Commercial Banks - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 1654
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 1575
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 1558
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 1505
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 1462
UBS Group AG 1460
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 1455
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 1418
Proequities, Inc. 1406
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 1405
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 1394
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 1389
Morgan Stanley 1337
Susquehanna International Group, Llp 1334
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 1329
Royal Bank Of Canada 1305
Citadel Advisors Llc 1302
Jane Street Group, Llc 1283
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 1271
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 1252
Bank Of America Corp /de/ 1247
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 1233
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 1230
Advisor Group Holdings, Inc. 1181
Wells Fargo & Company/mn 1180
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 1171
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 1168
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 1161
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 1153
Jpmorgan Chase & Co 1099
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 1083
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 1045
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 1038
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 1023
LPL Financial LLC 1022
IFP Advisors, Inc 1021
Fmr Llc 1020
Goldman Sachs Group Inc 1020
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 1007
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 998
Pnc Financial Services Group, Inc. 998
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 987
Tower Research Capital LLC (TRC) 956
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 948
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 945
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 936
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 934
Envestnet Asset Management Inc 922
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 917
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 917
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 903
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 901
Bank Of Montreal /can/ 900
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 896
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 893
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 888
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 884
Citigroup Inc 884
Cwm, Llc 880
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 870
Ladenburg Thalmann Financial Services Inc 841
BlackRock, Inc. 836
Commonwealth Equity Services, Llc 828
Ameriprise Financial Inc 828
Cambridge Investment Research Advisors, Inc. 817
Raymond James Financial Inc 817
Raymond James Financial Services Advisors, Inc. 815
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 815
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 801
Advisor Group, Inc. 789
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 789
Northwestern Mutual Wealth Management Co 786
Raymond James & Associates 785
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 784
Stifel Financial Corp 781
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 781
Steward Partners Investment Advisory, Llc 772
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 768
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 764
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 762
Deutsche Bank Ag\ 761
Six Circles Trust - Six Circles Global Bond Fund 760
Us Bancorp \de\ 759
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 755
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 751
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 749
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 746
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 743
Creative Planning 740
Barclays Plc 733
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 733
Advisory Services Network, LLC 729
GWM Advisors LLC 726
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 720
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 714
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 710
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 709
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 706
Captrust Financial Advisors 693
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 687
Bank of New York Mellon Corp 687
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 683
HighTower Advisors, LLC 682
Harbour Investments, Inc. 682
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 680
American International Group, Inc. 680
Janney Montgomery Scott LLC 674
Old Mission Capital Llc 673
Allworth Financial LP 658
Private Advisor Group, LLC 658
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 656
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 655
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 652
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 652
Cetera Investment Advisers 651
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 650
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 650
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 650
Comerica Bank 650
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 647
Cetera Advisor Networks LLC 643
Farther Finance Advisors, LLC 631
Manufacturers Life Insurance Company, The 629
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 625
Global Retirement Partners, LLC 622
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 621
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 619
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 618
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 617
Geneos Wealth Management Inc. 617
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 617
Ubs Ag 616
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 612
Truist Financial Corp 609
MASTER BOND LLC - Master Total Return Portfolio 604
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 599
SG Americas Securities, LLC 599
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 596
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 592
Mml Investors Services, Llc 591
Kestra Advisory Services, LLC 591
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 586
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 585
Rockefeller Capital Management L.P. 584
Mariner, LLC 579
Flow Traders U.s. Llc 578
Renaissance Technologies Llc 578
Hrt Financial Lp 576
Kcg Holdings, Inc. 575
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 565
American Portfolios Advisors 565
Northern Trust Corp 564
Invesco Ltd. 564
AE Wealth Management LLC 563
NOBOX - Northern Funds - Northern Bond Index Fund 563
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 561
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 554
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 550
Parallax Volatility Advisers, L.P. 550
Credit Suisse Ag/ 550
Stratos Wealth Partners, LTD. 549
Millennium Management Llc 547
Principal Securities, Inc. 546
Fifth Third Bancorp 545
Parallel Advisors, LLC 543
Bnp Paribas Arbitrage, Sa 542
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 542
Virtu Financial LLC 542
Assetmark, Inc 541
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 539
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 538
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 537
Huntington National Bank 534
Cetera Advisors LLC 533
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 524
NEXT Financial Group, Inc 516
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 513
Bessemer Group Inc 513
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 513
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 511
Alliancebernstein L.p. 507
Sei Investments Co 506
MetLife Securities, Inc 506
Signaturefd, Llc 505
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 505
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 500
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 500
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 500
Benjamin F. Edwards & Company, Inc. 499
Qube Research & Technologies Ltd 499
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 499
Vanguard Group Inc 498
Ameritas Investment Partners, Inc. 496
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 491
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 489
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 488
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 488
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 488
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 486
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 485
Belpointe Asset Management LLC 484
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 483
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 482
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 480
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 476
Geode Capital Management, Llc 474
Private Trust Co Na 474
Simplex Trading, Llc 474
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 474
Thrivent Financial For Lutherans 474
Two Sigma Investments, Lp 473
Ameritas Advisory Services, LLC 473
Jones Financial Companies Lllp 473
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 471
State Street Corp 471
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 470
CoreCap Advisors, LLC 470
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 469
Wealth Enhancement Advisory Services, Llc 467
AdvisorNet Financial, Inc 466
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 466
O'shaughnessy Asset Management, Llc 463
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 462
Two Sigma Securities, Llc 461
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 460
First Trust Advisors Lp 460
EverSource Wealth Advisors, LLC 460
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 458
Atria Investments Llc 458
Charles Schwab Investment Management Inc 456
Avantax Advisory Services, Inc. 455
Money Concepts Capital Corp 455
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 454
Spire Wealth Management 453
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 453
Russell Investments Group, Ltd. 453
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 452
Sowell Financial Services LLC 452
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 451
MAI Capital Management 451
Dimensional Fund Advisors Lp 449
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 448
Orion Portfolio Solutions, LLC 448
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 446
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 446
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 444
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 443
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 442
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 442
Wolverine Trading, Llc 439
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 437
STFBX - Advisers Investment Trust - State Farm Balanced Fund 435
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 435
Parametric Portfolio Associates Llc 434
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 434
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 432
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 432
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 431
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 431
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 430
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 429
Wellington Management Group Llp 427
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 426
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 426
New York State Common Retirement Fund 425
First Horizon Advisors, Inc. 425
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 423
Rhumbline Advisers 423
National Asset Management, Inc. 423
BlackRock Investment Management, LLC 423
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 423
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 420
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 419
SRS Capital Advisors, Inc. 419
Atria Wealth Solutions, Inc. 418
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 418
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 418
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 417
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 417
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 417
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 417
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 417
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 416
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 416
Larson Financial Group LLC 415
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 414
JNL SERIES TRUST - JNL Bond Index Fund (I) 414
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 413
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 413
D.a. Davidson & Co. 409
CIBC Private Wealth Group, LLC 409
Aqr Capital Management Llc 408
Creative Financial Designs Inc /adv 407
Victory Capital Management Inc 406
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 406
Sigma Planning Corp 405
Brinker Capital Investments, LLC 403
Gradient Investments LLC 403
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 402
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 400
Acadian Asset Management Llc 399
Prelude Capital Management, Llc 399
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 399
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 399
Glenmede Trust Co Na 398
Legal & General Group Plc 398
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 397
California State Teachers Retirement System 396
BRACX - Blackrock Allocation Target Shares - Bats Series C 394
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 393
Panagora Asset Management Inc 392
Prospera Financial Services Inc 392
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 392
Meeder Asset Management Inc 392
First Allied Advisory Services, Inc. 391
BlackRock Fund Advisors 391
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 390
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 389
California Public Employees Retirement System 389
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 388
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 386
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 386
Nuveen Asset Management, LLC 386
International Assets Investment Management, Llc 385
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 384
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 383
Marshall Wace, Llp 382
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 381
Mercer Global Advisors Inc /adv 380
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 380
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 380
Blair William & Co/il 379
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 377
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 377
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 377
Prudential Financial Inc 376
Baird Financial Group, Inc. 376
Ameritas Investment Corp 376
Commonwealth Equity Services, Inc 374
United Capital Financial Advisers, Llc 373
Franklin Resources Inc 373
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 373
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 373
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 372
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 371
Sunbelt Securities, Inc. 371
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 371
Bridgeway Capital Management Inc 370
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 370
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 370
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 369
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 369
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 369
Coldstream Capital Management Inc 368
Two Sigma Advisers, Lp 367
D. E. Shaw & Co., Inc. 366
Patriot Financial Group Insurance Agency, LLC 366
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 365
Brookstone Capital Management 365
Hsbc Holdings Plc 364
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 364
Wealthcare Advisory Partners LLC 363
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 363
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 362
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 362
Federated Hermes, Inc. 362
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 361
American Century Companies Inc 361
Ronald Blue Trust, Inc. 360
Snowden Capital Advisors LLC 360
GAMMA Investing LLC 358
Resources Investment Advisors, LLC. 358
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 357
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 357
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 357
BlackRock Institutional Trust Company, N.A. 356
Capital Analysts, Inc. 355
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 355
Teachers Advisors, Llc 354
Capital Investment Advisory Services, LLC 354
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 353
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 352
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 352
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 352
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 352
Massmutual Trust Co Fsb/adv 351
Integrated Wealth Concepts LLC 351
Strs Ohio 349
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 349
Centaurus Financial, Inc. 349
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 348
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 348
Ubs Asset Management Americas Inc 347
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 347
Great West Life Assurance Co /can/ 346
Squarepoint Ops LLC 346
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 344
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 344
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 344
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 344
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 343
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 343
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 342
Cerity Partners LLC 342
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 342
Tiaa Cref Investment Management Llc 342
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 341
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 340
Quadrant Capital Group Llc 340
Metropolitan Life Insurance Co/ny 338
Maltese Capital Management Llc 337
Sterling Capital Management LLC 336
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 336
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 336
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 335
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 335
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 335
Advanced Series Trust - Ast Advanced Strategies Portfolio 335
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 335
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 334
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 334
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 334
Nationwide Fund Advisors 333
Parkside Financial Bank & Trust 333
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 333
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 332
Financial Advocates Investment Management 332
Trexquant Investment LP 331
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 331
NOSGX - Northern Funds - Northern Small Cap Value Fund 331
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 330
Stephens Inc /ar/ 330
Sonora Investment Management, LLC 330
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 330
Price T Rowe Associates Inc /md/ 329
BlackRock Advisors LLC 329
Carroll Financial Associates, Inc. 328
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 328
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 327
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 327
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 327
Vanguard Index Funds 327
Gsa Capital Partners Llp 326
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 326
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 326
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 326
Arkadios Wealth Advisors 325
PIMCO FUNDS - PIMCO Short Asset Portfolio 325
Banc Funds Co Llc 325
Sanctuary Advisors, LLC 324
Sofos Investments, Inc. 324
Aptus Capital Advisors, LLC 324
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 324
Oppenheimer & Co Inc 324
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 324
Hartland & Co., LLC 324
We Are One Seven, LLC 323
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 323
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 323
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 321
Invesco Bond Fund 320
Arrowstreet Capital, Limited Partnership 320
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 320
IHT Wealth Management, LLC 320
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 320
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 319
Ground Swell Capital, LLC 319
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 318
Nbc Securities, Inc. 318
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 317
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 317
TCI Wealth Advisors, Inc. 317
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 317
Principal Funds Inc 316
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 316
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 316
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 315
Lazard Asset Management Llc 314
Macquarie Group Ltd 314
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 314
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 314
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 312
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 312
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 312
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 311
Guggenheim Capital Llc 311
Ancora Advisors, LLC 311
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 311
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 311
MetLife Investment Management, LLC 311
Cubist Systematic Strategies, LLC 311
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 311
VDAFX - VALIC Co I - Dynamic Allocation Fund 310
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 310
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 308
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 308
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 307
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 307
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 307
MUFG Americas Holdings Corp 306
J.w. Cole Advisors, Inc. 306
Amalgamated Bank 305
Kennedy Capital Management, Inc. 305
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 305
Public Employees Retirement System Of Ohio 305
Eaton Vance Management 304
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 304
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 304
Proficio Capital Partners LLC 304
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 304
Sawtooth Solutions, LLC 304
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 303
Flagship Harbor Advisors, Llc 303
Lincoln National Corp 303
Tudor Investment Corp Et Al 303
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 302
Lindbrook Capital, Llc 302
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 301
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 301
ACSKX - American Century Investment Trust - Short Duration Fund C Class 301
Equitable Holdings, Inc. 300
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 300
Managed Account Advisors Llc 300
Gts Securities Llc 300
Allianz Asset Management GmbH 299
Synovus Financial Corp 299
Kestra Private Wealth Services, Llc 299
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 299
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 298
Nisa Investment Advisors, Llc 298
Smartleaf Asset Management LLC 298
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 298
First Manhattan Co 298
Glassman Wealth Services 297
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 297
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 297
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 296
Cary Street Partner Investment Advisory Llc 296
Voya Investment Management Llc 296
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 296
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 296
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 296
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 295
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 295
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 295
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 295
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 294
Verition Fund Management LLC 294
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 294
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 293
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 292
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 292
Federation des caisses Desjardins du Quebec 292
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 292
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 292
Brown Brothers Harriman & Co 292
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 291
Covestor Ltd 291
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 291
Balyasny Asset Management Llc 291
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 290
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 290
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 290
CENTRAL TRUST Co 290
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 289
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 289
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 289
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 289
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 288
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 288
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 288
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 288
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 287
Jefferies Group LLC 287
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 287
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 287
Quadrature Capital Ltd 287
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 286
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 286
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 286
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 286
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 286
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 286
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 285
Principal Financial Group Inc 285
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 285
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 285
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 285
Asset Dedication, LLC 285
Allspring Global Investments Holdings, LLC 285
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 284
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 284
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 284
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 284
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 283
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 283
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 283
IWV - iSHARES TRUST - iShares Russell 3000 ETF 283
College Retirement Equities Fund 283
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 283
Valeo Financial Advisors, LLC 282
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 282
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 282
Cutler Group LP 282
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 282
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 282
RMB Capital Management, LLC 282
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 281
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 281
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 281
Versant Capital Management, Inc 281
Tiaa-cref Funds 280
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 280
Rehmann Capital Advisory Group 280
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 280
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 280
Cresset Asset Management, LLC 280
Zurcher Kantonalbank (Zurich Cantonalbank) 279
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 279
Brown Advisory Inc 279
Martingale Asset Management L P 279
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 279
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 279
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 278
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 278
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 278
Koshinski Asset Management, Inc. 278
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 277
ExodusPoint Capital Management, LP 277
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 277
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 276
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 276
Boothbay Fund Management, Llc 276
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 276
CI Private Wealth, LLC 276
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 276
NSIDX - Northern Funds - Northern Small Cap Index Fund 276
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 276
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 276
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 276
Seacrest Wealth Management, Llc 275
Lsv Asset Management 275
Piedmont Investment Advisors Llc 275
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 275
Independent Advisor Alliance 275
Connor, Clark & Lunn Investment Management Ltd. 275
Paloma Partners Management Co 275
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 275
Russell Frank Co/ 275
IWM - iSHARES TRUST - iShares Russell 2000 ETF 275
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 275
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 274
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 274
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 274
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 274
Kingsview Wealth Management, LLC 274
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 274
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 274
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 274
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 274
State Farm Variable Product Trust 273
State Farm Mutual Fund Trust 273
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 273
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 272
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 272
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 272
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 272
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 272
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 271
PENN SERIES FUNDS INC - Small Cap Index Fund 271
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 271
Mutual Advisors, LLC 271
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 271
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 270
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 270
Profunds - Profund Vp Ultrasmall-cap 270
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 270
Profunds - Profund Vp Small-cap 269
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 269
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 269
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 269
Bb&t Securities, Llc 268
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 268
Regions Financial Corp 268
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 268
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 268
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 268
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 267
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 267
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 267
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 267
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 267
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 267
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 267
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 267
Colony Group, LLC 267
Engineers Gate Manager LP 267
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 267
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 267
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 267
Rothschild Investment Llc 267
M&t Bank Corp 266
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 266
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 266
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 266
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 266
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 266
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 266
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 266
Toronto Dominion Bank 265
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 265
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 265
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 265
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 265
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 265
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 265
VCSLX - VALIC Co I - Small Cap Index Fund 264
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 264
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 264
Change Path, LLC 264
PENN SERIES FUNDS INC - International Equity Fund 264
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 264
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 264
Group One Trading, L.p. 263
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 263
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 263
Golden State Wealth Management, LLC 263
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 262
Bhz Capital Management, Lp 262
Umb Bank N A/mo 262
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 262
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 262
Los Angeles Capital Management Llc 262
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 262
EJF Capital LLC 261
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 261
Acrospire Investment Management LLC 261
Sound Income Strategies, LLC 261
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 261
National Bank Of Canada /fi/ 260
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 260
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 260
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 259
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 259
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 259
Csenge Advisory Group 259
GeoWealth Management, LLC 259
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 259
StoneX Group Inc. 259
Oxford Asset Management Llp 258
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 258
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 258
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 258
Basswood Capital Management, L.l.c. 258
Plante Moran Financial Advisors, LLC 258
WFG Advisors, LP 258
SLPIX - Profunds - Small-cap Profund Investor Class 258
Nuveen, LLC 257
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 257
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 257
Strategic Blueprint, LLC 256
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 256
Jacobs Levy Equity Management, Inc 256
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 256
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 256
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 256
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 256
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 255
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 255
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 255
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 255
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 254
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 254
Eqis Capital Management, Inc. 254
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 254
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 254
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 254
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 254
FinTrust Capital Advisors, LLC 254
Aperio Group, LLC 253
Brandywine Global Investment Management, LLC 253
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 253
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 252
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 252
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 252
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 252
Empowered Funds, LLC 251
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 251
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 251
Six Circles Trust - Six Circles Credit Opportunities Fund 250
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 250
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 250
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 250
Wealthspire Advisors, L.P. 250
First Republic Investment Management, Inc. 250
Emerald Mutual Fund Advisers Trust 250
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 249
Lido Advisors, LLC 249
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 248
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 248
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 248
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 247
Police & Firemen's Retirement System of New Jersey 247
Beacon Pointe Advisors, LLC 247
Capital Performance Advisors Llp 247
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 246
Marshall Wace North America L.P. 246
EP Wealth Advisors, Inc. 246
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 246
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 246
Mirae Asset Global Investments Co., Ltd. 246
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 246
Whittier Trust Co 246
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 245
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 245
Dynamic Technology Lab Private Ltd 245
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 245
Ergoteles LLC 245
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 244
Cornerstone Wealth Management, LLC 244
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 244
Cornerstone Planning Group LLC 244
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 244
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 244
PDT Partners, LLC 244
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 243
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 243
Envestnet Portfolio Solutions, Inc. 243
ORG Partners LLC 243
Man Group plc 243
WealthPLAN Partners, LLC 243
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 243
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 242
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 242
Ellevest, Inc. 242
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 242
SBI Securities Co., Ltd. 242
Emerald Acquisition Ltd. 242
Schonfeld Strategic Advisors LLC 242
ProShare Advisors LLC 242
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 242
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 242
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 241
Bokf, Na 241
Wedbush Securities Inc 241
Suntrust Banks Inc 241
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 241
Cornerstone Capital Management Holdings Llc. 240
Teacher Retirement System Of Texas 240
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 240
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 240
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 240
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 240
Quantbot Technologies LP 240
CIBC World Markets Inc. 240
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 239
Ashton Thomas Private Wealth, LLC 239
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 239
Vantagepoint Funds 239
Nomura Holdings Inc 239
National Planning Corp 239
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 239
Oppenheimer Etf Trust 238
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 238
Howe & Rusling Inc 238
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 237
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 237
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 237
FDx Advisors, Inc. 237
FJ Capital Management LLC 237
Janus Henderson Group Plc 237
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 237
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 236
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 236
Merit Financial Group, LLC 236
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 236
Townsquare Capital Llc 235
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 235
Susquehanna Fundamental Investments, Llc 235
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 235
Park Avenue Securities Llc 235
Aquatic Capital Management LLC 235
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 235
Private Capital Group, LLC 235
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 235
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 235
Swiss National Bank 235
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 235
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 234
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 234
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 234
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 234
State Of Wisconsin Investment Board 234
Newbridge Financial Services Group, Inc. 234
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 234
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 234
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 233
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 233
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 233
Janney Capital Management LLC 233
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 233
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 233
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 233
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 233
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 232
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 231
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 231
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 230
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 230
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 230
Farmers & Merchants Investments Inc 230
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 230
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 230
FNY Investment Advisers, LLC 230
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 230
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 229
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 229
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 229
State Board Of Administration Of Florida Retirement System 229
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 229
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 228
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 228
Regal Investment Advisors LLC 228
John Hancock Financial Opportunities Fund 228
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 228
Corebridge Financial, Inc. 228
Coppell Advisory Solutions LLC 228
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 227
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 227
ClariVest Asset Management LLC 227
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 227
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 227
Walleye Capital LLC 226
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 226
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 226
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 226
A.R.T. Advisors, LLC 226
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 226
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 226
Highlander Capital Management, LLC 225
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 225
Jfs Wealth Advisors, Llc 225
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 225
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 225
Ausdal Financial Partners, Inc. 225
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 225
Sandy Spring Bank 224
BlackRock Group LTD 224
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 224
Jump Financial, LLC 224
Coastal Investment Advisors, Inc. 224
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 224
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 223
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 223
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 223
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 223
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 223
Jane Street Holding, LLC 223
Quantinno Capital Management LP 223
Hillsdale Investment Management Inc. 222
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 222
Schroder Investment Management Group 222
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 222
XTX Topco Ltd 222
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 222
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 221
Tfs Capital Investment Trust 221
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 221
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 221
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 221
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 220
Axa S.a. 220
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 220
Fisher Asset Management, LLC 220
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 220
Continuum Advisory, LLC 220
Cohen & Steers Select Preferred & Income Fund, Inc. 219
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 219
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 219
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 219
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 219
Financial Architects, Inc 219
Savant Capital, LLC 219
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 219
True Wealth Design, LLC 219
Winslow, Evans & Crocker, Inc. 218
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 218
Walleye Trading LLC 218
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 218
Apollon Wealth Management, LLC 218
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 217
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 217
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 217
Wiley Bros.-aintree Capital, Llc 217
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 216
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 216
Advanced Series Trust - Ast Small-cap Growth Portfolio 216
Mendon Capital Advisors Corp 216
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 216
Zacks Investment Management 216
Alps Advisors Inc 216
GPS Wealth Strategies Group, LLC 216
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 216
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 216
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 216
Jaffetilchin Investment Partners, LLC 216
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 216
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 216
IWC - iSHARES TRUST - iShares Micro-Cap ETF 216
DAVENPORT & Co LLC 216
Benjamin Edwards Inc 216
Cohen & Steers Reit & Preferred Income Fund Inc 215
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 215
Neuberger Berman Group LLC 215
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 215
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 215
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 215
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 214
Advisor Resource Council 214
Winton Capital Group Ltd 214
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 214
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 214
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 214
Calton & Associates, Inc. 214
Pinnacle Wealth Planning Services, Inc. 214
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 213
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 213
Wbi Investments, Inc. 213
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 213
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 213
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 213
Cullen/frost Bankers, Inc. 213
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 212
RidgeWorth Capital Management LLC 212
First Heartland Consultants, Inc. 212
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 212
Capital Asset Advisory Services LLC 212
Raymond James Trust N.a. 212
Berman Capital Advisors, LLC 212
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 212
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 212
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 212
Capital Advisors, Ltd. LLC 212
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 212
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 212
VCBDX - VALIC Co I - Core Bond Fund 212
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 211
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 211
BlueCrest Capital Management Ltd 211
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 211
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 211
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 211
NewSquare Capital LLC 211
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 210
Advisors Preferred, LLC 210
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 210
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 210
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 210
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 210
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 209
BRASX - Blackrock Allocation Target Shares - Bats Series S 209
Moors & Cabot, Inc. 209
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 209
Putnam Investments Llc 209
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 209
Harbor Investment Advisory, Llc 208
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund 208
Dynamic Advisor Solutions LLC 208
Tfs Capital Llc 208
Avantax Planning Partners, Inc. 208
Vanguard World Fund 208
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 208
Hantz Financial Services, Inc. 208
Cornercap Investment Counsel Inc 207
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 207
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 207
New York State Teachers Retirement System 207
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 207
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 207
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 207
Bartlett & Co. Wealth Management Llc 206
Skopos Labs, Inc. 206
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 206
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 206
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 206
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 206
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 206
Tucker Asset Management Llc 206
Guggenheim Active Allocation Fund 206
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 206
Stephens Consulting, LLC 206
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 205
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 205
Royce & Associates Lp 205
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 205
Hotchkis & Wiley Capital Management Llc 205
Perigon Wealth Management, LLC 205
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 205
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 205
Bartlett & Co. LLC 205
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 205
Axxcess Wealth Management, Llc 204
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 204
Campbell & CO Investment Adviser LLC 204
State of Tennessee, Treasury Department 204
Point72 Asset Management, L.P. 204
Pathstone Family Office, Llc 204
RFG Advisory, LLC 204
Colony Group Llc 204
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 204
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 203
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 203
Warren Averett Asset Management, LLC 203
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 203
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 203
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 203
Amalgamated Financial Corp. 202
Foundations Investment Advisors, LLC 202
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 202
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 202
BRYN MAWR TRUST Co 202
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 202
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 202
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 201
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 201
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 201
VCAAX - VALIC Co I - Asset Allocation Fund 201
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 200
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 200
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 200
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 200
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 200
Y-Intercept (Hong Kong) Ltd 200
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 200
Fourthstone LLC 200
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 200
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 200
Advisors Asset Management, Inc. 200
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 200
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 200
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 200
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 200
Penserra Capital Management LLC 199
Key FInancial Inc 198
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 198
Wipfli Financial Advisors Llc, 198
Chicago Partners Investment Group LLC 198
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 198
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 198
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 198
New England Securities Corp /MA/ 198
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 197
Core Bond Portfolio - Core Bond Portfolio 197
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 197
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 197
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 197
TD Waterhouse Canada Inc. 197
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 197
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 197
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 197
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 197
Point72 Hong Kong Ltd 197
Credit Agricole S A 197
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 197
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 197
Picton Mahoney Asset Management 196
Assenagon Asset Management S.A. 196
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 196
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 196
Intech Investment Management Llc 196
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 196
Bailard, Inc. 196
Twin Peaks Wealth Advisors, LLC 196
Wilbanks Smith & Thomas Asset Management Llc 196
Fieldpoint Private Securities, LLC 196
JNBA Financial Advisors 196
Householder Group Estate & Retirement Specialist, LLC 195
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 195
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 195
QS Investors, LLC 195
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 195
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 195
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 195
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 195
SILVER OAK SECURITIES, Inc 195
Western Wealth Management, LLC 195
Clear Street Markets Llc 195
Emerald Investment Partners, Llc 195
Oppenheimer Global Multi Strategies Fund 194
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 194
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 194
Claymore Exchange-traded Fund Trust 193
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 193
CPSIX - Unified Series Trust - Fci Bond Fund 193
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 193
AlphaMark Advisors, LLC 193
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 193
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 193
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 193
Valley National Advisers Inc 192
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 192
Summit Trail Advisors, Llc 192
Wolverine Asset Management Llc 192
Karp Capital Management Corp 192
IndexIQ Advisors LLC 192
PEAK6 Investments, L.P. 192
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 192
Mather Group, Llc. 192
Bogart Wealth, LLC 192
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 192
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 191
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 191
Signet Financial Management, Llc 191
Denali Advisors Llc 191
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 191
Nuveen Preferred & Income Opportunities Fund 191
Jacobi Capital Management LLC 191
State of New Jersey Common Pension Fund D 191
Healthcare Of Ontario Pension Plan Trust Fund 190
Pathstone Holdings, LLC 190
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 190
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 190
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 190
Trustcore Financial Services, Llc 189
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 189
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 189
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 189
PEAK6 Investments LLC 189
Quantamental Technologies LLC 189
Chicago Equity Partners Llc 189
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 189
Advanced Series Trust - Ast Small-cap Value Portfolio 189
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 189
RSSL - Global X Funds - Global X Russell 2000 ETF 189
Venturi Wealth Management, LLC 189
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 188
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 188
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 188
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 188
Baker Avenue Asset Management, LP 188
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 188
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 188
Gemmer Asset Management LLC 187
TRANSAMERICA FUNDS - Transamerica Core Bond I2 187
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 187
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 187
Centiva Capital, LP 187
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 187
Municipal Employees' Retirement System of Michigan 187
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 187
Stieven Capital Advisors, L.P. 187
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 186
Sequoia Financial Advisors, LLC 186
Grantham, Mayo, Van Otterloo & Co. LLC 186
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 186
Rydex Etf Trust 186
Keybank National Association/oh 186
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 186
Wealthsource Partners, Llc 186
IFG Advisory, LLC 186
SOUTH STATE Corp 186
Johnson Financial Group, Inc. 186
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 186
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 185
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 185
Arizona State Retirement System 185
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 185
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 185
PIMCO FUNDS - PIMCO Sector Fund Series - I 185
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 185
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 185
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 185
Elizabeth Park Capital Advisors, Ltd. 185
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 184
QCVAX - Clearwater Investment Trust - Clearwater International Fund 184
United Services Automobile Association 184
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 184
DHJJ Financial Advisors, Ltd. 184
Gladstone Institutional Advisory LLC 184
Financial Management Professionals, Inc. 184
Natixis Advisors, L.p. 184
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 183
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 183
Trust Co Of Vermont 183
Rafferty Asset Management, LLC 183
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 183
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 183
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 183
John Hancock Income Securities Trust 183
Css Llc/il 183
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 183
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 183
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 182
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 182
CX Institutional 182
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 182
KBC Group NV 182
Advisory Alpha, LLC 182
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 182
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 182
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 182
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 181
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 181
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 181
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 181
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 181
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 180
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 180
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 180
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 180
Archer Investment Corp 180
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 180
Prime Capital Investment Advisors, LLC 180
Pimco Dynamic Income Fund 180
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 180
Teachers Retirement System Of The State Of Kentucky 179
Norges Bank 179
Glen Eagle Advisors, LLC 179
Stratos Wealth Advisors, LLC 179
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 179
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 179
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 178
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 178
Virginia Retirement Systems Et Al 178
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 178
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 178
Natixis 178
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 178
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 178
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 178
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 178
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 177
NSGRX - Northern Funds - Northern Small Cap Core Fund 177
Great Valley Advisor Group, Inc. 177
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 177
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 177
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 177
U.S. Capital Wealth Advisors, LLC 177
Occudo Quantitative Strategies Lp 177
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 177
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 177
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 177
Enterprise Financial Services Corp 177
PIMCO FUNDS - PIMCO Low Duration Portfolio 177
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 176
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 176
BTIAX - Northern Funds - Northern U.s.treasury Index Fund Northern U.s. Treasury Index Fund 176
Sutton Wealth Advisors Inc. 176
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 176
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 176
Hilltop Holdings Inc. 176
Innealta Capital, Llc 176
Great Lakes Advisors, Llc 176
Highbridge Capital Management Llc 175
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 175
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 175
Canada Pension Plan Investment Board 175
Ieq Capital, Llc 175
Tradition Wealth Management, LLC 175
North Star Investment Management Corp. 175
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 175
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 174
Menta Capital Llc 174
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 174
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 174
Wedge Capital Management L L P/nc 174
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 174
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 174
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 174
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 174
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 174
Salem Investment Counselors Inc 174
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 174
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 173
Stevens Capital Management Lp 173
Guardian Wealth Advisors, LLC 173
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 173
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 173
First Trust Intermediate Duration Preferred & Income Fund 173
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 173
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 173
Sargent Bickham Lagudis LLC 173
Globeflex Capital L P 173
Crossmark Global Holdings, Inc. 173
LUTAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Treasury Index Fund Class A 173
Pnc Funds 172
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 172
Exchange Traded Concepts, Llc 172
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 172
Financial Gravity Companies, Inc. 172
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 172
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 172
Cornerstone Advisors, Inc. 172
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 172
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 172
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 171
Optimum Investment Advisors 171
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 171
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 171
Laurion Capital Management LP 171
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 171
Transamerica Financial Advisors, Inc. 171
Magnetar Financial LLC 170
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 170
Pensionmark Financial Group, Llc 170
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 170
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 170
Hancock Whitney Corp 170
Reilly Financial Advisors, Llc 170
Nuveen Multi-Asset Income Fund 170
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 170
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 170
VVSCX - VALIC Co I - Small Cap Value Fund 169
Point72 (DIFC) Ltd 169
New York Life Investment Management Llc 169
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 169
Advantage Investment Management, Llc 169
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 169
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 169
Fortitude Family Office, LLC 169
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 169
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 169
Bell Investment Advisors, Inc 169
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 168
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 168
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 168
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 168
Aigen Investment Management, Lp 168
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 168
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 168
LS Investment Advisors, LLC 167
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 167
HAP Trading, LLC 167
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 167
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 167
BNP Paribas Asset Management Holding S.A. 167
Kovack Advisors, Inc. 167
EntryPoint Capital, LLC 167
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 166
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 166
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 166
Oppenheimer Asset Management Inc. 166
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 166
Systematic Financial Management Lp 166
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 166
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 166
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 166
BDO Wealth Advisors, LLC 166
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 166
Delpha Capital Management, Llc 166
Dupont Capital Management Corp 165
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 165
Mackenzie Financial Corp 165
Alpine Global Management, LLC 165
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 165
Td Asset Management Inc 165
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 165
Numeric Investors Llc 165
Boston Partners 165
Mackay Shields Llc 165
Strategic Wealth Advisors Group, LLC 165
Mutual Of America Capital Management Llc 164
Hm Payson & Co 164
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 164
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 164
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 164
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 164
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 164
HCUSX - HC CAPITAL TRUST - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 164
Nomura Asset Management Co Ltd 164
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 164
Public Employees Retirement Association Of Colorado 164
Graham Capital Management, L.P. 164
Smithfield Trust Co 164
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 164
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 164
Concurrent Investment Advisors, LLC 164
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 164
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 164
GIMFX - GMO TRUST - GMO Implementation Fund 164
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 163
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 163
Clark Capital Management Group, Inc. 163
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 163
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 163
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 163
Migdal Insurance & Financial Holdings Ltd. 163
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 163
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 163
Global Financial Private Client, LLC 163
Amundi 162
Wagner Wealth Management, Llc 162
FundVantage Trust - Verplanck Balanced Fund 162
Voloridge Investment Management, Llc 162
Boston Private Wealth Llc 162
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 162
FineMark National Bank & Trust 162
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 162
Tcwp Llc 161
Thurston, Springer, Miller, Herd & Titak, Inc. 161
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF 161
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 161
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 161
Nuveen Preferred & Income Securities Fund 161
Klp Kapitalforvaltning As 161
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 161
Whittier Trust Co Of Nevada Inc 160
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 160
Quest Partners LLC 160
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 160
Algert Global Llc 160
Focus Financial Network, Inc. 160
Quarry LP 160
Endeavour Capital Advisors Inc 160
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 160
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 160
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 160
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 160
Wunderlich Securities, Inc. 160
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 159
MCF Advisors LLC 159
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 159
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 159
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 159
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 159
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 159
Alberta Investment Management Corp 159
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 159
Anchor Investment Management, LLC 159
Concert Wealth Management Inc. 159
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 159
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 159
Stonebridge Capital Advisors LLC 158
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 158
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 158
Level Four Advisory Services, Llc 158
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 158
ICA Group Wealth Management, LLC 158
Jacobs Asset Management, Llc 158
Wealthspire Advisors, LLC 158
PineBridge Investments, L.P. 158
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 158
Point72 Asia (Singapore) Pte. Ltd. 158
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 158
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 158
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 158
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 158
Verus Capital Partners, Llc 158
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 158
Flaherty & Crumrine Preferred Securities Income Fund Inc 157
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 157
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 157
Founders Financial Alliance, LLC 157
Baystate Wealth Management LLC 157
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 157
Capstone Investment Advisors, Llc 157
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 157
Capital Fund Management S.a. 157
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 157
Macroview Investment Management Llc 157
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 157
Elequin Capital Lp 157
Flaherty & Crumrine Preferred Income Fund Inc 157
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 156
Segall Bryant & Hamill, Llc 156
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 156
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 156
Salzhauer Michael 156
Versor Investments LP 156
Harbor Capital Advisors, Inc. 156
Manchester Capital Management LLC 156
Toroso Investments, LLC 156
Nations Financial Group Inc, /ia/ /adv 156
EBI - RBB Fund Trust - Longview Advantage ETF 156
Castleview Partners, Llc 155
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 155
Eudaimonia Partners, LLC 155
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 155
Nuveen Preferred & Income Term Fund 155
Alliancebernstein Global High Income Fund Inc 155
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 155
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 155
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 155
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 155
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 155
LMR Partners LLP 155
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 155
Avion Wealth 155
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 155
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 155
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 155
Arete Wealth Advisors, LLC 155
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 155
Hennion & Walsh Asset Management, Inc. 154
BFOR - ALPS ETF Trust - Barron's 400 ETF 154
GGBFX - GuideStone Funds - Global Bond Fund Investor 154
Societe Generale 154
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 154
Lord, Abbett & Co. Llc 154
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 154
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 154
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 154
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 154
Westside Investment Management, Inc. 154
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 154
Cape Investment Advisory, Inc. 154
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 154
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 154
Profund Advisors Llc 153
AlphaCore Capital LLC 153
Flaherty & Crumrine Total Return Fund Inc 153
PFG Advisors 153
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 153
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 153
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 153
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 153
Transce3nd, LLC 153
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 152
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 152
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 152
Front Row Advisors LLC 152
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 152
First Quadrant L P/ca 152
Citizens Financial Group Inc/ri 152
Crewe Advisors LLC 152
Tcw Strategic Income Fund Inc 152
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 152
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 152
Certified Advisory Corp 152
First Hawaiian Bank 152
GV Financial Advisors 151
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 151
Hutchin Hill Capital, LP 151
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 151
Yousif Capital Management, Llc 151
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 151
Weaver Consulting Group 151
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 151
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 151
FourThought Financial, LLC 151
Deere & Co 151
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 151
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 151
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 151
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 151
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 151
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 151
HHM Wealth Advisors, LLC 151
Impact Partnership Wealth, LLC 151
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 151
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 151
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 151
Loomis Sayles & Co L P 151
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 150
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 150
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 150
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 150
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 150
Tocqueville Asset Management L.p. 150
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 150
Meridian Wealth Partners, LLC 149
Pinnacle Bancorp, Inc. 149
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 149
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 149
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 149
Rsm Us Wealth Management Llc 149
Public Sector Pension Investment Board 149
Prestige Wealth Management Group LLC 149
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 149
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 148
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 148
NOCBX - Northern Funds - Northern Core Bond Fund 148
Dark Forest Capital Management Lp 148
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 148
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 148
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 148
SJS Investment Consulting Inc. 148
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 148
Avestar Capital, LLC 148
Concord Wealth Partners 148
Placemark Investments, Inc. 148
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 148
UMA Financial Services, Inc. 148
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 148
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 148
Scotia Capital Inc. 148
Profunds - Profund Vp Oil & Gas 148
Buckingham Strategic Partners 148
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 147
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 147
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 147
Raleigh Capital Management Inc. 147
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 147
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 147
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 147
FUTBX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Treasury Bond Index Fund 147
Lenox Wealth Advisors, LLC 147
Horizon Investments, LLC 147
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 147
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 147
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 146
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 146
OMERS ADMINISTRATION Corp 146
M Holdings Securities, Inc. 146
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 146
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 146
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 146
Kestra Investment Management, LLC 146
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 146
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 146
Vigilant Capital Management, LLC 145
Hbk Investments L P 145
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 145
Addison Advisors LLC 145
Accel Wealth Management 145
Kovitz Investment Group Partners, LLC 145
Sanctuary Wealth Advisors, LLC 145
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 145
Pacer Advisors, Inc. 145
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 145
Manager Directed Portfolios - Pemberwick Fund Shares 145
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 145
State of Wyoming 145
Quantitative Systematic Strategies LLC 144
Bluefin Trading, LLC 144
WASHINGTON TRUST Co 144
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 144
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 144
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 144
Covington Capital Management 144
BlackRock ETF Trust II - BlackRock Total Return ETF 144
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 144
Securian Funds Trust - SFT Core Bond Fund Class 1 144
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 143
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 143
Airain ltd 143
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 143
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 143
CFICX - CALVERT FUND - Calvert Income Fund Class A 143
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 143
PFFD - Global X Funds - Global X U.S. Preferred ETF 143
C M Bidwell & Associates Ltd 143
EA Series Trust 143
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 143
Blackrock Core Bond Trust 143
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 143
Schubert & Co 143
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 143
Cibc World Markets Corp 143
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 143
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 143
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 142
Employees Retirement System of Texas 142
NorthRock Partners, LLC 142
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 142
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 142
Simplicity Wealth,LLC 142
BerganKDV Wealth Management, LLC 142
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 142
Strategic Wealth Partners, Ltd. 142
Spark Investment Management LLC 142
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 142
Catalyst Capital Advisors LLC 142
Balentine LLC 142
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 142
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 142
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 142
CWM Advisors, LLC 142
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 142
First Command Advisory Services, Inc. 142
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 142
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 142
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 141
NOFIX - Northern Funds - Northern Fixed Income Fund 141
Steward Financial Group LLC 141
Ellington Management Group Llc 141
Abound Wealth Management 141
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 141
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 141
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 141
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 141
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 141
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 141
Carolinas Wealth Consulting Llc 141
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 141
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 141
Valmark Advisers, Inc. 140
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 140
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 140
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 140
Ramsey Quantitative Systems 140
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 140
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 140
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 140
Almanack Investment Partners, LLC. 140
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 140
SageView Advisory Group, LLC 140
PSI Advisors, LLC 140
Moisand Fitzgerald Tamayo, LLC 140
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 140
Krilogy Financial LLC 140
Texas Permanent School Fund 140
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 140
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 139
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 139
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 139
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 139
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 139
Meridian Wealth Management, LLC 139
GOVT - iSHARES TRUST - iShares U.S. Treasury Bond ETF 139
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 139
Atlantic Union Bankshares Corp 139
Signature Estate & Investment Advisors Llc 139
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 139
San Francisco Sentry Investment Group (ca) 139
FLDFX - Meeder Funds - BALANCED FUND Retail Class 139
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 139
Ajo, Lp 139
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 139
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 139
Alpine Woods Capital Investors, Llc 139
Ensign Peak Advisors, Inc 139
HB Wealth Management, LLC 139
Boston Advisors Llc 139
Diversified Trust Co 138
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 138
Disciplined Investments, LLC 138
Hexagon Capital Partners LLC 138
Wealthcare Capital Management Llc 138
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 138
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 138
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 138
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 138
BLACKROCK FUNDS - iShares U.S. Intermediate Government Bond Index Fund 138
Kistler-Tiffany Companies, LLC 138
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 138
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 138
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 138
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 137
Nordea Investment Management Ab 137
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 137
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 137
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 137
Baldwin Brothers Inc/ma 137
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 137
Rise Advisors, LLC 137
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 137
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 137
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 137
Fsi Group, Llc 137
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 137
Handelsbanken Fonder AB 137
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 137
Xponance, Inc. 137
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 137
Next Financial Holdings 137
Optiver Holding B.V. 137
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 137
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 137
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 136
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 136
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 136
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 136
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 136
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 136
Commerce Bank 136
Thoroughbred Financial Services, Llc 136
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 136
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 136
Private Ocean, LLC 136
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 136
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 136
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 136
Usca Ria Llc 136
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 136
GHP Investment Advisors, Inc. 136
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 136
Tompkins Financial Corp 136
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 135
Capstone Asset Management Co 135
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 135
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 135
Redhawk Wealth Advisors, Inc. 135
Creekmur Asset Management LLC 135
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 135
Evoke Wealth, Llc 135
R Squared Ltd 134
Moody National Bank Trust Division 134
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 134
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 134
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 134
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 134
Venture Visionary Partners LLC 134
James Investment Research Inc 134
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 134
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 134
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 134
Bank Of Nova Scotia 134
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 134
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 134
Gupta Wealth Management LLC 134
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 134
Private Advisory Group LLC 134
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 134
Blue Bell Private Wealth Management, Llc 134
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 134
Hudock, Inc. 134
Liberty Wealth Management Llc 134
Angel Oak Financial Strategies Income Term Trust 133
VCSVX - VALIC Co II - Small Cap Value Fund 133
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 133
Tarbox Family Office, Inc. 133
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 133
Associated Banc-corp 133
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 133
Investors Research Corp 133
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 133
Deprince Race & Zollo Inc 133
Oregon Public Employees Retirement Fund 133
Claro Advisors LLC 133
Nwam Llc 133
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 133
Earnest Partners Llc 133
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 133
Total Clarity Wealth Management, Inc. 133
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 133
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 133
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 133
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 133
Weld Capital Management Llc 133
Summit Global Investments 133
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 133
Ameriflex Group, Inc. 133
McIlrath & Eck, LLC 133
Lee Financial Co 133
Truvestments Capital Llc 133
VFISX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Treasury Fund Investor Shares 132
General Motors Investment Management Corp 132
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 132
Catalyst Funds Management Pty Ltd 132
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 132
Fortitude Advisory Group L.L.C. 132
Bb&t Investment Services, Inc. 132
VTL Associates, LLC 132
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 132
Atomi Financial Group, Inc. 132
Tortoise Investment Management, LLC 132
Skandinaviska Enskilda Banken AB (publ) 132
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 132
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 132
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 132
Argentus Capital Management, LLC 132
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 132
Retirement Group, LLC 132
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 132
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 131
Oppenheimer Funds Inc 131
V Wealth Advisors LLC 131
Sheets Smith Wealth Management 131
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 131
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 131
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 131
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 131
Zebra Capital Management LLC 131
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 131
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 131
Mason Street Advisors, Llc 131
Richard Bernstein Advisors LLC 131
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 131
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 131
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 131
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 131
Visionary Wealth Advisors 131
Motco 131
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 131
Cohen & Steers Infrastructure Fund Inc 130
Mycio Wealth Partners, Llc 130
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 130
EAM Investors, LLC 130
SPTS - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Treasury ETF 130
Louisiana State Employees Retirement System 130
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 130
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 130
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 130
Wealthfront Inc 130
Nine Chapters Capital Management LLC 130
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 130
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 130
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 130
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 130
Washington Trust Bank 130
Blackthorn Investment Group Llc 130
Shell Asset Management Co 130
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 130
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 130
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 130
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 130
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 130
Institutional & Family Asset Management, Llc 129
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 129
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 129
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 129
Gabelli Funds Llc 129
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 129
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 129
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 129
VCSBX - VALIC Co II - Strategic Bond Fund 129
BlackRock ETF Trust II - BlackRock Flexible Income ETF 129
Castine Capital Management, Llc 129
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 129
SCHO - SCHWAB STRATEGIC TRUST - Schwab Short-Term U.S. Treasury ETF 128
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 128
Itau Unibanco Holding S.A. 128
Accurate Wealth Management, LLC 128
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 128
Bay Harbor Wealth Management, LLC 128
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 128
Assured Investment Management LLC 128
