Combination Electric And Gas, And Other Utility - Largest Owners in this Industry

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

Investor Number of Known Investments
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 621
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 613
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 544
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 536
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 533
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 486
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 483
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 445
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 444
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 444
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 421
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 365
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 362
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 349
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 334
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 315
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 312
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 306
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 296
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 290
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 276
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 274
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 267
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 266
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 262
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 227
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 223
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 221
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 207
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 206
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 204
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 202
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 198
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 197
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 197
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 195
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 195
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 194
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 192
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 189
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 186
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 185
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 184
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 182
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 180
MASTER BOND LLC - Master Total Return Portfolio 180
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 178
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 177
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 177
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 175
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 173
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 170
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 170
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 168
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 168
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 167
Six Circles Trust - Six Circles Global Bond Fund 166
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 166
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 166
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 165
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 165
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 164
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 164
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 159
BRACX - Blackrock Allocation Target Shares - Bats Series C 157
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 156
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 155
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 155
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 154
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 154
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 149
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 148
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 148
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 148
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 147
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 145
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 144
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 144
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 142
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 141
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 140
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 139
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 139
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 137
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 136
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 134
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 134
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 133
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 132
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 132
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 131
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 130
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 124
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 123
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 123
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 123
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 122
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 122
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 121
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 121
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 121
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 121
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 120
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 120
NOBOX - Northern Funds - Northern Bond Index Fund 119
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 117
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 115
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 109
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 109
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 108
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 107
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 106
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 106
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 105
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 104
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 104
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 103
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 102
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 101
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 101
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 101
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 100
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 100
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 99
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 99
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 97
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 96
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 96
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 96
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 95
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 95
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 94
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 91
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 91
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 91
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 90
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 88
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 88
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 88
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 88
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 87
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 85
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 85
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 85
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 84
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 84
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 84
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 83
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 83
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 82
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 81
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 81
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 81
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 80
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 80
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 80
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 80
STFBX - Advisers Investment Trust - State Farm Balanced Fund 79
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 78
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 77
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 77
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 77
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 77
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 76
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 75
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 75
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 74
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 74
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 74
BlackRock ETF Trust II - BlackRock Total Return ETF 74
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 74
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 74
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 73
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 73
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 72
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 72
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 72
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 72
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 71
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 71
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 71
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 71
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 71
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 70
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 70
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 70
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 69
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 68
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 68
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 67
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 67
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 67
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 66
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 66
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 66
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 65
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 65
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 65
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 65
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 65
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 64
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 64
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 64
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 64
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 63
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 63
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 63
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 62
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 62
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 62
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 62
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 62
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 62
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 61
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 61
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 61
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 61
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 60
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 60
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 60
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
JNL SERIES TRUST - JNL Bond Index Fund (I) 58
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 58
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 58
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 57
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 57
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 56
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 56
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 56
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 56
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 56
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 56
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 55
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 55
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 55
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 55
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 55
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 55
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 55
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 54
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 54
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 54
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 54
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 54
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 54
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 54
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 54
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 53
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 53
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 53
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 53
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 53
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 53
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 53
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 53
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 53
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 52
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 52
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 52
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 52
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 51
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 51
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 51
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 51
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 51
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 50
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 50
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 50
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 50
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 49
Nuveen Real Asset Income & Growth Fund 49
Goldman Sachs Group Inc 49
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 49
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 49
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 49
Advanced Series Trust - Ast Advanced Strategies Portfolio 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 48
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 48
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 48
Bank Of America Corp /de/ 48
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 48
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 48
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 47
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 47
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 47
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 47
Millennium Management Llc 47
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 47
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 47
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 47
Morgan Stanley 47
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 47
Citigroup Inc 47
Pimco Dynamic Income Fund 47
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 47
Pnc Financial Services Group, Inc. 46
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 46
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 46
Proequities, Inc. 46
Jpmorgan Chase & Co 46
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 46
UBS Group AG 46
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 46
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 46
Wells Fargo & Company/mn 46
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 46
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 46
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 46
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 46
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 46
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 45
Royal Bank Of Canada 45
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 45
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 45
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 45
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 45
PIMCO FUNDS - PIMCO Sector Fund Series - I 45
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 45
Barclays Plc 45
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 45
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 44
Susquehanna International Group, Llp 44
Ameriprise Financial Inc 44
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 44
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 43
Pimco Strategic Income Fund, Inc 43
State Street Corp 43
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 43
Credit Suisse Ag/ 43
Citadel Advisors Llc 43
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 43
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 43
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 43
D. E. Shaw & Co., Inc. 43
TRANSAMERICA FUNDS - Transamerica Core Bond I2 43
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 42
Pimco Flexible Credit Income Fund 42
BlackRock, Inc. 42
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 42
Jane Street Group, Llc 42
Sonora Investment Management, LLC 42
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 42
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 42
FundVantage Trust - Verplanck Balanced Fund 41
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 41
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 41
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 41
Pimco High Income Fund 41
Pimco Corporate & Income Opportunity Fund 41
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 41
Fmr Llc 41
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 41
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 41
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 41
Tower Research Capital LLC (TRC) 41
Pimco Dynamic Credit & Mortgage Income Fund 41
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 41
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 41
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 40
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 40
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 40
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 40
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 40
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 40
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 40
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 40
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 40
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 39
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 39
Bank Of Montreal /can/ 39
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 39
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 39
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 39
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 39
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 39
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 39
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 39
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 39
Marshall Wace, Llp 39
Deutsche Bank Ag\ 39
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 39
Wolverine Asset Management Llc 39
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 38
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 38
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 38
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 38
Rhumbline Advisers 38
PIMCO FUNDS - PIMCO Short Asset Portfolio 38
Pimco Global Stocksplus & Income Fund 38
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 38
Invesco Ltd. 38
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 38
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 38
New York State Common Retirement Fund 38
Pimco Corporate & Income Strategy Fund 38
Versus Capital Real Assets Fund Llc 38
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 38
Nuveen Asset Management, LLC 38
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 38
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 38
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 38
Verition Fund Management LLC 38
Magnetar Financial LLC 37
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 37
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 37
VCBDX - VALIC Co I - Core Bond Fund 37
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 37
Parametric Portfolio Associates Llc 37
Pacer Advisors, Inc. 37
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 37
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 37
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 37
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 37
Comerica Bank 37
Manufacturers Life Insurance Company, The 37
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 37
Northern Trust Corp 37
Two Sigma Investments, Lp 37
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 37
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 37
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 37
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 36
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 36
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 36
BlueCrest Capital Management Ltd 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 36
Price T Rowe Associates Inc /md/ 36
Neuberger Berman Group LLC 36
Pimco Income Strategy Fund Ii 36
SG Americas Securities, LLC 36
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 36
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 36
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 36
Walleye Capital LLC 36
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 36
Dnp Select Income Fund Inc 36
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 36
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 36
Pcm Fund, Inc. 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 35
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 35
Walleye Trading LLC 35
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 35
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 35
Geode Capital Management, Llc 35
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 35
Vanguard Group Inc 35
Steward Partners Investment Advisory, Llc 35
Pimco Income Opportunity Fund 35
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 35
Simplex Trading, Llc 35
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 35
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 35
Legal & General Group Plc 35
VCAAX - VALIC Co I - Asset Allocation Fund 35
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 35
Glenmede Trust Co Na 34
Bank of New York Mellon Corp 34
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 34
Zurcher Kantonalbank (Zurich Cantonalbank) 34
Us Bancorp \de\ 34
Voya Investment Management Llc 34
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 34
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 34
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 34
Virtu Financial LLC 34
Cwm, Llc 34
Boothbay Fund Management, Llc 34
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 34
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 34
Pimco Income Strategy Fund 34
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 34
Renaissance Technologies Llc 34
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 34
Ubs Asset Management Americas Inc 34
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 34
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 34
Nomura Holdings Inc 34
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 34
Parallax Volatility Advisers, L.P. 34
NOSGX - Northern Funds - Northern Small Cap Value Fund 34
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 34
Charles Schwab Investment Management Inc 33
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 33
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 33
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 33
Allianz Asset Management GmbH 33
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 33
Jefferies Group LLC 33
Invesco Bond Fund 33
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 33
Wellington Management Group Llp 33
American International Group, Inc. 33
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 33
California State Teachers Retirement System 33
Bnp Paribas Arbitrage, Sa 33
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 33
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 33
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 33
Hsbc Holdings Plc 33
Prelude Capital Management, Llc 33
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 33
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 33
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 33
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 33
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 33
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 33
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 33
Alliancebernstein L.p. 33
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 33
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 33
Russell Investments Group, Ltd. 33
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 33
First Trust Advisors Lp 33
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 33
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 32
Franklin Resources Inc 32
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 32
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 32
Aqr Capital Management Llc 32
Sei Investments Co 32
Northwestern Mutual Wealth Management Co 32
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 32
Advisor Group Holdings, Inc. 32
Macquarie Group Ltd 32
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 32
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 32
Huntington National Bank 32
Hrt Financial Lp 32
Janus Henderson Group Plc 32
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 32
ProShare Advisors LLC 32
Creative Planning 32
State Of Wisconsin Investment Board 32
Balyasny Asset Management Llc 32
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 32
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 32
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 32
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 32
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 32
Gsa Capital Partners Llp 32
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 32
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 32
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 32
Oregon Public Employees Retirement Fund 32
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 32
Adage Capital Partners Gp, L.l.c. 32
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 32
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 31
Squarepoint Ops LLC 31
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 31
Nisa Investment Advisors, Llc 31
IFP Advisors, Inc 31
Principal Funds Inc 31
Tudor Investment Corp Et Al 31
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 31
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 31
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 31
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 31
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 31
Paloma Partners Management Co 31
State Board Of Administration Of Florida Retirement System 31
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 31
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 31
Metropolitan Life Insurance Co/ny 31
Panagora Asset Management Inc 31
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 31
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 31
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 31
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 31
Highbridge Capital Management Llc 31
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 31
KBC Group NV 31
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 31
Quantbot Technologies LP 31
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 31
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 31
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 31
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 31
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 31
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 31
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 31
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 31
Ameritas Investment Partners, Inc. 31
American Century Companies Inc 31
Captrust Financial Advisors 31
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 31
Nuveen Multi-Asset Income Fund 31
Dimensional Fund Advisors Lp 31
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 31
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 31
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 31
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 31
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 31
Thrivent Financial For Lutherans 31
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 30
Swiss National Bank 30
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 30
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 30
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 30
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 30
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 30
LMR Partners LLP 30
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 30
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 30
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 30
MUFG Americas Holdings Corp 30
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 30
Principal Financial Group Inc 30
Cubist Systematic Strategies, LLC 30
Qube Research & Technologies Ltd 30
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 30
Gabelli Funds Llc 30
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 30
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 30
Aperio Group, LLC 30
Acadian Asset Management Llc 30
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 30
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 30
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 30
Guggenheim Capital Llc 30
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 30
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 30
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 30
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 30
Css Llc/il 30
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 30
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 30
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 30
Arizona State Retirement System 30
California Public Employees Retirement System 30
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 30
TCI Wealth Advisors, Inc. 30
Advisors Asset Management, Inc. 30
Bessemer Group Inc 30
Engineers Gate Manager LP 30
Group One Trading, L.p. 30
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 30
Jones Financial Companies Lllp 30
CIBC Private Wealth Group, LLC 30
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 30
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 30
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 30
Lazard Asset Management Llc 30
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 30
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 30
Vanguard Whitehall Funds 30
Raymond James & Associates 30
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 30
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 30
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 30
Strs Ohio 29
Teacher Retirement System Of Texas 29
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 29
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 29
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 29
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 29
Ladenburg Thalmann Financial Services Inc 29
Cohen & Steers Infrastructure Fund Inc 29
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 29
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 29
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 29
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 29
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 29
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 29
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 29
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 29
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 29
Stifel Financial Corp 29
Point72 Asset Management, L.P. 29
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 29
Fifth Third Bancorp 29
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 29
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 29
Envestnet Asset Management Inc 29
Brookfield Infrastructure Income Fund Inc. 29
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 29
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 29
Man Group plc 29
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 29
LPL Financial LLC 29
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 29
HighTower Advisors, LLC 29
Victory Capital Management Inc 29
Prudential Financial Inc 29
Kcg Holdings, Inc. 29
Rational Advisors Llc 29
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 29
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 29
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 29
Ubs Ag 29
Mirae Asset Global Investments Co., Ltd. 29
Great West Life Assurance Co /can/ 29
Quadrant Capital Group Llc 29
Shell Asset Management Co 29
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 29
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 29
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 29
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 29
Amalgamated Bank 29
First Horizon Advisors, Inc. 29
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 29
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 29
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 29
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 29
ExodusPoint Capital Management, LP 29
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 29
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 29
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 29
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 29
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 29
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 29
Sterling Capital Management LLC 29
PDT Partners, LLC 28
Norges Bank 28
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 28
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 28
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 28
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 28
Advisory Services Network, LLC 28
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 28
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 28
Signaturefd, Llc 28
Cambridge Investment Research Advisors, Inc. 28
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 28
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 28
DekaBank Deutsche Girozentrale 28
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 28
BlackRock Group LTD 28
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 28
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 28
Trexquant Investment LP 28
Two Sigma Securities, Llc 28
Hbk Investments L P 28
Two Sigma Advisers, Lp 28
Marshall Wace North America L.P. 28
Arrowstreet Capital, Limited Partnership 28
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 28
BlackRock Fund Advisors 28
Los Angeles Capital Management Llc 28
Russell Frank Co/ 28
Federated Hermes, Inc. 28
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 28
Cutler Group LP 28
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 28
Meeder Asset Management Inc 28
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 28
Canada Pension Plan Investment Board 28
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 28
BlackRock Advisors LLC 28
Dynamic Technology Lab Private Ltd 27
PEAK6 Investments LLC 27
Nationwide Fund Advisors 27
Hudson Bay Capital Management LP 27
Ubs Oconnor Llc 27
Rockefeller Capital Management L.P. 27
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 27
Parallel Advisors, LLC 27
Centiva Capital, LP 27
Tiaa Cref Investment Management Llc 27
Private Trust Co Na 27
Tiaa-cref Funds 27
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 27
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 27
Teachers Advisors, Llc 27
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 27
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 27
Ergoteles LLC 27
Old Mission Capital Llc 27
Wolverine Trading, Llc 27
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 27
Advisor Group, Inc. 27
D.a. Davidson & Co. 27
Cnh Partners Llc 27
Van Eck Associates Corp 27
VDAFX - VALIC Co I - Dynamic Allocation Fund 27
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 27
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 27
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 27
Glassman Wealth Services 27
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 27
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 27
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 27
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 27
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 27
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 27
GWM Advisors LLC 27
PEAK6 Investments, L.P. 27
M&t Bank Corp 27
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 27
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 27
Dupont Capital Management Corp 27
Clear Street Markets Llc 27
Public Employees Retirement System Of Ohio 27
Bokf, Na 27
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 27
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 27
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 27
Public Employees Retirement Association Of Colorado 27
OMERS ADMINISTRATION Corp 27
Brown Brothers Harriman & Co 27
Teachers Retirement System Of The State Of Kentucky 27
CENTRAL TRUST Co 27
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 27
BlackRock Investment Management, LLC 27
MetLife Securities, Inc 27
Trust Co Of Vermont 27
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 27
Janney Montgomery Scott LLC 27
Enterprise Financial Services Corp 27
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 27
Toronto Dominion Bank 27
BlackRock Institutional Trust Company, N.A. 27
State Farm Mutual Fund Trust 27
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 27
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 27
Gabelli Global Utility & Income Trust 27
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 27
Polar Asset Management Partners Inc. 27
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 27
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 27
Eaton Vance Management 26
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 26
First Manhattan Co 26
Suntrust Banks Inc 26
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 26
Healthcare Of Ontario Pension Plan Trust Fund 26
Allworth Financial LP 26
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 26
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 26
Schonfeld Strategic Advisors LLC 26
Ancora Advisors, LLC 26
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 26
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 26
State of Tennessee, Treasury Department 26
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 26
MetLife Investment Management, LLC 26
Texas Permanent School Fund 26
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 26
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 26
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 26
Truist Financial Corp 26
Vantagepoint Funds 26
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 26
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 26
National Asset Management, Inc. 26
Bartlett & Co. LLC 26
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 26
Raymond James Financial Services Advisors, Inc. 26
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 26
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 26
New York State Teachers Retirement System 26
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 26
Municipal Employees' Retirement System of Michigan 26
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 26
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 26
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 26
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 26
Schroder Investment Management Group 26
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 26
Virginia Retirement Systems Et Al 26
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 26
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 26
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 26
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 26
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 26
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 26
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 26
A.R.T. Advisors, LLC 26
State of New Jersey Common Pension Fund D 26
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 26
Gabelli Utility Trust 26
World Asset Management Inc 26
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 26
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 26
Penserra Capital Management LLC 26
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 26
LS Investment Advisors, LLC 25
Oxford Asset Management Llp 25
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 25
Sandy Spring Bank 25
Credit Agricole S A 25
Nomura Asset Management Co Ltd 25
Massmutual Trust Co Fsb/adv 25
Mutual Of America Capital Management Llc 25
Paradigm Asset Management Co Llc 25
Oppenheimer & Co Inc 25
Jacobs Levy Equity Management, Inc 25
Profund Advisors Llc 25
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 25
College Retirement Equities Fund 25
Gradient Investments LLC 25
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 25
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 25
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 25
Loomis Sayles & Co L P 25
Vanguard World Fund 25
Global Retirement Partners, LLC 25
Winton Capital Group Ltd 25
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 25
First Citizens Bank & Trust Co 25
Laurion Capital Management LP 25
Jump Financial, LLC 25
PineBridge Investments, L.P. 25
Cibc World Markets Corp 25
NEXT Financial Group, Inc 25
Six Circles Trust - Six Circles Credit Opportunities Fund 25
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 25
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 25
Connor, Clark & Lunn Investment Management Ltd. 25
Jane Street Holding, LLC 25
Raymond James Financial Inc 25
Mackenzie Financial Corp 25
GAMMA Investing LLC 25
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 25
Cetera Advisor Networks LLC 25
Irish Life Investment Managers Ltd. 25
Stratos Wealth Partners, LTD. 25
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 25
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 25
PENN SERIES FUNDS INC - International Equity Fund 25
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 25
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 25
Capstone Investment Advisors, Llc 25
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 25
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 25
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 25
Private Capital Group, LLC 25
Voloridge Investment Management, Llc 25
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 25
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 25
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 25
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 25
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 25
Natixis 24
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 24
Mason Street Advisors, Llc 24
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 24
VTL Associates, LLC 24
SAC Capital Advisors LP 24
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 24
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 24
Point72 Hong Kong Ltd 24
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 24
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 24
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 24
Sofos Investments, Inc. 24
Vident Investment Advisory, LLC 24
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 24
Synovus Financial Corp 24
Gotham Asset Management, LLC 24
Putnam Investments Llc 24
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 24
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 24
Employees Retirement System of Texas 24
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 24
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 24
Ontario Teachers Pension Plan Board 24
EverSource Wealth Advisors, LLC 24
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 24
Alps Advisors Inc 24
VCSBX - VALIC Co II - Strategic Bond Fund 24
United Services Automobile Association 24
