Point Wealth Management 4
Ascension Asset Management LLC 4
IFG Advisory, LLC 4
DC Investments Management, LLC 4
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 4
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 4
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 4
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
Nuveen Dow 30sm Dynamic Overwrite Fund 4
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 4
FS Series Trust - FS Market Neutral Fund Class I 4
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 4
Gabelli Go Anywhere Trust 4
Stock Portfolio - Stock Portfolio 4
Nuveen Tax-advantaged Dividend Growth Fund 4
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
Barings Participation Investors 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 4
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 4
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 4
American Funds Fundamental Investors 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 4
Scout Funds 4
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 4
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 4
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 4
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 4
MONTX - MONETTA TRUST - Monetta Fund 4
Blackrock Enhanced Equity Dividend Trust 4
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 4
Apollo Tactical Income Fund Inc. 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
Apollo Senior Floating Rate Fund Inc. 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
Utc North American Fund, Inc. 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
WIREX - PFS FUNDS - Wireless Fund 4
Madison Covered Call & Equity Strategy Fund 4
Advantage Advisers Xanthus Fund, L.l.c. 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Credit Suisse Asset Management Income Fund Inc 4
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 4
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 4
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 4
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
Delaware Investments Dividend & Income Fund, Inc 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
Deutsche Value Series, Inc 4
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
Mfs Government Markets Income Trust 4
Lmp Capital & Income Fund Inc. 4
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 4
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 4
Stone Ridge Trust Iii 4
Oppenheimer Global Multi-asset Growth Fund 4
John Hancock Investors Trust 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
Eaton Vance Tax-managed Global Diversified Equity Income Fund 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 4
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 4
American Independence Funds Trust 4
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
Kkr Income Opportunities Fund 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
Alpine Global Dynamic Dividend Fund 4
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 4
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 4
Credit Suisse High Yield Bond Fund 4
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 4
Oppenheimer Global Strategic Income Fund 4
Acap Strategic Fund 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
Cypress Wealth Services, LLC 4
Manning & Napier Group, LLC 4
Aries Wealth Management 4
PrairieView Partners, LLC 4
Keystone Financial Group 4
Taylor Hoffman Wealth Management 4
Uncommon Cents Investing LLC 4
Aubrey Capital Management Ltd 4
Congress Park Capital LLC 4
Aevitas Wealth Management, Inc. 4
Crabel Capital Management, LLC 4
Pfs Investments Inc. 4
Banco de Sabadell, S.A 4
McMahon Financial Advisors, LLC 4
Ironvine Capital Partners, LLC 4
Solstein Capital, LLC 4
Game Creek Capital, LP 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Pin Oak Investment Advisors Inc 4
Paulson Wealth Management Inc. 4
Abacus Planning Group, Inc. 4
Rossmore Private Capital 4
Wealth Alliance Advisory Group, LLC 4
Signature Wealth Management Group 4
Rheos Capital Works Inc. 4
Whitener Capital Management, Inc. 4
F3Logic, LLC 4
Blue Chip Wealth Management, Inc. 4
Quad-Cities Investment Group, LLC 4
Howard Capital Management Inc. 4
Altium Wealth Management LLC 4
Cynosure Advisors, Llc 4
Greenline Partners, LLC 4
O'Dell Group, LLC 4
Avitas Wealth Management LLC 4
Cozad Asset Management Inc 4
LFA - Lugano Financial Advisors SA 4
United Capital Management of KS, Inc. 4
Kavar Capital Partners, LLC 4
Virginia National Bank 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
Hotaling Investment Management, LLC 4
Landsberg, Bennett, & Dubbaneh LLC 4
Graves-Light Private Wealth Management, Inc. 4
Ellis Investment Partners, LLC 4
Signet Investment Advisory Group, Inc. 4
Roman Butler Fullerton & Co 4
Element Pointe Advisors, Llc 4
Acima Private Wealth, Llc 4
Coastal Capital Group, Inc. 4
Windsor Creek Advisors, Llc 4
FLC Capital Advisors 4
Cedar Brook Financial Partners, LLC 4
Insight Wealth Strategies, LLC 4
Sargent Investment Group, LLC 4
Paradigm Financial Partners, Llc 4
Reston Wealth Management Llc 4
Advisory Resource Group 4
Aptus Capital Advisors, LLC 4
Pactiv General Employee Benefit Trust 4
First National Bank of South Miami 4
9258 Wealth Management, LLC 4
Security Benefit Life Insurance Co /ks/ 4
SlateStone Wealth, LLC 4
Islet Management, LP 4
ERTS Wealth Advisors, LLC 4
Abundance Wealth Counselors 4
Ostrum Asset Management 4
Greenvale Capital LLP 4
Hoover Financial Advisors, Inc. 4
Hnp Capital Llc 4
DeepCurrents Investment Group LLC 4
Human Investing LLC 4
Brendel Financial Advisors LLC 4
Western Wealth Management, LLC 4
Voleon Capital Management Lp 4
Kcl Capital, L.p. 4
Tuscan Ridge Asset Management Llc 4
Surevest, LLC 4
Fulcrum Equity Management 4
Financial Insights, Inc. 4
Cohanzick Management, Llc 4
Van Leeuwen & Company, LLC 4
Centric Wealth Management 4
Fs Multi-alternative Income Fund 4
Kmg Fiduciary Partners, Llc 4
RDA Financial Network 4
Cornerstone Wealth Group, LLC 4
Nicolet Advisory Services, Llc 4
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 4
First National Corp /ma/ /adv 4
Westhampton Capital, LLC 4
Sound View Wealth Advisors Group, LLC 4
Tranquility Partners, LLC 4
MidWestOne Financial Group, Inc. 4
Clear Creek Financial Management, LLC 4
Stonehage Fleming Financial Services Holdings Ltd 4
Oneamerica Funds Inc 4
Whitebox Mutual Funds 4
Isi Strategy Fund Inc 4
Ramius Advisors Llc 4
Gunderson Capital Management Inc. 4
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 4
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 4
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 4
BSBAX - Northern Funds - Northern Short Bond Fund 4
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
Advanced Series Trust - Ast International Growth Portfolio 4
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 4
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 4
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 4
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 4
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 4
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 4
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 4
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 4
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 4
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 4
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 4
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 4
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 4
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 4
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 4
FOINX - Tributary Funds, Inc. - Income Fund Institutional 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
Securian Funds Trust - SFT Core Bond Fund Class 1 4
Securian Funds Trust - SFT International Bond Fund Class 2 4
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 4
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 4
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 4
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 4
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 4
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 4
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 4
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 4
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 4
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 4
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 4
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 4
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund 4
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 4
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 4
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 4
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 4
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 4
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 4
Profunds - Profund Vp Small-cap Value 4
Profunds - Profund Vp Large-cap Growth 4
Profunds - Profund Vp Small-cap Growth 4
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 4
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 4
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 4
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 4
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 4
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 4
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 4
TRANSAMERICA FUNDS - Transamerica Total Return I2 4
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Dfa Investment Trust Co - The Continental Small Company Series 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 4
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 4
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 4
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 4
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 4
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 4
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 4
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 4
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 4
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 4
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 4
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 4
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 4
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 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
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 4
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 4
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 4
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 4
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
LGPIX - Profunds - Large-cap Growth Profund Investor Class 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 4
55i, Llc 4
Paragon Advisors, LLC 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 4
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
PFG Private Wealth Management, LLC 4
Savior LLC 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 4
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 4
Beacon Financial Advisory LLC 4
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
Bay Rivers Group 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 4
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 4
VLCCX - VALIC Co I - Large Cap Core Fund 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
VCSBX - VALIC Co II - Strategic Bond Fund 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 4
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 4
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 4
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 4
Pennsylvania Capital Management Inc /adv 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 4
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 4
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 4
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 4
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 4
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
Cedar Mountain Advisors, LLC 4
Meadow Creek Wealth Advisors Llc 4
XML Financial, LLC 4
Howard Wealth Management, Llc 4
Minot Wealth Management LLC 4
Aurora Private Wealth, Inc. 4
Leelyn Smith, LLC 4
Secure Asset Management, LLC 4
Great Diamond Partners, LLC 4
Lord Abbett Credit Opportunities Fund 4
BlackRock Multi-Sector Opportunities Trust II 4