Vestmark Advisory Solutions, Inc. 128
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 128
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 128
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 128
Clearbridge Investments, LLC 128
Keebeck Alpha, LP 127
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 127
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 127
Partnervest Advisory Services LLC 127
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 127
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 127
NumerixS Investment Technologies Inc 127
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 127
State of Alaska, Department of Revenue 127
FORA Capital, LLC 127
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 127
Tyler-Stone Wealth Management 127
Johnson Investment Counsel Inc 127
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 127
Blackrock Multi-sector Income Trust 127
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 127
Tsfg, Llc 127
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 127
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 127
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 127
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 127
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 127
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 127
Legacy Financial Advisors, Inc. 126
Oakworth Capital, Inc. 126
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 126
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 126
Hemington Wealth Management 126
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 126
First Personal Financial Services 126
USA Financial Portformulas Corp 126
John W. Rosenthal Capital Management, Inc. 126
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 126
EPG Wealth Management LLC 126
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 126
VSBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Treasury Index Fund Admiral Shares 126
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 126
Rational Advisors Llc 126
First Mercantile Trust Co 126
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 126
Clear Creek Financial Management, LLC 126
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 126
Founders Financial Securities Llc 126
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 126
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 126
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 125
Harvest Group Wealth Management, Llc 125
Mount Yale Investment Advisors, LLC 125
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 125
Brinker Capital Inc 125
Point72 Middle East FZE 125
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 125
SOA Wealth Advisors, LLC. 125
Bowling Portfolio Management LLC 125
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 125
Calamos Strategic Total Return Fund 125
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 125
Gamco Investors, Inc. Et Al 125
Virtue Capital Management, LLC 125
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 124
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 124
Headlands Technologies LLC 124
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 124
Main Street Group, LTD 124
Wealthbridge Capital Management, Llc 124
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 124
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 124
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 124
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 124
Ironwood Financial, llc 124
Vantage Consulting Group Inc 124
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 124
Fox Run Management, L.l.c. 124
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 124
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 124
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 124
Brevan Howard Capital Management LP 124
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 124
Atom Investors LP 124
Cnh Partners Llc 124
Baird Robert W & Co Inc /wi/ 124
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 123
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 123
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 123
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 123
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 123
Rossby Financial, LCC 123
Moneta Group Investment Advisors Llc 123
HBK Sorce Advisory LLC 123
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 123
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 123
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 123
Timber Hill LLC 123
Tradewinds Capital Management, LLC 123
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 123
Evergreen Capital Management Llc 123
Caxton Associates Lp 123
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 123
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 123
Synergy Financial Management, LLC 123
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 123
Archford Capital Strategies, LLC 123
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 123
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 123
Convergence Investment Partners, LLC 122
Quest Capital Management Inc /adv 122
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 122
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 122
Freestone Capital Holdings, LLC 122
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 122
Congress Wealth Management LLC / DE / 122
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 122
Leavell Investment Management, Inc. 122
AlphaStar Capital Management, LLC 122
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 122
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 122
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 122
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 122
Pinnacle Holdings, LLC 122
AMP Capital Investors Ltd 122
Nuveen Preferred & Income 2022 Term Fund 122
Atlas Capital Advisors Llc 122
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 122
Dorsey Wright & Associates 122
Pictet Asset Management Holding SA 122
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 121
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 121
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 121
JustInvest LLC 121
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 121
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 121
SPTB - SPDR SERIES TRUST - SPDR Portfolio Treasury ETF 121
Heritage Wealth Management, Llc 121
Universal- Beteiligungs- und Servicegesellschaft mbH 121
Van Eck Associates Corp 121
Aster Capital Management (DIFC) Ltd 121
Montag A & Associates Inc 121
Institute for Wealth Management, LLC. 121
Belvedere Trading LLC 121
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 121
Diversify Advisory Services, LLC 121
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 121
Hollencrest Capital Management 121
Jefferies Financial Group Inc. 121
Integrated Wealth Management 121
Global Financial Private Capital, LLC 120
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 120
Mfs Charter Income Trust 120
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 120
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 120
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 120
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 120
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 120
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 120
Eagle Asset Management Inc 120
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 120
Wood Tarver Financial Group, LLC 120
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 120
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 120
Atwood & Palmer Inc 120
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 120
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 119
Thompson Siegel & Walmsley Llc 119
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 119
Wealth Quarterback LLC 119
Mascoma Wealth Management LLC 119
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 119
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 119
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 119
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 119
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 119
Eagle Bay Advisors LLC 119
SFITX - Advisers Investment Trust - State Farm Interim Fund 119
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 119
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 119
Mendota Financial Group, LLC 119
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 119
Bryn Mawr Capital Management Inc 119
Compagnie Lombard Odier SCmA 119
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 119
Laurel Wealth Advisors LLC 118
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 118
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 118
Fuller & Thaler Asset Management, Inc. 118
Rialto Wealth Management, LLC 118
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 118
World Equity Group, Inc. 118
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 118
Gotham Asset Management, LLC 118
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 118
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 118
1832 Asset Management L.P. 118
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 118
SHY - iSHARES TRUST - iShares 1-3 Year Treasury Bond ETF 118
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 118
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 118
Td Private Client Wealth Llc 118
Buckingham Strategic Wealth, Llc 117
Bedel Financial Consulting, Inc. 117
Old Mission Capital, Llc 117
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 117
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 117
Twin Tree Management, LP 117
Trilogy Capital Inc. 117
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 117
Kathmere Capital Management, LLC 117
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 117
Modera Wealth Management, LLC 117
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 117
Private Wealth Management Group, LLC 117
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 117
Eaton Vance Ltd Duration Income Fund 117
Spot Trading L.L.C 117
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 117
Xact Kapitalforvaltning AB 117
Integrated Advisors Network LLC 117
Beacon Capital Management, LLC 117
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 117
Executive Wealth Management, LLC 117
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 117
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 117
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 117
Princeton Global Asset Management LLC 117
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 116
Eidelman Virant Capital 116
Magnus Financial Group LLC 116
Vident Investment Advisory, LLC 116
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 116
Monarch Partners Asset Management LLC 116
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 116
Financial Network Wealth Advisors LLC 116
GAM Holding AG 116
eCIO, Inc. 116
Cable Hill Partners, LLC 116
Chicago Capital Management, LLC 116
Riverhead Capital Management Llc 116
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 116
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 116
Lakeview Capital Partners, LLC 116
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 116
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 116
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 116
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 116
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 116
Gardner Lewis Asset Management L P 115
Cordant, Inc. 115
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 115
Coppell Advisory Solutions Corp. 115
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 115
Stone Ridge Asset Management LLC 115
Mv Capital Management, Inc. 115
Sugarloaf Wealth Management, LLC 115
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 115
Bayesian Capital Management, LP 115
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 115
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 115
Sageworth Trust Co 115
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 115
Comerica Securities,inc. 115
Weiss Asset Management LP 115
FHNFX - FIDELITY INCOME FUND /MA/ - Fidelity Series Government Bond Index Fund 115
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 115
Glass Jacobson Investment Advisors llc 115
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 114
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 114
Savior LLC 114
Aspire Private Capital, LLC 114
Delta Asset Management Llc/tn 114
Hennessy Advisors Inc 114
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 114
Colonial Trust Co / SC 114
FUMBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Treasury Bond Index Fund 114
Wrapmanager Inc 114
Caitong International Asset Management Co., Ltd 114
Tfo-tdc, Llc 114
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 114
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 114
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 114
Edmond De Rothschild Holding S.a. 114
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 114
Lloyd Advisory Services, LLC. 114
IMA Wealth, Inc. 114
FNY Managed Accounts LLC 114
DekaBank Deutsche Girozentrale 114
JCSD Capital, LLC 114
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 114
Mirabella Financial Services Llp 114
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 114
Veritable, L.P. 114
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 114
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 114
Old National Bancorp /in/ 114
Laurel Wealth Advisors, Inc. 114
Oliver Lagore Vanvalin Investment Group 113
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 113
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 113
Blackrock Credit Allocation Income Trust 113
CIBC Asset Management Inc 113
People's United Financial, Inc. 113
Knight Capital Group, Inc. 113
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 113
First Trust Portfolios Lp 113
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 113
DRW Securities, LLC 113
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 113
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 113
World Asset Management Inc 113
City Holding Co 113
Pimco Corporate & Income Opportunity Fund 113
Holocene Advisors, LP 113
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 113
Horan Securities, Inc. 113
Global Trust Asset Management, LLC 113
Prudential Plc 113
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 113
Claraphi Advisory Network, LLC 113
Penn Capital Management Co Inc 113
Carnegie Capital Asset Management, LLC 113
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 113
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 113
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 112
ETRADE Capital Management LLC 112
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 112
Vantage Investment Advisors, LLC 112
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 112
55i, Llc 112
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 112
Park Square Financial Group, LLC 112
Cribstone Capital Management, LLC 112
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 112
Focused Wealth Management, Inc 112
Glenmede Investment Management, LP 112
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 112
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 112
HBW Advisory Services LLC 112
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 112
Hl Financial Services Llc 112
AHL Partners LLP 112
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 112
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 112
Evercore Wealth Management, LLC 112
Princeton Alpha Management LP 112
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 112
Ritholtz Wealth Management 112
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 111
Procyon Private Wealth Partners, LLC 111
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 111
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 111
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 111
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 111
Blackrock Ltd Duration Income Trust 111
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 111
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 111
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 111
Pictet Asset Management Sa 111
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 111
Argent Trust Co 111
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 111
RBB FUND, INC. - Adara Smaller Companies Fund 111
Guardian Wealth Advisors, Llc / Nc 111
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 111
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 111
Wesbanco Bank Inc 111
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 111
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 111
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 111
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 111
Jupiter Asset Management Ltd 111
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 110
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 110
Good Life Advisors, LLC 110
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 110
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 110
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 110
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 110
Blueshift Asset Management, LLC 110
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 110
Edge Wealth Management LLC 110
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 110
Modern Wealth Management, LLC 110
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 110
Annis Gardner Whiting Capital Advisors, LLC 110
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 110
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 110
Kore Private Wealth LLC 110
Siena Capital Partners GP, LLC 110
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 110
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 110
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 109
Alera Investment Advisors, LLC 109
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 109
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 109
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 109
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 109
First Citizens Bank & Trust Co 109
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 109
Northern Trust Co Of Connecticut 109
Community Bank, N.A. 109
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 109
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 109
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 109
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 109
Veriti Management LLC 109
Simon Quick Advisors, Llc 109
Shelton Capital Management 109
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 109
JJJ Advisors Inc. 109
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 109
Van Hulzen Asset Management, LLC 109
CAPROCK Group, Inc. 109
SECOR Capital Advisors, LP 109
WCG Wealth Advisors LLC 109
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 108
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 108
Amundi Pioneer Asset Management Inc 108
McAdam, LLC 108
Well Done, LLC 108
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 108
John Hancock Preferred Income Fund 108
LexAurum Advisors, LLC 108
NewEdge Wealth, LLC 108
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 108
OneAscent Financial Services LLC 108
Silvercrest Asset Management Group Llc 108
Royal Fund Management, LLC 108
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 108
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 108
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 108
Hartford Mutual Funds Inc/ct 108
Sciencast Management LP 108
Capital Investment Advisors, LLC 108
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 108
REAP Financial Group, LLC 108
Emerald Advisers, Llc 108
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 108
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 107
John Hancock Preferred Income Fund Iii 107
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 107
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 107
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 107
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 107
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 107
Pictet Asset Management Ltd 107
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 107
Landscape Capital Management, L.l.c. 107
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 107
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 107
Massachusetts Financial Services Co /ma/ 107
Ci Investments Inc. 107
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 107
Teza Capital Management LLC 107
Paradigm Asset Management Co Llc 107
rhino investment partners, Inc 107
WR Wealth Planners, LLC 107
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 107
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 107
Avidian Wealth Solutions, LLC 107
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 107
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 107
Maryland State Retirement & Pension System 107
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 106
Coastal Capital Group, Inc. 106
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 106
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 106
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 106
Wolff Wiese Magana Llc 106
Activest Wealth Management 106
Financial Advisory Service, Inc. 106
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 106
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 106
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 106
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 106
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 106
BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF 106
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 106
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 106
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 106
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 106
TRUE Private Wealth Advisors 106
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 106
Minichmacgregor Wealth Management, Llc 106
MONECO Advisors, LLC 106
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 106
Cambridge Trust Co 105
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 105
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 105
Mach-1 Financial Group, Inc. 105
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 105
Riggs Asset Managment Co. Inc. 105
Integrity Financial Corp /WA 105
TD Capital Management LLC 105
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 105
Jennison Associates Llc 105
WPG Advisers, LLC 105
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 105
Ahrens Investment Partners LLC 105
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 105
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 105
Bare Financial Services, Inc 105
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 105
361 Capital Llc 105
VSR Financial Services, Inc. 105
Arlington Partners LLC 105
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 105
IAG Wealth Partners, LLC 105
nVerses Capital, LLC 105
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 105
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 105
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 105
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 105
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 105
Elkfork Partners LLC 105
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 104
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 104
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 104
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 104
Alphacrest Capital Management Llc 104
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 104
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 104
BSBAX - Northern Funds - Northern Short Bond Fund 104
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 104
Independent Portfolio Consultants, Inc. 104
Eastern Bank 104
River Oaks Capital LLC 104
Hazlett, Burt & Watson, Inc. 104
Calamos Long/Short Equity & Dynamic Income Trust 104
Vanguard Horizon Funds 104
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 104
FormulaFolio Investments, LLC 104
Segantii Capital Management Ltd 104
Anfield Capital Management, LLC 104
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 104
Blackrock Corporate High Yield Fund, Inc. 103
Checchi Capital Advisers, LLC 103
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 103
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 103
Kowal Investment Group, LLC 103
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 103
Adviser Investments LLC 103
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 103
Eaton Vance Tax Advantaged Global Dividend Income Fund 103
PFG Investments, LLC 103
Humankind Benefit Corp - Humankind US Stock ETF 103
Mfs Multimarket Income Trust 103
Harel Insurance Investments & Financial Services Ltd. 103
Camarda Financial Advisors, LLC 103
Driehaus Capital Management Llc 103
John Hancock Preferred Income Fund Ii 103
Edgestream Partners, L.P. 103
Acorn Wealth Advisors, LLC 103
L & S Advisors Inc 103
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 103
Barings Llc 103
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 103
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 103
Patten Group, Inc. 102
M3F, Inc. 102
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 102
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 102
Westwood Holdings Group Inc 102
Salomon & Ludwin, LLC 102
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 102
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 102
Confluence Investment Management Llc 102
Thompson Davis & Co., Inc. 102
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 102
Toth Financial Advisory Corp 102
Atlas Private Wealth Advisors 102
LRI Investments, LLC 102
Jackson Creek Investment Advisors LLC 102
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 102
Livingston Group Asset Management CO (operating as Southport Capital Management) 102
Commerzbank Aktiengesellschaft /fi 102
Old Mutual Customised Solutions (proprietary) Ltd 102
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 102
Harwood Advisory Group, LLC 102
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 102
APG Asset Management N.V. 102
Northern Oak Wealth Management Inc 102
Yakira Capital Management, Inc. 102
Inceptionr Llc 102
Kayne Anderson Rudnick Investment Management Llc 101
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 101
IMC-Chicago, LLC 101
AMFAX - Natixis Funds Trust II - ASG Managed Futures Strategy Fund Class A 101
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 101
Cary Street Partners Financial Llc 101
Quad-Cities Investment Group, LLC 101
Sii Investments Inc/wi 101
Global Wealth Management Investment Advisory, Inc. 101
Cedar Brook Financial Partners, LLC 101
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 101
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 101
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 101
Capital Bank & Trust Co 101
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 101
Petrus Trust Company, LTA 101
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 101
Advisory Research Inc 101
Robeco Institutional Asset Management B.V. 101
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 101
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 101
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 101
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 100
Cliftonlarsonallen Wealth Advisors, Llc 100
Clean Yield Group 100
IGOV - iSHARES TRUST - iShares International Treasury Bond ETF 100
Interval Partners, LP 100
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 100
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 100
Weiss Multi-Strategy Advisers LLC 100
Everence Capital Management Inc 100
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 100
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 100
Webster Bank, N. A. 100
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 100
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 100
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 100
William Blair Investment Management, Llc 100
Ellis Investment Partners, LLC 100
Zions Bancorporation, N.A. 100
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 100
Gerber Kawasaki Wealth & Investment Management 100
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 100
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 100
Main Street Financial Solutions, LLC 100
Legacy Private Trust Co. 100
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 100
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 100
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 99
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 99
Dynamic Technology Lab Pte Ltd 99
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 99
Parkworth Wealth Management, Inc. 99
Strategic Financial Concepts, LLC 99
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 99
ELCO Management Co., LLC 99
Phocas Financial Corp. 99
Kingswood Wealth Advisors, Llc 99
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 99
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 99
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 99
Asset Management One Co., Ltd. 99
Ubs Oconnor Llc 99
Smith, Moore & Co. 99
First Capital Advisors Group, LLC. 99
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 98
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 98
Dubuque Bank & Trust Co 98
Irish Life Investment Managers Ltd. 98
Atlantic Trust, LLC 98
Symphony Asset Management Llc 98
CVA Family Office, LLC 98
Gyon Technologies Capital Management, LP 98
Claybrook Capital, LLC 98
First Command Financial Services, Inc. 98
Bruce G. Allen Investments, LLC 98
Destination Wealth Management 98
Maven Securities LTD 98
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 98
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 98
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class 98
Virtus Global Dividend & Income Fund Inc. 98
Pearl River Capital, LLC 98
Fiduciary Alliance LLC 98
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 98
Fsb Premier Wealth Management, Inc. 98
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 98
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 98
Nachman Norwood & Parrott, Inc 98
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 98
Connectus Wealth, LLC 98
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 98
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 97
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 97
Fiera Capital Corp 97
Alyeska Investment Group, L.P. 97
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 97
Ing Groep Nv 97
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 97
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 97
Riverview Trust Co 97
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 97
Trust Co 97
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 97
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 97
Armis Advisers, LLC 97
Glen Harbor Capital Management LLC 97
SPTI - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Treasury ETF 97
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 97
SCHR - SCHWAB STRATEGIC TRUST - Schwab Intermediate-Term U.S. Treasury ETF 97
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 97
VSIGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Treasury Index Fund Admiral Shares 97
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 97
LifePlan Financial Group, Inc 97
Financial Engines Advisors L.L.C. 97
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 96
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 96
RFP Financial Group LLC 96
MQS Management LLC 96
GW&K Investment Management, LLC 96
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 96
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 96
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 96
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 96
Robertson Stephens Wealth Management, LLC 96
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 96
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 96
King Luther Capital Management Corp 96
Pinnacle Associates Ltd 96
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 96
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 96
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 96
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 96
ProVise Management Group, LLC 96
Dreman Value Management, L L C 96
Mosaic Family Wealth, LLC 96
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 96
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 96
Inspire Advisors, LLC 96
Rockbridge Investment Management, LCC 96
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 96
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 96
Ledyard National Bank 95
Fortis Advisors, LLC 95
Rosenberg Matthew Hamilton 95
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 95
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 95
DiNuzzo Private Wealth, Inc. 95
Kanaly Trust Co 95
VFITX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Treasury Fund Investor Shares 95
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 95
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 95
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 95
First Interstate Bank 95
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 95
Vident Advisory, LLC 95
Miracle Mile Advisors, LLC 95
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 95
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 95
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 95
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 95
Westport Resources Management Inc 95
Vestcor Inc 95
Heritage Wealth Advisors 94
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 94
Confluence Wealth Services, Inc. 94
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 94
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 94
Quent Capital, LLC 94
Seven Eight Capital, Lp 94
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 94
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 94
Dana Investment Advisors, Inc. 94
TRANSAMERICA FUNDS - Transamerica Total Return I2 94
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 94
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 94
Grove Bank & Trust 94
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 94
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 94
Orion Capital Management LLC 94
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 94
Truadvice, LLC 94
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 94
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 94
One Wealth Advisors, LLC 94
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 94
Sei Trust Co 94
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 94
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 94
Vectors Research Management, LLC 94
Colonial Trust Advisors 94
Winfield Associates, Inc. 94
Foundry Partners, LLC 94
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 94
Pitcairn Co 94
Ethic Inc. 94
Betterment LLC 94
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 94
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 94
Nuveen Variable Rate Preferred & Income Fund 94
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 93
Ontario Teachers Pension Plan Board 93
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 93
Voya Financial Advisors, Inc. 93
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 93
BBSB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF 93
Tidemark, LLC 93
Calvert Investment Management, Inc. 93
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 93
Wintrust Investments Llc 93
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 93
Eaton Vance Tax Advantaged Dividend Income Fund 93
Entropy Technologies, LP 93
Pine River Capital Management L.P. 93
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 93
ACG Wealth 93
Mid Atlantic Financial Management Inc/adv 93
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 93
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 93
SAC Capital Advisors LP 93
Carmichael Hill & Associates, Inc. 93
Fiduciary Trust Co 92
EWG Elevate Inc. 92
BlackRock Japan Co. Ltd 92
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 92
HFM Investment Advisors, LLC 92
tru Independence LLC 92
One Capital Management, LLC 92
Pinnacle Financial Partners Inc 92
VCCBX - VALIC Co II - Core Bond Fund 92
XTWO - BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF 92
Profunds - Profund Vp Banks 92
WealthPlan Investment Management, LLC 92
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 92
Aveo Capital Partners, LLC 92
Icon Wealth Partners, LLC 92
First Horizon Corp 92
Summit Wealth Partners, LLC 92
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 92
Woodmont Investment Counsel Llc 92
Transcend Wealth Collective, Llc 92
Clear Point Advisors Inc. 92
Beese Fulmer Investment Management, Inc. 92
Dakota Wealth Management 92
Golden State Equity Partners 92
Mesirow Financial Investment Management, Inc. 92
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 92
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 92
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 92
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 92
Wealthfront Advisers Llc 92
Cambria Investment Management, L.P. 92
Merriman Wealth Management, LLC 92
Harvest Investment Services, LLC 91
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 91
Bleakley Financial Group, LLC 91
Sherbrooke Park Advisers Llc 91
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 91
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 91
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 91
Transamerica Partners Portfolios 91
Transamerica Partners Funds Group Ii 91
Transamerica Partners Funds Group 91
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 91
Bridgefront Capital, LLC 91
Doyle Wealth Management 91
Commonwealth Bank Of Australia 91
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 91
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 91
Childress Capital Advisors, Llc 91
Capital One, National Association 91
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 91
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 91
Zeke Capital Advisors, Llc 91
Alpine Series Trust 91
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 91
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 91
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 91
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 91
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 91
Squar Milner Financial Services Llc 91
Caldwell Securities, Inc 91
Tibra Equities Europe Ltd 91
Keystone Financial Group 91
Gryphon Financial Partners LLC 91
Illinois Municipal Retirement Fund 91
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 91
Nova Wealth Management, Inc. 91
Paulson Wealth Management Inc. 91
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 91
Rothschild Asset Management Inc 91
Stifel Nicolaus & Co Inc \mo\ 91
BOK Financial Private Wealth, Inc. 91
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 91
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 91
VisionPoint Advisory Group, LLC 91
Greenleaf Trust 90
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 90
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 90
Keel Point, LLC 90
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 90
Focus Financial Network Inc /adv 90
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 90
First Command Bank 90
Vanguard Whitehall Funds 90
Measured Wealth Private Client Group, LLC 90
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 90
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 90
Calamos Advisors LLC 90
High Note Wealth, LLC 90
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 90
Highline Wealth Partners Llc 90
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 90
Duality Advisers, Lp 90
K2 Principal Fund, L.p. 90
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 90
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 90
Triad Wealth Partners, LLC 90
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 90
Pimco Income Opportunity Fund 90
Barrow Hanley Mewhinney & Strauss Llc 90
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 90
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 90
Intrua Financial, LLC 90
CNB Bank 90
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 90
PL Capital Advisors, LLC 90
Azora Capital LP 90
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 90
PRTIX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Intermediate Fund 90
RPg Family Wealth Advisory, LLC 90
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 90
Chevy Chase Trust Holdings, Inc. 89
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 89
Financial Counselors Inc 89
IEI - iSHARES TRUST - iShares 3-7 Year Treasury Bond ETF 89
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 89
Hanseatic Management Services Inc 89
Securian Asset Management, Inc 89
Dorsey & Whitney Trust CO LLC 89
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 89
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 89
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 89
Sachetta, LLC 89
Advisor Partners Llc 89
Regentatlantic Capital Llc 89
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 89
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 89
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 89
Meadow Creek Investment Management LLC 89
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 89
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 89
Smith Asset Management Group Lp 89
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 89
Stonebridge Financial Group, LLC 89
Ibex Wealth Advisors 89
Ignite Planners, LLC 89
Corient Capital Partners, LLC 89
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 88
Mason Street Advisors, Llc 88
Claris Advisors, Llc / Mo / 88
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 88
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 88
Hughes Financial Services, LLC 88
Qci Asset Management Inc/ny 88
Mitsubishi UFJ Trust & Banking Corp 88
Kcm Investment Advisors Llc 88
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 88
Zions Bancorporation 88
Insight Select Income Fund 88
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 88
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 88
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 88
Edge Advisors, Llc 88
LGT Financial Advisors LLC 88
Brandywine Oak Private Wealth Llc 88
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 88
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 88
BlackRock Credit Strategies Fund 88
DBLGX - DoubleLine Funds Trust - DoubleLine Global Bond Fund Class I 88
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 88
Atticus Wealth Management, Llc 88
MUB - iSHARES TRUST - iShares National Muni Bond ETF 88
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 88
Opal Wealth Advisors, LLC 88
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 88
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 88
Beacon Financial Group 87
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 87
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 87
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 87
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 87
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 87
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 87
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 87
Apriem Advisors 87
Moloney Securities Asset Management, LLC 87
Beaird Harris Wealth Management, LLC 87
Verdence Capital Advisors LLC 87
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 87
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 87
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 87
Selective Wealth Management, Inc. 87
Twinbeech Capital Lp 87
Ballentine Partners, LLC 87
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 87
Eagle Global Advisors Llc 87
Burt Wealth Advisors 87
Hilton Capital Management, LLC 87
Advisor Partners Ii, Llc 87
Vise Technologies, Inc. 87
RWM Asset Management, LLC 87
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 87
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 87
Matarin Capital Management, LLC 87
Laffer Investments 87
Western Asset Investment Grade Defined Opportunity Trust Inc. 87
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 86
Denver Investment Advisors Llc 86
Clear Harbor Asset Management, LLC 86
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 86
MUFG Securities EMEA plc 86
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 86
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 86
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 86
Cypress Wealth Services, LLC 86
American National Bank 86
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 86
Ruggie Capital Group 86
Americana Partners, LLC 86
Exchange Capital Management, Inc. 86
Forum Financial Management, LP 86
Essex Financial Services, Inc. 86
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 86
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 86
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 86
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 86
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 86
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 86
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 86
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 86
SevenBridge Financial Group, LLC 86
Gillson Capital LP 86
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 86
Ropes Wealth Advisors Llc 86
M&r Capital Management Inc 86
Amerivest Investment Management LLC 86
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 86
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 86
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 86
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 86
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 86
Capital World Investors 85
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 85
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 85
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 85
Charter Oak Capital Management, LLC 85
VCCCX - VALIC Co I - Capital Conservation Fund 85
Dixon Hughes Goodman Wealth Advisors LLC 85
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 85
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 85
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 85
Ambassador Advisors, LLC 85
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 85
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 85
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 85
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 85
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 85
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 85
Alpha DNA Investment Management LLC 85
Cherry Tree Wealth Management, LLC 85
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 85
Independence Bank of Kentucky 85
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 85
Western Asset Income Fund 85
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 85
Arlington Trust Co LLC 85
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 85
TCG Advisory Services, LLC 85
Cipher Capital LP 85
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 85
Bridgeworth, LLC 85
Absolute Return Capital, LLC 85
Forum Funds 85
JHGIX - JOHN HANCOCK BOND TRUST - John Hancock Government Income Fund Class A 85
Personal Cfo Solutions, Llc 85
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 85
Northwest Investment Counselors, Llc 84
Wetherby Asset Management Inc 84
XONE - BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF 84
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 84
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 84
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 84
BBIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF 84
Arrow Financial Corp 84
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 84
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 84
Parametrica Management Ltd 84
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 84
Kings Point Capital Management 84
Numerai GP LLC 84
Hudson Bay Capital Management LP 84
Garrett Investment Advisors LLC 84
XTRE - BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 84
Evermay Wealth Management Llc 84
Barometer Capital Management Inc. 84
FIL Ltd 84
VCSMX - VALIC Co I - Small Cap Fund 84
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 84
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 84
BCS Wealth Management 84
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 84
MBE Wealth Management, LLC 84
Camelot Portfolios, LLC 84
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 84
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 84
Integrated Investment Consultants, LLC 84
Financial Enhancement Group LLC 84
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 84
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 84
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 84
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 84
Brighton Jones Llc 84
Whipplewood Advisors, LLC 84
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 84
CFS Investment Advisory Services, LLC 84
Weiss Strategic Interval Fund 84
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 84
Paces Ferry Wealth Advisors, Llc 84
Chris Bulman Inc 83
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 83
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 83
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 83
Global Income Builder Portfolio - Global Income Builder Portfolio 83
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 83
Kelly Financial Services LLC 83
Harvest Fund Management Co., Ltd 83
Bellwether Advisors, LLC 83
TFC Financial Management 83
Column Capital Advisors, LLC 83
Teton Advisors, Inc. 83
Arden Trust Co 83
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 83
Virtus Investment Advisers, Inc. 83
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 83
Polar Asset Management Partners Inc. 83
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 83
Analytic Investors, LLC 83
Dunhill Financial, LLC 83
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 83
BBVA USA Bancshares, Inc. 82
Exane Derivatives 82
Prospector Partners Llc 82
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 82
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 82
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 82
Cookson Peirce & Co Inc 82
Zurich Insurance Group Ltd/FI 82
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 82
NorthCoast Asset Management LLC 82
Private Wealth Asset Management, LLC 82
Verity Asset Management, Inc. 82
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 82
Quest 10 Wealth Builders, Inc. 82
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 82
McKinley Carter Wealth Services, Inc. 82
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 82
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 82
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 82
Outlook Wealth Advisors, LLC 82
Pimco Dynamic Credit & Mortgage Income Fund 82
Sagespring Wealth Partners, Llc 82
Ascent Group, LLC 82
Lion Street Advisors, LLC 82
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 82
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 82
BNP Paribas Investment Partners S.A. 82
RVW Wealth, LLC 82
Park Place Capital Corp 82
Mission Wealth Management, Lp 82
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 82
Cordasco Financial Network 82
Savvy Advisors, Inc. 82
Longfellow Investment Management Co Llc 82
Paragon Capital Management Ltd 82
Madden Advisory Services, Inc. 82
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 82
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 82
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 82
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 82
Mill Creek Capital Advisors, LLC 82
Pfs Investments Inc. 82
Vista Private Wealth Partners. LLC 82
Ten Capital Wealth Advisors, LLC 81
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 81
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 81
Alexandria Capital, LLC 81
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 81
Tennessee Valley Asset Management Partners 81
Adage Capital Partners Gp, L.l.c. 81
YorkBridge Wealth Partners, LLC 81
Journey Strategic Wealth Llc 81
Cohen & Steers Real Estate Opportunities & Income Fund 81
Resources Management Corp /ct/ /adv 81
Mckinley Capital Management Llc /delaware 81
Royce Value Trust Inc 81
Lenox Wealth Management, Inc. 81
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 81
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 81
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 81
Professional Financial Advisors, LLC 81
My Personal CFO, LLC 81
WESPAC Advisors, LLC 81
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 81
Country Trust Bank 81
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 81
Visium Asset Management, LP 81
Cohen & Steers Quality Income Realty Fund Inc 81
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 81
WealthTrust Fairport, LLC 81
Clarus Wealth Advisors 81
GoalVest Advisory LLC 81
Leelyn Smith, LLC 81
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 80
Vicus Capital 80
St Germain D J Co Inc 80
Allegis Investment Advisors, LLC 80
PACIFIC SELECT FUND - Core Income Portfolio Class I 80
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 80
Aaron Wealth Advisors LLC 80
YHB Investment Advisors, Inc. 80
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 80
Yorktown Management & Research Co Inc 80
Cutler Capital Management, LLC 80
Pacitti Group Inc. 80
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 80
Liberty Mutual Group Asset Management Inc. 80
Wedmont Private Capital 80
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 80
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 80
Quantitative Investment Management, LLC 80
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 80
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 80
BKD Wealth Advisors, LLC 80
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 80
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 80
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 80
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 80
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 80
Comprehensive Financial Consultants Institutional, Inc. 80
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 80
Vontobel Holding Ltd. 80
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 80
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 80
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 80
Axq Capital, Lp 80
Legg Mason Investment Counsel, LLC 80
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 80
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 80
Invictus RG 80
Ogorek Anthony Joseph /ny/ /adv 80
City National Bank 80
Contravisory Investment Management, Inc. 80
1st Global Advisors, Inc. 80
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 79
Altus Wealth Group LLC 79
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 79
Center for Financial Planning, Inc. 79
Caption Management, LLC 79
Banque Pictet & Cie Sa 79
Bellwether Investment Group, LLC 79
Marquette Asset Management, LLC 79
Old Second National Bank Of Aurora 79
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 79
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 79
CenterStar Fund, LLC 79
Joseph P. Lucia & Associates, LLC 79
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 79
Homrich & Berg 79
TCW ETF Trust - TCW Flexible Income ETF 79
Readystate Asset Management Lp 79
Jain Global LLC 79
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 79
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 79
True Link Financial Advisors, LLC 79
MTM Investment Management, LLC 79
Pimco Corporate & Income Strategy Fund 79
WFA of San Diego, LLC 79
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 79
Aviva Plc 79
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 78
Susquehanna Portfolio Strategies, LLC 78
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 78
Clinton Group Inc 78
Kohmann Bosshard Financial Services, LLC 78
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 78
Security National Trust Co 78
Investors Capital Advisory Services 78
Pimco Income Strategy Fund Ii 78
Kessler Investment Group, LLC 78
Capital Guardian Trust Co 78
FNY Partners Fund LP 78
Wasatch Advisors Inc 78
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 78
Naples Global Advisors, Llc 78
Knights of Columbus Asset Advisors LLC 78
Glenview Trust Co 78
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 78
Seizert Capital Partners, Llc 78
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 78
Cigna Investments Inc /new 78
Advisors Capital Management, LLC 78
First Foundation Advisors 78
Westpac Banking Corp 78
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 78
Spectrum Management Group, LLC 78
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 78
Soros Fund Management Llc 77
Daiwa Securities Group Inc. 77
Putnam Fl Investment Management Co 77
N.E.W. Advisory Services LLC 77
D'Orazio & Associates, Inc. 77
Signal Advisors Wealth, LLC 77
Heck Capital Advisors, LLC 77
Beacon Financial Advisory LLC 77
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 77
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 77
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 77
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 77
Piermont Capital Management LLC 77
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 77
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 77
AUERX - Unified Series Trust - Auer Growth Fund 77
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 77
John Hancock Premium Dividend Fund 77
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 77
BlackRock Capital Allocation Trust 77
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 77
Bbva Usa 77
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 77
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 77
Great Diamond Partners, LLC 77
Insigneo Advisory Services, Llc 77
Winton Diversified Opportunities Fund 77
Investment Centers Of America Inc 77
Triumph Capital Management 77
Manchester Financial Inc 77
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 77
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 77
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 77
Sage Mountain Advisors LLC 77
Patriot Investment Management Inc. 77
Strategic Asset Management, LLC 77
Northwest & Ethical Investments L.P. 77
Cooper Financial Group 76
Virtus Global Multi-sector Income Fund 76
Putnam Premier Income Trust 76
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 76
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 76
GABELLI & Co INVESTMENT ADVISERS, INC. 76
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 76
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 76
Koch Industries Inc 76
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 76
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 76
I.g. Investment Management, Ltd. 76
PMC FIG Opportunities LLC 76
Western Asset Global Corporate Defined Opportunity Fund Inc. 76
Worth Asset Management, LLC 76
TBLL - Invesco Exchange-Traded Fund Trust II - Invesco Treasury Collateral ETF 76
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 76
Dean Investment Associates, Llc 76
Boston Private Bank & Trust Co 76
Syverson Strege & Co 76
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 76
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 76
Ziegler Capital Management, LLC 76
Register Financial Advisors LLC 76
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 76
Trustmark National Bank Trust Department 76
Northwestern Mutual Investment Management Company, Llc 76
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 76
Duncker Streett & Co Inc 76
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 76
Capital A Wealth Management, LLC 76
InterOcean Capital Group, LLC 76
Qs Batterymarch Financial Management, Inc 75
Endurance Wealth Management, Inc. 75
Cahill Financial Advisors Inc 75
Lynx Investment Advisory 75
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 75
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 75
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 75
Leuthold Group, Llc 75
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 75
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 75
Hartford Investment Management Co 75
North Reef Capital Management LP 75
Lmcg Investments, Llc 75
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 75
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 75
American Research & Management Co. 75
Gateway Advisory, LLC 75
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 75
Exencial Wealth Advisors, Llc 75
Candriam Luxembourg S.C.A. 75
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 75
Absolute Capital Management, LLC 75
Oxbow Advisors, LLC 75
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 75
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 75
DB Wealth Management Group, LLC 75
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 75
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 75
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 75
Nbt Bank N A /ny 75
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 75
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 75
Lake Point Wealth Management 75
Intellectus Partners, LLC 75
Crews Bank & Trust 75
Insight Advisors, LLC/ PA 75
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 75
Clearview Wealth Advisors LLC 75
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 75
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 74
Fortis Capital Advisors, LLC 74
Carlson Capital L P 74
Armstrong Advisory Group, Inc 74
Cadence Capital Management Llc 74
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 74
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 74
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 74
BCJ Capital Management, LLC 74
John Hancock Tax-advantaged Dividend Income Fund 74
State Of Michigan Retirement System 74
Erste Asset Management GmbH 74
Personal Wealth Partners 74
Prosperity Consulting Group, LLC 74
Pacific Ridge Capital Partners, LLC 74
Ford Financial Group, LLC 74
TAP Consulting, LLC 74
Hayden Royal, Llc 74
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 74
Winch Advisory Services, LLC 74
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 74
Thompson Investment Management, Inc. 74
Commonwealth Financial Services, LLC 74
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 74
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 74
Northwest Wealth Management, Llc 74
Trust Department Mb Financial Bank N A 74
Gwn Securities Inc. 74
Fort Washington Investment Advisors Inc /oh/ 74
Albion Financial Group /ut 73
AllSquare Wealth Management LLC 73
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 73
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 73
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 73
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 73
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 73
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 73
Transform Wealth, LLC 73
FGOVX - FIDELITY INCOME FUND /MA/ - Fidelity Government Income Fund 73
Legacy Advisors, LLC 73
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 73
BSW Wealth Partners 73
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 73
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 73
Tcg Advisors, Lp 73
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 73
CWA Asset Management Group, LLC 73
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 73
Zweig-DiMenna Associates LLC 73
Philadelphia Financial Management of San Francisco, LLC 73
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 73
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 73
BI Asset Management Fondsmaeglerselskab A/S 73
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 73
Diligent Investors, LLC 73
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 73
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 73
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 73
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 73
Fifth Third Securities, Inc. 73
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 73
NOUGX - Northern Funds - Northern U.s. Government Fund 73
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 73
Chilton Capital Management Llc 73
Standard Life Aberdeen plc 73
VestGen Advisors, LLC 73
Waratah Capital Advisors Ltd. 73
Santori & Peters, Inc. 73
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 73
Signature Securities Group Corporation 73
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 73
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 73
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 73
Gierl Augustine Investment Management Inc 72
Interchange Capital Partners, LLC 72
Gateway Wealth Partners, LLC 72
Formidable Asset Management, LLC 72
Qrg Capital Management, Inc. 72
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 72
IFC Holdings Incorporated/FL 72
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 72
VitalStone Financial, LLC 72
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 72
Fragasso Group Inc. 72
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 72
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 72
Western Asset Premier Bond Fund 72
Aviance Capital Management, Llc 72
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 72
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 72
Heritage Trust Co 72
Dfpg Investments, Llc 72
ARGI Investment Services, LLC 72
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 72
Caitlin John, LLC 72
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 72
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 72
Logan Capital Management Inc 72
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 72
Tyers Asset Management LLC 72
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 72
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 72
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 72
Meitav Dash Investments Ltd 72
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 72
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 72
Clearwater Capital Advisors, LLC 72
River Wealth Advisors LLC 72
Klingman & Associates, LLC 71
Steel Peak Wealth Management LLC 71
Hanson & Doremus Investment Management 71
Nvwm, Llc 71
Tiaa, Fsb 71
Secure Asset Management, LLC 71
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 71
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 71
Munder Capital Management 71
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 71
Hoxton Financial, Inc. 71
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 71
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 71
Tanglewood Legacy Advisors, LLC 71
BlackRock ESG Capital Allocation Trust 71
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 71
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 71
NN Investment Partners Holdings N.V. 71
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 71
PFG Private Wealth Management, LLC 71
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 71
Herold Advisors, Inc. 71
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 71
Peregrine Capital Management Llc 71
Neo Ivy Capital Management 71
Fulcrum Equity Management 71
Romano Brothers And Company 71
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 71
Keystone Wealth Services, LLC 71
Gator Capital Management, LLC 71
Beaumont Financial Partners, LLC 71
Legacy Wealth Managment, LLC/ID 71
Sterling Investment Advisors, Ltd. 71
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 70
PRW Wealth Management LLC 70
City State Bank 70
CenterStar Asset Management, LLC 70
Kalos Management, Inc. 70
Pimco Strategic Income Fund, Inc 70
Stonebridge Financial Planning Group, LLC 70
Frontier Wealth Management LLC 70
Beacon Capital Management, Inc. 70
G&S Capital LLC 70
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 70
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 70
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 70
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 70
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 70
Harbour Capital Advisors, LLC 70
RMR Wealth Builders 70
Thomas White International Ltd 70
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 70
Banque Cantonale Vaudoise 70
Capital Research Global Investors 70
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 70
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 70
Rothschild Investment Corp /il 70
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 70
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 70
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 70
New Mexico Educational Retirement Board 70
Park National Corp /oh/ 70
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 70
Cary Street Partners Asset Management Llc 70
VCIFX - VALIC Co I - International Government Bond Fund 70
Capital Financial Planning, LLC 70
Clough Global Dividend & Income Fund 70
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 70
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 70
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 70
IMG Wealth Management, Inc. 70
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 70
RiverFront Investment Group, LLC 70
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 70
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 70
Garrett Wealth Advisory Group, LLC 70
Cassady Schiller Wealth Management, LLC 70
Onyx Bridge Wealth Group LLC 70
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 70
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 70
Joel Isaacson & Co., LLC 70
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 69
Wealth Alliance 69
Chartwell Investment Partners, Llc 69
Hobbs Group Advisors, LLC 69
Allstate Corp 69
First PREMIER Bank 69
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 69
Better Money Decisions, LLC 69
Psagot Value Holdings Ltd. / (Israel) 69
Whitnell & Co. 69
Resonant Capital Advisors, LLC 69
Ashton Thomas Securities, Llc 69
Iron Horse Wealth Management, LLC 69
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 69
Brewin Dolphin Ltd 69
AMG National Trust Bank 69
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 69
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 69
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 69
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 69
Campbell Multi-strategy Trust 69
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 69
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 69
Pallas Capital Advisors LLC 69
Ativo Capital Management LLC 69
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 69
Segment Wealth Management, LLC 69
Pinnacle Summer Investments, Inc. 69
West Paces Advisors Inc. 69
Courier Capital Llc 69
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 69
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 69
Barrett & Company, Inc. 69
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 69
Opus Capital Group, LLC 69
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 69
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 68
Evolution Wealth Management Inc. 68
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 68
Koss-Olinger Consulting, LLC 68
Wayfinding Financial, LLC 68
CBIZ Investment Advisory Services, LLC 68
Safeguard Investment Advisory Group, LLC 68
TWUSX - American Century Government Income Trust - Short-term Government Fund Investor Class 68
Nemes Rush Group LLC 68
Hanlon Investment Management, Inc. 68
Capula Management Ltd 68
SVPIX - Profunds - Small-cap Value Profund Investor Class 68
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 68
Keeley-Teton Advisors, LLC 68
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 68
Bogle Investment Management L P /de/ 68
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 68
Evolution Wealth Advisors, LLC 68
Telemus Capital, Llc 68
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 68
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 68
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 68
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 68
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 68
WSGIX - WELLS FARGO FUNDS TRUST - Wells Fargo Short Duration Government Bond Fund Institutional Class 68
Samalin Investment Counsel, LLC 68
Adirondack Trust Co 68
Cpwm, Llc 68
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 68
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 68
Red Tortoise LLC 68
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 68
Mascagni Wealth Management, Inc. 68
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 68
Truewealth Llc 68
Profunds - Profund Vp Small-cap Value 68
PIMCO FUNDS - PIMCO Short-Term Portfolio 68
South Dakota Investment Council 68
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 68
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 68
Capstone Series Fund Inc 68
Pimco Income Strategy Fund 68
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 68
Avalon Advisors, Llc 68
First National Trust Co 68
Cohen & Steers Total Return Realty Fund Inc 68
Noble Wealth Management PBC 68
Retirement Systems of Alabama 68
Frazier Financial Advisors, LLC 68
FSTGX - FIDELITY INCOME FUND /MA/ - Fidelity Intermediate Government Income Fund 68
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 68
Teton Westwood Funds 68
Gladius Capital Management LP 67
Northwest Financial Advisors 67
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 67
Voisard Asset Management Group, Inc. 67
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 67
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 67
SignalPoint Asset Management, LLC 67
Mainstay Capital Management Llc /adv 67
Index Management Solutions, LLC 67
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 67
Mcdonald Partners Llc 67
Agf Investments Inc. 67
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 67
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 67
Thb Asset Management 67
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 67
Highland Capital Management Lp 67
Retirement Planning Co of New England, Inc. 67
XAOHX - NORTH CAROLINA CAPITAL MANAGEMENT TRUST - Term Portfolio 67
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 67
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF 67
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 67
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 67
Element Capital Management Llc 67
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 67
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 67
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 67
Operose Advisors LLC 67
Mayflower Financial Advisors, LLC 67
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 67
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 67
Enlightenment Research, LLC 67
Forest Hill Capital, LLC 67
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 67
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 67
Chesley Taft & Associates LLC 67
OTA Financial Group L.P. 67
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 67
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 67
Symmetry Partners, LLC 66
Waddell & Reed Financial Inc 66
Crestline Management, LP 66
FFXSX - FIDELITY ADVISOR SERIES IV - Fidelity Limited Term Government Fund 66
Consolidated Portfolio Review Corp 66
Kavar Capital Partners, LLC 66
Mpwm Advisory Solutions, Llc 66
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 66
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 66
Nuveen Tax Advantaged Total Return Strategy Fund 66
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 66
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 66
Maltin Wealth Management, Inc. 66
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 66
Regent Peak Wealth Advisors LLC 66
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 66
Advocacy Wealth Management Services, LLC 66
Sovran Advisors, LLC 66
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 66
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 66
Tiedemann Advisors, Llc 66
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 66
Millstone Evans Group, LLC 66
Kms Financial Services, Inc 66
Wetzel Investment Advisors, Inc. 66
Parkwood LLC 66
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 66
Ridgewood Investments LLC 66
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 66
Elite Wealth Management, Inc. 66
American Trust 66
Sheaff Brock Investment Advisors, LLC 66
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 66
Stone House Investment Management, LLC 66
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 66
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 66
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 66
Annapolis Financial Services, LLC 66
Planned Solutions, Inc. 66
Alpha Windward Llc 65
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 65
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 65
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 65
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 65
Northpointe Capital Llc 65
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 65
Allegheny Financial Group LTD 65
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 65
Water Island Capital Llc 65
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 65
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 65
Burney Co/ 65
Bradley & Co. Private Wealth Management, LLC 65
Sierra Ocean, Llc 65
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 65
NEFLX - LOOMIS SAYLES FUNDS II - Loomis Sayles Limited Term Government and Agency Fund Class A 65
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 65
Pineridge Advisors LLC 65
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 65
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 65
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 65
Sound View Wealth Advisors Group, LLC 65
NorthCrest Asset Manangement, LLC 65
TCTC Holdings, LLC 65
Pittenger & Anderson Inc 65
Girard Partners Ltd. 65
PFS Partners, LLC 65
Putnam Master Intermediate Income Trust 65
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 65
Sumitomo Mitsui Trust Holdings, Inc. 65
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 65
Flaharty Asset Management, LLC 65
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 65
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 65
Authentikos Wealth Advisory, LLC 65
MBOVX - M FUND INC - M Large Cap Value Fund 65
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 65
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 65
Algebris (uk) Ltd 65
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 65
Drive Wealth Management, Llc 65
John Hancock Hedged Equity & Income Fund 65
Ballew Advisors, Inc 65
Callan Family Office, LLC 65
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 65
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 65
Meritage Portfolio Management 64
Summit Financial, LLC 64
Elevated Capital Advisors, LLC 64
Castle Rock Wealth Management, LLC 64
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 64
VGLSX - VALIC Co I - Global Strategy Fund 64
Caisse De Depot Et Placement Du Quebec 64
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 64
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 64
Whitener Capital Management, Inc. 64
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 64
Clover Partners, L.P. 64
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 64
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 64
Pinkerton Retirement Specialists, LLC 64
Semmax Financial Advisors Inc. 64
Mark Sheptoff Financial Planning, Llc 64
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 64
Bouchey Financial Group Ltd 64
Arlington Capital Management, Inc. 64
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 64
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 64
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 64
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 64
Black Maple Capital Management LP 64
Pimco High Income Fund 64
Hallmark Capital Management Inc 64
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 64
Mattson Financial Services, LLC 64
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 64
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 64
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 64
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 64
Bank Julius Baer & Co. Ltd, Zurich 64
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 64
Aspect Partners, LLC 64
High Net Worth Advisory Group LLC 64
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 64
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 64
Oarsman Capital, Inc. 64
Winnow Wealth Llc 64
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 64
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 64
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 64
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 64
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 64
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 64
Icon Wealth Advisors, LLC 64
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 64
Hexavest Inc. 64
Peapack Gladstone Financial Corp 63
AlphaOne Investment Services, LLC 63
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 63
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 63
Perkins Investment Management, LLC 63
Tiaa Trust, National Association 63
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 63
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 63
Legacy Investment Solutions, LLC 63
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 63
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 63
Clough Global Opportunities Fund 63
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 63
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 63
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 63
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 63
Cyndeo Wealth Partners, LLC 63
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 63
Waldron Private Wealth LLC 63
Maverick Capital Ltd 63
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 63
Old North State Trust, LLC 63
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 63
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 63
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 63
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 63
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 63
Choate Investment Advisors 63
MML Series Investment Fund II - MML Blend Fund Initial Class 63
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 63
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 63
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 63
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 63
Rockefeller Financial Services Inc 63
Neuburgh Advisers LLC 63
CSat Investment Advisory, L.P. 63
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 63
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 63
Providence Capital Advisors, LLC 63
KCS Wealth Advisory 63
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 63
Vivaldi Capital Management, LLC 62
Pin Oak Investment Advisors Inc 62
NatWest Group plc 62
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 62
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 62
Pacific Sun Financial Corp 62
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 62
Highland Capital Management Fund Advisors, L.p. 62
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 62
Relative Value Partners Group, LLC 62
Farmers & Merchants Trust Co of Chambersburg PA 62
1620 Investment Advisors, Inc. 62
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 62
Sit Investment Associates Inc 62
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 62
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 62
Per Stirling Capital Management, LLC. 62
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 62
ULTRA SERIES FUND - Core Bond Fund Class I 62
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 62
Bellevue Asset Management, Llc 62
WELLS FARGO MASTER TRUST - Wells Fargo Strategic Retirement Bond Portfolio 62
Axiom Investment Management LLC 62
First National Corp /ma/ /adv 62
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 62
Wakefield Asset Management LLLP 62
Bell Rock Capital Llc 62
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 62
Hirtle Callaghan & Co LLC 62
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 62
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 62
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 62
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 62
Connable Office Inc 62
Apella Capital, LLC 62
Delaware Enhanced Global Dividend & Income Fund 62
Leo Wealth, LLC 62
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 62
Norden Group Llc 62
Moore Capital Management, Lp 62
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 62
Aurora Private Wealth, Inc. 62
Reuter James Wealth Management, Llc 62
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 62
Algebris Investments (UK) LLP 62
Berger Financial Group, Inc 62
SpiderRock Advisors, LLC 62
Investment Partners, Ltd. 62
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 62
Roble, Belko & Company, Inc 62
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 62
Nuveen Tax-advantaged Dividend Growth Fund 62
Brookfield Asset Management Inc. 62
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 62
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 62
TFO USA Ltd 61
Aprio Wealth Management, LLC 61
Creative Capital Management Investments LLC 61
Hilltop National Bank 61
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 61
Pacifica Partners Inc. 61
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 61
Mountain Capital Investment Advisors, Inc 61
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 61
McMahon Financial Advisors, LLC 61
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 61
ISHG - iSHARES TRUST - iShares 1-3 Year International Treasury Bond ETF 61
Windsor Capital Management, LLC 61
Fred Alger Management, Llc 61
Crestwood Advisors Group LLC 61
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 61
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 61
ULTRA SERIES FUND - Diversified Income Fund Class I 61
QCM Cayman, Ltd. 61
Old Mutual Global Investors (UK) Ltd. 61
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 61
FIGKX - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS Class R Shares 61
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 61
683 Capital Management, LLC 61
First Bank & Trust 61
Shine Investment Advisory Services Inc 61
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 61
Flinton Capital Management LLC 61
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 61
Richard W. Paul & Associates, LLC 61
First Financial Corp /in/ 61
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 61
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 61
Comerica Securities Inc 61
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 61
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 61
Waterloo Capital, L.P. 61
Sun Life Financial Inc 61
LVZ Advisors, Inc. 61
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 61
Utah Retirement Systems 61
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 61
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 61
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 61
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 61
Navellier & Associates Inc 61
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 61
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 61
Aspiriant, Llc 61
Byrne Asset Management LLC 61
Barnett & Company, Inc. 61
Scarborough Advisors, LLC 61
Virginia Retirement System 61
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 61
Turner Investments, L.p. 61
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 60
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 60
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 60
IYF - iSHARES TRUST - iShares U.S. Financials ETF 60
Concorde Asset Management, LLC 60
Allred Capital Management, LLC 60
WealthStone, Inc. 60
ISAM Funds (UK) Ltd 60
UYG - PROSHARES TRUST - ProShares Ultra Financials 60
O'Dell Group, LLC 60
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 60
Janus Capital Management Llc 60
Altium Wealth Management LLC 60
Wealthgarden F.s. Llc 60
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 60
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 60
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 60
Miles Capital, Inc. 60
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 60
Nuveen Global High Income Fund 60
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 60
Halbert Hargrove Global Advisors, Llc 60
Legacy Capital Group California, Inc. 60
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 60
Gendell Jeffrey L 60
Richardson Financial Services Inc. 60
NSIUX - Northern Funds - Northern Short-intermediate U.s. Government Fund 60
Shepherd Kaplan Krochuk, Llc 60
Profunds - Profund Vp Financials 60
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 60
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 60
BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF 60
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 60
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 60
Sageworth Trust Co of South Dakota 60
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 60
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 60
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 60
Capital Advisors Inc/ok 60
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 60
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 60
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 60
Fidelis Capital Partners, LLC 60
Second Curve Capital Llc 60
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 60
Arcadia Investment Management Corp/mi 60
Legato Capital Management LLC 60
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 60
Linscomb & Williams, Inc. 60
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 60
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 60
BFIX - Build Funds Trust - Build Bond Innovation ETF 60
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 59
Peak6 Llc 59
First American Bank 59
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 59
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 59
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 59
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 59
Texas Yale Capital Corp. 59
Polaris Wealth Advisory Group, LLC 59
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 59
Greenwood Capital Associates Llc 59
Marino, Stram & Associates Llc 59
Sax Wealth Advisors, Llc 59
Legacy Financial Group LLC 59
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 59
Legacy Capital Wealth Partners, LLC 59
West Tower Group, LLC 59
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 59
Cowen Group, Inc. 59
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 59
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 59
Lake Street Advisors Group, Llc 59
American Capital Advisory, LLC 59
Blackrock Multi-sector Opportunities Trust 59
Evanson Asset Management, LLC 59
Alpenglow Capital LP 59
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 59
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 59
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 59
Intercontinental Wealth Advisors, LLC 59
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 59
Dean Capital Management 59
Holloway Wealth Management, LLC 59
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 59
Biltmore Capital Advisors LLC 59
Oberweis Asset Management Inc/ 59
Great Lakes Retirement, Inc. 59
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 59
Altfest L J & Co Inc 59
Walthausen & Co., LLC 59
Western Asset Global High Income Fund Inc. 59
SYM FINANCIAL Corp 59
Capital Advisory Group Advisory Services, LLC 59
Washington Trust Advisors, Inc. 59
Arden Investment Series Trust 59
Kapitalo Investimentos Ltda 59
Retirement Planning Group 59
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 59
New Millennium Group LLC 59
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 59
Dividend Asset Capital, Llc 59
Oder Investment Management, LLC 59
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 59
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 59
Patriot Financial Partners Gp, Lp 59
AGF Investments LLC 59
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 59
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 59
Novem Group 59
MARSHALL WACE ASIA Ltd 59
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 59
Lantz Financial LLC 59
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 58
Walkner Condon Financial Advisors LLC 58
SGPIX - Profunds - Small-cap Growth Profund Investor Class 58
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 58
Hartford Financial Management Inc. 58
Heartland Advisors Inc 58
Capital Wealth Alliance, LLC 58
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 58
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 58
Premia Global Advisors, Llc 58
Shapiro Robert N 58
Redwood Wealth Management Group, LLC 58
Hartford Series Fund Inc 58
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 58
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 58
Strategic Investment Solutions, Inc. /IL 58
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 58
SLIM - Janus Detroit Street Trust - The Obesity ETF 58
Blackrock Debt Strategies Fund, Inc. 58
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 58
Sage Capital Advisors,llc 58
Semanteon Capital Management, LP 58
Curi Wealth Management, LLC 58
Fermata Advisors, LLC 58
Sequent Planning LLC 58
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 58
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 58
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 58
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 58