Allspring Global Investments Holdings, LLC 24
RidgeWorth Capital Management LLC 24
Hartford Mutual Funds Inc/ct 24
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 24
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 24
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 24
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 24
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 24
Luminus Management Llc 24
Assetmark, Inc 24
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 24
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 24
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 24
Benjamin F. Edwards & Company, Inc. 24
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 24
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 24
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 24
American Portfolios Advisors 24
Gemmer Asset Management LLC 24
Capstone Asset Management Co 24
Atria Investments Llc 24
Skopos Labs, Inc. 24
Pictet Asset Management Ltd 24
Gamco Investors, Inc. Et Al 24
Asset Management One Co., Ltd. 24
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 24
Louisiana State Employees Retirement System 24
Managed Account Advisors Llc 24
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 24
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 24
SBI Securities Co., Ltd. 24
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 24
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 24
State Farm Variable Product Trust 24
QS Investors, LLC 24
Covestor Ltd 24
First Quadrant L P/ca 24
Tarbox Family Office, Inc. 24
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 24
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 24
Spot Trading L.L.C 24
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 24
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 24
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 24
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 24
Versant Capital Management, Inc 24
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 24
QCVAX - Clearwater Investment Trust - Clearwater International Fund 24
Old Mutual Customised Solutions (proprietary) Ltd 24
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 24
Blair William & Co/il 24
Alberta Investment Management Corp 24
Stevens Capital Management Lp 24
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 24
Ground Swell Capital, LLC 24
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 24
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 24
IndexIQ Advisors LLC 24
Quadrature Capital Ltd 24
XTX Topco Ltd 24
CMF - iSHARES TRUST - iShares California Muni Bond ETF 24
Martingale Asset Management L P 24
Cornerstone Capital Management Holdings Llc. 24
Susquehanna Fundamental Investments, Llc 24
FineMark National Bank & Trust 24
Private Advisor Group, LLC 24
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 24
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 24
Commonwealth Equity Services, Inc 24
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 24
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 24
Caisse De Depot Et Placement Du Quebec 24
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 23
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 23
Vanguard Index Funds 23
Nuveen, LLC 23
Public Sector Pension Investment Board 23
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 23
Retirement Systems of Alabama 23
Quantitative Investment Management, LLC 23
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 23
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 23
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 23
Liberty Mutual Group Asset Management Inc. 23
Commerzbank Aktiengesellschaft /fi 23
APG Asset Management N.V. 23
Catalyst Capital Advisors LLC 23
Howe & Rusling Inc 23
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 23
Axa S.a. 23
Y-Intercept (Hong Kong) Ltd 23
Financial Architects, Inc 23
Brookfield Real Assets Income Fund Inc. 23
Lord, Abbett & Co. Llc 23
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 23
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 23
Seven Eight Capital, Lp 23
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 23
Jefferies Financial Group Inc. 23
Plante Moran Financial Advisors, LLC 23
Analytic Investors, LLC 23
Pictet Asset Management Holding SA 23
CIBC Asset Management Inc 23
Cornerstone Advisors, Inc. 23
Farmers & Merchants Investments Inc 23
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 23
Clearbridge Investments, LLC 23
Keybank National Association/oh 23
Jennison Associates Llc 23
GIMFX - GMO TRUST - GMO Implementation Fund 23
Grantham, Mayo, Van Otterloo & Co. LLC 23
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 23
Alpine Global Management, LLC 23
Pictet Asset Management Sa 23
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 23
Aventail Capital Group, LP 23
O'shaughnessy Asset Management, Llc 23
Td Asset Management Inc 23
Nordea Investment Management Ab 23
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 23
IWV - iSHARES TRUST - iShares Russell 3000 ETF 23
James Investment Research Inc 23
Magellan Asset Management Ltd 23
Brookstone Capital Management 23
Reilly Financial Advisors, Llc 23
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 23
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 23
Oppenheimer Funds Inc 23
First Hawaiian Bank 23
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 23
Intech Investment Management Llc 23
State Of Michigan Retirement System 23
Commonwealth Equity Services, Llc 23
Capital Fund Management S.a. 23
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 23
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 23
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 23
Farther Finance Advisors, LLC 23
Regions Financial Corp 23
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 23
Aquatic Capital Management LLC 23
Securian Asset Management, Inc 23
Crossmark Global Holdings, Inc. 23
National Planning Corp 23
Zacks Investment Management 23
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 23
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 23
Acrospire Investment Management LLC 23
Smithfield Trust Co 23
Natixis Advisors, L.p. 23
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 23
Brandywine Global Investment Management, LLC 23
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 23
Bartlett & Co. Wealth Management Llc 23
ORG Partners LLC 23
Cornerstone Planning Group LLC 23
Assenagon Asset Management S.A. 23
Whittier Trust Co 23
Amundi Pioneer Asset Management Inc 23
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 23
Sowell Financial Services LLC 23
FMHTX - FIDELITY MUNICIPAL TRUST - Fidelity Michigan Municipal Income Fund 23
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A 23
State of Alaska, Department of Revenue 23
Hancock Whitney Corp 23
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 23
Dynamic Technology Lab Pte Ltd 23
BlackRock Japan Co. Ltd 23
Fortitude Family Office, LLC 23
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 23
Zimmer Partners, LP 23
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 23
MAI Capital Management 23
Umb Bank N A/mo 23
Weiss Multi-Strategy Advisers LLC 23
Absolute Return Capital, LLC 23
Carroll Financial Associates, Inc. 23
Lindbrook Capital, Llc 23
Mariner, LLC 23
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 22
Skandinaviska Enskilda Banken AB (publ) 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
Wealthfront Inc 22
GAM Holding AG 22
Coldstream Capital Management Inc 22
PACIFIC SELECT FUND - Core Income Portfolio Class I 22
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 22
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 22
Cresset Asset Management, LLC 22
Assured Investment Management LLC 22
Graham Capital Management, L.P. 22
Thompson Siegel & Walmsley Llc 22
Riverhead Capital Management Llc 22
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 22
Tortoise Capital Advisors, L.l.c. 22
Baird Financial Group, Inc. 22
Timber Hill LLC 22
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 22
Ellington Management Group Llc 22
Hennessy Advisors Inc 22
Quantitative Systematic Strategies LLC 22
Great Lakes Advisors, Llc 22
Massachusetts Financial Services Co /ma/ 22
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 22
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 22
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 22
Northwestern Mutual Investment Management Company, Llc 22
Emerald Acquisition Ltd. 22
Fort Washington Investment Advisors Inc /oh/ 22
Harbour Investments, Inc. 22
Amundi 22
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 22
Menta Capital Llc 22
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 22
North Star Investment Management Corp. 22
Airain ltd 22
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 22
Robeco Institutional Asset Management B.V. 22
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 22
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 22
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 22
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 22
AMP Capital Investors Ltd 22
Karp Capital Management Corp 22
HITE Hedge Asset Management LLC 22
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 22
New Mexico Educational Retirement Board 22
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 22
Sei Trust Co 22
Dubuque Bank & Trust Co 22
Cetera Advisors LLC 22
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 22
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 22
Reaves W H & Co Inc 22
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 22
Icon Advisers Inc/co 22
Lsv Asset Management 22
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 22
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 22
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 22
Proficio Capital Partners LLC 22
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 22
Virtus Global Dividend & Income Fund Inc. 22
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 22
JNBA Financial Advisors 22
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 22
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 22
BNP Paribas Asset Management Holding S.A. 22
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 22
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 22
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 22
Commonwealth Bank Of Australia 22
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 22
Corebridge Financial, Inc. 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 22
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 22
Wealthspire Advisors, L.P. 22
Ellevest, Inc. 22
Blackrock Core Bond Trust 22
WFG Advisors, LP 22
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 22
Ronald Blue Trust, Inc. 22
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 22
Weiss Asset Management LP 22
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 22
Mercer Global Advisors Inc /adv 22
Americafirst Capital Management, Llc 22
Holocene Advisors, LP 22
MML Series Investment Fund II - MML Blend Fund Initial Class 22
Mackay Shields Llc 22
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 22
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 22
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 22
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 22
Capital Performance Advisors Llp 22
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 22
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 22
Manchester Capital Management LLC 22
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 22
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 22
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 22
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 22
Hillsdale Investment Management Inc. 22
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 22
Rothschild Asset Management Inc 22
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 22
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 22
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 22
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 22
Piedmont Investment Advisors Llc 22
Mitsubishi UFJ Trust & Banking Corp 22
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 22
Police & Firemen's Retirement System of New Jersey 22
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 22
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 22
Washington Trust Bank 22
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 22
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 22
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 22
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 22
Blueshift Asset Management, LLC 22
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 21
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 21
Princeton Alpha Management LP 21
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 21
Gabelli Dividend & Income Trust 21
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 21
CI Private Wealth, LLC 21
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 21
Bell Investment Advisors, Inc 21
Quantamental Technologies LLC 21
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 21
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 21
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 21
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 21
FinTrust Capital Advisors, LLC 21
True Wealth Design, LLC 21
Point72 Middle East FZE 21
First Republic Investment Management, Inc. 21
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 21
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 21
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 21
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 21
Seacrest Wealth Management, Llc 21
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 21
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 21
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 21
Johnson Financial Group, Inc. 21
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 21
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 21
CoreCap Advisors, LLC 21
Summit Trail Advisors, Llc 21
Brinker Capital Investments, LLC 21
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 21
Bridgewater Associates, LP 21
Evercore Wealth Management, LLC 21
Ensign Peak Advisors, Inc 21
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 21
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 21
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 21
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 21
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 21
Soros Fund Management Llc 21
We Are One Seven, LLC 21
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 21
Yaupon Capital Management LP 21
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 21
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 21
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 21
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 21
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares 21
Chicago Equity Partners Llc 21
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 21
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 21
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 21
Pine River Capital Management L.P. 21
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 21
6 Meridian 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 21
Barings Llc 21
Janus Capital Management Llc 21
Geneos Wealth Management Inc. 21
Occudo Quantitative Strategies Lp 21
Parkside Financial Bank & Trust 21
Ing Groep Nv 21
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 21
Global X Management CO LLC 21
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 21
Oakbrook Investments Llc 21
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 21
Cadence Capital Management Llc 21
Wealth Enhancement Advisory Services, Llc 21
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 21
Fox Run Management, L.l.c. 21
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 21
Moors & Cabot, Inc. 21
GV Financial Advisors 21
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 21
Utah Retirement Systems 21
Campbell & CO Investment Adviser LLC 21
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 21
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 21
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF 21
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 21
Capital Advisors, Ltd. LLC 21
HAP Trading, LLC 21
Rothschild Investment Llc 21
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 21
FDx Advisors, Inc. 21
Optimum Investment Advisors 21
Sumitomo Mitsui Trust Holdings, Inc. 21
NumerixS Investment Technologies Inc 21
Quarry LP 21
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 21
Federation des caisses Desjardins du Quebec 21
Covalis Capital Llp 21
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 21
Bayesian Capital Management, LP 21
Regentatlantic Capital Llc 21
Zions Bancorporation 21
Bailard, Inc. 21
Ajo, Lp 21
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 21
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 21
People's United Financial, Inc. 21
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 21
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 21
Cantab Capital Partners LLP 21
Prudential Plc 21
City National Bank 21
Baird Robert W & Co Inc /wi/ 21
Berman Capital Advisors, LLC 21
VCCBX - VALIC Co II - Core Bond Fund 21
Versor Investments LP 21
Teza Capital Management LLC 21
Aigen Investment Management, Lp 21
BlackRock ETF Trust II - BlackRock Flexible Income ETF 21
Cerity Partners LLC 21
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 21
SRS Capital Advisors, Inc. 21
AE Wealth Management LLC 21
Oppenheimer Etf Trust 21
Quest Partners LLC 21
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 21
Principal Securities, Inc. 21
IBM Retirement Fund 21
Wells Fargo Utilities & High Income Fund 21
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 21
Voya Global Equity Dividend & Premium Opportunity Fund 21
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 21
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 21
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 21
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 21
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 21
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 21
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 21
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 21
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 21
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 20
AGF Investments LLC 20
Delta Asset Management Llc/tn 20
Boston Private Bank & Trust Co 20
Manager Directed Portfolios - Pemberwick Fund Shares 20
Claymore Exchange-traded Fund Trust 20
DRW Securities, LLC 20
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 20
Levin Capital Strategies, L.p. 20
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 20
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 20
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 20
Miller Howard Investments Inc /ny 20
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 20
John Hancock Income Securities Trust 20
Moore Capital Management, Lp 20
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 20
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 20
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 20
Pathstone Family Office, Llc 20
Twinbeech Capital Lp 20
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 20
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 20
Landscape Capital Management, L.l.c. 20
Convergence Investment Partners, LLC 20
Amalgamated Financial Corp. 20
Valeo Financial Advisors, LLC 20
Patriot Financial Group Insurance Agency, LLC 20
JustInvest LLC 20
Prestige Wealth Management Group LLC 20
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 20
Alpha Windward Llc 20
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 20
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 20
Disciplined Investments, LLC 20
VCCCX - VALIC Co I - Capital Conservation Fund 20
INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF 20
Elkfork Partners LLC 20
Parkwood LLC 20
Carlson Capital L P 20
Redpoint Investment Management Pty Ltd 20
Tocqueville Asset Management L.p. 20
Tokio Marine Asset Management Co Ltd 20
DAACX - Adviser Managed Trust - Diversified Equity Fund 20
Lenox Wealth Advisors, LLC 20
Rafferty Asset Management, LLC 20
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 20
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 20
Sawtooth Solutions, LLC 20
Atria Wealth Solutions, Inc. 20
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 20
Numeric Investors Llc 20
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 20
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 20
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 20
Placemark Investments, Inc. 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 20
NatWest Group plc 20
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 20
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 20
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 20
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 20
Forsta Ap-fonden 20
International Assets Investment Management, Llc 20
Archford Capital Strategies, LLC 20
Heritage Wealth Advisors 20
Sargent Bickham Lagudis LLC 20
Tdam Usa Inc. 20
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 20
Valley National Advisers Inc 20
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 20
Daiwa Securities Group Inc. 20
Brevan Howard Capital Management LP 20
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 20
Index Management Solutions, LLC 20
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 20
Shelton Capital Management 20
State of New Jersey Common Pension Fund A 20
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 20
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 20
Yousif Capital Management, Llc 20
Guardian Wealth Advisors, LLC 20
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 20
Shinko Asset Management Co., Ltd. 20
Itau Unibanco Holding S.A. 20
Clinton Group Inc 20
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 20
Usca Ria Llc 20
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 20
Vigilant Capital Management, LLC 20
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 20
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 20
Winslow, Evans & Crocker, Inc. 20
Wealthcare Advisory Partners LLC 20
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 20
Jfs Wealth Advisors, Llc 20
Dark Forest Capital Management Lp 20
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 20
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 20
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 20
Versus Capital Infrastructure Income Fund 20
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 20
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 20
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 20
Point72 Asia (Singapore) Pte. Ltd. 20
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 20
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 20
ClariVest Asset Management LLC 20
Whittier Trust Co Of Nevada Inc 20
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 20
Visium Asset Management, LP 20
Rehmann Capital Advisory Group 20
Sciencast Management LP 20
Deere & Co 20
Wipfli Financial Advisors Llc, 20
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 20
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 20
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 20
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 20
BRASX - Blackrock Allocation Target Shares - Bats Series S 20
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 20
DC Investments Management, LLC 20
Riggs Asset Managment Co. Inc. 20
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 20
Toroso Investments, LLC 20
Steward Financial Group LLC 20
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 20
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 20
Caxton Associates Lp 20
BNP Paribas Investment Partners S.A. 20
John Hancock Tax-advantaged Dividend Income Fund 20
Kepos Capital LP 20
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 20
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 20
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 20
New York Life Investment Management Llc 20
Candriam Luxembourg S.C.A. 20
AdvisorNet Financial, Inc 20
Hantz Financial Services, Inc. 20
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 20
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 20
Smartleaf Asset Management LLC 20
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 20
Parametrica Management Ltd 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 20
Commerce Bank 20
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 20
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 20
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 20
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 20
Larson Financial Group LLC 20
Bank Of Nova Scotia 20
Checchi Capital Advisers, LLC 20
FIL Ltd 20
Nbc Securities, Inc. 20
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 20
Flagship Harbor Advisors, Llc 20
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 20
Twin Tree Management, LP 20
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 20
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 20
Hartford Investment Management Co 20
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 19
Gulf International Bank (UK) Ltd 19
Old National Bancorp /in/ 19
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 19
Cordant, Inc. 19
EBI - RBB Fund Trust - Longview Advantage ETF 19
Moody National Bank Trust Division 19
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 19
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 19
Money Concepts Capital Corp 19
Gateway Investment Advisers Llc 19
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 19
Ci Investments Inc. 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 19
Twin Peaks Wealth Advisors, LLC 19
Salem Investment Counselors Inc 19
Nuveen Short Duration Credit Opportunities Fund 19
John Hancock Preferred Income Fund Ii 19
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 19
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 19
Spire Wealth Management 19
Cohen & Steers, Inc. 19
Quantinno Capital Management LP 19
John Hancock Preferred Income Fund Iii 19
Nuveen Floating Rate Income Opportunity Fund 19
Nuveen Floating Rate Income Fund 19
Westpac Banking Corp 19
John Hancock Hedged Equity & Income Fund 19
Sumitomo Mitsui DS Asset Management Company, Ltd 19
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 19
Kestra Advisory Services, LLC 19
Hexagon Capital Partners LLC 19
GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF 19
Virtus Investment Advisers, Inc. 19
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 19
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 19
Aviva Plc 19
Horizon Investment Services, LLC 19
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 19
DnB Asset Management AS 19
Electron Capital Partners, LLC 19
Winton Diversified Opportunities Fund 19
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 19
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 19
Axq Capital, Lp 19
Mfs Charter Income Trust 19
Jacobi Capital Management LLC 19
John Hancock Preferred Income Fund 19
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 19
SJS Investment Consulting Inc. 19
Vantage Investment Advisors, LLC 19
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 19
NOCBX - Northern Funds - Northern Core Bond Fund 19
Tompkins Financial Corp 19
San Francisco Sentry Investment Group (ca) 19
Element Capital Management Llc 19
Bridgefront Capital, LLC 19
Blackstart Capital LP 19
Motco 19
Cipher Capital LP 19
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 19
EntryPoint Capital, LLC 19
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 19
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 19
Munder Series Trust 19
Point72 (DIFC) Ltd 19
Mason Street Advisors, Llc 19
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 19
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 19
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 19
Boston Private Wealth Llc 19
Duncker Streett & Co Inc 19
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 19
Cetera Investment Advisers 19
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 19
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 19
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 19
General Motors Investment Management Corp 19
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 19
Ameritas Investment Corp 19
Santa Fe Partners LLC 19
BRYN MAWR TRUST Co 19
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 19
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF 19
Independent Advisor Alliance 19
NN Investment Partners Holdings N.V. 19
Sachetta, LLC 19
Gideon Capital Advisors, Inc. 19
Calvert Investment Management, Inc. 19
Wedge Capital Management L L P/nc 19
Hudock, Inc. 19
New England Securities Corp /MA/ 19
Glen Harbor Capital Management LLC 19
Shapiro Robert N 19
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 19
Exchange Traded Concepts, Llc 19
Longfellow Investment Management Co Llc 19
Orion Portfolio Solutions, LLC 19
IFM Investors Pty Ltd 19
Belpointe Asset Management LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 19
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 19
Mizuho Trust & Banking Co., Ltd. 19
Prospera Financial Services Inc 19
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 19
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 19
Meridian Wealth Partners, LLC 19
Omnia Family Wealth, LLC 19
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 19
Csenge Advisory Group 19
Voya Global Advantage & Premium Opportunity Fund 19
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 19
AHL Partners LLP 19
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 19
Transamerica Financial Advisors, Inc. 19
Mv Capital Management, Inc. 19
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 19
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 19
Jupiter Asset Management Ltd 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 19
John Hancock Premium Dividend Fund 19
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 19
Sherbrooke Park Advisers Llc 19
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 19
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 19
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 19
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 19
Bridgeway Capital Management Inc 19
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 19
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 19
Freestone Capital Holdings, LLC 19
Qs Batterymarch Financial Management, Inc 19
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 19
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 19
Opus Investment Management Inc 19
Resources Investment Advisors, LLC. 19
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 19
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 19
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 19
Segall Bryant & Hamill, Llc 19
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 19
Guggenheim Active Allocation Fund 19
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 19
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 19
Ab Pooling Portfolios 19
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 19
Eqis Capital Management, Inc. 19
Sunbelt Securities, Inc. 19
Schubert & Co 19
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 19
Headlands Technologies LLC 19
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 19
NewSquare Capital LLC 19
Ieq Capital, Llc 19
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 19
Winton Capital Management Ltd 19
Xponance, Inc. 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 19
Integrated Wealth Management 19
State of Wyoming 19
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 19
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 19
First Personal Financial Services 19
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 19
Tfs Capital Investment Trust 19
URTH - iShares, Inc. - iShares MSCI World ETF 19
Mfs Multimarket Income Trust 19
Rydex Etf Trust 19
Duff & Phelps Investment Management Co 19
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 19
Picton Mahoney Asset Management 19
Crow Point Partners, LLC 19
Optiver Holding B.V. 18
Agf Investments Inc. 18
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 18
Focused Wealth Management, Inc 18
Nine Chapters Capital Management LLC 18
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 18
Accurate Wealth Management, LLC 18
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 18
Signet Financial Management, Llc 18
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 18
First Financial Corp /in/ 18
Golden State Wealth Management, LLC 18
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 18
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 18
Knight Capital Group, Inc. 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 18
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 18
Rare Infrastructure Ltd 18
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 18
Td Private Client Wealth Llc 18
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 18
Pinnacle Wealth Planning Services, Inc. 18
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 18
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 18
CIBC World Markets Inc. 18
Livforsakringsbolaget Skandia, Omsesidigt 18
Harbor Investment Advisory, Llc 18
Edgestream Partners, L.P. 18
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 18
USA Financial Portformulas Corp 18
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 18
Snowden Capital Advisors LLC 18
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 18
Shelter Harbor Advisors, Lp 18
Universal- Beteiligungs- und Servicegesellschaft mbH 18
Regal Investment Advisors LLC 18
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 18
Bogart Wealth, LLC 18
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 18
Comerica Securities,inc. 18
Old Mutual Global Investors (UK) Ltd. 18
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 18
Cca Investments Trust 18
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 18
CSat Investment Advisory, L.P. 18
Vontobel Holding Ltd. 18
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 18
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 18
Financial Gravity Companies, Inc. 18
MML Series Investment Fund II - MML Equity Fund Initial Class 18
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 18
ARGI Investment Services, LLC 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 18
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 18
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 18
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 18
Aster Capital Management (DIFC) Ltd 18
Psagot Value Holdings Ltd. / (Israel) 18
Alera Investment Advisors, LLC 18
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 18
Meiji Yasuda Asset Management Co Ltd. 18
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 18
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 18
Ledyard National Bank 18
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 18
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 18
Duality Advisers, Lp 18
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 18
Societe Generale 18
Sutton Wealth Advisors Inc. 18
Liberty Wealth Management Llc 18
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 18
Vestcor Inc 18
United Capital Financial Advisers, Llc 18
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 18
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 18
Sound Income Strategies, LLC 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 18
GeoWealth Management, LLC 18
Private Wealth Management Group, LLC 18
PENN SERIES FUNDS INC - Flexibly Managed Fund 18
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 18
UMA Financial Services, Inc. 18
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 18
Profunds - Profund Vp Oil & Gas 18
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 18
Maven Securities LTD 18
Envestnet Portfolio Solutions, Inc. 18
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 18
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 18
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 18
Cornercap Investment Counsel Inc 18
Northern Trust Co Of Connecticut 18
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 18
Northwest Investment Counselors, Llc 18
Everence Capital Management Inc 18
Creative Financial Designs Inc /adv 18
Veritable, L.P. 18
Partnervest Advisory Services LLC 18
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 18
Catalyst Funds Management Pty Ltd 18
FORA Capital, LLC 18
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 18
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 18
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 18
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 18
Financial Advocates Investment Management 18
Andra AP-fonden 18
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 18
Ethic Inc. 18
Cigna Investments Inc /new 18
Janney Capital Management LLC 18
Summit Global Investments 18
Brookfield Asset Management Inc. 18
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 18
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 18
Capula Management Ltd 18
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity 18
Brown Advisory Inc 18
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 18
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class 18
Venturi Wealth Management, LLC 18
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 18
BerganKDV Wealth Management, LLC 18
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 18
Johnson Investment Counsel Inc 18
Mizuho Securities Usa Llc 18
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 18
CX Institutional 18
Avantax Planning Partners, Inc. 18
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 18
Arkadios Wealth Advisors 18
Cullen/frost Bankers, Inc. 18
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 18
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 18
Greenland Capital Management LP 18
Westport Resources Management Inc 18
Mount Yale Investment Advisors, LLC 18
Advisor Partners Llc 18
Dynamic Capital Management Ltd 18
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 18
Pinnacle Bancorp, Inc. 18
Voya Infrastructure, Industrials & Materials Fund 18
Mirabella Financial Services Llp 18
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 18
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 18
Pearl River Capital, LLC 18
Centaurus Financial, Inc. 18
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 18
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 18
Nebula Research & Development LLC 18
Natixis Investment Managers International 18
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 18
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 18
Evoke Wealth, Llc 18
Nuveen Senior Income Fund 18
Financial Management Professionals, Inc. 18
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 18
Hemington Wealth Management 18
Rialto Wealth Management, LLC 18
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A 18
Pathstone Holdings, LLC 18
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 18
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 17
Leavell Investment Management, Inc. 17
Coann Capital LLC 17
Cable Hill Partners, LLC 17
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 17
Underlying Funds Trust 17
CWM Advisors, LLC 17
Horizon Investments, LLC 17
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 17
Eastern Bank 17
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 17
Avion Wealth 17
Transamerica Partners Funds Group Ii 17
Entropy Technologies, LP 17
HYLD - Exchange Listed Funds Trust - High Yield ETF 17
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 17
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 17
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 17
First Command Bank 17
JXI - iSHARES TRUST - iShares Global Utilities ETF 17
Colony Group, LLC 17
Hartland & Co., LLC 17
Zions Bancorporation, N.A. 17
Sageworth Trust Co 17
Calton & Associates, Inc. 17
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 17
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 17
Empowered Funds, LLC 17
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 17
Earnest Partners Llc 17
Cerebellum GP, LLC 17
Sentry Investment Management Llc 17
Hartree Partners, LP 17
Avantax Advisory Services, Inc. 17
WASHINGTON TRUST Co 17
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 17
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 17
Advantage Investment Management, Llc 17
Standard Life Aberdeen plc 17
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 17
Compagnie Lombard Odier SCmA 17
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 17
Donoghue Forlines LLC 17
Achmea Investment Management B.V. 17
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class 17
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 17
Old Republic International Corp 17
BDO Wealth Advisors, LLC 17
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 17
ISAM Funds (UK) Ltd 17
MQS Management LLC 17
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 17
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 17
Agf Management Ltd 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 17
Baystate Wealth Management LLC 17
Edge Wealth Management LLC 17
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 17
Delta Lloyd Nv 17
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 17
Mizuho Asset Management Co.,Ltd. 17
U.S. Capital Wealth Advisors, LLC 17
Baker Avenue Asset Management, LP 17
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 17
Sculptor Capital LP 17
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 17
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 17
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 17
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 17
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
UPW - PROSHARES TRUST - ProShares Ultra Utilities 17
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 17
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 17
Raymond James Trust N.a. 17
Parkworth Wealth Management, Inc. 17
Zeke Capital Advisors, Llc 17
Norinchukin Bank, The 17
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 17
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 17
Gts Securities Llc 17
MCF Advisors LLC 17
Integrated Wealth Concepts LLC 17
Veriti Management LLC 17
Exencial Wealth Advisors, Llc 17
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 17
Boston Advisors Llc 17
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 17
Stanley-Laman Group, Ltd. 17
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 17
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 17
Weld Capital Management Llc 17
Glg Llc 17
Chicago Partners Investment Group LLC 17
Neo Ivy Capital Management 17
Calamos Advisors LLC 17
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 17
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 17
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 17
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 17
Westwood Holdings Group Inc 17
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class 17
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 17
Crestline Management, LP 17
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 17
Oakworth Capital, Inc. 17
Tortoise Investment Management, LLC 17
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 17
Sierra Ocean, Llc 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 17
Sanctuary Advisors, LLC 17
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 17
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 17
Treasurer of the State of North Carolina 17
Conning Inc. 17
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 17
IDU - iSHARES TRUST - iShares U.S. Utilities ETF 17
BI Asset Management Fondsmaeglerselskab A/S 17
Tri-continental Corp 17
Warren Averett Asset Management, LLC 17
Weiss Strategic Interval Fund 17
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
Fjarde Ap-fonden /fourth Swedish National Pension Fund 17
Profunds - Profund Vp Utilities 17
Savant Capital, LLC 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 17
Strategic Wealth Partners, Ltd. 17
Harel Insurance Investments & Financial Services Ltd. 17
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 17
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 17
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 17
Mather Group, Llc. 17
Duff & Phelps Utility & Corporate Bond Trust Inc 17
MUFG Securities EMEA plc 17
M&r Capital Management Inc 17
Parametric Market Neutral Portfolio 17
Cinctive Capital Management LP 17
Mark Sheptoff Financial Planning, Llc 17
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 17
FNY Investment Advisers, LLC 17
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 17
Korea Investment CORP 17
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 17
Atwood & Palmer Inc 17
Sanctuary Wealth Advisors, LLC 17
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 17
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 17
Avestar Capital, LLC 17
National Bank Of Canada /fi/ 17
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 17
Vantage Consulting Group Inc 17
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 17
Caitong International Asset Management Co., Ltd 17
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 17
Citizens Financial Group Inc/ri 17
E. Ohman J:or Asset Management AB 17
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 17
First Allied Advisory Services, Inc. 17
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 17
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 17
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 17
Tcw Group Inc 17
Transamerica Partners Funds Group 17
Invictus RG Pte. Ltd. 17
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 17
LNZ Capital LP 17
First Horizon Corp 17
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 17
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 17
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 17