Hummer Financial Advisory Services Inc 4
Camden Capital, LLC 4
West Bancorporation Inc 4
Houlihan Financial Resource Group, Ltd. 4
Heard Capital LLC 4
Horizon Bancorp Inc /in/ 4
Mine & Arao Wealth Creation & Management, LLC. 4
Adams Wealth Management 4
Moser Wealth Advisors, LLC 4
JSF Financial, LLC 4
Cornerstone Advisors, LLC 4
Madison Asset Management, LLC 4
Okabena Investment Services Inc 4
Parcion Private Wealth LLC 4
Texas Capital Bank Wealth Management Services Inc 4
Sage Rock Capital Management LP 4
Americana Partners, LLC 4
Fiduciary Planning LLC 4
Xtx Markets Llc 4
Haafor (Singapore) Pte. Ltd. 4
Great Lakes Retirement, Inc. 4
MADDEN SECURITIES Corp 4
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
Sowa Financial Group, Inc. 4
Davidson Capital Management Inc. 4
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 4
KAMES CAPITAL management Ltd 4
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 4
Graypoint LLC 4
Silver Bridge Capital Management LLC 4
J. W. Coons Advisors, LLC 4
Souders Financial Advisors 4
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 4
Walled Lake Planning & Wealth Management, Llc 4
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
ICTRX - ICON FUNDS - ICON Industrials Fund Class S 4
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
Manager Directed Portfolios - Pemberwick Fund Shares 4
Waterloo Capital, L.P. 4
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I 4
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 4
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 4
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 4
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 4
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 4
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 4
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 4
Penseco Financial Services Corp 4
Genworth Financial Inc 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 4
Allianz Se 4
Lewis Capital Management, Llc 4
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 4
Planned Solutions, Inc. 4
Fortis Group Advisors, LLC 4
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 4
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
Platform Technology Partners 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Journey Advisory Group, LLC 4
Crescent Capital Consulting, LLC 4
Brown Miller Wealth Management, LLC 4
Accel Wealth Management 4
Birchcreek Wealth Management, LLC 4
McClarren Financial Advisors, Inc. 4
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 4
High Note Wealth, LLC 4
Future Financial Wealth Managment LLC 4
TriaGen Wealth Management LLC 4
DB Wealth Management Group, LLC 4
Ellsworth Advisors, LLC 4
Kaizen Financial Strategies 4
Baker Tilly Financial, Llc 4
San Luis Wealth Advisors LLC 4
Cowa, Llc 4
RWM Asset Management, LLC 4
Phoenix Wealth Advisors 4
Leverage Partners Absolute Return Fund SPC 4
Elk River Wealth Management, LLC 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
Merrion Investment Management Co, LLC 4
Octavia Wealth Advisors, LLC 4
Monterey Private Wealth, Inc. 4
IAG Wealth Partners, LLC 4
Oak Family Advisors, Llc 4
qPULA Trading Management LP 4
Polar Capital Holdings Plc 4
SummerHaven Investment Management, LLC 4
Jones Road Capital Management, L.p. 4
Engine No. 1 Llc 4
F/M Investments LLC 4
Waterfront Wealth Inc. 4
Freemont Management S.A. 4
Wealth Dimensions Group, Ltd. 4
Kowal Investment Group, LLC 4
Retirement Group, LLC 4
Purus Wealth Management, LLC 4
Bridge Advisory, LLC 4
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 4
Main Street Financial Solutions, LLC 4
Patron Partners Advisors, Llc 4
Firethorn Wealth Partners, Llc 4
SOA Wealth Advisors, LLC. 4
Baron Silver Stevens Financial Advisors, Llc 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Everhart Financial Group, Inc. 4
Bard Financial Services, Inc. 4
BNE - ETF Series Solutions - Blue Horizon BNE ETF 4
Mayflower Financial Advisors, LLC 4
Piscataqua Savings Bank 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
Alaethes Wealth LLC 4
Pallas Capital Advisors LLC 4
Gries Financial Llc 4
CSM Advisors, LLC 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Prentice Wealth Management LLC 4
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 4
Bank of New Hampshire 4
Smith Anglin Financial, LLC 4
Emfo, Llc 4
PNC Managed Account Solutions, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 4
JTC Employer Solutions Trusteee Ltd 4
Sante Capital Fund, LP 4
Lynwood Capital Management Inc. 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 4
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 4
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 4
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
Strong Tower Advisory Services 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
Studio Investment Management Llc 4
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
BlackRock ESG Capital Allocation Trust 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 4
JB Capital LLC 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
Maxi Investments CY Ltd 4
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 4
Absolute Capital Management, LLC 4
Carmel Capital Partners, LLC 4
Perfromance Wealth Partners, LLC 4
Naviter Wealth, LLC 4
Cross Staff Investments Inc 4
Capital Market Strategies LLC 4
Ameliora Wealth Management Ltd. 4
Stiles Financial Services Inc 4
Monograph Wealth Advisors, Llc 4
Red Tortoise LLC 4
Krs Capital Management, Llc 4
Eschler Asset Management LLP 4
Operose Advisors LLC 4
Herbst Group, Llc 4
New Millennium Group LLC 4
Capricorn Fund Managers Ltd 4
RE Dickinson Investment Advisors, LLC 4
Gould Capital, LLC 4
Redmont Wealth Advisors Llc 4
Resolute Capital Asset Partners LLC 4
Alta Fox Capital Management, Llc 4
Tilia Fiduciary Partners, Inc. 4
Guerra Pan Advisors, Llc 4
Lifeworks Advisors, LLC 4
Mystic Asset Management, Inc. 4
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
Siena Capital Llc 4
American Trust 4
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
Safeguard Financial, LLC 4
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 4
Cyrus J. Lawrence, LLC 4
High Net Worth Advisory Group LLC 4
Provence Wealth Management Group 4
LGT Group Foundation 4
Investmark Advisory Group LLC 4
Offit Capital Advisors Llc 4
Alpha Square Group S, LLC 4
Resurgent Financial Advisors LLC 4
1620 Investment Advisors, Inc. 4
L.m. Kohn & Company 4
Quantum Private Wealth, LLC 4
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 4
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA 4
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 4
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 4
Heritage Financial Services, LLC 4
Triasima Portfolio Management inc. 4
Greenfield Savings Bank 4
Castle Wealth Management Llc 4
EdgeRock Capital LLC 4
Azimuth Capital Investment Management LLC 4
FSM Wealth Advisors, LLC 4
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
WealthPlan Investment Management, LLC 4
Coston, McIsaac & Partners 4
Dakota Community Bank & Trust NA 4
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 4
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 4
Balboa Wealth Partners 4
JDM Financial Group LLC 4
ASB Consultores, LLC 4
Trifecta Capital Advisors, LLC 4
Catalyst Financial Partners Llc 4
Daymark Wealth Partners, Llc 4
Beaumont Financial Advisors, LLC 4
Northern Financial Advisors Inc 4
VitalStone Financial, LLC 4
Redwood Wealth Management Group, LLC 4
Lodestar Private Asset Management Llc 4
Olistico Wealth, LLC 4
Goldstein Advisors, LLC 4
FourThought Financial Partners, LLC 4
Alliance Wealth Advisors, LLC /UT 4
McGlone Suttner Wealth Management, Inc. 4
Viawealth, Llc 4
Insigneo Advisory Services, Llc 4
Garden State Investment Advisory Services LLC 4
Dudley Capital Management, Llc 4
Garda Capital Partners Lp 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
Davis Investment Partners, LLC 4
Freedom Wealth Alliance, Llc 4
SageView Advisory Group, LLC 4
TFB Advisors LLC 4
Ruedi Wealth Management, Inc. 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
Gallagher Benefit Services, Inc. 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 4
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 4
Baron Wealth Management LLC 4
Authentikos Wealth Advisory, LLC 4
V-Square Quantitative Management LLC 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
Zrc Wealth Management, Llc 4
Nilsine Partners, LLC 4
Consolidated Portfolio Review Corp 4
Avalon Trust Co 4
Root Financial Partners, LLC 4
Quintet Private Bank (Europe) S.A. 4
Imprint Wealth LLC 4
Pine Valley Investments Ltd Liability Co 4
National Wealth Management Group, LLC 4
Advanced Portfolio Management, LLC 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
EA Series Trust 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 4
Fortune Financial Advisors, LLC 4
Elevatus Welath Management 4
Cherry Tree Wealth Management, LLC 4
New Republic Capital, LLC 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Slagle Financial, LLC 4
Strategic Financial Concepts, LLC 4
Prosperity Wealth Management, Inc. 4
CGC Financial Services, LLC 4
Halpern Financial, Inc. 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
Buck Wealth Strategies, LLC 4
Financiere des Professionnels - Fonds d,investissement inc. 4
Syntax Research, Inc. 4
KPP Advisory Services LLC 4
Ramirez Asset Management, Inc. 4
DDJRX - FundVantage Trust - Polen Opportunistic High Yield Fund Investor Class 4
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 4
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 4
PFS Partners, LLC 4
Moss Adams Wealth Advisors LLC 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
Southland Equity Partners LLC 4
Jamison Private Wealth Management, Inc. 4
Tritonpoint Wealth, Llc 4
Sapient Capital Llc 4
Tyche Wealth Partners LLC 4
Criterion Capital Advisors, Llc 4
Cetera Trust Company, N.A 4
Gilliland Jeter Wealth Management LLC 4
AJOVista, LLC 4
Evergreen Private Wealth LLC 4
Harmony Asset Management Llc 4
Atlantic Edge Private Wealth Management, LLC 4
Chesapeake Capital Corp /il/ 4
Catalytic Wealth RIA, LLC 4
Wiser Advisor Group LLC 4
Richardson Capital Management LLC 4
Abich Financial Wealth Management LLC 4
Vermillion & White Wealth Management Group, LLC 4
Aviso Wealth Management 4
Evernest Financial Advisors, LLC 4
Fogel Capital Management, Inc. 4
Degroof Petercam Asset Management 4
Canopy Partners, LLC 4
Midland Wealth Advisors Llc 4
Torno Capital, Llc 4
Perbak Capital Partners LLP 4
Sanibel Captiva Trust Company, Inc. 4
Sivia Capital Partners, LLC 4
Sierra Summit Advisors Llc 4
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 4
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 4
Transcendent Capital Group LLC 4
Richardson Financial Services Inc. 4
Ables, Iannone, Moore & Associates, Inc. 4
Leo Wealth, LLC 4
Azzad Asset Management Inc /adv 4
Financial Synergies Wealth Advisors, Inc. 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Triad Wealth Partners, LLC 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
Fairway Wealth LLC 4
Catalina Capital Group, LLC 4
Embree Financial Group 4
Mediolanum International Funds Ltd 4
Hilltop National Bank 4
Fiduciary Family Office, Llc 4
TruNorth Capital Management, LLC 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
World Equity Group, Inc. 4
Fullcircle Wealth Llc 4
Mirae Asset Securities (usa) Inc. 4
Wealthgarden F.s. Llc 4
Fairfield Financial Advisors, LTD 4
Northwest & Ethical Investments L.P. 4
Aviso Financial Inc. 4
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 4
Centennial Bank/AR/ 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
Heritage Wealth Management, Inc. 4
Kennebec Savings Bank 4
Elyxium Wealth, LLC 4
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 4
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 4
Board of the Pension Protection Fund 4
Wingate Wealth Advisors, Inc. 4
BankPlus Trust Department 4
Purkiss Capital Advisors LLC 4
Promus Capital, LLC 4
one8zero8, LLC 4
Greykasell Wealth Strategies, Inc. 4
Generali Asset Management SPA SGR 4
VSM Wealth Advisory, LLC 4
Kiker Wealth Management, LLC 4
Millstone Evans Group, LLC 4
Graney & King, LLC 4
Bryce Point Capital, LLC 4
Conquis Financial Llc 4
Petros Family Wealth, LLC 4
MSH Capital Advisors LLC 4
Massar Capital Management, LP 4
IFC Advisors LLC 4
Novem Group 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
Armis Advisers, LLC 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