Boston Trust Walden Corp 58
HighPoint Advisor Group LLC 58
Baker Tilly Financial, Llc 58
Baltimore-Washington Financial Advisors, Inc. 58
Omnia Family Wealth, LLC 58
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 58
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 58
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 58
Fca Corp /tx 58
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 58
Inscription Capital, LLC 58
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 58
Amplius Wealth Advisors, LLC 58
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 58
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 58
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 58
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 58
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 58
Masso Torrence Wealth Management Inc. 58
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 58
Equitable Trust Co 58
Cohen & Steers, Inc. 58
Financial Perspectives, Inc 58
Tcw Group Inc 58
Estabrook Capital Management 58
Antonetti Capital Management LLC 58
Thomas J. Herzfeld Advisors, Inc. 58
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 57
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 57
Summit Financial Wealth Advisors, LLC 57
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 57
Quaker Wealth Management, LLC 57
WealthTrak Capital Management LLC 57
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 57
Fortis Group Advisors, LLC 57
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 57
Cantab Capital Partners LLP 57
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 57
Founders Capital Management 57
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 57
Zullo Investment Group, Inc. 57
Graves-Light Private Wealth Management, Inc. 57
Central Pacific Bank - Trust Division 57
Corton Capital Inc. 57
Fort Point Capital Partners LLC 57
Profunds - Profund Vp Small-cap Growth 57
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 57
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 57
Wealth Advisory Solutions, LLC 57
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 57
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 57
Sepio Capital, LP 57
Nalls Sherbakoff Group, Llc 57
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 57
TWSGX - Northern Lights Fund Trust - TransWestern Institutional Short Duration Government Bond Fund 57
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 57
Delaware Vip Trust - Delaware Vip Value Series Standard Class 57
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 57
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 57
Investment Counselors Of Maryland Llc 57
Dogwood Wealth Management LLC 57
Shufro Rose & Co Llc 57
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 57
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 57
WealthTrust-Arizona, LLC 57
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 57
JBF Capital, Inc. 57
SkyView Investment Advisors, LLC 57
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 57
F3Logic, LLC 57
Kilter Group LLC 57
Howard Wealth Management, Llc 57
RBF Capital, LLC 57
Cozad Asset Management Inc 57
Kiker Wealth Management, LLC 57
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 57
Integrity Alliance, Llc. 57
Actinver Wealth Management, Inc. 57
Nfj Investment Group, Llc 57
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 57
United Community Bank 57
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 57
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 57
McElhenny Sheffield Capital Management, LLC 57
Kiley Juergens Wealth Management, Llc 57
Willingdon Wealth Management 57
First New York Securities Llc /ny 57
Headinvest, Llc 57
Lowe Wealth Advisors, LLC 56
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 56
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 56
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 56
West Branch Capital LLC 56
Gallagher Fiduciary Advisors, LLC 56
Able Wealth Management LLC 56
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 56
Bullseye Investment Management, LLC 56
Mfs Intermediate Income Trust 56
XFIV - BondBloxx ETF Trust - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 56
Roosevelt Investment Group Llc 56
Synergy Investment Management, LLC 56
Decker Retirement Planning Inc. 56
Hills Bank & Trust Co 56
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 56
Scientech Research LLC 56
FSA Wealth Management LLC 56
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 56
Corrado Advisors, Llc 56
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 56
Carmel Capital Partners, LLC 56
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 56
Win Advisors, Inc 56
Maia Wealth LLC 56
First City Capital Management, Inc. 56
WMG Financial Advisors, LLC 56
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 56
Global X Management CO LLC 56
Six Circles Trust - Six Circles Tax Aware Bond Fund 56
Abich Financial Wealth Management LLC 56
Essex Savings Bank 56
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 56
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 56
Lansing Street Advisors 56
Santa Fe Partners LLC 56
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 56
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 56
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 56
Banco Santander, S.A. 56
Rotella Capital Management, Inc. 56
Capital International Investors 56
Rossmore Private Capital 56
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 56
Centerpoint Advisors, LLC 56
Ronald Blue & Co Llc 56
BKM Wealth Management, LLC 56
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 56
Friedenthal Financial 55
Pimco Flexible Credit Income Fund 55
Pekin Hardy Strauss, Inc. 55
Edge Capital Group, LLC 55
Crabel Capital Management, LLC 55
PrairieView Partners, LLC 55
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 55
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 55
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 55
Palladium Partners Llc 55
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 55
Rowland Carmichael Advisors Inc /adv 55
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 55
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 55
Geneva Advisors, LLC 55
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 55
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 55
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 55
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 55
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 55
Global Assets Advisory, LLC 55
Us Financial Advisors, Llc 55
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 55
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 55
Ulysses Management LLC 55
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 55
Bank of New Hampshire 55
Breakwater Capital Group 55
Phillips Financial Management, Llc 55
Parcion Private Wealth LLC 55
Reliance Trust Co Of Delaware 55
Pendal Group Ltd 55
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 55
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 55
West Family Investments, Inc. 55
Element Wealth, LLC 55
Straight Path Wealth Management 55
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 55
Beck Capital Management, Llc 55
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 55
Dearborn Partners Llc 55
Human Investing LLC 55
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 55
Haverford Trust Co 55
1st Source Bank 55
American Financial Network Advisory Services Llc 55
CRA Financial Services, LLC 55
Zrc Wealth Management, Llc 55
Bfsg, Llc 55
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 55
Maple Securities Usa Inc 55
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 55
Elmwood Wealth Management, Inc. 55
NJ State Employees Deferred Compensation Plan 55
Castle Wealth Management Llc 54
Future Financial Wealth Managment LLC 54
Ethos Financial Group, LLC 54
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 54
AHIVX - American Century Investment Trust - High Income Fund Investor Class 54
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 54
PCA Investment Advisory Services Inc. 54
Safeguard Financial, LLC 54
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 54
Pimco Global Stocksplus & Income Fund 54
ZPR Investment Management 54
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 54
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 54
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 54
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 54
CBOE Vest Financial, LLC 54
Conning Inc. 54
Integral Derivatives, LLC 54
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 54
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 54
Laurel Wealth Planning LLC 54
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 54
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 54
Nilsine Partners, LLC 54
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 54
Ckw Financial Group 54
Harvest Capital Strategies LLC 54
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 54
QGMIX - AQR Funds - AQR Global Macro Fund Class I 54
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 54
PDS Planning, Inc 54
SRTTX - SMA RELATIONSHIP TRUST - Series T 54
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 54
Crescent Capital Consulting, LLC 54
Solaris Asset Management Llc 54
McGlone Suttner Wealth Management, Inc. 54
Hoey Investments, Inc 54
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 54
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 54
Guidance Point Advisors, LLC 54
Artemis Investment Management LLP 54
HighMark Wealth Management LLC 54
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 54
Braun-Bostich & Associates Inc. 54
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF 54
Perennial Investment Advisors, LLC 54
Baldrige Asset Management LLC 54
Weaver C. Barksdale & Associates, Inc. 54
Bridgewater Associates, LP 54
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 54
Gideon Capital Advisors, Inc. 54
SYSTM Wealth Solutions LLC 54
Patton Albertson Miller Group, Llc 54
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 54
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 54
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 54
STXK - EA Series Trust - Strive Small-Cap ETF 54
Valtinson Bruner Financial Planning LLC 54
Iowa State Bank 54
Western Asset Variable Rate Strategic Fund Inc. 54
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 54
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 54
Meridian Wealth Advisors, LLC 54
Encompass Wealth Advisors, Llc 54
WESPAC Advisors SoCal, LLC 54
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 54
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 54
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 53
Alpha Cubed Investments, LLC 53
Daymark Wealth Partners, Llc 53
Monument Capital Management 53
Next Capital Management LLC 53
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 53
Guggenheim Strategic Opportunities Fund 53
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 53
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 53
Northwest Capital Management Inc 53
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 53
IBM Retirement Fund 53
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 53
Biltmore Family Office, LLC 53
Fulton Bank, N.a. 53
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 53
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 53
Folger Hill Asset Management LP 53
Cutter & CO Brokerage, Inc. 53
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 53
Cardan Capital Partners, LLC 53
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 53
Signition Lp 53
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 53
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 53
Spot Trading L.l.c. 53
Intrust Bank Na 53
Monashee Investment Management LLC 53
SummerHaven Investment Management, LLC 53
Ferris Capital, Llc 53
Nuveen S&p 500 Dynamic Overwrite Fund 53
Redwood Investment Management, Llc 53
FSSWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Treasury Bond Index Fund 53
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 53
Allen Capital Group, LLC 53
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 53
Cramer Rosenthal Mcglynn Llc 53
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 53
Cypress Capital Management LLC (WY) 53
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 53
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 53
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 53
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 53
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 53
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 53
First Midwest Bank Trust Division 53
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 53
Western Asset High Income Fund Ii Inc. 53
Oxford Financial Group Ltd 53
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 53
Montecito Bank & Trust 53
Alpha Omega Wealth Management LLC 53
FTRGX - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND Institutional Shares 53
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 53
Hoover Financial Advisors, Inc. 53
Congress Asset Management Co /ma 53
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 53
Valued Wealth Advisors LLC 53
Godsey & Gibb Associates 53
Bruderman Asset Management, LLC 53
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 53
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 53
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 53
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 53
Genesis Wealth Advisors, LLC 53
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 53
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 53
IXG - iSHARES TRUST - iShares Global Financials ETF 53
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 52
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 52
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 52
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 52
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 52
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 52
Laidlaw Wealth Management LLC 52
Provenance Wealth Advisors, LLC 52
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 52
First Pacific Financial 52
Morningstar Investment Services LLC 52
GFS Advisors, LLC 52
Principle Wealth Partners Llc 52
Cim Investment Mangement Inc 52
Ategra Capital Management, LLC 52
LM Advisors LLC 52
Corbenic Partners LLC 52
Estate Counselors, LLC 52
Farmers National Bank 52
Clarius Group, LLC 52
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 52
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 52
Busey Wealth Management 52
WMS Partners, LLC 52
Sumitomo Mitsui DS Asset Management Company, Ltd 52
Stokes Family Office, LLC 52
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 52
Diametric Capital, LP 52
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 52
Principia Wealth Advisory, LLC 52
Vima Llc 52
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 52
Anchor Capital Advisors Llc 52
Qtron Investments LLC 52
Iat Reinsurance Co Ltd. 52
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 52
Voya Global Advantage & Premium Opportunity Fund 52
Man Investments Ltd 52
ORG Wealth Partners, LLC 52
TFB Advisors LLC 52
Prentice Wealth Management LLC 52
ERn Financial, LLC 52
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 52
M&g Investment Management Ltd 52
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 52
Calamos Global Dynamic Income Fund 52
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 52
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 52
DT Investment Partners, LLC 52
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 52
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional 52
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 52
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 52
Bangor Savings Bank 52
Astoria Portfolio Advisors LLC. 52
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 52
FUAMX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Treasury Bond Index Fund 52
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 52
Mid Continent Capital Llc/il 52
DAACX - Adviser Managed Trust - Diversified Equity Fund 52
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 52
Spinnaker Trust 52
JDM Financial Group LLC 52
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 52
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 52
Kwmg, Llc 52
Pine Valley Investments Ltd Liability Co 52
McClarren Financial Advisors, Inc. 52
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 52
Foster & Motley Inc 52
Oxler Private Wealth LLC 52
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 52
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 52
New Wave Wealth Advisors Llc 52
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 52
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 52
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 52
Personal Capital Advisors Corp 52
Garden State Investment Advisory Services LLC 52
Crow Point Partners, LLC 52
Central Bank & Trust Co 52
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 52
Centennial Wealth Advisory LLC 51
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 51
Affinity Investment Advisors, Llc 51
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 51
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 51
SPC Financial, Inc. 51
Topsail Wealth Management, LLC 51
Firestone Capital Management 51
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 51
Oppenheimer Variable Account Funds 51
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 51
Ionic Capital Management LLC 51
Fusion Family Wealth LLC 51
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 51
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF 51
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 51
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 51
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 51
StrategIQ Financial Group, LLC 51
T. Rowe Price Investment Management, Inc. 51
New Age Alpha Advisors, LLC 51
Private Capital Management Llc 51
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 51
PCG Wealth Advisors, LLC 51
Soltis Investment Advisors LLC 51
Red Door Wealth Management, LLC 51
Brown, Lisle/cummings, Inc. 51
Fourth Dimension Wealth, LLC 51
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 51
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 51
MGB Wealth Management, LLC 51
Summit X, LLC 51
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 51
Schechter Investment Advisors, LLC 51
Nottingham Advisors, Inc. 51
Oliver Luxxe Assets LLC 51
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 51
Engrave Wealth Partners LLC 51
SG3 Management, LLC 51
Munder Series Trust 51
Morton Brown Family Wealth, LLC 51
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 51
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 51
SLDR - Global X Funds - Global X Short-Term Treasury Ladder ETF 51
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 51
Perkins Coie Trust Co 51
Columbia Partners L L C Investment Management 51
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 51
Vaughan Nelson Investment Management, L.p. 51
Pathway Financial Advisors LLC 51
Fifth Third Wealth Advisors LLC 51
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 51
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 51
EMC Capital Management 51
Cromwell Holdings LLC 51
Fma Advisory Inc 51
Alaska Permanent Fund Corp 51
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 50
Grey Fox Wealth Advisors, LLC 50
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 50
Bradley Foster & Sargent Inc/ct 50
Krane Funds Advisors LLC 50
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 50
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 50
Prentiss Smith & Co Inc 50
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 50
Lee Danner & Bass Inc 50
Leisure Capital Management 50
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 50
Syon Capital Llc 50
Octavia Wealth Advisors, LLC 50
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 50
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 50
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 50
Virtus ETF Advisers LLC 50
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 50
Milestone Asset Management, Llc 50
FSGTX - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS Class Y Shares 50
Decade Capital Management Llc 50
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 50
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 50
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 50
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 50
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 50
Cerebellum GP, LLC 50
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 50
Glovista Investments LLC 50
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 50
Woodard & Co Asset Management Group Inc /adv 50
Lbmc Investment Advisors, Llc 50
Silverlake Wealth Management Llc 50
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 50
Bray Capital Advisors 50
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 50
PENN SERIES FUNDS INC - Small Cap Value Fund 50
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 50
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 50
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 50
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 50
Capital Wealth Planning, LLC 50
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 50
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 50
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 50
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 50
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 50
Financial Connections Group, Inc. 50
Parsons Capital Management Inc/ri 50
Treasurer of the State of North Carolina 50
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 50
Highland Capital Management, Llc 50
Global X Funds 50
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 50
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 50
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 50
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 50
Sharkey, Howes & Javer 50
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 50
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 50
10Elms LLP 50
Howland Capital Management Llc 50
Bft Financial Group, Llc 50
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 50
Old Port Advisors 50
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 50
Costello Asset Management, INC 50
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 50
1776 Wealth LLC 50
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 50
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 49
Pcm Fund, Inc. 49
First Commonwealth Financial Corp /pa/ 49
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 49
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 49
Vermillion Wealth Management, Inc. 49
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 49
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 49
POM Investment Strategies, LLC 49
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 49
APBAX - Cavanal Hill Funds - Active Core Fund Investor 49
Woodley Farra Manion Portfolio Management Inc 49
Calamos Global Total Return Fund 49
Etf Managers Group, Llc 49
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 49
Legacy CG, LLC 49
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 49
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 49
FSC Wealth Advisors, LLC 49
Binnacle Investments Inc 49
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 49
Hussman Strategic Advisors, Inc. 49
Bridgewater Advisors Inc. 49
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 49
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 49
Telemetry Investments, L.L.C. 49
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 49
Pacific Center for Financial Services 49
DecisionPoint Financial, LLC 49
Cca Investments Trust 49
Orrstown Financial Services Inc 49
Pacific Capital Wealth Advisors, Inc 49
RiverTree Advisors, LLC 49
LBA Wealth Management, LLC 49
Chatham Capital Group, Inc. 49
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 49
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 49
Oakbrook Investments Llc 49
Cowa, Llc 49
Mizuho Trust & Banking Co., Ltd. 49
Retirement Capital Strategies 49
Financial Partners Group, Inc 49
Running Point Capital Advisors, LLC 49
Bank Of Hawaii 49
SpiderRock Trading LLC 49
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 49
Bollard Group LLC 49
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49
Discovery Capital Management, Llc / Ct 49
Signature Wealth Management Group 49
West Oak Capital, LLC 49
Cardiff Park Advisors, Llc 49
Northwestern Mutual Investment Services Llc 49
Spring Creek Capital Llc 49
Monticello Wealth Management, Llc 49
First National Bank Of Omaha 49
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 49
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 49
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 49
Sapient Capital Llc 49
David R. Rahn & Associates Inc. 49
Delta Investment Management, LLC 49
Brookwood Investment Group LLC 49
Todd Asset Management Llc 49
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 49
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 49
Live Your Vision, LLC 49
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 49
Livforsakringsbolaget Skandia, Omsesidigt 49
Occidental Asset Management, LLC 49
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 49
IGJAX - IVY FUNDS - Ivy Government Securities Fund Class A 49
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 49
Welch & Forbes Llc 48
Wade G W & Inc 48
Norris Perne & French Llp/mi 48
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 48
Everett Harris & Co /ca/ 48
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 48
Horizons Wealth Management 48
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 48
WealthCollab, LLC 48
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 48
Seawolf Capital, LLC 48
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 48
Voya Global Equity Dividend & Premium Opportunity Fund 48
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 48
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 48
Rockland Trust Co 48
Harbor Advisors LLC 48
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 48
Schmidt P J Investment Management Inc 48
Affinity Wealth Management Llc 48
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 48
Catalina Capital Group, LLC 48
GLG Partners LP 48
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 48
Epoch Investment Partners, Inc. 48
Black Swift Group, LLC 48
Empirical Asset Management, LLC 48
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 48
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 48
Family Firm, Inc. 48
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 48
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 48
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 48
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 48
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 48
Portside Wealth Group, LLC 48
Curian Capital Llc 48
RDA Financial Network 48
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 48
Spectrum Wealth Counsel, LLC 48
Wealthquest Corp 48
Entrustpermal Partners Offshore Lp 48
Peoples Financial Services Corp. 48
Banco de Sabadell, S.A 48
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 48
Raab & Moskowitz Asset Management LLC 48
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 48
6 Meridian 48
Callan Capital, LLC 48
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 48
Arcus Capital Partners, LLC 48
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 48
Westover Capital Advisors, LLC 48
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 48
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 48
Atlas Private Wealth Management 48
Hengehold Capital Management Llc 48
Aviance Capital Partners, LLC 48
Fs Credit Income Fund 48
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 48
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 48
Parisi Gray Wealth Management 48
CapWealth Advisors, LLC 48
NFP Retirement, Inc. 48
Symphony Financial, Ltd. Co. 48
First National Bank of South Miami 47
Condor Capital Management 47
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 47
Marathon Trading Investment Management LLC 47
Austin Private Wealth, LLC 47
Brand Asset Management Group, Inc. 47
Aj Wealth Strategies, Llc 47
Strategic Capital Alternatives LLC 47
Yahoo Inc 47
First Community Trust Na 47
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 47
Payden & Rygel 47
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 47
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 47
Carolina Wealth Advisors, LLC 47
Icon Advisers Inc/co 47
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 47
Franklin Templeton ETF Trust - Western Asset Bond ETF 47
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 47
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 47
Cornerstone Advisory, LLC 47
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 47
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 47
Iams Wealth Management, Llc 47
Ab Pooling Portfolios 47
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 47
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 47
USS Investment Management Ltd 47
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 47
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 47
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 47
Bayforest Capital Ltd 47
Sierra Capital LLC 47
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 47
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 47
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 47
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 47
Natixis Investment Managers International 47
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 47
IPPP - Listed Funds Trust - Preferred-Plus ETF 47
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 47
Global Macro Portfolio - Global Macro Portfolio 47
Rathbone Brothers plc 47
Risk Paradigm Group, LLC 47
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 47
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 47
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 47
Lebenthal Global Advisors, LLC 47
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 47
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 47
Nelson Capital Management, LLC 47
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 47
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 47
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 47
Agf Management Ltd 47
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 47
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 47
Wexford Capital Lp 47
DC Investments Management, LLC 47
Athena Capital Advisors Llc 47
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 47
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 47
Niemann Capital Management Inc 47
Columbus Macro, LLC 47
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 47
Aspen Investment Management Inc 47
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 47
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 47
IWB - iSHARES TRUST - iShares Russell 1000 ETF 47
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 47
Coastline Trust Co 47
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 47
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 47
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 47
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 47
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 46
Blume Capital Management, Inc. 46
Fulton Breakefield Broenniman Llc 46
Jacobus Wealth Management, Inc. 46
Calamos Wealth Management LLC 46
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 46
Credential Qtrade Securities Inc. 46
Hc Financial Advisors Inc 46
Trust Point Inc. 46
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 46
Cascadia Advisory Services, LLC 46
Gofen & Glossberg Llc /il/ 46
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 46
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 46
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 46
Samlyn Capital, Llc 46
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 46
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 46
Camden Capital, LLC 46
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 46
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 46
Cfm Wealth Partners Llc 46
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 46
Southland Equity Partners LLC 46
XML Financial, LLC 46
Core Wealth Advisors, Inc. 46
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 46
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 46
SWS Partners 46
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 46
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 46
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 46
Kaizen Advisory, Llc 46
Armbruster Capital Management, Inc. 46
Bank Hapoalim Bm 46
NinePointTwo Capital 46
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 46
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 46
American Funds Insurance Series 46
Fundamentun, Llc 46
Trust Co Of Toledo Na /oh/ 46
Sentinel Trust Co Lba 46
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 46
Genesee Capital Advisors, LLC 46
URTH - iShares, Inc. - iShares MSCI World ETF 46
Paradigm Financial Partners, Llc 46
Banco Bilbao Vizcaya Argentaria, S.a. 46
Collective Family Office Llc 46
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 46
Advent Capital Management /de/ 46
Legacy Wealth Asset Management, LLC 46
Litman Gregory Asset Management LLC 46
Brandes Investment Partners, Lp 46
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 46
Crawford Investment Counsel Inc 46
Marshall Financial Group LLC 46
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 46
Holistic Planning, LLC 46
L.m. Kohn & Company 46
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 46
Ingalls & Snyder Llc 46
Advisor OS, LLC 46
Old Point Trust & Financial Services N A 46
CSM Advisors, LLC 46
Mizuho Securities Usa Llc 46
Intersect Capital LLC 46
Field & Main Bank 46
RGT Wealth Advisors, LLC 46
Guidant Wealth Advisors 46
Sfmg, Llc 46
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 46
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 45
Advantage Alpha Capital Partners LP 45
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 45
1 North Wealth Services Llc 45
B. Metzler seel. Sohn & Co. AG 45
Shinko Asset Management Co., Ltd. 45
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 45
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 45
Lighthouse Investment Partners, LLC 45
Kingfisher Capital LLC 45
Wright Investors Service Inc 45
Ironsides Asset Advisors, LLC 45
Colonial River Wealth Management, LLC 45
Surevest, LLC 45
Cohen & Steers Global Income Builder, Inc 45
Horan Capital Advisors, LLC. 45
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 45
Tredje AP-fonden 45
XR Securities LLC 45
Wsfs Capital Management, Llc 45
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 45
Empower Advisory Group, LLC 45
Tdam Usa Inc. 45
Comprehensive Financial Planning, Inc./PA 45
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 45
Kozak & Associates, Inc. 45
Plancorp, LLC 45
Argent Advisors, Inc. 45
Mraz, Amerine & Associates, Inc. 45
E. Ohman J:or Asset Management AB 45
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 45
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 45
Angeles Wealth Management, Llc 45
Citizens Business Bank 45
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 45
MBL Wealth, LLC 45
Jackson, Grant Investment Advisers, Inc. 45
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 45
Azimuth Capital Management LLC 45
Apeiron RIA LLC 45
Investors Asset Management Of Georgia Inc /ga/ /adv 45
MidWestOne Financial Group, Inc. 45
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 45
Continental Advisors Llc 45
AJOVista, LLC 45
Cedrus LLC 45
Missouri Trust & Investment Co 45
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 45
Pathway Financial Advisers, LLC 45
Ruedi Wealth Management, Inc. 45
Farringdon Capital, Ltd. 45
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 45
Latitude Advisors, LLC 45
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 45
Philadelphia Trust Co 45
Foresters Investment Management Company, Inc. 45
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 45
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 45
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 45
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 45
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 45
Pinz Capital Management, LP 45
EAM Global Investors LLC 45
Pinnacle Advisory Group, Inc. 45
Catalytic Wealth RIA, LLC 45
OneAscent Wealth Management LLC 45
Turtle Creek Wealth Advisors, LLC 45
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 45
Buckhead Capital Management Llc 45
NWF Advisory Services Inc. 45
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 45
Eldridge Investment Advisors, Inc. 45
First Affirmative Financial Network 45
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 45
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 45
R&F Capital Advisors LP 45
Bahl & Gaynor Inc 45
B.O.S.S. Retirement Advisors, LLC 45
Provident Wealth Management, LLC 45
Painted Porch Advisors LLC 45
Machina Capital S.a.s. 45
Econ Financial Services Corp 45
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 45
Cohen & Steers Mlp Income & Energy Opportunity Fund 45
Private Portfolio Partners Llc 45
Balboa Wealth Partners 45
Alpha Paradigm Partners, LLC 45
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 44
Channing Capital Management, LLC 44
Indiana Trust & Investment Management CO 44
KWB Wealth 44
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 44
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 44
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 44
Donald L. Hagan, LLC 44
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 44
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 44
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 44
Reby Advisors, LLC 44
Western Asset Mortgage Defined Opportunity Fund Inc. 44
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 44
Whitebox Advisors Llc 44
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 44
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 44
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 44
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 44
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 44
Sippican Capital Advisors 44
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 44
Reston Wealth Management Llc 44
Financial Advisory Corp /ut/ /adv 44
Schneider Capital Management Corp 44
MML Series Investment Fund II - MML Equity Rotation Fund Class II 44
Nwq Investment Management Company, Llc 44
Bremer Trust National Association 44
Barrett Asset Management, LLC 44
Blackrock Allocation Target Shares - Bats Series A 44
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 44
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 44
Ballast Advisors Llc 44
Jpmorgan Trust Iii 44
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 44
Advisory Resource Group 44
Cornerstone Investment Partners, LLC 44
Cannon Financial Strategists, Inc. 44
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 44
Marshall & Sterling Wealth Advisors Inc. 44
Berkley W R Corp 44
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 44
Country Club Bank /gfn 44
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 44
Little House Capital Llc 44
Quadrant Private Wealth Management, LLC 44
LVW Advisors, LLC 44
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 44
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 44
Schafer Cullen Capital Management Inc 44
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 44
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 44
Probity Advisors, Inc. 44
Beaumont Financial Advisors, LLC 44
RHJ International SA 44
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 44
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 44
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 44
BlueCrest Capital Management LLP 44
Keebeck Wealth Management, LLC 44
Price Michael F 44
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 44
SlateStone Wealth, LLC 44
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 44
Aft, Forsyth & Company, Inc. 44
Stuart Chaussee & Associates, Inc. 44
TFG Advisers LLC 44
BlackRock Multi-Sector Opportunities Trust II 44
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 44
Wellington Shields Capital Management, LLC 44
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 44
Cantor Fitzgerald, L. P. 44
Psagot Investment House Ltd. 44
Capital Directions Investment Advisors, LLC 44
Level Financial Advisors, Inc. 44
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 44
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 44
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 44
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 44
Portfolio Strategies, Inc. 44
Buffington Mohr McNeal 44
Colton Groome Financial Advisors, Llc 44
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 44
Lombard Odier Asset Management (Switzerland) SA 44
Alesco Advisors Llc 44
Adams Diversified Equity Fund, Inc. 44
Centric Wealth Management 44
Atlantic Edge Private Wealth Management, LLC 44
Unique Wealth Strategies, LLC 44
Dalton Greiner Hartman Maher & Co 44
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 44
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 44
Newman Dignan & Sheerar, Inc. 44
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 44
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 44
MPS Loria Financial Planners, LLC 44
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 43
Zwj Investment Counsel Inc 43
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 43
Castleark Management Llc 43
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 43
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 43
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 43
Peloton Wealth Strategists 43
Thomasville National Bank 43
Coston, McIsaac & Partners 43
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 43
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 43
Werba Rubin Papier Wealth Management 43
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 43
ShoreHaven Wealth Partners, LLC 43
Redwood Financial Network Corp 43
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 43
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 43
Resurgent Financial Advisors LLC 43
AXS Investments LLC 43
Evergreen Private Wealth LLC 43
Milestone Investment Advisors LLC 43
Peterson Financial Group, Inc. 43
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 43
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 43
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 43
Gw Henssler & Associates Ltd 43
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 43
Truepoint, Inc. 43
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 43
Accuvest Global Advisors 43
Boyd Watterson Asset Management Llc/oh 43
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 43
Gulf International Bank (UK) Ltd 43
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 43
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 43
Naviter Wealth, LLC 43
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 43
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 43
Country Club Trust Company, n.a. 43
Quotient Investors, LLC 43
B. Metzler seel. Sohn & Co. Holding AG 43
Ferguson Wellman Capital Management, Inc 43
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 43
Game Plan Financial Advisors, LLC 43
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 43
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 43
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 43
Essex Investment Management Co Llc 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 43
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 43
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 43
BW Gestao de Investimentos Ltda. 43
Collaborative Wealth Managment Inc. 43
Lake Street Financial Llc 43
Covenant Multifamily Offices, LLC 43
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 43
Hgk Asset Management Inc 43
Systelligence, LLC 43
Bramshill Investments, LLC 43
Rs Investment Trust 43
BLB&B Advisors, LLC 43
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 43
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 43
CoreFirst Bank & Trust 43
VCTPX - VALIC Co I - Inflation Protected Fund 43
Gilliland Jeter Wealth Management LLC 43
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 43
Mariner Wealth Advisors-NYC, LLC 43
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 43
Brasada Capital Management, Lp 43
Sivia Capital Partners, LLC 43
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 43
Cowen And Company, Llc 43
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 43
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 43
Keeler THomas Management LLC 43
Capital One Financial Corp 43
PIMCO Flexible Municipal Income Fund 43
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 43
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 43
Solstein Capital, LLC 43
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 43
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 43
Polymer Capital Management (US) LLC 43
Cortina Asset Management, LLC 43
USAdvisors Wealth Management, LLC 43
Maseco Llp 43
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 43
Beverly Hills Private Wealth, LLC 43
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 43
Strategy Asset Managers Llc 42
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 42
Talon Private Wealth, LLC 42
Keeley Asset Management Corp 42
Balasa Dinverno & Foltz Llc 42
Palisade Capital Management Llc/nj 42
Northwest Bancshares, Inc. 42
Palouse Capital Management, Inc. 42
Horizon Investment Services, LLC 42
Cypress Capital Group 42
Jump Trading, LLC 42
Gould Asset Management Llc /ca/ 42
Novare Capital Management Llc 42
Bbr Partners, Llc 42
IPG Investment Advisors LLC 42
Cranbrook Wealth Management, LLC 42
Private Bank & Trust Co 42
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 42
Wbh Advisory Inc 42
Deroy & Devereaux Private Investment Counsel Inc 42
Visionary Asset Management, Inc. 42
Net Worth Advisory Group 42
Shamrock Asset Management LLC 42
Tokio Marine Asset Management Co Ltd 42
Greenwich Wealth Management LLC 42
Cambiar Investors Llc 42
Pennsylvania Trust Co 42
Clarkston Capital Partners, LLC 42
Berkshire Asset Management Llc/pa 42
Fairfield, Bush & Co. 42
GM Advisory Group, Inc. 42
Kelman-Lazarov, Inc. 42
Planning Capital Management Corp 42
Halpern Financial, Inc. 42
Sullivan, Bruyette, Speros & Blaney, LLC 42
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 42
Clear Perspective Advisors, LLC 42
V-Square Quantitative Management LLC 42
Prostatis Group LLC 42
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 42
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 42
TIMOTHY PLAN - Timothy Strategic Variable 42
John Hancock Collateral Trust - John Hancock Collateral Trust 42
Quantum Financial Advisors, LLC 42
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 42
Nuveen Municipal Credit Income Fund 42
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 42
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 42
Retirement Income Solutions, Inc 42
Tlwm 42
Elo Mutual Pension Insurance Co 42
Altshuler Shaham Ltd 42
ERTS Wealth Advisors, LLC 42
Kmg Fiduciary Partners, Llc 42
Cornerstone Wealth Group, LLC 42
Jump Trading, Llc 42
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 42
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 42
Studio Investment Management Llc 42
Blue Barn Wealth, LLC 42
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 42
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 42
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 42
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 42
Standard Family Office LLC 42
Sittner & Nelson, Llc 42
DCM Advisors, LLC 42
Prosperity Planning, Inc. 42
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 42
Claudia M.p. Batlle, Crp (r) Llc 42
Bluefin Capital Management, Llc 42
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 42
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 42
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 42
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 42
Blueprint Investment Partners LLC 42
Marcum Wealth, LLC 42
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 42
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 42
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 42
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 42
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 42
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 42
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 42
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 42
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 41
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 41
Diamond Hill Capital Management Inc 41
Polaris Capital Management, LLC 41
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 41
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 41
VCGAX - VALIC Co I - Growth & Income Fund 41
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 41
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF 41
First United Bank Trust/ 41
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 41
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 41
River & Mercantile Asset Management Llp 41
Korea Investment CORP 41
Fwl Investment Management, Llc 41
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 41
Banco BTG Pactual S.A. 41
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 41
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 41
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 41
Tru Independence Asset Management 2, Llc 41
Koesten, Hirschmann & Crabtree, INC. 41
Lehman Financial Resources, Inc. 41
BCGM Wealth Management, LLC 41
John Hancock Investors Trust 41
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 41
Oppenheimer Quest For Value Funds 41
Ninety One UK Ltd 41
Royal London Asset Management Ltd 41
Jag Capital Management, Llc 41
Bainco International Investors 41
Strid Group, LLC 41
Dimension Capital Management Llc 41
Total Investment Management Inc 41
Bremer Bank National Association 41
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 41
Nicolet Advisory Services, Llc 41
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 41
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 41
Copeland Capital Management, LLC 41
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 41
Stockman Wealth Management, Inc. 41
Consector Capital, LP 41
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 41
AlTi Global, Inc. 41
Stock Yards Bank & Trust Co 41
Family Management Corp 41
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M 41
Grimes & Company, Inc. 41
Brio Consultants, LLC 41
Holistic Financial Partners 41
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 41
Forward Management, LLC 41
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 41
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 41
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 41
Blackhawk Capital Partners LLC. 41
Stonehage Fleming Financial Services Holdings Ltd 41
Lumature Wealth Partners, LLC 41
JT Stratford LLC 41
Timber Creek Capital Management LLC 41
Sentinel Pension Advisors Inc 41
Caas Capital Management Lp 41
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 41
Clough Global Equity Fund 41
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 41
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 41
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 41
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 41
Canton Hathaway, LLC 41
PPM Funds - PPM Long Short Credit Fund (Inst) 41
USVT - Ultimus Managers Trust - US VALUE ETF 41
Minerva Advisors LLC 41
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 41
Tradeworx Inc. 41
Mbb Public Markets I Llc 41
Cabot Wealth Management Inc 41
Lebenthal Asset Management, LLC 41
Seidman Lawrence B 41
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 41
Counterpoint Mutual Funds LLC 41
Diversified, LLC 41
APBDX - Cavanal Hill Funds - Bond Fund Investor 41
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 41
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 40
CFO4Life Group, LLC 40
TruNorth Capital Management, LLC 40
SCS Capital Management LLC 40
Bernard Wealth Management Corp. 40
CarsonAllaria Wealth Management, Ltd. 40
Perpetual Ltd 40
Aspire Wealth Management Corp 40
SMART Wealth LLC 40
Dowling & Yahnke Llc 40
Buck Wealth Strategies, LLC 40
Horizon Financial Services, Llc 40
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 40
W.G. Shaheen & Associates DBA Whitney & Co 40
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 40
Cabana Llc 40
Sculptor Capital LP 40
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 40
Vista Investment Management 40
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 40
Simmons Bank 40
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 40
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 40
Clear Investment Research, Llc 40
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 40
Western Asset High Income Opportunity Fund Inc. 40
Intelligence Driven Advisers, LLC 40
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 40
Annex Advisory Services, LLC 40
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 40
TRSY - DBX ETF TRUST - Xtrackers US 0-1 Year Treasury ETF 40
Main Management LLC 40
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 40
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 40
Rice Hall James & Associates, Llc 40
Ifrah Financial Services, Inc. 40
Grant Street Asset Management, Inc. 40
Oak Thistle LLC 40
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 40
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 40
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 40
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 40
DnB Asset Management AS 40
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 40
Retireful, LLC 40
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 40
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 40
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 40
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 40
Bank of Jackson Hole Trust 40
Norway Savings Bank 40
Spirit Of America Management Corp/ny 40
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 40
Richard P Slaughter Associates Inc 40
Nicholas Investment Partners, LP 40
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 40
Davis R M Inc 40
111 Capital 40
Pure Financial Advisors, Inc. 40
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 40
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 40
Graticule Asia Macro Advisors LLC 40
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 40
Scissortail Wealth Management, LLC 40
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 40
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 40
Princeton Capital Management Llc 40
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 40
Barber Financial Group, Inc. 40
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 40
Diversify Wealth Management, Llc 40
American Financial Group Inc 40
Winthrop Partners - Wny, Llc 40
Donaldson Capital Management, Llc 40
Private Capital Management, LLC 40
Tobam 40
Ackerman Capital Advisors, LLC 40
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 40
Brass Tax Wealth Management, Inc 40
Pzena Investment Management Llc 40
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 40
TrinityPoint Wealth, LLC 40
Tlp Group Llc 40
Independent Wealth Network Inc. 40
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 40
SNS Financial Group, LLC 40
Point72 Europe (London) LLP 40
Price Capital Management, Inc. 40
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 40
Vivaldi Asset Management, LLC 40
Berkshire Money Management, Inc. 40
Murphy & Mullick Capital Management Corp 40
Green Square Capital Advisors Llc 40
Ssi Investment Management Llc 40
Morgan Dempsey Capital Management Llc 40
Groupama Asset Managment 40
Wolf Group Capital Advisors 40
ArrowMark Colorado Holdings LLC 40
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 40
Invictus RG Pte. Ltd. 40
United Advisor Group, LLC 40
Zions Bancorporation, National Association /ut/ 40
Gratus Capital LLC 40
Alerus Financial Na 39
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 39
Jackson Wealth Management, LLC 39
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 39
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 39
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 39
John W. Brooker & Co., CPAs 39
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 39
S.A. Mason LLC 39
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 39
Magnolia Capital Advisors Llc 39
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 39
Quantum Capital Management 39
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 39
Stancorp Investment Advisers Inc 39
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 39
National Wealth Management Group, LLC 39
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 39
USGNX - USAA MUTUAL FUNDS TRUST - Government Securities Fund Shares 39
Lombard Odier Asset Management (Europe) Ltd 39
Hunter Perkins Capital Management, LLC 39
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 39
Chilton Investment Co Llc 39
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 39
WJ Wealth Management, LLC 39
Charter Trust Co 39
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 39
De Lisle Partners LLP 39
Charles Schwab Investment Advisory, Inc. 39
Consolidated Planning Corp 39
Miller Howard Investments Inc /ny 39
FLP Wealth Management, LLC 39
RBB FUND, INC. - Aquarius International Fund 39
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 39
LifeWealth Investments, LLC 39
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 39
Journey Advisory Group, LLC 39
Dixon Hubard Feinour & Brown Inc/va 39
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 39
FLGV - Franklin Templeton ETF Trust - Franklin Liberty U.S. Treasury Bond ETF 39
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 39
New England Private Wealth Advisors LLC 39
Kiwi Wealth Investments Limited Partnership 39
BEAM Asset Management, LLC 39
Pictet North America Advisors SA 39
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 39
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 39
Transcendent Capital Group LLC 39
Zimmermann Investment Management & Planning Llc 39
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 39
Meiji Yasuda Asset Management Co Ltd. 39
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 39
Trust Co Of Virginia /va 39
Crumly & Associates Inc. 39
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 39
Madison Investment Holdings Inc 39
WT Wealth Management 39
Connecticut Wealth Management, LLC 39
Wellington Shields & Co., LLC 39
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 39
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 39
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 39
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 39
Meeder Advisory Services, Inc. 39
Ariadne Wealth Management, LP 39
Cullen Capital Management, LLC 39
Global Wealth Strategies & Associates 39
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 39
Royce Micro-cap Trust, Inc /md/ 39
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 39
Athanor Capital, Lp 39
Stewardship Advisors, LLC 39
Bragg Financial Advisors, Inc 39
AGZ - iSHARES TRUST - iShares Agency Bond ETF 39
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 39
Integre Asset Management, LLC 39
UniSuper Management Pty Ltd 39
Goelzer Investment Management, Inc. 39
Madrona Financial Services, LLC 39
Greenline Partners, LLC 39
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 39
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 39
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 39
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 39
Tradewinds, LLC. 39
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 39
BTC Capital Management, Inc. 39
Garde Capital, Inc. 39
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 39
Angel Oak Dynamic Financial Strategies Income Term Trust 39
9258 Wealth Management, LLC 39
Hohimer Wealth Management, Llc 39
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 39
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 39
U S Global Investors Inc 39
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 39
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 39
Canandaigua National Bank & Trust Co 39
IMS Capital Management 39
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 39
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 39
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 39
Empirical Finance, LLC 39
Smith Affiliated Capital Corp. 39
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 39
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 39
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 39
CCMG - EA Series Trust - CCM Global Equity ETF 39
Midwest Trust Co 39
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 39
Acorn Financial Advisory Services Inc /adv 39
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 39
Taylor, Cottrill, Erickson & Associates, Inc. 39
Stanley-Laman Group, Ltd. 39
Carr Financial Group Corp 39
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 39
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 38
Wilmington Trust, National Association 38
Triangle Securities Wealth Management 38
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 38
Pflug Koory, LLC 38
Ritter Daniher Financial Advisory LLC / DE 38
Grantvest Financial Group LLC 38
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 38
Wingate Wealth Advisors, Inc. 38
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 38
BlueChip Wealth Advisors LLC 38
VMIDX - VALIC Co I - Mid Cap Index Fund 38
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 38
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 38
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 38
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 38
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 38
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 38
Vertex One Asset Management Inc. 38
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 38
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 38
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 38
STXV - EA Series Trust - Strive 1000 Value ETF 38
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 38
Hobart Private Capital, LLC 38
Tiverton Asset Management Llc 38
180 Wealth Advisors, Llc 38
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 38
HWG Holdings LP 38
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 38
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 38
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 38
FEDERATED CORE TRUST - Emerging Markets Core Fund 38
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 38
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 38
Achievement Holdings L.P. 38
Titleist Asset Management, Llc 38
Invst, LLC 38
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 38
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 38
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 38
Osborn Rohs Williams & Donohoe Ltd 38
Stilwell Value LLC 38
AQGNX - AQR Funds - AQR Global Equity Fund Class N 38
Atwater Malick LLC 38
XSVN - BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF 38
Iberiabank Corp 38
Jackson Square Capital, Llc 38
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 38
VIPSX - VANGUARD BOND INDEX FUNDS - Vanguard Inflation-Protected Securities Fund Investor Shares 38
HighVista Strategies LLC 38
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 38
Cedar Wealth Management, LLC 38
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 38
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 38
Davis Capital Management 38
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 38
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 38
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 38
New England Research & Management, Inc. 38
BancorpSouth Bank 38
Penobscot Investment Management Company, Inc. 38
Twin Focus Capital Partners, Llc 38
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 38
Rs Investment Management Co Llc 38
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 38
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 38
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 38
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 38
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 38
Affiance Financial, LLC 38
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 38
Western Asset High Yield Defined Opportunity Fund Inc. 38
Bourgeon Capital Management Llc 38
Aua Capital Management, Llc 38
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 38
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 38
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 38
Ossiam 38
Cidel Asset Management Inc 38
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 38
Welch Group, LLC 38
Sunpointe, LLC 38
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 38
Hnp Capital Llc 38
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 38
Gyl Financial Synergies, Llc 38
Blue Sky Asset Management, LLC 38
Stonecastle Financial Corp. 38
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 38
Cinctive Capital Management LP 38
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 38
Optas, LLC 38
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 38
Putnam ETF Trust - Putnam ESG Core Bond ETF - 38
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 38
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 38
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 38
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 38
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 38
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 38
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 38
Delos Wealth Advisors, LLC 38
Pointe Capital Management LLC 38
Harbor Asset Planning, Inc. 38
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 38
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 38
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 38
Madison Asset Management, LLC 38
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 38
Nuveen Diversified Dividend & Income Fund 38
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 38
Bluestein R H & Co 38
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 38
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 38
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 38
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 38
EdgeRock Capital LLC 38
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 38
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 38
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 37
Horizon Kinetics LLC 37
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 37
Genesee Valley Trust Co 37
Ceredex Value Advisors LLC 37
Lourd Capital, LLC 37
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 37
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 37
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 37
Persistent Asset Partners Ltd 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 37
Fcg Advisors, Llc 37
Tuttle Tactical Management LLC 37
Spdr S&p Midcap 400 Etf Trust 37
Donoghue Forlines LLC 37
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 37
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 37
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 37
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 37
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 37
Dynamic Capital Management Ltd 37
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 37
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 37
Encompass More Asset Management 37
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 37
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 37
Cobblestone Capital Advisors Llc /ny/ 37
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 37
SOL Capital Management CO 37
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 37
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 37
Artisan Partners Limited Partnership 37
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 37
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 37
New Republic Capital, LLC 37
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 37
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 37
Acrisure Capital Management, LLC 37
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 37
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 37
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 37
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 37
Silicon Valley Capital Partners 37
PAX Financial Group, LLC 37
Signature Resources Capital Management, LLC 37
Eagle Strategies LLC 37
Strategic Global Advisors, LLC 37
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 37
High Falls Advisors, Inc 37
Pasadena Private Wealth, LLC 37
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 37
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 37
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 37
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 37
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 37
Edmond De Rothschild (suisse) S.a. 37
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 37
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 37
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio III 37
AA Financial Advisors, LLC 37
Sigma Investment Counselors Inc 37
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 37
Andra AP-fonden 37
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 37
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 37
SeaBridge Investment Advisors LLC 37
Burns Matteson Capital Management, LLC 37
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 37
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 37
NOMIX - Northern Funds - Northern Mid Cap Index Fund 37
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 37
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 37
Ascend Capital, Llc 37
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 37
HoldCo Asset Management, L.P. 37
ICONIQ Capital, LLC 37
WorthPointe, LLC 37
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 37
Guardian Capital Lp 37
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 37
Aris Wealth Services, Inc. 37
Ntv Asset Management Llc 37
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 37
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 37
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 37
Urban Wealth Management, LLC 37
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 37
DFIGX - Dfa Investment Dimensions Group Inc - Dfa Intermediate Government Fixed Income Portfolio - Institutional Class 37
Davis Capital Partners, Llc 37
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 37
Mattern Wealth Management LLC 37
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 37
Moody Aldrich Partners Llc 37
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 37
Revolve Wealth Partners, LLC 37
Aberdeen Asset Management Plc/uk 37
Sterling Manor Financial, LLC 37
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 37
MML Series Investment Fund II - MML Equity Fund Initial Class 37
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 37
Taylor Hoffman Wealth Management 37
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 37
Aureus Asset Management, LLC 37
Wealthstreet Investment Advisors, LLC 37
Full18 Capital LLC 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 37
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 37
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 37
Financial Advantage, Inc. 37
Beacon Pointe Wealth Advisors, Llc 37
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 37
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 37
UMPIX - Profunds - Ultramid-cap Profund Investor Class 37
Graypoint LLC 37
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 37
Valley Brook Capital Group, Inc. 37
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 37
MLPIX - Profunds - Mid-cap Value Profund Investor Class 37
Profunds - Profund Vp Ultramid-cap 37
Profunds - Profund Vp Mid-cap Value 37
MDPIX - Profunds - Mid-cap Profund Investor Class 37
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 37
Shilanski & Associates, Inc. 37
San Luis Wealth Advisors LLC 37
DLMOX - DoubleLine Funds Trust - DoubleLine Multi-Asset Trend Fund Class N 37
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 37
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 37
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 37
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 37
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 37
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 37
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 37
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 37
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 37
Winton Capital Management Ltd 37
Roman Butler Fullerton & Co 37
Bright Futures Wealth Management, LLC. 37
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 37
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 37
Stadion Money Management, LLC 37
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 37
HCR Wealth Advisors 37
Gary Goldberg Planning Services Inc 37
WestEnd Advisors, LLC 37
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 37
Compass Ion Advisors, LLC 37
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 37
Wells Fargo Global Dividend Opportunity Fund 37
Abundance Wealth Counselors 37
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 37
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 37
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 37
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 37
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 37
Teachers Insurance & Annuity Association Of America 36
Midwest Professional Planners, LTD. 36
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 36
Breton Hill Capital Ltd. 36
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 36
Smart Money Group LLC 36
Pinnacle Wealth Management Group, Inc. 36
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 36
Cavalier Investments, LLC 36
Advance Capital Management, Inc. 36
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 36
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 36
Foguth Wealth Management, LLC. 36
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 36
EFG Asset Management (Americas) Corp. 36
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 36
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 36
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 36
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 36
IEF - iSHARES TRUST - iShares 7-10 Year Treasury Bond ETF 36
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 36
Kb Financial Partners, Llc 36
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 36
Seeds Investor Llc 36
1492 Capital Management LLC 36
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 36
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 36
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 36
Enterprise Trust & Investment Co 36
Gries Financial Llc 36
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 36
Piershale Financial Group, Inc. 36
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 36
Phoenix Holdings Ltd. 36
Westfield Capital Management Co Lp 36
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 36
Kodai Capital Management LP 36
SummitTX Capital, L.P. 36
Gill Capital Partners, Llc 36
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 36
Argent Capital Management Llc 36
Integrated Quantitative Investments LLC 36
Frontier Investment Mgmt Co 36
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 36
Frank, Rimerman Advisors LLC 36
Northeast Financial Consultants Inc 36
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 36
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 36
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 36
Bristlecone Advisors, LLC 36
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 36
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 36
Global Endowment Management, LP 36
DFFGX - Dfa Investment Dimensions Group Inc - Dfa Short-term Government Portfolio - Institutional Class 36
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 36
SFE Investment Counsel 36
VSM Wealth Advisory, LLC 36
MBM Wealth Consultants, LLC 36
Beacon Investment Advisory Services, Inc. 36
Acima Private Wealth, Llc 36
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 36
American Independence Funds Trust 36
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 36
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 36
Private Client Services, Llc 36
AIEQ - ETF Managers Trust - AI Powered Equity ETF 36
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 36
Advyzon Investment Management, LLC 36
Flagship Private Wealth, LLC 36
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 36
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 36
Columbia Funds Variable Series Trust II - CTIVP - Wells Fargo Short Duration Government Fund Class 1 36
Stelac Advisory Services LLC 36
NovaPoint Capital, LLC 36
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 36
Redmont Wealth Advisors Llc 36
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 36
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 36
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 36
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 36
Goodwin Investment Advisory 36
Sphinx Trading, Lp 36
K.J. Harrison & Partners Inc 36
Bienville Capital Management, LLC 36
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 36
Chiron Capital Management, Llc 36
Aries Wealth Management 36
Bp Plc 36
Community Bank System, Inc. 36
Raffles Associates Lp 36
Cornell Pochily Investment Advisors, Inc. 36
Precedent Wealth Partners, Llc 36
TradeLink Global Equity LLC 36
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 36
Advance Capital I Inc 36
Vestpro Financial Partners, Inc. Dba Cpf Texas 36
Addison Capital Co 36
American Institute for Advanced Investment Management, LLP 35
BankPlus Trust Department 35
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 35
LifeSteps Financial, Inc. 35
ABASX - AB TRUST - AB Discovery Value Fund Class A 35
Parkside Investments, LLC 35
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 35
Cedar Mountain Advisors, LLC 35
J Arnold Wealth Management Co 35
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 35
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 35
Voleon Capital Management Lp 35
Mairs & Power Inc 35
Butensky & Cohen Financial Security, Inc 35
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 35
Nissay Asset Management Corp /japan/ /adv 35
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 35
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 35
Motley Fool Wealth Management, LLC 35
New England Asset Management Inc 35
Tcfg Wealth Management, Llc 35
Steinberg Global Asset Management 35
Hodges Capital Management Inc. 35
Deltec Asset Management Llc 35
Stearns Financial Services Group 35
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 35
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 35
D L Carlson Investment Group Inc 35
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 35
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 35
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 35
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 35
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 35
Financial Synergies Wealth Advisors, Inc. 35
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 35
Klingenstein Fields & Co Lp 35
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 35
BlackDiamond Wealth Management Inc. 35
Caxton Associates Llp 35
Punch & Associates Investment Management, Inc. 35
Mirador Capital Partners LP 35
Walker Asset Management, LLC 35
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 35
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 35
Gdl Fund 35
TrueWealth Advisors, LLC 35
VPVLTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Long-Term U.S. Government Portfolio Administrative 35
Achmea Investment Management B.V. 35
CTC Alternative Strategies, Ltd. 35
Hochman Cole Investment Advisors, Inc. 35
South Texas Money Management Ltd 35
Summitry Llc 35
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 35
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 35
Sage Rhino Capital Llc 35
Tilia Fiduciary Partners, Inc. 35
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 35
Lockheed Martin Investment Management Co 35
Strategic Advisors LLC 35
Cambridge Advisors Inc. 35
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 35
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 35
Sabal Trust CO 35
Eubel Brady & Suttman Asset Management Inc 35
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 35
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 35
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 35
Foster Dykema Cabot & Partners, Llc 35
Avalon Trust Co 35
AdvisorShares Investments LLC 35
Roundview Capital LLC 35
Atlas Wealth LLC 35
Fortem Financial Group, Llc 35
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 35
Wealthstar Advisors, Llc 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 35
Israel Discount Bank of New York 35
Tributary Capital Management, LLC 35
Napa Wealth Management 35
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 35
High Point Bank & Trust Co 35
Amica Mutual Insurance Co 35
Kfg Wealth Management, Llc 35
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 35
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 35
Brown Advisory Securities, LLC 35
Sugar Maple Asset Management, LLC 35
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 35
Heritage Financial Services, LLC 35
Nuveen Multi-market Income Fund 35
Highland Private Wealth Management 35
DLD Asset Management, LP 35
SPX Equities Gestao de Recursos Ltda 35
Key Client Fiduciary Advisors, LLC 35
Insight Wealth Strategies, LLC 35
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 35
Mitchell Capital Management Co 35
CPI - IndexIQ ETF Trust - IQ Real Return ETF 35
Farmer Steven Patrick 35
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 35
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 35
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 35
Lombard Odier Asset Management (USA) Corp 35
Fernwood Investment Management, LLC 35
Stoneridge Investment Partners Llc 35
Infrastructure Capital Advisors, Llc 35
Vantage Financial Partners, LLC 35
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 35
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 35
Smith, Salley & Associates 35
Pinnacle Family Advisors, LLC 35
Kesler, Norman & Wride, LLC 35
Fenimore Asset Management Inc 35
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 35
Perella Weinberg Partners Capital Management LP 35
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 35
ID Management A/S 35
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 35
Insight Wealth Partners, LLC 35
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 35
Monetary Management Group Inc 35
Manning & Napier Advisors Llc 35
Traub Capital Management LLC 35
M&G Plc 35
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 35
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 35
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 35
AT Bancorp 35
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 35
Rakuten Securities, Inc. 35
Bellecapital International Ltd. 35
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 35
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 35
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 35
Swedbank AB 35
Natural Investments, Llc 35
Rebalance, Llc 35
GenTrust, LLC 35
F&C Asset Management plc 35
Richmond Investment Services, LLC 35
MERVX - MERGER FUND VL - The Merger Fund VL 35
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 35
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 35
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 35
Wilmington Trust Co 35
Lehman & Derafelo Financial Resources LLC 35
PIMCO FUNDS - PIMCO International Portfolio 35
Benchmark Investment Advisors LLC 35
Gateway Investment Advisers Llc 35
Glg Llc 35
KIFAX - Forward Funds - Salient Select Income Fund Class A 34
Dai-Ichi Life Insurance Company, Ltd 34
Sterne Agee Group, Inc. 34
Twin Capital Management Inc 34
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 34
Geduld E E 34
S.C. Financial Services, Inc. 34
J.Safra Asset Management Corp 34
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 34
Principal Street Partners, LLC 34
Easterly Investment Partners Llc 34
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 34
Paragon Wealth Strategies, LLC 34
Lowe Brockenbrough & Co Inc 34
Atlantic Private Wealth, LLC 34
Arbiter Partners Capital Management LLC 34
Capital International Inc /ca/ 34
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 34
PharVision Advisers, LLC 34
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 34
White Pine Capital Llc 34
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 34
Trademark Financial Management, LLC 34
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 34
Qp Wealth Management, Llc 34
CT Financial Advisors LLC 34
Sterling Financial Planning, Inc. 34
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 34
La Banque Postale Asset Management SA 34
Thornburg Investment Management Inc 34
IFM Investors Pty Ltd 34
Vermillion & White Wealth Management Group, LLC 34
OHIO NATIONAL FUND INC - ON Bond Portfolio 34
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 34
Schonfeld Group Holdings LLC 34
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 34
Hamel Associates, Inc. 34
Lineweaver Wealth Advisors, LLC 34
West Bancorporation Inc 34
SWAN Capital LLC 34
Bank Of The West 34
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 34
Kerntke Otto McGlone Wealth Management Group 34
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 34
Ada Investment Management, LP 34
Mangrove Partners 34
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 34
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 34
Jim Saulnier & Associates, Llc 34
Arbor Capital Management Inc /adv 34
Trillium Asset Management, Llc 34
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 34
Teamwork Financial Advisors, LLC 34
Range Financial Group LLC 34
BlueMar Capital Management, LLC 34
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 34
Mayfair Advisory Group, LLC 34
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 34
qPULA Trading Management LP 34
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 34
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 34
Systematic Alpha Investments, LLC 34
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 34
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 34
Linden Thomas Advisory Services, LLC 34
Schulz Wealth, LTD. 34
AMJ Financial Wealth Management 34
Capital Square, LLC 34
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 34
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 34
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 34
American National Insurance Co /tx/ 34
Klaas Financial Asset Advisors, LLC 34
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 34
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 34
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 34
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 34
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 34
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 34
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 34
Karlinski Andrew C 34
Weil Company, Inc. 34
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 34
Family Asset Management, LLC 34
HighTower Trust Services, LTA 34
Clarity Asset Management, Inc. 34
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 34
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 34
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 34
Blue Square Asset Management, Llc 34
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 34
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 34
National Pension Service 34
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 34
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 34
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 34
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 34
FirstMerit Bank N A Trustee 34
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 34
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 34
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 34
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 34
Cm Wealth Advisors Llc 34
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 34
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 34
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 34
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 34
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 34
VGUS - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Ultra-Short Treasury ETF ETF Shares 34
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 34
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 34
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 34
Vanguard Explorer Fund 34
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 34
FSA Advisors, Inc. 34
Levin Capital Strategies, L.p. 34
Elevation Series Trust - RiverNorth Patriot ETF 34
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 34
First Eagle Investment Management, LLC 34
Desjardins Global Asset Management Inc. 34
Delphi Private Advisors LLC 34
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 34
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 33
Imprint Wealth LLC 33
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 33
Budros, Ruhlin & Roe, Inc. 33
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 33
S&t Bank/pa 33
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 33
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 33
Community Financial Services Group, LLC 33
Seeyond 33
Hartline Investment Corp/ 33
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 33
Mfs High Yield Municipal Trust 33
Mfs High Income Municipal Trust 33
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 33
Green Harvest Asset Management LLC 33
First American Trust, Fsb 33
Pinnacle Wealth Management Advisory Group, LLC 33
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 33
DFYGX - Dimensional Investment Group Inc - Dfa Two-year Government Portfolio 33
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 33
Bayview Asset Management, Llc 33
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 33
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 33
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 33
ARS Wealth Advisors Group, LLC 33
CenterBook Partners LP 33
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 33
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 33
Curio Wealth, Llc 33
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 33
Nuveen Amt-free Quality Municipal Income Fund 33
Searle & Co. 33
Kassirer Asset Management Corp 33
True North Advisors, LLC 33
Tempus Wealth Planning, LLC 33
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 33
Mn Services Vermogensbeheer B.V. 33
Proffitt & Goodson Inc 33
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 33
Pinnacle Private Wealth, LLC 33
Legend Financial Advisors, Inc. 33
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 33
Daiwa Capital Markets America Inc. 33
Leap Investments Lp 33
Endicott Management Co 33
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 33
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 33
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 33
Lavaca Capital Llc 33
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 33
Price Wealth Management, Inc. 33
Arlington Financial Advisors, LLC 33
Standard Life Investments LTD 33
Meristem Family Wealth, LLC 33
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 33
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 33
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 33
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 33
Impax Asset Management Group plc 33
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 33
Watershed Asset Management, L.L.C. 33
Gallacher Capital Management LLC 33
Y.D. More Investments Ltd 33
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 33
Live Oak Investment Partners 33
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 33
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 33
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 33
Brown Financial Advisors 33
Wealth Preservation Advisors, LLC 33
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 33
Compass Financial Services Inc 33
Boenning & Scattergood, Inc. 33
Redpoint Investment Management Pty Ltd 33
Delphi Management Inc /ma/ 33
4Thought Financial Group Inc. 33
Wilmington Funds Management Corp 33
Kula Investments, LLC 33
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 33
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 33
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 33
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 33
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 33
Fort Pitt Capital Group, Llc 33
Equitec Proprietary Markets, Llc 33
Paladin Advisory Group, LLC 33
Gables Capital Management Inc. 33
PNC Managed Account Solutions, Inc. 33
Newfound Research LLC 33
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 33
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 33
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 33