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 17
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 17
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 17
CenterStar Fund, LLC 17
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 17
Wealthcare Capital Management Llc 17
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 17
Maryland State Retirement & Pension System 17
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 17
SIR Capital Management, L.P. 17
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 17
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 17
Lombard Odier Asset Management (Switzerland) SA 17
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 17
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 17
Oppenheimer Asset Management Inc. 17
Ashton Thomas Private Wealth, LLC 17
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 17
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 17
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 17
Ropes Wealth Advisors Llc 17
Greenleaf Trust 17
Mosaic Family Wealth, LLC 17
Stifel Nicolaus & Co Inc \mo\ 17
Banque Pictet & Cie Sa 17
Mml Investors Services, Llc 17
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 17
Highlander Capital Management, LLC 17
Inceptionr Llc 17
Meeder Advisory Services, Inc. 17
Payden & Rygel 17
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 17
Castleton Investment Management LLC 17
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 17
Eagle Bay Advisors LLC 17
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 17
Bbva Usa 17
Aberdeen Asset Management Plc/uk 17
Systematic Financial Management Lp 17
Kingsview Wealth Management, LLC 16
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 16
Nissay Asset Management Corp /japan/ /adv 16
CHURCHILL MANAGEMENT Corp 16
SOUTH STATE Corp 16
Northwest & Ethical Investments L.P. 16
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 16
Rsm Us Wealth Management Llc 16
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 16
GHP Investment Advisors, Inc. 16
TD Waterhouse Canada Inc. 16
Daiwa Capital Markets America Inc. 16
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 16
Crewe Advisors LLC 16
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 16
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 16
Wealthfront Advisers Llc 16
Bryn Mawr Capital Management Inc 16
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 16
BTG Pactual Global Asset Management Ltd 16
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 16
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 16
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 16
Zurich Insurance Group Ltd/FI 16
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 16
Glenmede Investment Management, LP 16
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 16
Peapack Gladstone Financial Corp 16
National Pension Service 16
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 16
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 16
Mariner Wealth Advisors-NYC, LLC 16
Beacon Pointe Advisors, LLC 16
Hm Payson & Co 16
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 16
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 16
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 16
Moneta Group Investment Advisors Llc 16
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 16
Resona Asset Management Co.,Ltd. 16
Advisory Research Inc 16
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 16
Foresters Investment Management Company, Inc. 16
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 16
Continuum Advisory, LLC 16
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 16
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 16
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 16
American National Bank 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 16
Centenus Global Management, Lp 16
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 16
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 16
Tcwp Llc 16
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 16
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 16
Addison Advisors LLC 16
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 16
GW&K Investment Management, LLC 16
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 16
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 16
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 16
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 16
Royal Fund Management, LLC 16
Equitec Proprietary Markets, Llc 16
Nachman Norwood & Parrott, Inc 16
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 16
Nuveen Credit Strategies Income Fund 16
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 16
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 16
Amica Retiree Medical Trust 16
Bb&t Investment Services, Inc. 16
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 16
Asset Dedication, LLC 16
First Interstate Bank 16
DiNuzzo Private Wealth, Inc. 16
Amica Pension Fund Board Of Trustees 16
Vident Advisory, LLC 16
Qtron Investments LLC 16
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 16
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 16
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 16
Carolinas Wealth Consulting Llc 16
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 16
Cambridge Trust Co 16
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 16
Hl Financial Services Llc 16
Tiverton Asset Management Llc 16
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 16
Anchor Capital Advisors Llc 16
I.g. Investment Management, Ltd. 16
Mn Services Vermogensbeheer B.V. 16
First Command Financial Services, Inc. 16
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 16
West Tower Group, LLC 16
Tlp Group Llc 16
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 16
Old Second National Bank Of Aurora 16
Gierl Augustine Investment Management Inc 16
O'Shares Investment Advisers, LLC 16
Guardian Life Insurance Co Of America 16
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund 16
Altshuler Shaham Ltd 16
PFFD - Global X Funds - Global X U.S. Preferred ETF 16
Ameritas Advisory Services, LLC 16
Exane Derivatives 16
Jaffetilchin Investment Partners, LLC 16
Emerald Investment Partners, Llc 16
Colony Group Llc 16
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 16
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 16
Capital Analysts, Inc. 16
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 16
South Dakota Investment Council 16
RHJ International SA 16
Kentucky Retirement Systems 16
Bb&t Securities, Llc 16
Shaolin Capital Management LLC 16
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 16
Pendal Group Ltd 16
SpiderRock Trading LLC 16
First New York Securities Llc /ny 16
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 16
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 16
Algert Global Llc 16
Man Investments Ltd 16
Blackstone Group Inc 16
Camarda Financial Advisors, LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 16
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 16
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
C M Bidwell & Associates Ltd 16
VGLSX - VALIC Co I - Global Strategy Fund 16
USS Investment Management Ltd 16
Energy Income Partners, LLC 16
Atom Investors LP 16
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 16
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 16
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 16
Whitebox Advisors Llc 16
Tortoise Essential Assets Income Term Fund 16
Colonial Trust Advisors 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 16
Thompson Davis & Co., Inc. 16
MainStay CBRE Global Infrastructure Megatrends Fund 16
Tortoise Energy Infrastructure Corp 16
HFM Investment Advisors, LLC 16
LGT Financial Advisors LLC 16
Breton Hill Capital Ltd. 16
Caption Management, LLC 16
Bay Harbor Wealth Management, LLC 16
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 16
Red Tortoise LLC 16
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 16
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 16
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
Pinnacle Summer Investments, Inc. 16
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 16
Belvedere Trading LLC 16
American Investment Services, Inc. 16
Diversified Trust Co 16
Illinois Municipal Retirement Fund 16
Kennedy Capital Management, Inc. 16
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 16
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 16
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 16
First American Bank 16
Bedel Financial Consulting, Inc. 16
Legg Mason Asset Management (Japan) Co., Ltd. 16
Stephens Consulting, LLC 16
J.w. Cole Advisors, Inc. 16
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 16
Hughes Financial Services, LLC 16
Townsquare Capital Llc 16
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 16
Legg Mason Investment Counsel, LLC 16
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 16
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 16
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 16
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 16
Duff & Phelps Global Utility Income Fund Inc. 16
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 16
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 16
Gryphon Financial Partners LLC 16
Legacy Financial Advisors, Inc. 16
Wolff Wiese Magana Llc 16
Community Bank, N.A. 16
Rise Advisors, LLC 16
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 16
Spirit Of America Management Corp/ny 16
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 16
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 16
Verus Capital Partners, Llc 16
Cribstone Capital Management, LLC 16
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 16
Annis Gardner Whiting Capital Advisors, LLC 16
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 16
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 16
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 16
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 16
Amica Mutual Insurance Co 16
Procyon Private Wealth Partners, LLC 16
Weaver Consulting Group 16
Transce3nd, LLC 16
Chevy Chase Trust Holdings, Inc. 16
Fisher Asset Management, LLC 16
Financial Counselors Inc 16
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 16
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 16
Global Financial Private Client, LLC 16
Dai-ichi Life Holdings, Inc. 16
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 16
JJJ Advisors Inc. 16
Balentine LLC 16
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 16
Ballentine Partners, LLC 16
Covington Capital Management 16
Fieldpoint Private Securities, LLC 16
Investment Centers Of America Inc 15
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 15
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 15
CenterStar Asset Management, LLC 15
Elequin Capital Lp 15
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 15
Accel Wealth Management 15
Insight Select Income Fund 15
Empirical Finance, LLC 15
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 15
Inspire Advisors, LLC 15
Cohen & Steers Global Income Builder, Inc 15
Kentucky Retirement Systems Insurance Trust Fund 15
Raleigh Capital Management Inc. 15
Banco Bilbao Vizcaya Argentaria, S.a. 15
Activest Wealth Management 15
First Midwest Bank Trust Division 15
Parsons Capital Management Inc/ri 15
Sun Life Financial Inc 15
MBOVX - M FUND INC - M Large Cap Value Fund 15
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 15
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 15
Capital Investment Advisory Services, LLC 15
Gen-Wealth Partners Inc 15
GoalVest Advisory LLC 15
Atlantic Trust, LLC 15
Kms Financial Services, Inc 15
ICA Group Wealth Management, LLC 15
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 15
Kanaly Trust Co 15
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 15
Edmond De Rothschild Holding S.a. 15
Wetherby Asset Management Inc 15
Sequoia Financial Advisors, LLC 15
Peak6 Llc 15
Girard Partners Ltd. 15
First Capital Advisors Group, LLC. 15
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF 15
LRI Investments, LLC 15
Truewealth Llc 15
First Command Advisory Services, Inc. 15
Romano Brothers And Company 15
Eudaimonia Partners, LLC 15
Perkins Coie Trust Co 15
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 15
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 15
Cornerstone Wealth Management, LLC 15
HighPoint Advisor Group LLC 15
Handelsbanken Fonder AB 15
Metis Global Partners, LLC 15
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 15
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I 15
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 15
Cutter & CO Brokerage, Inc. 15
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 15
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 15
Cary Street Partner Investment Advisory Llc 15
Perigon Wealth Management, LLC 15
Qci Asset Management Inc/ny 15
Key FInancial Inc 15
Global X Funds 15
Wealthspire Advisors, LLC 15
Ashton Thomas Securities, Llc 15
Epoch Investment Partners, Inc. 15
Decade Renewable Partners Lp 15
HBK Sorce Advisory LLC 15
Lido Advisors, LLC 15
Hexavest Inc. 15
Seeyond 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
Tibra Equities Europe Ltd 15
Farmers & Merchants Trust Co of Chambersburg PA 15
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 15
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 15
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 15
Banque Cantonale Vaudoise 15
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 15
NOFIX - Northern Funds - Northern Fixed Income Fund 15
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 15
Lighthouse Investment Partners, LLC 15
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 15
DAVENPORT & Co LLC 15
Virtus ETF Advisers LLC 15
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 15
Qrg Capital Management, Inc. 15
Voleon Capital Management Lp 15
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 15
Gary Goldberg Planning Services Inc 15
City Holding Co 15
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 15
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 15
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 15
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 15
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 15
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 15
Vise Technologies, Inc. 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 15
Creekmur Asset Management LLC 15
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 15
SummitTX Capital, L.P. 15
Xact Kapitalforvaltning AB 15
Amplius Wealth Advisors, LLC 15
Calamos Strategic Total Return Fund 15
Boston Partners 15
Kovitz Investment Group Partners, LLC 15
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 15
Tsfg, Llc 15
Wilbanks Smith & Thomas Asset Management Llc 15
AQGNX - AQR Funds - AQR Global Equity Fund Class N 15
Westside Investment Management, Inc. 15
Allstate Corp 15
FormulaFolio Investments, LLC 15
1832 Asset Management L.P. 15
Meiji Yasuda Life Insurance Co 15
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 15
GPS Wealth Strategies Group, LLC 15
Elite Wealth Management, Inc. 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
Simplicity Wealth,LLC 15
Coastal Investment Advisors, Inc. 15
Royal London Asset Management Ltd 15
Newbridge Financial Services Group, Inc. 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 15
Contravisory Investment Management, Inc. 15
Concord Wealth Partners 15
Lloyds Banking Group plc 15
Edge Advisors, Llc 15
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I 15
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 15
Country Trust Bank 15
CVA Family Office, LLC 15
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 15
Sigma Planning Corp 15
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 15
Reaves Utility Income Fund 15
QUANTRES ASSET MANAGEMENT Ltd 15
B. Metzler seel. Sohn & Co. AG 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
Bleakley Financial Group, LLC 15
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 15
Wexford Capital Lp 15
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 15
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 15
Willingdon Wealth Management 15
Exxonmobil Investment Management Inc /tx 15
Erste Asset Management GmbH 15
Advisor Resource Council 15
Krane Funds Advisors LLC 15
Atlantic Union Bankshares Corp 15
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 15
New Age Alpha Advisors, LLC 15
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 15
Longbow Capital Partners, L.P. 15
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 15
Colonial Trust Co / SC 15
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio 15
Grove Bank & Trust 15
Securian Funds Trust - SFT T. Rowe Price Value Fund 15
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 15
EP Wealth Advisors, Inc. 15
Joel Isaacson & Co., LLC 15
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 15
Salomon & Ludwin, LLC 15
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 15
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 15
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 15
Wedbush Securities Inc 15
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 15
Glen Eagle Advisors, LLC 15
First PREMIER Bank 15
Harvest Group Wealth Management, Llc 15
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 15
Alphasimplex Group, Llc 15
Euclid Advisors LLC 15
Kestra Investment Management, LLC 15
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares 15
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 15
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 15
Rosenberg Matthew Hamilton 15
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 15
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 15
Infrastructure Capital Advisors, Llc 15
Park Avenue Securities Llc 15
Stephens Inc /ar/ 15
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 15
Wilmington Trust Co 15
LifePlan Financial Group, Inc 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
Paces Ferry Wealth Advisors, Llc 15
Hartford Series Fund Inc 15
Hilltop Holdings Inc. 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
WealthTrak Capital Management LLC 15
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 15
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 15
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 15
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 15
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 15
Capital Bank & Trust Co 15
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 15
Venture Visionary Partners LLC 15
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 15
FourThought Financial, LLC 15
Nuveen Preferred & Income Opportunities Fund 15
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 15
Hennion & Walsh Asset Management, Inc. 15
Investors Research Corp 15
Horizons Etf Trust I 15
Cowen Group, Inc. 15
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 15
Machina Capital S.a.s. 15
Tfo-tdc, Llc 15
Cleararc Capital Inc 15
HB Wealth Management, LLC 15
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 15
Kayne Anderson Rudnick Investment Management Llc 15
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 15
Woodline Partners LP 15
Arden Investment Series Trust 15
Cbre Clarion Securities Llc 15
Coppell Advisory Solutions LLC 15
Webster Bank, N. A. 15
Tiaa, Fsb 15
Guggenheim Strategic Opportunities Fund 15
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 15
Cohen & Steers Reit & Preferred Income Fund Inc 15
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 15
Tfs Capital Llc 15
Meadow Creek Investment Management LLC 15
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
Baldwin Brothers Inc/ma 15
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 15
Redwood Wealth Management Group, LLC 15
Burt Wealth Advisors 15
IHT Wealth Management, LLC 15
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 15
TD Capital Management LLC 15
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 15
Dai-Ichi Life Insurance Company, Ltd 15
Perella Weinberg Partners Capital Management LP 15
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 15
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 15
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 15
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 15
Tiaa Cref Trust Co Fsb/mo 14
Pensionfund Sabic 14
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 14
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 14
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 14
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 14
Kings Point Capital Management 14
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 14
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 14
Quent Capital, LLC 14
Denali Advisors Llc 14
Ziegler Capital Management, LLC 14
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 14
Mycio Wealth Partners, Llc 14
Trust Co 14
Koshinski Asset Management, Inc. 14
TD Securities (USA) LLC 14
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 14
Wunderlich Securities, Inc. 14
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 14
Wells Fargo Global Dividend Opportunity Fund 14
Alaska Permanent Fund Corp 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
F&C Asset Management plc 14
Delphi Private Advisors LLC 14
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 14
McIlrath & Eck, LLC 14
Capital Guardian Trust Co 14
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 14
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 14
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 14
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 14
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 14
Navellier & Associates Inc 14
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 14
Nuveen Core Equity Alpha Fund 14
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class 14
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 14
Maple Securities Usa Inc 14
City State Bank 14
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 14
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 14
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 14
NuWave Investment Management, LLC 14
VCGAX - VALIC Co I - Growth & Income Fund 14
Centersquare Investment Management Llc 14
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 14
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 14
Echo Street Capital Management LLC 14
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 14
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 14
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 14
Corton Capital Inc. 14
Ostrum Asset Management 14
IMC-Chicago, LLC 14
Wetzel Investment Advisors, Inc. 14
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 14
Hightower 6M Holding, LLC 14
PRW Wealth Management LLC 14
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 14
HDV - iSHARES TRUST - iShares Core High Dividend ETF 14
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 14
Eagle Asset Management Inc 14
Richard Bernstein Advisors LLC 14
Cromwell Holdings LLC 14
Cape Investment Advisory, Inc. 14
UniSuper Management Pty Ltd 14
MML Series Investment Fund II - MML Equity Rotation Fund Class II 14
Total Clarity Wealth Management, Inc. 14
PartnerRe Asset Management CORP 14
Park Place Capital Corp 14
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 14
Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund 14
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 14
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 14
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 14
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 14
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 14
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 14
Wiley Bros.-aintree Capital, Llc 14
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 14
Interchange Capital Partners, LLC 14
Blue Sky Asset Management, LLC 14
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 14
Private Wealth Asset Management, LLC 14
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 14
Personal Wealth Partners 14
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 14
Beacon Capital Management, LLC 14
Strategic Blueprint, LLC 14
Brinker Capital Inc 14
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 14
Abound Wealth Management 14
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 14
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 14
WR Wealth Planners, LLC 14
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
Mendota Financial Group, LLC 14
Bank of New Hampshire 14
Armstrong Advisory Group, Inc 14
Virginia Retirement System 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 14
PFG Investments, LLC 14
BRC Investment Management LLC 14
Trilogy Capital Inc. 14
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 14
WealthPLAN Partners, LLC 14
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 14
Investment Management Corp of Ontario 14
Arlington Trust Co LLC 14
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 14
Laurel Wealth Advisors, Inc. 14
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 14
Jain Global LLC 14
Standard Life Investments LTD 14
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 14
Executive Wealth Management, LLC 14
Deseret Mutual Benefit Administrators 14
PGGM Investments 14
Tradition Wealth Management, LLC 14
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 14
PPM Funds - PPM Long Short Credit Fund (Inst) 14
FLYT - Direxion Shares ETF Trust - Direxion Flight to Safety Strategy ETF 14
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
Regent Peak Wealth Advisors LLC 14
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 14
Private Ocean, LLC 14
Gofen & Glossberg Llc /il/ 14
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 14
Atlas Capital Advisors Llc 14
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 14
Ellis Investment Partners, LLC 14
Opal Wealth Advisors, LLC 14
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 14
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 14
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 14
First Mercantile Trust Co 14
Cohen & Steers Select Preferred & Income Fund, Inc. 14
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 14
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 14
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 14
Riverview Trust Co 14
Quest Capital Management Inc /adv 14
Transamerica Partners Portfolios 14
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 14
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 14
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 14
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 14
Tyers Asset Management LLC 14
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 14
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 14
WealthTrust Axiom LLC 14
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 14
Centerpoint Advisors, LLC 14
Woodley Farra Manion Portfolio Management Inc 14
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 14
Sii Investments Inc/wi 14
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 14
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 14
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 14
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 14
Worldquant Millennium Advisors Llc 14
B. Metzler seel. Sohn & Co. Holding AG 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 14
MANA Advisors LLC 14
Toews Corp /adv 14
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 14
Scientech Research LLC 14
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 14
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 14
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 14
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 14
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 14
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 14
Kaizen Advisory, Llc 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
Susquehanna Portfolio Strategies, LLC 14
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 14
Highstreet Asset Management Inc. 14
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 14
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 14
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 14
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 14
Princeton Global Asset Management LLC 14
Advisor Partners Ii, Llc 14
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 14
Kempen Capital Management N.v. 14
Huff W R Asset Management Co Llc /de/ 14
Claraphi Advisory Network, LLC 14
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 14
Capital Asset Advisory Services LLC 14
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 14
Advisory Alpha, LLC 14
Decade Capital Management Llc 14
Ogorek Anthony Joseph /ny/ /adv 14
Fidelis Capital Partners, LLC 14
Alpine Woods Capital Investors, Llc 14
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 14
IWB - iSHARES TRUST - iShares Russell 1000 ETF 14
Thurston, Springer, Miller, Herd & Titak, Inc. 14
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 14
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 14
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 14
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 14
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 14
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 14
Stonebridge Capital Advisors LLC 14
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 14
Integral Derivatives, LLC 14
Price Wealth Management, Inc. 14
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 14
Longboard Asset Management, LP 14
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 14
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 14
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 14
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 14
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 14
Petrus Trust Company, LTA 14
Principal Diversified Select Real Asset Fund 14
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 14
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 14
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 14
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 14
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 14
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 14
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 14
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 14
Kilter Group LLC 14
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A 14
Security National Trust Co 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 14
Householder Group Estate & Retirement Specialist, LLC 14
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 14
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 14
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 14
Alpha Paradigm Partners, LLC 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 14
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 14
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 14
JHMU - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Utilities ETF 14
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 14
Anchor Investment Management, LLC 14
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB 14
CCMG - EA Series Trust - CCM Global Equity ETF 14
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 14
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 14
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 14
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 14
CWA Asset Management Group, LLC 14
Merit Financial Group, LLC 14
BBVA USA Bancshares, Inc. 14
Albion Financial Group /ut 14
Oak Thistle LLC 14
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 14
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 14
Hanson & Doremus Investment Management 14
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares 14
Vectors Research Management, LLC 14
Kestra Private Wealth Services, Llc 14
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 14
Tredje AP-fonden 14
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1 14
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 14
TFC Financial Management 14
Nuveen Preferred & Income Securities Fund 14
STXV - EA Series Trust - Strive 1000 Value ETF 14
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 14
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 14
Founders Financial Alliance, LLC 14
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 14
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 14
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 14
Trust For Advisor Solutions 14
ETRADE Capital Management LLC 14
Bp Plc 14
Tucker Asset Management Llc 14
Guardian Investor Services Llc 14
Polymer Capital Management (US) LLC 14
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 14
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 14
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 14
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 14
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 14
Laffer Investments 14
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 14
GLG Partners LP 14
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 14
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 14
Rampart Investment Management Company, LLC 14
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 14
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 14
Tradewinds Capital Management, LLC 14
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 14
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 14
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 14
HighVista Strategies LLC 14
Prime Capital Investment Advisors, LLC 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 14
Krilogy Financial LLC 14
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 14
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 14
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 14
Bruce G. Allen Investments, LLC 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 14
J. Goldman & Co LP 14
Symphony Financial, Ltd. Co. 14
Vaughan David Investments Inc/il 14
Alyeska Investment Group, L.P. 14
Alethea Capital Management, Llc 14
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund 14
Capital One, National Association 14
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 13
Atomi Financial Group, Inc. 13
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 13
Palladium Partners Llc 13
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 13
Capital Research Global Investors 13
Personal Capital Advisors Corp 13
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 13
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 13
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 13
SFY - Tidal ETF Trust - SoFi Select 500 ETF 13
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 13
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 13
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 13
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 13
Opseu Pension Plan Trust Fund 13
Capitolis Advisors LLC 13
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 13
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 13
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 13
MUB - iSHARES TRUST - iShares National Muni Bond ETF 13
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I 13
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 13
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 13
Buckingham Strategic Wealth, Llc 13
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 13
Mufg Securities Americas Inc. 13
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 13
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 13
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 13
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 13
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 13
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 13
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 13
Profunds - Profund Vp Bull 13
Hussman Strategic Advisors, Inc. 13
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 13
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 13
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 13
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 13
Profunds - Profund Vp Ultrabull 13
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 13
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 13
LVPIX - Profunds - Large-cap Value Profund Investor Class 13
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 13
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 13
Blackrock Credit Allocation Income Trust 13
Standard Family Office LLC 13
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund 13
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 13
ULPIX - Profunds - Ultrabull Profund Investor Class 13
Sierra Capital LLC 13
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 13
Stancorp Investment Advisers Inc 13
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 13
BLPIX - Profunds - Bull Profund Investor Class 13
West Branch Capital LLC 13
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 13
Orrstown Financial Services Inc 13
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 13
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 13
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 13
R Squared Ltd 13
BLB&B Advisors, LLC 13
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 13
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 13
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 13
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 13
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 13
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF 13
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 13
Iowa State Bank 13
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares 13
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 13
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 13
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 13
PACIFIC SELECT FUND - Equity Index Portfolio Class I 13
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 13
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 13
Elo Mutual Pension Insurance Co 13
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 13
Dixon Hughes Goodman Wealth Advisors LLC 13
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 13
Trust Department Mb Financial Bank N A 13
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 13
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 13
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13
Hollencrest Capital Management 13
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A 13
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 13
Kistler-Tiffany Companies, LLC 13
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 13
Toth Financial Advisory Corp 13
CNB Bank 13
Tobam 13
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 13
Voya Financial Advisors, Inc. 13
Bruderman Asset Management, LLC 13
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 13
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 13
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 13
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 13
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 13
Pinnacle Financial Partners Inc 13
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 13
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 13
Fuller & Thaler Asset Management, Inc. 13
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 13
AIEQ - ETF Managers Trust - AI Powered Equity ETF 13
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 13
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 13
ACG Wealth 13
Claro Advisors LLC 13
Jpmorgan Trust Iii 13
Polaris Wealth Advisory Group, LLC 13
Lehman Financial Resources, Inc. 13
CAPROCK Group, Inc. 13
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 13
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 13
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 13
Alexandria Capital, LLC 13
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 13
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 13
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 13
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 13
PWS - Pacer Funds Trust - Pacer WealthShield ETF 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 13
SSO - PROSHARES TRUST - ProShares Ultra S&P500 13
Onefund, Llc 13
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 13
tru Independence LLC 13
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 13
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 13
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 13
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 13
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 13
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 13
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 13
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 13
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 13
Destination Wealth Management 13
WPG Advisers, LLC 13
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 13
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 13
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 13
Macroview Investment Management Llc 13
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF 13
Highline Wealth Partners Llc 13
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 13
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 13
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 13
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 13
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 13
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 13
Consolidated Planning Corp 13
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 13
Nelson Capital Management, LLC 13
Principia Wealth Advisory, LLC 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 13
Searle & Co. 13
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 13
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 13
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 13
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 13
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 13
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 13
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 13
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 13
Adirondack Trust Co 13
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 13
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 13
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 13
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 13
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 13
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 13
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 13
Sugarloaf Wealth Management, LLC 13
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 13
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 13
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 13
Chemical Bank 13
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 13
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 13
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 13
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 13
Frontier Investment Mgmt Co 13
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 13
Wbi Investments, Inc. 13
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 13
Central Bank & Trust Co 13
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 13
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 13
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 13
Archer Investment Corp 13
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 13
Wealth Quarterback LLC 13
Clean Yield Group 13
Siemens Fonds Invest GmbH 13
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 13
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 13
V Wealth Advisors LLC 13
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 13
Virtue Capital Management, LLC 13
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 13
Ausdal Financial Partners, Inc. 13
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 13
Moisand Fitzgerald Tamayo, LLC 13
V-Square Quantitative Management LLC 13
Center for Financial Planning, Inc. 13
Benjamin Edwards Inc 13
Mbb Public Markets I Llc 13
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 13
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 13
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 13
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 13
Rakuten Investment Management, Inc. 13
Blackrock Utility & Infrastructure Trust 13
Column Capital Advisors, LLC 13
Savior LLC 13
Li Winifred I 13
Tradeworx Inc. 13
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 13
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 13
FDO Partners, LLC 13
Claris Advisors, Llc / Mo / 13
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 13
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 13
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 13
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 13
Clearview Wealth Advisors LLC 13
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 13
PSI Advisors, LLC 13
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 13
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 13
Arete Wealth Advisors, LLC 13
Childress Capital Advisors, Llc 13
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 13
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 13
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 13
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 13
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 13
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 13
Howard Hughes Medical Institute 13
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 13
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 13
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 13
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 13
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 13
TPH Asset Management, LLC 13
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 13
Profunds - Profund Vp Large-cap Value 13
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 13
Herndon Capital Management Llc 13
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 13
Dunhill Financial, LLC 13