REAP Financial Group, LLC 4
Copia Wealth Management 4
Chancellor Financial Group WB LP 4
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 4
VestGen Advisors, LLC 4
NWF Advisory Services Inc. 4
Militia Capital Partners, LP 4
Birchbrook, Inc. 4
Ag2r La Mondiale Gestion D'actifs 4
Abn Amro Investment Solutions 4
Holos Integrated Wealth LLC 4
Boreal Capital Management LLC 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
Limestone Investment Advisors LP 4
Provenance Wealth Advisors, LLC 4
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 4
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 4
Evolution Wealth Management Inc. 4
Canal Capital Management, LLC 3
AlTi Global, Inc. 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
Fedenia Advisers LLC 3
Krane Funds Advisors LLC 3
Eads & Heald Wealth Management 3
United Advisor Group, LLC 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
Spectrum Wealth Counsel, LLC 3
Kuhn & Co Investment Counsel 3
Hermes Investment Management Ltd 3
Rovida Advisors Inc. 3
Peak Asset Management, LLC 3
Sage Investment Advisers LLC 3
Ksa Capital Management, Llc 3
Spectrum Financial Alliance Ltd LLC 3
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 3
Country Club Bank /gfn 3
Blackrock Master Llc 3
Secured Retirement Advisors, Llc 3
Outfitter Advisors, Ltd. 3
Stearns Financial Services Group 3
Madden Advisory Services, Inc. 3
J.Safra Asset Management Corp 3
Hellman Jordan Management Co Inc /ma/ 3
ABASX - AB TRUST - AB Discovery Value Fund Class A 3
Farmers National Bank 3
Samsung Asset Management (New York), Inc. 3
BMS Financial Advisors, LLC 3
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 3
Sunpointe, LLC 3
Capital Advantage, Inc. 3
Pvg Asset Management Corp 3
Badgley Phelps Wealth Managers, LLC 3
Harbour Investment Management Llc 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Capstone Series Fund Inc 3
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 3
Columbia Etf Trust 3
SS&H Financial Advisors, Inc. 3
Mechanics Financial Corp 3
Birmingham Capital Management Co Inc/al 3
Athena Investment Management 3
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
Putnam Fund For Growth & Income 3
Wrapmanager Inc 3
EHP Funds Inc. 3
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 3
Cabot Wealth Management Inc 3
Elefante Michael B 3
Stanford Investment Group, Inc. 3
Flagship Wealth Advisors, Llc 3
National Penn Investors Trust Co /pa 3
Tradewinds Global Investors, LLC 3
Abel Hall, LLC 3
Adams Hall Wealth Advisors, LLC 3
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 3
Spartan Planning & Wealth Management 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
Silphium Asset Management Ltd 3
Hilltop Park Associates LLC 3
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 3
Pier Capital, LLC 3
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 3
Badgley Phelps & Bell Inc 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 3
Longview Financial Advisors LLC 3
Harris Associates L P 3
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 3
Godsey & Gibb Associates 3
Fiduciary Management Associates Llc 3
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 3
Cypress Capital Management Llc 3
Spartan Fund Management Inc. 3
Reynolds Investment Management, Inc. 3
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF 3
HoyleCohen, LLC 3
Canvas Wealth Advisors, LLC 3
Midwest Trust Co 3
Q Global Advisors, LLC 3
Burnham Asset Management Corp /ny/ 3
Allegiant Private Advisors, LLC 3
Home Federal Bank Of Tennessee 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
Bingham Private Wealth, Llc 3
300 North Capital, Llc 3
Birnam Oak Advisors, LP 3
InterOcean Capital Group, LLC 3
Brookwood Investment Group LLC 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 3
Check Capital Management Inc/ca 3
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 3
Anb Bank 3
Brightworth 3
Redwood Capital Management, Llc 3
Napatree Capital Llc 3
Vertex One Asset Management Inc. 3
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 3
Sentry Investments Corp. 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 3
Investors Financial Group, LLC 3
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 3
Midwest Professional Planners, LTD. 3
Alpha Omega Wealth Management LLC 3
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 3
AA Financial Advisors, LLC 3
Wynnefield Capital Inc 3
VBCVX - VALIC Co I - Systematic Value Fund 3
Torray Llc 3
Emprise Bank 3
Astoria Portfolio Advisors LLC. 3
Burgundy Asset Management Ltd. 3
Rnc Capital Management Llc 3
Columbus Hill Capital Management, L.P. 3
B. Riley Financial, Inc. 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
Independence Capital Asset Partners, LLC 3
Northstar Group, Inc. 3
Armbruster Capital Management, Inc. 3
Fox Hill Wealth Management 3
JBR Co Financial Management Inc 3
Nicholas Company, Inc. 3
Arcus Capital Partners, LLC 3
Continental Investors Services, Inc. 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
Iron Financial, LLC 3
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 3
Nearwater Capital Markets, Ltd 3
Aris Wealth Services, Inc. 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
Lynch & Associates/in 3
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 3
Focus Financial Network, Inc. 3
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 3
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 3
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
ABN AMRO Bank N.V. 3
VCIGX - VALIC Co I - Dividend Value Fund 3
Ashburton (Jersey) Ltd 3
McGuire Investment Group, LLC 3
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 3
Confluence Wealth Management LLC 3
Magee Thomson Investment Partners Llc 3
Meritage Group LP 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
Knightsbridge Asset Management, Llc 3
Croft-leominster Inc 3
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 3
Vista Investment Management 3
Advisors Management Group Inc /adv 3
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 3
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 3
Slow Capital, Inc. 3
Paradigm, Strategies in Wealth Management, LLC 3
Advisor Consultant Network Inc 3
Paladin Advisory Group, LLC 3
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 3
1 North Wealth Services Llc 3
Pines Wealth Management, LLC 3
Cvfg Llc 3
Gibbs Wealth Management 3
Advance Capital Management, Inc. 3
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 3
Seeds Investor Llc 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 3
Rice Partnership, LLC 3
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 3
Crown Wealth Group, LLC 3
Members Wealth Llc 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
Better Money Decisions, LLC 3
American National Bank & Trust Co /va/ 3
Mb, Levis & Associates, Llc 3
Howard Capital Management Group, LLC 3
Wealth Group, Ltd. 3
Crowley Wealth Management, Inc. 3
Coordinated Financial Services, Inc./CO 3
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 3
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 3
Umpqua Bank 3
Kelman-Lazarov, Inc. 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
Willis Investment Counsel 3
Bck Capital Management Lp 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
Gifford Fong Associates 3
Valueworks Llc 3
Swedbank AB 3
Gabelli Convertible & Income Securities Fund Inc 3
Kirtland Hills Capital Management, Llc 3
Gillespie Robinson & Grimm Inc 3
Silvant Capital Management LLC 3
Saddle Road Partners, LLC 3
Traphagen Investment Advisors Llc 3
POM Investment Strategies, LLC 3
Westport Asset Management Inc 3
Oak Grove Capital LLC 3
DDM - PROSHARES TRUST - ProShares Ultra Dow30 3
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 3
ZEGA Investments, LLC 3
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30 3
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 3
Vista Investment Partners Llc 3
Pioneer Floating Rate Trust 3
Clear Point Advisors Inc. 3
Sugar Maple Asset Management, LLC 3
TKG Advisors, LLC 3
Oakmont Corp 3
Re Advisers Corp 3
Level Financial Advisors, Inc. 3
Ocean Capital Management, LLC 3
RB Capital Management, LLC 3
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
Eidelman Virant Capital 3
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 3
Elo Mutual Pension Insurance Co 3
International Value Advisers, LLC 3
Kavar Capital Partners Group, Llc 3
Bridges Investment Management Inc 3
Osborne Partners Capital Management, Llc 3
Pathway Financial Advisers, LLC 3
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 3
Rowland & Co Investment Counsel/adv 3
Bridge Creek Capital Management LLC 3
Pax World Management Llc 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Gould Asset Management Llc /ca/ 3
AMF Pensionsforsakring AB 3
Riverbridge Partners Llc 3
Breakwater Investment Management 3
Guggenheim Taxable Municipal Managed Duration Trust 3
Warwick Investment Management, Inc. 3
GDS Wealth Management 3
Tevis Investment Management 3
Wellesley Investment Partners, LLC 3
FT Vest Hedged Equity Income Fund: Series B1 3
Sunnymeath Asset Management, Inc. 3
Miller Wealth Advisors, Llc 3
Kohlberg Kravis Roberts & Co. L.P. 3
Cardinal Capital Management Llc /ct 3
Nbw Capital Llc 3
LCM Capital Management Inc 3
Charter Research & Investment Group, Inc. 3
Baskin Financial Services Inc. 3
Columbia Advisory Partners Llc 3
Baker Ellis Asset Management LLC 3
Ariel Investments, Llc 3
bLong Financial, LLC 3
Drake & Associates, LLC 3
Bank & Trust Co 3
Dodge & Cox 3
Rockingstone Advisors LLC 3
Thomaspartners, Inc. 3
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 3
Intrepid Capital Management Inc 3
Ritter Daniher Financial Advisory LLC / DE 3
SOL Capital Management CO 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
Arbiter Partners Capital Management LLC 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Stux Capital Management, LLC 3
Lilley & Co 3
ZynergyRetirementPlanningLLC 3
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 3
Consilium Wealth Advisory, LLC 3
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 3
Shelton Wealth Management, Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 3
Dividend Builder Portfolio 3
Mudrick Capital Management, L.P. 3
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 3
6 Meridian 3
Hager Investment Management Services, Llc 3
Tradewinds, LLC. 3
Newtyn Management, LLC 3
Trust For Advisor Solutions 3
Bradley & Co. Private Wealth Management, LLC 3
Chris Bulman Inc 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
Morgan Creek Global Equity Long/short Institutional Fund 3
Teachers Insurance & Annuity Association Of America 3
WCG Wealth Advisors LLC 3
Montchanin Asset Management, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 3
Breiter Capital Management Inc 3
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 3
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 3
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 3
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 3
Source Capital Inc /de/ 3
Global Assets Advisory, LLC 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Littlejohn & Co Llc 3
Financial Enhancement Group LLC 3
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 3
Arvest Trust Co N A 3
QTR Family Wealth, LLC 3
Landmark Wealth Management, LLC 3
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 3
Cypress Point Wealth Management, LLC 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
VACVX - VALIC Co II - Large Cap Value Fund 3
Scott Marsh Financial, LLC 3
Butensky & Cohen Financial Security, Inc 3
Advyzon Investment Management, LLC 3
Ancient Art, L.P. 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 3
Granite FO LLC 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 3
Reby Advisors, LLC 3
Energy Opportunities Capital Management, LLC 3
Ironwood Investment Management Llc 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
EWG Elevate Inc. 3
Charter Trust Co 3
Stableford Capital Ii Llc 3
Winthrop Advisory Group LLC 3
Compass Capital Management, Inc 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
Cedar Capital, Llc 3
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 3
Claris Advisors, Llc / Mo / 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
Private Wealth Advisors, Inc. 3
Hound Partners, LLC 3
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 3
Lcnb Corp 3