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 33
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 33
Mystic Asset Management, Inc. 33
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 33
Spears Abacus Advisors LLC 33
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 33
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 33
Westchester Capital Management, LLC 33
Foundry Financial Group, Inc. 33
Monroe Bank & Trust/mi 33
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 33
CHURCHILL MANAGEMENT Corp 33
First Merchants Corp 33
Ranger Investment Management, L.P. 33
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 33
Kraematon Investment Advisors, Inc 33
MorganRosel Wealth Management, LLC 33
Grey Street Capital, LLC 33
Amica Retiree Medical Trust 33
Snow Capital Management Lp 33
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 33
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 33
Clarfeld Financial Advisors, Llc 33
Islay Capital Management, Llc 33
3D/L Capital Management, LLC 33
Freedman Financial Associates, Inc. 33
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 32
Marshall Investment Management, Llc 32
Western Financial Corp/CA 32
Family Wealth Group, LLC 32
Kempen Capital Management N.v. 32
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 32
Coastal Bridge Advisors, LLC 32
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 32
Houlihan Financial Resource Group, Ltd. 32
Dfa Investment Trust Co - The U.s. Large Cap Value Series 32
Liberty Capital Management, Inc. 32
Worldquant Millennium Advisors Llc 32
Relative Value Fund 32
Vestor Capital, Llc 32
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 32
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 32
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 32
Godshalk Welsh Capital Management, Inc. 32
Metis Global Partners, LLC 32
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 32
Howard Capital Management Inc. 32
Nuveen Quality Municipal Income Fund 32
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 32
Crescent Grove Advisors, LLC 32
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 32
North Capital, Inc. 32
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 32
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 32
ARGA Investment Management, LP 32
Cordatus Wealth Management LLC 32
Tranquility Partners, LLC 32
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 32
Team Hewins, LLC 32
GSB Wealth Management, LLC 32
Duncan Williams Asset Management, LLC 32
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 32
Industrial Alliance Investment Management Inc. 32
Aberdeen Asia-pacific Income Fund Inc 32
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 32
Polar Capital Holdings Plc 32
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 32
LMR Master Fund Ltd 32
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 32
Greenwich Investment Management, Inc. 32
Pinnacle Wealth Advisors 32
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 32
Americafirst Capital Management, Llc 32
Zhang Financial LLC 32
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 32
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 32
Franklin Street Advisors Inc /nc 32
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 32
Mfs Municipal Income Trust 32
Mesirow Institutional Investment Management, Inc. 32
TriaGen Wealth Management LLC 32
Marks Group Wealth Management, Inc 32
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 32
ISWN - Amplify ETF Trust - Amplify BlackSwan ISWN ETF 32
Spotlight Asset Group, Inc. 32
TBH Global Asset Management, LLC 32
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 32
YANKCOM Partnership 32
Tounjian Advisory Partners, Llc 32
Cna Financial Corp 32
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 32
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 32
Boston Common Asset Management, LLC 32
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 32
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 32
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 32
Marietta Investment Partners Llc 32
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 32
Garda Capital Partners Lp 32
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 32
DiMeo Schneider & Associates, L.L.C. 32
Iron Financial, LLC 32
Cypress Point Wealth Management, LLC 32
Patten & Patten Inc/tn 32
Ameliora Wealth Management Ltd. 32
St. Johns Investment Management Company, LLC 32
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 32
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 32
J. Goldman & Co LP 32
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 32
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 32
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 32
Bank Of Nova Scotia Trust Co 32
Stegent Equity Advisors, Inc. 32
Saba Capital Management, L.P. 32
Rivernorth Capital Management, Llc 32
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 32
KPP Advisory Services LLC 32
Roof Eidam & Maycock/adv 32
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 32
Capital Management Associates /ny/ 32
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 32
Breiter Capital Management Inc 32
AssuredPartners Investment Advisors, LLC 32
Advanced Series Trust - Ast High Yield Portfolio 32
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 32
Leigh Baldwin & Co., Llc 32
Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF 32
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 32
Investment Research & Advisory Group, Inc. 32
Somerset Trust Co 32
Cardinal Point Capital Management, ULC 32
Investment House Llc 32
Clear Perspectives Financial Planning, LLC 32
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 32
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 32
Global Strategic Investment Solutions, LLC 32
Lifeworks Advisors, LLC 32
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 32
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 32
Royal Harbor Partners, LLC 32
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 32
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 32
Cobiz Investment Management, Llc 32
B. Riley Financial, Inc. 32
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 32
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 32
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 32
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 32
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 32
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 32
Qsemble Capital Management, LP 32
Griffin Asset Management, Inc. 32
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 32
United Asset Strategies, Inc. 32
NuWave Investment Management, LLC 32
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 32
Signator Financial Services, Inc. 32
Adams Wealth Management 32
Fairway Wealth LLC 32
Riverwater Partners LLC 32
Abound Financial, Llc 32
Birchcreek Wealth Management, LLC 32
LFA - Lugano Financial Advisors SA 32
PARK CIRCLE Co 32
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 32
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 31
Filbrandt Wealth Management, LLC 31
Quinn Opportunity Partners LLC 31
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 31
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 31
Ipswich Investment Management Co., Inc. 31
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 31
Caliber Wealth Management, LLC / KS 31
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 31
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 31
Strategic Value Bank Partners LLC 31
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 31
Ellsworth Advisors, LLC 31
Doliver Advisors, Lp 31
DAINX - Dunham Funds - Dunham International Stock Fund Class A 31
Hamilton Capital, LLC 31
Nuveen Amt-free Municipal Credit Income Fund 31
Beck Bode, LLC 31
Optivise Advisory Services LLC 31
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 31
Cassaday & Co Wealth Management LLC 31
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 31
Meiji Yasuda Life Insurance Co 31
Integral Investment Advisors, Inc. 31
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 31
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 31
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 31
Boston Family Office Llc 31
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 31
Greykasell Wealth Strategies, Inc. 31
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 31
Stanford Investment Group, Inc. 31
HMS Capital Management, LLC 31
Capital International Sarl 31
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 31
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 31
Andesa Financial Management Inc. 31
Salient Capital Advisors, LLC 31
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 31
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 31
Tillar-Wenstrup Advisors, LLC 31
Douglass Winthrop Advisors, LLC 31
Advanced Asset Management Advisors Inc 31
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 31
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 31
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 31
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 31
Scoria Capital Partners LP 31
Life Planning Partners, Inc 31
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 31
Cantor Fitzgerald Investment Adviser L.p. 31
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 31
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 31
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 31
City Center Advisors, LLC 31
Windsor Group LTD 31
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 31
First Fiduciary Investment Counsel, Inc. 31
Ti-trust, Inc 31
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional 31
Hcim Trust 31
Vaughan David Investments Inc/il 31
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 31
Smith & Howard Wealth Management, LLC 31
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 31
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 31
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 31
Vertex Planning Partners, LLC 31
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 31
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 31
Clearbridge, Llc 31
Precision Wealth Strategies, LLC 31
Mariner Investment Group Llc 31
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 31
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 31
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 31
Waddell & Reed Advisors Funds 31
Piper Sandler & Co. 31
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 31
Ashfield Capital Partners, LLC 31
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 31
FGOAX - FEDERATED GOVERNMENT INCOME SECURITIES INC - FEDERATED GOVERNMENT INCOME SECURITIES INC Class A Shares 31
Usaa Etf Trust 31
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 31
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 31
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 31
OmniStar Financial Group, Inc. 31
Fiduciary Financial Group, Llc 31
BRC Investment Management LLC 31
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 31
Baron Silver Stevens Financial Advisors, Llc 31
Williams Jones Wealth Management, LLC. 31
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 31
Carret Asset Management, Llc 31
Platform Technology Partners 31
Forsta Ap-fonden 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 31
Quantedge Capital Pte Ltd 31
Western Asset/claymore Inflation-linked Securities & Income Fund 31
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 31
Goldstone Financial Group, LLC 31
Ballast, Inc. 31
Palladiem, Llc 31
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 31
New England Capital Financial Advisors LLC 31
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 31
Shay Capital LLC 31
Watson Rebecca 31
Tobias Financial Advisors, Inc. 31
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 31
Capasso Planning Partners LLC 31
ENDW - EA Series Trust - Cambria Endowment Style ETF 31
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 31
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 31
Portolan Capital Management, LLC 31
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 31
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 31
CMBS - iSHARES TRUST - iShares CMBS ETF 31
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 31
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 31
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 31
Private Management Group Inc 31
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 31
AMF Pensionsforsakring AB 31
Johnson Bixby & Associates, LLC 31
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 31
Mowery & Schoenfeld Wealth Management, LLC 31
Connor Clark & Lunn Investment Management Ltd 31
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 31
First Allied Asset Management, Inc. 31
Davidson Investment Advisors 31
Ostrum Asset Management 31
Founders Bank & Trust 31
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 31
Naples Money Management LLC 31
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 31
Aevitas Wealth Management, Inc. 31
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 31
Arq Wealth Advisors, Llc 31
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 31
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 31
Gilbert & Cook, Inc. 31
Marietta Wealth Management, LLC 31
Siligmueller & Norvid Wealth Advisors LLC 31
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 31
Sowa Financial Group, Inc. 31
Maridea Wealth Management LLC 31
Goodman Advisory Group, LLC 31
Freestone Grove Partners LP 31
Quantitative Advantage, LLC 30
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 30
Murphy Capital Management Inc 30
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 30
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 30
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 30
Morris Retirement Advisors, LLC 30
Becker Capital Management Inc 30
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 30
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 30
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 30
Capitolis Advisors LLC 30
Trifecta Capital Advisors, LLC 30
Financial Network Wealth Management LLC 30
Peddock Capital Advisors, Llc 30
John G Ullman & Associates Inc 30
TBFAX - THRIVENT MUTUAL FUNDS - Thrivent Government Bond Fund Class A 30
Covington Investment Advisors Inc. 30
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 30
Lumbard & Kellner, LLC 30
West Financial Advisors, LLC 30
Juncture Wealth Strategies, Llc 30
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 30
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 30
Eagle Ridge Investment Management 30
Silicon Hills Wealth Management, LLC 30
Haber Trilix Advisors, Lp 30
Denver Wealth Management, Inc. 30
MFS VARIABLE INSURANCE TRUST II - MFS Global Governments Portfolio Initial Class 30
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 30
Penseco Financial Services Corp 30
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 30
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 30
FLC Capital Advisors 30
Ironwood Investment Counsel, LLC 30
Covenant Partners, LLC 30
Eaton Vance Tax-managed Global Diversified Equity Income Fund 30
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 30
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 30
Wealth Alliance Advisory Group, LLC 30
Beck Mack & Oliver Llc 30
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 30
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 30
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 30
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 30
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 30
Brant Point Investment Management Llc 30
Asset Advisors Corp 30
Menora Mivtachim Holdings Ltd. 30
E&G Advisors, LP 30
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 30
Southside Capital, Llc 30
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 30
Mountain Pacific Investment Advisers Inc/id 30
Asset Planning Services, Ltd. 30
Renasant Bank 30
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 30
Mason & Associates Inc 30
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 30
Smith Group Asset Management, LLC 30
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 30
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 30
Heartland Bank & Trust Co 30
Compass Wealth Management LLC 30
CRSOX - Credit Suisse Commodity Strategy Funds - Credit Suisse Commodity Return Strategy Fund Class I 30
Widmann Financial Services, Inc. 30
Northstar Group, Inc. 30
Kades & Cheifetz LLC 30
AIA Group Ltd 30
Horizon Bancorp Inc /in/ 30
LaSalle St. Investment Advisors, LLC 30
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 30
Bedel Financial Consulting Inc 30
Ramirez Asset Management, Inc. 30
Hedeker Wealth, LLC 30
Gibbs Wealth Management 30
Alpine Associates Management Inc. 30
Wells Fargo Multi-sector Income Fund 30
Gabelli Equity Trust Inc 30
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 30
FSIWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Intermediate Treasury Bond Index Fund 30
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 30
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 30
Granite Investment Partners, LLC 30
Kickstand Ventures, Llc. 30
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 30
Matthew Goff Investment Advisor, LLC 30
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 30
Euclid Advisors LLC 30
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 30
Highstreet Asset Management Inc. 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 30
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 30
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 30
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 30
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 30
TruWealth Advisors, LLC 30
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 30
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 30
Nicholas Hoffman & Company, LLC. 30
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 30
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 30
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 30
Bill Few Associates, Inc. 30
Foster Group, Inc. 30
DeDora Capital, Inc. 30
Cascade Investment Advisors, Inc. 30
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 30
Blue Arrow Capital Management Llc 30
Oak Harbor Wealth Partners, Llc 30
Boston Provident, L.p. 30
Moody Lynn & Lieberson, Llc 30
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 30
Davis Investment Partners, LLC 30
Greenland Capital Management LP 30
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 30
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 30
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 30
Aristotle Capital Boston, LLC 30
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 30
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 30
WealthCare Investment Partners, LLC 30
Beirne Wealth Consulting Services, LLC 30
Isthmus Partners, Llc 30
Bard Financial Services, Inc. 30
Shakespeare Wealth Management, Inc. 30
Luken Investment Analytics, LLC 30
Aberdeen Global Income Fund Inc 30
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 30
JB Capital LLC 30
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 30
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 30
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 30
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 30
Round Table Services, LLC 30
Alpine Bank Wealth Management 30
Gilman Hill Asset Management, LLC 30
Accretive Wealth Partners, LLC 30
Asahi Life Asset Management Co., Ltd. 30
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 30
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 30
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 30
Legacy Bridge, LLC 30
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 30
Curbstone Financial Management Corp 30
Maryland Capital Management 30
Cornerstone Management, Inc. 30
Financial Sense Advisors, Inc. 30
Matrix Private Capital Group Llc 30
Lucia Wealth Services, Llc 30
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 30
Handelsinvest Investeringsforvaltning 30
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 30
Sovereign Financial Group, Inc. 30
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 30
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 30
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 30
Citizens National Bank Trust Department 30
Abc Arbitrage Sa 30
Wharton Business Group, LLC 30
MPSUX - BNY MELLON FUNDS TRUST - BNY Mellon Short-Term U.S. Government Securities Fund Class M Shares 30
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 29
Mint Tower Capital Management B.V. 29
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 29
Chartwell Investment Partners/pa 29
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 29
Summit Investment Advisory Services, LLC 29
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 29
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 29
Gabelli Dividend & Income Trust 29
Freedom Wealth Alliance, Llc 29
JIHDX - John Hancock Funds II - High Yield Fund Class 1 29
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 29
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 29
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 29
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 29
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 29
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 29
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 29
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 29
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 29
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 29
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 29
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 29
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 29
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 29
Tower View Investment Management & Research LLC 29
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 29
TIP - iSHARES TRUST - iShares TIPS Bond ETF 29
Blackrock Enhanced Government Fund, Inc. 29
Harris Associates L P 29
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 29
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 29
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 29
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 29
Quantessence Capital LLC 29
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 29
Heartwood Wealth Advisors LLC 29
First Financial Equity Corporation 29
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 29
Circle Wealth Management, LLC 29
Townsend Asset Management Corp /nc/ /adv 29
Family Legacy, Inc. 29
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 29
Broadview Advisors Llc 29
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 29
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 29
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 29
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 29
Azimuth Capital Investment Management LLC 29
L2 Asset Management, LLC 29
Shepherd Financial Partners LLC 29
Vigilare Wealth Management 29
Mfs Investment Grade Municipal Trust 29
Fdp Series, Inc. 29
Edge Asset Management, Inc 29
Lloyds Banking Group plc 29
Herndon Capital Management Llc 29
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 29
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 29
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 29
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 29
Northern Capital Management Llc 29
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 29
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 29
Glazer Capital, Llc 29
MBEQX - M FUND INC - M International Equity Fund 29
LKFIX - LKCM Funds - LKCM Fixed Income Fund 29
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 29
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 29
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 29
iA Global Asset Management Inc. 29
Clough Capital Partners L P 29
Alphagen Securities Llc 29
Prevail Innovative Wealth Advisors, Llc 29
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 29
Lunt Capital Management, Inc. 29
Fidelity Multi-Strategy Credit Fund 29
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 29
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 29
Mizuho Asset Management Co.,Ltd. 29
Paragon Private Wealth Management, LLC 29
Pentwater Capital Management LP 29
Franklin Templeton ETF Trust - Franklin Income Focus ETF 29
Ridgeworth Funds 29
Oppenheimer Global Strategic Income Fund 29
Gluskin Sheff & Assoc Inc 29
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 29
Prosperity Financial Group, Inc. 29
CGC Financial Services, LLC 29
Retirement Wealth Solutions LLC 29
BRAMX - Blackrock Allocation Target Shares - Bats Series M 29
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 29
Sumitomo Life Insurance Co 29
Inr Advisory Services Llc 29
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 29
Arcadia Investment Advisors Llc 29
Security Financial Services, INC. 29
Tiaa Cref Trust Co Fsb/mo 29
Whalerock Point Partners, Llc 29
PGGM Investments 29
Premier Fund Managers Ltd 29
Carillon Tower Advisers, Inc. 29
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 29
Prudent Man Advisors, LLC 29
Alphasimplex Group, Llc 29
Capital Planning Advisors, LLC 29
Genworth Financial Inc 29
Plotkin Financial Advisors, LLC 29
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 29
MainStreet Investment Advisors LLC 29
LJI Wealth Management, LLC 29
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 29
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 29
Argent Financial Group, Inc. 29
Causeway Capital Management Llc 29
E Six Thirteen, Llc 29
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 29
Burleson & Company, LLC 29
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 29
Westend Capital Management LLC 29
Silvant Capital Management LLC 29
Paladin Wealth, LLC 29
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 29
Centennial Bank/AR/ 29
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 29
Acropolis Investment Management, LLC 29
ARS Wealth Advisors, LLC 29
Wambolt & Associates, LLC 29
MJT & Associates Financial Advisory Group, Inc. 29
CHICAGO TRUST Co NA 29
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 29
MKT Advisors LLC 29
Harbor Financial Services, Llc 29
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 29
Pacific Wealth Strategies Group, Inc. 29
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 29
Hurley Capital, LLC 29
Woodward Diversified Capital, Llc 29
Campbell Wealth Management 29
Swmg, Llc 29
Dagco, Inc. 29
F/M Investments LLC 29
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 29
North Square Investments Trust - North Square McKee Bond Fund Class I 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 29
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 29
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 29
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 29
Fort Sheridan Advisors Llc 29
Premier Asset Management Llc 29
Efficient Advisors, LLC 29
Meridian Investment Counsel Inc. 29
Sandy Cove Advisors, LLC 29
Peregrine Asset Advisers, Inc. 29
InterOcean Capital, LLC 29
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 29
Howard Hughes Medical Institute 29
NB Crossroads Private Markets Access Fund LLC 29
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 29
BUFT - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Defensive ETF 29
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 29
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 29
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 29
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 29
Sanders Morris Harris Llc 29
RKL Wealth Management LLC 29
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 29
RPG Investment Advisory, LLC 29
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 29
J. Safra Sarasin Holding AG 28
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 28
Western Pacific Wealth Management, LP 28
Nikulski Financial, Inc. 28
Asset Allocation Strategies LLC 28
Fjarde Ap-fonden /fourth Swedish National Pension Fund 28
Prio Wealth Limited Partnership 28
Perritt Capital Management Inc 28
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 28
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 28
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 28
Watermark Asset Management, Inc. 28
Alliance Wealth Advisors, LLC 28
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 28
High Pointe Capital Management Llc 28
Smallcap World Fund Inc 28
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 28
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 28
Lyell Wealth Management, Lp 28
Windsor Creek Advisors, Llc 28
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 28
Appleton Partners Inc/ma 28
Strategic Investment Advisors / MI 28
Prosperity Wealth Management, Inc. 28
Northwest Quadrant Wealth Management, LLC 28
Oversea-Chinese Banking CORP Ltd 28
Legg Mason Asset Management (Japan) Co., Ltd. 28
Firethorn Wealth Partners, Llc 28
Staley Capital Advisers Inc 28
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 28
4J Wealth Management LLC 28
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 28
Financial Strategy Network, LLC 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 28
Tectonic Advisors Llc 28
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 28
Breogan Capital, Lp 28
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 28
Offit Capital Advisors Llc 28
New Hampshire Trust 28
Detalus Advisors, LLC 28
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 28
Oppenheimer Global Multi-asset Income Fund 28
Jarislowsky, Fraser Ltd 28
Rocky Mountain Advisers, Llc 28
Pvg Asset Management Corp 28
Paragon Advisors, LLC 28
Strengthening Families & Communities, LLC 28
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 28
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 28
Frisch Financial Group, Inc. 28
Angeles Investment Advisors, LLC 28
Fusion Investment Group, LLC 28
TPG Financial Advisors, LLC 28
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 28
Lakeridge Wealth Management LLC 28
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 28
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 28
Custom Index Systems, Llc 28
Tower Bridge Advisors 28
NOLVX - Northern Funds - Northern Large Cap Value Fund 28
Grandview Asset Management LLC 28
Paragon Capital Management LLC 28
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 28
Fiduciary Group LLC 28
Deerfield Management Company, L.p. (series C) 28
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 28
AlphaQ Advisors LLC 28
Mfs Government Markets Income Trust 28
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 28
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 28
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 28
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 28
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 28
Axiom International Investors Llc /de 28
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 28
Fayez Sarofim & Co 28
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 28
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 28
Gerstein Fisher 28
Centricity Wealth Management, LLC 28
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 28
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 28
Lokken Investment Group LLC 28
HSBC FUNDS - HSBC Strategic Income Fund Class A 28
Avaii Wealth Management, Llc 28
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 28
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 28
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 28
VELA Funds - VELA Short Duration Fund - Class A 28
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 28
Wealthstream Advisors, Inc. 28
Mine & Arao Wealth Creation & Management, LLC. 28
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 28
PenderFund Capital Management Ltd. 28
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 28
Delta Lloyd Nv 28
Gabelli Equity Series Funds Inc 28
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 28
Profunds - Profund Vp Mid-cap Growth 28
Rs Variable Products Trust 28
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 28
Invenomic Capital Management LP 28
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 28
Sterneck Capital Management, LLC 28
Walled Lake Planning & Wealth Management, Llc 28
Carnick & Kubik, LLC 28
Capital World Growth & Income Fund 28
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 28
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 28
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 28
TradeLink Capital LLC 28
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 28
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 28
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 28
Brave Asset Management Inc 28
Asio Capital, LLC 28
FourThought Financial Partners, LLC 28
Henrickson Nauta Wealth Advisors, Inc. 28
STAR Financial Bank 28
Stonehearth Capital Management, LLC 28
Jamison Private Wealth Management, Inc. 28
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 28
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 28
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 28
My Legacy Advisors, LLC 28
Copia Wealth Management 28
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 28
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 28
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 28
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 28
Stablepoint Partners, LLC 28
Fullerton Fund Management Co Ltd 28
D.B. Root & Company, LLC 28
Landaas & Co /wi /adv 28
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 28
Guardian Capital Advisors Lp 28
Mathes Company, Inc. 28
B&D White Capital Company, LLC 28
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 28
Texas Capital Bank Wealth Management Services Inc 28
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 28
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 28
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 28
Anderson Hoagland & Co 28
Accredited Wealth Management, LLC 28
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 28
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 28
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 28
Robbins Farley Llc 28
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 28
Marathon Capital Management 28
GFG Capital, LLC 28
Guardian Life Insurance Co Of America 28
Sentinus, LLC 28
Secured Retirement Advisors, Llc 28
Team Financial Group, LLC 28
Adams Hall Wealth Advisors, LLC 28
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 28
Alethea Capital Management, Llc 28
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 28
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 28
Brick & Kyle, Associates 28
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 28
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 28
Birchbrook, Inc. 28
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 28
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 28
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 28
Prana Capital Management, LP 28
Redmond Asset Management, LLC 28
Matisse Capital 28
Renaissance Group Llc 27
Ferguson Shapiro LLC 27
Bridge Advisory, LLC 27
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 27
PENN SERIES FUNDS INC - Flexibly Managed Fund 27
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 27
Sanibel Captiva Trust Company, Inc. 27
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 27
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 27
Williams Jones & Associates LLC 27
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 27
Amica Pension Fund Board Of Trustees 27
Second Half Financial Partners, LLC 27
S.E.E.D. Planning Group LLC 27
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 27
Sonen Capital LLC 27
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 27
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 27
Everhart Financial Group, Inc. 27
Syntal Capital Partners, LLC 27
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 27
Capital International Ltd /ca/ 27
Palisade Asset Management, LLC 27
Redwood Investments, LLC 27
Keudell/Morrison Wealth Management 27
Evolution Advisers, Inc. 27
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 27
Willis Johnson & Associates, Inc. 27
Financial Insights, Inc. 27
Piscataqua Savings Bank 27
Vista Wealth Management Group, LLC 27
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 27
Sand Hill Global Advisors, LLC 27
American Economic Planning Group Inc /adv 27
Briaud Financial Planning, Inc 27
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 27
Skylands Capital, LLC 27
Bivin & Associates, Inc. 27
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 27
Beacon Harbor Wealth Advisors, Inc. 27
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 27
Arbor Wealth Management, LLC 27
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 27
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 27
Sage Advisory Services, Ltd.Co. 27
Sentinel Asset Management, Inc. 27
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 27
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 27
Paradigm, Strategies in Wealth Management, LLC 27
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 27
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 27
Blackrock 2022 Global Income Opportunity Trust 27
Harvard Management Co Inc 27
Leicht Financial Planning & Wealth Management, Inc. 27
Nicholas Company, Inc. 27
Dynasty Wealth Management, Llc 27
Gen-Wealth Partners Inc 27
Intact Investment Management Inc. 27
Security National Bank 27
IFS Advisors, LLC 27
Sonata Capital Group Inc 27
Boston Financial Mangement Llc 27
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 27
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 27
Horrell Capital Management, Inc. 27
Sterling Financial Group, Inc. 27
Vanguard Capital Wealth Advisors 27
Stux Capital Management, LLC 27
Rock Creek Group, LP 27
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 27
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 27
Hancock Whitney Investment Services Inc. 27
Botty Investors LLC 27
Elevation Capital Advisory, LLC 27
Neville Rodie & Shaw Inc 27
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 27
Fft Wealth Management Llc 27
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 27
Mount Lucas Management LP 27
Wcm Investment Management, Llc 27
Parasol Investment Management, LLC 27
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 27
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 27
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 27
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 27
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 27
Sightline Wealth Advisors, LLC 27
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 27
Virginia National Bank 27
Manning & Napier Group, LLC 27
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 27
MANA Advisors LLC 27
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 27
Spectrum Asset Management, Inc. (NB/CA) 27
Hillcrest Asset Management LLC 27
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 27
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 27
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 27
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 27
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 27
TKG Advisors, LLC 27
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 27
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 27
West Michigan Advisors, Llc 27
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 27
Strategic Family Wealth Counselors, L.L.C. 27
Sutton Place Investors Llc 27
Schneider Downs Wealth Management Advisors, LP 27
Capital Insight Partners, Llc 27
Boreal Capital Management LLC 27
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 27
Fifth Lane Capital, Lp 27
HYA Advisors, Inc 27
Hoxton Planning & Management, LLC 27
Hardy Reed LLC 27
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 27
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 27
Obermeyer Wood Investment Counsel, Lllp 27
Mb, Levis & Associates, Llc 27
Ironwood Investment Management Llc 27
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 27
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 27
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 27
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 27
Re Advisers Corp 27
Grandeur Peak Global Advisors, LLC 27
Alliance Wealth Advisors, LLC /UT 27
Index Fund Advisors, Inc. 27
D. Scott Neal, Inc. 27
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 27
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 27
Beach Investment Counsel Inc/pa 27
Aristotle Capital Management, LLC 27
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 27
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 27
Haberer Registered Investment Advisor Inc 27
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 27
Boys Arnold & Co Inc 27
Crown Wealth Group, LLC 27
Partners Capital Investment Group, Llp 27
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 27
Steele Capital Management, Inc. 27
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 27
Lionsbridge Wealth Management LLC 27
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 27
Ascent Wealth Partners, LLC 27
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 27
Lombardia Capital Partners Llc 27
Reliant Wealth Planning 27
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 27
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 27
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 27
Harfst & Associates, Inc. 27
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 27
Norinchukin Bank, The 27
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 27
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 27
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 27
Dfa Investment Trust Co - The Emerging Markets Series 27
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 27
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 27
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 27
Hibernia Wealth Partners, LLC 27
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 27
NINE MASTS CAPITAL Ltd 27
Orser Capital Management, Llc 27
Sarver Vrooman Wealth Advisors 27
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 27
Abn Amro Investment Solutions 27
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 27
Waterfront Wealth Inc. 27
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 27
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 27
East Coast Asset Management, LLC. 27
Polar Capital LLP 27
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 27
Praetorian Wealth Management, Inc. 27
Echo Wealth Management, LLC 27
Bank OZK 27
Applied Finance Capital Management, LLC 26
SMITH HAYES Advisers, Inc 26
Peak Asset Management, LLC 26
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 26
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 26
AIFG Consultants Ltd. 26
Relyea Zuckerberg Hanson LLC 26
Mjp Associates Inc /adv 26
Mirova 26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 26
Core Alternative Capital 26
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 26
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 26
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 26
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 26
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 26
Full Sail Capital, LLC 26
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 26
Clark Asset Management, LLC 26
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 26
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 26
Cadence Bank Na 26
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 26
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 26
Cypress Capital, LLC 26
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 26
Pitti Group Wealth Management, LLC 26
Edmond De Rothschild Asset Management (france) 26
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 26
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 26
MD Financial Management Inc. 26
Apexium Financial, Lp 26
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 26
Verus Financial Partners, Inc. 26
Atala Financial Inc 26
Bridges Investment Management Inc 26
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 26
Sound View Wealth Advisors, Llc 26
Eisler Capital (UK) Ltd. 26
Scout Investments, Inc. 26
Arrowgrass Capital Partners (us) Lp 26
Moss Adams Wealth Advisors LLC 26
Capital Income Builder 26
Third Avenue Management Llc 26
Gilder Gagnon Howe & Co Llc 26
Horizon Kinetics Asset Management Llc 26
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 26
Carl P. Sherr & Co., LLC 26
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 26
Frontier Capital Management Co Llc 26
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 26
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 26
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 26
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 26
Citizens & Northern Corp 26
CAP Partners, LLC 26
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 26
Rps Advisory Solutions Llc 26
Tri-continental Corp 26
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 26
Banque Transatlantique SA 26
BTG Pactual Global Asset Management Ltd 26
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 26
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 26
One + One Wealth Management, Llc 26
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 26
Runnymede Capital Advisors, Inc. 26
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 26
Ariel Investments, Llc 26
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 26
Stratton Management Co 26
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 26
Victory Financial Group, Llc 26
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 26
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 26
Western Standard LLC 26
Essential Planning, LLC. 26
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 26
W.H. Cornerstone Investments Inc. 26
Davidson & Garrard Inc 26
Lansforsakringar Fondforvaltning AB (publ) 26
Resolute Advisors LLC 26
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 26
PointState Capital LP 26
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 26
CCRSX - CREDIT SUISSE TRUST - Commodity Return Strategy Portfolio Class 1 26
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 26
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 26
Maripau Wealth Management Llc 26
BIP Wealth, LLC 26
McCarthy & Cox 26
Clifford Swan Investment Counsel Llc 26
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 26
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 26
Silver Lake Advisory, LLC 26
Chapman Financial Group, Llc 26
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 26
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 26
Diversified Enterprises, LLC 26
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 26
Wright Fund Managment, LLC 26
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 26
Baron Wealth Management LLC 26
Diversified Portfolios, Inc. 26
Tradition Capital Management Llc 26
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 26
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 26
Fairscale Capital, LLC 26
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 26
Fortis Capital Management LLC 26
Lingohr & Partner Asset Management GmbH 26
Souders Financial Advisors 26
Sandler Capital Management 26
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 26
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 26
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 26
Autumn Glory Partners, LLC 26
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 26
Plato Investment Management Ltd 26
Legg Mason Bw Global Income Opportunities Fund Inc. 26
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 26
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 26
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 26
Nbw Capital Llc 26
Proathlete Wealth Management Llc 26
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 26
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 26
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 26
Stableford Capital Ii Llc 26
Granite Harbor Advisors, Inc. 26
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 26
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 26
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 26
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 26
Armor Investment Advisors, LLC 26
United Income, Inc. 26
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 26
Catalyst Private Wealth, Llc 26
Hightower 6M Holding, LLC 26
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 26
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 26
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 26
Mediolanum International Funds Ltd 26
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 26
Gordian Capital Singapore Pte Ltd 26
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 26
Quadcap Wealth Management, LLC 26
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 26
State of New Jersey Common Pension Fund A 26
Cerro Pacific Wealth Advisors LLC 26
Sagefield Capital LP 26
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 26
Hefty Wealth Partners 26
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 26
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 26
SkyOak Wealth, LLC 26
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 26
Core Wealth Partners LLC 26
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 26
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 26
BlackRock Portfolio Management LLC 26
Sumit Capital, Llc 26
Hermes Investment Management Ltd 26
KC Investment Advisors, LLC 26
Invesco Trust For Investment Grade Municipals 26
Duquesne Family Office LLC 26
Titleist Asset Management, Ltd. 26
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 26
Saturna Capital CORP 26
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 26
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 26
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 26
CI Global Investments Inc. 26
New England Investment & Retirement Group, Inc. 26
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 26
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 26
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 26
Cynosure Management, Llc 26
Foster Victor Wealth Advisors, LLC 25
Biondo Investment Advisors, LLC 25
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 25
Revisor Wealth Management LLC 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 25
Credential Securities Inc. 25
Mercer Capital Advisers, Inc. 25
Abacus Planning Group, Inc. 25
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 25
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 25
MidAtlantic Capital Management, Inc. 25
Cleararc Capital Inc 25
Horst & Graben Wealth Management LLC 25
Financiere des Professionnels - Fonds d,investissement inc. 25
Granite Bay Wealth Management, LLC 25
Proactive Wealth Strategies LLC 25
Loeb Offshore Management LP 25
Old Dominion Capital Management Inc 25
Peoples Bank/KS 25
Stringer Asset Management, Llc 25
Banyan Partners, LLC 25
Evensky & Katz LLC 25
Jeppson Wealth Management, Llc 25
Pillar Pacific Capital Management Llc 25
Trust Co Of Oklahoma 25
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 25
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 25
WealthTrust Axiom LLC 25
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 25
Tritonpoint Wealth, Llc 25
Midas Management Corp 25
WFA Asset Management Corp 25
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 25
Morris Financial Concepts, Inc. 25
Endeavor Private Wealth, Inc. 25
Smallwood Wealth Investment Management, LLC 25
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 25
Mitsubishi UFJ Securities Holdings Co., Ltd. 25
Nuveen Fund Advisors, LLC 25
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 25
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 25
Yellowstone Partners, LLC 25
Financial Life Planners 25
Loews Corp 25
Cumberland Partners Ltd 25
TIILX - TIAA-CREF FUNDS - TIAA-CREF Inflation-Linked Bond Fund Institutional Class 25
Cox Capital Mgt LLC 25
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 25
CenturyLink Investment Management Co 25
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 25
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 25
Provence Wealth Management Group 25
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 25
TCW ETF Trust - TCW Corporate Bond ETF 25
HFG Advisors, Inc. 25
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 25
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 25
Falcon Wealth Planning 25
Calamos Dynamic Convertible & Income Fund 25
Calamos Convertible & High Income Fund 25
Calamos Convertible Opportunities & Income Fund 25
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 25
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 25
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 25
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 25
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 25
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 25
PPM Funds - PPM Floating Rate Income Fund (Inst) 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 25
Kentucky Retirement Systems 25
Kavar Capital Partners Group, Llc 25
Private Asset Management Inc 25
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 25
Olistico Wealth, LLC 25
Telos Capital Management, Inc. 25
Veracity Capital LLC 25
Goldstein Advisors, LLC 25
Mma Asset Management Llc 25
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 25
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 25
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 25
First Financial Bank - Trust Division 25
SFG Wealth Management, LLC. 25
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 25
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 25
Reinhart Partners, Inc. 25
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 25
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 25
Thrive Capital Management, LLC 25
First National Bank Sioux Falls 25
Sargent Investment Group, LLC 25
Stonebrook Private Inc. 25
Seven Springs Wealth Group, LLC 25
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 25
IronBridge Capital Management LP 25
Pettyjohn, Wood & White, Inc 25
MeadowBrook Investment Advisors LLC 25
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 25
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 25
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 25
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 25
Blackrock Master Llc 25
Ullmann Financial Group, Inc. 25
SigFig Wealth Management, LLC 25
Dfa Investment Trust Co - The Dfa International Value Series 25
Trutina Financial LLC 25
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 25
Western Asset/claymore Inflation-linked Opportunities & Income Fund 25
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 25
New Century Financial Group, LLC 25
CAMG Solamere Management, LLC 25
Demars Financial Group, LLC 25
Calvert Impact Fund Inc 25
VMAX - Lattice Strategies Trust - Hartford US Value ETF 25
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 25
Grace Capital 25
Investment Management Corp of Ontario 25
Cheviot Value Management, LLC 25
Verity & Verity, LLC 25
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 25
Nebula Research & Development LLC 25
Resona Asset Management Co.,Ltd. 25
Strategic Wealth Designers 25
Single Point Partners, LLC 25
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 25
Jabre Capital Partners S.A. 25
McCarthy Grittinger Financial Group, LLC 25
Alhambra Investment Partners LLC 25
Redwood Park Advisors LLC 25
Sirios Capital Management L P 25
Richards, Merrill & Peterson, Inc. 25
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 25
QTR Family Wealth, LLC 25
Compton Capital Management Inc /ri 25
Mcmillion Capital Management Inc 25
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 25
Liberty All Star Equity Fund 25
Signature Financial Management, Inc. 25
IronBridge Private Wealth, LLC 25
Oppenheimer Integrity Funds 25
Willow Creek Wealth Management Inc. 25
Greenup Street Wealth Management Llc 25
Asset Management Corp /il/ /adv 25
Tradewinds Global Investors, LLC 25
Barr E S & Co 25
Fractal Investments LLC 25
Quilter Plc 25
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 25
Raiffeisen Bank International AG 25
Ssga Master Trust 25
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 25
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 25
Cape Cod Five Cents Savings Bank 25
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 25
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 25
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 25
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 25
Eagle Boston Investment Management Inc 25
Norwood Financial Corp 25
Manulife Financial Corp 25
Long Island Wealth Management, Inc. 25
Cahaba Wealth Management, Inc. 25
SMI Advisory Services, LLC 25
Lakewood Asset Management LLC 25
SVA Wealth Management, LLC 25
Shapiro Capital Management Llc 25
Traphagen Investment Advisors Llc 25
S. Muoio & Co. Llc 25
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 25
Senvest Management, LLC 25
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 25
Sweet Financial Partners, LLC 25
Cascade Financial Partners, LLC 25
Echo Street Capital Management LLC 25
BridgePort Financial Solutions, LLC 25
Altavista Wealth Management, Inc. 25
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 25
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 25
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 25
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 25
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 25
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 25
Fiduciary Management Associates Llc 25
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 25
MSD Partners, L.P. 25
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 25
Invesco Municipal Opportunity Trust 25
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 25
Chemical Bank 25
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 25
FYAIX - PROFUNDS - Access Flex High Yield ProFund Investor Class 25
Nair Vinay 25
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 25
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 25
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 25
McNamara Financial Services, Inc. 25
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 25
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 25
Landmark Wealth Management, LLC 25
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 25
GUSTX - GMO TRUST - GMO U.S. Treasury Fund 25
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 25
All Season Financial Advisors, Inc. 25
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 25
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 25
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 25
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 25
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 25
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 25
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 25
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 25
Slow Capital, Inc. 25
Seelaus Asset Management LLC 25
Rather & Kittrell, Inc. 25
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 24
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 24
Chase Investment Counsel Corp 24
Foster Dykema Cabot & Co Inc/ma 24
Wealth Management Associates, Inc. 24
Bernardo Wealth Planning LLC 24
Orinda Asset Management LLC 24
Western Asset Management Company, LLC 24
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 24
Moneywise, Inc. 24
Wealthshield, Llc 24
Kellner Capital, LLC 24
Cardinal Capital Management 24
Purus Wealth Management, LLC 24
Fort, L.p. 24
American Assets Investment Management, LLC 24
Rainier Investment Management Llc 24
J.P. Turner & Co Capital Mnagement, LLC 24
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 24
North Star Asset Management Inc 24
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 24
Baker Ellis Asset Management LLC 24
WNY Asset Management, LLC 24
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 24
Cannell Peter B & Co Inc 24
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 24
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 24
CQS Cayman LP 24
Central Valley Advisors, Llc 24
Astrantus Ltd 24
HYLD - Exchange Listed Funds Trust - High Yield ETF 24
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 24
Courage Miller Partners, LLC 24
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 24
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 24
Hoese & Co LLP 24
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 24
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 24
Harborview Advisors, LLC 24
NWK Group, Inc. 24
Mattern Capital Management, Llc 24
Paradigm Financial Advisors, LLC 24
Clarus Group, Inc. 24
Invesco Municipal Trust 24
Yoder Wealth Management, Inc. 24
Invesco High Income Trust Ii 24
SA FUNDS INVESTMENT TRUST - SA International Value Fund 24
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 24
Independent Solutions Wealth Management, LLC 24
Sapience Investments, LLC 24
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 24
Western Asset Managed Municipals Fund Inc. 24
VCGSX - VALIC Co I - Government Securities Fund 24
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 24
Century Capital Management, LLC 24
Fairhaven Wealth Management, LLC 24
Trust Investment Advisors 24
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 24
Graney & King, LLC 24
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 24
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 24
Kinneret Advisory, LLC 24
Kennebec Savings Bank 24
SFI Advisors, LLC 24
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 24
Woodline Partners LP 24
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 24
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 24
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 24
Everpar Advisors Llc 24
Deseret Mutual Benefit Administrators 24
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 24
Parsec Financial Management, Inc. 24
Trueblood Wealth Management, LLC 24
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 24
Putnam Managed Municipal Income Trust 24
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 24
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 24
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 24
Putnam Municipal Opportunities Trust 24
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 24
Smart Portfolios, LLC 24
Triasima Portfolio Management inc. 24
Advanced Series Trust - Ast International Growth Portfolio 24
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 24
Valicenti Advisory Services Inc 24
Stephenson National Bank & Trust 24
Alpha Financial Partners, LLC 24
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 24
Smith Anglin Financial, LLC 24
Retirement Guys Formula Llc 24
Anson Funds Management LP 24
Siemens Fonds Invest GmbH 24
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 24
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 24
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 24
FAINX - MSS Series Trust - Fallen Angels Income Fund 24
Eagle Growth & Income Opportunities Fund 24
Invesco Advantage Municipal Income Trust Ii 24
Monterey Private Wealth, Inc. 24
Endowment Wealth Management, Inc. 24
Ken Stern & Associates, Inc. 24
PENN SERIES FUNDS INC - Developed International Index Fund 24
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 24
Concentrum Wealth Management 24
Smith Shellnut Wilson Llc /adv 24
Haven Private, LLC 24
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 24
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 24
WP Advisors, LLC 24
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 24
Pensionfund DSM Netherlands 24
Texas Capital Bancshares Inc/tx 24
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 24
Pegasus Partners Ltd. 24
Emfo, Llc 24
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 24
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 24
Db-x Exchange-traded Funds Inc. 24
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 24
Rivernorth Opportunities Fund, Inc. 24
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 24
Alta Advisers Ltd 24
CrestPoint Capital Management, LLC 24
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 24
Cypress Wealth Advisors LLC 24
Interactive Financial Advisors 24
Meridian Financial Partners LLC 24
Strategic Wealth Management Group, LLC 24
Banced Corp 24
Nordwand Advisors, LLC 24
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 24
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 24
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 24
EULAV Asset Management 24
VVMCX - VALIC Co I - Mid Cap Value Fund 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 24
Cooper/haims Advisors, Llc 24
Bmc Fund Inc 24
Commons Capital, Llc 24
REDW Wealth LLC 24
Smith, Graham & Co., Investment Advisors, LP 24
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 24
NMIEX - Northern Funds - Active M International Equity Fund 24
Portfolio Solutions, LLC 24
Nikko Asset Management Americas, Inc. 24
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 24
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 24
JTC Employer Solutions Trusteee Ltd 24
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 24
LGT Group Foundation 24
River Road Asset Management, LLC 24
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 24
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 24
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 24
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 24
Gleason Group, Inc. 24
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 24
GSAPX - GOLDMAN SACHS TRUST - Goldman Sachs Inflation Protected Securities Fund Class A 24
Keystone Financial Group, Inc. 24
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 24
Unigestion Holding SA 24
New Jersey Better Educational Savings Trust 24
Rampart Investment Management Company, LLC 24
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 24
Requisite Capital Management, LLC 24
Loeb Partners Corp 24
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 24
Hemenway Trust Co LLC 24
Middleton & Co Inc/ma 24
Waddell & Associates, Llc 24
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 24
Odey Asset Management Group Ltd 24
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 24
University Of Texas/texas Am Investment Managment Co 24
Thor Advisors, Llc 24
Strategic Wealth Partners Group LLC 24
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 24
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 24
Delap Wealth Advisory, Llc 24
Bel Air Investment Advisors Llc 24
Credit Industriel Et Commercial 24
Kentucky Retirement Systems Insurance Trust Fund 24
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 24
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 24
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 24
Canal Capital Management, LLC 24
Bks Advisors, Llc 24
Heritage Investors Management Corp 24
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 24
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 24
Mosaic Family Wealth Partners, Llc 24
RVRB - ADVISORS SERIES TRUST - Reverb ETF 24
XY Planning Network, Inc. 24
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 24
Eisler Capital Management Ltd. 24
Canvas Wealth Advisors, LLC 24
Accent Capital Management, LLC 24
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 24
Huber Capital Management LLC 24
Blue Chip Partners, Inc. 24
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 24
MSH Capital Advisors LLC 24
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 24
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 24
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 24
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 24
Premier Path Wealth Partners, LLC 24
Guyasuta Investment Advisors Inc 24
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 24
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 24
Quattro Financial Advisors Llc 24
Northstar Wealth Partners LLC 24
Stonnington Group, Llc 24
Milestones Private Investment Advisors LLC 23
Harvest Portfolios Group Inc. 23
Allstate Investment Management Co 23
Allegiance Financial Group Advisory Services LLC 23
Nuveen Core Equity Alpha Fund 23
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 23
Retirement Financial Solutions, Llc 23
Western Asset Emerging Markets Debt Fund Inc. 23
ASB Consultores, LLC 23
Firefly Value Partners, LP 23
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 23
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 23
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 23
Brewin Dolphin Wealth Management Ltd 23
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 23
Root Financial Partners, LLC 23
ABLE Financial Group, LLC 23
Highland Financial Advisors, LLC 23
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 23
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 23
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 23
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 23
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 23
Financial Advisors Network, Inc. 23
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 23
BigSur Wealth Management LLC 23
Baader Bank INC 23
Horizons Etf Trust I 23
Oppenheimer International Bond Fund 23
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 23
O'Brien Wealth Partners LLC 23
BKA Wealth Consulting, Inc. 23
Sterling Investment Counsel, LLC 23
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 23
Day & Ennis, LLC 23
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 23
Fluent Financial, LLC 23
Gradient Capital Advisors, LLC 23
Financial Services Advisory Inc 23
Financial Futures Ltd Liability Co. 23
Ulland Investment Advisors, LLC 23
Carroll Investors, Inc 23
Mid-American Wealth Advisory Group, Inc. 23
Walter & Keenan Financial Consulting Co /mi/ /adv 23
Icapital Wealth Llc 23
Kernodle & Katon Asset Management Group, LLC 23
Connors Investor Services Inc 23
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 23
Criterion Capital Advisors, Llc 23
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23
Rodgers Brothers Inc. 23
Jackson Hole Capital Partners, LLC 23
Tegean Capital Management, Llc 23
Rokos Capital Management LLP 23
Seldon Capital Lp 23
Stonegate Investment Group, LLC 23
Winthrop Capital Management, LLC 23
Joseph Group Capital Management 23
Flynn Zito Capital Management, Llc 23
Brendel Financial Advisors LLC 23
Apollon Financial, LLC 23
Aire Advisors, Llc 23
Opseu Pension Plan Trust Fund 23
Means Investment Co., Inc. 23
Moseley Investment Management Inc 23
Riversedge Advisors, Llc 23
Cottonwood Capital Advisors, Llc 23
Evergreen Wealth Solutions, LLC 23
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 23
STFGX - Advisers Investment Trust - State Farm Growth Fund 23
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 23
Holos Integrated Wealth LLC 23
Capital Group Private Client Services, Inc. 23
Strategic Financial Services, Inc, 23
Rakuten Investment Management, Inc. 23
Abel Hall, LLC 23
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 23
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 23
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 23
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 23
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 23
Hudson Valley Investment Advisors Inc /adv 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 23
PartnerRe Asset Management CORP 23
Columbia Asset Management 23
49 Wealth Management, Llc 23
Hunter Associates Investment Management Llc 23
Keystone Global Partners, LLC 23
JAFYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Short Term Government Income Trust NAV 23
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 23
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 23
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 23
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 23
QUANTRES ASSET MANAGEMENT Ltd 23
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 23
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 23
Fagan Associates, Inc. 23
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 23
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 23
Taylor Wealth Management Partners 23
Rede Wealth, LLC 23
Barnes Wealth Management Group, Inc 23
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 23
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 23
Fullcircle Wealth Llc 23
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 23
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 23
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 23
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 23
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 23
Center For Asset Management LLC 23
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 23
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 23
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 23
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 23
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 23
Burke & Herbert Bank & Trust Co 23
Symmetry Investments LP 23
Phoenix Wealth Advisors 23
Knowledge Leaders Capital, LLC 23
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 23
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 23
E Fund Management Co., Ltd. 23
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 23
Astor Investment Management LLC 23
McLean Asset Management Corp 23
Colorado Capital Management, Inc. 23
Jolley Asset Management, LLC 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 23
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 23
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 23
Bnc Wealth Management, Llc 23
Findlay Park Partners LLP 23
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 23
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 23
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 23
Guild Investment Management, Inc. 23
Osborne Partners Capital Management, Llc 23
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 23
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 23
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 23
Lisanti Capital Growth, LLC 23
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 23
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 23
Callahan Advisors, LLC 23
Legacy Wealth Management, LLC / MS 23
Rnc Capital Management Llc 23
Financial Advisory Group 23
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 23
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 23
KAMES CAPITAL plc 23
Simply Money Advisors 23
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 23
Columbia Wanger Asset Management Llc 23
Stevens First Principles Investment Advisors 23
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 23
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 23
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 23
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 23
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 23
Collier Financial 23
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 23
Southeast Asset Advisors Inc. 23
Knightsbridge Asset Management, Llc 23
Castle Creek Arbitrage, LLC 23
Roxbury Financial LLC 23
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 23
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 23
Pax World Management Llc 23
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 23
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 23
Fairview Capital Investment Management, Llc 23
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 23
Profunds - Profund Vp Large-cap Value 23
Sentry Investment Management Llc 23
Profunds - Profund Vp Bull 23
Profunds - Profund Vp Ultrabull 23
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 23
Optimal Asset Management, Inc. 23
Summit Asset Management, LLC 23
Schutz Anton Villars 23
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 23
Sawgrass Asset Management Llc 23
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 23
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 23
3d Asset Management, Inc 23
Mission Creek Capital Partners, Inc. 23
Fiduciary Planning LLC 23
Vanguard Windsor Funds 23
Higgins & Schmidt Wealth Strategies LLC 23
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 23
Petix & Botte Co 23
First Niagara Bank 23
Okabena Investment Services Inc 23
HBC Financial Services, PLLC 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
Invesco Bldrs Index Funds Trust 23
Farr Miller & Washington Llc/dc 23
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 23
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 23
VSTIX - VALIC Co I - Stock Index Fund 23
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 23
Fortress Private Ledger, Llc 23
Fieldview Capital Management, LLC 23
Champlain Investment Partners, LLC 23
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 23
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 23
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 23
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 23
SCIU - Global X Funds - Global X Scientific Beta US ETF 23
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 23
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 23
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 23
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 23
SHV - iSHARES TRUST - iShares Short Treasury Bond ETF 23
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 23
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 23
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 23
Clal Insurance Enterprises Holdings Ltd 23
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 23
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 23
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 23
LVPIX - Profunds - Large-cap Value Profund Investor Class 23
ULPIX - Profunds - Ultrabull Profund Investor Class 23
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 23
BLPIX - Profunds - Bull Profund Investor Class 23
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 23
RIA Advisory Group LLC 23
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 22
Cortina Funds, Inc. 22
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 22
PWS - Pacer Funds Trust - Pacer WealthShield ETF 22
Deutsche Strategic Municipal Income Trust 22
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 22
Cynosure Advisors, Llc 22
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 22
NORTHWESTERN MUTUAL SERIES FUND INC - Long-Term US Government Bond Portfolio 22
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 22
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 22
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 22
Tableaux Llc 22
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 22
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 22
Ironwood Wealth Management, LLC. 22
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 22
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 22
Kelly Lawrence W & Associates Inc/ca 22
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 22
GBIL - Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 22
Bingham Osborn & Scarborough Llc 22
Oak Associates Ltd /oh/ 22
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 22
DMG Group, LLC 22
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 22
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 22
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 22
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio 22
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 22
Western Financial Corporation 22
New Capital Management LP 22
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 22
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 22
Oddo Bhf Asset Management Sas 22
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 22
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 22
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 22
Avanza Fonder AB 22
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 22
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 22
Czech National Bank 22
ASR Vermogensbeheer N.V. 22
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 22
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 22
Adell Harriman & Carpenter Inc 22
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 22
Foresight Capital Management Advisors, Inc. 22
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 22
PACIFIC SELECT FUND - Equity Index Portfolio Class I 22
Syntegra Private Wealth Group, LLC 22
Elevate Wealth Advisory, Inc 22
Mizuho Securities Co. Ltd. 22
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 22
Unison Advisors LLC 22
Inverness Counsel Llc /ny/ 22
ACK Asset Management LLC 22
Marble Harbor Investment Counsel, LLC 22
Capstone Triton Financial Group, LLC 22
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 22
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 22
Mawer Investment Management Ltd. 22
Advisors Management Group Inc /adv 22
Braun Stacey Associates Inc 22
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 22
Osterweis Capital Management Inc 22
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 22
Karpus Management, Inc. 22
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 22
Ikos Cif Ltd 22
Glg Inc. 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 22
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 22
A3 Alternative Credit Fund 22
Maple Capital Management, Inc. 22
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 22
Harding Loevner Lp 22
TrueMark Investments, LLC 22
Bar Harbor Trust Services 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 22
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 22
Kathleen S. Wright Associates Inc. 22
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 22
Charles Schwab Family Of Funds 22
Prism Advisors, Inc. 22
Owen LaRue, LLC 22
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 22
Moran Wealth Management, LLC 22
Sterling Global Strategies LLC 22
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 22
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 22
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 22
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 22
Smith Chas P & Associates Pa Cpas 22
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 22
Argent Trust Co 22
McAdams Wright Ragen, Inc. 22
Stewart West Indies Trading Co., Ltd 22
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 22
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 22
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 22
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 22
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 22
IBTF - iSHARES TRUST - iShares iBonds Dec 2025 Term Treasury ETF 22
Traveka Wealth, LLC 22
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 22
Amplify ETF Trust - Amplify BlackSwan Tech & Treasury ETF 22
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 22
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 22
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 22
FOCUS Wealth Advisors, LLC 22
Sound Stewardship, LLC 22
Sensible Money, LLC 22
Rodgers & Associates, LTD 22
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 22
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 22
Wealth Architects, LLC 22
Benin Management CORP 22
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 22
Morling Financial Advisors, LLC 22
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 22
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 22
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 22
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 22
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 22
Aviso Financial Inc. 22
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 22
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 22
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 22
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 22
Xtx Markets Llc 22
GlobalBridge, Inc. 22
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 22
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 22
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 22
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 22
Trinity Wealth Management, LLC 22
Community Trust & Investment Co 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 22
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 22
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 22
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 22
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 22
Carson Advisory Inc. 22
New America High Income Fund Inc 22
Delaware Investments Dividend & Income Fund, Inc 22
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 22
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 22
Excalibur Management Corp 22
Securian Funds Trust - SFT Index 500 Fund Class 1 22
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 22
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 22
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 22
PENN SERIES FUNDS INC - Index 500 Fund 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 22
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 22
SRB Corp 22
Allianz Se 22
Daiwa SB Investments Ltd. 22
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 22
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 22
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 22
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 22
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 22
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 22
RQSI Ltd 22
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 22
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 22
Ilmarinen Mutual Pension Insurance Co 22
TCUDX - TRUST FOR CREDIT UNIONS - Short Duration Portfolio TCU Shares 22
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 22
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 22
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 22
Portland Global Advisors LLC 22
LifePro Asset Management 22
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 22
Lgl Partners, Llc 22
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 22
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 22
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 22
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 22
Invesco Value Municipal Income Trust 22
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 22
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 22
Lebenthal Holdings,LLC 22
Lcnb Corp 22
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 22
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 22
PENN SERIES FUNDS INC - Mid Cap Value Fund 22
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 22
Wealth Advisors of Tampa Bay, LLC 22
Ayalon Holdings Ltd. 22
Seed Wealth Management, Inc. 22
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 22
Rinkey Investments 22
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 22
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 22
Hager Investment Management Services, Llc 22
Capital Market Strategies LLC 22
Uncommon Cents Investing LLC 22
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 22
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 22
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 22
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 22
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 22
Starfire Investment Advisers, Inc. 22
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 22
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 22
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 22
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 22
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 22
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 22
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 22
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 22
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 22
Five Oceans Advisors 22
Sarasin & Partners LLP 22
Spdr S&p 500 Etf Trust 22
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 22
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 22
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 22
West Chester Capital Advisors, Inc 22
Morningstar Investment Management LLC 22
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 22
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 22
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 22
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 22
Israel Discount Bank Of New York /gfn 22
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 22
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 22
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 22
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 22
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 22
River Street Advisors LLC 22
Aristides Capital LLC 22
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 22
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 22
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 22
Glacier Peak Capital LLC 22
APCM Wealth Management for Individuals 22
Detwiler Fenton Investment Management LLC 22
Knuff & Co LLC 22
Verum Partners LLC 22
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 22
Catamount Wealth Management 22
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 22
Li Winifred I 22
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 22
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 22
Opes Wealth Management LLC 22
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 22
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 22
Farmers Trust Co 22
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 22
Crew Capital Management, Ltd. 22
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 22
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 22
Chicago Capital, LLC 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 22
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 22
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 22
Nuveen Intermediate Duration Municipal Term Fund 22
Capital Investment Counsel, Inc 22
Enterprise Bank & Trust Co 22
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 22
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 22
American Asset Management Inc. 22
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 22
Arbor Investment Advisors, LLC 22
Patron Partners Advisors, Llc 22
Delta Lloyd Asset Management N.v. 22
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 22
Financial Strategies Group, Inc. 22
Worth Financial Advisory Group, LLC 22
Beta Wealth Group, Inc. 22
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 22
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 22
RHS Financial, LLC 22
Degroof Petercam Asset Management 22
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 22
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 22
ForthRight Wealth Management, LLC 22
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 22
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 22
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 22
Mengis Capital Management, Inc. 22
Summit Wealth & Retirement Planning, Inc. 22
Cullinan Associates Inc 22
Nuveen Municipal Credit Opportunities Fund 22
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 22
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 22
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 22
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 22
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 22
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 22
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 22
GQG Partners LLC 22
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 22
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 22
NOSIX - Northern Funds - Northern Stock Index Fund 22
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 22
Charles Schwab Trust Co 22
SSO - PROSHARES TRUST - ProShares Ultra S&P500 22
TCF National Bank 22
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 22
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 22
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 22
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 22
Dodge & Cox 22
FOINX - Tributary Funds, Inc. - Income Fund Institutional 22
Brightworth 22
FundX Investment Group, LLC 22
Kornitzer Capital Management Inc /ks 22
Evexia Wealth Llc 22
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 22
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 22
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 22
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 22
SC&H Financial Advisors, Inc. 22
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 22
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 22
Twelve Points Wealth Management LLC 22
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 22
Ohio National Investments, Inc. 22
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 22
AustralianSuper Pty Ltd 22
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 22
Capital CS Group, LLC 22
Vinva Investment Management Ltd 22
Capitolis Liquid Global Markets LLC 22
GLOBALT Investments LLC / GA 22
VCGEX - VALIC Co I - Emerging Economies Fund 22
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 22
DGS Capital Management, LLC 22
Robinson Capital Management, Llc 22
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 22
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 22
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 21
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 21
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 21
Shikiar Asset Management Inc 21
SimpliFi, Inc. 21
Resource Management, LLC 21
Lipe & Dalton 21
Roubaix Capital, LLC 21
Trinity Legacy Partners, LLC 21
KG&L Capital Management,LLC 21
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 21
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 21
Droms Strauss Advisors Inc /mo/ /adv 21