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 13
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 13
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 13
CBIZ Investment Advisory Services, LLC 13
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 13
Cognios Capital, LLC 13
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 13
Advisors Preferred, LLC 13
Pinkerton Retirement Specialists, LLC 13
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 13
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 13
Invictus RG 13
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 13
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 13
Bellwether Advisors, LLC 13
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 13
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 13
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 13
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 13
Trustcore Financial Services, Llc 13
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 13
361 Capital Llc 13
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 13
Spdr S&p 500 Etf Trust 13
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 13
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 13
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 13
Quaker Wealth Management, LLC 13
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 13
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 13
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 13
Czech National Bank 13
Operose Advisors LLC 13
Park Avenue Institutional Advisers LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 13
American Capital Advisory, LLC 13
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 13
NOSIX - Northern Funds - Northern Stock Index Fund 13
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 13
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 13
Institutional & Family Asset Management, Llc 13
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 13
Saudi Central Bank 13
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 13
WealthCollab, LLC 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 13
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 13
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 13
Patton Fund Management, Inc. 13
Meritage Portfolio Management 13
Lebenthal Asset Management, LLC 13
Steel Peak Wealth Management LLC 13
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 13
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 13
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 13
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 13
Railway Pension Investments Ltd 13
Jasinkiewicz Capital Management, Lp 13
Zions Bancorporation, National Association /ut/ 13
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 13
BlueCrest Capital Management LLP 13
PENN SERIES FUNDS INC - Index 500 Fund 13
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 13
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 13
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 13
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 13
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 13
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 13
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 13
Pnc Funds 13
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 13
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 13
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 13
Securian Funds Trust - SFT Index 500 Fund Class 1 13
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 13
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A 13
Securian Funds Trust - SFT Core Bond Fund Class 1 13
Wilmington Funds Management Corp 13
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 13
nVerses Capital, LLC 13
Ossiam 13
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) 13
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 13
Viking Fund Management Llc 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 13
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 13
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 13
First Bank & Trust 13
Aviance Capital Management, Llc 13
Simon Quick Advisors, Llc 13
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 13
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 13
Mascoma Wealth Management LLC 13
Chiron Investment Management, LLC 13
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 13
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 13
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A 13
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 13
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 13
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 13
Glenview Trust Co 13
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 13
Kayne Anderson Capital Advisors Lp 13
Symmetry Partners, LLC 13
Cassady Schiller Wealth Management, LLC 13
Harvest Fund Management Co., Ltd 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 13
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 13
Apollon Wealth Management, LLC 13
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 13
Aris Wealth Services, Inc. 13
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 13
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 13
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 13
Level Four Advisory Services, Llc 13
PrairieView Partners, LLC 13
Delaware Enhanced Global Dividend & Income Fund 13
Alphacrest Capital Management Llc 13
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 13
Mizuho Securities Usa Llc 13
Costello Asset Management, INC 13
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 13
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 13
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13
Callan Family Office, LLC 13
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 13
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 13
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 13
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 13
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 13
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 13
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 13
Pensionmark Financial Group, Llc 13
Ingalls & Snyder Llc 13
Freedman Financial Associates, Inc. 13
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 13
Asahi Life Asset Management Co., Ltd. 13
Ferris Capital, Llc 13
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 13
AIA Group Ltd 13
New America High Income Fund Inc 13
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 13
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 13
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 13
Allred Capital Management, LLC 13
Oppenheimer Variable Account Funds 13
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 13
SG3 Management, LLC 13
Arlington Partners LLC 13
Strengthening Families & Communities, LLC 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 13
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 13
Symphony Asset Management Llc 13
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 13
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 13
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 13
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 13
Resources Management Corp /ct/ /adv 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 13
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 13
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 13
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 13
NEOS Investment Management LLC 13
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 13
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 13
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 13
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 13
American Funds Insurance Series 13
Rakuten Securities, Inc. 13
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 13
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 13
Nuveen Nasdaq 100 Dynamic Overwrite Fund 13
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 13
West Paces Advisors Inc. 13
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 13
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 13
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 13
Daxor Corp 13
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 13
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 13
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 13
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 13
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 13
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 13
Hcim Trust 13
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 13
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 13
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 13
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 13
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 13
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 13
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
Twin Capital Management Inc 13
Campbell Multi-strategy Trust 13
VSTIX - VALIC Co I - Stock Index Fund 13
Ikos Cif Ltd 13
Dorsey Wright & Associates 13
IMA Wealth, Inc. 13
Rossby Financial, LCC 13
Canada Post Corp Registered Pension Plan 13
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 13
Dividend Asset Capital, Llc 13
Community Financial Services Group, LLC 13
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 13
St Germain D J Co Inc 13
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 13
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 13
Farringdon Capital, Ltd. 13
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 13
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 13
Glazer Capital, Llc 13
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 13
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 13
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 13
WestEnd Advisors, LLC 13
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 12
Elevation Series Trust - RiverNorth Patriot ETF 12
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 12
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 12
Crabel Capital Management, LLC 12
Green Arrow Capital Management Llc 12
Widmann Financial Services, Inc. 12
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 12
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 12
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 12
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 12
Dogwood Wealth Management LLC 12
Syverson Strege & Co 12
First Trust Energy Income & Growth Fund 12
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 12
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 12
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 12
Ascent Group, LLC 12
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 12
Pinnacle Associates Ltd 12
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 12
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 12
Allegis Investment Advisors, LLC 12
Sagefield Capital LP 12
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 12
Western Asset Income Fund 12
Ohio National Investments, Inc. 12
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 12
Lincoln National Corp 12
Himco Variable Insurance Trust 12
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 12
Trustmark National Bank Trust Department 12
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 12
Confluence Wealth Services, Inc. 12
Lebenthal Holdings,LLC 12
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 12
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 12
Evolution Wealth Advisors, LLC 12
Bluefin Trading, LLC 12
Vanguard Horizon Funds 12
Fred Alger Management, Llc 12
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 12
First Trust Energy Infrastructure Fund 12
Vinva Investment Management Ltd 12
New Millennium Group LLC 12
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 12
Td Asset Management Usa Funds Inc. 12
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 12
TCTC Holdings, LLC 12
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 12
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 12
Bare Financial Services, Inc 12
High Note Wealth, LLC 12
Hilltop National Bank 12
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 12
RFP Financial Group LLC 12
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 12
Stone Ridge Asset Management LLC 12
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 12
Denver Investment Advisors Llc 12
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 12
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 12
Adams Diversified Equity Fund, Inc. 12
Franklin Universal Trust 12
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 12
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 12
Voya Prime Rate Trust 12
Gf Fund Management Co. Ltd. 12
44 Wealth Management Llc 12
QCM Cayman, Ltd. 12
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 12
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 12
Lloyd Advisory Services, LLC. 12
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A 12
U S Global Investors Inc 12
Thor Advisors, Llc 12
NorthRock Partners, LLC 12
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 12
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 12
Institutional Investment Strategy Fund 12
Clarius Group, LLC 12
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 12
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 12
Gyon Technologies Capital Management, LP 12
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 12
CPI - IndexIQ ETF Trust - IQ Real Return ETF 12
Wesbanco Bank Inc 12
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 12
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 12
Stuart Chaussee & Associates, Inc. 12
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 12
Alpha Omega Wealth Management LLC 12
Bell Bank 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 12
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 12
Minichmacgregor Wealth Management, Llc 12
TRUE Private Wealth Advisors 12
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 12
Amerivest Investment Management LLC 12
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 12
Acrisure Capital Management, LLC 12
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 12
Transcend Wealth Collective, Llc 12
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 12
Driehaus Capital Management Llc 12
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 12
FSA Wealth Management LLC 12
Oppenheimer Quest For Value Funds 12
Northpointe Capital Llc 12
BTG Pactual Asset Management US LLC 12
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 12
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 12
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 12
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 12
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 12
Zebra Capital Management LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 12
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 12
Dean Investment Associates, Llc 12
SOA Wealth Advisors, LLC. 12
Mraz, Amerine & Associates, Inc. 12
Texas Yale Capital Corp. 12
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 12
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 12
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 12
Evergreen Capital Management Llc 12
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 12
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 12
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 12
Mill Creek Capital Advisors, LLC 12
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 12
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 12
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 12
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 12
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund 12
FNY Managed Accounts LLC 12
Intrua Financial, LLC 12
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 12
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class 12
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 12
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 12
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 12
Capital A Wealth Management, LLC 12
Dreman Value Management, L L C 12
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 12
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 12
Pennsylvania Trust Co 12
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 12
Glg Inc. 12
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 12
Optimal Asset Management, Inc. 12
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 12
Chilton Capital Management Llc 12
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 12
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 12
FLDFX - Meeder Funds - BALANCED FUND Retail Class 12
Bremer Trust National Association 12
RWM Asset Management, LLC 12
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 12
Bank Julius Baer & Co. Ltd, Zurich 12
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 12
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 12
Silvercrest Asset Management Group Llc 12
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 12
Nbt Bank N A /ny 12
Binnacle Investments Inc 12
Whipplewood Advisors, LLC 12
Hirtle Callaghan & Co LLC 12
Authentikos Wealth Advisory, LLC 12
AHIVX - American Century Investment Trust - High Income Fund Investor Class 12
Arrow Financial Corp 12
SCIU - Global X Funds - Global X Scientific Beta US ETF 12
Nvwm, Llc 12
Teilinger Capital Ltd. 12
Ten Capital Wealth Advisors, LLC 12
Ssi Investment Management Llc 12
First Trust Mlp & Energy Income Fund 12
Bayforest Capital Ltd 12
WealthTrust-Arizona, LLC 12
Change Path, LLC 12
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 12
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 12
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 12
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 12
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 12
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF 12
Beck Bode, LLC 12
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 12
Washington Trust Advisors, Inc. 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 12
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 12
Logan Capital Management Inc 12
Curian Capital Llc 12
Kcm Investment Advisors Llc 12
S&t Bank/pa 12
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 12
Halbert Hargrove Global Advisors, Llc 12
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 12
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 12
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 12
Hallmark Capital Management Inc 12
Klp Kapitalforvaltning As 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 12
Park National Corp /oh/ 12
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 12
Trust Co Of Toledo Na /oh/ 12
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 12
Glass Jacobson Investment Advisors llc 12
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 12
Pensionfund DSM Netherlands 12
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 12
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 12
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 12
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 12
Eaton Vance Ltd Duration Income Fund 12
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 12
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class 12
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 12
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 12
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 12
Monetary Management Group Inc 12
Turtle Creek Wealth Advisors, LLC 12
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 12
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 12
Maverick Capital Ltd 12
Certified Advisory Corp 12
Putnam Fl Investment Management Co 12
Icon Wealth Partners, LLC 12
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 12
Migdal Insurance & Financial Holdings Ltd. 12
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 12
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 12
Independent Portfolio Consultants, Inc. 12
Gw Henssler & Associates Ltd 12
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 12
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class 12
Beacon Capital Management, Inc. 12
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 12
Castleview Partners, Llc 12
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 12
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 12
E Fund Management Co., Ltd. 12
Hutchin Hill Capital, LP 12
Winch Advisory Services, LLC 12
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 12
EdgeRock Capital LLC 12
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 12
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 12
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 12
Core Alternative Capital 12
Hartford Financial Management Inc. 12
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 12
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 12
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 12
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 12
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 12
Vermillion Wealth Management, Inc. 12
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 12
Impact Partnership Wealth, LLC 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 12
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 12
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares 12
MU Investments Co., Ltd. 12
Murphy Capital Management Inc 12
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 12
Trifecta Capital Advisors, LLC 12
Squar Milner Financial Services Llc 12
First Trust New Opportunities Mlp & Energy Fund 12
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 12
HHM Wealth Advisors, LLC 12
Essex Savings Bank 12
Old North State Trust, LLC 12
YorkBridge Wealth Partners, LLC 12
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 12
Winnow Wealth Llc 12
Coastal Capital Group, Inc. 12
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 12
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 12
Gupta Wealth Management LLC 12
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 12
Elkhorn Investments, LLC 12
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 12
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 12
Qsemble Capital Management, LP 12
Tortoise Power & Energy Infrastructure Fund Inc 12
Golden State Equity Partners 12
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 12
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 12
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 12
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 12
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 12
Lee Financial Co 12
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 12
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 12
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 12
Capital Income Builder 12
Fiduciary Trust Co 12
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 12
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 12
AIA Investment Management Private Ltd 12
Macquarie Global Infrastructure Total Return Fund Inc. 12
Financial Advisors Network, Inc. 12
STRV - EA Series Trust - Strive 500 ETF 12
VisionPoint Advisory Group, LLC 12
Family Firm, Inc. 12
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 12
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 12
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 12
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
Tiedemann Advisors, Llc 12
Dorsey & Whitney Trust CO LLC 12
25 Llc 12
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 12
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 12
Clearwater Capital Advisors, LLC 12
Aspect Partners, LLC 12
Front Row Advisors LLC 12
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 12
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 12
MD Financial Management Inc. 12
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 12
First City Capital Management, Inc. 12
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 12
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 12
Buckingham Strategic Partners 12
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 12
Truvestments Capital Llc 12
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 12
Western Asset Investment Grade Defined Opportunity Trust Inc. 12
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 12
Community Bank System, Inc. 12
Nexus Asset Management LLC 12
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 12
Foundations Investment Advisors, LLC 12
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 12
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 12
BKD Wealth Advisors, LLC 12
True Link Financial Advisors, LLC 12
Reliance Trust Co Of Delaware 12
Exchange Capital Management, Inc. 11
Athanor Capital, Lp 11
Measured Wealth Private Client Group, LLC 11
Cowen And Company, Llc 11
Bollard Group LLC 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
Ceredex Value Advisors LLC 11
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 11
Missouri Trust & Investment Co 11
Howard Capital Management Inc. 11
Cognios Beta Neutral Large Cap Fund, Lp 11
P Schoenfeld Asset Management Lp 11
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 11
Selective Wealth Management, Inc. 11
Register Financial Advisors LLC 11
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 11
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 11
Semmax Financial Advisors Inc. 11
Magnus Financial Group LLC 11
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 11
Enlightenment Research, LLC 11
Summit Financial, LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 11
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 11
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 11
Samalin Investment Counsel, LLC 11
Oliver Lagore Vanvalin Investment Group 11
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11
PENN SERIES FUNDS INC - Small Cap Index Fund 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 11
PIMCO FUNDS - PIMCO Low Duration Portfolio 11
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 11
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 11
Formidable Asset Management, LLC 11
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 11
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 11
PIMCO Flexible Municipal Income Fund 11
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 11
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 11
Barrett Asset Management, LLC 11
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund 11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 11
Sage Mountain Advisors LLC 11
GFS Advisors, LLC 11
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 11
Pacific Capital Wealth Advisors, Inc 11
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 11
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 11
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 11
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 11
Intact Investment Management Inc. 11
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 11
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 11
Endex Capital Management Llc 11
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 11
Jeppson Wealth Management, Llc 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 11
GATEX - Gateway Trust - Gateway Fund Class A Shares 11
Jackson Creek Investment Advisors LLC 11
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 11
Estabrook Capital Management 11
Bangor Savings Bank 11
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 11
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 11
Monarch Partners Asset Management LLC 11
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 11
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 11
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 11
First National Bank Sioux Falls 11
Douglass Winthrop Advisors, LLC 11
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 11
Atlas Private Wealth Advisors 11
Fulcrum Asset Management LLP 11
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
Scarborough Advisors, LLC 11
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 11
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 11
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 11
NewEdge Wealth, LLC 11
T. Rowe Price Investment Management, Inc. 11
Advent Capital Management /de/ 11
Nikko Asset Management Americas, Inc. 11
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 11
Pallas Capital Advisors LLC 11
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 11
Quest 10 Wealth Builders, Inc. 11
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 11
Yorktown Management & Research Co Inc 11
Cranbrook Wealth Management, LLC 11
Rockland Trust Co 11
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 11
Capital World Investors 11
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 11
Millstone Evans Group, LLC 11
Visionary Asset Management, Inc. 11
Eagle Global Advisors Llc 11
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 11
Nfj Investment Group, Llc 11
NorthCoast Asset Management LLC 11
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11
Bank Of Hawaii 11
McKinley Carter Wealth Services, Inc. 11
Zwj Investment Counsel Inc 11
My Personal CFO, LLC 11
AlphaMark Advisors, LLC 11
Stonebridge Financial Group, LLC 11
Windsor Capital Management, LLC 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
DT Investment Partners, LLC 11
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 11
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 11
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 11
CenturyLink Investment Management Co 11
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 11
1st Global Advisors, Inc. 11
Heck Capital Advisors, LLC 11
High Net Worth Advisory Group LLC 11
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 11
Foundry Partners, LLC 11
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 11
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 11
Wade G W & Inc 11
CrestPoint Capital Management, LLC 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 11
Aaron Wealth Advisors LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 11
RFG Advisory, LLC 11
Price Capital Management, Inc. 11
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 11
American National Registered Investment Advisor, Inc. 11
Ironwood Financial, llc 11
American National Insurance Co /tx/ 11
Bowling Portfolio Management LLC 11
Montag A & Associates Inc 11
Burney Co/ 11
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 11
Boyd Watterson Asset Management Llc/oh 11
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 11
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 11
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 11
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 11
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 11
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 11
LVW Advisors, LLC 11
DVY - iSHARES TRUST - iShares Select Dividend ETF 11
Highland Capital Management, Llc 11
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 11
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 11
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 11
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 11
Ecofin Advisors Ltd 11
Capital International Investors 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 11
Heritage Wealth Management, Llc 11
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 11
Sheaff Brock Investment Advisors, LLC 11
Pitcairn Co 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11
Pluribus Labs, LLC 11
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 11
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 11
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 11
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 11
Griffin Asset Management, Inc. 11
Donaldson Capital Management, Llc 11
Mowery & Schoenfeld Wealth Management, LLC 11
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 11
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 11
Fort, L.p. 11
Diversify Advisory Services, LLC 11
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 11
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
Lombard Odier Asset Management (Europe) Ltd 11
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 11
Associated Banc-corp 11
Woodmont Investment Counsel Llc 11
Citizens Business Bank 11
Schnieders Capital Management Llc 11
Premier Fund Managers Ltd 11
Caldwell Securities, Inc 11
Founders Bank & Trust 11
Cai Capital Management, Inc. 11
SevenBridge Financial Group, LLC 11
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 11
Signator Financial Services, Inc. 11
Tyler-Stone Wealth Management 11
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 11
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 11
Stux Capital Management, LLC 11
Taconic Capital Advisors LP 11
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 11
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A 11
Caitlin John, LLC 11
Degroof Petercam Asset Management 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
Financial Network Wealth Advisors LLC 11
Adviser Investments LLC 11
Total Investment Management Inc 11
Banco Santander, S.A. 11
Moloney Securities Asset Management, LLC 11
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 11
Doyle Wealth Management 11
Clear Perspective Advisors, LLC 11
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 11
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 11
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 11
MPS Loria Financial Planners, LLC 11
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 11
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 11
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Claymore Exchange-traded Fund Trust 2 11
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 11
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 11
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 11
Unique Wealth Strategies, LLC 11
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 11
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 11
Usaa Etf Trust 11
Blackrock Ltd Duration Income Trust 11
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 11
Allianzgi Convertible & Income Fund Ii 11
Allianzgi Convertible & Income Fund 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
Nova Wealth Management, Inc. 11
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 11
Putnam Premier Income Trust 11
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 11
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 11
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 11
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 11
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 11
Trust Point Inc. 11
Kavilco Inc/wa/ 11
Gabelli Convertible & Income Securities Fund Inc 11
Oppenheimer Integrity Funds 11
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 11
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 11
Valued Wealth Advisors LLC 11
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 11
Wealth Preservation Advisors, LLC 11
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 11
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 11
Ilmarinen Mutual Pension Insurance Co 11
TIMOTHY PLAN - Timothy Strategic Variable 11
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 11
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 11
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 11
Personal Cfo Solutions, Llc 11
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 11
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 11
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 11
Retirement Group, LLC 11
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 11
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 11
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 11
Syon Capital Llc 11
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 11
Tiaa Trust, National Association 11
Rs Variable Products Trust 11
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 11
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 11
Jump Trading, LLC 11
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 11
SYSTM Wealth Solutions LLC 11
Guggenheim Equal Weight Enhanced Equity Income Fund 11
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 11
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 11
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 11
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 11
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 11
ZAP - Global X Funds - Global X U.S. Electrification ETF 11
Next Financial Holdings 11
Advent Claymore Convertible Securities & Income Fund 11
Wedmont Private Capital 11
iA Global Asset Management Inc. 11
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
Mfs Intermediate Income Trust 11
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 11
Nemes Rush Group LLC 11
Cushing Etf Trust 11
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 11
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 11
Allegheny Financial Group LTD 11
Balasa Dinverno & Foltz Llc 11
Great Valley Advisor Group, Inc. 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 11
Kore Private Wealth LLC 11
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 11
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 11
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 11
Garrett Wealth Advisory Group, LLC 11
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 11
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 11
Putnam Master Intermediate Income Trust 11
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 11
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 11
Clarfeld Financial Advisors, Llc 11
Kula Investments, LLC 11
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 11
La Banque Postale Asset Management SA 11
Carmichael Hill & Associates, Inc. 11
Frank, Rimerman Advisors LLC 11
Independence Bank of Kentucky 11
Signition Lp 11
Keystone Financial Group 11
Aspire Private Capital, LLC 11
Midwest Professional Planners, LTD. 11
Profunds - Profund Vp Ultrasmall-cap 11
Flow Traders U.s. Llc 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 11
Profunds - Profund Vp Small-cap 11
Fifth Third Wealth Advisors LLC 11
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 10
New Hampshire Trust 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 10
DLD Asset Management, LP 10
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 10
Fs Credit Income Fund 10
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 10
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 10
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 10
Verity Asset Management, Inc. 10
Kovack Advisors, Inc. 10
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 10
Financial Sense Advisors, Inc. 10
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 10
Qualcomm Inc/de 10
Sugar Maple Asset Management, LLC 10
Freestone Grove Partners LP 10
EWG Elevate Inc. 10
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 10
Cim Investment Mangement Inc 10
RVRB - ADVISORS SERIES TRUST - Reverb ETF 10
Paulson Wealth Management Inc. 10
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 10
McAdam, LLC 10
Spring Creek Capital Llc 10
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 10
IFG Advisory, LLC 10
Brighton Jones Llc 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 10
Northwest Wealth Management, Llc 10
Safeguard Investment Advisory Group, LLC 10
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 10
Welch & Forbes Llc 10
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 10
Foster Dykema Cabot & Co Inc/ma 10
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 10
Gerber Kawasaki Wealth & Investment Management 10
Syntal Capital Partners, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 10
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 10
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 10
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
Horan Securities, Inc. 10
Principal Street Partners, LLC 10
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 10
Axxcess Wealth Management, Llc 10
Norway Savings Bank 10
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10
Corbenic Partners LLC 10
Brown, Lisle/cummings, Inc. 10
Clear Harbor Asset Management, LLC 10
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 10
DecisionPoint Financial, LLC 10
Coastline Trust Co 10
Kalos Management, Inc. 10
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 10
Rothschild Investment Corp /il 10
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 10
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 10
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 10
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 10
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 10
AMF Pensionsforsakring AB 10
Affiance Financial, LLC 10
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 10
Osterweis Capital Management Inc 10
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 10
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
Capital Investment Advisors, LLC 10
Alta Advisers Ltd 10
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 10
VCSLX - VALIC Co I - Small Cap Index Fund 10
Kelly Financial Services LLC 10
High Point Bank & Trust Co 10
Bancroft Fund Ltd 10
AlphaCore Capital LLC 10
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 10
Evermay Wealth Management Llc 10
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 10
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 10
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 10
Putnam Global Utilities Fund 10
Fund Management at Engine No. 1 LLC 10
VSDIX - Managed Portfolio Series - Securian AM Real Asset Income Fund Institutional Class Shares 10
Meitav Dash Investments Ltd 10
Essex Financial Services, Inc. 10
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 10
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 10
Vestmark Advisory Solutions, Inc. 10
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES 10
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 10
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 10
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 10
Resolute Advisors LLC 10
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 10
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
Legacy Advisors, LLC 10
Corient Capital Partners, LLC 10
LBA Wealth Management, LLC 10
Telemetry Investments, L.L.C. 10
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 10
Jamison Eaton & Wood Inc /nj 10
HWG Holdings LP 10
McGlone Suttner Wealth Management, Inc. 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 10
Guidant Wealth Advisors 10
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 10
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 10
Ibex Wealth Advisors 10
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 10
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
Jackson Real Assets Fund 10
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 10
Perpetual Ltd 10
Lee Danner & Bass Inc 10
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 10
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 10
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 10
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 10
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 10
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 10
Ionic Capital Management LLC 10
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 10
America First Investment Advisors, LLC 10
AlphaOne Investment Services, LLC 10
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 10
Wealthbridge Capital Management, Llc 10
Brick & Kyle, Associates 10
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 10
Koch Industries Inc 10
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 10
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 10
Sante Capital Fund, LP 10
Garda Capital Partners Lp 10
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 10
Bellwether Investment Group, LLC 10
Rnc Capital Management Llc 10
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 10
Arvest Bank Trust Division 10
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 10
Fortis Group Advisors, LLC 10
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 10
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10
Byrne Asset Management LLC 10
Spot Trading L.l.c. 10
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 10
Waratah Capital Advisors Ltd. 10
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 10
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 10
Eaton Vance Tax Advantaged Global Dividend Income Fund 10
Van Hulzen Asset Management, LLC 10
MARSHALL WACE ASIA Ltd 10
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 10
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 10
Mutual Advisors, LLC 10
YHB Investment Advisors, Inc. 10
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 10
Baker Ellis Asset Management LLC 10
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 10
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 10
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 10
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 10
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 10
John G Ullman & Associates Inc 10
Putnam ETF Trust - Putnam ESG Core Bond ETF - 10
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 10
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 10
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 10
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 10
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 10
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 10
Third Point LLC 10
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 10
Bremer Bank National Association 10
Jump Trading, Llc 10
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 10
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 10
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 10
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 10
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 10
CoreFirst Bank & Trust 10
VSR Financial Services, Inc. 10
Resolution Capital Ltd 10