JHGEX - John Hancock Funds II - Global Equity Fund Class A 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
O'Neil Global Advisors, Inc. 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
JRNY - ALPS ETF Trust - ALPS Global Travel Beneficiaries ETF 3
Patten & Patten Inc/tn 3
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
NCP Inc. 3
First National Bank & Trust Co Of Newtown 3
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 3
Widmann Financial Services, Inc. 3
Rexford Capital Inc 3
Cardinal Capital Management 3
Cannon Financial Strategists, Inc. 3
TOWER TRUST & INVESTMENT Co 3
KP Management LLC 3
TCW ETF Trust - TCW Flexible Income ETF 3
Iberiabank Corp 3
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 3
Lau Associates Llc 3
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 3
Burling Wealth Partners, Llc 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
Salient Capital Advisors, LLC 3
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 3
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
Hall Capital Management Co Inc 3
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 3
Nfj Investment Group, Llc 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
Mattson Financial Services, LLC 3
Financial Advisory Corp /ut/ /adv 3
Brigade Capital Management, Lp 3
Harbor Financial Services, Llc 3
Quantessence Capital LLC 3
Palisades Investment Partners, LLC 3
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 3
Palumbo Wealth Management LLC 3
American Independence Financial Services LLC 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Desjardins Global Asset Management Inc. 3
Guardian Investment Management 3
RHJ International SA 3
Affinity Wealth Management Llc 3
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Discovery Capital Management, Llc / Ct 3
Axim Planning & Wealth 3
Elm Ridge Management, LLC 3
DMG Group, LLC 3
BancorpSouth Bank 3
Old North State Wealth Management, LLC 3
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 3
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 3
Sadoff Investment Management Llc 3
Goldstone Financial Group, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
Leisure Capital Management 3
Pictet North America Advisors SA 3
Dowling & Yahnke Llc 3
GQETX - GMO TRUST - GMO Quality Fund Class III 3
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 3
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 3
Maple Rock Capital Partners Inc. 3
Mainstream Capital Management LLC 3
Peterson Financial Group, Inc. 3
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 3
Essential Planning, LLC. 3
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 3
Gibraltar Capital Management, Inc. 3
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 3
Peterson Wealth Services 3
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 3
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 3
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 3
Veritas Investment Management LLP 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
MBA Advisors LLC 3
Electron Capital Partners, LLC 3
Harvey Investment Co Llc 3
Allen Capital Group, LLC 3
Hudson Valley Investment Advisors Inc /adv 3
Karpus Management, Inc. 3
Fermata Advisors, LLC 3
Alpine Bank Wealth Management 3
Amiya Capital LLP 3
Investment Centers Of America Inc 3
Glenview State Bank Trust Dept. 3
Summit Asset Management, LLC 3
Argent Financial Group, Inc. 3
Mindset Wealth Management, Llc 3
Safe Harbor Fiduciary, LLC 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
Diversified Enterprises, LLC 3
Sii Investments Inc/wi 3
Sunflower Bank, Na Wealth Management 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
Bearing Point Capital, Llc 3
Harvey Capital Management Inc 3
Warther Private Wealth, LLC 3
WNY Asset Management, LLC 3
Goodman Advisory Group, LLC 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Account Management LLC 3
Ignite Planners, LLC 3
Fernwood Investment Management, LLC 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
Zebra Capital Management LLC 3
Mendel Money Management 3
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 3
FT Vest Total Return Income Fund: Series A2 3
FT Vest Hedged Equity Income Fund: Series A2 3
Missouri Trust & Investment Co 3
Vision Capital Management, Inc. 3
Seelaus Asset Management LLC 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
Cornerstone Planning, LLC 3
Fsb Premier Wealth Management, Inc. 3
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 3
Spectrum Management Group, LLC 3
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 3
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 3
First Business Financial Services, Inc. 3
Bernard Wealth Management Corp. 3
Tudor Financial Inc. 3
Ballast, Inc. 3
Ahl Investment Management, Inc. 3
Boltwood Capital Management 3
Quad Capital Management Advisors LLC 3
LeConte Wealth Management, LLC 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 3
Transform Wealth, LLC 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 3
Argent Trust Company, N.a. 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 3
Acadia Trust Na 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
Ratan Capital Management LP 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
Avondale Wealth Management 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 3
Phraction Management LLC 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 3
Paulson & Co. Inc. 3
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
Precept Management LLC 3
Mitchell & Pahl Private Wealth, Llc 3
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 3
Bridges Investment Counsel Inc/ 3
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 3
General Partner, Inc. 3
Revolve Wealth Partners, LLC 3
Wealth Preservation Advisors, LLC 3
Quadrature Capital LLP 3
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 3
CORDA Investment Management, LLC. 3
Sfmg, Llc 3
Scissortail Wealth Management, LLC 3
Sandy Cove Advisors, LLC 3
ABVAX - AB TRUST - AB Value Fund Class A 3
CRA Financial Services, LLC 3
Creative Capital Management Investments LLC 3
NOLCX - Northern Funds - Northern Large Cap Core Fund 3
All Terrain Financial Advisors, LLC 3
NOLVX - Northern Funds - Northern Large Cap Value Fund 3
Jackson Square Partners, LLC 3
Bridgewater Advisors Inc. 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
G&S Capital LLC 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
PRNT - Ark ETF Trust - The 3D Printing ETF 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
Yelin Lapidot Holdings Management Ltd. 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
Cape Ann Savings Bank 3
Relative Value Partners Group, LLC 3
Old West Investment Management, LLC 3
Alpha Family Trust 3
Northeast Investment Management 3
Weatherstone Capital Management 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
Schulhoff & Co Inc 3
Pegasus Asset Management, Inc. 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
Montage Investments, Llc 3
Wells Trecaso Financial Group, LLC 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
Pinnacle Private Wealth, LLC 3
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H 3
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Silicon Hills Wealth Management, LLC 3
HN Saltoro Capital, LP 3
Belmont Capital, LLC 3
Lombard Odier Transatlantic, Limited Partnership 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
Connective Portfolio Management, LLC 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
Lyons Wealth Management, LLC. 3
10-15 Associates, Inc. 3
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 3
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 3
Highwater Wealth Management, LLC 3
Delaney Dennis R 3
Timber Creek Capital Management LLC 3
WUSAX - WANGER ADVISORS TRUST - Wanger USA 3
Jd Capital Management Llc 3
Counsel Portfolio Services Inc. 3
Relyea Zuckerberg Hanson LLC 3
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
Archon Partners LLC 3
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 3
Sandell Asset Management Corp 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Altavista Wealth Management, Inc. 3
Verum Partners LLC 3
Greystone Financial Group, LLC 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 3
Lineweaver Wealth Advisors, LLC 3
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 3
BRAMX - Blackrock Allocation Target Shares - Bats Series M 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
Unigestion Holding SA 3
Nordwand Advisors, LLC 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 3
ROSS\JOHNSON & Associates LLC 3
Chapin Davis, Inc. 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 3
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 3
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
Primoris Wealth Advisors, Llc 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 3
Carson Advisory Inc. 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
Fiduciary Services Corp/ga 3
Washington Capital Management Inc 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
Usca All Terrain Fund 3
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 3
Fortress Private Ledger, Llc 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 3
BlackDiamond Wealth Management Inc. 3
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 3
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 3
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 3
SP Asset Management LLC 3
Breakwater Capital Group 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 3
Freedman Financial Associates, Inc. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 3
Aire Advisors, Llc 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
Pcg Asset Management, Llc 3
Wealth Effects Llc 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
PayPay Securities Corp 3
Armstrong Henry H Associates Inc 3
Redwood Park Advisors LLC 3
CBOE Vest Financial, LLC 3
S. Muoio & Co. Llc 3
CFO4Life, L.P. 3
Fairfield, Bush & Co. 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
Sentinel Asset Management, Inc. 3
Harvard Management Co Inc 3
Cidel Asset Management Inc 3
Enhancing Capital LLC 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
Fractal Investments LLC 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 3
Milestone Asset Management, Llc 3
Sandbox Financial Partners, LLC 3
AGH Wealth Advisors, LLC 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 3
Reyes Financial Architecture, Inc. 3
Evolution Advisers, Inc. 3
Formula Growth Ltd 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 3
Integris Wealth Management, LLC 3
Lbmc Investment Advisors, Llc 3
Udine Wealth Management, Inc. 3
Mezzasalma Advisors, LLC 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
Crossvault Capital Management LLC 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
ShoreHaven Wealth Partners, LLC 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
Riverview Capital Advisers, LLC 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 3
Northcape Wealth Management, Llc 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
River Street Advisors LLC 3
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 3
Court Place Advisors, LLC 3
TCW ETF Trust - TCW High Yield Bond ETF 3
Ransom Advisory, Ltd 3
Outfitter Financial LLC 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
German American Bancorp, Inc. 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
Heartland Bank & Trust Co 3
Wcm Investment Management, Llc 3
Qvr Llc 3
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
Ethos Financial Group, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A 3
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 3
Mach-1 Financial Group, Inc. 3
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
RIA Advisory Group LLC 3
Invst, LLC 3
Sloy Dahl & Holst, LLC 3
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 3
Probity Advisors, Inc. 3
New Hampshire Trust 3
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 3
Nuveen Fund Advisors, LLC 3
Main Street Research LLC 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
Koesten, Hirschmann & Crabtree, INC. 3
Westwood Management Corp /il/ 3
Alaska Permanent Fund Corp 3
Richards, Merrill & Peterson, Inc. 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 3
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 3
First Citizens Financial Corp 3
PACIFIC SELECT FUND - Comstock Portfolio Class I 3
Private Wealth Advisors, LLC 3
Twin Focus Capital Partners, Llc 3