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 21
Verde Servicos Internacionais S.A. 21
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 21
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 21
Schnieders Capital Management Llc 21
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 21
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 21
Badgley Phelps & Bell Inc 21
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 21
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 21
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 21
Legg Mason Investment Counsel & Trust Co., N.A. 21
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 21
Swaine & Leidel Wealth Services, Llc 21
PBMares Wealth Management LLC 21
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 21
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 21
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 21
Galvin, Gaustad & Stein, LLC 21
Raub Brock Capital Management LP 21
BARING ASSET MANAGEMENT Ltd 21
Cloud Capital Management, LLC 21
Integrated Wealth Counsel, Llc 21
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 21
Howard Financial Services, Ltd. 21
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 21
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 21
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 21
Jnl Series Trust - Jnl/mellon International Index Fund (a) 21
Ninety One North America, Inc. 21
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 21
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 21
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 21
Northcape Wealth Management, Llc 21
Morse Asset Management, Inc 21
Hood River Capital Management LLC 21
RMG Wealth Management LLC 21
Johnson Financial Group, LLC 21
Franklin Templeton International Trust 21
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 21
Washington Capital Management Inc 21
Navis Wealth Advisors, LLC 21
Peoples Bank /oh 21
Williams Financial, LLC 21
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 21
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 21
Thrive Wealth Management, LLC 21
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 21
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 21
Johnson Midwest Financial, LLC 21
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 21
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 21
Hudson Capital Management LLC 21
Red Lighthouse Investment Management, Llc 21
Berkeley Capital Partners, LLC 21
Berkeley, Inc 21
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 21
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 21
Letko, Brosseau & Associates Inc 21
Badgley Phelps Wealth Managers, LLC 21
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 21
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 21
Heritage Oak Wealth Advisors Llc 21
Tyche Wealth Partners LLC 21
Anderson Financial Strategies, LLC 21
Bulltick Wealth Management, LLC 21
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 21
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 21
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 21
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 21
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 21
Strycker View Capital Llc 21
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 21
Eukles Asset Management 21
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 21
Cornerstone Advisors Inc 21
Insight 2811, Inc. 21
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 21
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 21
Aspen Grove Capital, LLC 21
Suffolk Capital Management Llc 21
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 21
Wealth & Pension Services Group, Inc. 21
Thomaspartners, Inc. 21
Financial Management Network Inc 21
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class 21
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 21
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 21
De Burlo Group Inc 21
Exxonmobil Investment Management Inc /tx 21
Baron Financial Group, LLC 21
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 21
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 21
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 21
Alta Wealth Advisors LLC 21
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 21
HTLF Bank 21
Radnor Capital Management, LLC 21
New Potomac Partners, LLC 21
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 21
Sykon Capital Llc 21
Pacific Financial Group Inc 21
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 21
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 21
Opulen Financial Group LLC 21
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 21
Opus Investment Management Inc 21
South Plains Financial, Inc. 21
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 21
Riverchase Wealth Management, Llc 21
PYA Waltman Capital, LLC 21
Oppenheimer Small Cap Value Fund 21
Mechanics Financial Corp 21
Moreno Evelyn V 21
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 21
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 21
LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares 21
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 21
Fund Management at Engine No. 1 LLC 21
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 21
Reyes Financial Architecture, Inc. 21
United Bank 21
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 21
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 21
StellarOne CORP 21
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 21
Affinity Capital Advisors, LLC 21
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 21
Regatta Capital Group, Llc 21
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 21
Midland Wealth Advisors Llc 21
Kemnay Advisory Services Inc. 21
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 21
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 21
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 21
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 21
Prudential Global Short Duration High Yield Fund, Inc. 21
FJ Investments, LLC 21
Vision Capital Management, Inc. 21
Millington Financial Advisors, LLC 21
Edge Financial Advisors LLC 21
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 21
Lockerman Financial Group, Inc. 21
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 21
Fairman Group, LLC 21
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 21
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 21
Lord & Richards Wealth Management, LLC 21
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 21
Gyroscope Capital Management Group, Llc 21
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 21
PagnatoKarp Partners LLC 21
Financial Freedom, LLC 21
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 21
Canopy Partners, LLC 21
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 21
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 21
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 21
PIMCO Dynamic Income Opportunities Fund 21
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 21
Ccm Investment Advisers Llc 21
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 21
Centurion Wealth Management LLC 21
Reynolds Capital Management Llc 21
RiverPoint Capital Management, LLC 21
Sabadell Asset Management, S.A S.G.I.I.C 21
Bowen Hanes & Co Inc 21
Kimelman & Baird, LLC 21
Eight 31 Financial Llc 21
Cubic Asset Management, LLC 21
Investmark Advisory Group LLC 21
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 21
First National Bank of Hutchinson 21
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 21
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 21
Polianta Ltd 21
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 21
TCUUX - TRUST FOR CREDIT UNIONS - Ultra-Short Duration Portfolio TCU Shares 21
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 21
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 21
Vontobel Swiss Wealth Advisors AG 21
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 21
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 21
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 21
Asset Advisors Investment Management, LLC 21
CLARET ASSET MANAGEMENT Corp 21
TFR Capital, LLC. 21
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 21
Coyle Financial Counsel LLC 21
Columbia Advisory Partners Llc 21
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 21
Capstone Financial Advisors, Inc. 21
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 21
Khp Capital, Llc 21
Td Asset Management Usa Funds Inc. 21
Guardian Wealth Management, Inc. 21
MU Investments Co., Ltd. 21
Kraft, Davis & Associates, LLC 21
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 21
Patton Fund Management, Inc. 21
BERIX - Chartwell Funds - Berwyn Income Fund 21
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 21
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 21
New York Life Trust Co 21
Matrix Trust Co 21
Inspirion Wealth Advisors, Llc 21
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 21
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 21
Jackson Thornton Asset Management, Llc 21
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 21
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 21
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 21
Spectrum Wealth Advisory Group, LLC 21
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 21
Cardinal Capital Management Llc /ct 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 21
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 21
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 21
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 21
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 21
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 21
Forte Capital Llc /adv 21
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 21
Mondrian Investment Partners LTD 21
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 21
Dai-ichi Life Holdings, Inc. 21
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 21
J. L. Bainbridge & Co., Inc. 21
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 21
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 21
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 21
Weaver Capital Management LLC 21
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 21
Navalign, LLC 21
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 21
Avantra Family Wealth, Inc. 21
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 21
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 21
Summit Wealth Group, LLC 21
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 21
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 21
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 21
Keener Financial Planning LLC 21
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 21
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 21
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 21
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 21
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 21
Mechanics Bank Trust Department 21
Atlas Brown,Inc. 21
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 21
C-J Advisory, Inc. 21
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 21
PKS Advisory Services, LLC 21
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 21
Point View Wealth Management, Inc. 21
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 21
Sage Financial Group Inc 20
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 20
VBCVX - VALIC Co I - Systematic Value Fund 20
American National Bank & Trust Co /va/ 20
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 20
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 20
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 20
Kingdon Capital Management, L.l.c. 20
STRV - EA Series Trust - Strive 500 ETF 20
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 20
German American Bancorp, Inc. 20
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 20
Park Avenue Institutional Advisers LLC 20
Chemung Canal Trust Co 20
Creekside Partners 20
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 20
Delta Financial Group, Inc. 20
Arvest Investments, Inc. 20
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 20
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 20
Parametric Market Neutral Portfolio 20
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 20
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 20
King Investment Advisors Inc/tx 20
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 20
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 20
Zions Trust, National Association 20
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 20
Summit Financial Strategies, Inc. 20
Brown Wealth Management, Llc 20
Gardner Russo & Quinn Llc 20
Rainier Group Investment Advisory LLC 20
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 20
Sound Financial Strategies Group, LLC 20
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 20
Main Street Research LLC 20
Western Asset Intermediate Muni Fund Inc. 20
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 20
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 20
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 20
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 20
Wealth Enhancement & Preservation of GA, LLC 20
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 20
Neuberger Berman Intermediate Municipal Fund Inc 20
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 20
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 20
Argent Wealth Management LLC 20
Sustainable Insight Capital Management, LLC 20
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 20
Andrew Hill Investment Advisors, Inc. 20
Pt Asset Management, Llc 20
Angel Oak Capital Advisors, LLC 20
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 20
Jamison Eaton & Wood Inc /nj 20
Vision Financial Markets Llc 20
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 20
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 20
Conrad Siegel Investment Advisors, Inc. 20
Schwallier Wealth Management LLC 20
Deutsche Value Series, Inc 20
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 20
Puff Wealth Management, Llc 20
Grayhawk Investment Strategies Inc. 20
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 20
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 20
Nuveen Core Plus Impact Fund 20
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 20
Platte River Capital LLC 20
Asset Planning,Inc 20
Ahl Investment Management, Inc. 20
Fortress Wealth Management, Inc. 20
Kentucky Trust Co 20
10-15 Associates, Inc. 20
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 20
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 20
Traction Financial Partners, LLC 20
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 20
Sprott Inc. 20
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 20
Clarity Financial LLC 20
Ruffer LLP 20
May Hill Capital, LLC 20
Strategic Capital Group LLC 20
Sumitomo Mitsui Financial Group, Inc. 20
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 20
Waypoint Capital Advisors, LLC 20
Gitterman Wealth Management, LLC 20
British Airways Pensions Investment Management Ltd 20
Advanced Research Investment Solutions, Llc 20
Domani Wealth, LLC 20
Roaring Blue Lion Capital Management, L.P. 20
MLDR - Global X Funds - Global X Intermediate-Term Treasury Ladder ETF 20
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 20
Gamble Jones Investment Counsel 20
Wilmington Trust Investment Management, LLC 20
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 20
PCJ Investment Counsel Ltd. 20
Ninety One SA (PTY) Ltd 20
J. W. Coons Advisors, LLC 20
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 20
American Money Management, LLC 20
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 20
Supplemental Annuity Collective Trust of NJ 20
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares 20
Wills Financial Group, Inc. 20
Alaethes Wealth LLC 20
Augustine Asset Management Inc 20
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 20
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 20
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 20
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 20
Columbus Circle Investors 20
Exane Asset Management 20
Powell Investment Advisors, LLC 20
DRSK - ETF Series Solutions - Aptus Defined Risk ETF 20
Ehrlich Financial Group 20
Arvest Bank Trust Division 20
Innova Wealth Partners 20
Wick Capital Partners, LLC 20
Trust Asset Management LLC 20
Wealth Effects Llc 20
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 20
Canandaigua National Corp 20
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 20
CMC Financial Group 20
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 20
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 20
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 20
SFY - Tidal ETF Trust - SoFi Select 500 ETF 20
Archetype Wealth Partners 20
North Ridge Wealth Advisors, Inc. 20
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 20
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 20
Mcrae Capital Management Inc 20
Belmont Global Advisors, Inc. 20
Dreyfus High Yield Strategies Fund 20
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 20
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 20
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 20
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 20
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 20
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 20
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 20
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 20
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 20
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 20
Summit Wealth Group Llc / Co 20
Belmont Capital, LLC 20
Epic Trust Investment Advisors, LLC 20
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 20
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 20
Weatherly Asset Management L. P. 20
Sanctuary Wealth Management, L.L.C. 20
Nokota Management, LP 20
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 20
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 20
TD Securities (USA) LLC 20
Values First Advisors, Inc. 20
Investors Financial Group, LLC 20
Spreng Capital Management, Inc. 20
Guardian Investor Services Llc 20
Cohen & Steers Capital Management Inc 20
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 20
Saxon Interests, Inc. 20
Next Level Private LLC 20
Sloy Dahl & Holst, LLC 20
Whitaker-Myers Wealth Managers, LTD. 20
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 20
Fure Financial Corp 20
Murphy, Middleton, Hinkle & Parker, Inc. 20
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 20
Bank & Trust Co 20
Magnolia Private Wealth, LLC 20
Milestone Advisory Partners 20
Paul Damon & Associates, Inc. 20
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 20
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 20
Origin Asset Management LLP 20
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 20
Legacy Capital Partners, Inc. 20
Bedell Frazier Investment Counseling, LLC 20
Quotient Wealth Partners, LLC 20
Bensler, LLC 20
Madison Wealth Partners, Inc 20
Aldebaran Financial Inc. 20
King Wealth 20
Capital Wealth Management, Llc 20
Jordan Park Group LLC 20
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 20
Goodman Financial Corp 20
Green Arrow Capital Management Llc 20
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 20
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 20
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 20
Kings Path Partners LLC 20
Your Advocates Ltd., LLP 20
Blackrock Enhanced Global Dividend Trust 20
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 20
Wall Street Access Asset Management, LLC 20
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 20
Himco Variable Insurance Trust 20
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 20
Traynor Capital Management, Inc. 20
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 20
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 20
Options Solutions, Llc 20
Austin Wealth Management, LLC 20
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 20
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 20
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 20
Oppenheimer Capital Income Fund 20
Shoker Investment Counsel, Inc. 20
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 20
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 20
HHG & Company, LLC 20
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 20
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 20
Divergent Wealth Advisors, Llc 20
Altman Advisors, Inc. 20
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 20
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 20
New Century Advisors, LLC 20
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 20
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 20
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 20
Montis Financial, LLC 20
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 20
Cohen Lawrence B 20
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 20
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 20
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 20
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 20
Threadgill Financial, Llc 20
Oaktree Capital Management Lp 20
Levy Wealth Management Group, LLC 20
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 20
Game Creek Capital, LP 20
Ithan Creek Master Investors (Cayman), L.P. 20
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 20
Rockwood Wealth Management, LLC 20
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 20
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 20
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 20
HF Advisory Group, LLC 20
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 20
Comprehensive Wealth Management, LLC 20
CFO4Life, L.P. 20
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 20
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 20
Burns J W & Co Inc/ny 20
CXI Advisors 20
Gs Investments, Inc. 20
Meridian Financial, LLC 20
RE Dickinson Investment Advisors, LLC 20
Wallace Advisory Group, LLC 20
Titus Wealth Management 20
Reitz Capital Advisors LLC 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
Adamsbrown Wealth Consultants Llc 20
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 20
Members Wealth Llc 20
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 20
Wealth Management Partners, LLC 20
Kaizen Financial Strategies 20
Invesco Quality Municipal Income Trust 20
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 20
Drucker Wealth 3.0, LLC 20
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 20
Ray Gerald L & Associates Ltd 20
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 20
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 20
BancorpSouth Inc 20
Stilwell Joseph 20
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 20
Close Asset Management Ltd 20
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 20
Cito Capital Group, LLC 20
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 20
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 20
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 20
West Coast Financial LLC 20
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 20
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 19
Sculati Wealth Management, LLC 19
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 19
Benson Investment Management Company, Inc. 19
LaFleur & Godfrey LLC 19
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 19
Girard Securities, Inc. 19
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 19
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 19
Cowen Prime Services LLC 19
Copper Rock Capital Partners, LLC 19
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 19
HDV - iSHARES TRUST - iShares Core High Dividend ETF 19
LWM Advisory Services, LLC 19
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 19
NCM Capital Management, LLC 19
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 19
Idaho Trust Bank 19
Saudi Central Bank 19
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 19
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 19
Vantage Financial Partners Ltd., Inc. 19
Europacific Growth Fund 19
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 19
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 19
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 19
Compton Wealth Advisory Group, LLC 19
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 19
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 19
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 19
Madison Investment Advisors, LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 19
EHLS - Tidal Trust II - Even Herd Long Short ETF 19
EverPoint Asset Management, LLC 19
Tevis Investment Management 19
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 19
Advent Claymore Convertible Securities & Income Fund 19
Cetera Trust Company, N.A 19
AlphaCentric Advisors LLC 19
OWSBX - OLD WESTBURY FUNDS INC - Old Westbury Short-Term Bond Fund 19
Abbrea Capital, LLC 19
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 19
Beaumont Capital Management, LLC 19
Covenant Asset Management, LLC 19
Dumont & Blake Investment Advisors Llc 19
Grant/GrossMendelsohn, LLC 19
Philip James Wealth Mangement, LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 19
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 19
Blackrock Enhanced International Dividend Trust 19
Edgemoor Investment Advisors, Inc. 19
Wescott Financial Advisory Group, LLC 19
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 19
Cambridge Financial Group, LLC 19
MYDA Advisors LLC 19
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 19
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 19
Galaxy Capital Trading Ltd 19
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 19
Wildermuth Endowment Strategy Fund 19
JGP Wealth Management, LLC 19
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 19
Elk River Wealth Management, LLC 19
Goepper Burkhardt LLC 19
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 19
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 19
Roanoke Asset Management Corp/ Ny 19
Blackstone Group Inc 19
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 19
Generali Asset Management SPA SGR 19
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 19
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 19
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 19
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 19
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 19
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 19
Western Asset Municipal Partners Fund Inc. 19
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 19
Waverton Investment Management Ltd 19
Gould Capital, LLC 19
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 19
Stony Point Wealth Management Inc. 19
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 19
International Private Wealth Advisors LLC 19
Peak Capital Management Llc 19
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 19
Hall Laurie J Trustee 19
NS Partners Ltd 19
Cornerstone Planning, LLC 19
Nicolet Bankshares Inc 19
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 19
ROSS\JOHNSON & Associates LLC 19
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 19
NEOS Investment Management LLC 19
Df Dent & Co Inc 19
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 19
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 19
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 19
Foronjy Financial Llc 19
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 19
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 19
Comprehensive Money Management Services LLC 19
Catalyst Financial Partners Llc 19
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 19
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 19
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 19
Bear Mountain Capital, Inc. 19
Hotaling Investment Management, LLC 19
Luminist Capital LLC 19
Red Spruce Capital, LLC 19
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 19
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 19
FUKOKU MUTUAL LIFE INSURANCE Co 19
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 19
Ardsley Advisory Partners Lp 19
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 19
Financial Guidance Group, Inc. 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 19
Anchorage Capital Group, L.L.C. 19
GRATRY & Co LLC 19
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 19
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 19
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 19
First Dallas Securities Inc. 19
Highwater Wealth Management, LLC 19
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 19
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 19
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 19
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 19
Greatmark Investment Partners, Inc. 19
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 19
Power Corp of Canada 19
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 19
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I 19
Voya Emerging Markets High Dividend Equity Fund 19
MRP Capital Investments, LLC 19
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 19
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 19
Seacliff Capital, Llc 19
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 19
Vishria Bird Financial Group, LLC 19
Portland Investment Counsel Inc. 19
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 19
ACVF - ETF Opportunities Trust - American Conservative Values ETF 19
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 19
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 19
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 19
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 19
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 19
Junto Capital Management LP 19
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 19
Alerus Investment Advisors Corp 19
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 19
Legacy Financial Strategies, LLC 19
Curian Series Trust 19
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 19
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 19
Greenfield Savings Bank 19
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 19
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 19
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 19
DoubleLine ETF Adviser LP 19
Northside Capital Management, LLC 19
Newfoundland Capital Management 19
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 19
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 19
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 19
3EDGE Asset Management, LP 19
Destra Investment Trust Ii 19
Kepos Capital LP 19
West Wealth Group, LLC 19
Apollo Management Holdings, L.P. 19
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 19
Copperwynd Financial, LLC 19
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 19
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 19
Turim 21 Investimentos Ltda. 19
Summit Investment Advisors, Inc. 19
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 19
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 19
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 19
Hickory Asset Management, Inc. 19
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 19
America First Investment Advisors, LLC 19
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 19
KLCM Advisors, Inc. 19
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 19
Client 1st Advisory Group, Llc 19
Manhattan West Asset Management, LLC 19
Everstar Asset Management, LLC 19
American National Registered Investment Advisor, Inc. 19
Independence Advisors, LLC 19
Cypress Capital Management Llc 19
Whalen Wealth Management Inc. 19
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 19
VEGN - ETF Series Solutions - US Vegan Climate ETF 19
Prince Street Capital Management LLC 19
Union Bancaire Privee, UBP SA 19
Live Oak Private Wealth LLC 19
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 19
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 19
STXM - EA Series Trust - Strive Mid-Cap ETF 19
WPWealth LLP 19
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 19
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 19
IBTE - iSHARES TRUST - iShares iBonds Dec 2024 Term Treasury ETF 19
Selway Asset Management 19
City Of London Investment Management Co Ltd 19
Aegon Asset Management Uk Plc 19
Kahn Brothers Group Inc /de/ 19
Legacy Solutions, Llc 19
Fiduciary Family Office, Llc 19
Jnl Strategic Income Fund Llc 19
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 19
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 19
Convergence Financial, LLC 19
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 19
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 19
Afam Capital, Inc. 19
Delek Group, Ltd. 19
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 19
Lincoln Capital Corp 19
Oppenheimer Limited-term Bond Fund 19
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 19
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 19
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 19
Crowley Wealth Management, Inc. 19
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 19
Fund Evaluation Group, LLC 19
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 19
Greenspring Advisors, LLC 19
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 19
FDO Partners, LLC 19
one8zero8, LLC 19
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 19
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 19
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 19
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 19
Vivaldi Opportunities Fund 19
Kepos Capital LP 19
Lam Group, Inc. 19
Menard Financial Group LLC 19
Pier 88 Investment Partners Llc 19
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 19
Cutler Investment Counsel Llc 19
Ergawealth Advisors, Inc. 19
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 19
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 19
Arjuna Capital 19
Forefront Analytics, LLC 19
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 19
Capital Impact Advisors, LLC 19
Noesis Capital Mangement Corp 19
Murchinson Ltd. 19
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 19
IBTI - iSHARES TRUST - iShares iBonds Dec 2028 Term Treasury ETF 18
Narwhal Capital Management 18
20/20 Capital Management, Inc. 18
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 18
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 18
Voya Prime Rate Trust 18
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 18
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 18
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 18
Cohen Capital Management, Inc. 18
Successful Portfolios LLC 18
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 18
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 18
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 18
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 18
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 18
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 18
First Wilshire Securities Management Inc 18
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 18
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 18
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 18
Lombard Odier & Cie (Canada), Limited Partnership 18
J2 Capital Management Inc 18
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 18
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 18
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 18
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 18
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 18
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 18
Vantage Point Financial LLC 18
Ritter Daniher Financial Advisory, Llc 18
JS Capital Management LLC 18
Hill Island Financial Llc 18
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 18
Motley Fool Asset Management LLC 18
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 18
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 18
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 18
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 18
Oppenheimer Global Multi-asset Growth Fund 18
Nippon Life Insurance Co 18
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 18
Artemis Wealth Advisors, LLC 18
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 18
Blue Edge Capital, LLC 18
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 18
Harmony Asset Management Llc 18
Siena Capital Llc 18
Emerald Advisors, LLC 18
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 18
Theory Financial Llc 18
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 18
Oppenheimer Corporate Bond Fund 18
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 18
Pring Turner Capital Group Inc 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 18
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 18
Elgethun Capital Management 18
Canada Post Corp Registered Pension Plan 18
Douglas Lane & Associates, LLC 18
New Covenant Trust Company, N.A. 18
ETF Portfolio Partners, Inc. 18
Ironbridge Funds, Inc. 18
Derby & Company, Inc 18
Alternative Strategies Fund 18
Yarger Wealth Strategies, Llc 18
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 18
GKV Capital Management Co., Inc. 18
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 18
Cyrus J. Lawrence, LLC 18
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 18
Symmetry Peak Management Llc 18
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 18
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 18
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 18
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 18
UNIVEST FINANCIAL Corp 18
Arvest Trust Co N A 18
Promus Capital, LLC 18
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 18
Am Investment Strategies Llc 18
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 18
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 18
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 18
Schwartz Investment Counsel Inc 18
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 18
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 18
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 18
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 18
Coordinated Financial Services, Inc./CO 18
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 18
Nuveen Select Maturities Municipal Fund 18
Weatherstone Capital Management 18
Advantage Trust Co 18
Concentric Wealth Management, Llc 18
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 18
RTD Financial Advisors, Inc. 18
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 18
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 18
FPNIX - FPA NEW INCOME INC - FPA New Income, Inc. 18
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 18
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 18
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 18
FC Advisory LLC 18
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 18
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 18
Lodestar Private Asset Management Llc 18
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 18
Truehand, Inc 18
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 18
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 18
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 18
Plan Group Financial, LLC 18
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 18
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 18
Andina Capital Management, LLC 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Government Bond Fund Class I 18
Leeward Investments, LLC - MA 18
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 18
1ws Credit Income Fund 18
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 18
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 18
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 18
Kettle Hill Capital Management, Llc 18
Sandbox Financial Partners, LLC 18
Cassia Capital Partners, LLC 18
Investment Management Of Virginia Llc 18
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 18
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 18
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 18
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 18
Amici Capital, LLC 18
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 18
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 18
Bbjs Financial Advisors, Llc 18
Perennial Advisors, LLC 18
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 18
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 18
Slagle Financial, LLC 18
First Business Financial Services, Inc. 18
Danda Trouve Investment Management, Inc. 18
Pictet & Cie (Europe) SA 18
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 18
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 18
Geneva Partners, LLC 18
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 18
Mizuho Securities Usa Llc 18
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 18
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 18
Summit Financial Group, Inc. 18
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 18
Atlas Legacy Advisors, LLC 18
Beryl Capital Management LLC 18
Transatlantique Private Wealth Llc 18
Armstrong, Fleming & Moore, Inc 18
General Electric Co 18
Capital Advantage, Inc. 18
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 18
Davis Selected Advisers 18
Brouwer & Janachowski, LLC 18
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 18
TOWER TRUST Co 18
CastleKnight Management LP 18
Avitas Wealth Management LLC 18
DVY - iSHARES TRUST - iShares Select Dividend ETF 18
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 18
Fountainhead AM, LLC 18
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 18
Kerrisdale Advisers, LLC 18
Smith Thornton Advisors LLC 18
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 18
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 18
Reliant Investment Management, LLC 18
Liontrust Investment Partners LLP 18
Granite FO LLC 18
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 18
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 18
Spectrum Asset Management, Inc. 18
Ewa, Llc 18
Mra Associates Usa Llc 18
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 18
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 18
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 18
First Ascent Asset Management, LLC 18
Ark & Tlk Investments, Llc 18
Delta Capital Management Llc 18
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 18
Scout Funds 18
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 18
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 18
Bell Bank 18
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 18
MADDEN SECURITIES Corp 18
Chiron Investment Management, LLC 18
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 18
LKBAX - LKCM Funds - LKCM Balanced Fund 18
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 18
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 18
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 18
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 18
Carlson Capital Management 18
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 18
Whitebox Mutual Funds 18
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 18
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 18
Gmt Capital Corp 18
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 18
McCarthy Asset Management, Inc. 18
Onefund, Llc 18
Richard C. Young & CO., LTD. 18
Thrivent Core Funds - Thrivent Core International Equity Fund 18
Cascade Investment Group, Inc. 18
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 18
Blake Schutter Theil Wealth Advisors, LLC 18
Neuberger Berman High Yield Strategies Fund Inc. 18
First Trust High Income Long/short Fund 18
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 18
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 18
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 18
Baldwin Investment Management, LLC 18
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 18
Chessman Wealth Strategies Ria 18
Kenmare Capital Partners, L.L.C. 18
Atherton Lane Advisers, Llc 18
Hopwood Financial Services, Inc. 18
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 18
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 18
Sompo Japan Nipponkoa Asset Management Co.,ltd. 18
Ovata Capital Management Ltd 18
Physicians Financial Services, Inc. 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 18
Winebrenner Capital Management Llc 18
B & T Capital Management DBA Alpha Capital Management 18
Newgate Capital Management Llc 18
Mkd Wealth Coaches, Llc 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 18
Davy Global Fund Management Ltd 18
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 18
44 Wealth Management Llc 18
Omega Financial Group, LLC 18
Florida Financial Advisors, Llc 18
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 18
Btr Capital Management Inc 18
Wright Managed Equity Trust 18
Burkett Financial Services, Llc 18
Nuveen Flexible Investment Income Fund 18
Duff & Phelps Investment Management Co 18
RB Capital Management, LLC 18
Fosun International Ltd 18
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 18
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 18
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 18
Tilden Park Management I LLC 18
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 18
Claris Financial LLC 18
Dentgroup LLC 18
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 18
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 18
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 18
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 18
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 18
Espalier Global Management LLC 18
Marco Investment Management Llc 18
Meridian Management Co 18
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 18
Crux Wealth Advisors 18
Richardson Capital Management LLC 18
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 18
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 18
Jacobson & Schmitt Advisors, Llc 18
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 18
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 18
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 18
Seros Financial, LLC 18
Lvm Capital Management Ltd/mi 18
URFRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2040 Fund 18
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 18
LaSalle Street Capital Management, LLC 18
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF 18
Mitchell Mcleod Pugh & Williams Inc 18
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 18
Round Rock Advisors, LLC 18
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 18
URTRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2030 Fund 18
MMPEX - MAINSTAY FUNDS TRUST - MainStay ESG Multi-Asset Allocation Fund SIMPLE Class 17
OHIO NATIONAL FUND INC - ON International Equity Portfolio 17
Matrix Asset Advisors Inc/ny 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 17
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 17
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 17
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 17
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 17
Liberty One Investment Management, Llc 17
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares 17
Westshore Wealth, LLC 17
Northstar Investment Advisors Llc 17
Flagship Wealth Advisors, Llc 17
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 17
Holderness Investments Co 17
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 17
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 17
Meriwether Wealth & Planning, LLC 17
Geller Advisors LLC 17
WealthTrust Asset Management, LLC 17
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 17
Newport Capital Group, LLC 17
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 17
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 17
Eaton Vance Short Duration Diversified Income Fund 17
Iridian Asset Management Llc/ct 17
John Hancock Tax-advantaged Global Shareholder Yield Fund 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 17
Pecaut & Co. 17
Knott David M Jr 17
Corsicana & Co. 17
Ransom Advisory, Ltd 17
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 17
Sollinda Capital Management LLC 17
Noven Financial Group, Inc. 17
BUFG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Growth ETF 17
Boltwood Capital Management 17
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 17
BOS Asset Management, LLC 17
Virtus Insight Trust 17
Del-Sette Capital Management, LLC 17
Kaydan Wealth Management, Inc. 17
CORDA Investment Management, LLC. 17
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 17
Schroder Capital Funds (delaware) 17
Perfromance Wealth Partners, LLC 17
Rockport Wealth LLC 17
Counsel Portfolio Services Inc. 17
Dover Advisors, Llc 17
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 17
MBA Advisors LLC 17
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 17
Employers Holdings, Inc. 17
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 17
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 17
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 17
Jnl Series Trust - Jnl/s&p 4 Fund (a) 17
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 17
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 17
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 17
Nuveen S&p 500 Buywrite Income Fund 17
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 17
Oppenheimer & Close, LLC 17
Capital Advisors Wealth Management, LLC 17
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 17
Wiser Advisor Group LLC 17
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 17
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 17
Autonomy Capital (Jersey) L.P. 17
Efficient Market Advisors, LLC 17
Voya International High Dividend Equity Income Fund 17
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 17
Accredited Investors Inc. 17
Breakwater Investment Management 17
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 17
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 17
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 17
Tiemann Investment Advisors, Llc 17
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 17
Sterling Ridge Capital Management LP 17
Westbourne Investment Advisors, Inc. 17
Source Financial Advisors LLC 17
Susquehanna International Group Ltd. 17
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 17
Kiely Wealth Advisory Group, Inc. 17
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 17
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 17
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 17
Planning Solutions Group Llc 17
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 17
BCR Wealth Strategies, LLC 17
Buckingham Capital Management, Inc. 17
Farmers & Merchants Trust Co of Long Beach 17
Investment Advisory Group, LLC 17
Braver Wealth Management, LLC 17
Connacht Asset Management LP 17
Autus Asset Management, LLC 17
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 17
Claymore Exchange-traded Fund Trust 2 17
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 17
Community Capital Management, Inc. 17
Dougherty Wealth Advisers LLC 17
Wells Financial Advisors INC 17
Foresight Wealth Management, LLC 17
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 17
TrimTabs Asset Management, LLC 17
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 17
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 17
Centre Asset Management, LLC 17
Tactive Advisors, LLC 17
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 17
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 17
BTG Pactual Asset Management US LLC 17
ACT Advisors, LLC. 17
Waycross Partners, Llc 17
Woodstock Corp 17
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 17
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 17
Plimoth Trust Co Llc 17
Oceanside Advisors LLC 17
Peachtree Investment Advisors, Inc. 17
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 17
Xcel Wealth Management, LLC 17
Lester Murray Antman dba SimplyRich 17
Mizuho Markets Americas Llc 17
True Vision MN LLC 17
Henry James International Management Inc. 17
Lecap Asset Management Ltd 17
Fruth Investment Management 17
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 17
NOLCX - Northern Funds - Northern Large Cap Core Fund 17
Stokes & Hubbell Capital Management, LLC 17
NOINX - Northern Funds - Northern International Equity Index Fund 17
G2 Capital Management, Llc / Oh 17
Carrera Capital Advisors 17
Destra International & Event-driven Credit Fund 17
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 17
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 17
Adirondack Retirement Specialists, Inc. 17
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 17
Torch Wealth Management LLC 17
HITE Hedge Asset Management LLC 17
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 17
Perpetual Investment Management Ltd 17
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 17
DHNAX - DIAMOND HILL FUNDS - Diamond Hill Core Plus Bond Fund Investor 17
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 17
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 17
Nicola Wealth Management Ltd. 17
Roffman Miller Associates Inc /pa/ 17
URFFX - USAA MUTUAL FUNDS TRUST - Target Retirement 2050 Fund 17
URINX - USAA MUTUAL FUNDS TRUST - Target Retirement Income Fund 17
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 17
Oxinas Partners Wealth Management LLC 17
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 17
WoodTrust Financial Corp 17
Papp L Roy & Associates 17
McNaughton Wealth Management, LLC 17
JCIC Asset Management Inc. 17
Fmb Wealth Management 17
Rice Partnership, LLC 17
Johanson Financial Advisors, Inc. 17
STIP - iSHARES TRUST - iShares 0-5 Year TIPS Bond ETF 17
Wheatland Advisors Inc 17
Cherry Creek Investment Advisors, Inc. 17
Warberg Asset Management LLC 17
Investment Management Corp /va/ /adv 17
Asset Allocation & Management Company, LLC 17
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 17
Allen Investment Management LLC 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
Varma Mutual Pension Insurance Co 17
Concord Asset Management, LLC/VA 17
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 17
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 17
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 17
Leading Edge Financial Planning LLC 17
Jd Capital Management Llc 17
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 17
Cooperatieve Rabobank U.A. 17
Founders Capital Management, Llc 17
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 17
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 17
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 17
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 17
Cascades Capital Asset Management, LLC 17
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 17
IBTD - iSHARES TRUST - iShares iBonds Dec 2023 Term Treasury ETF 17
IBTG - iSHARES TRUST - iShares iBonds Dec 2026 Term Treasury ETF 17
Sentry Investments Corp. 17
Bay Pond Partners, L.P. 17
All Terrain Financial Advisors, LLC 17
Financial Consulate, Inc 17
Three Corner Global Investors LP 17
Cora Capital Advisors Llc 17
Private Wealth Advisors, Inc. 17
Mufg Securities Americas Inc. 17
Russell Clark Investment Management Ltd 17
RiverGlades Family Offices LLC 17
Cornerstone Financial Partners, LLC 17
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 17
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 17
Sanders Capital, LLC 17
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 17
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 17
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 17
Bank Of Stockton 17
Private Wealth Partners, LLC 17
Poehling Capital Management, LLC 17
Sovarnum Capital L.p. 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 17
Martin & Co Inc /tn/ 17
Hyman Charles D 17
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 17
Cornerstone Strategic Value Fund Inc 17
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 17
Lifestyle Asset Management, Inc. 17
Axim Planning & Wealth 17
Context Capital Funds 17
Kanawha Capital Management Llc 17
Caz Investments Lp 17
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 17
Minot Wealth Management LLC 17
Dividend & Income Fund 17
Underlying Funds Trust 17
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 17
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 17
AM Squared Ltd 17
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 17
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 17
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 17
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 17
Curtis Advisory Group, LLC 17
Harvest Capital Management Inc 17
VELA Funds - VELA Income Opportunities Fund Class A 17
Broadview Funds Trust 17
Sunflower Bank, N.A. 17
M3 Partners Lp 17
Crawford Fund Management, LLC 17
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 17
ESL Trust Services, LLC 17
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 17
Pineno Levin & Ford Asset Management, Inc. 17
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 17
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 17
Sebold Capital Management, Inc. 17
Financial Partners Capital Management Llc 17
Columbia Trust Co 01012016 17
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 17
Eq Wealth Advisors, Llc 17
Grand Wealth Management, Llc 17
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 17
Pacific Alternative Asset Management Company, Llc 17
Nvest Financial, LLC 17
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 17
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 17
Palisades Hudson Asset Management, L.P. 17
W Advisors, Llc 17
Pier Capital, LLC 17
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 17
Gruss & Co., LLC 17
Taconic Capital Advisors LP 17
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 17
Franklin Mutual Advisers Llc 17
Columbus Hill Capital Management, L.P. 17
YieldStreet Prism Fund Inc. 17
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 17
PPM Funds - PPM High Yield Core Fund (Inst) 17
Bnp Paribas 17
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 17
Waters Parkerson & Co., Llc 17
Accordant Advisory Group Inc 17
Cypress Asset Management Inc/tx 17
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 17
RMBFX - RMB INVESTORS TRUST - RMB Mendon Financial Long/Short Fund Class A 17
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 17
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 17
Western Asset Municipal Defined Opportunity Trust Inc. 17
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 17
EHP Funds Inc. 17
Alaska Permanent Capital Management 17
Alpine Global Dynamic Dividend Fund 17
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 17
Alpine Total Dynamic Dividend Fund 17
Apex Capital Management 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 17
VCIEX - VALIC Co I - International Equities Index Fund 17
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 17
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 17
GDS Wealth Management 17
New Generation Advisors, Llc 17
Michael S. Ryan, Inc. 17
Empire Life Investments Inc. 17
Triton Wealth Management, PLLC 17
Quantum Private Wealth, LLC 17
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 17
PGVFX - FORUM FUNDS - Polaris Global Value Fund 17
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 17
Carmignac Gestion 17
Hendershot Investments Inc. 17
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 17
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 17
Eudaimonia Advisors Llc 16
Trilogy Global Advisors Lp 16
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 16
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 16
Prasad Wealth Partners, LLC 16
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 16
Equitec Specialists, Llc 16
Coastwise Capital Group, LLC 16
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 16
Advisor Consultant Network Inc 16
CWC Advisors, LLC. 16
Deuterium Capital Management, LLC 16
Parnassus Investments /ca 16
Concentric Capital Strategies, LP 16
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 16
DSIGX - BNY MELLON ULTRA SHORT INCOME FUND - BNY Mellon Ultra Short Income Fund Class Z 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 16
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 16
Capital Investment Counsel, LLC 16
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 16
Kleinwort Benson Investors Dublin Ltd 16
Merkkuri Wealth Advisors LLC 16
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 16
DecisionMap Wealth Management, LLC 16
PENN SERIES FUNDS INC - Mid Core Value Fund 16
Three Peaks Capital Management, LLC 16
H. L. Ormond & Company, LLC 16
Compass Efficient Model Portfolios, LLC 16
Granite Investment Advisors, LLC 16
Chesapeake Wealth Management 16
Parameter Capital Management LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 16
Wafra Inc. 16
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 16
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 16
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 16
PENN SERIES FUNDS INC - Quality Bond Fund 16
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 16
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A 16
Blackrock Enhanced Equity Dividend Trust 16
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 16
BIGTX - Monteagle Funds - The Texas Fund Class I 16
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 16
USSH - WisdomTree Trust - WisdomTree 1-3 Year Laddered Treasury Fund 16
Cypress Financial Planning Llc 16
Groupe la Francaise 16
Basso Capital Management, L.p. 16
Vanguard Specialized Funds 16
Altrius Capital Management Inc 16
STXT - EA Series Trust - Strive Total Return Bond ETF 16
Brown Miller Wealth Management, LLC 16
Genus Capital Management Inc. 16
Western Asset Municipal High Income Fund Inc. 16
AVVYX - AMERICAN CENTURY VARIABLE PORTFOLIOS INC - VP Avantis Global Equity Allocation Fund Y Class 16
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 16
Catapult Capital Management Llc 16
Fbl Investment Management Services Inc/ia 16
Hara Capital LLC 16
Barry Investment Advisors, LLC 16
Sather Financial Group Inc 16
CMH Wealth Management LLC 16
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 16
Indices-Pac Research Corp. 16
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 16
Laraway Financial Inc 16
Lane & Associates LLC 16
Horizon Family Wealth, Inc. 16
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 16
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 16
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 16
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 16
Cooke & Bieler Lp 16
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 16
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 16
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 16
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 16
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 16
Cue Financial Group, Inc. 16
Q3 Asset Management 16
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 16
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 16
Hayek Kallen Investment Management 16
Orleans Capital Management Corp/la 16
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 16
NSI Retail Advisors, LLC 16
Cumberland Advisors Inc 16
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 16
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 16
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 16
Randolph Co Inc 16
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 16
Balanced Rock Investment Advisor 16
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 16
Southern Capital Advisors, Llc 16
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 16
Court Place Advisors, LLC 16
Annandale Capital, LLC 16
Miller Value Partners, Llc 16
Kure Advisory, LLC 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 16
Pear Tree Advisors Inc 16
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 16
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 16
Northeast Investment Management 16
Oak Asset Management, LLC 16
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 16
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 16
Christopher J. Hasenberg, Inc 16
Schooner Investment Group, LLC. 16
Argyle Capital Partners, LLC 16
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 16
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 16
Access Investment Management LLC 16
Stonehage Fleming (uk) Ltd 16
Bank of Kentucky, Inc. 16
Gruss Capital Management LP 16
Bond & Devick Financial Network, Inc. 16
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 16
Bridge Creek Capital Management LLC 16
Vance Wealth, Inc. 16
Cornerstone Advisors Asset Management, Inc 16
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 16
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 16
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 16
Fedenia Advisers LLC 16
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 16
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 16
X-Square Capital, LLC 16
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 16
LOMMX - CGM TRUST - CGM Mutual Fund 16
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 16
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 16
Prosperitas Financial LLC 16
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 16
360 Financial, Inc. 16
Markston International Llc 16
American Trust Investment Advisors, LLC 16
Partners Wealth Management, Llc 16
VSSVX - VALIC Co I - Small Cap Special Values Fund 16
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 16
NOIGX - Northern Funds - Northern International Equity Fund 16
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 16
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 16
Adroit Compliance, LLC 16
Parvin Asset Management, LLC 16
Hosking Partners LLP 16
Davidson Kempner Capital Management Lp 16
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 16
Martin Currie Ltd 16
Haverford Financial Services, Inc. 16
Indie Asset Partners, LLC 16
Eaton Financial Holdings Company, LLC 16
Ade, Llc 16
National Penn Investors Trust Co /pa 16
New Perspective Fund 16
Clune & Associates, Ltd. 16
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 16
Bridgewealth Advisory Group, LLC 16
Great Point Wealth Advisors, LLC 16
Avenue Income Credit Strategies Fund 16
RWC Asset Management LLP 16
Growth Fund Of America 16
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 16
JBJ Investment Partners, LLC 16
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 16
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 16
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 16
Caldwell & Orkin Inc 16
Consultiva Wealth Management, Corp. 16
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 16
Union Savings Bank 16
FLTN - Collaborative Investment Series Trust - Rareview Inflation/Deflation ETF 16
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 16
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 16
Three Seasons Wealth, LLC 16
Falcon Point Capital, Llc 16
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 16
AQINX - AQR Funds - AQR International Equity Fund Class N 16
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 16
Viking Fund Management Llc 16
Ag2r La Mondiale Gestion D'actifs 16
Frederick Financial Consultants, LLC 16
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 16
Financial Advisory Corp 16
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 16
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 16
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 16
Riverpoint Wealth Management Holdings, LLC 16
Sonora Investment Management Group, LLC 16
Investor's Fiduciary Advisor Network, LLC 16
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 16
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 16
Capital City Trust Co/fl 16
Global View Capital Management LLC 16
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 16
Rogco, Lp 16
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 16
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 16
First Opportunity Fund Inc 16
Oppenheimer Main Street Small Cap Fund 16
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 16
Federated Premier Municipal Income Fund 16
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 16
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 16
Qvr Llc 16
Sanford Advisory Services, LLC 16
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 16
Lombard Odier Transatlantic, Limited Partnership 16
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 16
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 16
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 16
Spectrum Financial Alliance Ltd LLC 16
Granahan Investment Management Inc/ma 16
Passport Capital, LLC 16
Defined Wealth Management, Llc 16
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 16
Cedar Capital, Llc 16
HSBC FUNDS - HSBC High Yield Fund Class A 16
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 16
Continental Investors Services, Inc. 16
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 16
Saiers Capital, LLC 16
CIC Wealth, LLC 16
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 16
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 16
Cai Capital Management, Inc. 16
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 16
Bridgecreek Investment Management, LLC 16
Strategic Advocates LLC 16
Towerpoint Wealth, LLC 16
Tatro Capital, LLC 16
Newport Wealth Strategies, Inc. 16
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 16
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 16
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 16
Bank of Marin 16
Brooks, Moore & Associates, Inc. 16
Epstein & White Financial LLC 16
3Chopt Investment Partners, LLC 16
Tax-managed Global Small-cap Portfolio 16
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 16
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 16
Financial Avengers, Inc. 16
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 16
Platte River Wealth Advisors, LLC 16
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 16
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 16
Cardinal Point Wealth Management Partners, LLC 16
VMCVX - VALIC Co II - Mid Cap Value Fund 16
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 16
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 16
Pwmco Llc 16
Ellenbecker Investment Group 16
Atlanta Consulting Group Advisors, LLC 16
Morgan Stanley Emerging Markets Debt Fund Inc 16
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 16
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 16
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 16
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 16
Shulman DeMeo Asset Management LLC 16
Abacus Wealth Partners, LLC 16
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 16
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 16
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 16
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 16
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 16
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 16
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 16
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 16
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 16
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 16
Bluesphere Advisors, LLC 16
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 16
Family Capital Trust Co 16
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 16
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 16
Lynch & Associates/in 16
Valued Retirements, Inc. 16
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 16
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 16
Kendall Capital Management 16
FSM Wealth Advisors, LLC 16
Ashmore Group plc 16
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 16
Malaga Cove Capital, LLC 16
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 16
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 16
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 16
Kera Capital Partners, Inc. 16
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 16
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 16
Karn, Couzens & Associates, Inc. 16
Minot DeBlois Advisors LLC 16
Lincluden Management Ltd 16
Bowman & Co S.C. 16
Douglas C. Lane & Associates, Inc. 16
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 16
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 16
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 16
Clear Street Llc 16
Vontobel Asset Management Inc 16
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 16
First National Advisers, LLC 16
Deutsche Money Market Trust 16
Swarthmore Group Inc 16
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 16
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 16
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 16
Fidelity D & D Bancorp Inc 16
BT Wealth Management LLC 16
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 16
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 16
PACIFIC FUNDS SERIES TRUST - PF Inflation Managed Fund CLASS P 16
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 16
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 16
Meyer Handelman Co 16
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 16
Uniplan Investment Counsel, Inc. 16
Cottage Street Advisors LLC 16
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 16
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 16
WIREX - PFS FUNDS - Wireless Fund 16
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 16
Maryland Capital Advisors Inc. 16
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 16
Senator Investment Group LP 16
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 16
Helium Advisors LLC 16
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 16
Lighthouse Financial Advisors, Inc. 16
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 16
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 16
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 16
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 16
Benedetti & Gucer, Inc. 16
FEDERATED CORE TRUST - High Yield Bond Portfolio 16
Marvin & Palmer Associates Inc 16
Mitsubishi UFJ Asset Management (UK) Ltd. 16
Castle Creek Capital Partners Iv, Lp 16
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 15
Portfolio Design Labs, LLC 15
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 15
Nuveen Quality Preferred Income Fund 15
Avondale Wealth Management 15
Centerpoint Advisory Group 15
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 15
Equita Financial Network, Inc. 15
True Capital Management 15
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 15
Hershey Financial Advisers, LLC 15
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 15
Fpc Investment Advisory, Inc. 15
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 15
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 15
PACIFIC SELECT FUND - Comstock Portfolio Class I 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 15
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 15
Laird Norton Trust Company, Llc 15
Scott & Selber, Inc. 15
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 15
Twin Lakes Capital Management, LLC 15
Channel Wealth Llc 15
S&co Inc 15
New World Fund Inc 15
Folger Nolan Fleming Douglas Capital Management, Inc 15
MSNCX - MFS MUNICIPAL SERIES TRUST - MFS North Carolina Municipal Bond Fund A 15
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 15
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 15
Montrusco Bolton Investments Inc. 15
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 15
Columbia River Financial Group, LLC 15
Marshwinds Advisory Co 15
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 15
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 15
Ml & R Wealth Management Llc 15
Curran Financial Partners, LLC 15
American Planning Services, Inc. 15
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 15
American Independence Financial Services LLC 15
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 15
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 15
Lara, May & Associates, Llc 15
WUSAX - WANGER ADVISORS TRUST - Wanger USA 15
ORBA Wealth Advisors, L.L.C. 15
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 15
AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF 15
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 15
Snider Financial Group 15
Wealth Watch Advisors, INC 15
LGT Fund Management Co Ltd. 15
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 15
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 15
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 15
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 15
Shaker Investments Llc/oh 15
Bryce Point Capital, LLC 15
Capricorn Fund Managers Ltd 15
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 15
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A 15
Gratus Wealth Advisors, LLC 15
First Pacific Advisors, LP 15
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 15
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 15
Sagil Capital Llp 15
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 15
Veridan Wealth LLC 15
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 15
MAS Advisors LLC 15
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 15
Mazama Capital Management Inc 15
Outfitter Advisors, Ltd. 15
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 15
Unique Wealth, Llc 15
Stiles Financial Services Inc 15
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 15
Blackston Financial Advisory Group, LLC 15
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 15
South Shore Capital Advisors 15
Hovde Capital Advisors Llc 15
Golden Green, Inc. 15
Benedict Financial Advisors Inc 15
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 15
Institutional Investment Strategy Fund 15
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 15
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 15
Schwarz Dygos Wheeler Investment Advisors Llc 15
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 15
ParenteBeard Wealth Management, LLC 15
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 15
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 15
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 15
Dohj, Llc 15
Sadoff Investment Management Llc 15
Nuance Investments, Llc 15
Otter Creek Advisors, LLC 15
Aull & Monroe Investment Management Corp 15
Permanens Capital L.P. 15
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 15
Community Bank & Trust, Waco, Texas 15
Carderock Capital Management Inc 15
Aquire Wealth Advisors, LLC 15
Banta Asset Management Lp 15
25 Llc 15
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 15
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 15
MFARX - MFS MUNICIPAL SERIES TRUST - MFS Arkansas Municipal Bond Fund A 15
Delaware Investments National Municipal Income Fund 15
Generali Investments CEE, investicni spolecnost, a.s. 15
Harbor Group, Inc. 15
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 15
Select Asset Management & Trust 15
Huntleigh Advisors, Inc. 15
Flippin Bruce & Porter Inc 15
WHV Investments, Inc. 15
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 15
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 15
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 15
O'ROURKE & COMPANY, Inc 15
Icc Capital Management Inc/ 15
First National Bank of Mount Dora, Trust Investment Services 15
Arrowroot Family Office, LLC 15
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 15
National Rural Electric Cooperative Association 15
PROFUNDS - ProFund Access VP High Yield 15
Itau USA Asset Management Inc. 15
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 15
Terril Brothers, Inc. 15
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 15
RFG - Bristol Wealth Advisors, LLC 15
Camden National Bank 15
Aspen Wealth Strategies, LLC 15
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 15
Ceros Financial Services Inc. 15
Alliance Wealth Management Group 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
Isi Strategy Fund Inc 15
Ccg Wealth Management, Llc 15
Rock Point Advisors, LLC 15
Willner & Heller, Llc 15
Corsair Capital Management, L.p. 15
Abner Herrman & Brock Llc 15
Oregon Pacific Wealth Management, LLC 15
KRMA - Global X Funds - Global X Conscious Companies ETF 15
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 15
Palisades Investment Partners, LLC 15
Confluence Wealth Management LLC 15
Elkhorn Investments, LLC 15
A. D. Beadell Investment Counsel, Inc. 15
Sig Brokerage, Lp 15
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 15
Ledgewood Wealth Advisors, LLC 15
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 15
Keb Asset Management, Llc 15
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 15
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional 15
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 15
Proquility Private Wealth Partners, LLC 15
Guggenheim Taxable Municipal Managed Duration Trust 15
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 15
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 15
Hanover Advisors Inc 15
Coulter & Justus Financial Services, LLC 15
Lodestone Wealth Management LLC 15
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 15
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 15
Seven Mile Advisory 15
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 15
Parr Mcknight Wealth Management Group, Llc 15
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 15
Strategic Equity Management 15
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 15
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 15
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 15
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 15
Planning Directions Inc 15
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 15
Baillie Gifford & Co 15
GenWealth Group, Inc. 15
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 15
Emory University 15
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 15
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 15
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 15
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 15
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 15
Global Opportunities Portfolio - Global Opportunities Portfolio 15
Exos TFP Holdings LLC 15
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 15
Matauro, Llc 15
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 15
LST - Managed Portfolio Series - Leuthold Select Industries ETF 15
Port Capital LLC 15
Providence First Trust Co 15
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 15
Spartan Planning & Wealth Management 15
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 15
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 15
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 15
Teewinot Capital Advisers, L.L.C. 15
Ctc Llc 15
Clark Estates Inc/ny 15
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 15
Davis Asset Management, L.P. 15
Algebris (uk) Ltd 15
Colrain Capital Llc 15
Logan Stone Capital, LLC 15
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 15
Hardin Capital Partners, LLC 15
Pacific Global Investment Management Co 15
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 15
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 15
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 15
Impact Capital Partners LLC 15
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 15
Axiom Advisory, LLC 15
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 15
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 15
BlueStem Wealth Partners, LLC 15
Chelsea Counsel Co 15
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 15
Elm Advisors, Llc 15
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 15
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 15
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 15
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 15
17 Capital Partners, Llc 15
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 15
Coordinated Financial Services, Inc. 15
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 15
Northeast Planning Associates, Inc. / Nh / 15
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 15
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 15
American Financial & Tax Strategies Inc 15
Hill Investment Group Partners, LLC 15
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 15
Strategies Wealth Advisors, LLC 15
Traverso Chambers Private Wealth Management, LLC 15
GMICX - GMO TRUST - GMO International Equity Fund Class II 15
BATEX - Blackrock Allocation Target Shares - Bats Series E 15
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 15
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 15
PFW Advisors LLC 15
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 15
Simmons First Trust Co Na 15
Svenska Handelsbanken AB (publ) 15
WESCAP Management Group, Inc. 15
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 15
Kabarec Financial Advisors, Ltd. 15
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 15
Greenwood Gearhart Inc 15
Allen Mooney & Barnes Investment Advisors LLC 15
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 15
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 15
Joule Financial, LLC 15
Fore Research & Management, LP 15
Bedrijfstakpensioenfonds Voor De Media Pno 15
ARS Investment Partners, LLC 15
Dreyfus Cash Management 15
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 15
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 15
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 15
Tower Square Investment Management, Llc 15
Owl Creek Asset Management, L.P. 15
IFG Advisors, LLC 15
Reynders McVeigh Capital Management, LLC 15
Frontier Asset Management, LLC 15
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 15
Axiom Financial Strategies, LLC 15
XTEN - BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 15
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 15
Axis Wealth Partners, LLC 15
PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class 15
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 15
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 15
Fortress Investment Group LLC 15
Providence Wealth Advisors, LLC 15
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 15
Essex LLC 15
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 15
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 15
Rowland & Co Investment Counsel/adv 15
Shelton Wealth Management, Llc 15
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 15
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 15
Cedar Hill Associates, Llc 15
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 15
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 15
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 15
Aspire Capital Advisors LLC 15
Integrity Wealth Solutions LLC 15
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 15
Advanced Series Trust - Ast International Value Portfolio 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 15
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 15
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 15
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 15
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 15
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 15
Cornerstone Total Return Fund Inc 15
Endex Capital Management Llc 15
UBP Investment Advisors SA 15
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 15
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 15
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 15
OMNI 360 Wealth, Inc. 15
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 15
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 15
Securian Funds Trust - SFT T. Rowe Price Value Fund 15
Spouting Rock Asset Management, LLC 15
Hamilton Point Investment Advisors, LLC 15
Robinson Value Management, Ltd. 15
Midwest Financial Group LLC 15
Overbrook Management Corp 15
Stamos Capital Partners, L.p. 15
Embree Financial Group 15
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 15
Sky Investment Group LLC 15
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 15
Guidance Capital, Inc 15
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 15
Pioneer Diversified High Income Trust 15
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 15
Haafor (Singapore) Pte. Ltd. 15
IVC Wealth Advisors LLC 15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 15
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 15
Chemistry Wealth Management LLC 15
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 15
Ally Financial Inc. 15
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 15
Qualcomm Inc/de 15
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 15
Cornerstone Advisors, LLC 15
FF Advisors,LLC 15
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 15
Viking Global Investors Lp 15
Bigelow Investment Advisors, LLC 15
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 15
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 15
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 15
Townsend & Associates, Inc 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I 15
BHK Investment Advisors, LLC 15
JPL Wealth Management, LLC 15
Argonautica Private Wealth Management, Inc 15
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 15
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 15
Pillar Wealth Advisors, LLC 15
Meadow Creek Wealth Advisors Llc 15
Aurora Investment Counsel 15
Red Cedar Investment Management, Llc 15
PIMCO FUNDS - PIMCO Real Return Portfolio 15
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 15
PTRIX - PIMCO FUNDS - PIMCO Mortgage-Backed Securities Fund Institutional 15
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 15
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 15
Liberty Square Wealth Partners Llc 15
Stone Point Wealth LLC 15
Morgan Stanley Income Securities Inc 15
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 15
Birch Hill Investment Advisors LLC 15
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 15
Quest Investment Management Llc 15
Mezzasalma Advisors, LLC 15
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 15
Managed Account Services Inc 15
Silver Capital Management Llc 15
MKP Capital Management, L.L.C. 15
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 15
Barnes Pettey Financial Advisors, Llc 15
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 15
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 15
Nadler Financial Group, Inc. 14
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 14
Graham Capital Wealth Management, Llc 14
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 14
EQACX - Investment Managers Series Trust II - AXS Aspect Core Diversified Strategy Fund Class C Shares 14
Passive Capital Management, LLC. 14
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 14
Factorial Partners, Llc 14
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 14
Culbertson A N & Co Inc 14
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 14
Private Wealth Group, LLC 14
Lutz Financial Services LLC 14
MFSCX - MFS MUNICIPAL SERIES TRUST - MFS South Carolina Municipal Bond Fund A 14
Vista Capital Partners, Inc. 14
Continuum Wealth Advisors, Llc 14
Peak Financial Advisors Llc 14
TFLO - iSHARES TRUST - iShares Treasury Floating Rate Bond ETF 14
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 14
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 14
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 14
Next Century Growth Investors Llc 14
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 14
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 14
Jacobs Sy 14
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 14
Scott Marsh Financial, LLC 14
Eagle Capital Management, LLC 14
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 14
Hollow Brook Wealth Management LLC 14
Valley Forge Investment Consultants Inc Adv 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 14
Eventide Asset Management, Llc 14
Navigoe, LLC 14
Dixon Mitchell Investment Counsel Inc. 14
Westbourne Investments, Inc. 14
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 14
Linden Advisors Lp 14
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 14
Cove Street Capital, LLC 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
LifePlan Financial, LLC 14
Fintrust Investment Advisory Services, Llc 14
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 14
Harrington Investments, INC 14
Landsberg, Bennett, & Dubbaneh LLC 14
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 14
Richwood Investment Advisors, LLC 14
Weather Gauge Advisory, LLC 14
Financial Life Advisors 14
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 14
LongView Wealth Management 14
Inlet Private Wealth, LLC 14
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 14
Nkcfo Llc 14
Correct Capital Wealth Management 14
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A 14
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 14
Provida Pension Fund Administrator 14
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 14
TMD Wealth Management, LLC 14
RELIANCE TRUST Co 14
Tanager Wealth Management LLP 14
Alphadyne Asset Management, LLC 14
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 14
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 14
VNBTrust, National Association 14
Merrion Investment Management Co, LLC 14
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 14
FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund 14
Unified Investment Management 14
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 14
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 14
Fore Capital, LLC 14
Axonic Funds - Axonic Strategic Income Fund Class A Shares 14
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 14