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 10
GGBFX - GuideStone Funds - Global Bond Fund Investor 10
EPG Wealth Management LLC 10
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 10
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 10
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 10
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 10
Global Wealth Management Investment Advisory, Inc. 10
Eisler Capital (UK) Ltd. 10
Delos Wealth Advisors, LLC 10
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 10
Marcum Wealth, LLC 10
NJ State Employees Deferred Compensation Plan 10
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 10
Horizon Bancorp Inc /in/ 10
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 10
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 10
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 10
Vaughan Nelson Investment Management, L.p. 10
Eclectica Asset Management LLP 10
RMB Capital Management, LLC 10
First Trust Intermediate Duration Preferred & Income Fund 10
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 10
TCW ETF Trust - TCW Corporate Bond ETF 10
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 10
BlackRock Credit Strategies Fund 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 10
Oarsman Capital, Inc. 10
Hoover Financial Advisors, Inc. 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 10
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 10
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 10
Integrated Advisors Network LLC 10
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 10
Northwest Financial Advisors 10
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 10
Banco BTG Pactual S.A. 10
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 10
Monashee Investment Management LLC 10
Beaird Harris Wealth Management, LLC 10
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
Ellsworth Growth & Income Fund Ltd 10
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 10
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 10
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 10
Bradley Foster & Sargent Inc/ct 10
IAG Wealth Partners, LLC 10
Highland Capital Management Lp 10
Comprehensive Financial Consultants Institutional, Inc. 10
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 10
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 10
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 10
Kapitalo Investimentos Ltda 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 10
Centre Asset Management, LLC 10
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 10
Fulton Bank, N.a. 10
Chartwell Investment Partners, Llc 10
ICLN - iSHARES TRUST - iShares Global Clean Energy ETF 10
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 10
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 10
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 10
Solstein Capital, LLC 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
Vanguard Windsor Funds 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 10
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 10
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
Jackson Wealth Management, LLC 10
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 10
Gladstone Institutional Advisory LLC 10
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 10
Aptus Capital Advisors, LLC 10
Next Capital Management LLC 10
Almanack Investment Partners, LLC. 10
Diametric Capital, LP 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
Brasada Capital Management, Lp 10
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 10
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 10
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 10
Lake Street Advisors Group, Llc 10
CHICAGO TRUST Co NA 10
Desjardins Global Asset Management Inc. 10
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 10
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 10
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 10
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 10
Ausbil Investment Management Ltd 10
Laurel Wealth Advisors LLC 10
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 10
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 10
RIA Advisory Group LLC 10
Rocky Mountain Advisers, Llc 10
Ritholtz Wealth Management 10
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 10
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 10
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 10
Morningstar Investment Services LLC 10
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 10
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 10
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 10
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 10
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 10
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 10
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
Telemus Capital, Llc 10
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
Taylor Hoffman Wealth Management 10
Human Investing LLC 10
Brand Asset Management Group, Inc. 10
Avalon Trust Co 10
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 10
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 10
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 10
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 10
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 10
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 10
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 10
Cypress Capital Group 10
Bridgeworth, LLC 10
R&F Capital Advisors LP 10
Ameriflex Group, Inc. 10
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 10
Kowal Investment Group, LLC 10
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 10
Neuburgh Advisers LLC 10
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 10
BlackRock ESG Capital Allocation Trust 10
Ramirez Asset Management, Inc. 10
TRANSAMERICA FUNDS - Transamerica Total Return I2 10
Thomas White International Ltd 10
Greenline Partners, LLC 10
Farallon Capital Management Llc 10
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 10
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 10
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 10
Kimelman & Baird, LLC 10
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 10
Pacitti Group Inc. 10
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 10
New York Life Trust Co 10
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 10
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 10
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 10
IMS Capital Management 10
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 10
GABELLI & Co INVESTMENT ADVISERS, INC. 10
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 10
SRTTX - SMA RELATIONSHIP TRUST - Series T 10
Global Trust Asset Management, LLC 10
Claybrook Capital, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
Nuveen S&p 500 Buywrite Income Fund 10
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 10
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 10
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 10
Financial Perspectives, Inc 10
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 10
SECOR Capital Advisors, LP 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
Blackrock Enhanced Equity Dividend Trust 10
American Research & Management Co. 10
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10
Modern Wealth Management, LLC 10
Integrated Investment Consultants, LLC 10
D'Orazio & Associates, Inc. 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 10
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 10
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 10
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 10
Allianzgi Diversified Income & Convertible Fund 10
Pittenger & Anderson Inc 9
Congress Wealth Management LLC / DE / 9
Ostrum Asset Management U.s., Llc 9
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 9
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 9
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 9
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 9
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 9
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 9
FUKOKU MUTUAL LIFE INSURANCE Co 9
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 9
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 9
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 9
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 9
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 9
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 9
BKM Wealth Management, LLC 9
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 9
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 9
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 9
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 9
Delaware Vip Trust - Delaware Vip Value Series Standard Class 9
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 9
Fsb Premier Wealth Management, Inc. 9
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 9
Norden Group Llc 9
Green Square Capital Advisors Llc 9
Allianzgi Equity & Convertible Income Fund 9
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 9
Edge Asset Management, Inc 9
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 9
McElhenny Sheffield Capital Management, LLC 9
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 9
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 9
Capital Advisors Inc/ok 9
Blackrock Debt Strategies Fund, Inc. 9
Altfest L J & Co Inc 9
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 9
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 9
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 9
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 9
Bessemer Securities Llc 9
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 9
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 9
Ethos Financial Group, LLC 9
Quad-Cities Investment Group, LLC 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 9
Landaas & Co /wi /adv 9
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 9
Fiduciary Alliance LLC 9
Ninepoint Partners LP 9
Frazier Financial Advisors, LLC 9
Brave Asset Management Inc 9
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 9
Ahrens Investment Partners LLC 9
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 9
ClearAlpha Technologies LP 9
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 9
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 9
Global Financial Private Capital, LLC 9
Knights of Columbus Asset Advisors LLC 9
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 9
SpiderRock Advisors, LLC 9
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 9
Ridgewood Investments LLC 9
Pacific Center for Financial Services 9
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 9
Point72 Europe (London) LLP 9
Periscope Capital Inc. 9
Meridian Wealth Management, LLC 9
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 9
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 9
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 9
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 9
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 9
Atticus Wealth Management, Llc 9
Main Street Group, LTD 9
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 9
Foster Dykema Cabot & Partners, Llc 9
StoneX Group Inc. 9
Santori & Peters, Inc. 9
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF 9
Red Door Wealth Management, LLC 9
Halpern Financial, Inc. 9
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 9
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 9
Braun-Bostich & Associates Inc. 9
CGC Financial Services, LLC 9
Well Done, LLC 9
Wilmington Trust Investment Management, LLC 9
Harbour Capital Advisors, LLC 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
Nuveen Fund Advisors, LLC 9
Maple-Brown Abbott Ltd 9
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 9
Jackson, Grant Investment Advisers, Inc. 9
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 9
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 9
Munder Capital Management 9
VMAX - Lattice Strategies Trust - Hartford US Value ETF 9
Cohen & Steers Capital Management Inc 9
Horizon Funds - Centre Global Infrastructure Fund Investor Class 9
Sit Investment Associates Inc 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 9
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 9
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
Ransom Advisory, Ltd 9
Sound View Wealth Advisors Group, LLC 9
Concurrent Investment Advisors, LLC 9
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 9
Triad Wealth Partners, LLC 9
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 9
Fairway Wealth LLC 9
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 9
Merewether Investment Management, LP 9
Whitnell & Co. 9
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 9
Eii Capital Management, Inc. 9
Central Pacific Bank - Trust Division 9
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 9
Arden Trust Co 9
Dana Investment Advisors, Inc. 9
SVA Wealth Management, LLC 9
Spark Investment Management LLC 9
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 9
Crawford Investment Counsel Inc 9
F3Logic, LLC 9
Turner Investments, L.p. 9
Davidson Kempner Capital Management Lp 9
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 9
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
TruNorth Capital Management, LLC 9
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 9
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 9
Schooner Investment Group, LLC. 9
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 9
Lockheed Martin Investment Management Co 9
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 9
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 9
Integrity Alliance, Llc. 9
Cookson Peirce & Co Inc 9
Waddell & Reed Financial Inc 9
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 9
Intrust Bank Na 9
Hotchkis & Wiley Capital Management Llc 9
WealthStone, Inc. 9
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 9
Haberer Registered Investment Advisor Inc 9
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 9
Concert Wealth Management Inc. 9
Spectrum Management Group, LLC 9
Crestwood Advisors Group LLC 9
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 9
Strategy Asset Managers Llc 9
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 9
Berkley W R Corp 9
RWC Asset Management LLP 9
Beese Fulmer Investment Management, Inc. 9
Advanced Series Trust - Ast Small-cap Growth Portfolio 9
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 9
Weaver C. Barksdale & Associates, Inc. 9
Smith, Moore & Co. 9
Angelo Gordon & Co., L.p. 9
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 9
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 9
Peoples Financial Services Corp. 9
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 9
Signature Wealth Management Group 9
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 9
Busey Wealth Management 9
Welch Group, LLC 9
River Wealth Advisors LLC 9
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 9
Ferguson Wellman Capital Management, Inc 9
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 9
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 9
MBE Wealth Management, LLC 9
Argent Trust Co 9
Artisan Partners Limited Partnership 9
Winfield Associates, Inc. 9
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 9
Alpha Cubed Investments, LLC 9
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 9
Legacy Wealth Managment, LLC/ID 9
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 9
Basso Capital Management, L.p. 9
Braun Stacey Associates Inc 9
Strategic Wealth Advisors Group, LLC 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 9
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 9
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 9
CT Financial Advisors LLC 9
Kingswood Wealth Advisors, Llc 9
Cherry Tree Wealth Management, LLC 9
Stock Yards Bank & Trust Co 9
Mainstay Capital Management Llc /adv 9
Hilton Capital Management, LLC 9
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 9
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 9
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 9
EA Series Trust 9
Daiwa SB Investments Ltd. 9
Indiana Trust & Investment Management CO 9
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 9
Dakota Wealth Management 9
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 9
Readystate Asset Management Lp 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
Northern Oak Wealth Management Inc 9
Barnett & Company, Inc. 9
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 9
111 Capital 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
Aristeia Capital Llc 9
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 9
Paragon Capital Management Ltd 9
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 9
Cordasco Financial Network 9
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 9
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 9
Isthmus Partners, Llc 9
Intersect Capital LLC 9
WESPAC Advisors, LLC 9
Marino, Stram & Associates Llc 9
Geneva Advisors, LLC 9
Annex Advisory Services, LLC 9
Nippon Life Insurance Co 9
Aevitas Wealth Management, Inc. 9
Us Financial Advisors, Llc 9
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 9
Rockefeller Financial Services Inc 9
Carnegie Capital Asset Management, LLC 9
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 9
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 9
TIG Advisors, LLC 9
Clark Capital Management Group, Inc. 9
Cushing Asset Management, Lp 9
TradeLink Global Equity LLC 9
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 9
Linden Advisors Lp 9
Gwn Securities Inc. 9
Ardsley Advisory Partners Lp 9
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 9
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 9
Marshall & Sterling Wealth Advisors Inc. 9
Providence Capital Advisors, LLC 9
Wells Fargo Multi-sector Income Fund 9
Segment Wealth Management, LLC 9
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 9
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 9
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 9
Lynch & Associates/in 9
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 9
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
Wagner Wealth Management, Llc 9
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 9
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 9
Camelot Portfolios, LLC 9
Sagespring Wealth Partners, Llc 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 9
Monroe Bank & Trust/mi 9
Endurance Wealth Management, Inc. 9
Athena Capital Advisors Llc 9
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 9
Osborn Rohs Williams & Donohoe Ltd 9
First Heartland Consultants, Inc. 9
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 9
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 9
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 9
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 9
AXS Investments LLC 9
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
Delpha Capital Management, Llc 9
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 9
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 9
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 9
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 9
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 9
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 9
Advisor OS, LLC 9
Peterson Financial Group, Inc. 9
Hazlett, Burt & Watson, Inc. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 9
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 9
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 9
Stoneridge Investment Partners Llc 9
1st Source Bank 9
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF 9
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 9
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 9
Buffington Mohr McNeal 9
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 9
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 9
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 9
Sittner & Nelson, Llc 9
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 9
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 9
Tennessee Valley Asset Management Partners 9
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 9
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 9
Pacifica Partners Inc. 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 9
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 9
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 9
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 9
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9
Graypoint LLC 9
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 9
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 9
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 9
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 9
Curi Wealth Management, LLC 9
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 9
KARIX - Series Portfolios Trust - Kayne Anderson Renewable Infrastructure Fund Class I 9
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 9
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 9
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 9
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 9
Credential Qtrade Securities Inc. 9
Scotia Capital Inc. 9
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 9
CFS Investment Advisory Services, LLC 9
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 9
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 9
Alpha DNA Investment Management LLC 9
Demars Financial Group, LLC 9
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 9
Johnson Midwest Financial, LLC 9
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 9
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 9
Anfield Capital Management, LLC 9
SkyView Investment Advisors, LLC 9
Lake Point Wealth Management 9
West Bancorporation Inc 9
Whitehelm Capital Pty Ltd 9
Strategic Investment Solutions, Inc. /IL 9
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 9
Prosperity Consulting Group, LLC 9
Ti-trust, Inc 9
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 9
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 9
Great Diamond Partners, LLC 9
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 9
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 9
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 9
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 9
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 9
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 9
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 9
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 9
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 9
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 9
PENN SERIES FUNDS INC - Developed International Index Fund 9
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 9
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 9
Midwest Trust Co 9
Leelyn Smith, LLC 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 9
Virtus Total Return Fund 9
IGF - iSHARES TRUST - iShares Global Infrastructure ETF 9
Reinhart Partners, Inc. 9
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 9
Capital Directions Investment Advisors, LLC 9
Acorn Wealth Advisors, LLC 9
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 9
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 9
Cornerstone Advisors Inc 9
Stratos Wealth Advisors, LLC 9
Paradigm Financial Partners, Llc 9
Morningstar Investment Management LLC 9
Western Wealth Management, LLC 9
MainStreet Investment Advisors LLC 9
Coppell Advisory Solutions Corp. 9
Portman Square Capital LLP 9
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 9
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 9
Industrial Alliance Investment Management Inc. 9
Retirement Planning Co of New England, Inc. 9
Graves-Light Private Wealth Management, Inc. 9
Dfpg Investments, Llc 9
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 9
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 9
Kavar Capital Partners, LLC 9
Harbor Capital Advisors, Inc. 9
Equitable Holdings, Inc. 9
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 9
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 8
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 8
Garde Capital, Inc. 8
Beach Investment Counsel Inc/pa 8
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 8
Context Capital Management, LLC 8
First Community Trust Na 8
Cedar Mountain Advisors, LLC 8
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 8
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 8
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 8
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 8
Mystic Asset Management, Inc. 8
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 8
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 8
FMSIX - FRONTIER FUNDS, INC. - Frontier MFG Select Infrastructure Fund Institutional Class Shares 8
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 8
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 8
Cidel Asset Management Inc 8
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 8
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 8
Wood Tarver Financial Group, LLC 8
PENN SERIES FUNDS INC - Quality Bond Fund 8
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 8
Mizuho Markets Americas Llc 8
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 8
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 8
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
Mpwm Advisory Solutions, Llc 8
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 8
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 8
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 8
Carolina Wealth Advisors, LLC 8
Engine No. 1 Llc 8
West Financial Advisors, LLC 8
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 8
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 8
Houlihan Financial Resource Group, Ltd. 8
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 8
Atlas Private Wealth Management 8
Legacy Financial Group LLC 8
Cornerstone Advisors, LLC 8
Centennial Wealth Advisory LLC 8
Lion Street Advisors, LLC 8
Investment Research & Advisory Group, Inc. 8
N.E.W. Advisory Services LLC 8
Xtx Markets Llc 8
PFG Private Wealth Management, LLC 8
ACVF - ETF Opportunities Trust - American Conservative Values ETF 8
Stephenson National Bank & Trust 8
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 8
HighMark Wealth Management LLC 8
Truepoint, Inc. 8
Calamos Long/Short Equity & Dynamic Income Trust 8
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 8
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 8
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 8
Haverford Trust Co 8
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 8
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 8
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 8
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 8
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 8
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 8
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 8
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 8
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 8
LGPIX - Profunds - Large-cap Growth Profund Investor Class 8
Genworth Financial Inc 8
Cary Street Partners Financial Llc 8
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 8
Connectus Wealth, LLC 8
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund 8
Paradigm, Strategies in Wealth Management, LLC 8
Rockbridge Investment Management, LCC 8
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 8
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 8
VCULX - VALIC Co I - Growth Fund 8
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 8
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 8
Naples Global Advisors, Llc 8
Thompson Investment Management, Inc. 8
AT Bancorp 8
Richards, Merrill & Peterson, Inc. 8
Wellington Shields & Co., LLC 8
Thomasville National Bank 8
Osborne Partners Capital Management, Llc 8
L & S Advisors Inc 8
W.G. Shaheen & Associates DBA Whitney & Co 8
Kiker Wealth Management, LLC 8
VSM Wealth Advisory, LLC 8
Vicus Capital 8
Flagship Wealth Advisors, Llc 8
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 8
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 8
Sourcerock Group LLC 8
Brookfield Public Securities Group LLC 8
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 8
CSM Advisors, LLC 8
Vision Financial Markets Llc 8
BankPlus Trust Department 8
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 8
Waldron Private Wealth LLC 8
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 8
Clear Investment Research, Llc 8
Baltimore-Washington Financial Advisors, Inc. 8
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 8
Hanseatic Management Services Inc 8
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 8
Lmcg Investments, Llc 8
Triangle Securities Wealth Management 8
Litman Gregory Asset Management LLC 8
Elm Advisors, Llc 8
Crews Bank & Trust 8
Old Point Trust & Financial Services N A 8
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 8
Dynamic Advisor Solutions LLC 8
Dalton Greiner Hartman Maher & Co 8
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 8
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 8
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 8
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 8
Pegasus Partners Ltd. 8
West Oak Capital, LLC 8
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 8
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 8
Heartland Bank & Trust Co 8
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 8
Sumitomo Life Insurance Co 8
Gyroscope Capital Management Group, Llc 8
Nwam Llc 8
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 8
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 8
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 8
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 8
CTC Alternative Strategies, Ltd. 8
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 8
Foster & Motley Inc 8
Legacy Investment Solutions, LLC 8
Headinvest, Llc 8
Artemis Investment Management LLP 8
PointState Capital LP 8
King Luther Capital Management Corp 8
Alpine Bank Wealth Management 8
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 8
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 8
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 8
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 8
Mission Wealth Management, Lp 8
Huber Capital Management LLC 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
Somerset Trust Co 8
Hills Bank & Trust Co 8
RSSL - Global X Funds - Global X Russell 2000 ETF 8
Centennial Bank/AR/ 8
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 8
Granite FO LLC 8
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 8
Apriem Advisors 8
Tuttle Tactical Management LLC 8
Bank of Kentucky, Inc. 8
Bedrijfstakpensioenfonds Voor De Media Pno 8
Hoxton Financial, Inc. 8
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 8
Gabelli Equity Series Funds Inc 8
Cornerstone Advisory, LLC 8
K2 Principal Fund, L.p. 8
Bank & Trust Co 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 8
Synergy Financial Management, LLC 8
Bank Of The West 8
Raab & Moskowitz Asset Management LLC 8
Wrapmanager Inc 8
West Family Investments, Inc. 8
Madden Advisory Services, Inc. 8
Dominick & Dominick LLC 8
Simmons Bank 8
Godshalk Welsh Capital Management, Inc. 8
Water Island Capital Llc 8
Williams Jones & Associates LLC 8
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 8
SRB Corp 8
International Private Wealth Advisors LLC 8
Mediolanum International Funds Ltd 8
Arosa Capital Management LP 8
Avidian Wealth Solutions, LLC 8
Quinn Opportunity Partners LLC 8
Hatteras Funds, LLC 8
Ruggie Capital Group 8
Rodgers Brothers Inc. 8
Fox Hill Wealth Management 8
Advocacy Wealth Management Services, LLC 8
First National Bank Of Omaha 8
CapWealth Advisors, LLC 8
Financial Synergies Wealth Advisors, Inc. 8
Richardson Financial Services Inc. 8
Transcendent Capital Group LLC 8
Saba Capital Management, L.P. 8
NinePointTwo Capital 8
Aurora Investment Counsel 8
Harwood Advisory Group, LLC 8
Charter Oak Capital Management, LLC 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
Wilmington Trust, National Association 8
FJ Investments, LLC 8
Etf Managers Group, Llc 8
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 8
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 8
Planning Capital Management Corp 8
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 8
Kohmann Bosshard Financial Services, LLC 8
Millburn Ridgefield Corp 8
Nuveen Core Plus Impact Fund 8
Globeflex Capital L P 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
Flinton Capital Management LLC 8
Azimuth Capital Management LLC 8
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 8
Morton Community Bank 8
Altus Wealth Group LLC 8
Capital World Growth & Income Fund 8
Wsfs Capital Management, Llc 8
Heritage Trust Co 8
Israel Discount Bank of New York 8
Bfsg, Llc 8
Regal Wealth Group, Inc. 8
Mesirow Financial Investment Management, Inc. 8
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 8
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 8
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 8
Park Square Financial Group, LLC 8
Ada Investment Management, LP 8
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 8
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 8
Blackrock Corporate High Yield Fund, Inc. 8
Forum Funds 8
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 8
Custom Index Systems, Llc 8
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 8
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 8
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 8
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 8
Blackrock Muniyield Michigan Quality Fund, Inc. 8
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 8
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
New England Asset Management Inc 8
Eaton Vance Tax-managed Buy-write Income Fund 8
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 8
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 8
Mairs & Power Inc 8
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 8
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 8
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 8
First Foundation Advisors 8
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 8
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 8
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 8
Cornerstone Total Return Fund Inc 8
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 8
Cornerstone Strategic Value Fund Inc 8
Peoples Bank/KS 8
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 8
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 8
BRUFX - Bruce Fund Inc - Bruce Fund 8
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 8
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 8
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 8
Tortoise Mlp Fund, Inc. 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 8
Virtus Total Return Fund Inc. 8
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 8
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 8
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 8
Fidelity Multi-Strategy Credit Fund 8
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 8
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 8
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 8
Roosevelt Investment Group Llc 8
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 8
Global Income Builder Portfolio - Global Income Builder Portfolio 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 8
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 8
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 8
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 8
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 8
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 8
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 8
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 8
Quaero Capital S.A. 8
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 8
American Independence Funds Trust 8
Genesee Valley Trust Co 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
OHIO NATIONAL FUND INC - ON Bond Portfolio 8
Reuter James Wealth Management, Llc 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 8
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 8
Empower Advisory Group, LLC 8
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 8
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 8
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 8
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 8
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 8
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 8
Wayfinding Financial, LLC 8
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 8
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
Monument Capital Management 8
Clarus Wealth Advisors 8
Barrett & Company, Inc. 8
Ford Financial Group, LLC 8
Lenox Wealth Management, Inc. 8
Genesis Wealth Advisors, LLC 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
Profunds - Profund Vp Large-cap Growth 8
Blackhawk Capital Partners LLC. 8
Weil Company, Inc. 8
Carmel Capital Partners, LLC 8
Eaton Financial Holdings Company, LLC 8
ShoreHaven Wealth Partners, LLC 8
Pin Oak Investment Advisors Inc 8
STXG - EA Series Trust - Strive 1000 Growth ETF 8
OmniStar Financial Group, Inc. 8
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 8
Burleson & Company, LLC 8
Hc Financial Advisors Inc 8
Elmwood Wealth Management, Inc. 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A 8
Canton Hathaway, LLC 8
Impax Asset Management Group plc 8
Bell Rock Capital Llc 8
Redhawk Wealth Advisors, Inc. 8
PPM Funds - PPM Floating Rate Income Fund (Inst) 8
Apollo Management Holdings, L.P. 8
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 8
Ruedi Wealth Management, Inc. 8
FirstMerit Bank N A Trustee 8
Farmers & Merchants Trust Co of Long Beach 8
SageView Advisory Group, LLC 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
Chelsea Counsel Co 8
Brandywine Oak Private Wealth Llc 8
Biltmore Capital Advisors LLC 8
Surevest, LLC 8
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 8
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 8
Allstate Investment Management Co 8
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 8
RDA Financial Network 8
Patriot Investment Management Inc. 8
TAP Consulting, LLC 8
Nicolet Advisory Services, Llc 8
Salt Funds Trust 8
First National Corp /ma/ /adv 8
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 8
William Blair Investment Management, Llc 8
Cowen Prime Services LLC 8
Palisade Capital Management Llc/nj 8
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 8
Principle Wealth Partners Llc 8
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 8
B.O.S.S. Retirement Advisors, LLC 8
New England Capital Financial Advisors LLC 8
Olistico Wealth, LLC 8
TCF National Bank 8
Cedar Wealth Management, LLC 8
VitalStone Financial, LLC 8
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 8
BFOR - ALPS ETF Trust - Barron's 400 ETF 8
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 8
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class 8
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 8
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 8
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 8
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 8
CenterBook Partners LP 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 8
Philadelphia Trust Co 8
Creative Capital Management Investments LLC 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 8
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 8
Cantor Fitzgerald Sustainable Infrastructure Fund 8
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 8
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 8
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 8
Schechter Investment Advisors, LLC 8
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 8
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 8
Edgemoor Investment Advisors, Inc. 8
Lowe Wealth Advisors, LLC 8
Phoenix Wealth Advisors 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 8
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 8
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 8
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 8
Segantii Capital Management Ltd 8
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 8
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 8
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 8
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 8
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 8
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 8
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 8
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 8
BOK Financial Private Wealth, Inc. 8
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 8
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 8
AMG National Trust Bank 8
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 8
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 8
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 8
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF 8
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 8
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 8
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 8
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 8
Symons Capital Management Inc 8
Cowa, Llc 8
Fortitude Advisory Group L.L.C. 8
San Luis Wealth Advisors LLC 8
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 8
Baader Bank INC 8
Obermeyer Wood Investment Counsel, Lllp 8
Holistic Financial Partners 7
Knuff & Co LLC 7
Manchester Financial Inc 7
Cypress Wealth Services, LLC 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
Main Street Research LLC 7
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 7
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 7
Forward Management, LLC 7
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 7
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 7
Oppenheimer Global Strategic Income Fund 7
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 7
Ridgeworth Funds 7
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 7
Occidental Asset Management, LLC 7
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 7
Calamos Global Dynamic Income Fund 7
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 7
Grey Fox Wealth Advisors, LLC 7
Cannon Global Investment Management, LLC 7
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 7
South Texas Money Management Ltd 7
Clough Global Dividend & Income Fund 7
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 7
Blackrock Multi-sector Income Trust 7
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 7
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 7
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 7
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 7
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 7
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 7
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 7
John Hancock Tax-advantaged Global Shareholder Yield Fund 7
Union Savings Bank 7
Canandaigua National Bank & Trust Co 7
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 7
John Hancock Investors Trust 7
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 7
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 7
Cohen & Steers Mlp Income & Energy Opportunity Fund 7
Flaherty & Crumrine Preferred Securities Income Fund Inc 7
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 7
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 7
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 7
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 7
Moran Wealth Management, LLC 7
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 7
Flaherty & Crumrine Preferred Income Fund Inc 7
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 7
Enterprise Trust & Investment Co 7
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 7
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 7
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 7
Stonegate Investment Group, LLC 7
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 7
OneAscent Financial Services LLC 7
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 7
Jet Capital Investors L P 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
Deutsche Value Series, Inc 7
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 7
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 7
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 7
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 7
Kayne Anderson Midstream/energy Fund, Inc. 7
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 7
Tortoise Energy Independence Fund, Inc. 7
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 7
STFGX - Advisers Investment Trust - State Farm Growth Fund 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 7
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 7
Capital International Sarl 7
Badgley Phelps Wealth Managers, LLC 7
Buck Wealth Strategies, LLC 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 7
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 7
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 7
United Community Bank 7
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 7
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 7
Pax World Management Llc 7
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 7
Williams Jones Wealth Management, LLC. 7
Studio Investment Management Llc 7
Franklin Templeton ETF Trust - Western Asset Bond ETF 7
Reby Advisors, LLC 7
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 7
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 7
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 7
Lebenthal Global Advisors, LLC 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
Gdl Fund 7
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 7
Jamison Private Wealth Management, Inc. 7
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 7
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 7