Charles Schwab Trust Co 3
Prosperity Consulting Group, LLC 3
Optimize Financial Inc 3
Oppenheimer Rising Dividends Fund 3
Boulder Hill Capital Management Lp 3
Ambassador Advisors, LLC 3
Strategic Investment Management, Llc 3
Emory University 3
Round Rock Advisors, LLC 3
Juniper Investment Company, LLC 3
Syntegra Private Wealth Group, LLC 3
First Merchants Corp 3
Xcel Wealth Management, LLC 3
Hefty Wealth Partners 3
AIMZ Investment Advisors, LLC 3
S.A. Mason LLC 3
Tanglewood Legacy Advisors, LLC 3
Bull Street Advisors, LLC 3
Blue Square Asset Management, Llc 3
TCF National Bank 3
Arista Wealth Management, LLC 3
Seven Grand Managers, Llc 3
Notis-McConarty Edward 3
Anavon Capital LLP 3
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
Nuveen Equity Premium Opportunity Fund 3
Delta Financial Group, Inc. 3
Nuveen Equity Premium Advantage Fund 3
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 3
Cercano Management LLC 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Provident Wealth Management, LLC 3
PKS Advisory Services, LLC 3
Worth Financial Advisory Group, LLC 3
Nicolet Bankshares Inc 3
Kidder Stephen W 3
Duquesne Family Office LLC 3
Insight 2811, Inc. 3
Broderick Brian C 3
MEMBERS Trust Co 3
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 3
Cascade Investment Advisors, Inc. 3
Monte Financial Group, LLC 3
Tealwood Asset Management Inc 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
Flow State Investments, L.P. 3
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 3
Variable Insurance Trust 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
Firsthand Capital Management, Inc. 3
Oppenheimer Ultra-short Duration Fund 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
Global Strategic Investment Solutions, LLC 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
Gyrus Investment Management Inc. 3
Integrated Wealth Counsel, Llc 3
Applied Capital LLC/FL 3
Cornell Pochily Investment Advisors, Inc. 3
Colonial River Wealth Management, LLC 3
Mosaic Family Wealth Partners, Llc 3
Delta Financial Advisors Llc 3
Stonehage Fleming (uk) Ltd 3
Loeb Partners Corp 3
Principle Wealth Partners Llc 3
Irenic Capital Management LP 3
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 3
Nauset Wealth Management. LLC 3
Corsicana & Co. 3
Steinberg Asset Management Llc 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
Saxon Interests, Inc. 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Northstar Asset Management Llc 3
Peloton Wealth Strategists 3
Pacific Global Investment Management Co 3
Beach Investment Counsel Inc/pa 3
Financial Freedom, LLC 3
Grey Fox Wealth Advisors, LLC 3
BigSur Wealth Management LLC 3
Western Asset Managed High Income Fund Inc. 3
Clark Estates Inc/ny 3
Western Asset Global Partners Income Fund Inc. 3
Schwab Charitable Fund 3
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 3
UFO - Procure ETF Trust II - Procure Space ETF 3
Bpv Family Of Funds 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
Oak Hill Wealth Advisors, Llc 3
Premier Asset Management Llc 3
Middleton & Co Inc/ma 3
Glenhill Advisors Llc 3
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 3
Wendell David Associates Inc 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
Next Level Private LLC 3
Alteri Wealth LLC 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
Chemistry Wealth Management LLC 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
Rothschild & Co Wealth Management UK Ltd 3
GVO Asset Management Ltd 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
Van Strum & Towne Inc. 3
Kula Investments, LLC 3
Oppenheimer Main Street All Cap Fund 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
Marxe Austin W & Greenhouse David M 3
Meridian Management Co 3
Avantra Family Wealth, Inc. 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
Palouse Capital Management, Inc. 3
Berkshire Asset Management Llc/pa 3
Seldon Capital Lp 3
Heritage Investors Management Corp 3
Junto Capital Management LP 3
Roof Eidam & Maycock/adv 3
Sonora Investment Management Group, LLC 3
Stralem & Co Inc 3
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 3
Oppenheimer Rochester California Municipal Fund 3
Pzena Investment Management Llc 3
Integrity Capital Management (HK) Ltd 3
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 3
Summit Financial Wealth Advisors, LLC 3
Mitchell Mcleod Pugh & Williams Inc 3
Orleans Capital Management Corp/la 3
Providence Wealth Advisors, LLC 3
Financial Partners Group, Inc 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
MBE Wealth Management, LLC 3
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 3
Financial Consulate Inc. 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
Pavion Blue Capital, LLC 3
Northwest Bancshares, Inc. 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
Financial Network Wealth Management LLC 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Per Stirling Capital Management, LLC. 3
CIC Wealth, LLC 3
Keudell/Morrison Wealth Management 3
WJ Wealth Management, LLC 3
Evercore Trust Company, N.A. 3
Benedict Financial Advisors Inc 3
Gateway Advisory, LLC 3
Investment Advisory Group, LLC 3
Liberty All Star Growth Fund Inc. 3
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 3
FolioMetrix LLC 3
Vista Wealth Management Group, LLC 3
Fluent Financial, LLC 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
Gateway Wealth Partners, LLC 3
Silverlake Wealth Management Llc 3
General American Investors Co Inc 3
Talbot Financial, LLC 3
Madison Strategic Sector Premium Fund 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
Pettee Investors, Inc. 3
Enterprise Trust & Investment Co 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Tradition Asset Management Llc 3
Palisade Asset Management, LLC 3
Bright Rock Capital Management, Llc 3
Linden Thomas Advisory Services, LLC 3
Rudd International, Inc. 3
Jacobsen Capital Management 3
Employers Holdings, Inc. 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 3
NFP Retirement, Inc. 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Eagle Strategies LLC 3
LaSalle St. Investment Advisors, LLC 3
Richard C. Young & CO., LTD. 3
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
InTrack Investment Management Inc 3
Curat Global, LLC 3
Lee Capital Holdings LLC 3
PBMares Wealth Management LLC 3
VAUGHAN & Co SECURITIES, INC. 3
Steamboat Capital Partners, LLC 3
Geller Advisors LLC 3
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 3
Investor's Fiduciary Advisor Network, LLC 3
Hayden Royal, Llc 3
Crews Bank & Trust 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 3
True North Advisors, LLC 3
Winslow Asset Management Inc 3
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 3
Private Capital Management Llc 3
Builder Investment Group Inc /adv 3
JACKSON VARIABLE SERIES TRUST - JNL/FAMCO Flex Core Covered Call Fund (A) 3
Fagan Associates, Inc. 3
Bbjs Financial Advisors, Llc 3
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 3
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 3
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 3
MKT Advisors LLC 3
Shoker Investment Counsel, Inc. 3
ICW Investment Advisors LLC 3
Cascade Investment Group, Inc. 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 3
Elevated Capital Advisors, LLC 3
Horizon Kinetics Asset Management Llc 3
Noesis Capital Mangement Corp 3
Financial Connections Group, Inc. 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 3
Pinnacle Wealth Advisors 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 3
Kozak & Associates, Inc. 3
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 3
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 3
Roxbury Financial LLC 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
Zhang Financial LLC 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
Franklin BSP Private Credit Fund 3
Murphy & Mullick Capital Management Corp 3
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 3
Fort Sheridan Advisors Llc 3
Wesleyan Assurance Society 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
Gq Asset Management, Llc 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
Mid Continent Capital Llc/il 3
Manhattan West Asset Management, LLC 3
Stonebridge Financial Planning Group, LLC 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Fundamentun, Llc 3
RELIANCE TRUST Co 3
Ab Multi-manager Alternative Fund 3
TAP Consulting, LLC 3
Ti-trust, Inc 3
Legacy Wealth Partners, Inc. 3
Financial Strategy Network, LLC 3
Prostatis Group LLC 3
Lyell Wealth Management, Lp 3
Duff & Phelps Investment Management Co 3
Wealth Management Partners, LLC 3
Starfire Investment Advisers, Inc. 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
Curtis Advisory Group, LLC 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
Gilman Hill Asset Management, LLC 3
Arbor Investment Advisors, LLC 3
Montis Financial, LLC 3
Spdr Dow Jones Industrial Average Etf Trust 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
RVW Wealth, LLC 3
Guardian Wealth Advisors, Llc / Nc 3
Wealth Management Associates, Inc. 3
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 3
Enterprise Bank & Trust Co 3
Holderness Investments Co 3
Cadinha & Co Llc 3
Greylin Investment Mangement Inc 3
Sage Rhino Capital Llc 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
Alethea Capital Management, Llc 3
Means Investment Co., Inc. 3
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
FEDX - Emles Trust - Emles Federal Contractors ETF 3
Highland Private Wealth Management 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
Opseu Pension Plan Trust Fund 3
Efficient Market Advisors, LLC 3
Pettyjohn, Wood & White, Inc 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
Loveless Wealth Management LLC 3
Dohj, Llc 3
Clg Llc 3
Zazove Associates Llc 3
Bank Of Stockton 3
Wulff, Hansen & Co. 3
DEFN - Emles Trust - Emles Protective Allocation ETF 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
Occidental Asset Management, LLC 3
FT Vest Total Return Income Fund: Series A4 3
Stokes Family Office, LLC 3
Guinness Asset Management LTD 3
Amplify ETF Trust - Amplify CWP Growth & Income ETF 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
FT Vest Hedged Equity Income Fund: Series A4 3
Absher Wealth Management, Llc 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
ESL Trust Services, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 3
Galvin, Gaustad & Stein, LLC 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3
West Chester Capital Advisors, Inc 3
Alta Capital Management Llc/ 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
ERn Financial, LLC 3
Pathlight Investors Llc 3
Altrinsic Global Advisors Llc 3
Tounjian Advisory Partners, Llc 3
Cypress Capital, LLC 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 3
AMJ Financial Wealth Management 3
Alight Capital Management LP 3
TBH Global Asset Management, LLC 3
Mmbg Investment Advisors Co. 3
Covenant Partners, LLC 3
Jackson, Grant Investment Advisers, Inc. 3
Liberty All Star Equity Fund 3
Clarfeld Financial Advisors, Llc 3
Delta Accumulation, LLC 3
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 3
Huntleigh Advisors, Inc. 3
Mid Atlantic Financial Management Inc/adv 3
Knuff & Co LLC 3
Btr Capital Management Inc 3
Gyl Financial Synergies, Llc 3
Leigh Baldwin & Co., Llc 3
Goodman Financial Corp 3
Summit Wealth Group, LLC 3
Private Advisors, LLC 3
Columbia Trust Co 01012016 3
Legacy Wealth Management, LLC / MS 3
Bernardo Wealth Planning LLC 3
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 3
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 3
Independent Solutions Wealth Management, LLC 3
Full Sail Capital, LLC 3
Single Point Partners, LLC 3
Thrive Wealth Management, LLC 3
Cox Capital Mgt LLC 3
BCS Wealth Management 3
Empire Financial Management Company, LLC 3
Keystone Wealth Services, LLC 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
Crumly & Associates Inc. 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
Capital Financial Planning, LLC 3
Strategic Wealth Designers 3
Causeway Capital Management Llc 3
One Charles Private Wealth Services, LLC 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
Independence Advisors, LLC 3
Constellation Wealth Advisors, LLC 3
Silverleafe Capital Partners, LLC 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
Voya Senior Income Fund 3
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
Plimoth Trust Co Llc 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 3