Element Pointe Advisors, Llc 14
Capital Markets Trading UK LLP 14
Alteri Wealth LLC 14
Cowen Investment Management LLC 14
HoyleCohen, LLC 14
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 14
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 14
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 14
One River Asset Management, LLC 14
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 14
Scholtz & Company, Llc 14
EisnerAmper Wealth Management Corporate Benefits, LLC 14
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 14
FirstPurpose Wealth LLC 14
LOM Asset Management Ltd 14
Palo Capital, Inc. 14
Hall Capital Management Co Inc 14
Bach Investment Advisors Ltd 14
Orgel Wealth Management, LLC 14
Allegiant Private Advisors, LLC 14
Sarofim Fayez 14
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 14
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 14
Van Den Berg Management I, Inc 14
Oak Family Advisors, Llc 14
OGGYX - JPMORGAN TRUST II - JPMorgan Government Bond Fund Class R6 14
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 14
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 14
Harvey Capital Management Inc 14
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 14
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 14
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 14
Hamilton Wealth, LLC 14
USFR - WisdomTree Trust - WisdomTree Floating Rate Treasury Fund N/A 14
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 14
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 14
Accredited Investor Services, Llc 14
Spurstone Advisory Services, LLC 14
Legacy Trust 14
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 14
Martin Capital Partners, LLC 14
Auxano Advisors, LLC 14
First Citizens Financial Corp 14
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 14
James Hambro & Partners 14
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 14
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 14
STXG - EA Series Trust - Strive 1000 Growth ETF 14
US Asset Management LLC 14
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 14
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 14
Congress Park Capital LLC 14
Vantage Investment Partners, LLC 14
Railway Pension Investments Ltd 14
Fielder Capital Group LLC 14
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 14
Fulcrum Asset Management LLP 14
Curated Wealth Partners LLC 14
Sentinel Group Funds Inc 14
Rainey & Randall Investment Management Inc. 14
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 14
Treynor Bancshares, Inc. 14
Islet Management, LP 14
Nippon Life Global Investors Americas, Inc. 14
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 14
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 14
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 14
Total Wealth Planning, Llc 14
Kaye Capital Management 14
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 14
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 14
PSMB - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Balanced Multi-Asset Allocation ETF 14
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 14
Omega Advisors Inc. 14
Beacon Trust Co 14
AEGON USA Investment Management, LLC 14
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 14
HFG Wealth Management, LLC 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
GSMFX - GMO TRUST - GMO SGM Major Markets Fund Class III 14
Atlanta Capital Management Co L L C 14
Pacific Asset Management, LLC 14
Engine No. 1 Llc 14
Castellan Group, LLC 14
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 14
Rand Wealth, Llc 14
PSMM - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Moderately Conservative Multi-Asset Allocation ETF 14
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Strategy Portfolio Class 3 14
Narus Financial Partners, LLC 14
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 14
Fortaleza Asset Management Inc/ 14
Black Diamond Financial, LLC 14
Outfitter Financial LLC 14
Artal Group S.A. 14
Copley Financial Group, Inc. 14
Valley National Bancorp 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Allocation Portfolio Class 3 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 14
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 14
TCP Asset Management, LLC 14
Dreyfus Manager Funds I 14
Lomas Capital Management, LLC 14
Cardinal Strategic Wealth Guidance 14
Select Equity Group, L.P. 14
Ar Asset Management Inc 14
Bickling Financial Services, Inc. 14
Henderson Global Funds 14
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 14
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 14
Canoe Financial LP 14
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 14
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 14
Tran Capital Management, L.p. 14
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 14
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 14
Ridgeline Wealth, LLC 14
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 14
Roberts Glore & Co Inc /il/ 14
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 14
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 14
Mastrapasqua Asset Management Inc 14
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 14
BluePath Capital Management, LLC 14
Westmount Partners, LLC 14
Forty4 Asset Management LLC 14
Etesian Wealth Advisors, Inc. 14
Board of the Pension Protection Fund 14
Ruane, Cunniff & Goldfarb Inc 14
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 14
Kdi Capital Partners Llc 14
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 14
Etfidea, Llc 14
TT International Asset Management LTD 14
Master Portfolio Trust 14
Front Barnett Associates Llc 14
Amplify ETF Trust - Amplify AI Powered Equity ETF 14
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 14
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 14
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 14
Brady Martz Wealth Solutions, LLC 14
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 14
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 14
John Hancock GA Mortgage Trust 14
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 14
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 14
DSC Advisors, L.P. 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 14
iAB Financial Bank 14
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 14
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 14
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 14
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 14
VELA Investment Management, LLC 14
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 14
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 14
Constellation Wealth Advisors, LLC 14
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 14
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 14
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 14
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 14
Chapin Davis, Inc. 14
Steward Partners Investment Solutions, Llc 14
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 14
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 14
Shorepoint Capital Partners LLC 14
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 14
Jupiter Wealth Management LLC 14
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 14
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 14
Acap Strategic Fund 14
Boyer & Corporon Wealth Management, LLC 14
Militia Capital Partners, LP 14
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 14
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 14
First Trust Investment Solutions L.P. 14
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 14
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 14
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 14
Acas, Llc 14
Fir Tree Capital Management Lp 14
TUG - Listed Funds Trust - STF Tactical Growth ETF 14
Atalanta Sosnoff Capital, Llc 14
Lafayette Investments, Inc. 14
Corbyn Investment Management Inc/md 14
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 14
TimesSquare Capital Management, LLC 14
Smith Capital Management Inc /ar/adv 14
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 14
Coe Capital Management, LLC 14
Guardian Partners Inc. 14
Semus Wealth Partners LLC 14
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 14
Morton Community Bank 14
Granite Point Capital Management, L.P. 14
NEIRG Wealth Management, LLC 14
Valley Forge Asset Management, Llc 14
Baxter Bros Inc 14
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 14
Curat Global, LLC 14
Ofi Invest Asset Management 14
Patriot Wealth Management, Inc. 14
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 14
Ruggaard & Associates LLC 14
Long Wharf Investors, Inc. 14
Northland Capital Management LLC 14
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 14
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 14
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 14
Grant Private Wealth Management Inc 14
Tradition Asset Management Llc 14
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 14
Foyston, Gordon, & Payne Inc 14
Baring International Investment Ltd 14
EnRich Financial Partners LLC 14
Conquis Financial Llc 14
Wealthcare Capital Partners, LLC 14
Pioneer High Income Trust 14
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 14
LeJeune Puetz Investment Counsel LLC 14
Sierra Summit Advisors Llc 14
Meredith Wealth Planning 14
Spirepoint Private Client, Llc 14
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 14
KeyPoint Capital Management, LLC 14
Phillips Wealth Planners LLC 14
Lansdowne Partners (uk) Llp 14
GGIIX - GuideStone Funds - Global Impact Fund Investor 14
Price Jennifer C. 14
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 14
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 14
Keystone Financial Services 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 14
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 14
PICTET BANK & TRUST Ltd 14
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 14
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 14
Brooklyn FI, LLC 14
Modus Advisors, LLC 14
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 14
Insight Inv LLC 14
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 14
AFBIX - PROFUNDS - Access Flex Bear High Yield ProFund Investor Class 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 14
Skba Capital Management Llc 14
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 14
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 14
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 14
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 14
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 14
Alta Capital Management Llc/ 14
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 14
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 14
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 14
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 14
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 14
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 14
Financial Council Asset Management Inc 14
VCULX - VALIC Co I - Growth Fund 14
First Trust Mortgage Income Fund 14
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 14
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 14
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 14
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 14
Ipsen Advisor Group LLC 14
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 14
Fusion Capital, LLC 14
Intellus Advisors LLC 14
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 14
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 14
Wells Fargo Income Opportunities Fund 14
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 14
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 14
Nuveen Municipal High Income Opportunity Fund 14
Beutel, Goodman & Co Ltd. 14
Equity Investment Corp 14
Optima Capital Llc 14
Grace & White Inc /ny 14
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 14
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 14
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 14
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 14
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 14
Intrepid Capital Management Inc 14
Ramiah Investment Group 14
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 14
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 14
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 14
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 14
Castle Hook Partners LP 14
Jafra Capital Management LP 14
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 14
Trivant Custom Portfolio Group, LLC 14
M3 Advisory Group, LLC 14
Solitude Financial Services 14
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 14
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 14
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 14
Kinloch Capital, LLC 14
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 14
Eclectic Associates Inc /adv 14
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 14
NOIEX - Northern Funds - Northern Income Equity Fund 14
Manatuck Hill Partners, LLC 14
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 14
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 14
First County Bank /CT/ 14
Decatur Capital Management, Inc. 14
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 14
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 14
Code Waechter LLC 14
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 14
New Amsterdam Partners Llc/ny 14
Oakwood Capital Management Llc/ca 14
Catawba Capital Management /va 14
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 14
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 14
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 14
Highfields Capital Management Lp 14
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 14
Wilkins Miller Wealth Management, LLC 14
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 14
Horizon Wealth Management, LLC 14
Orbitronix, LP 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
Tricadia Capital Management, LLC 14
Beaumont Asset Management, L.L.C. 14
Governors Lane LP 13
Monograph Wealth Advisors, Llc 13
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 13
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 13
First International Bank & Trust 13
Trellus Management Company, LLC 13
Pine Harbor Wealth Management, LLC 13
Poplar Forest Capital LLC 13
Lazard Global Total Return & Income Fund Inc 13
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 13
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 13
Peterson Wealth Services 13
Tranquilli Financial Advisor LLC 13
Arthur Zaske & Associates, LLC 13
BXM Wealth LLC 13
Monte Financial Group, LLC 13
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 13
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 13
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 13
GSG Advisors LLC 13
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 13
Bpv Family Of Funds 13
Family Investment Center, Inc. 13
Intergy Private Wealth, LLC 13
Virginia Wealth Management Group, Inc. 13
Monaco Asset Management SAM 13
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 13
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 13
Clay Northam Wealth Management, LLC 13
BWM Planning, LLC 13
Nuveen Quality Preferred Income Fund 3 13
Auto-Owners Insurance Co 13
Cravens & Co Advisors, LLC 13
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 13
Eagle Rock Investment Company, Llc 13
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 13
Adalta Capital Management LLC 13
GK Wealth Management LLC 13
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 13
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 13
QVT Financial LP 13
Moser Wealth Advisors, LLC 13
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 13
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 13
TDTF - FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 13
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 13
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 13
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 13
Crestone Asset Management LLC 13
Applied Capital LLC 13
Buckley Wealth Management, LLC 13
Tacita Capital Inc 13
Vivid Financial Management, Inc. 13
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 13
JSF Financial, LLC 13
First Western Trust Bank 13
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 13
Sei Liquid Asset Trust 13
Financial Security Advisor, Inc. 13
Inverness Investment Group, LLC 13
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 13
PYUSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden U.S. Government Fund (Investor Class) 13
SevenOneSeven Capital Management 13
Values Added Financial LLC 13
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 13
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 13
Caprin Asset Management Llc /adv 13
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 13
Heritage Wealth Management, Inc. 13
Argent Trust Company, N.a. 13
JNL SERIES TRUST - JNL International Index Fund (I) 13
Carleon Capital Partners LLC 13
ANTIPODES PARTNERS Ltd 13
Delta Global Management LP 13
Orbis Allan Gray Ltd 13
Ascension Capital Advisors, Inc. 13
IMPACTfolio, LLC 13
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 13
Virtus Total Return Fund Inc. 13
O'Shares Investment Advisers, LLC 13
Triad Financial Advisors, Inc. 13
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 13
SWRSX - SCHWAB INVESTMENTS - Schwab Treasury Inflation Protected Securities Index Fund 13
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 13
Glassy Mountain Advisors, Inc. 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 13
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 13
TIPX - SPDR SERIES TRUST - SPDR Bloomberg Barclays 1-10 Year TIPS ETF 13
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 13
SPIP - SPDR SERIES TRUST - SPDR(R) Portfolio TIPS ETF 13
Willis Investment Counsel 13
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 13
Prescott Group Capital Management, L.l.c. 13
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 13
Edgar Lomax Co/va 13
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 13
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 13
Sunburst Financial Group, LLC 13
Par Capital Management Inc 13
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 13
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 13
AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF 13
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 13
Viawealth, Llc 13
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 13
Weik Capital Management 13
Knollwood Investment Advisory, LLC 13
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 13
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 13
Lindenwold Advisors 13
Mill Capital Management, LLC 13
Tiger Management L.l.c. 13
DORCHESTER WEALTH MANAGEMENT Co 13
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 13
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 13
Susquehanna Trust & Investment Co 13
Park Edge Advisors, LLC 13
GPM Growth Investors, Inc. 13
Mendel Money Management 13
Financial Advisors, LLC 13
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 13
Stansberry Asset Management, Llc 13
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 13
Gavea Investimentos Ltda 13
Opera Trading Capital 13
Aip Series Trust 13
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 13
Beach Investment Management, LLC. 13
Monolith Advisors 13
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 13
Appaloosa Lp 13
Ninepoint Partners LP 13
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 13
Austin Asset Management Co Inc 13
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 13
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 13
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 13
Wells Fargo Utilities & High Income Fund 13
NewFocus Financial Group, LLC 13
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 13
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 13
BBT Capital Management, LLC 13
Battery Global Advisors, LLC 13
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 13
Quartz Partners, LLC 13
Gibraltar Capital Management, Inc. 13
Mfs Special Value Trust 13
Campbell Newman Asset Management Inc 13
Livelsberger Financial Advisory 13
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 13
Avenir Corp 13
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 13
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 13
PENN SERIES FUNDS INC - Smid Cap Value Fund 13
VCIGX - VALIC Co I - Dividend Value Fund 13
Balanced Wealth Group Llc 13
HawsGoodwin Investment Management LLC 13
Miller Investment Management, LP 13
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 13
Wellspring Financial Advisors, LLC 13
TLDZX - T. Rowe Price Index Trust, Inc. - T. Rowe Price U.S. Limited Duration TIPS Index Fund -Z Class 13
Barlow Wealth Partners, Inc. 13
FSPWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Inflation-Protected Bond Index Fund 13
Francis Financial, Inc. 13
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 13
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 13
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 13
NIFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Inflation-Protected Securities Fund Class A 13
CMT Asset Management Ltd 13
ArborFi Advisors, LLC 13
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 13
Missouri Valley Partners, Inc. 13
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 13
Arista Wealth Management, LLC 13
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 13
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 13
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 13
CogentBlue Wealth Advisors, LLC 13
Border to Coast Pensions Partnership Ltd 13
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 13
Regent Investment Management LLC 13
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 13
Cercano Management LLC 13
Clarity Capital Partners LLC 13
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 13
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 13
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 13
Helen Stephens Group, LLC 13
Michels Family Financial, LLC 13
MDFIX - Starboard Investment Trust - Matisse Discounted Bond CEF Strategy Institutional Class 13
Strait & Sound Wealth Management LLC 13
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 13
Lodestar Investment Counsel Llc/il 13
Pennsylvania Capital Management Inc /adv 13
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 13
Macnealy Hoover Investment Management Inc 13
Carlton Hofferkamp & Jenks Wealth Management, LLC 13
Blue Capital, Inc. 13
Taika Capital, LP 13
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 13
LifeGoal Wealth Advisors 13
Oppenheimer Ultra-short Duration Fund 13
Schaper Benz & Wise Investment Counsel Inc/wi 13
Krs Capital Management, Llc 13
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 13
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 13
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 13
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 13
Greytown Advisors Inc. 13
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 13
Kingdom Financial Group LLC. 13
Penbrook Management LLC 13
Kavi Asset Management, LP 13
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund 13
GETCO Holding Company, LLC 13
Castle Financial & Retirement Planning Associates, Inc. 13
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 13
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 13
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 13
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 13
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 13
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 13
Olstein Capital Management, L.P. 13
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 13
Stillwater Capital Advisors, LLC 13
PIMCO Access Income Fund 13
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 13
Tealwood Asset Management Inc 13
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 13
Sawyer & Company, Inc 13
St. Louis Trust Co 13
JRM Investment Counsel, LLC 13
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 13
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 13
Regal Wealth Group, Inc. 13
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 13
Zazove Associates Llc 13
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 13
Cortland Advisers Llc 13
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 13
FIPDX - FIDELITY SALEM STREET TRUST - Fidelity Inflation-Protected Bond Index Fund 13
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 13
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 13
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 13
Forte Asset Management Llc 13
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 13
Websterrogers Financial Advisors, Llc 13
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 13
Blenheim Capital Management, BV 13
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 13
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 13
Sunnymeath Asset Management, Inc. 13
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 13
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 13
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 13
Overland Advisors, LLC 13
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 13
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 13
Winthrop Advisory Group LLC 13
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 13
Grandfield & Dodd, Llc 13
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 13
Money Design Co.,Ltd. 13
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 13
Periscope Capital Inc. 13
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 13
Cs Mckee Lp 13
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 13
Madrona Funds, Llc 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 13
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 13
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 13
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 13
IBTK - iSHARES TRUST - iShares iBonds Dec 2030 Term Treasury ETF 13
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 13
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 13
TIPZ - PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund 13
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 13
Warther Private Wealth, LLC 13
Midwest Capital Advisors, LLC 13
Smithbridge Asset Management Inc/de 13
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 13
Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund 13
Alden Global Capital LLC 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 13
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 13
Third Point LLC 13
URTNX - USAA MUTUAL FUNDS TRUST - Target Retirement 2020 Fund 13
Kamunting Street Capital Management, L.P. 13
Secrest Blakey & Associates, LLC 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 13
Riverbridge Partners Llc 13
Carnegie Lake Advisors LLC 13
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 13
Gray Wealth Management Inc. 13
Long Run Wealth Advisors, LLC 13
Jessup Wealth Management, Inc 13
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 13
Monumental Financial Group Inc. 13
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 13
Paulson & Co. Inc. 13
RBA Wealth Management, LLC 13
Emrys Partners, L.P. 13
National Investment Services Inc /wi 13
FGMNX - FIDELITY INCOME FUND /MA/ - Fidelity GNMA Fund 13
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 13
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 13
Corbett Road Capital Management, Llc 13
Lucas Capital Management 13
CarVal Investors, LP 13
Paragon Associates & Paragon Associates Ii Joint Venture 13
Johnson & White Wealth Management, LLC 13
Stance Capital Llc 13
TRTY - Cambria ETF Trust - Cambria Trinity ETF 13
Quad Capital Management Advisors LLC 13
Prossimo Advisors, LLC 13
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 13
Tweedy, Browne Co LLC 13
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 13
GSARX - GOLDMAN SACHS TRUST - Goldman Sachs High Quality Floating Rate Fund Institutional 13
Longboard Asset Management, LP 13
Shaolin Capital Management LLC 13
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 13
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 13
Wallington Asset Management, LLC 13
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 13
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 13
Loudon Investment Management, LLC 13
Villere St Denis J & Co Llc 13
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 13
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 13
Eaton Vance Tax-managed Buy-write Opportunities Fund 13
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 13
Access Financial Services, Inc. 13
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 13
HST Ventures, LLC 13
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 13
Brookfield Real Assets Income Fund Inc. 13
Marketfield Asset Management LLC 13
JGP Global Gestao de Recursos Ltda. 13
Palumbo Wealth Management LLC 13
Objective Capital Management, LLC 13
Warren Street Wealth Advisors, LLC 13
Safe Harbor Fiduciary, LLC 13
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 13
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 13
First Financial Bankshares Inc 13
XY Capital Ltd 13
Quantum Capital Management, LLC / NJ 13
Westhampton Capital, LLC 13
Wunderlich Capital Managemnt 13
Fortune 45 LLC 13
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 13
Amussen Hunsaker Associates Llc 13
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 13
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 13
Spearhead Capital Advisors, Llc 13
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 13
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 13
Edmond de Rothschild (Europe) 13
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 13
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 13
IDV - iSHARES TRUST - iShares International Select Dividend ETF 13
Boston Standard Wealth Management, LLC 13
Cardinal Capital Management, Inc. 13
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 13
Doubleline Opportunistic Credit Fund 13
KKM Financial LLC 13
Schulhoff & Co Inc 13
Pluribus Labs, LLC 13
IBTH - iSHARES TRUST - iShares iBonds Dec 2027 Term Treasury ETF 13
VACVX - VALIC Co II - Large Cap Value Fund 13
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 13
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 13
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 13
Fidelity Central Investment Portfolios II LLC - Fidelity Inflation-Protected Bond Index Central Fund 13
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 13
Permanent Capital Management, LP 13
Kestrel Investment Management Corp 13
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 13
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 13
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 13
M.e. Allison & Co., Inc. 13
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 13
Alan B. Lancz & Associates, Inc. 13
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 13
Securian Funds Trust - SFT International Bond Fund Class 2 13
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 13
Tower Wealth Partners, Inc. 13
LCOIX - Advisors' Inner Circle Fund III - Legal & General Commodity Strategy Fund Institutional Shares 13
BSMT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 13
Sienna Gestion 13
Acute Investment Advisory, Llc 13
Harbour Investment Management Llc 13
1858 Wealth Management, Llc 13
Baltimore Capital Management, Inc 13
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 13
Motiv8 Investments LLC 13
Key Square Capital Management LLC 13
Aquila Investment Management LLC 13
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 13
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 13
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 13
Indus Capital Partners, Llc 13
Fonville Wealth Management LLC 13
Lionshead Wealth Management, LLC 13
GATEX - Gateway Trust - Gateway Fund Class A Shares 13
Shayne & Co., Llc 13
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 13
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI 13
Dreyfus Institutional Preferred Money Market Funds 13
Central Asset Investments & Management Holdings (HK) Ltd 13
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 13
Voya Asia Pacific High Dividend Equity Income Fund 13
Morgens Waterfall Vintiadis & Co Inc 13
Kolinsky Wealth Management, LLC 13
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 13
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 13
Guardian Investment Management 13
Turner Funds 13
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 13
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 13
McGuire Investment Group, LLC 13
WTSYX - WisdomTree Digital Trust - WisdomTree Short-Term Treasury Digital Fund 13
Advantage Advisers Xanthus Fund, L.l.c. 13
SRIFX - FundX Investment Trust - FundX Sustainable Impact Fund 13
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 13
Semper Trust Co. 12
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 12
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 12
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 12
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 12
Lord Abbett Developing Growth Fund, Inc. 12
Winning Points Advisors, LLC 12
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 12
EVNT - AltShares Trust - AltShares Event-Driven ETF 12
Wellington Wealth Strategies, LLC. 12
New Vernon Capital Holdings II LLC 12
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 12
Palogic Value Management, L.P. 12
NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF 12
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 12
Millrace Asset Group, Inc. 12
Hubbell Strickland Wealth Management, LLC 12
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 12
Glenview State Bank Trust Dept. 12
Philadelphia International Advisors Lp 12
TAGStone Capital, Inc. 12
New Insight Wealth Advisors 12
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 12
Anson Capital, Inc. 12
AHTIX - AMERICAN BEACON FUNDS - American Beacon AHL TargetRisk Fund Institutional Class 12
Sandhill Capital Partners LLC 12
Regency Capital Management Inc.\DE 12
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 12
Fiduciary Services Corp/ga 12
Fi3 FINANCIAL ADVISORS, LLC 12
Aviso Wealth Management 12
Parametric Risk Advisors LLC 12
Watts Gwilliam & Co., LLC 12
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 12
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 12
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 12
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 12
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 12
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 12
Camden Asset Management L P /ca 12
Facet Wealth, Inc. 12
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 12
Peachtree Investment Partners, LLC 12
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 12
Tuscan Ridge Asset Management Llc 12
American Financial Advisors, LLC 12
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 12
MN Wealth Advisors, LLC 12
Darden Wealth Group Inc 12
Sage Private Wealth Group, Llc 12
Keynote Financial Services Llc 12
Town & Country Bank & Trust CO dba First Bankers Trust CO 12
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 12
Asset Management Group, Inc. 12
New World Advisors LLC 12
Manitou Investment Management Ltd. 12
Relative Value Partners, LLC 12
Second Line Capital, LLC 12
PSMG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Growth Multi-Asset Allocation ETF 12
Newday Solutions, Llc 12
Cyr Financial Inc. 12
PSMC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Conservative Multi-Asset Allocation ETF 12
Shared Vision Wealth Group LLC 12
Towercrest Capital Management 12
Wolff Financial Management Llc 12
Caisse Des Depots Et Consignations 12
Goldentree Asset Management Lp 12
Pinnacle Financial Group, LLC / IL 12
Greystone Financial Group, LLC 12
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 12
Groesbeck Investment Management Corp /nj/ 12
Scoggin Management Lp 12
Bck Capital Management Lp 12
Lakewood Capital Management, Lp 12
Syntrinsic LLC 12
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 12
Goodwin Daniel L 12
MMUTX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price U.S. Treasury Long-Term Fund Class I 12
Kenfarb & Co. 12
Pensionfund Sabic 12
Fort Vancouver Investment Management, LLC 12
Divergent Planning, LLC 12
Nexus Investment Management ULC 12
VCI Wealth Management LLC 12
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 12
Oakwell Private Wealth Management, LLC 12
Bath Savings Trust Co 12
Trail Ridge Investment Advisors, LLC 12
Pettinga Financial Advisors, LLC 12
Amarillo National Bank 12
Rfg Holdings, Inc. 12
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 12
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 12
Archvest Wealth Advisors, Inc. 12
Toscafund Asset Management LLP 12
Mitchell Sinkler & Starr/pa 12
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 12
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 12
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 12
Saxony Capital Management, LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 12
Montage Investments, Llc 12
Filament LLC 12
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 12
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 12
Spectrum Planning & Advisory Services Inc. 12
Laurel Grove Capital, LLC 12
BUFZ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered Moderate Buffer ETF 12
Resource Planning Group 12
Kays Financial Advisory Corp /adv 12
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 12
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 12
Custom Portfolio Group LLC 12
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 12
Delphia (USA) Inc. 12
First International Bank of Israel Ltd. 12
Applied Capital LLC/FL 12
SECR - New York Life Investments Active ETF Trust - NYLI MacKay Securitized Income ETF 12
Professional Planning 12
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 12
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 12
Spectrum Advisory Services Inc 12
Prairiewood Capital, LLC 12
Stewardship Financial Advisors, LLC 12
Rothschild Capital Partners, LLC 12
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 12
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 12
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 12
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 12
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 12
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 12
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 12
Plum Street Advisors, LLC 12
Visionary Horizons, LLC 12
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 12
Resolute Financial, Llc 12
Spinnaker Investment Group, LLC 12
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 12
Nwi Management Lp 12
MFALX - MFS MUNICIPAL SERIES TRUST - MFS Alabama Municipal Bond Fund A 12
Empyrean Capital Partners, LP 12
Peterson Wealth Advisors, LLC 12
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 12
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 12
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 12
PENN SERIES FUNDS INC - Large Core Value Fund 12
Howard Bailey Securities, Llc 12
Marathon Asset Management Lp 12
BUFR - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Buffer ETFs 12
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 12
Elios Financial Group Inc. 12
Brookside Capital Management Llc 12
Ivory Investment Management, Llc 12
Channing Global Advisors, Llc 12
North American Management Corp 12
Shellback Capital, LP 12
Kirr Marbach & Co Llc /in/ 12
Commonwealth Retirement Investments LLC 12
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 12
Baltimore-Washington Financial Advisors Inc. 12
Deer Park Road Corp 12
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 12
Clifford Capital Partners Llc 12
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 12
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 12
Albert D Mason Inc 12
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 12
Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF 12
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 12
Echo45 Advisors LLC 12
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 12
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 12
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 12
Rezny Wealth Management, Inc. 12
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 12
Destiny Capital Securities Corporation 12
Balance Wealth, LLC 12
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 12
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 12
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 12
Burnham Asset Management Corp /ny/ 12
Perimeter Capital Partners, LLC 12
PIMCO FUNDS - PIMCO EM Bond and Short-Term Investments Portfolio 12
Retirement Solution Inc. 12
Cash Reserve Fund Inc 12
Gendell Jeffrey L Et Al 12
Macguire, Cheswick & Tuttle Investment Counsel Llc 12
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 12
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 12
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 12
Dreyfus Strategic Municipals Inc 12
Williams & Novak, LLC 12
Pines Wealth Management, LLC 12
Afl Cio Housing Investment Trust - Afl Cio Housing Investment Trust 12
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 12
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 12
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 12
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 12
Genesis Private Wealth, Llc 12
SeaTown Holdings Pte. Ltd. 12
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 12
Sara-Bay Financial 12
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 12
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 12
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 12
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 12
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 12
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 12
First Western Capital Management Co 12
Egerton Capital (UK) LLP 12
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 12
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 12
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 12
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 12
Longbow Finance SA 12
Louisbourg Investments Inc. 12
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 12
Tieton Capital Management, LLC 12
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 12
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 12
Rikoon Group, LLC 12
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 12
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 12
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 12
Montgomery Investment Management Inc 12
Northeast Financial Group, Inc. 12
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 12
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 12
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 12
BMS Financial Advisors, LLC 12
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 12
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 12
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 12
Compass Capital Corp /ma/ /adv 12
Blue Granite Capital, LLC 12
Turning Point Benefit Group, Inc. 12
Sicart Associates LLC 12
VCFVX - VALIC Co I - International Value Fund 12
Profunds - Profund Vp Large-cap Growth 12
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 12
Steadfast Capital Management Lp 12
Blackrock Floating Rate Income Trust 12
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 12
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 12
Government Cash Management Portfolio 12
Hunting Hill Global Capital, LLC 12
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 12
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 12
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 12
Vulcan Value Partners, LLC 12
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 12
Gainplan LLC 12
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 12
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 12
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 12
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 12
Tassel Capital Management, Inc. 12
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF 12
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 12
Wealth High Governance Capital Ltda 12
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 12
CA Family Wealth, LLC 12
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 12
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 12
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 12
Van Strum & Towne Inc. 12
Victory Institutional Funds 12
Nuveen Enhanced Municipal Value Fund 12
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 12
High Income Opportunities Portfolio - High Income Opportunities Portfolio 12
Entrewealth, Llc 12
Kennedy Investment Group 12
Cadinha & Co Llc 12
Greylin Investment Mangement Inc 12
L.K. Benson & Company, P.C. 12
Fishman Jay A Ltd/mi 12
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 12
Truffle Hound Capital, LLC 12
Precept Management LLC 12
Destiny Capital Corp/CO 12
Friday Financial 12
Dreyfus Strategic Municipal Bond Fund Inc 12
Hugh Johnson Advisors LLC 12
Advanced Portfolio Management, LLC 12
Sentinel Variable Products Trust 12
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 12
Vawter Financial, Ltd. 12
Stelliam Investment Management, Lp 12
Mfs Intermediate High Income Fund 12
Seascape Capital Management 12
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 12
Tt International 12
PHH Investments, Ltd. 12
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 12
First Washington CORP 12
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 12
Wade Financial Advisory, Inc 12
Pergamon Offshore Advisors, L.P. 12
One Charles Private Wealth Services, LLC 12
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 12
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 12
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 12
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 12
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 12
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 12
Luxor Capital Group, LP 12
LWS Wealth Advisors, Inc. 12
Foxby Corp. 12
Madison Covered Call & Equity Strategy Fund 12
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 12
Utc North American Fund, Inc. 12
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 12
Forbes J M & Co Llp 12
TT Capital Management LLC 12
Bridge Generations Wealth Management Llc 12
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 12
IRVH - Global X Funds - Global X Interest Rate Volatility & Inflation Hedge ETF 12
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 12
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 12
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 12
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 12
Blackrock Enhanced Capital & Income Fund, Inc. 12
Us Global Investors Funds 12
Hourglass Capital, Llc 12
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 12
ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund 12
Burgundy Asset Management Ltd. 12
American Century Investment Management Inc 12
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 12
Flagstone Financial Management 12
Measured Risk Portfolios, Inc. 12
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 12
Masters Capital Management Llc 12
Stephens Investment Management Group LLC 12
Ashford Capital Management Inc 12
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 12
Canyon Capital Advisors Llc 12
Kingstone Capital Partners Texas, LLC 12
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 12
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 12
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 12
White Lighthouse Investment Management Inc. 12
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 12
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 12
FT Vest Rising Dividend Achievers Total Return Fund 12
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 12
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 12
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 12
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 12
Dialectic Capital Management, Lp 12
Eton Park Capital Management, L.P. 12
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 12
Elm Ridge Management, LLC 12
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 12
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 12
Tillman Hartley LLC 12
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 12
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 12
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 12
TLH - iSHARES TRUST - iShares 10-20 Year Treasury Bond ETF 12
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 12
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 12
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 12
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 12
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Markets Bond Portfolio 12
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 12
General Partner, Inc. 12
Align Wealth Management, LLC 12
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 12
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 12
TCSGX - SEI DAILY INCOME TRUST /MA/ - SDIT SHORT DURATION GOVERNMENT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 12
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 12
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 12
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 12
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 12
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 12
Rooted Wealth Advisors, Inc. 12
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 12
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 12
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 12
FGUAX - FEDERATED INSTITUTIONAL TRUST - Federated Government Ultrashort Duration Fund Class A Shares 12
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 12
VUSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Treasury Fund Investor Shares 12
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 12
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 12
OWNYX - OLD WESTBURY FUNDS INC - Old Westbury New York Municipal Bond Fund 12
Innovis Asset Management Llc 12
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 12
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 12
LGPIX - Profunds - Large-cap Growth Profund Investor Class 12
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 12
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 12
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 12
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 12
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 12
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 12
Trium Capital LLP 12
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 12
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 12
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 12
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 12
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 12
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 12
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 12
Gruber & Mcbaine Capital Management Llc 12
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 12
CWH Capital Management, Inc. 12
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 12
ODonnell Financial Services, LLC 12
AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF 12
Fairholme Capital Management Llc 12
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 12
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 12
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 12
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 12
Tnf Llc 12
CMT Capital Markets Trading GmbH 12
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 12
Presidio Capital Management, LLC 11
Petra Financial Advisors Inc 11
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 11
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 11
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares 11
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 11
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 11
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 11
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 11
BLVD Private Wealth, LLC 11
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 11
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I 11
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 11
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A 11
Leverage Partners Absolute Return Fund SPC 11
Powers Advisory Group, LLC 11
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 11
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 11
PPM Funds - PPM Small Cap Value Fund (Inst) 11
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 11
Arena Investors LP 11
American Family Insurance Mutual Holding Co 11
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 11
Eaton Vance Municipal Income Trust 11
Consilium Wealth Advisory, LLC 11
Ami Investment Management Inc 11
Brainard Capital Management LLC 11
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 11
Melfa Wealth Management, Llc 11
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 11
Santa Barbara Asset Management, Llc 11
Exchange Bank 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 11
TPG Advisors LLC 11
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 11
Ellington Income Opportunities Fund 11
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 11
Scotia Asset Management L.P. 11
Nixon Peabody Trust Co 11
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 11
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 11
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 11
GMOIX - GMO TRUST - GMO International Equity Fund Class III 11
Rainier Investment Management Mutual Funds 11
Riggs Capital Management LLC 11
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 11
Blue Fin Capital, Inc. 11
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 11
TEXN - iSHARES TRUST - iShares Texas Equity ETF 11
James J. Burns & Company, LLC 11
Littlejohn Financial Services, Inc. 11
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 11
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 11
Tetrem Capital Management Ltd. 11
Lee Financial Group Hawaii, Inc. 11
Wealthedge Investment Advisors, Llc 11
Skyline Asset Management Lp 11
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 11
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 11
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 11
William B. Walkup & Associates, Inc. 11
Novak Financial Planning, LLC 11
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 11
Tudor Financial Inc. 11
Allianzgi Equity & Convertible Income Fund 11
Capital Growth Management Lp 11
Silver Point Capital L.P. 11
Mubadala Investment Co PJSC 11
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 11
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 11
First National Bank & Trust Co Of Newtown 11
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 11
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 11
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 11
Harbor Advisory Corp /ma/ 11
Absolute Gestao de Investimentos Ltda. 11
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 11
Red Cedar Capital, LLC 11
Bessemer Securities Llc 11
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 11
Progressive Investment Management Corp 11
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 11
Claar Advisors LLC 11
AIA Investment Management Private Ltd 11
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 11
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 11
Mosaic Financial Group, Llc 11
New Vernon Investment Management Llc 11
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 11
Argentiere Capital Ag 11
Spindletop Capital, LLC 11
Cheyne Capital Management (UK) LLP 11
Rosenblum Silverman Sutton S F Inc /ca 11
Penn Mutual Asset Management, LLC 11
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 11
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 11
Hellman Jordan Management Co Inc /ma/ 11
United Bank, Inc. 11
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 11
Winchester Group Inc. 11
Fenimore Asset Management Trust 11
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 11
Addenda Capital Inc. 11
Chickasaw Capital Management Llc 11
Financial Partners Group, LLC 11
Dakota Community Bank & Trust NA 11
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 11
Mcdaniel Terry & Co 11
Brophy Wealth Management, LLC 11
Sava Infond d.o.o. 11
Ashburton (Jersey) Ltd 11
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 11
United Capital Management of KS, Inc. 11
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 11
Almitas Capital LLC 11
Cohen Klingenstein LLC 11
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 11
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 11
Millie Capital Management, Llc 11
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 11
Sage Investment Counsel LLC 11
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 11
Waypoint Wealth Partners Inc. 11
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 11
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 11
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 11
TAMRO Capital Partners LLC 11
Murphy Pohlad Asset Management LLC 11
Limestone Investment Advisors LP 11
IBTJ - iSHARES TRUST - iShares iBonds Dec 2029 Term Treasury ETF 11
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 11
Pimco Municipal Income Fund Ii 11
Zenit Asset Management AB 11
Barnes Dennig Private Wealth Management LLC 11
Oak Wealth Advisors LLC 11
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 11
Rexford Capital Inc 11
SP Asset Management 11
PQTSX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM TIPS Fund Class R6 11
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A 11
First Bancorp, Inc /ME/ 11
Garner Asset Management Corp 11
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 11
SAFEX - WEITZ FUNDS - Ultra Short Government Fund - Institutional Class 11
Bridges Investment Counsel Inc/ 11
S. R. Schill & Associates 11
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 11
Hedges Asset Management LLC 11
Promethium Advisors,llc 11
Fidelity National Financial, Inc. 11
DBLIX - DoubleLine Funds Trust - DoubleLine Income Fund Class I 11
Ceera Investments, Llc 11
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 11
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 11
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 11
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 11
HSHYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders China A Fund Class Y 11
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 11
Stratton Funds, Inc. 11
Parkshore Wealth Management, Inc. 11
Eaton Vance Tax-managed Buy-write Income Fund 11
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 11
Private Wealth Advisors, LLC 11
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 11
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 11
One Wealth Management Investment & Advisory Services, LLC 11
Deimos Asset Management LLC 11
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 11
Napatree Capital Llc 11
Marathon Asset Management Llp 11
Glaxis Capital Management, LLC 11
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 11
Tang Capital Management Llc 11
Strategic Planning Group, Llc 11
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 11
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 11
Guardian Variable Products Trust - Guardian International Value VIP Fund 11
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 11
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 11
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 11
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 11
Hiddenite Capital Partners LP 11
WTTSX - WisdomTree Digital Trust - WisdomTree 3-7 Year Treasury Digital Fund N/A 11
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 11
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 11
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 11
Uniting Wealth Partners, LLC 11
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
Majedie Asset Management Ltd 11
Flossbach Von Storch Ag 11
Fdp Series Ii, Inc. 11
New Harbor Financial Group, LLC 11
Northstar Advisory Group, LLC 11
Klr Investment Advisors, Llc 11
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 11
Blue Chip Wealth Management, Inc. 11
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 11
Mountain Lake Investment Management LLC 11
Drexel Morgan & Co. 11
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 11
Cultivar Capital, Inc. 11
KEMPER Corp 11
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 11
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 11
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 11
Putnam High Income Securities Fund 11
Neumann Capital Management, LLC 11
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 11
Peninsula Wealth, LLC 11
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 11
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 11
Avant Capital LLC 11
McCollum Christoferson Group LLC 11
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 11
Westfuller Advisors, LLC 11
Awm Capital, Llc 11
MGO Private Wealth, LLC 11
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 11
Brighthouse Funds Trust II - MFS Value Portfolio Class A 11
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 11
NFC Investments, LLC 11
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 11
Arnhold LLC 11
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 11
MFSSX - MFS MUNICIPAL SERIES TRUST - MFS Massachusetts Municipal Bond Fund A 11
MSVAX - MFS MUNICIPAL SERIES TRUST - MFS Virginia Municipal Bond Fund A 11
MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund 11
Nicholson Wealth Management Group, LLC 11
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 11
Penobscot Wealth Management 11
Treasure Coast Financial Planning 11
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 11
Intelligent Financial Strategies 11
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 11
Ardevora Asset Management LLP 11
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 11
Oak Point Wealth Management 11
Griffith & Werner, Inc. 11
rebel Financial LLC 11
Blue Rock Advisors, LLC 11
KFA Private Wealth Group, LLC 11
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 11
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 11
Credit Capital Investments LLC 11
Dopkins Wealth Management, Llc 11
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 11
Sunflower Bank, Na Wealth Management 11
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 11
Compass Advisory Group LLC 11
Derbend Asset Management 11
BUFD - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Deep Buffer ETFs 11
BLACKROCK FUNDS - BlackRock Total Emerging Markets Fund Institutional Shares 11
Gallagher Benefit Services, Inc. 11
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 11
Sendero Wealth Management, LLC 11
Van Leeuwen & Company, LLC 11
Leverty Financial Group, LLC 11
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 11
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 11
PVG Asset Management 11
City Financial Investment Co Ltd 11
BBH Trust - BBH Partner Fund - Select Short Term Assets 11
H&H Retirement Design & Management INC 11
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 11
Madison Wealth Management 11
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 11
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 11
Wellesley Investment Partners, LLC 11
UDI - USCF ETF Trust - USCF Dividend Income Fund 11
GTIP - Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF 11
Keystone Financial Planning, Inc. 11
Riverbend Wealth Management, LLC 11
Massachusetts Mutual Life Insurance Co 11
Spruce Private Investors, LLC 11
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 11
Sprinkle Financial Consultants LLC 11
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 11
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 11
Renaissance Investment Consultants Holding Company, Llc 11
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 11
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 11
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 11
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 11
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 11
Pandora Wealth, Inc. 11
denkapparat Operations GmbH 11
Strategic Wealth Management Inc 11
CWS Financial Advisors, LLC 11
Vista Investment Partners Ii, Llc 11
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A 11
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 11
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 11
Kaufman Rossin Wealth, LLC 11
Value Partners Investments Inc. 11
Guggenheim Credit Allocation Fund 11
Gold Investment Management Ltd. 11
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 11
AllGen Financial Advisors, Inc. 11
Mount Capital Ltd 11
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 11
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 11
Symons Capital Management Inc 11
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 11
Chicago Wealth Management, Inc. 11
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 11
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 11
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 11
RDFI - Collaborative Investment Series Trust - RAREVIEW DYNAMIC FIXED INCOME ETF 11
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 11
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 11
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 11
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 11
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 11
BlueSky Wealth Advisors, LLC 11
Stone Toro Investment Advisers, LP 11
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 11
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 11
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 11
Harvest Management Llc 11
Legg Mason Partners Money Market Trust 11
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 11
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 11
Ab Multi-manager Alternative Fund 11
SRN Advisors, LLC 11
Miramar Capital, LLC 11
Sherman Asset Management, Inc. 11
Institutional Capital Llc 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 11
PIMCO Energy & Tactical Credit Opportunities Fund 11
GFFIX - Gator Series Trust - Gator Financial Fund 11
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio 11
Noked Israel Ltd 11
Templeton Emerging Markets Fund 11
Private Capital Management Inc 11
VCSOX - VALIC Co I - International Socially Responsible Fund 11
Lord Abbett Credit Opportunities Fund 11
Robeco Schweiz AG 11
Lee Johnson Capital Management, Llc 11
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 11
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 11
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 11
Agran Libbie 11
Mason & Associates, LLC 11
London & Capital Asset Management Ltd 11
Taddei, Ludwig & Associates, Inc. 11
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 11
Hardman Johnston Global Advisors LLC 11
Legacy Financial Group, Inc. 11
Bristol Advisors, LLC 11
Everest Capital Llc 11
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 11
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 11
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 11
Epiq Partners, Llc 11
Wealth Management Resources, Inc. 11
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 11
Cook Wealth Management Group Llc 11
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 11
Fortune Financial Advisors, LLC 11
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 11
Key Bridge Compliance, LLC 11
Snyder Capital Management L P 11
Neumeier Poma Investment Counsel Llc 11
Lesa Sroufe & Co 11
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 11
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 11
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 11
Blackrock Municipal Income Trust Ii 11
Ostrum Asset Management U.s., Llc 11
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 11
Pinnbrook Capital Management Lp 11
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 11
Kazazian Asset Management, LLC 11
Legg Mason Partners Premium Money Market Trust 11
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 11
Soundwatch Capital LLC 11
Strathmore Capital Advisors, Inc. 11
Deutsche Municipal Income Trust 11
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 11
Kohlberg Kravis Roberts & Co. L.P. 11
Bank Pictet & Cie (asia) Ltd 11
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 11
Davis-rea Ltd. 11
Aft, Forsyth & Sober, LLC 11
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 11
Highview Capital Management LLC/DE/ 11
Freedom Financial Partners LLC 11
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 11
LongView Asset Management LLC 11
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 11
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 11
MB Generational Wealth, LLC 11
Verdad Advisers, LP 11
Dymon Asia Capital (singapore) Pte. Ltd. 11
Lazard World Dividend & Income Fund, Inc. 11
Sage Capital Management, LLC 11
Violich Capital Management, Inc. 11
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 11
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 11
Harrell Investment Partners, Llc 11
Provident Investment Management, Inc. 11
KM Capital Management Ltd. 11
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 11
Blackrock Muniholdings Fund, Inc. 11
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF 11
VeraBank, N.A. 11
Petros Family Wealth, LLC 11
Arabesque Asset Management Ltd 11
Harrison & Co Wealth Management, LLC 11
Arrow Investment Advisors, LLC 11
USIN - WisdomTree Trust - WisdomTree 7-10 Year Laddered Treasury Fund 11
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 11
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 11
Market Street Wealth Management Advisors Llc 11
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 11
Jackson Credit Opportunities Fund 11
EagleClaw Capital Managment, LLC 11
Reynolds Investment Management, Inc. 11
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 11
OHIO NATIONAL FUND INC - ON Foreign Portfolio 11
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 11
ZEGA Investments, LLC 11
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 11
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 11
CacheTech Inc. 11
Mader & Shannon Wealth Management, Inc. 11
Honeywell International Inc 11
London Co Of Virginia 11
Tiff Advisory Services Inc 11
Morey & Quinn Wealth Partners, LLC 11
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 11
Schrum Private Wealth Management LLC 11
Eagle Wealth Strategies Llc 11
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 11
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 11
Edmonds Duncan Registered Investment Advisors, LLC 11
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 11
Gentry Private Wealth, Llc 11
Garrison Point Advisors, Llc 11
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 11
Venator Management LLC 11
Corundum Group, Inc. 11
Kempner Capital Management Inc. 11
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 11
Symphony Financial Services, Inc. 11
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 11
Dynamic Wealth Strategies, LLC 11
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 11
Ramius Advisors Llc 11
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 11
CDCDX - Community Development Fund - THE COMMUNITY DEVELOPMENT FUND Class A Shares 11
Novak & Powell Financial Services, Inc. 11
Northwest Bank & Trust Co 11
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares 11
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 11
Mason Capital Fund Trust - Fundamentals First ETF 11
40 North Management LLC 11
DDD Partners, LLC 11
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 11
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 11
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 11
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 11
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 11
Ables, Iannone, Moore & Associates, Inc. 11
Epiphany Funds 11
Plan Investment Fund Inc 11
Syntax Research, Inc. 11
Trajan Wealth LLC 11
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 11
Navigation Wealth Management, Inc. 11
Waller Financial Planning Group, Inc 11
Mason Investment Advisory Services, Inc. 11
IAM Advisory, LLC 11
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 11
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 11
Youngs Advisory Group, Inc. 11
Financial Planning & Information Services, Inc. 11
Winmill & Co. Inc 11
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 11
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 11
Parkside Advisors LLC 11
Sanchez Wealth Management Group 11
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 11
Waycross Investment Management Co 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 11
Ibex Investors LLC 11
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 11
Tandem Investment Advisors, Inc. 11
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 11
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 11
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 11
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 11
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares 11
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 11
HORAN Wealth, LLC 11
Aristeia Capital Llc 10
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 10
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 10
Deutsche Money Funds 10
Wittenberg Investment Management, Inc. 10
Arcataur Capital Management LLC 10
MFCPX - M FUND INC - M Capital Appreciation Fund 10
Beacon Bridge Wealth Partners, LLC 10
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 10
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 10
Duff & Phelps Utility & Corporate Bond Trust Inc 10
Profunds - Profund Vp Emerging Markets 10
Post Resch Tallon Group Inc. 10
United Fire Group Inc 10
Fischer Investment Strategies, Llc 10
January Capital Advisors LLC 10
Madison Street Partners, LLC 10
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 10
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 10
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 10
Wealth Management Nebraska 10
Elevatus Welath Management 10
Wilkins Investment Counsel Inc 10
QFITX - Advisors Preferred Trust - Quantified Tactical Fixed Income Fund Investor Class Shares 10
VVIQX - Voya Separate Portfolios Trust - Voya VACS Series EMHCD Fund 10
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 10
Hansberger Global Investors Inc/fl 10
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 10
PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A 10
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 10
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 10
Cypress Funds Llc 10
Bofa Funds Series Trust 10
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 10
Dalton Investments LLC 10
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 10
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 10
Round Hill Asset Management 10
Mogy Joel R Investment Counsel Inc 10
Magnolia Capital Management Ltd 10
Blue Zone Wealth Advisors, LLC 10
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 10
P Schoenfeld Asset Management Lp 10
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 10
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 10
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 10
Drake & Associates, LLC 10
Citizensselect Funds 10
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 10
Heritage Way Advisors, LLC 10
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 10
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 10
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 10
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 10
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 10
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 10
KerberRose Wealth Management, LLC 10
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 10
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 10
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 10
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 10
Warner Financial, Inc 10
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 10
Intrepid Financial Planning Group LLC 10
Beech Hill Advisors, Inc. 10
Carter Financial Group, INC. 10
AMFNX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Managed Futures Strategy Fund Class R6 10
Libra Wealth Llc 10
Diversified Investment Strategies, LLC 10
Lfs Asset Management 10
Texan Capital Management 10
BTS Asset Management, Inc. 10
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 10
Money Market Obligations Trust 10
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 10
Mcglinn Capital Management Inc 10
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 10
Forefront Wealth Partners, LLC 10
Manteio Capital LLC 10
Benchmark Capital Advisors 10
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 10
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 10
Schaller Investment Group Inc 10
Netols Asset Management, Inc. 10
Semitam Bonam Llc 10
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 10
Lattice Strategies LLC 10
Mayport, Llc 10
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 10
Aletheian Wealth Advisors LLC 10
Capital Management Corp /va 10
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 10
Coronation Fund Managers Ltd. 10
Karpas Strategies, Llc 10
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 10
ZIG - ETF Series Solutions - The Acquirers Fund 10
Riversville Capital, Inc. 10
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 10
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 10
Landing Point Financial Group, LLC 10
Instrumental Wealth, Llc 10
Berbice Capital Management LLC 10
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 10
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 10
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 10
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 10
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 10
RiverNorth Managed Duration Municipal Income Fund, Inc. 10
Quarry Hill Advisors, Llc 10
FolioMetrix LLC 10
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 10
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 10
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10
Prepared Retirement Institute LLC 10
Archipel Asset Management AB 10
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 10
CVAR - ETF Opportunities Trust - Cultivar ETF 10
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 10
Dunvegan Associates, Inc. 10
Dreyfus Municipal Income Inc 10
InvesTrust 10
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) 10
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 10
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 10
SK Wealth Management, LLC 10
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 10
Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 10
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 10
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 10
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 10
Sequent Asset Management, LLC 10
Montz Harcus Wealth Management LLC 10
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 10
Winton Series Trust 10
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 10
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 10
Bull Oak Capital, LLC 10
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 10
Urban Financial Advisory Corp 10
John Hancock Asset-Based Lending Fund 10
440 Investment Group, Llc 10
Marsico Capital Management Llc 10
KAMES CAPITAL management Ltd 10
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 10
Envision Financial Planning, LLC 10
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 10
Wedgewood Investors Inc /pa/ 10
Evelyn Partners Investment Management LLP 10
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 10
Alpine Partners USVI, LLC 10
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 10
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 10
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 10
Euro Pacific Asset Management, LLC 10
Noked Capital LTD 10
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 10
apricus wealth, LLC 10
Relaxing Retirement Coach 10
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 10
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 10
Sequoia Wealth Management, Llc 10
Jackson Financial Management 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 10
Investors Trust Inc 10
Alpha Financial Advisors, LLC 10
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund 10
RBB FUND, INC. - Campbell Advantage Fund 10
JRVAX - SARATOGA ADVANTAGE TRUST - James Alpha Relative Value Portfolio Class A Shares 10
O'Connor Financial Group LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 10
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 10
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 10
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 10
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 10
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 10
Oak Grove Capital LLC 10
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 10
Lifelong Wealth Advisors, Inc. 10
Tufton Capital Management 10
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 10
Stenger Family Office, LLC 10
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 10
Tri-Star Advisors Inc. 10
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 10
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 10
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 10
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 10
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 10
QV Investors Inc. 10
Accident Compensation Corp 10
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 10
Integrity Wealth Advisors, Inc. 10
GUNN & Co INVESTMENT MANAGEMENT, INC. 10
Three Bridge Wealth Advisors, LLC 10
IEV - iSHARES TRUST - iShares Europe ETF 10
Adams Asset Advisors, LLC 10
JBR Co Financial Management Inc 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 10
Lehman Kenneth R 10
Round Table Investment Management Company, Lp 10
Rushmore Investment Advisors, Inc. 10
Advanced Investment Partners, LLC 10
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 10
Private Capital Management 10
Coolidge Francis L 10
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 10
LDRS - Innovator ETFs Trust - Innovator IBD(R) ETF Leaders ETF 10
Zuckerman Investment Group, LLC 10
Abbot Financial Management, Inc. 10
Eisler Capital (US) LLC 10
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 10
SBK Financial, Inc. 10
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 10
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 10
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 10
Factory Mutual Insurance Co 10
Cape Ann Savings Bank 10
Aberdeen Global Select Opportunities Fund Inc. 10
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 10
Orbis Holdings Ltd 10
Longview Financial Advisors LLC 10
Markel Corp 10
American Alpha Advisors, LLC 10
Drw Securities, L.l.c. 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 10
Oak Hill Advisors Lp 10
High Probability Advisors, LLC 10
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 10
Invera Wealth Advisors, LLC 10
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 10
Vista Cima Wealth Management LLC 10
Cornerstone Financial Group, LLC /NE/ 10
One Day In July LLC 10
Headland Capital, LLC 10
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 10
Melone Private Wealth, LLC 10
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 10
ETF Store, Inc. 10
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 10
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 10
Mainsail Asset Management, Llc 10
Trust Co of the South 10
Emprise Bank 10
Analyst IMS Investment Management Services Ltd. 10
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 10
Knott David M 10
MSTNX - MFS MUNICIPAL SERIES TRUST - MFS Tennessee Municipal Bond Fund A 10
Berkshire Bank 10
united american securities inc. (d/b/a uas asset management) 10
Te Ahumairangi Investment Management Ltd 10
Waterford Advisors, LLC 10
Mandatum Life Insurance Co Ltd 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 10
Volterra Technologies LP 10
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 10
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 10
Loeb King Trust 10
Avid Wealth Partners LLC 10
Monarch Capital Management Inc/ 10
Byrne Financial Freedom, Llc 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 10
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 10
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 10
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
Dravo Bay Llc 10
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 10
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 10
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 10
Gifford Fong Associates 10
Primecap Management Co/ca/ 10
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 10
Pure Portfolios Holdings Llc 10
Dreyfus Basic Money Market Fund, Inc 10
Nuveen Dynamic Municipal Opportunities Fund 10
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 10
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 10
Accelerate Investment Advisors LLC 10
Landmark Financial Advisors, LLC 10
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 10
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 10
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 10
Oak Harvest Investment Services 10
SCID - Global X Funds - Global X Scientific Beta Europe ETF 10
Caliber Wealth Management, Llc 10
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 10
Bridgewater Wealth & Financial Management, LLC 10
FGFIX - FEDERATED TOTAL RETURN SERIES INC - Federated Mortgage Fund Institutional Shares 10
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 10
Zweig Advisers Llc 10
Coatue Management Llc 10
La Financiere De L'echiquier 10
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 10
Mhi Funds, Llc 10
Consolidated Investment Group LLC 10
James Reed Financial Services, Inc. 10
TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class 10
Foothills Asset Management, Ltd. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 10
MML Series Investment Fund II - MML Asset Momentum Fund Class II 10
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 10
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 10
1607 Capital Partners, LLC 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 10
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 10
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 10
Harbour Trust & Investment Management Co 10
IronOak Wealth LLC. 10
Vickerman & Driscoll Financial Advisors Inc 10
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 10
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 10
Huber Financial Advisors, Llc 10
Allied Investment Advisors, LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 10
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 10
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 10
Portman Square Capital LLP 10
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 10
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 10
Bordeaux Wealth Advisors LLC 10
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 10
Cooksen Wealth, LLC 10
Boulder Wealth Advisors, LLC 10
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 10
Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 10
Berkshire Hathaway Inc 10
Allianzgi Diversified Income & Convertible Fund 10
Baker Boyer National Bank 10
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 10
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 10
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 10
Marion Wealth Management 10
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 10
626 Financial, LLC 10
Mmbg Investment Advisors Co. 10
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 10
Mitchell & Pahl Private Wealth, Llc 10
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 10
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 10
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 10
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 10
Choice Wealth Advisors, LLC 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
Steamboat Capital Partners, LLC 10
First American Funds Inc 10
Orin Green Financial, LLC 10
Kynikos Associates LP 10
Short Term Investments Trust 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 10
Afg Fiduciary Services Limited Partnership 10
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 10
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 10
Heritage Family Offices, LLP 10
Sharper & Granite LLC 10
Squire Investment Management Company, LLC 10
Doheny Asset Management /ca 10
GGM Financials LLC 10
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 10
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 10
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 10
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 10
Springhouse Capital Management, LP 10
ZynergyRetirementPlanningLLC 10
South Georgia Capital, Llc 10
Investment Planning Advisors, Inc. 10
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 10
Gargoyle Investment Advisor L.L.C. 10
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 10
Buska Wealth Management, LLC 10
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 10
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 10
First Long Island Investors, LLC 10
Maplelane Capital, Llc 10
AMCPX - AMCAP FUND - AMCAP FUND Class A 10
Heron Bay Capital Management 10
Scion Asset Management, LLC 10
JFG Wealth Management, LLC 10
Nauset Wealth Management. LLC 10
Cloverfields Capital Group, Lp 10
SG Capital Management LLC 10
Gillespie Robinson & Grimm Inc 10
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 10
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 10
BOCHK Asset Management Ltd 10
Pingora Partners LLC 10
One Fin Capital Management LP 10
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 10
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 10
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 10
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 10
Shore Point Advisors, LLC 10
Udine Wealth Management, Inc. 10
Alexander Labrunerie & Co., Inc. 10
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 10
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 10
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 10
Orcam Financial Group 10
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 10
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 10
Pacific Edge Advisors, LLC 10
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 10
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 10
Tolleson Wealth Management, Inc. 10
Cfs, Llc 10
Farnam Financial LLC 10
FEUGX - FEDERATED ADJUSTABLE RATE SECURITIES FUND - FEDERATED ADJUSTABLE RATE SECURITIES FUND Service Shares 10
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 10
GEM Asset Management, LLC 10
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 10
Peak Financial Management, Inc. 10
VIDI - ETF Series Solutions - Vident International Equity Fund 10
Primoris Wealth Advisors, Llc 10
Integris Wealth Management, LLC 10
GraniteShares Advisors LLC 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 10
Vista Investment Partners Llc 10
Fic Capital Inc 10
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 10
Darrell & King Llc 10
McGowan Group Asset Management, Inc. 10
Hi-Line Capital Management, LLC 10
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 10
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 10
Pacific Life Fund Advisors LLC 10
Pacific Sage Partners, LLC 10
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 10
Torno Capital, Llc 10
Connective Portfolio Management, LLC 10
O'Neil Global Advisors, Inc. 10
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 10
Vista Finance, Llc 10
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 10
MRGR - PROSHARES TRUST - ProShares Merger ETF 10
Ridgecrest Wealth Partners, Llc 10
Bayshore Asset Management, Llc 10
Burk Holdings LLC 10
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 10
Umpqua Bank 10
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 10
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 10
St. James Investment Advisors, LLC 10
Rivernorth Marketplace Lending Corp 10
Rothschild & Co Wealth Management UK Ltd 10
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 10
ACTIX - NEIMAN FUNDS - Advisors Capital Tactical Fixed Income Fund 10
Evernest Financial Advisors, LLC 10
CLFLX - ADVISORONE FUNDS - CLS Flexible Income Fund Class N Shares 10
PACIFIC SELECT FUND - International Value Portfolio Class I 10
PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D 10
Acuity Investment Management Inc 10
Forza Wealth Management, LLC 10
FS Series Trust - FS Market Neutral Fund Class I 10
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 10
Adapt Wealth Advisors, Llc 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 10
AOIIX - Angel Oak Funds Trust - Angel Oak Core Impact Fund Institutional Class 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 10
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 10
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 10
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 10
Poinciana Advisors Group, Llc 10
Zevin Asset Management Llc 10
Obsidian Personal Planning Solutions LLC 10
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
Northstar Asset Management Llc 10
SIH Partners, LLLP 10
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 10