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 7
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 7
Mascagni Wealth Management, Inc. 7
Gabelli Equity Trust Inc 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 7
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 7
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 7
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 7
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 7
QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
Baker Tilly Financial, Llc 7
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 7
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 7
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 7
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 7
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 7
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 7
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 7
PFG Advisors 7
Guardian Capital Lp 7
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 7
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 7
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 7
Tower Bridge Advisors 7
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
Keel Point, LLC 7
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 7
Ballew Advisors, Inc 7
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 7
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 7
Security National Bank 7
American Financial Network Advisory Services Llc 7
Bramshill Investments, LLC 7
Summit X, LLC 7
AlphaStar Capital Management, LLC 7
Intercontinental Wealth Advisors, LLC 7
Gilbert & Cook, Inc. 7
Stonehill Capital Management Llc 7
Walker Asset Management, LLC 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
General Partner, Inc. 7
Advisors Capital Management, LLC 7
GSB Wealth Management, LLC 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
Abich Financial Wealth Management LLC 7
Sustainable Insight Capital Management, LLC 7
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 7
Good Life Advisors, LLC 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
Northwest Quadrant Wealth Management, LLC 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Kettle Hill Capital Management, Llc 7
Stone House Investment Management, LLC 7
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 7
Safeguard Financial, LLC 7
Systematic Portfolios LLC 7
Aveo Capital Partners, LLC 7
Sanibel Captiva Trust Company, Inc. 7
Arvest Trust Co N A 7
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
Choate Investment Advisors 7
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 7
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 7
Financial Connections Group, Inc. 7
Groupama Asset Managment 7
Voisard Asset Management Group, Inc. 7
Wintrust Investments Llc 7
Chesley Taft & Associates LLC 7
Alerus Financial Na 7
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 7
Drive Wealth Management, Llc 7
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF 7
Jnl Series Trust - Jnl/mellon International Index Fund (a) 7
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 7
PNC Managed Account Solutions, Inc. 7
Miracle Mile Advisors, LLC 7
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 7
Physicians Financial Services, Inc. 7
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 7
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 7
Klingman & Associates, LLC 7
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 7
Advance Capital I Inc 7
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 7
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 7
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 7
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
BSBAX - Northern Funds - Northern Short Bond Fund 7
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 7
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 7
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
Cadence Bank Na 7
Focus Financial Network, Inc. 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
Kemnay Advisory Services Inc. 7
Kelly Lawrence W & Associates Inc/ca 7
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 7
Opera Trading Capital 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
M&G Plc 7
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
Wealthsource Partners, Llc 7
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 7
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 7
RE Dickinson Investment Advisors, LLC 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
Pring Turner Capital Group Inc 7
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
Bahl & Gaynor Inc 7
Arcadia Investment Management Corp/mi 7
Pathway Financial Advisers, LLC 7
J.Safra Asset Management Corp 7
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 7
Equitec Specialists, Llc 7
Armbruster Capital Management, Inc. 7
Lakeview Capital Partners, LLC 7
Delphia (USA) Inc. 7
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 7
National Penn Investors Trust Co /pa 7
Cyrus J. Lawrence, LLC 7
Frontier Wealth Management LLC 7
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 7
Hudson Valley Investment Advisors Inc /adv 7
Blume Capital Management, Inc. 7
A. D. Beadell Investment Counsel, Inc. 7
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 7
Yakira Capital Management, Inc. 7
Capital Wealth Planning, LLC 7
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 7
Peregrine Asset Advisers, Inc. 7
Sterne Agee Group, Inc. 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
Icc Capital Management Inc/ 7
Coston, McIsaac & Partners 7
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 7
Hgk Asset Management Inc 7
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 7
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 7
Cannon Financial Strategists, Inc. 7
Capital International Inc /ca/ 7
Net Worth Advisory Group 7
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 7
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
Western Pacific Wealth Management, LP 7
Rs Investment Trust 7
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 7
Park West Asset Management LLC 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Lucus Advisors Llc 7
Manatuck Hill Partners, LLC 7
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 7
Alerus Investment Advisors Corp 7
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 7
AllSquare Wealth Management LLC 7
Advanced Series Trust - Ast International Value Portfolio 7
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 7
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 7
United Asset Strategies, Inc. 7
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 7
Trust Investment Advisors 7
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
Callan Capital, LLC 7
Homrich & Berg 7
Hanlon Investment Management, Inc. 7
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 7
Kassirer Asset Management Corp 7
Palo Capital, Inc. 7
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 7
Beacon Financial Group 7
Kb Financial Partners, Llc 7
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 7
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 7
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 7
Corsair Capital Management, L.p. 7
Marshwinds Advisory Co 7
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 7
Private Asset Management Inc 7
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 7
Independent Solutions Wealth Management, LLC 7
Alpine Associates Management Inc. 7
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
ID Management A/S 7
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 7
Franklin Street Advisors Inc /nc 7
Union Bancaire Privee, UBP SA 7
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 7
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 7
Catawba Capital Management /va 7
Sabal Trust CO 7
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 7
Mathes Company, Inc. 7
Hager Investment Management Services, Llc 7
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 7
Financial Advantage, Inc. 7
WealthTrust Fairport, LLC 7
JEUTX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Utilities Trust NAV 7
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 7
KAMES CAPITAL plc 7
Fort Pitt Capital Group, Llc 7
Lombard Odier Asset Management (USA) Corp 7
Oxbow Advisors, LLC 7
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 7
YOKE - EA Series Trust - Yoke Core ETF 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 7
Abc Arbitrage Sa 7
Carret Asset Management, Llc 7
Solaris Asset Management Llc 7
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 7
Hopwood Financial Services, Inc. 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
Marietta Investment Partners Llc 7
Verdence Capital Advisors LLC 7
Prentiss Smith & Co Inc 7
Eagle Ridge Investment Management 7
1620 Investment Advisors, Inc. 7
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 7
Concentric Capital Strategies, LP 7
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 7
Redwood Park Advisors LLC 7
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 7
Montecito Bank & Trust 7
Shine Investment Advisory Services Inc 7
Beacon Trust Co 7
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 7
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 7
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 7
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 7
Gleason Group, Inc. 7
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 7
Pentwater Capital Management LP 7
Praesidis Advisors LLC 7
Holos Integrated Wealth LLC 7
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 7
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 7
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 7
StellarOne CORP 7
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 7
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 7
Wright Investors Service Inc 7
Grimes & Company, Inc. 7
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 7
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 7
Woodward Diversified Capital, Llc 7
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 7
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 7
Abn Amro Investment Solutions 7
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 7
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 7
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 7
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 7
Opus Capital Group, LLC 7
PPM Funds - PPM High Yield Core Fund (Inst) 7
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 7
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 7
Allianz Se 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 7
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 7
First Pacific Financial 7
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 7
Caas Capital Management Lp 7
Friedenthal Financial 7
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 7
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 7
Carnick & Kubik, LLC 7
Commonwealth Financial Services, LLC 7
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 7
Connor Clark & Lunn Investment Management Ltd 7
Galaxy Capital Trading Ltd 7
IronBridge Private Wealth, LLC 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 7
Argentus Capital Management, LLC 7
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7
Platform Technology Partners 7
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
55i, Llc 7
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 7
RMR Wealth Builders 7
ACSKX - American Century Investment Trust - Short Duration Fund C Class 7
Richard C. Young & CO., LTD. 7
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 7
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 7
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 7
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 7
DHJJ Financial Advisors, Ltd. 7
Great Lakes Retirement, Inc. 7
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 7
North Star Asset Management Inc 7
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 7
Bellevue Asset Management, Llc 7
Crescent Capital Consulting, LLC 7
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 7
Ovata Capital Management Ltd 7
InterOcean Capital Group, LLC 7
Capital Wealth Alliance, LLC 7
Americana Partners, LLC 7
MTM Investment Management, LLC 7
Investors Capital Advisory Services 7
Diversified, LLC 7
Supplemental Annuity Collective Trust of NJ 7
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 7
Aspiriant, Llc 7
Stevens First Principles Investment Advisors 7
HBC Financial Services, PLLC 7
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 7
MMIFX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Michigan Intermediate Municipal Trust Class A Shares 7
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7
Summit Wealth Group, LLC 7
GFG Capital, LLC 7
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 7
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 7
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 7
Stableford Capital Ii Llc 7
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 7
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 7
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 7
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 7
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 7
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 7
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 7
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 7
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 7
Barrow Hanley Mewhinney & Strauss Llc 7
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
PENN SERIES FUNDS INC - Mid Core Value Fund 7
Elevated Capital Advisors, LLC 7
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 7
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 7
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 7
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 7
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 7
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 7
FRG Family Wealth Advisors LLC 7
Howard Wealth Management, Llc 7
Stiles Financial Services Inc 7
Tcg Advisors, Lp 7
Innealta Capital, Llc 7
Applied Finance Capital Management, LLC 7
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 7
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 7
NorthCrest Asset Manangement, LLC 7
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF 7
Lavaca Capital Llc 7
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 7
Norwood Financial Corp 7
Wakefield Asset Management LLLP 7
SPX Equities Gestao de Recursos Ltda 7
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 7
Equitable Trust Co 7
Boenning & Scattergood, Inc. 7
Courier Capital Llc 7
Chesapeake Wealth Management 7
Gables Capital Management Inc. 7
Cvi Holdings, Llc 7
Silvant Capital Management LLC 7
Fortem Financial Group, Llc 7
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 7
Whitener Capital Management, Inc. 7
CarsonAllaria Wealth Management, Ltd. 7
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 7
Meridian Wealth Advisors, LLC 7
Rossmore Private Capital 7
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 7
Empire Financial Management Company, LLC 7
Pfs Investments Inc. 7
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 7
Premia Global Advisors, Llc 7
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
PDS Planning, Inc 7
Capital Financial Planning, LLC 7
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 7
Aft, Forsyth & Company, Inc. 7
Patten Group, Inc. 7
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 7
Carillon Tower Advisers, Inc. 7
Redwood Investment Management, Llc 7
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 7
Uncommon Cents Investing LLC 7
DeDora Capital, Inc. 7
S. Muoio & Co. Llc 6
F/M Investments LLC 6
Walled Lake Planning & Wealth Management, Llc 6
Banco de Sabadell, S.A 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Bellecapital International Ltd. 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
Apella Capital, LLC 6
Cohen & Steers Real Estate Opportunities & Income Fund 6
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 6
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 6
Roble, Belko & Company, Inc 6
Founders Financial Securities Llc 6
Cape Cod Five Cents Savings Bank 6
PharVision Advisers, LLC 6
Arena Capital Advisors, LLC- CA 6
Campbell Wealth Management 6
Nippon Life Global Investors Americas, Inc. 6
LifeWealth Investments, LLC 6
LMR Master Fund Ltd 6
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 6
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 6
Birchbrook, Inc. 6
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 6
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 6
S&co Inc 6
BlackRock Capital Allocation Trust 6
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 6
Hedeker Wealth, LLC 6
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
Teton Advisors, Inc. 6
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 6
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
Cerro Pacific Wealth Advisors LLC 6
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 6
Stratton Management Co 6
Risk Paradigm Group, LLC 6
Pflug Koory, LLC 6
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 6
Advanced Series Trust - Ast Small-cap Value Portfolio 6
Hartline Investment Corp/ 6
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 6
Soroban Capital Partners LP 6
Unigestion Holding SA 6
Zweig-DiMenna Associates LLC 6
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 6
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 6
DeepCurrents Investment Group LLC 6
One Capital Management, LLC 6
Worth Asset Management, LLC 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
Sterling Global Strategies LLC 6
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 6
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 6
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 6
Mangrove Partners 6
Castle Rock Wealth Management, LLC 6
Vestor Capital, Llc 6
Imprint Wealth LLC 6
Mid Atlantic Financial Management Inc/adv 6
CQS Cayman LP 6
SWAN Capital LLC 6
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 6
Pine Valley Investments Ltd Liability Co 6
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 6
Capstone Series Fund Inc 6
Advanced Portfolio Management, LLC 6
Aequim Alternative Investments LP 6
American Assets Investment Management, LLC 6
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 6
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 6
Beacon Investment Advisory Services, Inc. 6
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 6
Sowa Financial Group, Inc. 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
Tounjian Advisory Partners, Llc 6
G&S Capital LLC 6
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 6
Modera Wealth Management, LLC 6
Bank Of Nova Scotia Trust Co 6
Tortoise Capital Series Trust - Tortoise Essential Energy Fund 6
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 6
Filbrandt Wealth Management, LLC 6
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 6
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 6
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 6
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 6
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Sharkey, Howes & Javer 6
Atwater Malick LLC 6
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 6
Morgan Stanley Income Securities Inc 6
Edge Capital Group, LLC 6
Baron Silver Stevens Financial Advisors, Llc 6
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 6
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 6
Ipswich Investment Management Co., Inc. 6
Miles Capital, Inc. 6
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
Lansforsakringar Fondforvaltning AB (publ) 6
Ronald Blue & Co Llc 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 6
Smith Asset Management Group Lp 6
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 6
Resurgent Financial Advisors LLC 6
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 6
Pure Financial Advisors, Inc. 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
White Pine Capital Llc 6
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 6
Mid-American Wealth Advisory Group, Inc. 6
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 6
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 6
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 6
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 6
Annapolis Financial Services, LLC 6
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 6
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 6
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 6
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 6
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 6
Legacy Private Trust Co. 6
Banced Corp 6
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 6
Cullinan Associates Inc 6
TENOR CAPITAL MANAGEMENT Co., L.P. 6
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 6
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
Jag Capital Management, Llc 6
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 6
Gamble Jones Investment Counsel 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 6
Heritage Financial Services, LLC 6
Alpha Quant Advisors, Llc 6
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 6
ASR Vermogensbeheer N.V. 6
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 6
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 6
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 6
Macquarie/first Trust Global Infrastr/util Div & Inc Fund 6
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 6
Capital City Trust Co/fl 6
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 6
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 6
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 6
Davis R M Inc 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
St. Johns Investment Management Company, LLC 6
Quotient Investors, LLC 6
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 6
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 6
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 6
Cushing Renaissance Fund 6
Morton Brown Family Wealth, LLC 6
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 6
Aviance Capital Partners, LLC 6
Brown Advisory Securities, LLC 6
PIMCO Dynamic Income Opportunities Fund 6
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 6
Eubel Brady & Suttman Asset Management Inc 6
Aurora Private Wealth, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
Malaga Cove Capital, LLC 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
Investment Management Of Virginia Llc 6
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 6
Parasol Investment Management, LLC 6
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 6
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 6
Cohen Capital Management, Inc. 6
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 6
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 6
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 6
UNIVEST FINANCIAL Corp 6
Neville Rodie & Shaw Inc 6
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 6
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 6
Kayne Anderson Mlp Investment Co 6
Kwmg, Llc 6
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 6
United Fire Group Inc 6
Tortoise Pipeline & Energy Fund, Inc. 6
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
Prossimo Advisors, LLC 6
Global Assets Advisory, LLC 6
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 6
Gerstein Fisher 6
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 6
EULAV Asset Management 6
Lionsbridge Wealth Management LLC 6
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 6
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 6
Nuveen Dynamic Municipal Opportunities Fund 6
Alphagen Securities Llc 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
Groupe la Francaise 6
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 6
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
Richard W. Paul & Associates, LLC 6
Haafor (Singapore) Pte. Ltd. 6
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 6
Schafer Cullen Capital Management Inc 6
Financial Engines Advisors L.L.C. 6
Us Global Investors Funds 6
10Elms LLP 6
Clifford Swan Investment Counsel Llc 6
Farmers Trust Co 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 6
Optas, LLC 6
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 6
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 6
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 6
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
Capital Advisory Group Advisory Services, LLC 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 6
Seldon Capital Lp 6
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 6
Bennicas & Associates, Inc. 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 6
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 6
Dagco, Inc. 6
VestGen Advisors, LLC 6
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 6
New Jersey Better Educational Savings Trust 6
Iat Reinsurance Co Ltd. 6
Fiduciary Planning LLC 6
Klingenstein Fields & Co Lp 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
Copeland Capital Management, LLC 6
PFS Partners, LLC 6
Herold Advisors, Inc. 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
Cypress Capital Management LLC (WY) 6
Iron Horse Wealth Management, LLC 6
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 6
Bogle Investment Management L P /de/ 6
Tradewinds, LLC. 6
Jones Road Capital Management, L.p. 6
TrinityPoint Wealth, LLC 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
Parisi Gray Wealth Management 6
Friedberg Investment Management 6
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 6
Compass Wealth Management LLC 6
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 6
Robertson Stephens Wealth Management, LLC 6
BancorpSouth Bank 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
Ativo Capital Management LLC 6
Premier Path Wealth Partners, LLC 6
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 6
Roxbury Financial LLC 6
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 6
CWS Financial Advisors, LLC 6
ProVise Management Group, LLC 6
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 6
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 6
Synergy Investment Management, LLC 6
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 6
Leisure Capital Management 6
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 6
Accident Compensation Corp 6
Blackrock Municipal 2030 Target Term Trust 6
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 6
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 6
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 6
Empyrean Capital Partners, LP 6
SkyOak Wealth, LLC 6
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 6
Coyle Financial Counsel LLC 6
Kinneret Advisory, LLC 6
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 6
Tectonic Advisors Llc 6
My Legacy Advisors, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 6
Strategic Investment Advisors / MI 6
Kovitz Investment Group, LLC 6
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 6
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 6
Quantum Capital Management 6
Eaton Vance Tax Advantaged Dividend Income Fund 6
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 6
Dearborn Partners Llc 6
OneAscent Wealth Management LLC 6
Actinver Wealth Management, Inc. 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
Daymark Wealth Partners, Llc 6
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 6
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 6
Avalon Advisors, Llc 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 6
Radcliffe Capital Management, L.P. 6
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 6
Nicolet Bankshares Inc 6
Lifeworks Advisors, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Davidson Investment Advisors 6
Scout Investments, Inc. 6
Wealth Alliance 6
Oppenheimer Capital Income Fund 6
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 6
IFC Holdings Incorporated/FL 6
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 6
Oaktree Capital Management Lp 6
Deprince Race & Zollo Inc 6
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 6
Townsend & Associates, Inc 6
Tower View Investment Management & Research LLC 6
Atlantic Edge Private Wealth Management, LLC 6
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 6
M Holdings Securities, Inc. 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Tidemark, LLC 6
Jarislowsky, Fraser Ltd 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
Mountain Capital Investment Advisors, Inc 6
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 6
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 6
Horrell Capital Management, Inc. 6
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 6
VCIGX - VALIC Co I - Dividend Value Fund 6
Saturna Capital CORP 6
Pingora Partners LLC 6
Keebeck Alpha, LP 6
Keeley-Teton Advisors, LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 6
Sterling Investment Advisors, Ltd. 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
Plato Investment Management Ltd 6
Grandview Asset Management LLC 6
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
Family Legacy, Inc. 6
Psagot Investment House Ltd. 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Fiera Capital Corp 6
Israel Discount Bank Of New York /gfn 6
JDM Financial Group LLC 6
Field & Main Bank 6
Wellington Shields Capital Management, LLC 6
First National Bank & Trust Co Of Newtown 6
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 6
Shepherd Financial Partners LLC 6
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 6
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 6
Fortis Advisors, LLC 6
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 6
Intellectus Partners, LLC 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
Harvest Investment Services, LLC 6
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 6
FLP Wealth Management, LLC 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
Peddock Capital Advisors, Llc 6
McClarren Financial Advisors, Inc. 6
Marquette Asset Management, LLC 6
Bruce & Co., Inc. 6
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 6
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 6
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 6
VMCVX - VALIC Co II - Mid Cap Value Fund 6
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 6
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 6
FNY Partners Fund LP 6
Madison Investment Holdings Inc 6
Professional Financial Advisors, LLC 6
JNL SERIES TRUST - JNL International Index Fund (I) 6
Hyman Charles D 6
Baillie Gifford & Co 6
Kiley Juergens Wealth Management, Llc 6
Teton Westwood Funds 6
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 6
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 6
ELCO Management Co., LLC 6
Sentry Investments Corp. 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
Dean Capital Management 6
LifeSteps Financial, Inc. 6
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 6
Mcdonald Partners Llc 6
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 6
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 6
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 6
Transform Wealth, LLC 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 6
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 6
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 6
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 6
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 6
MEMBERS Trust Co 6
MYDA Advisors LLC 6
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6
Camden Capital, LLC 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 6
ESL Trust Services, LLC 6
Archipel Asset Management AB 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
Brewin Dolphin Ltd 6
Alpha Family Trust 6
Ghisallo Capital Management LLC 6
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 6
McAdams Wright Ragen, Inc. 6
WFA of San Diego, LLC 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
Pineridge Advisors LLC 6
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 6
Andromeda Capital LLC 6
Indices-Pac Research Corp. 6
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 6
Sumit Capital, Llc 6
TriaGen Wealth Management LLC 6
ICONIQ Capital, LLC 6
Essential Planning, LLC. 6
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 6
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 6
Fayez Sarofim & Co 6
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 6
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 6
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 6
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 6
Linscomb & Williams, Inc. 6
Aquila Investment Management LLC 6
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 6
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 6
Schonfeld Group Holdings LLC 6
Lord Abbett Credit Opportunities Fund 6
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 6
Ashfield Capital Partners, LLC 6
Schaper Benz & Wise Investment Counsel Inc/wi 6
Caxton Associates Llp 6
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
Cannell Peter B & Co Inc 6
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Mandatum Life Insurance Co Ltd 6
Nations Financial Group Inc, /ia/ /adv 6
Cypress Capital Management Llc 6
Chubb Corp 6
Fortis Capital Advisors, LLC 6
Penseco Financial Services Corp 6
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
Capital Square, LLC 6
NOINX - Northern Funds - Northern International Equity Index Fund 6
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
Abundance Wealth Counselors 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
Hefty Wealth Partners 6
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 6
Waterloo Capital, L.P. 6
VCRAX - Voya MUTUAL FUNDS - Voya CBRE Global Infrastructure Fund Class A 6
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 6
Cooper Financial Group 6
Coastal Bridge Advisors, LLC 6
ATLAS Infrastructure Partners (UK) Ltd. 6
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 6
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
Eventide Asset Management, Llc 6
Royce & Associates Lp 6
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 6
Fpc Investment Advisory, Inc. 6
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 6
Piscataqua Savings Bank 6
Scoria Capital Partners LP 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 6
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 6
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 6
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 6
Maryland Capital Management 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
Counterpoint Mutual Funds LLC 6
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 6
Journey Strategic Wealth Llc 6
Sterling Financial Planning, Inc. 6
Stonebridge Financial Planning Group, LLC 6
Cobiz Investment Management, Llc 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 6
Amplify ETF Trust - Amplify AI Powered Equity ETF 6
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 6
Milestone Investment Advisors LLC 6
SCP Investment, LP 6
Chartwell Investment Partners/pa 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
Exane Asset Management 6
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 6
CTC Capital Management, LLC 6
Mint Tower Capital Management B.V. 6
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 6
RPG Investment Advisory, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 6
Axiom Investment Management LLC 6
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
Boston Trust Walden Corp 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Rowland & Co Investment Counsel/adv 6
World Equity Group, Inc. 6
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 6
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
WESPAC Advisors SoCal, LLC 6
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 6
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 6
Perpetual Investment Management Ltd 6
Sanders Morris Harris Llc 6
Salient Capital Advisors, LLC 6
Affinity Wealth Management Llc 6
Old Port Advisors 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 6
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
Fairscale Capital, LLC 6
Kornitzer Capital Management Inc /ks 6
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
Kepos Capital LP 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 6
BNE - ETF Series Solutions - Blue Horizon BNE ETF 6
Planned Solutions, Inc. 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 6
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 6
McMahon Financial Advisors, LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 6
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 6
MBEQX - M FUND INC - M International Equity Fund 6
WealthPlan Investment Management, LLC 6
EHLS - Tidal Trust II - Even Herd Long Short ETF 6
Cullen Capital Management, LLC 5
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 5
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 5
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 5
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 5
Ade, Llc 5
Vennlight Capital Management, LP 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
BW Gestao de Investimentos Ltda. 5
VCIEX - VALIC Co I - International Equities Index Fund 5
Legacy Capital Wealth Partners, LLC 5
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 5
Pointe Capital Management LLC 5
Investment Counselors Of Maryland Llc 5
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 5
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 5
qPULA Trading Management LP 5
TCG Advisory Services, LLC 5
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 5
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 5
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
Fulton Breakefield Broenniman Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 5
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 5
Private Bank & Trust Co 5
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
Financial Planning & Information Services, Inc. 5
Lumature Wealth Partners, LLC 5
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 5
S.A. Mason LLC 5
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 5
Simply Money Advisors 5
Investment House Llc 5
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 5
Blue Chip Partners, Inc. 5
Cfm Wealth Partners Llc 5
Wealthquest Corp 5
Samson Rock Capital LLP 5
Ellsworth Advisors, LLC 5
DB Wealth Management Group, LLC 5
Berger Financial Group, Inc 5
River Road Asset Management, LLC 5
Future Financial Wealth Managment LLC 5
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 5
Mine & Arao Wealth Creation & Management, LLC. 5
Pinz Capital Management, LP 5
Adams Wealth Management 5
Soltis Investment Advisors LLC 5
Madison Asset Management, LLC 5
Parcion Private Wealth LLC 5
Kathmere Capital Management, LLC 5
Fortis Capital Management LLC 5
Sound Financial Strategies Group, LLC 5
Beck Mack & Oliver Llc 5
Fieldview Capital Management, LLC 5
Ballast Advisors Llc 5
Alteri Wealth LLC 5
Blueprint Investment Partners LLC 5
Resonant Capital Advisors, LLC 5
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 5
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5
MADDEN SECURITIES Corp 5
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 5
TFG Advisers LLC 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 5
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
Reyes Financial Architecture, Inc. 5
Souders Financial Advisors 5
Davis Capital Management 5
Jackson Square Capital, Llc 5
Te Ahumairangi Investment Management Ltd 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
Hermes Investment Management Ltd 5
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 5
Holloway Wealth Management, LLC 5
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 5
ROSS\JOHNSON & Associates LLC 5
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 5
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 5
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 5
EJF Capital LLC 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
RBB FUND, INC. - Aquarius International Fund 5
RBB FUND, INC. - Adara Smaller Companies Fund 5
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 5
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 5
Eisler Capital Management Ltd. 5
Mechanics Bank Trust Department 5
Raiffeisen Bank International AG 5
High Pointe Capital Management Llc 5
Mondrian Investment Partners LTD 5
First Dallas Securities Inc. 5
Trust Co Of Virginia /va 5
Aware Super Pty Ltd as trustee of Aware Super 5
Bank Of Stockton 5
First Merchants Corp 5
Schmidt P J Investment Management Inc 5
Bernard Wealth Management Corp. 5
Conquis Financial Llc 5
Capital Management Associates /ny/ 5
Bridges Investment Management Inc 5
Prudent Man Investment Management, Inc. 5
HHG & Company, LLC 5
D. Scott Neal, Inc. 5
denkapparat Operations GmbH 5
Crowley Wealth Management, Inc. 5
Sadoff Investment Management Llc 5
Charter Trust Co 5
Wbh Advisory Inc 5
IMG Wealth Management, Inc. 5
one8zero8, LLC 5
Redwood Investments, LLC 5
Generali Investments CEE, investicni spolecnost, a.s. 5
Westend Capital Management LLC 5
OTA Financial Group L.P. 5
Bank of Jackson Hole Trust 5
Asset Planning,Inc 5
Newfound Research LLC 5
Bks Advisors, Llc 5
Kentucky Trust Co 5
New Harbor Financial Group, LLC 5
Evolution Wealth Management Inc. 5
Strategic Advisors LLC 5
Torch Wealth Management LLC 5
Prio Wealth Limited Partnership 5
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 5
Cohen Klingenstein LLC 5
Smith Affiliated Capital Corp. 5
Lvm Capital Management Ltd/mi 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
ELCV - Strategy Shares - Eventide High Dividend ETF 5
Capital Group KKR Multi-Sector (plus) 5
Community Bank & Trust, Waco, Texas 5
Patton Albertson Miller Group, Llc 5
Bath Savings Trust Co 5
Detwiler Fenton Investment Management LLC 5
First Financial Bank - Trust Division 5
Ag2r La Mondiale Gestion D'actifs 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
Owl Creek Asset Management, L.P. 5
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 5
Trutina Financial LLC 5
Senator Investment Group LP 5
NINE MASTS CAPITAL Ltd 5
Essex Investment Management Co Llc 5
Shepherd Kaplan Krochuk, Llc 5
Town & Country Bank & Trust CO dba First Bankers Trust CO 5
Power Corp of Canada 5
Keystone Financial Planning, Inc. 5
Morgan Dempsey Capital Management Llc 5
Painted Porch Advisors LLC 5
Liberty Capital Management, Inc. 5
Mattson Financial Services, LLC 5
Kessler Investment Group, LLC 5
Premier Asset Management Llc 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 5
Fairfield, Bush & Co. 5
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 5
InterOcean Capital, LLC 5
Rs Investment Management Co Llc 5
Sfmg, Llc 5
Aviso Financial Inc. 5
Nair Vinay 5
Affinity Investment Advisors, Llc 5
Glenview State Bank Trust Dept. 5
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
Chris Bulman Inc 5
Brass Tax Wealth Management, Inc 5
J. Safra Sarasin Holding AG 5
Wellesley Investment Partners, LLC 5
Fiduciary Financial Group, Llc 5
National Investment Services Inc /wi 5
RiverPoint Capital Management, LLC 5
Global X Japan Co., Ltd. 5
Advisors Management Group Inc /adv 5
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 5
Paradigm Financial Advisors, LLC 5
Godsey & Gibb Associates 5
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 5
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 5
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 5
Fma Advisory Inc 5
New Vernon Capital Holdings II LLC 5
Marathon Trading Investment Management LLC 5
Institute for Wealth Management, LLC. 5
New Covenant Trust Company, N.A. 5
RPg Family Wealth Advisory, LLC 5
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 5
Swedbank AB 5
Cambria Investment Management, L.P. 5
Vollero Beach Capital Partners LLC 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
Steamboat Capital Partners, LLC 5
Cramer Rosenthal Mcglynn Llc 5
Meritage Group LP 5
Strategic Capital Alternatives LLC 5
Gardner Lewis Asset Management L P 5
Alley Co LLC 5
Farmers National Bank 5
St. Louis Trust Co 5
Fft Wealth Management Llc 5
Fairman Group, LLC 5
COMMERCE FUNDS - The MidCap Value Fund Shares 5
Catamount Wealth Management 5
Antonetti Capital Management LLC 5
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 5
Able Wealth Management LLC 5
Sivia Capital Partners, LLC 5
Long Island Wealth Management, Inc. 5
HMS Capital Management, LLC 5
Stanford Investment Group, Inc. 5
Midland Wealth Advisors Llc 5
Rainier Group Investment Advisory LLC 5
General Electric Co 5
WP Advisors, LLC 5
M&g Investment Management Ltd 5
Perennial Advisors, LLC 5
Polianta Ltd 5
GQG Partners LLC 5
First Trust Investment Solutions L.P. 5
Corvex Management LP 5
Flaharty Asset Management, LLC 5
PHH Investments, Ltd. 5
King Street Capital Management, L.p. 5
Catalytic Wealth RIA, LLC 5
First Financial Equity Corporation 5
Providence First Trust Co 5
Delta Lloyd Asset Management N.v. 5
Meyer Handelman Co 5
Garner Asset Management Corp 5
Beaton Management Co. Inc. 5
Newport Trust Co 5
ECP ControlCo, LLC 5
Sompo Japan Nipponkoa Asset Management Co.,ltd. 5
Kiely Wealth Advisory Group, Inc. 5
Savvy Advisors, Inc. 5
Invesco Senior Loan Fund 5
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 5
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 5
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 5
Everpar Advisors Llc 5
Signature Resources Capital Management, LLC 5
Invesco Senior Income Trust 5
Gilliland Jeter Wealth Management LLC 5
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
Significant Wealth Partners LLC 5
Voya International High Dividend Equity Income Fund 5
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 5
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 5
Tyche Wealth Partners LLC 5
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 5
Nuveen Preferred & Income Term Fund 5
Nuveen Preferred & Income 2022 Term Fund 5
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 5
Ccm Investment Advisers Llc 5
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 5
Bowen Hanes & Co Inc 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
Greenwood Gearhart Inc 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