Islay Capital Management, Llc 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
First Fiduciary Investment Counsel, Inc. 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
Guidance Point Advisors, LLC 3
Watson Rebecca 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
William Allan, Llc 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 3
London & Capital Asset Management Ltd 3
Vaughan David Investments Inc/il 3
Channel Wealth Llc 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
Trust Co Of Virginia /va 3
Professional Financial Advisors, LLC 3
Sender Co & Partners, Inc. 3
Tech Square Trading Lp 3
Meridian Wealth Advisors, LLC 3
Harvest Investment Services, LLC 3
Emerald Advisors, LLC 3
One Madison Group Llc 3
North Ridge Wealth Advisors, Inc. 3
Matrix Asset Advisors Inc/ny 3
Old Port Advisors 3
Actinver Wealth Management, Inc. 3
Beirne Wealth Consulting Services, LLC 3
Fortem Financial Group, Llc 3
DeDora Capital, Inc. 3
Pluribus Labs, LLC 3
St. Clair Advisors, LLC 3
Advanced Research Investment Solutions, Llc 3
O'Shares Investment Advisers, LLC 3
Lakewood Capital Management, Lp 3
HBC Financial Services, PLLC 3
Ostrum Asset Management U.s., Llc 3
McCarthy Grittinger Financial Group, LLC 3
Campbell Wealth Management 3
Town & Country Bank & Trust CO dba First Bankers Trust CO 3
Charles Stewart Mott Foundation 3
25 Llc 3
Win Advisors, Inc 3
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 3
Mountaineer Partners Management, LLC 3
BIP Wealth, LLC 3
White Pine Investment CO 3
Synergy Investment Management, LLC 3
Pinnacle West Asset Management, Inc. 3
DCM Advisors, LLC 3
Planning Solutions Group Llc 3
S&co Inc 3
Mattern Wealth Management LLC 3
SFE Investment Counsel 3
Edgemoor Investment Advisors, Inc. 3
HFG Advisors, Inc. 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
Ninety One North America, Inc. 3
Fairhaven Wealth Management, LLC 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
Laird Norton Trust Company, Llc 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
Jmac Enterprises Llc 3
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
Farmers & Merchants Trust Co of Long Beach 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
Pacific Wealth Strategies Group, Inc. 3
Aft, Forsyth & Company, Inc. 3
1776 Wealth LLC 3
Derbend Asset Management 3
Lowe Brockenbrough & Co Inc 3
ABLE Financial Group, LLC 3
Tufton Capital Management 3
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Grandeur Peak Global Advisors, LLC 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 3
SCIU - Global X Funds - Global X Scientific Beta US ETF 3
361 Capital Llc 3
Vivid Financial Management, Inc. 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
Element Wealth, LLC 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
DCF Advisers, LLC 3
Twin Lakes Capital Management, LLC 3
Asset Advisors Corp 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
MBM Wealth Consultants, LLC 3
Private Portfolio Partners Llc 3
Smith, Graham & Co., Investment Advisors, LP 3
PCA Investment Advisory Services Inc. 3
Bickling Financial Services, Inc. 3
Truehand, Inc 3
Bank of Marin 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
Robertson Stephens Wealth Management, LLC 3
Austin Private Wealth, LLC 3
Titleist Asset Management, Llc 3
Fire Capital Management LLC 3
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 3
Sound View Wealth Advisors, Llc 3
VeraBank, N.A. 3
Apexium Financial, Lp 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
Traverso Chambers Private Wealth Management, LLC 3
Delphia (USA) Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 3
First Eagle Credit Opportunities Fund 3
Davidson & Garrard Inc 3
PENN SERIES FUNDS INC - Large Growth Stock Fund 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
Paradoxiom Capital L.P. 3
CastleKnight Management LP 3
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 3
Wambolt & Associates, LLC 3
Western Pacific Wealth Management, LP 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
Jackson Hole Capital Partners, LLC 3
Garrison Point Advisors, Llc 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 3
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 3
Live Oak Private Wealth LLC 3
Strategic Investment Advisors / MI 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
Summit Financial, LLC 3
AlphaCore Capital LLC 3
Mill Capital Management, LLC 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
GURU - Global X Funds - Global X Guru Index ETF 3
Bigelow Investment Advisors, LLC 3
Tcg Advisors, Lp 3
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
HFR Wealth Management, LLC 3
Reliant Investment Management, LLC 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
Measured Risk Portfolios, Inc. 3
James Reed Financial Services, Inc. 3
Bassett Hargrove Investment Counsel, Llc 3
D L Carlson Investment Group Inc 3
Vanguard Specialized Funds 3
Menard Financial Group LLC 3
United Fire Group Inc 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
Capital Investment Counsel, Inc 3
Demars Financial Group, LLC 3
Linscomb & Williams, Inc. 3
Broadway Wealth Solutions, Inc. 3
Inverness Investment Group, LLC 3
Blackston Financial Advisory Group, LLC 3
Detalus Advisors, LLC 3
Kathmere Capital Management, LLC 3
Vigilare Wealth Management 3
FT Vest Total Return Income Fund: Series B1 3
Taurus Asset Management, Llc 3
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 3
Capital Wealth Alliance, LLC 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
Luken Investment Analytics, LLC 3
Lumbard & Kellner, LLC 3
Ovata Capital Management Ltd 3
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 3
Investment Research & Advisory Group, Inc. 3
Fusion Family Wealth LLC 3
Cardinal Point Capital Management, ULC 3
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 3
New Capital Management LP 3
Abbrea Capital, LLC 3
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 3
Coho Partners, Ltd. 3
Kays Financial Advisory Corp /adv 3
Fortress Wealth Group, LLC 3
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 3
SeaBridge Investment Advisors LLC 3
First County Bank /CT/ 3
Hillman Capital Management, Inc. 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
Asio Capital, LLC 3
Lazari Capital Management, Inc. 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
Hartline Investment Corp/ 3
Holland Capital Management Llc 3
Waycross Partners, Llc 3
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
Planning Center, Inc. 3
Adirondack Research & Management Inc. 3
Franklin Universal Trust 3
Icapital Wealth Llc 3
Core Wealth Advisors, Inc. 3
Visionary Wealth Advisors 3
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 3
Diversified Portfolios, Inc. 3
Reilly Herbert Faulkner III 3
Keebeck Wealth Management, LLC 3
Hamilton Point Investment Advisors, LLC 3
Diameter Capital Partners LP 3
Alpha Cubed Investments, LLC 3
Marietta Investment Partners Llc 3
Ballast Advisors Llc 3
Berkshire Money Management, Inc. 3
Balasa Dinverno & Foltz Llc 3
BSW Wealth Partners 3
Mission Creek Capital Partners, Inc. 3
Jacobus Wealth Management, Inc. 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
Blueprint Investment Partners LLC 3
DRIPX - MP63 FUND INC - MP63 Fund 3
Cardiff Park Advisors, Llc 3
Cedar Hill Associates, Llc 3
Gargoyle Investment Advisor L.L.C. 3
Foster & Motley Inc 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
Wealth Architects, LLC 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
South Plains Financial, Inc. 3
Davidson Trust Co 3
NewFocus Financial Group, LLC 3
Vision Financial Markets Llc 3
King Wealth 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
Lederer & Associates Investment Counsel/ca 3
Sterling Global Strategies LLC 3
Callan Capital, LLC 3
Trust Co of Kansas 3
Successful Portfolios LLC 3
West Michigan Advisors, Llc 3
Point72 Europe (London) LLP 3
SeaStone Capital Management, L.P. 3
Ntv Asset Management Llc 3
Caxton Corp 3
Altman Advisors, Inc. 3
Seven Springs Wealth Group, LLC 3
Autus Asset Management, LLC 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
Hudson Canyon Capital Management 3
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 3
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 3
Dymon Asia Capital (singapore) Pte. Ltd. 3
Polar Capital LLP 3
Adell Harriman & Carpenter Inc 3
DELAWARE VIP TRUST - Delaware VIP Covered Call Strategy Series Standard 3
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 3
Logan Capital Management Inc 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
Bard Associates Inc 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
NCM Capital Management, LLC 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
Cooperatieve Rabobank U.A. 3
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 3
Scopia Capital Management Lp 3
Kraematon Investment Advisors, Inc 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
Invesco, Llc 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 3
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
HighTower Trust Services, LTA 3
Tradition Capital Management Llc 3
Armstrong, Fleming & Moore, Inc 3
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 3
Fidgeon Timothy F 3
Cpwm, Llc 3
Brooktree Capital Management 3
Exeter Financial, LLC 3
Granite Bay Wealth Management, LLC 3
MKP Capital Management, L.L.C. 3
Equitec Specialists, Llc 3
Basso Capital Management, L.p. 3
Cerro Pacific Wealth Advisors LLC 3
Mrj Capital Inc 3
Cobalt Capital Management, Inc. 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
Ulland Investment Advisors, LLC 3
Doheny Asset Management /ca 3
Oppenheimer Capital Appreciation Fund 3
Palestra Capital Management LLC 3
Tandem Capital Management Corp /adv 3
Danda Trouve Investment Management, Inc. 3
Filbrandt Wealth Management, LLC 3
Gyroscope Capital Management Group, Llc 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 3
Tempus Wealth Planning, LLC 3
TFG Advisers LLC 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
Autumn Glory Partners, LLC 3
EagleClaw Capital Managment, LLC 3
OmniStar Financial Group, Inc. 3
American Institute for Advanced Investment Management, LLP 3
Sensato Investors LLC 3
HHR Asset Management, LLC 3
Hamel Associates, Inc. 3
Northwest Bank & Trust Co 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 3
First Community Trust Na 3
Pacific Sun Financial Corp 3
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Archipel Asset Management AB 3
Benchmark Investment Advisors LLC 3
Westshore Wealth, LLC 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 3
Magnolia Capital Advisors Llc 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Resource Management, LLC 3
Eagle Rock Investment Company, Llc 3
First Niagara Bank 3
Liberty One Investment Management, Llc 3
Cypress Asset Management Inc/tx 3
Scoggin Management Lp 3
Richwood Investment Advisors, LLC 3
Beacon Investment Advisory Services, Inc. 3
Talon Private Wealth, LLC 3
Excalibur Management Corp 3
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
Beta Wealth Group, Inc. 3
Tobam 3
Omni Event Management Ltd 3
Investment Management Of Virginia Llc 3
Grassi Investment Management Llc 3
Wilson, Kemp & Associates, Inc. 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
Terra Nova Asset Management LLC 3
Personal Wealth Partners 3
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 3
Insight Advisors, LLC/ PA 3
Cooper/haims Advisors, Llc 3
Citizens National Bank Trust Department 3
Titleist Asset Management, Ltd. 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
Rather & Kittrell, Inc. 3
Consolidated Planning Corp 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
Galaxy Capital Trading Ltd 3
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
Darsana Capital Partners LP 3
Lester Murray Antman dba SimplyRich 3
Huber Financial Advisors, Llc 3
Dean Capital Management 3
Palo Capital, Inc. 3
Corrigan Financial, Inc. 3
Creegan & Nassoura Financial Group, LLC 3
Beacon Financial Group 3
Endex Capital Management Llc 3
Quadrant Capital Management, LLC 3
Cacti Asset Management Llc 3
Cqs (us), Llc 3
First Western Capital Management Co 3
Northwest Quadrant Wealth Management, LLC 3
Grace Capital 3
Prosperity Financial Group, Inc. 3
Ballew Advisors, Inc 3
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
FrontFour Capital Group LLC 3
Chessman Wealth Strategies Ria 3
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 3
Stock Yards Bank & Trust Co 3