Opes Advisors Inc 10
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 10
Clare Market Investments LLC 10
Sweeney & Michel, Llc 10
Trust Co of Kansas 10
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 10
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 10
Lazari Capital Management, Inc. 10
CFVLX - COMMERCE FUNDS - The Value Fund Shares 10
FTBI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Balanced Income ETF 10
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 10
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 10
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 10
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 10
Auxier Asset Management 10
Arxis Securities Llc 10
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 10
Mosley Wealth Management 10
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 10
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 10
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 10
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 10
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 10
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 10
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 10
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 10
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 10
Henssler Funds Inc 10
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 10
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 10
White Pine Investment CO 10
Bravias Capital Group, LLC 10
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 10
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 10
Signet Management Usa, Llc 10
MASTERINVEST Kapitalanlage GmbH 10
Beacon Investment Advisors Llc 10
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 10
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 10
Veritas Investment Management (UK) Ltd 10
Windsor Financial Group Llc 10
Independent Investors Inc 10
Disciplina Capital Management LLC 9
Signet Investment Advisory Group, Inc. 9
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 9
North Point Portfolio Managers Corp/oh 9
Empire Financial Management Company, LLC 9
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 9
Tme Financial, Inc. 9
Hosking & Co Ltd 9
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 9
Madison Park Capital Advisors, LLC 9
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 9
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 9
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 9
Cmt Trading Llc 9
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 9
Rosenbaum Jay D. 9
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 9
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 9
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 9
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 9
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 9
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 9
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 9
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 9
Planwiser Financial, Llc 9
Blue Investment Partners LLC 9
Family Office Research LLC 9
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 9
Payden & Rygel Investment Group 9
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 9
Marotta Asset Management 9
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 9
AIMZ Investment Advisors, LLC 9
Blackrock Muni Intermediate Duration Fund, Inc. 9
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 9
BIT Capital GmbH 9
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 9
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 9
Greystone Investment Management Llc 9
Muirfield Wealth Advisors Llc 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
Veritas Investment Partners (UK) Ltd. 9
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 9
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 9
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 9
Solano Wealth Investment Advisors LLC 9
KAMES CAPITAL management Ltd 9
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 9
Veritas Investment Management LLP 9
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 9
Loveless Wealth Management LLC 9
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 9
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 9
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 9
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 9
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 9
Staar Investment Trust 9
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 9
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 9
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 9
Argyle Capital Management Inc. 9
First Citizens Bancorporation Inc 9
Coombe, Bender & Co LLC 9
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 9
Planning Alternatives Ltd /adv 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 9
Family Legacy Financial Solutions, LLC 9
Lgt Capital Partners Ltd. 9
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 9
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 9
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 9
Worth Venture Partners, LLC 9
Touchstone Investment Trust 9
Cobalt Capital Management, Inc. 9
United Bank 9
Peterson Wealth Management 9
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 9
Heritage Wealth Management, Inc. /CA/ 9
Valentine Capital Asset Management, Inc. 9
Blenheim Capital Management, L.L.C. 9
Shoals Capital Management Lp 9
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 9
Bard Associates Inc 9
Horizon Funds - Centre American Select Equity Fund Investor Class 9
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 9
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 9
Aberdeen Chile Fund, Inc. 9
Members Advisory Group LLC 9
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 9
WMKGX - WESMARK FUNDS - WesMark Growth Fund 9
Hutchinson Capital Management/ca 9
Magnolia Group, Llc 9
International Income Portfolio - International Income Portfolio 9
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 9
Hokanson Associates, Inc. 9
Wealth Advisors of Iowa, LLC 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 9
Templeton Global Opportunities Trust 9
Cadent Capital Advisors, LLC 9
DSAM Partners (London) Ltd 9
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 9
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 9
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 9
Trafelet Brokaw Capital Management, L.p. 9
Massachusetts Wealth Management 9
Avant Financial Advisors LLC 9
Unified Trust Company, N.A. 9
Vilas Fund, Lp 9
Postrock Partners Llc 9
Bcm Advisors, Llc 9
CAFX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Intermediate Bond ETF 9
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 9
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 9
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 9
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 9
Windham Capital Management, LLC 9
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 9
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 9
Raiff Partners Inc 9
Virtus Wealth Solutions LLC 9
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 9
Corepath Wealth Partners Llc 9
Strategic Financial Partners, Ltd. 9
Paracle Advisors, LLC 9
Miller/howard High Income Equity Fund 9
Conservest Capital Advisors, Inc. 9
Capital & Planning, Llc 9
WIP - SPDR SERIES TRUST - SPDR(R) FTSE International Government Inflation-Protected Bond ETF 9
Westerkirk Capital Inc. 9
Arrowgrass Capital Partners Llp 9
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 9
Cunning Capital Partners, LP 9
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 9
Good Steward Wealth Advisors,LLC 9
Eminence Capital, Lp 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 9
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 9
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 9
Susquehanna International Securities, Ltd. 9
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 9
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 9
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 9
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 9
Kinsight, LLC 9
ROBAX - Investment Managers Series Trust - Robinson Tax Advantaged Income Fund Class A Shares 9
CCSB - Tidal Trust II - Carbon Collective Short Duration Green Bond ETF 9
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 9
Welch Capital Partners Llc/ny 9
JD Financial Services Inc. 9
Tallon Kerry Patrick 9
Efficient Frontier Advisors LLC 9
Ridgepath Capital Management LLC 9
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 9
Constant Guidance Financial LLC 9
Seaside Wealth Management, Inc. 9
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 9
MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M 9
TSA Wealth Managment LLC 9
Signature Wealth Management Partners, LLC 9
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 9
First Financial Group Corp 9
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 9
Trust CO of the Ozarks 9
Capstone Financial Group, Inc. 9
Monetta Financial Services Inc 9
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 9
United Maritime Capital Llc 9
Freemont Management S.A. 9
Alpha Family Trust 9
Red Wave Investments LLC 9
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 9
Ignis Investment Services Ltd 9
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 9
RiverNorth Opportunistic Municipal Income Fund, Inc. 9
Adams Chetwood Wealth Management LLC 9
FLIA - Franklin Templeton ETF Trust - Franklin Liberty International Aggregate Bond ETF 9
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 9
JAESX - James Alpha Funds Trust - James Alpha Event Driven Fund Class R6 9
Stratford Consulting, LLC 9
ClearAlpha Technologies LP 9
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 9
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 9
Pettee Investors, Inc. 9
Palestra Capital Management LLC 9
American Funds Fundamental Investors 9
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 9
Leeward Financial Partners, LLC 9
Weitzel Financial Services, Inc. 9
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 9
Sound Shore Management Inc /ct/ 9
Brooktree Capital Management 9
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 9
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 9
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 9
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 9
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 9
Telluride Asset Management LLC 9
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 9
PRGMX - T. Rowe Price GNMA Fund, Inc. - T. Rowe Price GNMA Fund 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 9
VELA Funds - VELA Small Cap Fund Class I 9
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 9
Nautilus Advisors LLC 9
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 9
Boston Research & Management Inc 9
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 9
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 9
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 9
Maxi Investments CY Ltd 9
Oppenheimer Dividend Opportunity Fund 9
Rahlfs Capital, Llc 9
MFS VARIABLE INSURANCE TRUST III - MFS Inflation-Adjusted Bond Portfolio Initial Class 9
Ares Dynamic Credit Allocation Fund, Inc. 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 9
MEMBERS Trust Co 9
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 9
Sylvest Advisors, LLC 9
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 9
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 9
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 9
Abeille Asset Management Sa 9
Montgomery Street Income Securities, Inc 9
Auour Investments LLC 9
Lorne Steinberg Wealth Management Inc. 9
Heron Financial Group, Llc 9
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 9
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 9
Cherokee Insurance Co 9
Stack Financial Management, Inc 9
Sloane Robinson LLP 9
Coho Partners, Ltd. 9
Lantern Wealth Advisors, LLC 9
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 9
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 9
Mosaic Financial Partners, Inc. 9
Muhlenkamp & Co Inc 9
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 9
TOWER TRUST & INVESTMENT Co 9
Gemsstock Ltd. 9
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 9
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 9
Dominick & Dominick LLC 9
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 9
Windsor Advisory Group, LLC 9
Pfc Capital Group, Inc. 9
Corrigan Financial, Inc. 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 9
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 9
Saratoga Research & Investment Management 9
OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class 9
Intrinsic Edge Capital Management LLC 9
Vanguard Money Market Reserves 9
Legacy Advisory Services, LLC 9
Covea Finance 9
Waterstone Capital Management, L.P. 9
Maxwell Wealth Strategies Inc. 9
FCG Investment Co 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 9
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 9
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 9
Northern Financial Advisors Inc 9
IYVAX - IVY FUNDS - Ivy Value Fund Class A 9
Fs Multi-alternative Income Fund 9
Quintet Private Bank (Europe) S.A. 9
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 9
Brown Shipley& Co Ltd 9
Bank Of Edwardsville 9
Amcap Fund 9
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 9
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 9
Up Strategic Wealth Investment Advisors Llc 9
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Schwerin Boyle Capital Management Inc 9
Allodium Investment Consultants, LLC 9
Cognios Capital, LLC 9
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 9
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 9
RCS Financial Planning, LLC 9
Nestegg Advisors, Inc. 9
Tandem Financial, LLC 9
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 9
AGH Wealth Advisors, LLC 9
Mrj Capital Inc 9
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 9
SLT Holdings LLC 9
Capital Investment Services of America, Inc. 9
Northern Institutional Funds 9
Oppenheimer International Equity Fund 9
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 9
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 9
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 9
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 9
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 9
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 9
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 9
Corient IA LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 9
Alliancebernstein National Municipal Income Fund 9
Blackrock Muniyield Quality Fund, Inc. 9
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 9
Tourbillon Capital Partners, L.P. 9
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 9
LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A 9
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 9
Hutchens & Kramer Investment Management Group, LLC 9
Mainstay Definedterm Municipal Opportunities Fund 9
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 9
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 9
VanEck Funds 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 9
Eagle Bluffs Wealth Management LLC 9
Yoffe Investment Management, LLC 9
Blue Sky Capital Consultants Group, Inc. 9
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 9
Orchard Capital Managment, LLC 9
Evanston Investments, Inc., dba Evanston Advisors 9
IBDK - iSHARES TRUST - iShares iBonds Dec 2019 Term Corporate ETF 9
Lewis Asset Management, LLC 9
Paradigm Capital Management Inc/ny 9
Myriad Asset Management Ltd. 9
Panoramic Investment Advisors, Llc 9
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 9
Crestmont Private Wealth LLC 9
Greenlight Capital Inc 9
Robertson Stephens Advisors Llc 9
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 9
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 9
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 9
Partners in Financial Planning 9
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 9
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 9
UBPIX - Profunds - Ultralatin America Profund Investor Class 9
Patriot Financial Partners Lp 9
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 9
Broderick Brian C 9
Pelham Global Financials Ltd 9
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 9
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 9
Note Advisors, LLC 9
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 9
Mainstream Capital Management LLC 9
DWM Financial Group, Inc. 9
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 9
Financial & Investment Management Group Ltd 9
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 9
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class 9
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 9
Shotwell Rutter Baer Inc 9
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 9
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 9
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 9
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 9
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 9
Lmp Capital & Income Fund Inc. 9
PacWest Financial Management Inc 9
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 9
Hidden Cove Wealth Management, LLC 9
Bolton Lp 9
IRBA - LITMAN GREGORY FUNDS TRUST - iMGP RBA Responsible Global Allocation ETF 9
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 9
Aurora Financial Advisors, Llc 9
Peconic Partners Llc 9
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 9
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 9
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 9
American Investment Services, Inc. 9
Newtyn Management, LLC 9
Chubb Corp 9
Trinity Financial Advisors LLC 9
First Trust/aberdeen Global Opportunity Income Fund 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
Fiduciary Management Inc /wi/ 9
Trust For Advisor Solutions 9
MDE Group 9
Prudential Short Duration High Yield Fund, Inc. 9
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 9
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 9
Manikay Partners, LLC 9
OneAscent Family Office, LLC 9
Brave Warrior Advisors, LLC 9
Silver Bridge Capital Management LLC 9
Keeler & Nadler Financial Planning & Wealth Management 9
AdvicePeriod, LLC 9
Kovitz Investment Group, LLC 9
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 9
Check Capital Management Inc/ca 9
GURU - Global X Funds - Global X Guru Index ETF 9
Clark Financial Services Group Inc /bd 9
Graybill Bartz & Assoc Ltd 9
Signia Capital Management Llc 9
DDFG, Inc 9
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 9
Jacobsen Capital Management 9
Integrated Capital Management, LLC 9
Blue Rock Wealth Management LLC 9
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 9
Flaherty & Crumrine Inc 9
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 9
Allianz Life Insurance Co Of North America 9
Ares Management Llc 9
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 9
Independence Trust CO 9
ICICI Prudential Asset Management Co Ltd 9
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 9
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 9
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 9
Arkansas Financial Group, Inc. 9
MNWAX - MFS SERIES TRUST X - MFS Managed Wealth Fund A 9
Garrison Asset Management, LLC 9
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 9
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 9
Southpoint Capital Advisors LP 9
Gabelli Convertible & Income Securities Fund Inc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 9
Independence Capital Asset Partners, LLC 9
Lone Pine Capital Llc 9
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 9
Elyxium Wealth, LLC 9
Ascension Asset Management LLC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 9
Altrinsic Global Advisors Llc 9
Inlight Wealth Management, LLC 9
Beaton Management Co. Inc. 9
Barden Capital Management, Inc. 9
Fingerlakes Wealth Management, Inc. 9
Lathrop Investment Management Corp 9
Phase 2 Partners, LLC 9
Black Cypress Capital Management, LLC 9
Leonard Rickey Investment Advisors P.L.L.C. 9
QSV Equity Investors LLC 9
Eagle Capital Management Llc 9
Vestment Financial LLC 9
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 9
Spence Asset Management 9
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 9
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 9
Agate Pass Investment Management, LLC 9
NF Trinity Capital (Hong Kong) Ltd 9
Vetamer Capital Management, L.p. 9
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 9
EFG Asset Management (North America) Corp. 9
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 9
4wealth Advisors, Inc. 9
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 9
Steigerwald, Gordon & Koch Inc. 9
Pimco California Municipal Income Fund Ii 9
Brooklands Fund Management Ltd 9
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 9
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 9
Orca Investment Management, LLC 9
PL Capital, LLC 9
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 9
Jmac Enterprises Llc 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 9
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 9
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 9
LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF 9
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 9
Arcadia Wealth Management, Inc. 9
Nuveen High Income 2020 Target Term Fund 9
Topel & Distasi Wealth Management, LLC 9
Pimco Municipal Income Fund Iii 9
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 9
STPZ - PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 9
SGL Investment Advisors, Inc. 9
Priebe Wealth Holdings LLC 9
Hoertkorn Richard Charles 9
Stewart & Patten Co Llc 9
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 9
Fairfax Financial Holdings Ltd/ Can 9
Fortress Financial Group, Llc 9
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 9
Bridge City Capital, LLC 9
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 9
Sender Co & Partners, Inc. 9
Compass Financial Advisors Llc 9
IOO - iSHARES TRUST - iShares Global 100 ETF 9
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 9
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 9
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 9
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 9
York Capital Management Global Advisors, LLC 9
Bingham Private Wealth, Llc 9
Md Sass Investors Services Inc 9
EdgePoint Investment Group Inc. 9
Ratan Capital Management LP 9
Fulcrum Capital LLC 9
Zimmer Partners, LP 9
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 9
Cohen & Steers Closed-end Opportunity Fund, Inc. 9
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 9
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 9
Moab Capital Partners LLC 9
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 9
General Money Market Fund Inc 9
First Farmers & Merchants Bank / Trust 9
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 9
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 9
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 9
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 9
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 9
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 9
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 9
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 9
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 9
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 9
BHR Capital LLC 9
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 9
AAEMX - ALGER FUNDS II - Alger Emerging Markets Fund Class A 9
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF 9
CM Management, LLC 9
Scharf Investments, Llc 9
waypoint wealth counsel 9
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 9
Grassi Investment Management 9
Brinton Eaton, Llc 9
Wealth Management Solutions, LLC 9
Nuveen Global Income Opportunities Fund 9
Heathbridge Capital Management Ltd. 9
Nearwater Capital Markets, Ltd 9
Deane Retirement Strategies, Inc. 9
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 9
Lombard Odier & Cie (Bahamas) Ltd 9
Essex Private Wealth Management, LLC 9
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 9
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF 9
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares 9
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 9
JAEAX - SARATOGA ADVANTAGE TRUST - James Alpha Event Driven Portfolio Class A Shares 9
Fortress Wealth Group, LLC 9
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 9
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 9
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 9
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 9
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 9
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 9
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 9
General New York Amt-free Municipal Money Market Fund 9
Lederer & Associates Investment Counsel/ca 9
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 9
Delta Accumulation, LLC 9
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 9
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 9
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 9
Foundation Wealth Management, LLC 9
Nan Shan Life Insurance Co., Ltd. 9
Avenue 1 Advisors, LLC 9
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 9
Consilio Wealth Advisors, Llc 9
Hilltop Partners LLC 9
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 9
Lummis Asset Management, LP 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 9
Marex Group plc 9
Stordahl Capital Management, Inc. 9
Sessa Capital IM, L.P. 9
Dfa Investment Dimensions Group Inc - Dfa Ny Municipal Bond Portfolio Institutional Class 9
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 9
Bronson Point Management LLC 9
American Assets Inc 8
Bulldog Investors, LLP 8
Carlyle Group Inc. 8
Temasek Holdings (Private) Ltd 8
Dow Chemical Co /de/ 8
Integrated Core Strategies (us) Llc 8
Bamco Inc /ny/ 8
PFM Health Sciences, LP 8
Blue Ridge Capital, L.L.C. 8
Daruma Capital Management Llc 8
Elk Creek Partners, LLC 8
Meritage Group LP 8
FJ Capital Long/Short Equity Fund 8
King Street Capital Management, L.p. 8
Steadfast Advisors Lp 8
Elliott Management Corporation 8
Polen Capital Management Llc 8
Puzo Michael J 8
Hutchens Investment Management Inc 8
Matthews International Capital Management Llc 8
Capital Counsel Llc/ny 8
Gray Financial Group /ga /adv /adv 8
Tmd & Associates, Inc 8
Kayne Anderson Capital Advisors Lp 8
Rbo & Co Llc 8
Cincinnati Insurance Co 8
R. G. Niederhoffer Capital Management Inc 8
Seminole Management Co., Inc. 8
Keating Investment Counselors Inc 8
Nichols & Pratt Advisers Llp /ma 8
Cleary Gull Holdings Inc. 8
Parthenon Llc 8
Shaker Financial Services, LLC 8
Concourse Capital Management, LLC 8
Usa Mutuals Advisors, Inc. 8
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 8
Scepter Holdings, Inc. 8
Sprucegrove Investment Management Ltd 8
Security National Bank Of So Dak 8
Dillon & Associates Inc 8
Mork Capital Management, LLC 8
Liberty Street Advisors, Inc. 8
Somerset Group LLC 8
Global Thematic Partners, LLC 8
Stellar Capital Management, LLC 8
Chou Associates Management Inc. 8
Baskin Financial Services Inc. 8
Birmingham Capital Management Co Inc/al 8
Horan Capital Management 8
Locust Wood Capital Advisers, LLC 8
Tiedemann Trust Co 8
Quadrant Capital Management, LLC 8
Brookmont Capital Management 8
Muzinich & Co., Inc. 8
C WorldWide Group Holding A/S 8
Radcliffe Capital Management, L.P. 8
Regis Management CO LLC 8
Cushing Asset Management, Lp 8
Charlemagne Capital Ltd 8
TIG Advisors, LLC 8
Rit Capital Partners Plc 8
Security National Bank Of Sioux City Iowa /ia/ 8
Taylor Frigon Capital Management LLC 8
Salem Capital Management Inc 8
Menlo Advisors Llc 8
Lincoln Capital LLC 8
AMG Funds LLC 8
Norman Fields, Gottscho Capital Management, LLC 8
Van Cleef Asset Management,Inc 8
Stillwater Investment Management, LLC 8
Otter Creek Management Inc 8
Magellan Asset Management Ltd 8
Boussard & Gavaudan Investment Management LLP 8
Emerson Investment Management, Llc 8
Ws Management Lllp 8
Yacktman Asset Management Lp 8
INCA Investments LLC 8
Greystone Managed Investments Inc. 8
Gibson Capital, LLC 8
Stonebridge Capital Management Inc 8
Professional Advisory Services Inc 8
HT Partners LLC 8
Gyrus Investment Management Inc. 8
Somerville Kurt F 8
Kidder Stephen W 8
Breithorn Capital Management 8
Argus Investors' Counsel, Inc. 8
Charter Research & Investment Group, Inc. 8
Strategic Value Investors LP 8
Hefren-Tillotson, Inc. 8
Delphi Financial Group, Inc. 8
Elefante Michael B 8
Aston Asset Management, LLC 8
Marshall & Sullivan Inc /wa/ 8
Telemark Asset Management, LLC 8
Rockshelter Capital Management Llc 8
Princeton Portfolio Strategies Group LLC 8
Suvretta Capital Management, Llc 8
Prosiris Capital Management LP 8
Atika Capital Management LLC 8
Sapphire Star Partners LP 8
QFR Capital Management, L.P. 8
Hall Kathryn A. 8
Eachwin Capital, Lp 8
Eos Management, L.P. 8
Tyrus Capital S.A.M. 8
Mark Asset Management Lp 8
Highmount Capital, LLC 8
Wisconsin Capital Management Llc 8
Alpine Associates Advisors 8
Harbert Fund Advisors, Inc. 8
Wilson, Kemp & Associates, Inc. 8
Bankers Trust Co 8
Formula Growth Ltd 8
Front Street Capital Management, Inc. 8
Five Oceans Asset Management LTD 8
Vector Wealth Management, Llc 8
Arthur M. Cohen & Associates, Llc 8
Jentner Corp 8
Millburn Ridgefield Corp 8
Asset Planning Services Inc /la/ /adv 8
Courant Investment Management LLC 8
Crawford Lake Capital Management, LLC 8
Security Asset Management 8
Blueport Capital, L.P. 8
Alpine Group Usvi, Llc 8
Long Focus Capital Management, Llc 8
Pratt Collard Advisory Partners LLC 8
Invesco Municipal Income Opportunities Trust 8
Aim Treasurers Series Trust (invesco Treasurer's Series Trust) 8
Invesco High Income 2023 Target Term Fund 8
Dreyfus Municipal Bond Infrastructure Fund, Inc. 8
Investors Cash Trust 8
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 8
Blackrock Floating Rate Income Strategies Fund, Inc. 8
Allianzgi Convertible & Income Fund Ii 8
Allianzgi Convertible & Income Fund 8
Dreyfus Amt-free Municipal Cash Management Plus 8
Dreyfus Amt-free New York Municipal Cash Management 8
Dreyfus Tax Exempt Cash Management Funds 8
Nuveen High Income November 2021 Target Term Fund 8
Gabelli Go Anywhere Trust 8
Stock Portfolio - Stock Portfolio 8
Gabelli Global Utility & Income Trust 8
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 8
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 8
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 8
Templeton Global Income Fund 8
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 8
Pimco California Municipal Income Fund Iii 8
Pimco California Municipal Income Fund 8
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 8
CFIMX - Clipper Funds Trust - Clipper Funds Trust 8
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 8
Alight Series Trust 8
Dreyfus Liquid Assets, Inc 8
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 8
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 8
General Municipal Money Market Funds Inc 8
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 8
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 8
Oppenheimer Equity Income Fund 8
Retirement Series Trust 8
Ready Assets Government Liquidity Fund 8
Funds For Institutions Series 8
Master Institutional Money Market Llc 8
Blackrock Muniassets Fund, Inc. 8
Morgan Stanley Institutional Liquidity Funds 8
Satuit Capital Management Trust 8
Cash Account Trust 8
Blackrock Liquidity Funds 8
Vanguard Morgan Growth Fund 8
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 8
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 8
Putnam Money Market Fund 8
Wakefield Alternative Series Trust 8
Virtus Total Return Fund 8
Crow Point Global Dividend Plus Fund 8
Salient Private Client, Llc 8
Freedom Day Solutions, LLC 8
AMS Capital Ltda 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
Melqart Asset Management (uk) Ltd 8
Silverleafe Capital Partners, LLC 8
Strategic Capital Advisers, Inc. 8
Probabilities Fund Management, LLC 8
Wells Trecaso Financial Group, LLC 8
Hartford Funds Management Co LLC 8
Angel Oak Strategic Credit Fund 8
Landmark Bank 8
Benchmark Financial Wealth Advisors, LLC 8
Hurlow Wealth Management Group, Inc. 8
One68 Global Capital, LLC 8
Hillcrest Wealth Advisors - NY, LLC 8
Galibier Capital Management Ltd. 8
Integrated Capital Management, Inc. 8
Tech Square Trading Lp 8
Rwc Asset Advisors (us) Llc 8
Bain Capital Public Equity Management Ii, Llc 8
Campbell Capital Management Inc 8
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 8
Mount Vernon Securities Lending Trust 8
Guggenheim Equal Weight Enhanced Equity Income Fund 8
Purisima Funds 8
Ubs Rma Money Fund Inc 8
Delta Financial Advisors Llc 8
Mfs Intermarket Income Trust I 8
CLACX - ADVISORONE FUNDS - CLS Global Aggressive Equity Fund Class N Shares 8
GTAWX - GLENMEDE FUND INC - Short Term Tax Aware Fixed Income Portfolio 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 8
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 8
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 8
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 8
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 8
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 8
Jnl Series Trust - Jnl/wmc Value Fund (a) 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 8
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 8
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 8
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 8
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 8
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 8
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 8
SRAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Real Return Fund Class F 8
MGGAX - Natixis Funds Trust I - Mirova Global Green Bond Fund Class A 8
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 8
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 8
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 8
GPICX - GPS Funds II - GuidePath(R) Conservative Income Fund 8
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 8
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 8
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 8
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 8
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 8
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 8
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 8
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 8
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 8
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 8
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 8
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 8
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 8
SLTMX - VIRTUS ASSET TRUST - Virtus Seix U.S. Mortgage Fund Class A 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 8
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 8
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 8
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 8
MFPAX - MFS MUNICIPAL SERIES TRUST - MFS Pennsylvania Municipal Bond Fund A 8
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 8
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 8
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 8
DLLDX - DoubleLine Funds Trust - DoubleLine Long Duration Total Return Bond Fund Class N 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 8
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 8
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 8
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 8
OEF - iSHARES TRUST - iShares S&P 100 ETF 8
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 8
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 8
MINCX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA STRATEGIC INCOME FUND Institutional Class Shares 8
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 8
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 8
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 8
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 8
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund 8
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 8
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 8
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 8
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 8
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 8
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 8
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 8
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 8
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 8
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 8
ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A 8
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 8
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 8
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 8
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 8
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 8
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 8
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 8
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 8
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 8
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 8
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 8
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 8
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 8
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 8
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 8
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 8
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 8
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 8
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 8
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 8
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 8
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 8
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 8
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 8
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 8
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 8
SDBNX - SCHRODER SERIES TRUST - Schroder Short Duration Bond Fund Investor Shares 8
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A 8
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 8
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 8
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 8
Dfa Investment Trust Co - The Continental Small Company Series 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA World ex U.S. Government Fixed Income Portfolio Institutional Class 8
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 8
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A 8
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 8
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 8
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 8
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 8
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 8
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 8
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 8
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 8
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 8
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 8
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 8
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 8
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 8
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 8
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 8
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 8
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 8
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 8
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 8
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 8
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 8
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 8
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 8
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 8
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 8
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 8
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 8
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 8
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 8
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 8
HMJAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Short Duration Fund Class A 8
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 8
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 8
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 8
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 8
PRTBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Short-Term Treasury Portfolio Class I 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 8
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 8
ABIAX - AB TRUST - AB International Value Fund Class A 8
Arkfeld Wealth Strategies, L.L.C. 8
MMBMX - BNY MELLON FUNDS TRUST - BNY Mellon Massachusetts Intermediate Municipal Bond Fund Class M Shares 8
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 8
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 8
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 8
PRULX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Long-Term Fund 8
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 8
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 8
RRPAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Real Return Fund - Class A 8
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 8
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 8
FIBPX - Federated Managed Pool Series - Federated International Bond Strategy Portfolio 8
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 8
VCBCX - VALIC Co I - Blue Chip Growth Fund 8
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 8
JHGEX - John Hancock Funds II - Global Equity Fund Class A 8
Benchmark Wealth Management, LLC 8
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 8
BKF - iShares, Inc. - iShares MSCI BRIC ETF 8
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 8
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 8
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 8
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 8
Insight Folios Inc 8
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 8
Arbor Trust Wealth Advisors, Llc 8
VAUGHAN & Co SECURITIES, INC. 8
Legacy Wealth Partners, Inc. 8
AllianzGI Artificial Intelligence & Technology Opportunities Fund 8
Verde Capital Management 8
Copperleaf Capital, LLC 8
DCF Advisers, LLC 8
HC Advisors, LLC 8
Ameraudi Asset Management, Inc. 8
Hillman Capital Management, Inc. 8
No Street GP LP 8
Davidson Trust Co 8
DELAWARE VIP TRUST - Delaware VIP International Series Standard 8
DWAW - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM All Cap World ETF 8
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 8
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 8
Stolper Co 8
Davidson Capital Management Inc. 8
Lansdowne Partners Limited Partnership 8
Willow Street Advisors LLC 8
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 8
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 8
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 8
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 8
SNUG - Alpha Architect ETF Trust - Merlyn.AI Tactical Growth and Income ETF 8
WIZ - Alpha Architect ETF Trust - Merlyn.AI Bull-Rider Bear-Fighter ETF 8
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 8
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 8
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 8
MUNIX - MUTUAL FUND SERIES TRUST - AlphaCentric Municipal Opportunities Fund Class I 8
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 8
RiverNorth Flexible Municipal Income Fund, Inc. 8
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 8
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 8
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 8
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 8
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF 8
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 8
MPIFX - Gallery Trust - MONDRIAN INTERNATIONAL GOVERNMENT FIXED INCOME FUND 8
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 8
Arrow Investments Trust - Arrow Dogs of the World ETF 8
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 8
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 8
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 8
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 8
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 8
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 8
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 8
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class 8
Ambs Investment Counsel Llc 8
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 8
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 8
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 8
ONE Advisory Partners, LLC 8
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 8
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 8
David J Yvars Group 8
Blossom Wealth Management 8
B, B, H, & B Inc. 8
Citadel Investment Advisory, Inc. 8
Alpha Omega Group, Inc. 8
Wd Rutherford Llc 8
Midwest Wealth Management Inc. 8
Arctis Global LLC 8
Privium Fund Management (UK) Ltd 8
Wealth Dimensions Group, Ltd. 8
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 8
Ewing Morris & Co. Investment Partners Ltd. 8
VELA Funds - VELA Large Cap 130/30 Fund Class I 8
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 8
Investment Advisory Services Inc /tx /adv 8
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 8
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 8
Camden National Corp 8
Hudson Portfolio Management LLC 8
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 8
RiverNorth Flexible Municipal Income Fund II, Inc. 8
Cardinal Point Wealth Management LLC 8
Financial Consulate Inc. 8
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 8
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 8
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 8
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 8
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 8
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 8
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 8
Kercheville Advisors, LLC 8
EMG Holdings, L.P. 8
FSTDX - FIDELITY SALEM STREET TRUST - Fidelity Series 5+ Year Inflation-Protected Bond Index Fund 8
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 8
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 8
DBK Financial Counsel, LLC 8
Ardent Capital Management, Inc. 8
Surience Private Wealth Llc 8
Scott Capital Advisors, LLC 8
Vahanian & Associates Financial Planning Inc. 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Helios Capital Management Pte. Ltd 8
Cross Staff Investments Inc 8
Pine Haven Investment Counsel, Inc 8
FRG Family Wealth Advisors LLC 8
NTB Financial Corp 8
Unionview, Llc 8
Wulff, Hansen & Co. 8
Mendel Capital Management LLC 8
Gibson Wealth Advisors LLC 8
Concorde Financial Corp 8
Future Fund LLC 8
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 8
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 8
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 8
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 8
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 8
Oaktree Diversified Income Fund Inc. 8
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 8
Capstone Wealth Management Group, Llc 8
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 8
Ledge Wealth Management, Inc. 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 8
RiverNorth Managed Duration Municipal Income Fund II, Inc. 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 8
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 8
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 8
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 8
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 8
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 8
Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio 8
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 8
Investidor Profissional Gestao de Recursos Ltda. 8
DIVD - EA Series Trust - Altrius Global Dividend ETF 8
Shira Ridge Wealth Management 8
Catalyst Wealth Management, LLC 8
SP Asset Management LLC 8
Watershed Private Wealth Llc 8
Heritage Wealth Partners, LLC 8
Dominguez Wealth Management Solutions, Inc. 8
Sonoma Private Wealth LLC 8
LMG Wealth Partners, LLC 8
Capital Group Investment Management Pte. Ltd. 8
Talisman Wealth Advisors LLC 8
Beacon Financial Planning, Inc 8
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 8
FIAX - Tidal Trust II - Nicholas Fixed Income Alternative ETF 8
Reframe Wealth, Llc 8
Resolute Wealth Strategies, LLC 8
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 8
GMBZX - GuideStone Funds - Impact Bond Fund Investor 8
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 8
Myecfo, Llc 8
RAM Investment Partners, LLC 8
Main Line Retirement Advisors, LLC 8
Rappaport Reiches Capital Management, LLC 8
TINAX - Investment Managers Series Trust II - AXS Tactical Income Fund Class A Shares 8
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 8
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 8
Slocum, Gordon & Co LLP 8
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 8
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 8
Morton Capital Management LLC/CA 8
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 8
StoneCrest Wealth Management, Inc. 8
OxenFree Capital LLC 8
DORVAL Corp 8
Objectivity Squared, LLC 8
NorthStar Asset Management LLC /NJ/ 8
Robinson Smith Wealth Advisors Llc 8
Eaton-Cambridge Inc. 8
Zega Financial, LLC 8
Kuhn & Co Investment Counsel 8
Taylor Financial Group, Inc. 8
Prospect Financial Services LLC 8
Landmark Wealth Management, Inc. 8
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 8
Cove Private Wealth, LLC 8
Yeomans Consulting Group, Inc. 8
Granite Group Advisors, LLC 8
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 8
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 8
Davies Financial Advisors, Inc. 8
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 8
Horizon Advisory Services, Inc. 8
Wealth Group, Ltd. 8
Twin City Private Wealth, Llc 8
RW Investment Management LLC 8
Raelipskie Partnership 8
Fairfield Financial Advisors, LTD 8
Carrhae Capital LLP 8
Black Point Wealth Management 8
FreeGulliver LLC 8
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 8
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 8
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 8
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 8
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 8
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 8
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 8
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 8
One Wealth Capital Management, Llc 8
MFA Wealth Services 8
Verus Wealth Management, Llc 8
M Wealth Management, LLC 8
Archer Investment Management, LLC 8
Flavin Financial Services, Inc. 8
Fairvoy Private Wealth, LLC 8
Silphium Asset Management Ltd 8
Brueske Advisory Services, LLC 8
Hickory Point Bank & Trust 8
Chung Wu Investment Group, LLC 8
Cushing Capital Partners, LLC 8
May Barnhard Investments LLC 8
Clarity Wealth Development LLC 8
SageOak Financial, LLC 8
Moment Partners, LLC 8
Broadway Wealth Solutions, Inc. 8
Potomac Fund Management Inc /adv 8
Astra Wealth Partners LLC 8
Entruity Wealth, LLC 8
Kane Investment Management, Inc. 8
Triglav Skladi, D.o.o. 8
ADAPT Investment Managers SA 8
Strive Asset Management, LLC 8
Castlekeep Investment Advisors Llc 8
City National Bank Of Florida /msd 8
Breakthru Advisory Services, Llc 8
McMill Wealth Management 8
Sunbeam Capital Management, LLC 8
RedJay Asset Management Inc. 8
Brucke Financial, Inc. 8
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 8
Bannerman Wealth Management Group, Llc 8
Silver Oak Wealth Advisors Services, Llc 8
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 8
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 8
LODI - ETF Series Solutions - AAM SLC Low Duration Income ETF 8
Cooper Capital Advisors LLC 8
Clg Llc 8
Horizon Funds - HORIZON EXPEDITION PLUS ETF 8
Capstone Wealth Management Group LLC 8
Ptm Wealth Management, Llc 8
Infinity Wealth Counsel, LLC 8
S-Bank Fund Management Ltd 8
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 8
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 8
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 8
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 8
Wealth Advisory Team LLC 8
ABN AMRO Bank N.V. 8
Sagard Holdings Management Inc. 8
PBTP - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta 0-5 Yr US TIPS ETF 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP DFA Multi-Strategy Fund 7
NAVAX - Northern Lights Fund Trust - Navigator Equity Hedged Fund Class A Shares 7
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 7
Train Babcock Advisors Llc 7
Magee Thomson Investment Partners Llc 7
Carl Domino Inc 7
Jackson Park Capital, Llc 7
Mindset Wealth Management, Llc 7
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 7
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 7
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 7
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 7
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 7
Putnam Fund For Growth & Income 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 7
Cannon Wealth Management Services, LLC 7
Blackrock Cori Funds 7
Evelyn Partners Investment Management Services Ltd 7
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 7
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 7
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 7
Cornerstone Capital, Inc. 7
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 7
Compass Financial Group, Inc. 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 7
Uhlmann Price Securities, Llc 7
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 7
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 7
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 7
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 7
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 7
Capital Management Associates, Inc 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 7
GVAL - Cambria ETF Trust - Cambria Global Value ETF 7
Summit Partners Public Asset Management, Llc 7
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 7
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 7
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 7
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 7
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 7
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 7
Beckerman Institutional, LLC 7
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 7
Midwest Investment Management Llc 7
BCS Private Wealth Management, Inc. 7
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 7
Banyan Capital Management, Inc. 7
AJ Advisors, LLC 7
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 7
Financial Architects, LLC 7
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 7
PayPay Securities Corp 7
Old North State Wealth Management, LLC 7
Peirce Capital Management, LLC 7
EMIPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Breakout Nations Portfolio Class I 7
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 7
Axecap Investments, LLC 7
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 7
ZEMRX - AMERICAN BEACON FUNDS - American Beacon Ninety One Emerging Markets Equity Fund R6 Class 7
CHB Investment Group, LLC 7
BetterWealth, LLC 7
Hc Financial Advisors, Inc. 7
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 7
Arrow Investments Trust - Arrow DWA Country Rotation ETF 7
Sentry LLC 7
Wynn Capital, LLC 7
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 7
Tilson Financial Group, Inc. 7
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 7
Opinicus Capital, Inc. 7
Matterhorn Capital Management, LLC 7
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 7
Two Creeks Capital Management, LP 7
Bardin Hill Management Partners Lp 7
CPR Investments Inc. 7
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF 7
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 7
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 7
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 7
Federated Mdt Large Cap Value Fund 7
Altus Wealth Management, LLC 7
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 7
Sona Asset Management (us) Llc 7
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 7
Aubrey Capital Management Ltd 7
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 7
Power Wealth Management Llc 7
MayTech Global Investments, LLC 7
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 7
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 7
Bell & Brown Wealth Advisors, Llc 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
Yale University 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
Yukon Wealth Management, Inc. 7
FVC - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Dynamic Focus 5 ETF 7
One Degree Advisors Inc 7
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 7
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 7
ROPE - EA Series Trust - Coastal Compass 100 ETF 7
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 7
Limestone Value Partners, LLC 7
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 7
Greater Midwest Financial Group, LLC 7
Northstar Capital Management Llc 7
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 7
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 7
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 7
Oldfather Financial Services, LLC 7
Cim, Llc 7
TCW ETF Trust - TCW Multisector Credit Income ETF 7
Marshall Financial Group Inc /adv 7
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 7
Lumina Fund Management LLC 7
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 7
Farrow Financial Inc. 7
Alecta Pensionsforsakring, Omsesidigt 7
Anthracite Investment Company, Inc. 7
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 7
Unio Capital LLC 7
MA Private Wealth 7
Moon Capital Management Lp 7
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 7
New Century Investment Management, Inc 7
Fortitude Financial, LLC 7
Ndwm Llc 7
Howard Capital Management 7
Ted Buchan & Co 7
Acorn Creek Capital Llc 7
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 7
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 7
Hrc Wealth Management, Llc 7
SCP Investment, LP 7
Hitchwood Capital Management LP 7
Highland Global Allocation Fund 7
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 7
Longview Financial Advisors, Inc. 7
Eschler Asset Management LLP 7
TRH Financial, LLC 7
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 7
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 7
Lawson Kroeker Investment Management Inc/ne 7
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 7
PXAIX - PIMCO FUNDS - PIMCO Multi-Strategy Alternative Fund Institutional 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 7
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 7
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 7
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 7
Terra Nova Asset Management LLC 7
Wimmer Associates 1, Llc 7
Heritage Wealth Architects, Inc. 7
OPTIMAS CAPITAL Ltd 7
C2C Wealth Management, LLC 7
Bernicke Wealth Management, Ltd. 7
Ping Capital Management, Inc. 7
Aft, Forsyth & Sober, LLC 7
Platinum Management (NY) LLC 7
Allie Family Office LLC 7
Sensato Investors LLC 7
Rollins Financial Advisors, LLC 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 7
Giverny Capital Inc. 7
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 7
XRLX - FundX Investment Trust - FundX Conservative ETF 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
MFSMX - MFS MUNICIPAL SERIES TRUST - MFS Maryland Municipal Bond Fund A 7
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 7
Compass Group Llc 7
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 7
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 7
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 7
SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund 7
LeConte Wealth Management, LLC 7
Bdf-gestion 7
Questar Asset Management, Inc. 7
Ocean Capital Management, LLC 7
Central Securities Corp 7
Global Frontier Investments LLC 7
Global X Japan Co., Ltd. 7
Soapstone Management L.p. 7
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 7
Pacific View Asset Management, Llc 7
Ycg, Llc 7
Swedbank 7
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 7
JMCRX - James Advantage Funds - James Micro Cap Fund 7
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 7
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
Montag & Caldwell, Llc 7
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 7
Herr Investment Group LLC 7
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 7
MACRO Consulting Group 7
Perbak Capital Partners LLP 7
Bennett Associates Wealth Management 7
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 7
OneAscent Investment Solutions LLC 7
Nepc Llc 7
Home Federal Bank Of Tennessee 7
Wealth Forward, LLC 7
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 7
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 7
Hummer Financial Advisory Services Inc 7
CastleArk Alternatives, LLC 7
Atlantic Family Wealth, Llc 7
Patient Capital Management, LLC 7
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 7
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 7
Croft-leominster Inc 7
Clearshares LLC 7
Clarity Wealth Advisors, LLC 7
Viewpoint Capital Management LLC 7
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 7
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 7
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 7
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 7
Hutchens Investment Management Inc 7
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 7
Castle Creek Capital Partners VI, LP 7
Rain Capital Management, LLC 7
BSCE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 USD Emerging Markets Debt ETF 7
ILF - iSHARES TRUST - iShares Latin America 40 ETF 7
Processus Wealth & Capital Management, LLC 7
VanderPol Investments L.L.C. 7
Skyline Advisors, Inc. 7
Hart & Patterson Financial Group Llc 7
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 7
Eggemeyer John M Iii 7
Promethos Capital, LLC 7
Pelham Capital Ltd. 7
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 7
Stokes Capital Advisors, LLC 7
Magnolia Wealth Management, LLC 7
Anb Bank 7
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 7
Rheos Capital Works Inc. 7
Stralem & Co Inc 7
State Farm Mutual Automobile Insurance Co 7
PACIFIC SELECT FUND - International Growth Portfolio Class P 7
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 7
Telemus Investment Management, LLC 7
Cazenove Capital Management Ltd 7
Wendell David Associates Inc 7
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 7
Patriot Financial Partners Iii, L.p. 7
Crosspoint Financial, Llc 7
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 7
Keystone Investors Pte Ltd 7
Disciplined Equity Management, Inc. 7
Boston Mountain Money Management Inc 7
Ssa Swiss Advisors Ag 7
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 7
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 7
Carl Stuart Investment Advisor, Inc 7
ESDIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Select Fund Institutional Class 7
Wood Asset Management Inc 7
Madison Strategic Sector Premium Fund 7
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 7
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 7
Joseph R. Weiss, Llc 7
Perissos Private Wealth Management, LLC 7
Amplify Investments, Llc 7
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 7
Tenon Financial LLC 7
Guerra Pan Advisors, Llc 7
Cvi Holdings, Llc 7
NorthLanding Financial Partners, LLC 7
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 7
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 7
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 7
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 7
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 7
Passumpsic Savings Bank 7
Archon Partners LLC 7
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 7
Lyons Wealth Management, LLC. 7
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 7
Brigade Capital Management, Lp 7
Schwab Charitable Fund 7
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 7
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 7
Laidlaw Group, LLC 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 7
Quadrature Capital LLP 7
TWOEX - TCW FUNDS INC - TCW White Oak Emerging Markets Equity Fund Class I 7
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 7
VCCEX - VALIC Co I - Core Equity Fund 7
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 7
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 7
FPA FUNDS TRUST - FPA International Value Fund 7
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 7
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 7
Herzfeld Caribbean Basin Fund Inc 7
Wealth Management Strategies, Inc. 7
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 7
Ab Government Exchange Reserves 7
First Trust/aberdeen Emerging Opportunity Fund 7
Pinney & Scofield, Inc. 7
Dreyfus Government Cash Management Funds 7
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 7
Spartan Fund Management Inc. 7
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 7
Platinum Investment Management Ltd 7
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 7
SageGuard Financial Group, LLC 7
Stapp Wealth Management, Pllc 7
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7
Cash Trust Series Inc 7
Gramercy Funds Management LLC 7
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 7
Wise Wealth Partners 7
XNAV - FundX Investment Trust - FundX Aggressive ETF 7
1248 Management, LLC 7
Legacy Wealth Planning, LLC 7
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 7
IFC Advisors LLC 7
Watchman Group, Inc. 7
Soros Capital Management Llc 7
CGMFX - CGM TRUST - CGM Focus Fund 7
Long Pond Capital, LP 7
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 7
Independent Family Office, LLC 7
Bernzott Capital Advisors 7
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 7
Trace Wealth Advisors, LLC 7
Buttonwood Financial Group, LLC 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 7
Bolthouse Investments, LLC 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 7
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 7
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 7
Members Capital Advisors Inc 7
Tejara Capital Ltd 7
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 7
VCMDX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Commodity Strategy Fund Admiral Shares 7
LeClair Wealth Partners LLC 7
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 7
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 7
WJ Interests, LLC 7
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class 7
Nuveen Credit Strategies Income Fund 7
Glenhill Advisors Llc 7
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 7
Coco Enterprises, LLC 7
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 7
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 7
Howard Capital Management Group, LLC 7
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 7
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 7
Enzi Wealth 7
Flow State Investments, L.P. 7
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 7
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 7
Moneda S.A. Administradora General de Fondos 7
Canal Insurance CO 7
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 7
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 7
Hyperion Capital Advisors LP 7
Whelan Financial 7
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 7
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 7
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Diversified Fixed Income Portfolio Institutional Class 7
Massar Capital Management, LP 7
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 7
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 7
Midwest Heritage Bank, FSB 7
VAVAX - VALIC Co I - Value Fund 7
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 7
FSTZX - FIDELITY SALEM STREET TRUST - Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund 7
Aware Super Pty Ltd as trustee of Aware Super 7
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 7
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 7
Private Wealth Strategies, L.L.C. 7
Agp Franklin, Llc 7
AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A 7
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 7
Summit Place Financial Advisors, LLC 7
Holcombe Financial, Inc. 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
Templeton & Phillips Capital Management, LLC 7
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 7
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 7
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 7
Managed High Yield Plus Fund Inc 7
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 7
Summit Capital Management Llc 7
Blackrock Income Trust, Inc. 7
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 7
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 7
Generation Capital Management LLC 7
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 7
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
Calvert Sage Fund 7
Mfs Institutional Money Market Portfolio, A Series Of The Mfs Series Trust Xiv 7
Multi-strategy Growth & Income Fund 7
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 7
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 7
Kapstone Financial Advisors LLC 7
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 7
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 7
Lowery Thomas, Llc 7
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 7
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 7
Prudent Man Investment Management, Inc. 7
Cladis Investment Advisory, LLC 7
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 7
Birinyi Associates Inc 7
Warwick Investment Management, Inc. 7
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
SNGVX - Sit U S Government Securities Fund Inc - Sit U S Government Securities Fund Inc 7
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 7
ABVAX - AB TRUST - AB Value Fund Class A 7
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 7
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 7
Bay Capital Advisors, LLC 7
Marks Wealth, LLC 7
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 7
Tandem Wealth Advisors LLC 7
Brickley Wealth Management 7
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 7
Prospect Financial Group LLC 7
Timelo Investment Management Inc. 7
Total Wealth Planning & Management, Inc. 7
Hall Private Wealth Advisors 7
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 7
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 7
Newport Trust Co 7
SVOL - Simplify Exchange Traded Funds - Simplify Volatility Premium ETF 7
NUPAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Class A 7
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 7
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 7
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 7
VLCCX - VALIC Co I - Large Cap Core Fund 7
Oak Ridge Investments Llc 7
Ratio Wealth Group 7
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 7
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 7
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 7
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 7
Grisanti Capital Management LLC 7
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 7
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
Tandem Capital Management Corp /adv 7
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 7
Hawkins Capital L.P. 7
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 7
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 7
Barton Investment Management 7
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 7
NEMDX - Nuveen Managed Accounts Portfolios Trust - Nuveen Emerging Markets Debt Managed Accounts Portfolio Common Shares 7
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 7
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 7
Western Asset Managed High Income Fund Inc. 7
Western Asset Global Partners Income Fund Inc. 7
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 7
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 7
Croban 7
Corvex Management LP 7
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 7
GEMHX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity ex. China Fund Class A Shares 7
Hyperion Partners, LLC 7
FIRS - Tidal Trust III - FIRE Funds(TM) Wealth Builder ETF 7
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 7
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 7
Eastover Investment Advisors LLC 7
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 7
Hofer & Associates. Inc 7
Brady Family Wealth, Llc 7
RELAX - FundX Investment Trust - FundX Conservative Upgrader Fund 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
Novus Advisors, Llc 7
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 7
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 7
Yarbrough Capital, LLC 7
HM Capital Management, LLC 7
Kelly Financial Group Llc 7
Klk Capital Management Llc 7
Tahithromos, L.L.C. 7
Pimco Municipal Income Fund 7
Smead Capital Management, Inc. 7
Wooster Corthell Wealth Management, Inc. 7
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs High Quality Floating Rate Fund Service 7
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 7
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 7
Seven Bridges Advisors LLC 7
Impact Investors, Inc 7
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 7
Solidarilty Wealth, LLC 7
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 7
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 7
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 7
Portland Financial Advisors Inc 7
Boit C F David 7
InTrack Investment Management Inc 7
Resource Consulting Group Inc 7
Sensible Financial Planning & Management, LLC. 7
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 7
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 7
PMG Wealth Management, Inc. 7
Wela Strategies, Inc. 7
KilterHowling LLC 7
United States Steel & Carnegie Pension Fund 7
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 7
FTGC - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Global Tactical Commodity Strategy Fund 7
5T Wealth, LLC 7
EFFE - Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF 7
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 7
FMF - FIRST TRUST EXCHANGE-TRADED FUND V - First Trust Managed Futures Strategy Fund 7
Hudson Value Partners, LLC 7
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 7
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 7
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 7
Biegel & Waller Llc 7
Legg Mason Global Asset Management Variable Trust 7
Consolidated Capital Management, Llc 7
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 7
Cyrus Capital Partners, L.p. 7
Myriad Asset Management US LP 7
Eaton Vance Municipal Bond Fund 7
Phraction Management LLC 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 7
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 7
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 7
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 7
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 7
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 7
Satovsky Asset Management Llc 7
FLTTX - WisdomTree Digital Trust - WisdomTree Floating Rate Treasury Digital Fund N/A 7
Stevard, LLC 7
Solano Wealth Management, Inc. 7
StrongBox Wealth, LLC 7
140 Summer Partners LP 7
BostonPremier Wealth LLC 7
Alua Capital Management LP 7
Nuveen Global Equity Income Fund 7
Putnam High Yield Trust 7
Midwestern Financial, LLC /IA 7
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 7
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 7
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 7
Jones Road Capital Management, L.p. 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 7
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 7
New York Life Investments Alternatives 7
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 7
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 7
Kensington Investment Counsel, LLC 7
EFFIX - UNIFIED SERIES TRUST - Efficient Enhanced Multi-Asset Fund - Class I Shares 7
Hapanowicz & Associates Financial Services, Inc 7
Blockhouse Capital Management Lp 7
Franklin Ltd Duration Income Trust 7
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 7
BBIP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. TIPS 0-5 Year ETF 7
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 7
Efg Capital International Corp. 7
Rubric Capital Management LP 7
Five Pine Wealth Management 7
O'Keefe Stevens Advisory, Inc. 7
Trellis Wealth Advisors LLC 7
Wechter Feldman Wealth Management, Inc. 7
Toews Corp /adv 7
Invenio Wealth Partners Llc 7
Invesco, Llc 7
Share Andrew L. 7
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 7
Edmond De Rothschild (monaco) 7
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 7
EQ ADVISORS TRUST - 1290 VT Low Volatility Global Equity Portfolio Class IB 7
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 7
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 7
John Hancock Current Interest 7
Orca Wealth Management, LLC 7
Humankind Investments LLC 7
Silvia Mccoll Wealth Management, Llc 7
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 7
AAFMAA Wealth Management & Trust LLC 7
Doubleline Income Solutions Fund 7
Marathon Capital Management 7
ALM First Financial Advisors, LLC 7
Northern Capital Management, Inc. 7
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 7
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 7
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 7
Jacksonville Wealth Management, LLC 7
TABR Capital Management, LLC 7
Brown Financial Advisory 7
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 7
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 7
Investment Security Group Inc /co/ /adv 7
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 7
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 7
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 7
Cohen Investment Advisors LLC 7
Lauterbach Financial Advisors, LLC 7
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 7
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 7
Templeton Emerging Markets Income Fund 7
Founders Grove Wealth Partners, Llc 7
ICFSX - ICON FUNDS - ICON Financial Fund Class S 7
Dale Q Rice Investment Management Ltd 7
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 7
Bmt Investment Advisors 7
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 7
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 7
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF 7
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 7
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 7
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 7
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 7
New Perspectives, Inc 7
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 7
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 7
Lakeshore Financial Planning, Inc. 7
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 7
Good Harbor Financial, LLC 7
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
HXIIX - ADVISORS' INNER CIRCLE FUND - Harvest Asian Bond Fund Institutional Shares 7
Eads & Heald Wealth Management 7
Sage Financial Management Group, Inc. 7
UGSDX - US GLOBAL INVESTORS FUNDS - U.S. Government Securities Ultra-Short Bond Fund 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 7
Andromeda Capital LLC 7
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 7
Wall Street Associates 7
Friess Associates Llc 7
Wellington Global Multi-Strategy Fund 7
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 7
North Berkeley Wealth Management, LLC 7
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 7
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 7
MML SERIES INVESTMENT FUND - MML Global Fund Class I 7
Bay Rivers Group 7
ULTRA SERIES FUND - International Stock Fund Class I 7
FPNIX - FPA FUNDS TRUST - FPA New Income Fund 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
First Trust Enhanced Equity Income Fund 7
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares 7
Cairn Investment Group, Inc. 7
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 7
Nuveen Mortgage Opportunity Term Fund 7
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 7
Pathlight Investors Llc 7
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 7
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 7
Covalent Partners LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 7
Fort Pitt Capital Group Inc 7
M. Kulyk & Associates, LLC 7
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 7
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 7
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 7
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 7
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 7
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 7
BLACKROCK FUNDS - iShares Short-Term TIPS Bond Index Fund Investor A 7
Dixon Fnancial Services, Inc. 7
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 7
Alight Capital Management LP 7
RMIAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Moderate Investor Shares 7
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 7
Mainsail Financial Group, LLC 7
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 7
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 7
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 7
Alpha Quant Advisors, Llc 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
Physician Wealth Solutions Inc. 7
MIG Capital, LLC 7
Rpo Llc 7
Master Trust 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 7
Longer Investments Inc. 7
VTAPX - VANGUARD MALVERN FUNDS - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares 7
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 7
River & Mercantile Llc 7
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 7
Lau Associates Llc 7
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class 7
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 7
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 7
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Balanced Index Strategy Fund 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP T. Rowe Price Capital Appreciation Plus Fund 7
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 7
Mount Vernon Associates Inc /md/ 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fidelity Institutional Asset Management Multi-Strategy Fund 7
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Moderate Index Strategy Fund 7
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 7
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 6
Aspetuck Financial Management LLC 6
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 6
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 6
WWTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Wisconsin Tax-Free Fund Class C 6
Virtus Family Office LLC 6
New Age Alpha Trust - AVDR US LargeCap ESG ETF 6
Berry Group, Llc 6
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 6
New Age Alpha Trust - AVDR US LargeCap Leading ETF 6
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 6
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 6
Gw Capital Inc 6
Bearing Point Capital, Llc 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
Trustco Bank Corp N Y 6
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 6
SS&H Financial Advisors, Inc. 6
HHDTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS SHARES 6
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 6
Cigogne Management Sa 6
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 6
Rik Saylor Financial, Inc. 6
Campion Asset Management LLC 6
DeepCurrents Investment Group LLC 6
McHugh Group, LLC 6
First Trust Dynamic Europe Equity Income Fund 6
Western Asset Diversified Income Fund 6
DFA INVESTMENT DIMENSIONS GROUP INC - VIT Inflation-Protected Securities Portfolio Institutional Class 6
Fieldpoint Private Advisors, Inc 6
Bowie Capital Management, LLC 6
Hoplite Capital Management, L.p. 6
Stonehaven Wealth & Tax Solutions, Llc 6
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 6
PKO Investment Management Joint-Stock Co 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 6
Serengeti Asset Management LP 6
Dudley Capital Management, Llc 6
Lanham O'Dell & Company, Inc. 6
B&l Asset Management Llc 6
Southern Farm Bureau Life Insurance 6
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 6
Nuveen High Income December 2018 Target Term Fund 6
Retirement Design & Management Inc /adv 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 6
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 6
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 6
Pacholder High Yield Fund Inc 6
Disciplined Growth Investors Inc /mn 6
Reik & Co., Llc 6
Sitrin Capital Management LLC 6
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 6
Soundmark Wealth Management, Llc 6
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 6
Prudential Variable Contract Account 11 6
Barings Funds Trust - Barings Emerging Markets Debt Blended Total Return Fund Class C Shares 6
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 6
Intrinsic Value Partners, LLC 6
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 6
Kellett Schaffner Wealth Advisors LLC 6
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 6
Blackrock Municipal Income Investment Quality Trust 6
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 6
Trevor Stewart Burton & Jacobsen Inc 6
Federated Core Trust Ii 6
Havens Advisors Llc 6
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 6
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 6
Moulton Wealth Management, Inc 6
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 6
Ally Invest Advisors Inc. 6
Altiora Financial Group, LLC 6
Edmp, Inc. 6
FS Series Trust - FS Real Asset Fund Class A 6
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares 6
Oppenheimer Master International Value Fund, Llc 6
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 6
Usca All Terrain Fund 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 6
Antara Capital LP 6
Westport Asset Management Inc 6
Difesa Capital Management, Lp 6
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 6
JPMO - Tidal Trust II - YieldMax JPM Option Income Strategy ETF 6
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 6
Cannon Advisors, Inc. 6
GEN Financial Management, INC. 6
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 6
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 6
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 6
Nichols Asset Management LLC 6
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 6
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 6
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 6
Nokomis Capital, L.L.C. 6
Oak Hill Wealth Advisors, Llc 6
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 6
Lpwm Llc 6
Yardley Wealth Management LLC 6
Timucuan Asset Management Inc/fl 6
Blackrock Muniholdings Investment Quality Fund 6
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 6
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF 6
Parkwoods Wealth Partners, LLC 6
FUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Floating Income ETF 6
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 6
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 6
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 6
Canandaigua National Trust Co of Florida 6
Bbif Money Fund 6
Taurus Asset Management, Llc 6
MSF Capital, LLC 6
RKEMX - Gallery Trust - ROTHKO EMERGING MARKETS EQUITY FUND Rothko Emerging Markets Equity Fund 6
Weybosset Research & Management Llc 6
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 6
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 6
3G Capital Partners LP 6
Wealthsimple Inc. 6
Eaton Vance Tax-managed Diversified Equity Income Fund 6
MPEMX - Gallery Trust - MONDRIAN EMERGING MARKETS VALUE EQUITY FUND 6
Cooperman Leon G 6
EMDAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Local Currency Fund Class A 6
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 6
Porter White Investment Advisors, Inc. 6
GMUN - Goldman Sachs ETF Trust - Goldman Sachs Community Municipal Bond ETF 6
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 6
Point Break Capital Management, LLC 6
QQQY - Tidal Trust II - Defiance Nasdaq 100 Enhanced Options Income ETF 6
Psg Capital Management Trust 6
IWMY - Tidal Trust II - Defiance R2000 Enhanced Options Income ETF 6
WDTE - Tidal Trust II - Defiance S&P 500 Enhanced Options Income ETF 6
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 6
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
Boulder Hill Capital Management Lp 6
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 6
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 6
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 6
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 6
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 6
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 6
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 6
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 6
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 6
Martin Worley Group 6
Putnam Europe Equity Fund 6
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 6
Partner Investment Management, L.P. 6
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 6
Messner & Smith Theme Value Investment Management Ltd /ca/ 6
CMG Global Holdings, LLC 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 6
Highlander Partners, L.P. 6
FRORX - Franklin Tax Free Trust - Franklin Oregon Tax-free Income Fund Class A1 6
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 6
Greenhaven Associates Inc 6
Cedar Point Capital Partners, LLC 6
Swift Run Capital Management, LLC 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 6
Epacria Capital Partners, Llc 6
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 6
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 6
Significant Wealth Partners LLC 6
Monument Group Wealth Advisors, LLC 6
Oppenheimer Emerging Markets Local Debt Fund 6
Strategic Investment Management, Llc 6
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 6
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 6
Provident Trust Co 6
EEIDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Emerging Markets Debt Fund Class I 6
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 6
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 6
Adirondack Research & Management Inc. 6
Solutions 4 Wealth, Ltd 6
VBB - Valkyrie ETF Trust II - Valkyrie Balance Sheet Opportunities ETF 6
Chesapeake Asset Management Llc 6
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 6
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 6
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 6
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 6
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 6
NBZ Investment Advisors LLC 6
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 6
INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF 6
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 6
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 6
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 6
Rollins Financial 6
Trust & Fiduciary Management Services Inc 6
ULTRA SERIES FUND - Large Cap Value Fund Class I 6
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 6
Sterling Group Wealth Management, LLC 6
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 6
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 6
Winslow Capital Management, LLC 6
UTEN - RBB FUND, INC. - US Treasury 10 Year Note ETF 6
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 6
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 6
Icm Asset Management Inc/wa 6
Regimen Wealth, Llc 6
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
Deutsche Multi-market Income Trust 6
Samson Rock Capital LLP 6
BlackRock ETF Trust - BlackRock Enhanced Short-Term Bond ETF 6
GMOBX - GMO TRUST - GMO Asset Allocation Bond Fund Class III 6
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 6
Bromfield Sneider Wealth Advisors 6
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 6
Patrick M Sweeney & Associates, Inc 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 6
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 6
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 6
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 6
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 6
Bif Money Fund 6
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 6
PPM Funds - PPM Large Cap Value Fund (Inst) 6
FV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Focus 5 ETF 6
Richelieu Gestion PLC 6
Fidelity Colchester Street Trust 6
FAAR - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Alternative Absolute Return Strategy ETF 6
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 6
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 6
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 6
European Equity Fund, Inc / Md 6
Partnership Wealth Management, LLC 6
Guardian Point Capital, Lp 6
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 6
Hutner Capital Management Inc 6
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 6
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y 6