Cedrus LLC 5
Aldebaran Financial Inc. 5
Nuveen Tax-advantaged Dividend Growth Fund 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
Deerfield Management Company, L.p. (series C) 5
Waddell & Reed Advisors Funds 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 5
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
Cohen & Steers Total Return Realty Fund Inc 5
Burns Matteson Capital Management, LLC 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 5
Pimco California Municipal Income Fund Iii 5
Pimco California Municipal Income Fund Ii 5
Pimco California Municipal Income Fund 5
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 5
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 5
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 5
Financiere des Professionnels - Fonds d,investissement inc. 5
Keeley Asset Management Corp 5
Capital International Ltd /ca/ 5
Utc North American Fund, Inc. 5
Advantage Advisers Xanthus Fund, L.l.c. 5
Bainco International Investors 5
WFA Asset Management Corp 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
Diversified Real Asset Income Fund 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 5
Strategic Financial Concepts, LLC 5
Mfs Intermediate High Income Fund 5
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 5
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 5
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 5
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
Lmp Capital & Income Fund Inc. 5
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 5
Flaherty & Crumrine Total Return Fund Inc 5
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 5
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 5
Farr Miller & Washington Llc/dc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 5
Mfs Special Value Trust 5
Federated Mdt Large Cap Value Fund 5
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 5
Blackrock Muni Intermediate Duration Fund, Inc. 5
Harvest Management Llc 5
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 5
KLCM Advisors, Inc. 5
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 5
Blackrock Muniassets Fund, Inc. 5
Clough Global Equity Fund 5
Clough Global Opportunities Fund 5
MJT & Associates Financial Advisory Group, Inc. 5
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 5
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 5
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 5
Calamos Global Total Return Fund 5
Calamos Convertible Opportunities & Income Fund 5
Calamos Convertible & High Income Fund 5
Calamos Dynamic Convertible & Income Fund 5
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 5
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 5
Gai Agility Income Fund 5
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
Partners Group Private Equity (master Fund), Llc 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
Pergamon Offshore Advisors, L.P. 5
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
Acap Strategic Fund 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
BRAMX - Blackrock Allocation Target Shares - Bats Series M 5
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 5
Winton Series Trust 5
Northwest Capital Management Inc 5
LexAurum Advisors, LLC 5
Quintet Private Bank (Europe) S.A. 5
Advanced Asset Management Advisors Inc 5
Poehling Capital Management, LLC 5
McCarthy Grittinger Financial Group, LLC 5
Cornerstone Management, Inc. 5
Zrc Wealth Management, Llc 5
180 Wealth Advisors, Llc 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF 5
Hamilton Capital, LLC 5
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5
DIP - ETF Series Solutions - BTD Capital Fund 5
Beryl Capital Management LLC 5
Diameter Capital Partners LP 5
HoyleCohen, LLC 5
SWS Partners 5
Tilt Investment Management Holdings, PBC 5
Ellenbecker Investment Group 5
SYM FINANCIAL Corp 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
Barnes Dennig Private Wealth Management LLC 5
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 5
Varma Mutual Pension Insurance Co 5
Cornell Pochily Investment Advisors, Inc. 5
Wealth Alliance Advisory Group, LLC 5
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 5
KC Investment Advisors, LLC 5
Brandes Investment Partners, Lp 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
Two Roads Shared Trust - Hypatia Women CEO ETF 5
Prostatis Group LLC 5
Cozad Asset Management Inc 5
LFA - Lugano Financial Advisors SA 5
United Capital Management of KS, Inc. 5
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 5
First Niagara Bank 5
Delta Investment Management, LLC 5
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF 5
Signature Estate & Investment Advisors Llc 5
Cordatus Wealth Management LLC 5
1 North Wealth Services Llc 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 5
CRA Financial Services, LLC 5
Windsor Creek Advisors, Llc 5
Insight Wealth Strategies, LLC 5
Reston Wealth Management Llc 5
VeraBank, N.A. 5
MBM Wealth Consultants, LLC 5
Thoroughbred Financial Services, Llc 5
Islet Management, LP 5
Freedom Wealth Alliance, Llc 5
Huntleigh Advisors, Inc. 5
Brendel Financial Advisors LLC 5
BCJ Capital Management, LLC 5
Harvest Portfolios Group Inc. 5
Joseph P. Lucia & Associates, LLC 5
Cornerstone Wealth Group, LLC 5
Fundamentun, Llc 5
Bragg Financial Advisors, Inc 5
Inscription Capital, LLC 5
Hodges Capital Management Inc. 5
JBJ Investment Partners, LLC 5
Oversea-Chinese Banking CORP Ltd 5
Insigneo Advisory Services, Llc 5
MidWestOne Financial Group, Inc. 5
Koesten, Hirschmann & Crabtree, INC. 5
Everett Harris & Co /ca/ 5
Isi Strategy Fund Inc 5
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
Cornerstone Planning, LLC 5
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 5
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 5
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 5
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 5
Channing Capital Management, LLC 5
Global Wealth Strategies & Associates 5
ASB Consultores, LLC 5
Balboa Wealth Partners 5
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 5
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 5
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 5
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 5
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 5
NOIGX - Northern Funds - Northern International Equity Fund 5
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 5
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 5
Baldwin Investment Management, LLC 5
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 5
Columbia Partners L L C Investment Management 5
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 5
Mastrapasqua Asset Management Inc 5
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 5
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 5
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 5
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 5
Todd Asset Management Llc 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 5
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 5
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 5
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 5
Sentinel Trust Co Lba 5
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
Azimuth Capital Investment Management LLC 5
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 5
First Eagle Investment Management, LLC 5
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 5
Ritter Daniher Financial Advisory LLC / DE 5
Heartland Advisors Inc 5
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 5
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 5
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
Castle Wealth Management Llc 5
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 5
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 5
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 5
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 5
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 5
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 5
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 5
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 5
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 5
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 5
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 5
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 5
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 5
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 5
PIMCO Access Income Fund 5
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
Spartan Fund Management Inc. 5
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 5
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 5
Cobblestone Capital Advisors Llc /ny/ 5
SILVER OAK SECURITIES, Inc 5
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
Lansing Street Advisors 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 5
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 5
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 5
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
SPC Financial, Inc. 5
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 5
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 5
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 5
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 5
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 5
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 5
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 5
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 5
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 5
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 5
Karlinski Andrew C 5
Glassy Mountain Advisors, Inc. 5
Bill Few Associates, Inc. 5
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 5
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
AQINX - AQR Funds - AQR International Equity Fund Class N 5
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 5
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 5
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 5
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 5
Forum Financial Management, LP 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 5
Zullo Investment Group, Inc. 5
First National Trust Co 5
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 5
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 5
Paragon Capital Management LLC 5
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 5
Graham Capital Wealth Management, Llc 5
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 5
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
Sunflower Bank, Na Wealth Management 5
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 5
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 5
Tilia Fiduciary Partners, Inc. 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 5
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 5
CastleKnight Management LP 5
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 5
Hancock Whitney Investment Services Inc. 5
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 5
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 5
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 5
Skaana Management L.P. 5
Sandia Investment Management LP 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
Fifth Lane Capital, Lp 5
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
Kenfarb & Co. 5
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Krs Capital Management, Llc 5
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 5
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 5
Sonora Investment Management Group, LLC 5
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 5
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 5
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 5
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 5
Seven Grand Managers, Llc 5
Iberiabank Corp 5
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 5
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 5
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
Enhancing Capital LLC 5
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 5
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 5
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 5
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF 5
Astrantus Ltd 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 5
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 5
Absolute Capital Management, LLC 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 5
Landmark Wealth Management, LLC 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Level Financial Advisors, Inc. 5
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 5
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 5
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 5
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 5
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 5
Calamos Wealth Management LLC 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 5
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Clough Capital Partners L P 5
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 5
Simmons First Trust Co Na 5
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 5
Capital Group Private Client Services, Inc. 5
Smith Group Asset Management, LLC 5
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 5
US Asset Management LLC 5
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 5
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 5
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 5
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 5
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 5
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
REAP Financial Group, LLC 5
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 5
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 5
Bridgecreek Investment Management, LLC 5
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 5
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 5
Vertex One Asset Management Inc. 5
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 5
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 5
VVSCX - VALIC Co I - Small Cap Value Fund 5
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 5
Pinnacle Wealth Advisors 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
Y.D. More Investments Ltd 5
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 5
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 5
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 5
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 5
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 5
DIV - Global X Funds - Global X SuperDividend U.S. ETF 5
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 5
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 5
Armis Advisers, LLC 5
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 5
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 5
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 5
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 5
Prentice Wealth Management LLC 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
NB Crossroads Private Markets Access Fund LLC 5
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 5
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 5
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 5
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 5
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 5
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 5
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 5
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 5
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 5
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 5
Gries Financial Llc 5
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
Ncm Capital Management Group Inc 5
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 5
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
Syntax Advisors, Llc 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 5
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 5
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 5
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 5
Ifrah Financial Services, Inc. 5
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
Hoey Investments, Inc 5
Valley Brook Capital Group, Inc. 5
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 5
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 5
AdvisorShares Investments LLC 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
Robbins Farley Llc 5
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 5
Main Street Financial Solutions, LLC 5
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 5
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 5
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 5
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 5
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 5
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 5
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 5
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 5
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 5
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 5
Gallo Partners, LP 5
HN Saltoro Capital, LP 5
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
Rathbone Brothers plc 5
Measured Risk Portfolios, Inc. 5
Duquesne Family Office LLC 4
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 4
Easterly Investment Partners Llc 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 4
Northwestern Mutual Investment Services Llc 4
Aristotle Capital Boston, LLC 4
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 4
First National Advisers, LLC 4
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 4
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 4
Financial Strategy Network, LLC 4
IPPP - Listed Funds Trust - Preferred-Plus ETF 4
Bardin Hill Management Partners Lp 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 4
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 4
Stance Capital Llc 4
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 4
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 4
Center For Asset Management LLC 4
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 4
Fulcrum Equity Management 4
Guardian Wealth Management, Inc. 4
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 4
Achievement Holdings L.P. 4
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 4
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 4
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 4
Oppenheimer Macquarie Global Infrastructure Fund 4
Atlanta Consulting Group Advisors, LLC 4
Governors Lane LP 4
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 4
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 4
Encompass Capital Advisors LLC 4
Fir Tree Capital Management Lp 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
Invesco, Llc 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
Paladin Advisory Group, LLC 4
Camden Asset Management L P /ca 4
Plancorp, LLC 4
Beech Hill Advisors, Inc. 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
Gyl Financial Synergies, Llc 4
MONECO Advisors, LLC 4
Thrive Wealth Management, LLC 4
Cfs, Llc 4
SNS Financial Group, LLC 4
Phocas Financial Corp. 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
Smith & Howard Wealth Management, LLC 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Boyer & Corporon Wealth Management, LLC 4
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 4
Fic Capital Inc 4
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 4
SFE Investment Counsel 4
Neuberger Berman Intermediate Municipal Fund Inc 4
Emfo, Llc 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 4
Eaton Vance Senior Floating Rate Trust 4
Confluence Investment Management Llc 4
Graticule Asia Macro Advisors LLC 4
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 4
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Mckinley Capital Management Llc /delaware 4
Eaton Vance Tax-managed Global Diversified Equity Income Fund 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
Hnp Capital Llc 4
Armstrong, Fleming & Moore, Inc 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
Triumph Capital Management 4
Platinum Investment Management Ltd 4
Cavalier Investments, LLC 4
WCG Wealth Advisors LLC 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
NCATX - Northern Funds - Northern California Tax-exempt Fund 4
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Neuberger Berman High Yield Strategies Fund Inc. 4
Nalls Sherbakoff Group, Llc 4
Matarin Capital Management, LLC 4
Rench Wealth Management, Inc. 4
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF 4
Portside Wealth Group, LLC 4
Northwest Bank & Trust Co 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
Vivaldi Asset Management, LLC 4
Black Diamond Financial, LLC 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
Canyon Capital Advisors Llc 4
Orion Capital Management LLC 4
Kozak & Associates, Inc. 4
Parplus Partners 4
Geller Advisors LLC 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
Frisch Financial Group, Inc. 4
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 4
Arlington Capital Management, Inc. 4
Tributary Capital Management, LLC 4
Thornburg Investment Management Inc 4
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 4
Mirova 4
Ramsey Quantitative Systems 4
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 4
Croft-leominster Inc 4
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
NHYMX - Northern Funds - Northern High Yield Municipal Fund 4
Nwq Investment Management Company, Llc 4
Sageworth Trust Co of South Dakota 4
Kelman-Lazarov, Inc. 4
Doliver Advisors, Lp 4
Lynx Investment Advisory 4
Cushing Mlp Total Return Fund 4
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 4
Fullcircle Wealth Llc 4
NSGRX - Northern Funds - Northern Small Cap Core Fund 4
Edmonds Duncan Registered Investment Advisors, LLC 4
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 4
Barnes Wealth Management Group, Inc 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
Bracebridge Capital, LLC 4
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 4
Rokos Capital Management LLP 4
Newtyn Management, LLC 4
TFB Advisors LLC 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 4
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 4
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 4
ERTS Wealth Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
Vision Capital Management, Inc. 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 4
SlateStone Wealth, LLC 4
First Business Financial Services, Inc. 4
Kesler, Norman & Wride, LLC 4
Stone Toro Investment Advisers, LP 4
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 4
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 4
Live Oak Investment Partners 4
Usa Mutuals Advisors, Inc. 4
Bar Harbor Trust Services 4
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 4
William B. Walkup & Associates, Inc. 4
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 4
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 4
Hunter Associates Investment Management Llc 4
Eaton Vance Floating-rate Income Trust 4
Piermont Capital Management LLC 4
Kiwi Wealth Investments Limited Partnership 4
Weatherstone Capital Management 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
New Wave Wealth Advisors Llc 4
Timber Creek Capital Management LLC 4
Pioneer Floating Rate Trust 4
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 4
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 4
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 4
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 4
Altavista Wealth Management, Inc. 4
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 4
Dodge & Cox 4
Connacht Asset Management LP 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 4
Heritage Wealth Management, Inc. 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 4
Prudential Short Duration High Yield Fund, Inc. 4
9258 Wealth Management, LLC 4
Rotella Capital Management, Inc. 4
Evolution Advisers, Inc. 4
Loeb Partners Corp 4
Piershale Financial Group, Inc. 4
First National Bank of South Miami 4
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
Code Waechter LLC 4
Teachers Insurance & Annuity Association Of America 4
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 4
Strait & Sound Wealth Management LLC 4
Compton Capital Management Inc /ri 4
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 4
ORG Wealth Partners, LLC 4
Mcmillion Capital Management Inc 4
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 4
Truehand, Inc 4
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 4
First American Trust, Fsb 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
Mirador Capital Partners LP 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 4
Clarkston Capital Partners, LLC 4
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 4
Financial Advisory Partners, Llc 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
Carmignac Gestion 4
Live Your Vision, LLC 4
Mcrae Capital Management Inc 4
Hibernia Wealth Partners, LLC 4
Fiduciary Financial Services Of The Southwest Inc /tx 4
Arabesque Asset Management Ltd 4
Slocum, Gordon & Co LLP 4
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 4
Mid Continent Capital Llc/il 4
Frontier Capital Management Co Llc 4
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 4
Sphinx Trading, Lp 4
Bbr Partners, Llc 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
Btr Capital Management Inc 4
Castle Financial & Retirement Planning Associates, Inc. 4
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 4
Prudent Investors Network 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 4
Horan Capital Advisors, LLC. 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
Covington Investment Advisors Inc. 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
Comerica Securities Inc 4
Blackston Financial Advisory Group, LLC 4
Greenwood Capital Associates Llc 4
Volterra Technologies LP 4
Verity & Verity, LLC 4
Trust CO of the Ozarks 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
Mountain Pacific Investment Advisers Inc/id 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
Greenwich Wealth Management LLC 4
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 4
Gratus Capital LLC 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
SCID - Global X Funds - Global X Scientific Beta Europe ETF 4
Gladius Capital Management LP 4
Special Opportunities Fund, Inc. 4
Argent Financial Group, Inc. 4
Hendershot Investments Inc. 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 4
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 4
AEGON USA Investment Management, LLC 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 4
Ssga Master Trust 4
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 4
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 4
Blackrock Enhanced Global Dividend Trust 4
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 4
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 4
Buckingham Capital Management, Inc. 4
Western Asset Management Company, LLC 4
RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A 4
Legato Capital Management LLC 4
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 4
Brophy Wealth Management, LLC 4
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 4
Quest Investment Management Llc 4
Econ Financial Services Corp 4
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 4
Rbo & Co Llc 4
Legacy Capital Partners, Inc. 4
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 4
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 4
Roman Butler Fullerton & Co 4
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 4
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 4
Arrowgrass Capital Partners (us) Lp 4
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 4
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 4
Pinnacle Wealth Management Advisory Group, LLC 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 4
TOWER TRUST & INVESTMENT Co 4
King Wealth 4
BBT Capital Management, LLC 4
Gallagher Fiduciary Advisors, LLC 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
RobecoSam USA, Inc. 4
MKT Advisors LLC 4
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 4
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF 4
Penobscot Investment Management Company, Inc. 4
HighTower Trust Services, LTA 4
Leuthold Group, Llc 4
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 4
Integrated Wealth Counsel, Llc 4
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Hamel Associates, Inc. 4
Retirement Planning Group 4
Groesbeck Investment Management Corp /nj/ 4
Boston Common Asset Management, LLC 4
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 4
683 Capital Management, LLC 4
Karpas Strategies, Llc 4
Cohen & Steers Quality Income Realty Fund Inc 4
Df Dent & Co Inc 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
Gantzert Investment Co Llc /adv 4
Robeco Schweiz AG 4
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 4
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 4
Kempner Capital Management Inc. 4
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 4
First National Bank of Mount Dora, Trust Investment Services 4
Jnl Series Trust - Jnl/wmc Value Fund (a) 4
Hayden Royal, Llc 4
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 4
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 4
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Mitchell Sinkler & Starr/pa 4
Copley Financial Group, Inc. 4
Cardinal Capital Management, Inc. 4
Highland Floating Rate Opportunities Fund 4
Meristem Family Wealth, LLC 4
Dixon Hubard Feinour & Brown Inc/va 4
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 4
Nixon Peabody Trust Co 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 4
Carson Advisory Inc. 4
Courage Capital Management Llc 4
ACES - ALPS ETF Trust - ALPS Clean Energy ETF 4
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 4
Weather Gauge Advisory, LLC 4
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 4
Astoria Portfolio Advisors LLC. 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
Hotaling Investment Management, LLC 4
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 4
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 4
Cross Staff Investments Inc 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
Acropolis Investment Management, LLC 4
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 4
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 4
Indaba Capital Management, L.P. 4
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 4
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
FTTMX - Franklin Tax Free Trust - Franklin Michigan Tax-free Income Fund Class A1 4
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
Abner Herrman & Brock Llc 4
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
Blue Bell Private Wealth Management, Llc 4
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4
Drake & Associates, LLC 4
Scissortail Wealth Management, LLC 4
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 4
Appleton Partners Inc/ma 4
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 4
EUSM - Strategy Shares - Eventide US Market ETF 4
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 4
Bck Capital Management Lp 4
Financial Life Planners 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
Capital Innovations LLC 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
Cliftonlarsonallen Wealth Advisors, Llc 4
Napier Park Global Capital (US) LP 4
YANKCOM Partnership 4
Roffman Miller Associates Inc /pa/ 4
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A 4
First Fiduciary Investment Counsel, Inc. 4
Bray Capital Advisors 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 4
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 4
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 4
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 4
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class 4
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 4
Shamrock Asset Management LLC 4
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 4
StrategIQ Financial Group, LLC 4
TradeLink Capital LLC 4
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 4
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 4
Providence Wealth Advisors, LLC 4
St. James Investment Company, LLC 4
Avitas Wealth Management LLC 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 4
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
Blackstone / Gso Senior Floating Rate Term Fund 4
Becker Capital Management Inc 4
Blackstone / Gso Long-short Credit Income Fund 4
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 4
Cox Capital Mgt LLC 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 4
Johanson Financial Advisors, Inc. 4
Brookfield Global Listed Infrastructure Income Fund Inc. 4
Harfst & Associates, Inc. 4
Blackstone / Gso Strategic Credit Fund 4
Altium Wealth Management LLC 4
Marshall Investment Management, Llc 4
CI Global Investments Inc. 4
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 4
Midwest Capital Advisors, LLC 4
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
Fca Corp /tx 4
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 4
IYVAX - IVY FUNDS - Ivy Value Fund Class A 4
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 4
Chicago Capital, LLC 4
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 4
Beach Investment Management, LLC. 4
Pathway Financial Advisors LLC 4
Blackstone / Gso Floating Rate Enhanced Income Fund 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 4
Burkehill Global Management, LP 4
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 4
Onyx Bridge Wealth Group LLC 4
Atala Financial Inc 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 4
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 4
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 4
ArrowMark Colorado Holdings LLC 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
Generali Asset Management SPA SGR 4
Curio Wealth, Llc 4
Winthrop Partners - Wny, Llc 4
Cyndeo Wealth Partners, LLC 4
Graney & King, LLC 4
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 4
Abacus Planning Group, Inc. 4
ADVANCED SERIES TRUST - AST Jennison Global Infrastructure Portfolio 4
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 4
New England Investment & Retirement Group, Inc. 4
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 4
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 4
River & Mercantile Asset Management Llp 4
Putney Financial Group LLC 4
Maridea Wealth Management LLC 4
Country Club Trust Company, n.a. 4
Gitterman Wealth Management, LLC 4
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 4
Lombardia Capital Partners Llc 4
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 4
Capital Planning Advisors, LLC 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
Ignite Planners, LLC 4
Oppenheimer Ultra-short Duration Fund 4
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 4
Dowling & Yahnke Llc 4
Putnam Investors Fund 4
Lodestar Investment Counsel Llc/il 4
Mitchell & Pahl Private Wealth, Llc 4
Keener Financial Planning LLC 4
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 4
Oppenheimer Corporate Bond Fund 4
Gateway Advisory, LLC 4
Bright Rock Capital Management, Llc 4
Koss-Olinger Consulting, LLC 4
Finward Bancorp 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 4
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 4
VCTPX - VALIC Co I - Inflation Protected Fund 4
Banque Transatlantique SA 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
Smith, Graham & Co., Investment Advisors, LP 4
Valmark Advisers, Inc. 4
MSH Capital Advisors LLC 4
Titus Wealth Management 4
D.B. Root & Company, LLC 4
Lansdowne Partners (uk) Llp 4
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 4
Mercer Capital Advisers, Inc. 4
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 4
Keene & Associates, Inc. 4
Tiedemann Trust Co 4
North Point Portfolio Managers Corp/oh 4
New Potomac Partners, LLC 4
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 4
Arbor Wealth Management, LLC 4
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 4
Lsp Investment Advisors, Llc 4
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
Naples Money Management LLC 4
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4
HTLF Bank 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
Sig Brokerage, Lp 4
Canal Capital Management, LLC 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
Voya Senior Income Fund 4
Sunflower Bank, N.A. 4
Criterion Capital Advisors, Llc 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 4
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 4
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Canandaigua National Corp 4
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 4
Amplify ETF Trust - Amplify Cleaner Living ETF 4
Prudent Man Advisors, LLC 4
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 4
Intelligence Driven Advisers, LLC 4
One Wealth Advisors, LLC 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 4
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 4
Signature Wealth Management Partners, LLC 4
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 4
Benedetti & Gucer, Inc. 4
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 4
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 4
PIMCO California Flexible Municipal Income Fund 4
Provident Wealth Management, LLC 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
Cowen Investment Management LLC 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
GVAL - Cambria ETF Trust - Cambria Global Value ETF 4
Towerpoint Wealth, LLC 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 4
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 4
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 4
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
Hall Laurie J Trustee 4
Waters Parkerson & Co., Llc 4
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 4
Invesco Value Municipal Income Trust 4
Winchester Group Inc. 4
First Commonwealth Financial Corp /pa/ 4
Invesco Advantage Municipal Income Trust Ii 4
Haber Trilix Advisors, Lp 4
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 4
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 4
American Fidelity Dual Strategy Fund Inc 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 4
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 4
Nuveen California Quality Municipal Income Fund 4
Gluskin Sheff & Assoc Inc 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 4
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
Nuveen California Amt-free Quality Municipal Income Fund 4
Invesco Dynamic Credit Opportunities Fund 4
Kingstone Capital Partners Texas, LLC 4
Roundview Capital LLC 4
Thomist Capital Management, LP 4
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
MeadowBrook Investment Advisors LLC 4
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 4
Oppenheimer Limited-term Bond Fund 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
Ntv Asset Management Llc 4
Kavar Capital Partners Group, Llc 4
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4
Invesco Municipal Trust 4
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 4
Boston Financial Mangement Llc 4
SeaBridge Investment Advisors LLC 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
Invesco Municipal Opportunity Trust 4
Budros, Ruhlin & Roe, Inc. 4
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 4
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 4
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 4
Advantage Trust Co 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
Havens Advisors Llc 4
Partnership Wealth Management, LLC 4
Diamant Asset Management, Inc. 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
Quotient Wealth Partners, LLC 4
Mayflower Financial Advisors, LLC 4
Traynor Capital Management, Inc. 4
Argyle Capital Management Inc. 4
Nuveen Equity Premium Opportunity Fund 4
Luken Investment Analytics, LLC 4
Briaud Financial Planning, Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Willis Investment Counsel 4
Fisher Funds Management LTD 4
Smith Chas P & Associates Pa Cpas 4
Watershed Asset Management, L.L.C. 4
Nilsine Partners, LLC 4
Financial Avengers, Inc. 4
Pinnacle West Asset Management, Inc. 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
FourThought Financial Partners, LLC 4
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 4
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 4
Advanced Series Trust - Ast High Yield Portfolio 4
First Western Trust Bank 4
First Trust High Yield Opportunities 2027 Term Fund 4
Advanced Series Trust - Ast International Growth Portfolio 4
Bank OZK 4
Fintrust Investment Advisory Services, Llc 4
Cassaday & Co Wealth Management LLC 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 4
Amussen Hunsaker Associates Llc 4
ECOAX - Managed Portfolio Series - Ecofin Global Renewables Infrastructure Fund A Class 4
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 4
Birmingham Capital Management Co Inc/al 4
Shufro Rose & Co Llc 4
D L Carlson Investment Group Inc 4
Vanguard Specialized Funds 4
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
Sage Capital Advisors,llc 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
Bigelow Investment Advisors, LLC 4
Castle Creek Arbitrage, LLC 4
Successful Portfolios LLC 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
Ironwood Investment Counsel, LLC 4
Ofi Invest Asset Management 4
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Bard Financial Services, Inc. 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
Deschaine & Company, Llc 4
Buckley Wealth Management, LLC 4
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 4
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
Bluefin Capital Management, Llc 4
Focus Financial Network Inc /adv 4
Bnc Wealth Management, Llc 4
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 4
Iron Financial, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 4
Chiron Capital Management, Llc 4
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 4
Aua Capital Management, Llc 4
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 4
Watermark Asset Management, Inc. 4
CTTLX - Calvert Management Series - Calvert Responsible Municipal Income Fund Class A 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
Legacy Wealth Asset Management, LLC 4
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 4
Inr Advisory Services Llc 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
Dimension Capital Management Llc 4
Copperwynd Financial, LLC 4
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 4
Citizens National Bank Trust Department 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Infrastructure Fund Class R6 4
Aries Wealth Management 4
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 4
Aip Series Trust 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Sequent Asset Management, LLC 4
Oppenheimer Commodity Strategy Total Return Fund 4
Vivaldi Capital Management, LLC 4
New Amsterdam Partners Llc/ny 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Holderness Investments Co 4
Spotlight Asset Group, Inc. 4
Cheviot Value Management, LLC 4
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 4
PCA Investment Advisory Services Inc. 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
PGIM Short Duration High Yield Opportunities Fund 4
AM Squared Ltd 4
Engrave Wealth Partners LLC 4
Morse Asset Management, Inc 4
Dunvegan Associates, Inc. 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
Titleist Asset Management, Llc 4
Castellan Group, LLC 4
Credential Securities Inc. 4
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 4
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 4
RMG Wealth Management LLC 4
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 4
Symmetry Investments LP 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
Financial Enhancement Group LLC 4
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 4
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 4
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 4
Seven Springs Wealth Group, LLC 4
Chilton Investment Co Llc 4
PAX Financial Group, LLC 4
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 4
Argent Advisors, Inc. 4
Aviso Wealth Management 4
Insight Advisors, LLC/ PA 4
Laidlaw Wealth Management LLC 4
HCR Wealth Advisors 4
Keebeck Wealth Management, LLC 4
Visionary Wealth Advisors 4
Williamson Legacy Group, LLC 4
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 4
Christopher J. Hasenberg, Inc 4
Tru Independence Asset Management 2, Llc 4
Invenomic Capital Management LP 4
Fwl Investment Management, Llc 4
Northstar Advisory Group, LLC 4
Detalus Advisors, LLC 4
Sage Rock Capital Management LP 4
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 4
Syntegra Private Wealth Group, LLC 4
Brooklands Fund Management Ltd 4
IFS Advisors, LLC 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Stockman Wealth Management, Inc. 4
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
Encompass Wealth Advisors, Llc 4
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 4
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 4
RB Capital Management, LLC 4
GREI - Goldman Sachs ETF Trust - Goldman Sachs Future Real Estate and Infrastructure Equity ETF 4
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 4
Blenheim Capital Management, BV 4
Austin Private Wealth, LLC 4
Virtus Alternative Investment Advisers, Inc. 4
Defined Wealth Management, Llc 4
Gilman Hill Asset Management, LLC 4
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 4
Fullerton Fund Management Co Ltd 4
Sone Capital Management, LLC 4
Delta Global Management LP 4
First United Bank Trust/ 4
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 4
Mattern Wealth Management LLC 4
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 4
Capitolis Liquid Global Markets LLC 4
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 4
Cpwm, Llc 4
Marshall Financial Group LLC 4
Marietta Wealth Management, LLC 4
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 4
Watson Rebecca 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
Hoese & Co LLP 4
DGS Capital Management, LLC 4
Barber Financial Group, Inc. 4
Tandem Investment Advisors, Inc. 4
Sage Private Wealth Group, Llc 4
GenTrust, LLC 4