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 3
Eaton Vance Enhanced Equity Income Fund 3
Holowesko Partners Ltd. 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Townsend & Associates, Inc 3
Robbins Farley Llc 3
Berger Financial Group, Inc 3
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 3
Ruffer LLP 3
Pratt Collard Advisory Partners LLC 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Nikulski Financial, Inc. 3
Princeton Portfolio Strategies Group LLC 3
Allen Operations Llc 3
Fragasso Group Inc. 3
ATFV - Alger ETF Trust - Alger 35 ETF 3
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 3
Naples Global Advisors, Llc 3
Spouting Rock Asset Management, LLC 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
Sax Wealth Advisors, Llc 3
Apella Capital, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 3
First Washington CORP 3
Auxano Advisors, LLC 3
Stockman Wealth Management, Inc. 3
Capital One Financial Corp 3
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 3
StrongBox Wealth, LLC 3
Bredin Investment Llc 3
Cohen Lawrence B 3
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 3
Atalaya Capital Management LP 3
Schoolcraft Capital LLC 3
Navis Wealth Advisors, LLC 3
Jackson Square Capital, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 3
Texas Capital Bancshares Inc/tx 3
American Assets Investment Management, LLC 3
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 3
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 3
Espalier Global Management LLC 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
First National Bank of Mount Dora, Trust Investment Services 3
MBEQX - M FUND INC - M International Equity Fund 3
Community Bank & Trust, Waco, Texas 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
Hibernia Wealth Partners, LLC 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
M. Kraus & Co 3
Broadleaf Partners, LLC 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
WFA Asset Management Corp 3
Rezny Wealth Management, Inc. 3
C2C Wealth Management, LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
Sawyer & Company, Inc 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
Marshwinds Advisory Co 3
Econ Financial Services Corp 3
Centenus Global Management, Lp 3
Affiance Financial, LLC 3
Vista Private Wealth Partners. LLC 3
Portland Global Advisors LLC 3
Regatta Capital Group, Llc 3
Landaas & Co /wi /adv 3
Community Trust & Investment Co 3
Snider Financial Group 3
44 Wealth Management Llc 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
Harrington Investments, INC 3
Wimmer Associates 1, Llc 3
Cahaba Wealth Management, Inc. 3
West Financial Advisors, LLC 3
Private Asset Management Inc 3
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 3
D. Scott Neal, Inc. 3
Marshall Investment Management, Llc 3
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 3
Haverford Financial Services, Inc. 3
Ssga Master Trust 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
Space Summit Capital LLC 3
Edge Wealth Management LLC 3
Beaton Management Co. Inc. 3
MWA Asset Management 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
Burke & Herbert Bank & Trust Co 3
Alliance Wealth Advisors, LLC 3
Amussen Hunsaker Associates Llc 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 3
Peoples Bank/KS 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
Soroban Capital Partners LP 3
Baker Boyer National Bank 3
Cfs, Llc 3
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 3
Aristotle Atlantic Partners, Llc 3
SNS Financial Group, LLC 3
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 3
Segment Wealth Management, LLC 3
AlphaCentric Advisors LLC 3
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 3
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 3
Defined Wealth Management, Llc 3
Beacon Trust Co 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
Lafayette Investments, Inc. 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
SCS Capital Management LLC 3
Sarasin & Partners LLP 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
VSR Financial Services, Inc. 3
Providence First Trust Co 3
MIG Capital, LLC 3
Cutler Investment Counsel Llc 3
Burns J W & Co Inc/ny 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
Itau USA Asset Management Inc. 3
Woodstock Corp 3
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class 3
Taylor, Cottrill LLC 3
Encompass Wealth Advisors, Llc 3
Blackrock Enhanced Global Dividend Trust 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 3
Knollwood Investment Advisory, LLC 3
JETS - ETF Series Solutions - U.S. Global Jets ETF 3
Sicart Associates LLC 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 3
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 3
Edmond de Rothschild (Europe) 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
Exchange Bank 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
Truepoint, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 3
Summit Financial Group, Inc. 3
Rainier Group Investment Advisory LLC 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
Fountainhead AM, LLC 3
Cai Capital Management, Inc. 3
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 3
Curio Wealth, Llc 3
Savoie Capital LLC 3
Allen Mooney & Barnes Investment Advisors LLC 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
Rpo Llc 3
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 3
Shulman DeMeo Asset Management LLC 3
Meristem Family Wealth, LLC 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Windsor Group LTD 3
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 3
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
Hamilton Capital, LLC 3
Accretive Wealth Partners, LLC 3
Cortina Asset Management, LLC 3
Unio Capital LLC 3
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 3
Alta Wealth Advisors LLC 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
Cullinan Associates Inc 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
VICEX - USA MUTUALS - USA Mutuals Vitium Global Fund - Investor Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
Thb Asset Management 3
Valley Brook Capital Group, Inc. 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Blankinship & Foster, LLC 3
ARS Wealth Advisors, LLC 3
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 3
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 3
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Grassi Investment Management 3
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 3
Renasant Bank 3
Pinney & Scofield, Inc. 3
Fidelity D & D Bancorp Inc 3
Castle Rock Wealth Management, LLC 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
Guardian Capital Advisors Lp 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
Steadfast Capital Management Lp 3
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 3
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 3
Watermark Asset Management, Inc. 3
Morton Capital Management LLC/CA 3
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 3
Havens Advisors Llc 3
One River Asset Management, LLC 3
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 3
Sonata Capital Group Inc 3
Delta Investment Management, LLC 3
Cooper Financial Group 3
Iowa State Bank 3
Orca Investment Management, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 3
Carderock Capital Management Inc 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
Boston Financial Mangement Llc 3
A3 Alternative Credit Fund 3
Norman Fields, Gottscho Capital Management, LLC 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
Franklin, Parlapiano, Turner & Welch, LLC 3
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 3
Adalta Capital Management LLC 3
Diligent Investors, LLC 3
Wunderlich Capital Managemnt 3
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 3
Lvm Capital Management Ltd/mi 3
Davis R M Inc 3
First Financial Equity Corporation 3
Cordatus Wealth Management LLC 3
Campbell Newman Asset Management Inc 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
Northern Oak Wealth Management Inc 3
Private Capital Management Inc 3
Bill Few Associates, Inc. 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
Cue Financial Group, Inc. 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
Deimos Asset Management LLC 3
St. Johns Investment Management Company, LLC 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
CFS Investment Advisory Services, LLC 3
Three Peaks Capital Management, LLC 3
Rand Wealth, Llc 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
Agran Libbie 3
Jacobs & Co/ca 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
Comprehensive Financial Consultants Institutional, Inc. 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
Leibman Financial Services, Inc. 3
Kingstone Capital Partners Texas, LLC 3
Fruth Investment Management 3
Sirios Capital Management L P 3
Acropolis Investment Management, LLC 3
Nottingham Advisors, Inc. 3
PGGM Investments 3
Dimension Capital Management Llc 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
Marco Investment Management Llc 3
Alphasimplex Group, Llc 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
Bell Rock Capital Llc 3
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 3
Clear Perspective Advisors, LLC 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
Jag Capital Management, Llc 3
Mechanics Bank Trust Department 3
Klingman & Associates, LLC 3
Howard Capital Management 3
Clay Northam Wealth Management, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 3
M&r Capital Management Inc 3
Dixon Mitchell Investment Counsel Inc. 3
Palladium Partners Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
Stewart & Patten Co Llc 3
Waterway Wealth Management, LLC 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
Trueblood Wealth Management, LLC 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
Point View Wealth Management, Inc. 3
Woodward Diversified Capital, Llc 3
SVA Wealth Management, LLC 3
Wealthstreet Investment Advisors, LLC 3
Lewis Asset Management, LLC 3
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
Traveka Wealth, LLC 3
Barnes Dennig Private Wealth Management LLC 3
Institute for Wealth Management, LLC. 3
Buckley Wealth Management, LLC 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
Foster Dykema Cabot & Co Inc/ma 3
First Allied Asset Management, Inc. 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D 3
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 3
Dynasty Wealth Management, Llc 3
Sovran Advisors, LLC 3
Johnson Financial Group, LLC 3
Wealth Advisors of Tampa Bay, LLC 3
Whalerock Point Partners, Llc 3
Canandaigua National Corp 3
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 3
Donald L. Hagan, LLC 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
Raiff Partners Inc 3
Northstar Wealth Partners LLC 3
May Hill Capital, LLC 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
Heritage Trust Co 3
Montz Harcus Wealth Management LLC 3
Sunflower Bank, N.A. 3
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
Miller Financial Services LLC 3
XT - iSHARES TRUST - iShares Exponential Technologies ETF 3
One68 Global Capital, LLC 3
Wallington Asset Management, LLC 3
Eagle Ridge Investment Management 3
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3
Ray Gerald L & Associates Ltd 3
Hoertkorn Richard Charles 3
Freedom Day Solutions, LLC 3
Gantzert Investment Co Llc /adv 3
Portland Investment Counsel Inc. 3
Horrell Capital Management, Inc. 3
Harbour Trust & Investment Management Co 3
Keener Financial Planning LLC 3
SYM FINANCIAL Corp 3
Vivid Wealth Management, LLC 3
Villere St Denis J & Co Llc 3
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 3
Parasol Investment Management, LLC 3
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
Compton Capital Management Inc /ri 3
Nadler Financial Group, Inc. 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 3
Westmount Partners, LLC 3
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund 3
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 3
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 3
Cohen Capital Management, Inc. 3
Northwest Capital Management Inc 3
Aurdan Capital Management, LLC 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
Ellenbecker Investment Group 3
SHLD - Global X Funds - Global X Defense Tech ETF 3
Century Capital Management Trust 3
Citizens & Northern Corp 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