CFICX - CALVERT FUND - Calvert Income Fund Class A 4
IVC Wealth Advisors LLC 4
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 4
Clear Perspectives Financial Planning, LLC 4
Firestone Capital Management 4
TBH Global Asset Management, LLC 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
Fourth Dimension Wealth, LLC 4
Keudell/Morrison Wealth Management 4
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 4
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 4
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 4
Guyasuta Investment Advisors Inc 4
Alliancebernstein Global High Income Fund Inc 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
Corrado Advisors, Llc 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 4
Goelzer Investment Management, Inc. 4
Private Advisory Group LLC 4
Peak Financial Advisors Llc 4
Advocate Group Llc 4
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 4
Stack Financial Management, Inc 4
Urban Wealth Management, LLC 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
Oxford Financial Group Ltd 4
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 4
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 4
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 4
Siena Capital Llc 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 4
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 4
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 4
Asset Planning Services, Ltd. 4
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
PENN SERIES FUNDS INC - Large Core Value Fund 4
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 4
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
DCM Advisors, LLC 4
Employers Holdings, Inc. 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 4
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 4
Investment Partners, Ltd. 4
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 4
Beverly Hills Private Wealth, LLC 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Quadcap Wealth Management, LLC 4
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 4
Compass Financial Advisors Llc 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
Peregrine Capital Management Llc 4
Values First Advisors, Inc. 4
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 4
Manning & Napier Advisors Llc 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
Rock Creek Group, LP 4
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
Strategic Capital Group LLC 4
Burford Brothers, Inc. 4
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 4
Hobbs Group Advisors, LLC 4
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 4
Schulhoff & Co Inc 4
Bridgewater Advisors Inc. 4
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 4
Highwater Wealth Management, LLC 4
Atw Spac Management Llc 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
MMCA - IndexIQ Active ETF Trust - IQ MacKay California Municipal Intermediate ETF 4
Nuveen Variable Rate Preferred & Income Fund 4
Probity Advisors, Inc. 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 4
Sierra Summit Advisors Llc 4
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 4
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
IEV - iSHARES TRUST - iShares Europe ETF 4
Tableaux Llc 4
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 4
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 4
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 4
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 4
Pekin Hardy Strauss, Inc. 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
SMITH HAYES Advisers, Inc 4
Davidson Kempner Capital Management LLC 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 4
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 4
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 4
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 4
Miller/howard High Income Equity Fund 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 4
Alpine Associates Advisors 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
First Citizens Bancorporation Inc 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
RBA Wealth Management, LLC 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 4
Smallwood Wealth Investment Management, LLC 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
Marble Harbor Investment Counsel, LLC 4
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
Gq Asset Management, Llc 4
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Violich Capital Management, Inc. 4
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 4
Wells Fargo Income Opportunities Fund 4
Ables, Iannone, Moore & Associates, Inc. 4
LWM Advisory Services, LLC 4
Alpine Series Trust 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
Leo Wealth, LLC 4
Omni Partners Llp 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
Rather & Kittrell, Inc. 4
Alpine Equity Trust 4
Western Asset Global Corporate Defined Opportunity Fund Inc. 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
Mizuho Bank, Ltd. 4
Cary Street Partners Asset Management Llc 4
Highland Capital Management Fund Advisors, L.p. 4
Adirondack Research & Management Inc. 4
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 4
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 4
Clearline Capital LP 4
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 4
Manteio Capital LLC 4
Trillium Asset Management, Llc 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
First County Bank /CT/ 4
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 4
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 4
Capstone Financial Advisors, Inc. 4
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
Ulland Investment Advisors, LLC 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 4
Penn Capital Management Co Inc 4
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 4
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
Nuance Investments, Llc 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
Princeton Capital Management Llc 4
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 4
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
Secure Asset Management, LLC 4
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 4
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
ARS Investment Partners, LLC 4
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 4
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 4
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 4
Kernodle & Katon Asset Management Group, LLC 4
VVMCX - VALIC Co I - Mid Cap Value Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
Lantz Financial LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
Cahill Financial Advisors Inc 4
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 4
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 4
Patten & Patten Inc/tn 4
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Retireful, LLC 4
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 4
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 4
Granite Bay Wealth Management, LLC 4
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 4
Grayhawk Investment Strategies Inc. 4
Leeward Investments, LLC - MA 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 4
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Lake Street Financial Llc 4
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
Perritt Capital Management Inc 4
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
Boston Family Office Llc 4
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 4
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 4
Vega Energy Gp, Llc 4
Edge Financial Advisors LLC 4
Henssler Funds Inc 4
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 4
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 4
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 4
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 4
Spartan Planning & Wealth Management 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
Wasatch Advisors Inc 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
Private Capital Management Inc 4
Epiphany Funds 4
LOM Asset Management Ltd 4
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
Klaas Financial Asset Advisors, LLC 4
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 4
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
Burnham Asset Management Corp /ny/ 3
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF 3
Honeywell International Inc 3
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 3
Baron Financial Group, LLC 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
Oxler Private Wealth LLC 3
Fiduciary Group LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 3
Everhart Financial Group, Inc. 3
StrongBox Wealth, LLC 3
Lourd Capital, LLC 3
E Fund Management (Hong Kong) Co., Ltd. 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 3
Veracity Capital LLC 3
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 3
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 3
KAMES CAPITAL management Ltd 3
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 3
Parr Mcknight Wealth Management Group, Llc 3
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 3
Liberty One Investment Management, Llc 3
Aberdeen Standard Global Infrastructure Income Fund 3
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 3
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 3
Beaumont Financial Partners, LLC 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 3
Elliott Investment Management L.P. 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Castlekeep Investment Advisors Llc 3
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 3
TRH Financial, LLC 3
Grant/GrossMendelsohn, LLC 3
Journey Advisory Group, LLC 3
Aprio Wealth Management, LLC 3
American Independence Financial Services LLC 3
Mattern Capital Management, Llc 3
Live Oak Private Wealth LLC 3
Okabena Investment Services Inc 3
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
Garrett Investment Advisors LLC 3
Mjp Associates Inc /adv 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 3
Alliance Wealth Advisors, LLC 3
Investor's Fiduciary Advisor Network, LLC 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
Marks Group Wealth Management, Inc 3
ForthRight Wealth Management, LLC 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 3
Three Seasons Wealth, LLC 3
Morgens Waterfall Vintiadis & Co Inc 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
Crumly & Associates Inc. 3
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 3
AMJ Financial Wealth Management 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
Black Swift Group, LLC 3
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
Rowland Carmichael Advisors Inc /adv 3
Hummer Financial Advisory Services Inc 3
Loveless Wealth Management LLC 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
Spdr S&p Midcap 400 Etf Trust 3
Highland Global Allocation Fund 3
BlackRock Multi-Sector Opportunities Trust II 3
Nuveen High Income 2023 Target Term Fund 3
AllianzGI Artificial Intelligence & Technology Opportunities Fund 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 3
Northstar Financial Companies, Inc. 3
Cleary Gull Holdings Inc. 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 3
Key Client Fiduciary Advisors, LLC 3
Vantage Financial Partners, LLC 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 3
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 3
apricus wealth, LLC 3
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
American Trust 3
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 3
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 3
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 3
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 3
Ardevora Asset Management LLP 3
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
BARING ASSET MANAGEMENT Ltd 3
Yelin Lapidot Holdings Management Ltd. 3
Bourgeon Capital Management Llc 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
Armistice Capital, Llc 3
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 3
Crossvault Capital Management LLC 3
Court Place Advisors, LLC 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 3
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
Proffitt & Goodson Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 3
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 3
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 3
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 3
Titleist Asset Management, Ltd. 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
Artemis Wealth Advisors, LLC 3
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 3
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
Perennial Investment Advisors, LLC 3
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
Gibson Wealth Advisors LLC 3
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Carroll Investors, Inc 3
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 3
Tealwood Asset Management Inc 3
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
Sterling Investment Counsel, LLC 3
ICW Investment Advisors LLC 3
De Burlo Group Inc 3
LGT Group Foundation 3
Investmark Advisory Group LLC 3
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 3
Offit Capital Advisors Llc 3
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 3
Oceanic Investment Management LTD 3
Bulldog Investors, LLP 3
Powers Advisory Group, LLC 3
Grace & White Inc /ny 3
Lockerman Financial Group, Inc. 3
Alley Investment Management Company, LLC 3
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 3
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Mechanics Financial Corp 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 3
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
Kraematon Investment Advisors, Inc 3
Clear Sky Advisers, LLC 3
Minot Wealth Management LLC 3
Novare Capital Management Llc 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
NCM Capital Management, LLC 3
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
L.m. Kohn & Company 3
Cherokee Insurance Co 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
BFIX - Build Funds Trust - Build Bond Innovation ETF 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
Pzena Investment Management Llc 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
Northwest Bancshares, Inc. 3
Evercore Trust Company, N.A. 3
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 3
XML Financial, LLC 3
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 3
Intelligent Financial Strategies 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 3
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 3
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 3
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 3
Greenfield Savings Bank 3
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 3
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 3
Seminole Management Co., Inc. 3
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 3
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 3
Tevis Investment Management 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 3
Latitude Advisors, LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
IMIEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Intermediate Municipal Income Portfolio Class I 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
KerberRose Wealth Management, LLC 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 3
Traub Capital Management LLC 3
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
Northstar Investment Advisors Llc 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
Bivin & Associates, Inc. 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
Baxter Bros Inc 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
British Airways Pensions Investment Management Ltd 3
Horizons Wealth Management 3
Boreal Capital Management LLC 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
PACIFIC SELECT FUND - Comstock Portfolio Class I 3
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 3
Markston International Llc 3
Sigma Investment Counselors Inc 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
BTC Capital Management, Inc. 3
Telos Capital Management, Inc. 3
Wahed Invest LLC 3
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Mill Capital Management, LLC 3
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 3
Redmont Wealth Advisors Llc 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 3
Second Half Financial Partners, LLC 3
Kahn Brothers Group Inc /de/ 3
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 3
Gibbs Wealth Management 3
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 3
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
Win Advisors, Inc 3
SeaTown Holdings Pte. Ltd. 3
Zazove Associates Llc 3
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
Lbmc Investment Advisors, Llc 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
Marion Wealth Management 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
Summitry Llc 3
MIPBX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Municipal Income Portfolio Class I 3
Pinnacle Advisory Group, Inc. 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
NMIEX - Northern Funds - Active M International Equity Fund 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
NOTEX - Northern Funds - Northern Tax-exempt Fund 3
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 3
Cincinnati Insurance Co 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
Guardian Wealth Advisors, Llc / Nc 3
James J. Burns & Company, LLC 3
Mesirow Institutional Investment Management, Inc. 3
W.H. Cornerstone Investments Inc. 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
Exos TFP Holdings LLC 3
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 3
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 3
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 3
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
Westerkirk Capital Inc. 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 3
Pictet North America Advisors SA 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 3
Icon Wealth Advisors, LLC 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
Howland Capital Management Llc 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A 3
Chapin Davis, Inc. 3
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 3
Charles Schwab Trust Co 3
Ambassador Advisors, LLC 3
Blackrock Dividend Income Trust 3
Breakwater Capital Group 3
Morgan Stanley Global Infrastructure Fund 3
Compass Financial Group, INC/SD 3
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 3
Dms Funds 3
Mariner Investment Group Llc 3
Integris Wealth Management, LLC 3
Lesa Sroufe & Co 3
Himension Fund 3
Alliance Wealth Advisors, LLC /UT 3
HBW Advisory Services LLC 3
Insight Folios Inc 3
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 3
Bluepoint Investment Series Trust 3
Pinnbrook Capital Management Lp 3
Hobart Private Capital, LLC 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
Tanglewood Legacy Advisors, LLC 3
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 3
Clear Creek Financial Management, LLC 3
Tranquility Partners, LLC 3
Delap Wealth Advisory, Llc 3
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 3
Henrickson Nauta Wealth Advisors, Inc. 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
Shilanski & Associates, Inc. 3
Delta Financial Group, Inc. 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
III Capital Management 3
Core Wealth Partners LLC 3
SC&H Financial Advisors, Inc. 3
Barnes Pettey Financial Advisors, Llc 3
Mosaic Family Wealth Partners, Llc 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
Zhang Financial LLC 3
Ccg Wealth Management, Llc 3
Curat Global, LLC 3
Waycross Partners, Llc 3
LMG Wealth Partners, LLC 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 3
Means Investment Co., Inc. 3
Board of Trustees of The Leland Stanford Junior University 3
Aegon Asset Management Uk Plc 3
Trinity Legacy Partners, LLC 3
Fs Multi-alternative Income Fund 3
Centric Wealth Management 3
Quilter Plc 3
Van Leeuwen & Company, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
Swaine & Leidel Wealth Services, Llc 3
Peachtree Investment Partners, LLC 3
Covenant Partners, LLC 3
Hilltop Partners LLC 3
Full Sail Capital, LLC 3
One Fin Capital Management LP 3
MorganRosel Wealth Management, LLC 3
Greenhouse Wealth Management, LLC 3
Phillips Wealth Planners LLC 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
New World Advisors LLC 3
Aurelius Capital Management, LP 3
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 3
Numerai GP LLC 3
Guidance Point Advisors, LLC 3
Outlook Wealth Advisors, LLC 3
Antara Capital LP 3
Masso Torrence Wealth Management Inc. 3
Nekton Capital Ltd. 3
Lehman & Derafelo Financial Resources LLC 3
Susquehanna International Group Ltd. 3
Good Steward Wealth Advisors,LLC 3
Little House Capital Llc 3
Security Benefit Life Insurance Co /ks/ 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 3
Gateway Wealth Partners, LLC 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Sound View Wealth Advisors, Llc 3
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 3
Apexium Financial, Lp 3
LaSalle St. Investment Advisors, LLC 3
Tema ETF Trust - Tema Electrification ETF 3
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 3
Alan B. Lancz & Associates, Inc. 3
Moody Lynn & Lieberson, Llc 3
FLC Capital Advisors 3
FORM Wealth Advisors, LLC 3
TPG Financial Advisors, LLC 3
Acima Private Wealth, Llc 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
Shulman DeMeo Asset Management LLC 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
Beacon Pointe Wealth Advisors, Llc 3
Hurlow Wealth Management Group, Inc. 3
Signet Investment Advisory Group, Inc. 3
Scott Marsh Financial, LLC 3
Wambolt & Associates, LLC 3
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 3
Landsberg, Bennett, & Dubbaneh LLC 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
Reitz Capital Advisors LLC 3
Plimoth Trust Co Llc 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
Franklin BSP Private Credit Fund 3
Penn Mutual Asset Management, LLC 3
Revolve Wealth Partners, LLC 3
Monte Financial Group, LLC 3
Portfolio Strategies, Inc. 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
Andesa Financial Management Inc. 3
Steigerwald, Gordon & Koch Inc. 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF 3
German American Bancorp, Inc. 3
Cynosure Advisors, Llc 3
Blackrock Multi-sector Opportunities Trust 3
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 3
Rice Partnership, LLC 3
Hartford Funds Management Co LLC 3
Wells Trecaso Financial Group, LLC 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
USAdvisors Wealth Management, LLC 3
Q3 Asset Management 3
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 3
Resource Management, LLC 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 3
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 3
Biltmore Family Office, LLC 3
Fort Baker Capital Management LP 3
Woodard & Co Asset Management Group Inc /adv 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
Slow Capital, Inc. 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Strategic Capital Advisers, Inc. 3
North Ridge Wealth Advisors, Inc. 3
Profunds - Profund Vp Mid-cap Value 3
Silverleafe Capital Partners, LLC 3
Partners Capital Investment Group, Llp 3
Bell & Brown Wealth Advisors, Llc 3
Profunds - Profund Vp Ultramid-cap 3
Lucia Wealth Services, Llc 3
Grey Street Capital, LLC 3
Bowman & Co S.C. 3
Legacy Capital Group California, Inc. 3
Stansberry Asset Management, Llc 3
Ballast, Inc. 3
Pegasus Asset Management, Inc. 3
Consolidated Portfolio Review Corp 3
Riverwater Partners LLC 3
Wealthstreet Investment Advisors, LLC 3
Rexford Capital Inc 3
GHII - Invesco Exchange-Traded Fund Trust II - Invesco S&P High Income Infrastructure ETF 3
CBOE Vest Financial, LLC 3
Argent Trust Co 3
Manning & Napier Group, LLC 3
National Wealth Management Group, LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Putnam Fund For Growth & Income 3
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 3
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 3
3Chopt Investment Partners, LLC 3
First Washington CORP 3
Renasant Bank 3
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 3
Usca All Terrain Fund 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
North Capital, Inc. 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
Exos Asset Management LLC 3
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 3
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 3
CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
Bmc Fund Inc 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 3
Mb, Levis & Associates, Llc 3
Boston Research & Management Inc 3
Lazari Capital Management, Inc. 3
Blackrock Investment Quality Municipal Trust Inc. 3
Carderock Capital Management Inc 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Blackrock Long-term Municipal Advantage Trust 3
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 3
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 3
Blackrock Floating Rate Income Trust 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 3
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 3
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 3
Mfs Municipal Income Trust 3
Oder Investment Management, LLC 3
Kolinsky Wealth Management, LLC 3
TKG Advisors, LLC 3
Genus Capital Management Inc. 3
Atlantic Private Wealth, LLC 3
Virginia Wealth Management Group, Inc. 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
Intrepid Capital Management Inc 3
Clear Street Llc 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
Agran Libbie 3
Oppenheimer Dividend Opportunity Fund 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 3
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 3
Neuberger Berman California Intermediate Municipal Fund Inc 3
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 3
Advent/claymore Enhanced Growth & Income Fund 3
Eaton Vance Short Duration Diversified Income Fund 3
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 3
EWP - iShares, Inc. - iShares MSCI Spain ETF 3
Advent Claymore Convertible Securities & Income Fund Ii 3
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 3
Thomaspartners, Inc. 3
Cantor Fitzgerald, L. P. 3
Global Opportunities Portfolio - Global Opportunities Portfolio 3
First Trust High Income Long/short Fund 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
John Hancock Investment Trust Iii 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 3
Sentinel Group Funds Inc 3
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 3
Roberts Glore & Co Inc /il/ 3
Fdp Series, Inc. 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
Pandora Wealth, Inc. 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
Deutsche Municipal Income Trust 3
Prosperity Financial Group, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
Virtus Global Multi-sector Income Fund 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 3
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 3
FGBKX - FRANKLIN TAX FREE TRUST - Franklin Municipal Green Bond Fund Advisor Class 3
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 3
Oppenheimer Global Multi Strategies Fund 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 3
Iams Wealth Management, Llc 3
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
Thirdline Real Estate Income Fund 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
Plan Investment Fund Inc 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
Western Asset Premier Bond Fund 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 3
Halsey Associates Inc/ct 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 3
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 3
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 3
Rogco, Lp 3
Knollwood Investment Advisory, LLC 3
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A 3
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 3
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 3
Team Financial Group, LLC 3
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 3
Templeton Dragon Fund Inc 3
Sand Hill Global Advisors, LLC 3
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 3
Revisor Wealth Management LLC 3
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 3
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Elliott Management Corporation 3
Moss Adams Wealth Advisors LLC 3
Tiger Management L.l.c. 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
Brahman Capital Corp. 3
Core Bond Portfolio - Core Bond Portfolio 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 3
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 3
Hudson Value Partners, LLC 3
Fcg Advisors, Llc 3
Eaton Vance Senior Income Trust 3
Oppenheimer Main Street Mid Cap Fund 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
Thrive Capital Management, LLC 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
Gabelli Go Anywhere Trust 3
Nuveen High Income December 2018 Target Term Fund 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
FS Series Trust - FS Market Neutral Fund Class I 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3
ARS Wealth Advisors Group, LLC 3
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 3
South Street Advisors LLC 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 3
Cultivar Capital, Inc. 3
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 3
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 3
Trueblood Wealth Management, LLC 3
Gruss Capital Management LP 3
Capital Management Associates, Inc 3
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 3
Blackrock Muniholdings Quality Fund Ii, Inc. 3
Blackrock Taxable Municipal Bond Trust 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
Dfa Investment Trust Co - The Dfa International Value Series 3
Prudential Global Short Duration High Yield Fund, Inc. 3
Eaton Vance Municipal Income 2028 Term Trust 3
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 3
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 3
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 3
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 3
Blackrock Floating Rate Income Strategies Fund, Inc. 3
Girard Securities, Inc. 3
Blackrock Munivest Fund, Inc. 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
Dfa Investment Trust Co - The Emerging Markets Series 3
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 3
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Cetera Trust Company, N.A 3
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 3
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 3
Cassia Capital Partners, LLC 3
Rpo Llc 3
VCI Wealth Management LLC 3
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
Invesco California Value Municipal Income Trust 3
Patrick M Sweeney & Associates, Inc 3
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 3
Nuveen California Municipal Value Fund Inc 3
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 3
Invesco Trust For Investment Grade Municipals 3
Invesco Quality Municipal Income Trust 3
Huber Financial Advisors, Llc 3
Epstein & White Financial LLC 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
New Century Financial Group, LLC 3
WoodTrust Financial Corp 3
Alamea Verwaltungs GmbH 3
Sawyer & Company, Inc 3
Oak Point Wealth Management 3
XR Securities LLC 3
Winthrop Capital Management, LLC 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
Gs Investments, Inc. 3
Stablepoint Partners, LLC 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
Phoenix Holdings Ltd. 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
Caisse Des Depots Et Consignations 3
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 3
Summit Financial Group, Inc. 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
Portfolio Design Labs, LLC 3
Burkett Financial Services, Llc 3
Franklin, Parlapiano, Turner & Welch, LLC 3
Adalta Capital Management LLC 3
Apollon Financial, LLC 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Wiser Advisor Group LLC 3
CFO4Life Group, LLC 3
Founders Capital Management 3
Outfitter Financial LLC 3
PenderFund Capital Management Ltd. 3
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 3
FCG Investment Co 3
Signal Advisors Wealth, LLC 3
Lincoln Capital Corp 3
New Perspective Fund 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
Calvert Impact Fund Inc 3
Worth Venture Partners, LLC 3
Vermillion & White Wealth Management Group, LLC 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 3
Camden National Bank 3
EAM Investors, LLC 3
Empire Life Investments Inc. 3
Old Mission Capital, Llc 3
LeJeune Puetz Investment Counsel LLC 3
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 3
Bcm Advisors, Llc 3
Polymer Capital Management (HK) LTD 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
Smith Shellnut Wilson Llc /adv 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
JT Stratford LLC 3
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 3
Fusion Family Wealth LLC 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
Lakeridge Wealth Management LLC 3
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 3
Abbrea Capital, LLC 3
Sarofim Fayez 3
Canopy Partners, LLC 3
Hourglass Capital, Llc 3
Radnor Capital Management, LLC 3
Equity Investment Corp 3
Inspire Trust Co, N.a. 3
Paragon Wealth Strategies, LLC 3
Bnp Paribas 3
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 3
Robinson Value Management, Ltd. 3
AustralianSuper Pty Ltd 3
Share Andrew L. 3
Clayton Financial Group LLC 3
Eagle Boston Investment Management Inc 3
Blue Barn Wealth, LLC 3
AlTi Global, Inc. 3
Spectrum Wealth Counsel, LLC 3
Oracle Alpha Inc. 3
Susquehanna Advisors Group, Inc. 3
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 3
Quad Capital Management Advisors LLC 3
Day & Ennis, LLC 3
Nicholas Hoffman & Company, LLC. 3
Proathlete Wealth Management Llc 3
Wilson, Kemp & Associates, Inc. 3
Boit C F David 3
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 3
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
Banyan Partners, LLC 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
KAMES CAPITAL management Ltd 3
Valley National Bancorp 3
Loeb Offshore Management LP 3
Q Global Advisors, LLC 3
Moody Aldrich Partners Llc 3
Cornerstone Financial Partners, LLC 3
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 3
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 3
Pinnacle Wealth Management Group, Inc. 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
Cortland Advisers Llc 3
Spears Abacus Advisors LLC 3
NexPoint Credit Strategies Fund 3
Cohen & Co Financial Management, LLC 3
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
Eos Management, L.P. 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
Birch Hill Investment Advisors LLC 3
Partners Group Holding AG 3
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 3
Bluestein R H & Co 3
Black Maple Capital Management LP 3
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 3
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 3
Cna Financial Corp 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
JBR Co Financial Management Inc 3
Stelac Advisory Services LLC 3
Summit Partners Public Asset Management, Llc 3
Burren Capital Advisors Ltd 3
MGB Wealth Management, LLC 3
Montage Investments, Llc 3
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 3
Trellus Management Company, LLC 3
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 3
Hall Kathryn A. 3
VACVX - VALIC Co II - Large Cap Value Fund 3
Scholtz & Company, Llc 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Managed Asset Portfolios, Llc 3
Tide Point Capital Management, Lp 3
Piper Sandler & Co. 3
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF 3
Seeds Investor Llc 3
APG Asset Management US Inc. 3
Nokota Management, LP 3
Wealth Group, Ltd. 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
Rockport Wealth LLC 3
Sienna Gestion 3
Spirepoint Private Client, Llc 3
Bloom Tree Partners, Llc 3
Peoples Bank /oh 3
Central Asset Investments & Management Holdings (HK) Ltd 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
New England Private Wealth Advisors LLC 3
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 3
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 3
Lipe & Dalton 3
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 3
Wills Financial Group, Inc. 3
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
McGowan Group Asset Management, Inc. 3
Traphagen Investment Advisors Llc 3
POM Investment Strategies, LLC 3
Sandell Asset Management Corp 3
LVZ Advisors, Inc. 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
Weaver Capital Management LLC 3
Wafra Inc. 3
Cooper Creek Partners Management Llc 3
Clear Point Advisors Inc. 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
Gratia Capital, Llc 3
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 3
Shapiro Capital Management Llc 3
Marshall & Sullivan Inc /wa/ 3
Zions Trust, National Association 3
RKL Wealth Management LLC 3
Corundum Group, Inc. 3
Rovida Advisors Inc. 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 3
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 3
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
Adams Hall Wealth Advisors, LLC 3
Princeton Capital Management Inc 3
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 3
Douglas Lane & Associates, LLC 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Arcus Capital Partners, LLC 3
Confluence Wealth Management LLC 3
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
High Falls Advisors, Inc 3
Bridge Creek Capital Management LLC 3
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 3
Charter Research & Investment Group, Inc. 3
York Capital Management Global Advisors, LLC 3
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
Sasco Capital Inc / Ct/ 3
Lcnb Corp 3
Corsicana & Co. 3
Chicago Capital Management, LLC 3
Wealth Management Associates, Inc. 3
EFG Asset Management (Americas) Corp. 3
Wood Asset Management Inc 3
Strategic Global Advisors, LLC 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
Smith, Salley & Associates 3
Acadia Trust Na 3
GM Advisory Group, Inc. 3
Shaker Investments Llc/oh 3
Drucker Wealth 3.0, LLC 3
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 3
Columbia Asset Management 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
East Coast Asset Management, LLC. 3
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 3
Westover Capital Advisors, LLC 3
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 3
Aureus Asset Management, LLC 3
Sentinel Asset Management, Inc. 3
Primecap Management Co/ca/ 3
TCW ETF Trust - TCW Flexible Income ETF 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Gyrus Investment Management Inc. 3
New World Fund Inc 3
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 3
Hendley & Co Inc 3
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 3
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 3
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 3
Cornerstone Investment Partners, LLC 3
Nicholson Wealth Management Group, LLC 3
Berkshire Asset Management Llc/pa 3
Heritage Investors Management Corp 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
Old North State Wealth Management, LLC 3
Harbour Investment Management Llc 3
Summit Financial Wealth Advisors, LLC 3
Mitchell Mcleod Pugh & Williams Inc 3
Biltmore Wealth Management, LLC 3
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 3
Anchorage Capital Group, L.L.C. 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Arbor Investment Advisors, LLC 3
MASTERINVEST Kapitalanlage GmbH 3
Ckw Financial Group 3
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 3
Accredited Investors Inc. 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
Ninety One UK Ltd 3
Blake Schutter Theil Wealth Advisors, LLC 3
Tiemann Investment Advisors, Llc 3
Kingfisher Capital LLC 3
Kennebec Savings Bank 3
MidAtlantic Capital Management, Inc. 3
Elyxium Wealth, LLC 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
Capital Investment Counsel, Inc 3
Taylor Wealth Management Partners 3
RNRG - Global X Funds - Global X YieldCo & Renewable Energy Income ETF 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
Safe Harbor Fiduciary, LLC 3
Diversified Enterprises, LLC 3
Emerson Investment Management, Llc 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 3
Diversified Portfolios, Inc. 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 3
Bares Capital Management, Inc. 3
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 3
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 3
Texan Capital Management 3
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 3
Passport Capital, LLC 3
Hurley Capital, LLC 3
Wealth Architects, LLC 3
South Georgia Capital, Llc 3
Aristides Capital LLC 3
Adirondack Funds 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
Invst, LLC 3
Cobalt Capital Management, Inc. 3
Thomas Story & Son Llc 3
Scoggin Management Lp 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 3
Terra Nova Asset Management LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Capital Group KKR Core Plus (plus) 3
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
New England Research & Management, Inc. 3
Carlson Capital Management 3
Lawson Kroeker Investment Management Inc/ne 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
Burke & Herbert Bank & Trust Co 3
Baker Boyer National Bank 3
Arcadia Investment Advisors Llc 3
Interactive Financial Advisors 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 3
Uniplan Investment Counsel, Inc. 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
Peachtree Investment Advisors, Inc. 3
Florida Financial Advisors, Llc 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
Westmount Partners, LLC 3
Board of the Pension Protection Fund 3
Decker Retirement Planning Inc. 3
Retirement Wealth Solutions LLC 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Jacobs & Co/ca 3
Genesis Private Wealth, Llc 3
Stewart & Patten Co Llc 3
Challenger Wealth Management 3
Donald L. Hagan, LLC 3
Portfolio Solutions, LLC 3
BlackRock ETF Trust II - iShares High Yield Muni Active ETF 3
Forte Capital Llc /adv 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
Financial Advisory Service, Inc. 3
Avantra Family Wealth, Inc. 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
Berylson Capital Partners, Llc 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 3
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 3
Hayek Kallen Investment Management 3
Rice Hall James & Associates, Llc 3
Jolley Asset Management, LLC 3
Glenhill Advisors Llc 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
Compass Financial Services Inc 3
Clal Insurance Enterprises Holdings Ltd 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
SignalPoint Asset Management, LLC 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
Silphium Asset Management Ltd 3
Lionshead Wealth Management, LLC 3
JCIC Asset Management Inc. 3
Chatham Capital Group, Inc. 3
Europacific Growth Fund 3
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
Midas Management Corp 3
Polar Capital Holdings Plc 3
Spinnaker Trust 3
Davy Global Fund Management Ltd 3
Centricity Wealth Management, LLC 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
Regency Capital Management Inc.\DE 3
Integre Asset Management, LLC 3
Stonnington Group, Llc 3
Argentarii, LLC 3
Riverbend Wealth Management, LLC 3
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 3
Wealth High Governance Capital Ltda 3
Maple Capital Management, Inc. 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
American Trust Investment Advisors, LLC 3
Steinberg Global Asset Management 3
Greykasell Wealth Strategies, Inc. 3
Palumbo Wealth Management LLC 3
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 3
IPG Investment Advisors LLC 3
Clark Financial Services Group Inc /bd 3
Ares Management Llc 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
Causeway Capital Management Llc 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
RD Lewis Holdings, Inc. 3
Cortina Asset Management, LLC 3
Murphy & Mullick Capital Management Corp 3
BIT Capital GmbH 3
AssuredPartners Investment Advisors, LLC 3
C WorldWide Group Holding A/S 3
Prospector Partners Llc 3
Strategic Planning, Inc. 3
Spectrum Asset Management, Inc. (NB/CA) 3
Westchester Capital Management, LLC 3
Adams Asset Advisors, LLC 3
Albert D Mason Inc 3
Norris Perne & French Llp/mi 3
Inspirion Wealth Advisors, Llc 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
Barry Investment Advisors, LLC 3
Blue Fin Capital, Inc. 3
Cutler Capital Management, LLC 3
Monumental Financial Group Inc. 3
Blackthorn Investment Group Llc 3
Steadfast Capital Management Lp 3
Susquehanna Trust & Investment Co 3
GKV Capital Management Co., Inc. 3
RQSI Ltd 3
Fragasso Group Inc. 3
Diligent Investors, LLC 3
Charter Capital Management, LLC\DE 3
Point View Wealth Management, Inc. 3
Quantessence Capital LLC 3
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 3
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 3
Parsec Financial Management, Inc. 3
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 3
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 3
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 3
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 3
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 3
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
Better Money Decisions, LLC 3
Chapman Financial Group, Llc 3
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Old Dominion Capital Management Inc 3
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
Edmond De Rothschild (suisse) S.a. 3
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
Caldwell & Orkin Inc 3
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 3
Emerald Advisers, Llc 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF 3
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Shay Capital LLC 3
Kensico Capital Management Corp 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 3
Systematic Alpha Investments, LLC 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 3
AEICX - MUTUAL FUND SERIES TRUST - AlphaCentric Energy Income Fund Class C 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 3
Sax Wealth Advisors, Llc 3
Eads & Heald Wealth Management 3
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 3
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
Weatherly Asset Management L. P. 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 3