Blue Bell Private Wealth Management, Llc 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Ade, Llc 3
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 3
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 3
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 3
Bear Mountain Capital, Inc. 3
Titan Global Capital Management Usa Llc 3
Cullen Investment Group, Ltd. 3
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 3
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 3
Essex LLC 3
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 3
Cary Street Partners Asset Management Llc 3
Hutchinson Capital Management/ca 3
New Potomac Partners, LLC 3
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 3
ARS Wealth Advisors Group, LLC 3
Naples Money Management LLC 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
Pioneer Trust Bank N A/or 3
Challenger Wealth Management 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
Northside Capital Management, LLC 3
HTLF Bank 3
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 3
Atlantic Investment Management Inc 3
Chesapeake Wealth Management 3
Community Bank of Raymore 3
Financial Advisory Service, Inc. 3
Paragon Wealth Strategies, LLC 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
Retirement Income Solutions, Inc 3
RBB FUND, INC. - Aquarius International Fund 3
Benson Investment Management Company, Inc. 3
DSC Advisors, L.P. 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Wsfs Capital Management, Llc 3
Sentry LLC 3
Bainco International Investors 3
Olstein Capital Management, L.P. 3
Stillwater Capital Advisors, LLC 3
Wynn Capital, LLC 3
PIMCO FUNDS - PIMCO Low Duration Portfolio 3
Elm Advisors, Llc 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
Lincoln Capital Corp 3
Yoffe Investment Management, LLC 3
Lathrop Investment Management Corp 3
Intrua Financial, LLC 3
Oder Investment Management, LLC 3
Forbes J M & Co Llp 3
Penn Davis Mcfarland Inc 3
Divergent Wealth Advisors, Llc 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
HHG & Company, LLC 3
Oakwood Capital Management Llc/ca 3
Eagle Wealth Strategies Llc 3
Stonebrook Private Inc. 3
Fcm Investments/tx 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 3
Inspirion Wealth Advisors, Llc 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
Beacon Pointe Wealth Advisors, Llc 3
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 3
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
Vanguard Capital Wealth Advisors 3
Wafra Inc. 3
Hara Capital LLC 3
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 3
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
CMH Wealth Management LLC 3
Signature Resources Capital Management, LLC 3
PHH Investments, Ltd. 3
Liberty Square Wealth Partners Llc 3
Crawford Investment Counsel Inc 3
Croft Funds Corp 3
Alpine Total Dynamic Dividend Fund 3
Everpar Advisors Llc 3
Patrick M Sweeney & Associates, Inc 3
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 3
Green Harvest Asset Management LLC 3
MBL Wealth, LLC 3
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 3
Round Table Services, LLC 3
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 3
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 3
Birch Hill Investment Advisors LLC 3
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I) 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
Saybrook Capital /nc 3
DORCHESTER WEALTH MANAGEMENT Co 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
Paragon Capital Management Ltd 3
Advantage Trust Co 3
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 3
Partnership Wealth Management, LLC 3
Parsec Financial Management, Inc. 3
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 3
Advisor OS, LLC 3
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
Rivernorth Opportunities Fund, Inc. 3
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 3
Bel Air Investment Advisors Llc 3
StellarOne CORP 3
GSB Wealth Management, LLC 3
Halsey Associates Inc/ct 3
Winchester Group Inc. 3
Baltimore-Washington Financial Advisors Inc. 3
Franklin Templeton International Trust 3
US Asset Management LLC 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
PagnatoKarp Partners LLC 3
Growth Portfolio 3
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 3
Institutional Capital Llc 3
Sather Financial Group Inc 3
Hopwood Financial Services, Inc. 3
Edgar Lomax Co/va 3
Strategic Advisors LLC 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
HITE Hedge Asset Management LLC 3
Smallwood Wealth Investment Management, LLC 3
Coolidge Francis L 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
Tamar Securities, LLC 3
Anthracite Investment Company, Inc. 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
Kiely Wealth Advisory Group, Inc. 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
Strategic Asset Management, LLC 3
Second Line Capital, LLC 3
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 3
Burkehill Global Management, LP 3
Sand Hill Global Advisors, LLC 3
Strategic Wealth Management Group, LLC 3
Aletheian Wealth Advisors LLC 3
Barber Financial Group, Inc. 3
Walker Asset Management, LLC 3
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 3
Meru Capital Group, LP 3
Aviance Capital Partners, LLC 3
Bridgeworth, LLC 3
Hayek Kallen Investment Management 3
Newbrook Capital Advisors LP 3
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 3
Mathes Company, Inc. 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Walter & Keenan Financial Consulting Co /mi/ /adv 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 3
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 3
Atlas Brown,Inc. 3
Farmers Trust Co 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
Henssler Funds Inc 3
Jolley Asset Management, LLC 3
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 3
Stonehearth Capital Management, LLC 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
Vickerman & Driscoll Financial Advisors Inc 3
Credential Qtrade Securities Inc. 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
KKR Credit Opportunities Portfolio 3
Objective Capital Management, LLC 3
Impact Capital Partners LLC 3
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF 3
Stablepoint Partners, LLC 3
Pt Asset Management, Llc 3
Appaloosa Lp 3
Greenhouse Wealth Management, LLC 3
Portfolio Design Labs, LLC 3
Tennessee Valley Asset Management Partners 3
CAMG Solamere Management, LLC 3
Focus Financial Network Inc /adv 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
Independence Trust CO 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
Kensington Investment Counsel, LLC 3
Icm Asset Management Inc/wa 3
Pingora Partners LLC 3
Gold Investment Management Ltd. 3
New York Life Investments Alternatives 3
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 3
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 3
Syquant Capital Sas 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
Tower Wealth Partners, Inc. 3
Winslow Capital Management, LLC 3
Roffman Miller Associates Inc /pa/ 3
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
First Pacific Financial 3
Bft Financial Group, Llc 3
Ategra Capital Management, LLC 3
Darden Wealth Group Inc 3
Apollon Financial, LLC 3
RMG Wealth Management LLC 3
Berkshire Bank 3
Pfc Capital Group, Inc. 3
Atala Financial Inc 3
Shamrock Asset Management LLC 3
Horan Capital Management 3
Diamant Asset Management, Inc. 3
Horizon Financial Services, Llc 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
Granite Investment Advisors, LLC 3
Graybill Bartz & Assoc Ltd 3
Hussman Strategic Advisors, Inc. 3
Federated Mdt Large Cap Value Fund 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
Blackhill Capital Inc 3
Jeppson Wealth Management, Llc 3
Whalen Wealth Management Inc. 3
Chiron Capital Management, Llc 3
Papp L Roy & Associates 3
Deerfield Management Company, L.p. (series C) 3
R&F Capital Advisors LP 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
Steward Partners Investment Solutions, Llc 3
Gofen & Glossberg Llc /il/ 3
Berkeley Capital Partners, LLC 3
Signal Advisors Wealth, LLC 3
Zions Trust, National Association 3
Victory Financial Group, Llc 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
First Trust Investment Solutions L.P. 3
StrategIQ Financial Group, LLC 3
Starboard Value LP 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
Kanawha Capital Management Llc 3
Luminus Management Llc 3
Uniplan Investment Counsel, Inc. 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 3
Lumature Wealth Partners, LLC 3
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
DHJJ Financial Advisors, Ltd. 3
Clarus Group, Inc. 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Mason Investment Advisory Services, Inc. 3
Dynamic Wealth Strategies, LLC 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
FT Vest Total Return Income Fund: Series A3 3
1858 Wealth Management, Llc 3
Goldman Sachs Asset Management, L.p. 3
Newfound Research LLC 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 3
JCIC Asset Management Inc. 3
Christopher J. Hasenberg, Inc 3
Harbor Asset Planning, Inc. 3
Wealth Advisory Solutions, LLC 3
Systematic Alpha Investments, LLC 3
Chemung Canal Trust Co 3
Inverness Counsel Llc /ny/ 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
Solidarilty Wealth, LLC 3
Seamount Financial Group Inc 3
FT Vest Hedged Equity Income Fund: Series A3 3
Dumont & Blake Investment Advisors Llc 3
Rivernorth Marketplace Lending Corp 3
Aldebaran Financial Inc. 3
United Income, Inc. 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
Analyst IMS Investment Management Services Ltd. 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
Polymer Capital Management (HK) LTD 3
LifePro Asset Management 3
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 3
Tiger Global Management Llc 3
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 3
Oak Harvest Investment Services 3
Andesa Financial Management Inc. 3
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 3
Martin Capital Partners, LLC 3
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 3
Fwl Investment Management, Llc 3
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 3
Caliber Wealth Management, Llc 3
Wedgewood Investors Inc /pa/ 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
Bienville Capital Management, LLC 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 3
Goodwin Investment Advisory 3
Johnson Midwest Financial, LLC 3
CG Asset Management LLC 3
Foster Group, Inc. 3
Corundum Group, Inc. 3
Myriad Asset Management Ltd. 3
Shikiar Asset Management Inc 3
Facet Wealth, Inc. 3
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
Golden Green, Inc. 3
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 3
Chescapmanager LLC 3
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 3
Alkeon Capital Management Llc 3
TruWealth Advisors, LLC 3
Kesler, Norman & Wride, LLC 3
Greenwood Gearhart Inc 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
Diversified, LLC 3
United Bank 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
Mjp Associates Inc /adv 3
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 3
McLean Asset Management Corp 3
Evelyn Partners Asset Management Ltd 3
Jensen Investment Management Inc 3
Kentucky Trust Co 3
Lorber David A 3
ELCO Management Co., LLC 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
Steigerwald, Gordon & Koch Inc. 3
St. Louis Trust Co 3
UDPIX - Profunds - Ultradow 30 Profund Investor Class 3
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 3
united american securities inc. (d/b/a uas asset management) 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Capstone Triton Financial Group, LLC 3
Foster Dykema Cabot & Partners, Llc 3
Smith Chas P & Associates Pa Cpas 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
Morgan Creek Series Trust 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
MSS Series Trust - One Rock Fund 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
Clayton Financial Group LLC 3
Lansing Street Advisors 3
Atherton Lane Advisers, Llc 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 3
Gwn Securities Inc. 3
McCarthy Asset Management, Inc. 3
IVC Wealth Advisors LLC 3
Morris Retirement Advisors, LLC 3
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 3
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 3
KADENSA CAPITAL Ltd 3
Bulltick Wealth Management, LLC 3
Signify Wealth 3
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
Flagship Private Wealth, LLC 3