FIRST TRUST EXCHANGE-TRADED FUND IV - (AW-NOT OFFERED) First Trust High Income Strategic Focus ETF 6
Lilley & Co 6
Quaker Capital Investments, LLC 6
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 6
Levitt Capital Management LLC 6
Uptown Financial Advisors LLC 6
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 6
Investment Management Associates Inc /adv 6
EQ ADVISORS TRUST - 1290 VT Energy Portfolio Class K 6
Palo Alto Wealth Advisors, Llc 6
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 6
VAMGX - VALIC Co II - Mid Cap Growth Fund 6
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 6
NCP Inc. 6
Genesis Asset Managers, LLP 6
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 6
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 6
EARRX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Short Duration Inflation-Protected Income Fund Class A 6
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares 6
National Investment Services of America, LLC 6
Dg Capital Management Inc 6
Slate Path Capital LP 6
MSDMX - MORGAN STANLEY INSTITUTIONAL FUND INC - Sustainable Emerging Markets Portfolio Class R6 6
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 6
FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 6
Centerstone Investors, LLC 6
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 6
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 6
Boulegeris Investments, Inc. 6
CGBAX - City National Rochdale Funds - City National Rochdale Government Bond Fund - Class N 6
Northroad Capital Management Llc 6
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 6
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 6
Geier Asset Management, Inc. 6
FHQFX - FIDELITY HEREFORD STREET TRUST - Fidelity Series Treasury Bill Index Fund 6
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 6
McGinn Investment Management, Inc. 6
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 6
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 6
Cincinnati Casualty Co 6
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 6
TAM Capital Management Inc. 6
Socha Financial Group, LLC 6
DHK Financial Advisors, Inc. 6
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 6
UTWO - RBB FUND, INC. - US Treasury 2 Year Note ETF 6
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 6
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF 6
Jacobs & Co/ca 6
BDKAX - Investment Managers Series Trust - Braddock Multi-Strategy Income Fund Class A Shares 6
Antipodean Advisors LLC 6
Fidelity Revere Street Trust 6
Moon Capital Management, LLC 6
Twele Capital Management, Inc. 6
GG Group Ventures, LLC 6
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 6
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 6
Eaton Vance High Income 2021 Target Term Trust 6
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 6
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 6
Strong Tower Advisory Services 6
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 6
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 6
Sovereign Investment Advisors, LLC 6
OCIO - ETF Series Solutions - ClearShares OCIO ETF 6
Bloom Tree Partners, Llc 6
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 6
Clear Rock Advisors, LLC 6
Creegan & Nassoura Financial Group, LLC 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 6
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 6
Thompson Rubinstein Investment Management Inc /or/ 6
Two Roads Shared Trust - Hypatia Women CEO ETF 6
Clearline Capital LP 6
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 6
Liberty All Star Growth Fund Inc. 6
F&V Capital Management, LLC 6
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 6
Julex Capital Management, Llc 6
Rudman Errol M 6
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 6
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 6
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 6
Cacti Asset Management Llc 6
Kennondale Capital Management LLC 6
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 6
TradeWell Securities, LLC. 6
Elwood & Goetz Wealth Advisory Group, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 6
Beaconlight Capital, Llc 6
Elevation Series Trust - The Opal International Dividend Income ETF 6
Compass Financial Group, INC/SD 6
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 6
Omni Partners Llp 6
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 6
Winslow Asset Management Inc 6
Rainier Family Wealth Inc 6
Oppenheimer Discovery Fund 6
Blackrock Financial Institutions Series Trust 6
Mirabaud Asset Management Ltd 6
Foresters Asset Management Inc. 6
Tactical Allocation Group LLC 6
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 6
FSIPX - FIDELITY SALEM STREET TRUST - Fidelity Series Inflation-Protected Bond Index Fund 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 6
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 6
BGEZX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets ex China Fund Class K 6
Vickerman Investment Advisors, Inc. 6
Milestone Asset Management Group, LLC 6
Blackrock Municipal Income Trust 6
Mirae Asset Securities (usa) Inc. 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
AMZY - Tidal Trust II - YieldMax AMZN Option Income Strategy ETF 6
Leslie Global Wealth, LLC 6
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 6
Rs Crum Inc. 6
Fidgeon Timothy F 6
ROI Financial Advisors, LLC 6
Hikari Tsushin, Inc. 6
Searcy Financial Services Inc /adv 6
Wealth Advisors, Inc. 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 6
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 6
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 6
Nuveen Municipal Value Fund Inc 6
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 6
New England Professional Planning Group Inc. 6
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 6
MFWVX - MFS MUNICIPAL SERIES TRUST - MFS West Virginia Municipal Bond Fund A 6
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 6
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 6
Williamson Legacy Group, LLC 6
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 6
Putnam Voyager Fund 6
SJA Financial Advisory, LLC 6
Marathon Asset Mgmt Ltd 6
HMV Wealth Advisors, LLC 6
Insight Capital Research & Management Inc 6
LifePlan Investment Advisors, Inc. 6
First Houston Capital, Inc. 6
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 6
KADENSA CAPITAL Ltd 6
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 6
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 6
OARK - Tidal Trust II - YieldMax Innovation Option Income Strategy ETF 6
Claren Road Asset Management, LLC 6
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 6
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 6
Polymer Capital Management (HK) LTD 6
JHL Capital Group LLC 6
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 6
Bandera Partners LLC 6
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 6
FBY - Tidal Trust II - YieldMax META Option Income Strategy ETF 6
Mills Wealth Advisors LLC 6
Lountzis Asset Management, Llc 6
RTAI - Collaborative Investment Series Trust - RAREVIEW TAX ADVANTAGED INCOME ETF 6
Griffin Institutional Access Credit Fund 6
IAFPX - Voya VARIABLE PORTFOLIOS INC - Voya FTSE 100 Index(R) Portfolio Class ADV 6
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 6
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 6
FBUIX - FIDELITY SALEM STREET TRUST - Fidelity Flex Inflation-Protected Bond Index Fund 6
Appleton Group, Llc 6
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 6
Emerging Sovereign Group Llc 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 6
RLTAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Aggressive Investor Shares 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 6
Progeny 3, Inc. 6
TSLY - Tidal Trust II - YieldMax TSLA Option Income Strategy ETF 6
Context Capital Management, LLC 6
Minneapolis Portfolio Management Group, LLC 6
Gratia Capital, Llc 6
Simonbaker & Partners Llc 6
Thornmark Asset Management Inc. 6
NVDY - Tidal Trust II - YieldMax NVDA Option Income Strategy ETF 6
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 6
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 6
Ironvine Capital Partners, LLC 6
Capstone Wealth Management, LLC 6
Oppenheimer Rising Dividends Fund 6
Cowen Prime Advisors LLC 6
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 6
Samsung Asset Management (New York), Inc. 6
Oak Root LLC 6
Pyrrho Capital Management, LP 6
VERITY Wealth Advisors 6
GOOY - Tidal Trust II - YieldMax GOOGL Option Income Strategy ETF 6
Bristol Gate Capital Partners Inc. 6
Barrington Strategic Wealth Management Group LLC 6
Timpani Capital Management LLC 6
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 6
FT Vest Hedged Equity Income Fund: Series A2 6
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 6
SilverOak Wealth Management LLC 6
Titan Capital Management, LLC /CA 6
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 6
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 6
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 6
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 6
Santa Monica Partners Lp 6
FOMO - Collaborative Investment Series Trust - FOMO ETF 6
Burford Brothers, Inc. 6
Hilltop Park Associates LLC 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 6
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 6
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 6
Capitol Family Office, Inc. 6
Cannon Global Investment Management, LLC 6
HMXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Premium Opportunity Fund Class A 6
Chapman Investment Management, LLC 6
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 6
Tilt Investment Management Holdings, PBC 6
BlackRock Private Investments Fund 6
Elessar Funds Investment Trust 6
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 6
Theleme Partners LLP 6
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
Valpey Financial Services, LLC 6
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 6
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 6
Alleghany Corp /de 6
HLXCX - HARDING LOEVNER FUNDS INC - Emerging Markets ex China Portfolio Institutional Class 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
Foresight Global Investors, Inc. 6
Pillar Financial Advisors, LLC 6
Wildcat Capital Management, LLC 6
Sycomore Asset Management 6
RCGE - EA Series Trust - RockCreek Global Equality ETF 6
Saddle Road Partners, LLC 6
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 6
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 6
USCCX - USAA MUTUAL FUNDS TRUST - Cornerstone Conservative Fund 6
USTVX - Series Portfolios Trust - Verity U.S. Treasury Fund Investor Class 6
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 6
Eii Capital Management, Inc. 6
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 6
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 6
Optifour Integrated Wealth Management, Llc 6
DKRT Investments Corp. 6
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 6
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 6
Franklin, Parlapiano, Turner & Welch, LLC 6
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 6
Oaktree Fund Advisors, LLC 6
COMMERCE FUNDS - The MidCap Value Fund Shares 6
Taikang Asset Management (Hong Kong) Co Ltd 6
Ariston Services Group 6
Westchester Capital Management, Inc. 6
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 6
Genoa Capital Gestora de Recursos Ltda. 6
Oskie Capital Management, Llc 6
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 6
D1 Capital Partners L.P. 6
Charles Carroll Financial Partners, LLC 6
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 6
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 6
Client First Investment Management LLC 6
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 6
Stone Point Capital Llc 6
General American Investors Co Inc 6
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 6
Patriot Financial Partners II, L.P. 6
DJE Kapital AG 6
THTA - Tidal ETF Trust - SoFi Enhanced Yield ETF 6
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 6
PM CAPITAL Ltd 6
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 6
Purkiss Capital Advisors LLC 6
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 6
XOMO - Tidal Trust II - YieldMax XOM Option Income Strategy ETF 6
Fisher Funds Management LTD 6
Fullen Financial Group 6
GVO Asset Management Ltd 6
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 6
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 6
Edmunds White Partners Llc 6
ADG Wealth Management Group, LLC 6
FT Vest Total Return Income Fund: Series A2 6
Aspireon Wealth Advisors 6
Exeter Financial, LLC 6
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 6
Generali Investments Towarzystwo Funduszy Inwestycyjnych 6
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 6
Prairie Wealth Advisors, Inc. 6
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF 6
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 6
Asset Management Advisors, LLC 6
HM Treasury 6
CTC Capital Management, LLC 6
MSFO - Tidal Trust II - YieldMax MSFT Option Income Strategy ETF 6
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 6
JHBMX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Bond Completion Portfolio 6
Royal Capital Wealth Management, LLC 6
Aster Investment Management Co Inc 6
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 6
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 6
AVGV - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets Value ETF 6
DMKC Advisory Services, LLC 6
Bristol John W & Co Inc /ny/ 6
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 6
Acuitas Investments, LLC 6
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 6
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3 6
Darrow Company, Inc. 6
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A 6
CALFX - CUTLER TRUST - Cutler Fixed Income Fund 6
Grosvenor Holdings, L.l.c. 6
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 6
Red Crane Wealth Management, Llc 6
Wiser Wealth Management, Inc 6
YYY - Amplify ETF Trust - Amplify High Income ETF 6
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 6
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
Freestate Advisors LLC 6
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 6
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 6
Tikehau Investment Management 6
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 6
Motley Fool Funds Trust 6
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 6
Full Value Advisors LLC 6
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 6
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 6
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 6
Equity Investment Corp/ga 6
Pimco New York Municipal Income Fund 6
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 6
Financial & Tax Architects, LLC 6
Independence Financial Advisors, LLC 6
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class 6
Thiel Macro LLC 6
Miura Global Management, LLC 6
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 6
Balter Liquid Alternatives, LLC 6
Glenview Capital Management, Llc 6
Charter Capital Management, LLC\DE 6
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 6
Blackrock Muniyield Fund, Inc. 6
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 6
Strata Wealth Advisors, LLC 6
NFLY - Tidal Trust II - YieldMax NFLX Option Income Strategy ETF 6
Old West Investment Management, LLC 6
Allium Financial Advisors, Llc 6
Black River Asset Management LLC 6
Councilmark Asset Management, LLC 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 6
V2 Financial group LLC 6
Potomac Capital Management, Inc. 6
Master Money Llc 6
Pimco New York Municipal Income Fund Ii 6
Joel Adams & Associates, Inc. 6
Absher Wealth Management, Llc 6
Hays Advisory Llc 6
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 6
Dsm Capital Partners Llc 6
Mittelman Wealth Management 6
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 6
Transamerica Income Shares, Inc. 6
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 6
Dividend Builder Portfolio 6
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 6
Source Capital Inc /de/ 6
Aperture Investors, LLC 6
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 6
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 6
PANTHERA INVESTMENT GmbH 6
Madison Scottsdale, LC 6
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 6
Frontier Capital Management Co Llc 6
Oneamerica Funds Inc 6
Kennicott Capital Management Llc 6
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 6
Blackrock Muniyield Investment Quality Fund 6
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 6
Voss Capital, LLC 6
Challenger Wealth Management 6
Putney Financial Group LLC 6
JHVIX - John Hancock Funds II - International Value Fund Class NAV 6
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 6
Blackrock Muniyield Quality Fund Iii, Inc. 6
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 6
Paradigm Capital Management, LLC/NV 6
Three Cord True Wealth Management, LLC 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 6
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 6
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 6
EPIQ Capital Group, LLC 6
Wall Capital Group, Inc. 6
Blackrock Investment Quality Municipal Trust Inc. 6
JDSTX - John Hancock Funds II - Diversified Strategies Fund Class A 6
Pinnacle West Asset Management, Inc. 6
Lauer Wealth, LLC 6
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 6
CONY - Tidal Trust II - YieldMax COIN Option Income Strategy ETF 6
Hutchinson Financial Advisors, INC 6
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 6
Blackrock Municipal Income Investment Trust 6
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 6
CFC Planning Co LLC 6
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
Engle Capital Management, L.P. 6
Taylor Asset Management Inc 6
Arizona PSPRS Trust 6
First Citizens Asset Management, Inc. 6
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 6
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 6
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A 6
Prudential Government Money Market Fund, Inc. 6
Clifford Group, LLC 6
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 6
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 6
Eaton Vance Municipal Income 2028 Term Trust 6
Vantis Investment Advisers L.P. 6
Kkr Income Opportunities Fund 6
Ancient Art, L.P. 6
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 6
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 6
QMN - IndexIQ ETF Trust - IQ Hedge Market Neutral Tracker ETF 6
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 6
Mizuho Markets Cayman LP 6
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 6
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 6
Royce Global Value Trust, Inc. 6
APG Asset Management US Inc. 6
GMEZX - GuideStone Funds - Impact Equity Fund Investor 6
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 6
Ridgeline Wealth Planning, LLC 6
Jet Capital Investors L P 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 6
Texas Bank & Trust Co 6
Chescapmanager LLC 6
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 6
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 6
VVSGX - VALIC Co I - Small Cap Growth Fund 6
FengHe Fund Management Pte. Ltd. 6
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 6
Alden Global Capital Ltd 6
Cincinnati Specialty Underwriters Insurance CO 6
AFS Financial Group, LLC 6
Strategic Financial Planning, Inc. 6
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 6
Killen Group Inc 6
Thornburg Income Builder Opportunities Trust 6
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 6
Buttonwood Financial Advisors Inc. 6
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 6
VHYLX - VALIC Co I - High Yield Bond Fund 6
Briggs Advisory Group, Inc. 6
Treybourne Wealth Planners, Inc. 6
WTSTX - WisdomTree Digital Trust - WisdomTree 7-10 Year Treasury Digital Fund N/A 6
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A 6
Deutsche Strategic Income Trust 6
Enhancing Capital LLC 6
NexWave Capital Partners LLC 6
Putnam Investors Fund 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 6
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 6
Brian Low Financial Group, Llc 6
Oppenheimer Main Street Mid Cap Fund 6
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 6
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 6
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 6
Kingsbury Capital Investment Advisors LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
ShankerValleau Wealth Advisors, Inc. 6
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 6
APLY - Tidal Trust II - YieldMax AAPL Option Income Strategy ETF 6
Ghisallo Capital Management LLC 6
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 6
Irving Magee Investment Management 6
Chubb Ltd 6
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 6
Varde Management, L.P. 6
AMDY - Tidal Trust II - YieldMax AMD Option Income Strategy ETF 6
Farallon Capital Management Llc 6
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 6
Collar Capital Management, LLC 6
Edgewood Management Llc 6
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 6
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 6
Redwood Capital Management, Llc 6
Keyvantage Wealth, Llc 6
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 6
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Inflation-Protected Securities Portfolio - Institutional Class 6
Fourth Sail Capital LP 6
Nuveen Short Duration Credit Opportunities Fund 6
Steel Canyon Capital, LLC 6
McQueen, Ball & Associates Inc. 6
Old Republic International Corp 6
Oppenheimer Global High Yield Fund 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 5
Nuveen Intermediate Duration Quality Municipal Term Fund 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 5
Fidelity Phillips Street Trust 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 5
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 5
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 5
Chronos Wealth Management, LLC 5
Pioneer Emerging Markets Fund 5
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 5
Forum Private Client Group LLC 5
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 5
VPR Management LLC 5
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 5
21 West Wealth Management LLC 5
Boston Income Portfolio - Boston Income Portfolio 5
Avenue Mutual Funds Trust 5
Martin Currie Business Trust 5
Stone Ridge Trust Iii 5
Oppenheimer Series Fund 5
Bull Street Advisors, LLC 5
Advocate Group Llc 5
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 5
ICW Investment Advisors LLC 5
Momentum Advisors, LLC 5
Nuveen Equity Premium Opportunity Fund 5
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 5
Advent/claymore Enhanced Growth & Income Fund 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 5
Lake Hills Wealth Management, LLC 5
McAlister, Sweet & Associates, Inc. 5
Fidelity Newbury Street Trust 5
ESG Planning 5
Blackrock Muniyield Quality Fund Ii, Inc. 5
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 5
Blackrock Strategic Municipal Trust 5
Guardian Financial Partners, LLC 5
PIMCO Flexible Emerging Markets Income Fund 5
Genesis Investment Management, LLP 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 5
Sterling Capital Variable Insurance Funds 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 5
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 5
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 5
Blackrock Long-term Municipal Advantage Trust 5
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 5
Daily Income Fund 5
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 5
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 5
Blackrock Munienhanced Fund, Inc. 5
Principal Real Estate Income Fund 5
Deutsche Global High Income Fund, Inc. 5
Permit Capital Advisors, LLC 5
EMLC - VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF 5
Tax-exempt California Money Market Fund 5
Fort Dearborn Income Securities Inc 5
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 5
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF 5
Dreyfus Institutional Reserves Funds 5
Asset Management Resources, LLC 5
Strategic Global Income Fund Inc 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 5
Alley Investment Management Company, LLC 5
Client First Capital LLC 5
Oppenheimer Global Fund 5
Wealth CMT 5
Trevian Wealth Management LLC 5
Ivy High Income Opportunities Fund 5
Cherrydale Wealth Management, Llc 5
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 5
Kraft Asset Management, Llc 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
Eaton Vance National Municipal Opportunities Trust 5
LifeGuide Financial Advisors, LLC 5
DB Fitzpatrick & Co, Inc 5
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I 5
Oppenheimer Equity Fund 5
MY Wealth Management Inc. 5
Investment Partners Asset Management, Inc. 5
Forefront Wealth Management Inc. 5
New England Guild Wealth Advisors, Inc. 5
Von Berge Wealth Management Group, LLC 5
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 5
Kearns & Associates LLC 5
Boyd Wealth Management, LLC 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
Eaton Vance Enhanced Equity Income Fund 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
Clientfirst Wealth Management, LLC 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 5
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 5
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I 5
Cohanzick Management, Llc 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Signal Tree Financial Partners Llc 5
Privium Fund Management B.V. 5
Requisite Energy Fund I Lp 5
Heritage Investment Group, Inc. 5
Caerus Investment Advisors, LLC 5
H2o Am Llp 5
Private Advisors, LLC 5
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 5
Fidelity Money Market Trust 5
Marketocracy Funds 5
Inherent Group, Lp 5
Riverstone Advisors, LLC 5
Nova R Wealth, Inc. 5
Parian Global Management LP 5
FT Vest Hedged Equity Income Fund: Series A3 5
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 5
China Universal Asset Management Co., Ltd. 5
PFM Asset Management LLC 5
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I 5
jvl associates llc 5
Act Two Investors Llc 5
BancFirst Trust & Investment Management 5
Palmer Knight Co 5
Synergy Financial Group, LTD 5
Pegasus Asset Management, Inc. 5
Public Investment Fund 5
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 5
Jana Partners Llc 5
Bronte Capital Management Pty Ltd. 5
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 5
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I 5
Horiko Capital Management Llc 5
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I 5
Cannell Capital Llc 5
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I 5
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 5
Wilson & Boucher Capital Management, LLC 5
FT Vest Total Return Income Fund: Series A3 5
Thames Capital Management Llc 5
Rainsberger Wealth Advisors, Inc. 5
Mirsky Financial Management Corp. 5
Emerson Wealth Management, LLC 5
Herbst Group, Llc 5
Elkhorn Partners Limited Partnership 5
Gantzert Investment Co Llc /adv 5
XMPT - VanEck Vectors ETF Trust - VanEck Vectors CEF Municipal Income ETF 5
SAL Trading, LLC 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
BSN Capital Partners Ltd 5
Sandia Investment Management LP 5
William Allan, Llc 5
Claremont Financial Group, Inc. 5
Saber Capital Managment, LLC 5
Alterity Financial Group, LLC 5
Main Management ETF Advisors, LLC 5
Union Investments & Development Ltd. 5
Causeway Etmf Trust 5
Wealthspan Partners, Llc 5
Locust Wood Capital Advisers, Llc 5
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 5
Boothe Investment Group, Inc. 5
Transparent Wealth Partners LLC 5
Silver Oak Advisory Group, Inc. 5
Maj Invest Holding A/S 5
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Seaport Global Advisors, LLC 5
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 5
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 5
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 5
CAUSX - SHELTON FUNDS - U.S. Government Securities Fund Direct Shares 5
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 5
Retirement Planning Group, Llc / Ny 5
TL Private Wealth 5
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 5
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 5
Buckingham Capital Management Inc 5
UST - PROSHARES TRUST - ProShares Ultra 7-10 Year Treasury 5
Pacific Point Advisors, LLC 5
BIP Alliance, LLC 5
Jdc-jsc L.p. 5
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 5
Sabby Management, Llc 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
TSP Capital Management Group, LLC 5
Pennington Partners & Co., Llc 5
Cura Wealth Advisors, Llc 5
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 5
WELLINGTON TRUST Co N A 5
Guerra Advisors Inc 5
LCR - Managed Portfolio Series - Leuthold Core ETF 5
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 5
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 5
Cornerstone Select Advisors, LLC 5
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 5
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 5
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 5
Aberdeen Wealth Management LLC 5
Donald Smith & Co., Inc. 5
Gladstone Capital Management LLP 5
Matthew 25 Management Corp 5
Burling Wealth Partners, Llc 5
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 5
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 5
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 5
Cambridge Financial Group, Inc. 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
Kirkoswald Asset Management LLC 5
BHF RG Capital Inc. 5
Aberdeen Funds - Aberdeen Income Builder Fund Class A 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 5
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 5
Halsey Associates Inc/ct 5
Defined Financial Planning LLC 5
Atlas Principals, LLC 5
Fiduciary Financial Services Of The Southwest Inc /tx 5
Westport Advisers Llc 5
Tandem Investment Partners LLC 5
Straightline Group Llc 5
Starr International Co Inc 5
George Kaiser Family Foundation 5
Certior Financial Group, Llc 5
Cupps Capital Management, LLC 5
Climber Capital SA 5
Holowesko Partners Ltd. 5
SZEAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Emerging Markets Fixed Income Fund Class A 5
Michael A. Dubis Financial Planning, LLC 5
WWEMX - ADVISORS' INNER CIRCLE FUND - Westwood Emerging Markets Fund Institutional Class Shares 5
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 5
Board of Trustees of The Leland Stanford Junior University 5
Potentia Wealth 5
Paradice Investment Management LLC 5
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 5
Mountain Hill Investment Partners Corp. 5
Financially Speaking Inc 5
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 5
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 5
Bruni J V & Co /co 5
Saiph Capital, LLC 5
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 5
EWC - iShares, Inc. - iShares MSCI Canada ETF 5
Pantheon Investment Group, LLC 5
Mallini Complete Financial Planning LLC 5
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 5
FT Vest Total Return Income Fund: Series B1 5
MAVF - EA Series Trust - Matrix Advisors Value ETF 5
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 5
Boyle Capital Management, LLC 5
Crossvault Capital Management LLC 5
University Of Notre Dame Du Lac 5
SNTH - Tidal Trust III - MRP SynthEquity ETF 5
Argentarii, LLC 5
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 5
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 5
K2 Financial Inc. 5
FT Vest Hedged Equity Income Fund: Series B1 5
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 5
UCEQX - USAA MUTUAL FUNDS TRUST - Cornerstone Equity Fund 5
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 5
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 5
Grassi Investment Management Llc 5
Christian Investment Advisors, Inc. 5
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
Goldman Sachs Asset Management, L.p. 5
GBFAX - VanEck Funds - Emerging Markets Fund Class A 5
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 5
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 5
Weinberger Asset Management, Inc 5
Sanibel Captiva Investment Advisers, Inc. 5
Aquamarine Capital Management, LLC 5
Golden Bell Financial Planning LLC 5
Zevenbergen Capital Investments Llc 5
Sand Grove Capital Management LLP 5
Armstrong Shaw Associates Inc/ct 5
ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund N/A 5
Lakeshore Capital, LLC 5
Graham & Dodd Fund, Llc 5
HCVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CONSERVATIVE ALLOCATION FUND Class A 5
PUREfi Wealth, LLC 5
HBAAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD MODERATE ALLOCATION FUND Class A 5
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 5
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 5
E Fund Management (Hong Kong) Co., Ltd. 5
Key Colony Management, LLC 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 5
Fortress Financial Solutions, LLC 5
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4 5
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 5
Bonfire Financial 5
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A 5
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 5
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 5
Aurelius Family Office LLC 5
Cincinnati Financial Corp 5
Ncm Capital Management Group Inc 5
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 5
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 5
Elm3 Financial Group, LLC 5
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 5
HRAAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD GROWTH ALLOCATION FUND Class A 5
Stadium Capital Management Llc 5
Private Capital Advisors, Inc. 5
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 5
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares 5
QEVOX - Advisors Preferred Trust - Quantified Evolution Plus Fund Investor Class Shares 5
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF 5
Connective Capital Management, LLC 5
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 5
Rench Wealth Management, Inc. 5
Hikari Power Ltd 5
Paul R. Ried Financial Group, LLC 5
Garrison Bradford & Associates Inc 5
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 5
Perkins Capital Management Inc 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
FSGVX - Federated Hermes Short-Term Government Trust - Federated Hermes Short-Term Government Fund Institutional Shares 5
LKEQX - LKCM Funds - LKCM Equity Fund 5
MACEX - Legg Mason Global Asset Management Trust - Martin Currie Emerging Markets Fund Class A 5
EXUS - Macquarie ETF Trust - Macquarie Focused International Core ETF 5
BankPlus Wealth Management LLC 5
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 5
Lighthouse Wealth Management Inc. 5
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 5
CALEX - CUTLER TRUST - Cutler Equity Fund 5
Ranger International Management, LP 5
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 5
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 5
PARUS FINANCE (UK) Ltd 5
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 5
Cortland Associates Inc/mo 5
Cvfg Llc 5
Commonwealth Opportunity Capital Gp Llc 5
Kieckhefer Group Llc 5
Cambridge Associates Llc /ma/ /adv 5
Mcdonald Capital Investors Inc/ca 5
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 5
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 5
BBGVX - Sterling Capital Funds - Sterling Capital Intermediate Us Government Fund Institutional Class 5
ICCIX - NORTHERN LIGHTS FUND TRUST II - Dynamic International Opportunity Fund Class I 5
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 5
Tidal Trust II - YieldMax(TM) BABA Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) PLTR Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) TSM Option Income Strategy ETF 5
YQQQ - Tidal Trust II - YieldMaxTM Short N100 Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) SMCI Option Income Strategy ETF 5
Dinsmore Capital Management Co/nj 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 5
Sigma Investment Management Co 5
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 5
EWZ - iShares, Inc. - iShares MSCI Brazil ETF 5
MMKT - Texas Capital Funds Trust - Texas Capital Government Money Market ETF 5
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 5
Astoria Strategic Wealth, Inc. 5
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares 5
EWP - iShares, Inc. - iShares MSCI Spain ETF 5
PPM Funds - PPM Mid Cap Value Fund (Inst) 5
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 5
ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I 5
STONE RIDGE TRUST - Stone Ridge 2053 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2049 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2052 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2054 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2056 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2060 Inflation-Protected Longevity Income ETF 5
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 5
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 5
STONE RIDGE TRUST - Stone Ridge 2048 Longevity Income ETF 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
DoubleLine Yield Opportunities Fund 5
STONE RIDGE TRUST - Stone Ridge 2048 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2050 Inflation-Protected Longevity Income ETF 5
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 5
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 5
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 5
STONE RIDGE TRUST - Stone Ridge 2055 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2058 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2057 Inflation-Protected Longevity Income ETF 5
Cinque Partners Llc 5
Coronation Asset Management (Pty) Ltd. 5
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund 5
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 5
Shelter Mutual Insurance Co 5
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5
KOKUSAI Asset Management Co., Ltd. 5
EMEQ - Macquarie ETF Trust - Macquarie Focused Emerging Markets Equity ETF 5
Westwood Management Corp /il/ 5
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 5
BEMCX - Datum One Series Trust - BRANDES EMERGING MARKETS VALUE FUND Class C 5
Luminus Management Llc 5
BCPAX - Datum One Series Trust - BRANDES CORE PLUS FIXED INCOME FUND Class A 5
AAIFX - 360 Funds - Timber Point Alternative Income Fund Investor Class Shares 5
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 5
Sterling Investment Management, Inc. 5
Birch Capital Management, LLC 5
Dock Street Asset Management Inc 5
JMG Financial Group, Ltd. 5
Blue Oak Capital, LLC 5
Washington Growth Strategies Llc 5
Shum Financial Group, Inc. 5
Charles Stewart Mott Foundation 5
Rareview Capital LLC 5
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 5
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 5
Mason Capital Management Llc 5
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
WCMEX - Investment Managers Series Trust - WCM Focused Emerging Markets Fund Institutional Class 5
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 5
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 5
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 5
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 5
Taylor Hoffman Capital Management LLC 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
Edinburgh Partners Ltd 5
Kondo Wealth Advisors, Inc. 5
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 5
Lonestar Capital Management LLC 5
Maiden Cove Capital, LLC 5
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 5
Triune Financial Partners, LLC 5
Jasper Ridge Partners, L.P. 5
EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A 5
abrdn Funds - abrdn Emerging Markets Dividend Active ETF 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 5
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
Boyar Asset Management Inc. 5
EWU - iSHARES TRUST - iShares MSCI United Kingdom ETF 5
Tygh Capital Management, Inc. 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 5
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 5
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 5
Blackhill Capital Inc 5
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 5
Tidal Trust II - YieldMax ABNB Option Income Strategy ETF 5
MSTY - Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF 5
GDXY - Tidal Trust II - YieldMax Gold Miners Option Income Strategy ETF 5
SNOY - Tidal Trust II - YieldMax SNOW Option Income Strategy ETF 5
CRSH - Tidal Trust II - YieldMaxTM Short TSLA Option Income Strategy ETF 5
FIAT - Tidal Trust II - YieldMaxTM Short COIN Option Income Strategy ETF 5
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund 5
STXI - EA Series Trust - Strive International Developed Markets ETF 5
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 5
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 5
John Hancock Multi Asset Credit Fund 5
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 5
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 5
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
Brightwater Advisory LLC 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
Ami Asset Management Corp 5
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 5
FLUK - Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF 5
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 5
Community Bank of Raymore 5
Pioneer Trust Bank N A/or 5
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 5
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 5
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 5
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 5
Elliott Investment Management L.P. 5
Hartwell J M Limited Partnership 5
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 5
MOWNX - Northern Lights Fund Trust IV - Moerus Worldwide Value Fund Class N 5
RMR Capital Management, LLC 5
Leith Wheeler Investment Counsel Ltd. 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Renaissance Investment Group LLC 5
Reliant Investment Partners, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 5
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 5
Alamea Verwaltungs GmbH 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 5
Generate Investment Management Ltd 5
Columbia Pacific Advisors, LLC 5
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 5
USOY - Tidal Trust II - Defiance Oil Enhanced Options Income ETF 5
STBF - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Short Term Bond ETF 5
Nierenberg Investment Management Company, Inc. 5
Private Harbour Investment Management & Counsel, LLC 5
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 5
FT Vest Total Return Income Fund: Series A4 5
WPINX - WP Trust - WP Income Plus Fund Institutional Class Shares 5
Sagace Wealth Management LLC 5
Elser Financial Planning, Inc 5
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 5
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 5
MAPIX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA DIVIDEND FUND Investor Class Shares 5
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 5
AF Advisors, Inc. 5
Rinet Co LLC 5
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV 5
L1 Capital Pty Ltd 5
Makena Capital Management Llc 5
YBIT - Tidal Trust II - YieldMaxTM Bitcoin Option Income Strategy ETF 5
TEMSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Fund Retirement Class 5
Regents Of The University Of California 5
Quaker Capital Management Corp 5
Lucus Advisors Llc 5
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R 5
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 5
Wilkinson Ogrady & Co Inc /ny 5
STONE RIDGE TRUST - LIFEX Income Fund 1952F 5
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 5
STONE RIDGE TRUST - LIFEX Income Fund 1948F 5
STONE RIDGE TRUST - LIFEX Income Fund 1956F 5
STONE RIDGE TRUST - LIFEX Income Fund 1950F 5
STONE RIDGE TRUST - LIFEX Income Fund 1953F 5
STONE RIDGE TRUST - LIFEX Income Fund 1949F 5
STONE RIDGE TRUST - LIFEX Income Fund 1954F 5
STONE RIDGE TRUST - LIFEX Income Fund 1951F 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 5
STONE RIDGE TRUST - LIFEX Income Fund 1955F 5
STONE RIDGE TRUST - LIFEX Income Fund 1957F 5
STONE RIDGE TRUST - LIFEX Income Fund 1959F 5
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 5
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 5
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 5
STONE RIDGE TRUST - LIFEX Income Fund 1958F 5
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 5
Hovde Eric D 5
AB CarVal Credit Opportunities Fund 5
Samson Capital Advisors LLC 5
Country Fund Management 5
InView Investment Management LLC 5
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 5
North Dallas Bank & Trust Co 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
Dudley & Shanley, Inc. 5
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 5
J.P. Marvel Investment Advisors, LLC 5
Mullooly Asset Management, Inc. 5
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 5
Forester Capital Management, LTD 5
Tamar Securities, LLC 5
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 5
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 5
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
MDNRX - MAINSTAY FUNDS TRUST - MainStay Defensive ETF Allocation Fund Class R3 5
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
CR Intrinsic Investors, LLC 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 5
Cleary Gull Inc. 5
PFTSX - Northern Lights Fund Trust - PFG Tactical Income Strategy Fund Class R Shares 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
First Trust Bank, Ltd. 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 5
Ramsay, Stattman, Vela & Price, Inc. 5
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 5
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 5
Guardian Asset Advisors, LLC 5
Delta Dental Plan of Michigan, Inc. 5
Glass Wealth Management Co LLC 5
IBTB - iSHARES TRUST - iShares iBonds Dec 2022 Term Treasury ETF 5
Harvey Investment Co Llc 5
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 5
BloombergSen Inc. 5
Oak Hill Capital Management, Llc 5
PCEF - Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 5
Cascade Wealth Advisors, Inc 5
Siena Capital Partners I, L.P. 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 5
Lewis Capital Management, Llc 5
AIYY - Tidal Trust II - YieldMax AI Option Income Strategy ETF 5
Edmond De Rothschild Asset Management (luxembourg) 5
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 5
Kiltearn Partners LLP 5
VGI Partners Ltd 5
PGIM Credit Income Fund 5
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 5
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 5
FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF 5
BINV - 2023 ETF Series Trust - Brandes International ETF 5
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 5
Torray Llc 5
Geneva Capital Management Llc 5
Unisphere Establishment 5
Keyes, Stange & Wooten Wealth Management, LLC 5
Inspire Trust Co, N.a. 5
Silver Coast Investments LLC 5
Springowl Associates Llc 5
FT Vest Hedged Equity Income Fund: Series A4 5
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 5
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 5
Integrity Investment Advisors, LLC 5
Meru Capital Group, LP 5
PENN SERIES FUNDS INC - Large Cap Value Fund 5
Aspen Capital Management, LLC 5
Chesapeake Partners Management Co Inc/md 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
Leonetti & Associates, LLC 5
Swisher Financial Concepts, Inc. 5
RK Capital Management, LLC 5
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 5
MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A 5
Farley Capital L.p. 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Wellesley Asset Management 5
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 5
Dodds Wealth, LLC 5
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 5
Sar Wealth Management Group, Llc 5
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 5
HRS Investment Holdings, LLC 5
Vernier Capital Partners, Lp 5
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 5
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 5
National Mutual Insurance Federation of Agricultural Cooperatives 5
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 5
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Yost Capital Management, L.L.C. 5
Breed's Hill Capital LLC 5
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF 5
ABS Direct Equity Fund LLC 5
Adi Capital Management LLC 5
Athena Global Investors LLC 5
Kingstown Capital Management L.p. 5
Lion Point Capital, LP 5
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 5
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I 5
Financial Symmetry Inc 5
Marshfield Associates 5
Cullen Investment Group, Ltd. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 5
NUPIX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Institutional Class 5
Panning Capital Management, LP 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
Bennett Selby Investments Lp 5
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 5
Bontempo Ohly Capital Mgmt Llc 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
Hicks Capital Management Llc 5
Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF 5
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 5
Alley Co LLC 5
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 5
Tripletail Wealth Management, LLC 5
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 5
Legal Advantage Investments, Inc. 5
Sherrill & Hutchins Financial Advisory, Inc 5
Towneley Capital Management, Inc / DE 5
Rex Capital Advisors, LLC 5
FORM Wealth Advisors, LLC 5
NexPoint Credit Strategies Fund 5
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 5
Signify Wealth 5
DISO - Tidal Trust II - YieldMax DIS Option Income Strategy ETF 5
XYZY - Tidal Trust II - YieldMax SQ Option Income Strategy ETF 5
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 5
MRNY - Tidal Trust II - YieldMax MRNA Option Income Strategy ETF 5
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 5
PYPY - Tidal Trust II - YieldMax PYPL Option Income Strategy ETF 5
Crystal Rock Capital Management 5
Bouvel Investment Partners, LLC 5
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 5
Southport Management, L.l.c. 5
Rye Brook Capital LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 5
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 5
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 5
Kagan Cocozza Asset Management 5
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 5
Bodri Capital Management, LLC 5
Morris Capital Advisors, LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 5
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 5
Q Global Advisors, LLC 5
Colony Family Offices, LLC 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Diversified Absolute Return Fund Class 1 5
NewGen Asset Management Ltd 5
American Beacon Advisors, Inc. 5
Columbia Capital Llc 5
S.a.c. Global Investors, Llp 5
MWA Asset Management 5
Pacific Asset Management LLC 5
ROE - EA Series Trust - Astoria US Quality Kings ETF 5
AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF 5
Borer Denton & Associates, Inc. 5
Cobblestone Asset Management LLC 5
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 5
Financial Advisory Partners, Llc 5
Wood Investment Counsel LLC 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 5
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF - 5
APHEX - ARTISAN PARTNERS FUNDS INC - Artisan Sustainable Emerging Markets Fund Institutional Shares 5
CJM Wealth Advisers, Ltd. 5
Hatteras Alternative Mutual Funds, LLC 5
Ota Llc 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 5
Raging Capital Management, LLC 5
Berry Street Capital Management LLP 5
FFEM - FIDELITY COVINGTON TRUST - Fidelity Fundamental Emerging Markets ETF 5
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 5
Regis Acquisition Inc. 5
Certus Wealth Management, LLC 5
Asset Planning Corporation 5
Vancity Investment Management Ltd 5
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 5
Welch Investments, LLC 5
Titan Global Capital Management Usa Llc 5
Constitution Capital LLC 5
DWFI - SPDR SERIES TRUST - SPDR Dorsey Wright Fixed Income Allocation ETF 5
Compton Financial Group, LLC 5
Prairie Sky Financial Group LLC 5
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 5
WMTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Minnesota Tax-Free Fund Class C 5
Lee Capital Management LP 5
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 5
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 5
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 5
Invictus Private Wealth, Llc 5
Amitell Capital Pte Ltd 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
EUSM - Strategy Shares - Eventide US Market ETF 5
Cider Mill Investments LP 5
Ffg Retirement Advisors Llc 5
Noble Family Wealth, LLC 5
Eley Financial Management, Inc 5
Wisconsin Wealth Advisors, LLC 5
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 5
Tabor Asset Management, LP 5
P-Solve Investments Ltd 5
Clarity Capital KCPS Ltd. 5
DUDE - Alpha Architect ETF Trust - Merlyn.AI SectorSurfer Momentum ETF 5
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 5
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 5
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF 5
LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF 5
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 5
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 5
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 5
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 5
Aldebaran Capital, Llc 5
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 5
INC - VanEck ETF Trust - VanEck Dynamic High Income ETF 5
Athos Capital Ltd 5
LDRI - iSHARES TRUST - iShares iBonds 1-5 Year TIPS Ladder ETF 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
LDRT - iSHARES TRUST - iShares iBonds 1-5 Year Treasury Ladder ETF 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 5
LDRH - iSHARES TRUST - iShares iBonds 1-5 Year High Yield and Income Ladder ETF 5
Crystalline Management Inc. 5
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 5
RECAX - RBC FUNDS TRUST - RBC Emerging Markets ex-China Equity Fund Class A 5
COIDX - IDX Funds - IDX Commodity Opportunities Fund Institutional Class Shares 5
RWQ Financial Management Services, Inc. 5
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 5
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 5
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 5
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 5
Trellis Advisors, LLC 5
Builder Investment Group Inc /adv 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
Invesco Senior Loan Fund 5
Bridger Management, Llc 5
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 5
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares 5
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 5
St. Louis Financial Planners Asset Management, LLC 5
Invesco Dynamic Credit Opportunities Fund 5
Nuveen New York Amt-free Quality Municipal Income Fund 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
Talbot Financial, LLC 5
DRIPX - MP63 FUND INC - MP63 Fund 5
Invesco Senior Income Trust 5
Ausbil Investment Management Ltd 5
Franklin Universal Trust 5
Hassell Wealth Management, LLC 5
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 5
Retirement Investment Advisors, Inc. 5
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF 5
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 5
Granby Capital Management, LLC 5
AVMUX - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income Fund Institutional Class 5
Terrapin Asset Management, LLC 5
DIVY - Tidal ETF Trust - Sound Equity Income ETF 5
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 5
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 5
Oppenheimer Rochester California Municipal Fund 5
Wilkinson Global Asset Management LLC 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 5
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 5
Nantahala Capital Management, LLC 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 5
HTG Investment Advisors, Inc. 5
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 5
Fire Capital Management LLC 5
Blackrock Muniyield Investment Fund 5
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 5
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 5
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 5
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 5
My Purposeful Wealth Corp. 5
Large-cap Value Portfolio 5
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 5
Forge First Asset Management Inc. 5
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 5
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 5
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 5
Birch Run Capital Advisors, LP 5
CPA Asset Management LLC 5
Blackstone Real Estate Income Master Fund 5
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class 5
Chancellor Financial Group WB LP 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 5
AAAOX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2020 Portfolio I Class 5
AABKX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2025 Portfolio I Class 5
AAEWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2030 Portfolio I Class 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
AACQX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2035 Portfolio R6 Class 5
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 5
Ayrshire Capital Management LLC 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 5
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 5
Soviero Asset Management, LP 5
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
HOVLX - HOMESTEAD FUNDS INC - Value Fund 5
Crocodile Capital Partners GmbH 5
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 5
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 5
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 5
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 5
Eaton Vance Risk-managed Diversified Equity Income Fund 5
VIOPX - VALIC Co I - International Opportunities Fund 5
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 5
Schear Investment Advisers, LLC 5
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 5
Access One Trust - ACCESS VP HIGH YIELD FUND 5
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 5
Olstein Funds 5
EMWIX - Investment Managers Series Trust II - The Diplomat Fund 5
Morgan Stanley Asia-pacific Fund, Inc. 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
Emerge ETF Trust - Emerge EMPWR Sustainable Emerging Markets Equity ETF 5
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF 5
Campbell Deegan Wealth Management, LLC 5
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 5
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 5
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I 5
Motive Wealth Advisors 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 5
JSMFX - JANUS INVESTMENT FUND - Janus Henderson Sustainable Multi-Asset Allocation Fund Class D 5
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I 5
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
Voya Government Money Market Portfolio 5
Aegis Wealth Management LLC 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
Cresta Advisors, Ltd. 5
MONTX - MONETTA TRUST - Monetta Fund 5
Blackrock Health Sciences Trust 5
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 5
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 5
FTRAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart Retirement Income Fund CLASS A 5
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
Special Opportunities Fund, Inc. 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 5
Bizma Investimentos Ltda 5
IDUB - ETF Series Solutions - International Drawdown Managed Equity ETF 5
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 5
GOLY - Strategy Shares - Strategy Shares Gold-Hedged Bond ETF 5
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 5
Hixon Zuercher, LLC 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 5
IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares 5
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
TYPHX - Starboard Investment Trust - Typhon Tactical Managed Futures Strategy Fund 5
Absolute Investment Advisers Llc 5
Morgan Jess S & Co Inc 5
Bmt Investment Funds 5
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 5
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 5
Oppenheimer Institutional Government Money Market Fund 5
Tairen Capital Ltd 4
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 4
DCMEX - FundVantage Trust - DuPont Capital Emerging Markets Fund Class I 4
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 4
Short Duration High Income Portfolio - Short Duration High Income Portfolio 4
UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P 4
Billings Capital Management, Llc 4
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 4
Selz Capital LLC 4
Gamco Global Gold, Natural Resources & Income Trust 4
Waterway Wealth Management, LLC 4
Eaton Vance Enhanced Equity Income Fund Ii 4
Whitcomb & Hess, Inc. 4
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
Rockline Wealth Management, LLC 4
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 4
Huntington Steele LLC 4
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 4
IBTL - iSHARES TRUST - iShares iBonds Dec 2031 Term Treasury ETF 4
Bright Rock Capital Management, Llc 4
Eldred Rock Partners, LLC 4
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 4
Eliot Finkel Investment Counsel, LLC 4
Smithwood Advisers, L.P. 4
AMFIX - ASSET MANAGEMENT FUND - AAMA Income Fund 4
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 4
Shelter Ins Retirement Plan 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 4
Focused Investors LLC 4
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 4
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
Seneca Capital Investments, L.p. 4
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 4
Kensico Capital Management Corp 4
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 4
STONE RIDGE TRUST - Stone Ridge 2059 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2051 Inflation-Protected Longevity Income ETF 4
O'Brien Greene & Co. Inc 4
STONE RIDGE TRUST - Stone Ridge 2061 Longevity Income ETF 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
STONE RIDGE TRUST - Stone Ridge 2056 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2055 Longevity Income ETF 4
Steben Alternative Investment Funds 4
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 4
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 4
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
STONE RIDGE TRUST - Stone Ridge 2050 Longevity Income ETF 4
Sfm, Llc 4
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 4
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 4
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 4
BTCFX - PROFUNDS - Bitcoin Strategy ProFund Investor Class 4
ULTRA SERIES FUND - Conservative Allocation Fund Class I 4
ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I 4
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 4
MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Government Opportunities ETF 4
CLSHX - ADVISORONE FUNDS - CLS Shelter Fund Class N 4
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 4
STONE RIDGE TRUST - Stone Ridge 2057 Longevity Income ETF 4
Systrade AG 4
Global Alpha Capital Management Ltd. 4
ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I 4
STONE RIDGE TRUST - Stone Ridge 2052 Longevity Income ETF 4
ULTRA SERIES FUND - Moderate Allocation Fund Class I 4
STONE RIDGE TRUST - Stone Ridge 2049 Longevity Income ETF 4
Perry Creek Capital Lp 4
Sassicaia Capital Advisers Llc 4
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 4
Dempze Nancy E 4
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 4
STONE RIDGE TRUST - Stone Ridge 2060 Longevity Income ETF 4
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
STONE RIDGE TRUST - Stone Ridge 2054 Longevity Income ETF 4
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 4
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 4
STONE RIDGE TRUST - Stone Ridge 2053 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2059 Longevity Income ETF 4
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
PSTEX - Managed Portfolio Series - Principal Street Short Term Municipal Fund Investor Class 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 4
Unison Asset Management LLC 4
STONE RIDGE TRUST - Stone Ridge 2051 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2061 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2058 Longevity Income ETF 4
DPEMX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio DPT CLASS 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 4
Bourne Lent Asset Management Inc 4
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 4
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 4
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 4
Raptor Capital Management Lp 4
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 4
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund 4
Excelsia, Inc. 4
Savoie Capital LLC 4
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 4
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 4
Rhenman & Partners Asset Management AB 4
EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF 4
Cascabel Management LP 4
FinDec Wealth Services, Inc. 4
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
Greenhouse Wealth Management, LLC 4
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A 4
LEMB - iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF 4
ELCV - Strategy Shares - Eventide High Dividend ETF 4
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 4
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR 4
DFIP - Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 4
Parker Investment Management, LLC 4
JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV 4
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 4
SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares 4
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 4
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 4
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
Morgan Stanley India Investment Fund, Inc. 4
Connolly Sarah T. 4
DFA INVESTMENT TRUST CO - The DFA Short Term Investment Fund 4
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 4
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 4
Versus Capital Multi-manager Real Estate Income Fund Llc 4
Lloyd Park, LLC 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 4
Infini Master Fund 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 4
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I 4
Fiduciary Asset Management Llc 4
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 4
Northwestern Mutual Life Insurance Co 4
DVYA - iShares, Inc. - iShares Asia/Pacific Dividend ETF 4
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 4
Crescent Sterling, Ltd. 4
Gq Asset Management, Llc 4
Morgan Stanley Emerging Markets Fund Inc 4
Wesleyan Assurance Society 4
Rempart Asset Management Inc. 4
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 4
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 4
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 4
White River Investment Partners, LLC 4
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 4
FRTIX - FRANKLIN MUNICIPAL SECURITIES TRUST - FRANKLIN TENNESSEE MUNICIPAL BOND FUND Class A1 4
Qs Legg Mason Global Asset Allocation, Llc 4
IEVIX - LAZARD FUNDS INC - Lazard International Equity Value Portfolio Institutional Shares 4
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 4
Coury Firm Asset Management LLC 4
ADAR Investment Management LP 4
General Government Securities Money Market Funds Inc 4
Roberts Wealth Advisors, LLC 4
Evelyn Partners Investment Management (Europe) Ltd 4
ICNCX - ICON FUNDS - ICON Fund Class C 4
Atlas Financial Advisors, Inc. 4
III Capital Management 4
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 4
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 4
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 4
Schoolcraft Capital LLC 4
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 4
IBTO - iSHARES TRUST - iShares iBonds Dec 2033 Term Treasury ETF 4
IBMR - iSHARES TRUST - iShares iBonds Dec 2029 Term Muni Bond ETF 4
BlackRock ETF Trust - BlackRock Large Cap Value ETF 4
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 4
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 4
Bankers Trust Co Of South Dakota 4
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares 4
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund 4
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 4
JBGlobal.com LLC 4
Sandell Asset Management Corp 4
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 4
WATWX - WANGER ADVISORS TRUST - Wanger Select 4
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 4
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 4
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets VIT Fund Class I Shares 4
ARTKX - ARTISAN PARTNERS FUNDS INC - Artisan International Value Fund Investor Shares 4
Deutsche High Income Opportunities Fund, Inc. 4
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 4
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 4
AAFCPAs Wealth Management, LLC 4
Clarendon Private LLC 4
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A 4
Artha Capital Management, Inc. 4
Bleichroeder LP 4
Garnet Equity Capital Holdings, Inc. 4
Northstar Financial Companies, Inc. 4
Lebenthal Wealth Advisors, LLC 4
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 4
Tidal Trust II - YieldMax(TM) CVNA Option Income Strategy ETF 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
MARO - Tidal Trust II - YieldMax(TM) MARA Option Income Strategy ETF 4
Cathy Pareto & Associates, Inc 4
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 4
JDH Wealth Management, LLC 4
Dechtman Wealth Management, LLC 4
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 4
Amida Capital Management II, LLC 4
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 4
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 4
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 4
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 4
FPONX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2022 Fund Class R6 4
CSFOX - FORUM FUNDS II - Caravan Frontier Markets Opportunities Fund Supra Institutional Shares 4
General New Jersey Municipal Money Market Fund, Inc 4
Hendley & Co Inc 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
BankCap Equity Fund, LLC 4
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 4
CGOV Asset Management 4
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB 4
Highline Capital Management, L.p. 4
CNO Financial Group, Inc. 4
GOODX - GoodHaven Funds Trust - GoodHaven Fund 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 4
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 4
FXNCX - Franklin Tax Free Trust - Franklin North Carolina Tax-free Income Fund Class A1 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
Fiduciary Advisors, Inc. 4
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 4
Calvert Management Series - Calvert Emerging Markets Focused Growth Fund Class R6 4
FMISX - Franklin Tax Free Trust - Franklin Massachusetts Tax-free Income Fund Class A1 4
Cosner Financial Group, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
Kimberlite Investment Trust 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 4
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
Axa Financial Inc 4
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 4
Flower City Capital 4
FTOIX - Franklin Tax Free Trust - Franklin Ohio Tax-free Income Fund Class A1 4
Glen Point Capital LLP 4
Hudson Canyon Capital Management 4
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
Armistice Capital, Llc 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
UFIV - RBB FUND, INC. - US Treasury 5 Year Note ETF 4
Simplify Asset Management Inc. 4
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 4
BlackRock ETF Trust - BlackRock International Dividend ETF 4
EMM - Global X Funds - Global X Emerging Markets ETF 4
Connors Funds - Connors Hedged Equity Fund Institutional Class 4
Oakhurst Advisors,LLC 4
Veritas Asset Management LLP 4
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I 4
Western Asset Worldwide Income Fund Inc. 4
BCK Partners, Inc. 4
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 4
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 4
BUFY - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered International Moderate Buffer ETF 4
QGITX - Advisors Preferred Trust - Quantified Government Income Tactical Fund Investor Class Shares 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
Taylor, Cottrill LLC 4
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 4
ARK Investment Management LLC 4
Inman Jager Wealth Management, LLC 4
Deutsche High Income Trust 4
Pimco New York Municipal Income Fund Iii 4
Western Asset Emerging Markets Income Fund Inc. 4
Profunds - Profund Vp Europe 30 4
Sanoor Capital Management LP 4
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 4
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares 4
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 4
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 4
EKVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Pennsylvania Tax-Free Fund Class A 4
Centerline Wealth Advisors, LLC 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
Serenus Wealth Advisors, LLC 4
Oribel Capital Management, LP 4
Wealthgate Family Office, LLC 4
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 4
Napier Park Global Capital (US) LP 4
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 4
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 4
Angelo Gordon & Co., L.p. 4
HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I 4
Karani Asset Management LLC 4
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 4
FSR Wealth Management Ltd. 4
SVXFX - Smead Funds Trust - Smead International Value Fund Class I1 4
Panoramic Capital Partners, LLC 4
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 4
Dumac, Inc. 4
MAGSX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 4
MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 4
MMDAX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 4
Fidelity Central Investment Portfolios II LLC - Fidelity Mortgage Backed Securities Central Fund 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 4
Ascendant Capital Management, LLC 4
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 4
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 4
Southern Wealth Management, LLP 4
Boulder Growth & Income Fund 4
BIGB - Listed Funds Trust - Roundhill Big Bank ETF Roundhill BIG Bank ETF 4
Capital Planning LLC 4
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 4
Hartree Partners, LP 4
Socorro Asset Management LP 4
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 4
CSU Producer Resources, Inc. 4
Fondren Management LP 4
David Wealth Management LLC 4
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 4
Wealthsimple US, Ltd. 4
Mfg Wealth Management, Inc. 4
Nuveen Build America Bond Fund 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
Harvest Investment Advisors, LLC 4
Florence Capital Advisors, LLC 4
Park Capital Management, LLC / WI 4
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 4
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 4
Atw Spac Management Llc 4
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4
TARKX - Clark Fork Trust - Tarkio Fund 4
Income Research & Management 4
ZGBR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive United Kingdom ETF 4
Alexander Randolph Advisory Inc 4
Lazard Freres Gestion S.A.S. 4
TigerOak Management, L.L.C. 4
SIVSX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - STATE STREET INTERNATIONAL VALUE SPOTLIGHT FUND Class K 4
Sante Capital Fund, LP 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Anchor Pointe Wealth Management, LLC 4
Stanich Group LLC 4
Zazove Convertible Securities Fund Inc 4
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 4
Fairway Financial, LLC 4
FGSM - Advisors' Inner Circle Fund II - Frontier Asset Global Small Cap Equity ETF 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
Acorns Advisers, LLC 4
IBTM - iSHARES TRUST - iShares iBonds Dec 2032 Term Treasury ETF 4
Vanderbilt University 4
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 4
Keene & Associates, Inc. 4
Financial Harvest, LLC 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
Hazelview Securities Inc. 4
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 4
Daner Wealth Management, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 4
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 4
Sincerus Advisory, LLC 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 4
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 4
Wolfstich Capital, LLC 4
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 4
Financial Designs Corp 4
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 4
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 4
Cabot-Wellington, LLC 4
Davlin Philanthropic Funds 4
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 4
Bradyco, Inc. 4
Blankinship & Foster, LLC 4
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 4
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 4
Walter Public Investments Inc. 4
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 4
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 4
Integrity Advisory, LLC 4
Nationwide Asset Management LLC 4
FUNDX - FundX Investment Trust - FundX Upgrader Fund 4
HOTFX - FundX Investment Trust - FundX Aggressive Upgrader Fund 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
FINT - Advisors' Inner Circle Fund II - Frontier Asset Total International Equity ETF 4
Barbara Oil Co. 4
SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
STXE - EA Series Trust - Strive Emerging Markets Ex-China ETF 4
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 4
BOSS - Global X Funds - Global X Founder-Run Companies ETF 4
Gallagher Capital Advisors, LLC 4
SRTGX - SMA RELATIONSHIP TRUST - Series G 4
Gabalex Capital Management LLC 4
FIRI - Tidal Trust III - FIRE Funds(TM) Income Target ETF 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 4
AGT - iSHARES TRUST - iShares MSCI Argentina and Global Exposure ETF 4
Burkehill Global Management, LP 4
Academy Capital Management Inc/tx 4
Luts & Greenleigh Group, Inc 4
Integras Partners LLC 4
India Fund Inc 4
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 4
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 4
ACR Alpine Capital Research, LLC 4
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 4
Ascent Capital Management, LLC 4
OEQIX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class I 4
Tortoise Capital Advisors, L.l.c. 4
Arrien Investments, Inc. 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
RD Lewis Holdings, Inc. 4
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 4
North Forty Two & Co. 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
Stuyvesant Capital Management 4
Park West Asset Management LLC 4
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 4
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 4
Generali Investments, Management Co LLC 4
LDRC - iSHARES TRUST - iShares iBonds 1-5 Year Corporate Ladder ETF 4
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 4
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 4
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF 4
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 4
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 4
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 4
Jnl Series Trust - Jnl/crescent High Income Fund (a) 4
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 4
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 4
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 4
OLIO Financial Planning 4
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 4
Sage Investment Advisers LLC 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 4
Bancroft Fund Ltd 4
Century Capital Management Trust 4
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 4
Mufg Securities (canada), Ltd. 4
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 4
PIMCO Flexible Real Estate Income Fund 4
Sarissa Consulting Llc 4
Popular Income Plus Fund, Inc. - Popular Income Plus Fund Class C Shares 4
JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 4
Cg Funds Trust 4
MAAX - VanEck Vectors ETF Trust - VanEck Vectors Municipal Allocation ETF 4
Pembroke Management, LTD 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 4
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 4
Tcw Alternative Funds 4
Infini Capital Management Ltd 4
Foundation Wealth Management, LLC\PA 4
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
Bredin Investment Llc 4
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF 4
Gfs Private Wealth, Llc 4
Pnc Advantage Funds 4
Sofi Wealth, Llc 4
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Pacific Wealth Management 4
FIOBX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Opportunities Bond Fund Class A 4
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 4
Towle & Co 4
CNRYX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class 4
Cottonwood Mutual Funds 4
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 4
Dreyfus Municipal Money Market Fund, Inc. 4
Northern Cross, LLC 4
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 4
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 4
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Local Multi-Sector Account Portfolio 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
WCMWX - Investment Managers Series Trust - WCM Focused Emerging Markets ex China Fund Institutional Class 4
Fairpointe Capital LLC 4
Blackrock Munivest Fund Ii, Inc. 4
Franklin Mutual Recovery Fund 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 4
Troluce Capital Advisors LLC 4
AGGH - Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF 4
NWXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Emerging Markets Debt Fund Class A 4
Elite Financial, Inc. 4
Heirloom Wealth Management 4
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 4
Disciplined Investors, L.L.C. 4
First Interstate Bancsystem Inc 4
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 4
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 4
FTNYX - Voyageur Mutual Funds - Delaware Tax-free New York Fund Class A 4
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 4
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 4
Scheer, Rowlett & Associates Investment Management Ltd. 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
Pfm Funds 4
JNL SERIES TRUST - JNL/Oppenheimer Emerging Markets Innovator Fund (A) 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
Bmo Lgm Frontier Markets Equity Fund 4
Forge Financial Services LLC 4
DKM Wealth Management, Inc. 4
Voya Senior Income Fund 4
Linker Capital Management Inc. 4
Stonebridge Advisors Llc 4
Putnam Global Natural Resources Fund 4
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 4
David Kennon Inc 4
Syntax Advisors, Llc 4
Kemper Corp Master Retirement Trust 4
Putnam Global Utilities Fund 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
Grand Jean Capital Management Inc 4
Ramsey Asset Management 4
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 4
KDK Private Wealth Management, LLC 4
Union Square Park Capital Management, LLC 4
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 4
Blackrock Muniholdings New York Quality Fund, Inc. 4
Taylor & Morgan Wealth Management, LLC 4
Saybrook Capital /nc 4
Mosaic Advisors LLC 4
Bulwark Capital Corp 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 4
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 4
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 4
Investment Counsel Co Of Nevada 4
Valentine Ventures Llc 4
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 4
Appaloosa Management Lp 4
Para Advisors Llc 4
GQETX - GMO TRUST - GMO Quality Fund Class III 4
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
Blackrock Municipal Income Quality Trust 4
Oppenheimer Government Money Market Fund 4
Contrarian Capital Management, L.l.c. 4
South Street Advisors LLC 4
Master's Wealth Management Inc. 4
Tarsadia Capital, LLC 4
Oppenheimer Government Cash Reserves 4
Hawkeye Capital Management, LLC 4
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
Stonebridge Wealth Management, LLC 4
Oppenheimer Main Street All Cap Fund 4
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class 4
Valtura Capital Partners LLC 4
AGF Investments America Inc. 4
Generation Investment Management Llp 4
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 4
R. W. Roge & Company, Inc. 4
Bain Capital Public Equity, LP 4
Ab Fixed Income Shares Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
Dauntless Investment Group, LLC 4
PBSAX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-2 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A 4
GoodHaven Capital Management, LLC 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional 4
Bastion Asset Management Inc. 4
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 4
MFLX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Municipal CEF Income Opportunity ETF 4
Parker Financial LLC 4
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 4
Piper Jaffray Companies 4
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 4
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 4
WTCOX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Colorado Tax Free Fund -Retail Class 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
Affinia Financial Group, Llc 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 4
PMV Capital Advisers, LLC 4
Montchanin Asset Management, Llc 4
FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class 4
POGSX - Oak Associates Funds - Pin Oak Equity Fund 4
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 4
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 4
WFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Asia Pacific Fund Class A 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
Jeereddi Investments, LP 4
XCOR - FundX Investment Trust - FundX ETF 4
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 4
North Run Capital, Lp 4
FRN - Invesco Exchange-Traded Fund Trust II - Invesco Frontier Markets ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 4
Blackrock Municipal 2030 Target Term Trust 4
Blackrock Taxable Municipal Bond Trust 4
Abrams Capital Management, L.p. 4
Vega Investment Solutions 4
Blackrock Muniholdings Quality Fund Ii, Inc. 4
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares 4
Blackrock Muniholdings Quality Fund, Inc. 4
Gf Fund Management Co. Ltd. 4
WS Portfolio Advisory, LLC 4
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
Blackrock Muniyield New York Quality Fund, Inc. 4
Falcon Edge Capital, LP 4
Force Capital Management LLC 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
PRB Advisors LLC 4
New South Capital Management Inc 4
Aurdan Capital Management, LLC 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 4
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 4
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 4
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 4
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A 4
ROCI - EA Series Trust - ROC ETF 4
FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class 4
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 4
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 4
blooom, inc. 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
Dreyfus Treasury & Agency Cash Management 4
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 4
Lwmg, Llc 4
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 4
Lakeshore Capital Group, Inc. 4
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C 4
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 4
Greater India Portfolio - Greater India Portfolio 4
Marmo Financial Group, LLC 4
New Mountain Vantage Advisers, L.l.c. 4
BUFQ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 4
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Sunesis Advisors, LLC 4
5th Street Advisors, LLC 4
Ruane, Cunniff & Goldfarb L.P. 4
Planning Center, Inc. 4
Roof Advisory Group, Inc. 4
Metatron Capital SICAV plc 4
Exor Capital LLP 4
M1 Capital Management LLC 4
WealthSpring Partners, LLC 4
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
Osher Van de Voorde Investment Management 4
CGMRX - CGM TRUST - CGM Realty Fund 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
Acadia Trust Na 4
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 4
Pullen Investment Management, LLC 4
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A 4
Personal Financial Consultants Inc /adv 4
Adamcapital Gestao De Recursos Ltda. 4
Peg Capital Management Inc /nh/ 4
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund 4
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund 4
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 4
PWRAX - Northern Lights Fund Trust - Power Income Fund Class A 4
Canerector Inc 4
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 4
Convergent Wealth Advisors 4
Tirschwell & Loewy Inc 4
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 4
Oasis Management Co Ltd. 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
QERIX - AQR Funds - AQR Emerging Relaxed Constraint Equity Fund Class I 4
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 4
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 4
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3 4
Envoi LLC 4
Kirtland Hills Capital Management, Llc 4
AltraVue Capital, LLC 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
Wright Private Asset Management 4
Hahn Capital Management Llc 4
Ksa Capital Management, Llc 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
Woodburn R Robert Jr 4
Wellington Capital Management, Inc. 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 4
VISEX - VALIC Co II - International Opportunities Fund 4
Tidal Trust II - Defiance Treasury Alternative Yield ETF 4
TB Alternative Assets Ltd. 4
Carmel Capital Management L.L.C. 4
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 4
Echo Point Investment Management, LLC 4
SIG North Trading, ULC 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960F 4
JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
Forbes Financial Planning, Inc. 4
Riverview Capital Advisers, LLC 4
Arcadia Wealth Management, LLC 4
Weitz Investment Management, Inc. 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956F 4
Global Strategic Management Inc 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958F 4
Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957F 4
CCLA Investment Management Ltd 4
Family Wealth Partners, Llc 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954F 4
Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954M 4
Bracebridge Capital, LLC 4
Talkot Capital, LLC 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952M 4
Swp Financial Llc 4
Gerber, Llc 4
Blueprint Financial Advisors LLC 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950F 4
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 4
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF 4
Investment Counsel Inc. 4
Advent Claymore Convertible Securities & Income Fund Ii 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951M 4
Roger Wittlin Investment Advisory, LLC 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949F 4
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950M 4
STONE RIDGE TRUST - LIFEX Income Fund 1963M 4
STONE RIDGE TRUST - LIFEX Income Fund 1960F 4
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 4
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 4
STONE RIDGE TRUST - LIFEX Income Fund 1963F 4
Ccm Investment Group, Llc 4
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 4
Pinnacle Wealth Management, LLC 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
Pioneer Floating Rate Trust 4
Vinland Capital Management Gestora de Recursos LTDA. 4
STONE RIDGE TRUST - LIFEX Income Fund 1961F 4
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund 4
Aristotle Atlantic Partners, Llc 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961F 4
Alphinity Investment Management Pty Ltd 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955M 4
STONE RIDGE TRUST - LIFEX Income Fund 1962F 4
Ariose Capital Management Ltd 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955F 4
Shanda Payment Holdings Ltd. 4
Timberline Asset Management LLC 4
Sterling Wealth Management, Inc. 4
Endurance Services Ltd 4
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949M 4
Pactiv General Employee Benefit Trust 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951F 4
Parus Finance SA 4
Optimist Retirement Group LLC 4
Castle Creek Capital Partners V, LP 4
Moller Financial Services 4
Guinness Atkinson Asset Management Inc 4
Garcia Hamilton & Associates Lp/de 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Clayton Financial Group LLC 4
Rovida Advisors Inc. 4
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 4
Hansberger Growth Investors, Lp 4
EEMGX - MFS SERIES TRUST VII - MFS Emerging Markets Equity Research Fund R4 4
DSG Capital Advisors, LLC 4
TD Ameritrade Trust Co 4
Korea Fund Inc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 4
Emery Howard Portfolio Management, Inc. 4
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF 4
Alta Fundamental Advisers LLC 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2015 Fund Class A 4
Weatherbie Capital, Llc 4
Legacy Wealth Management, Inc 4
Seek First Inc. 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
Allen Wealth Management, Llc 4
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 4
Rockingstone Advisors LLC 4
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 4
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 4
AAAFX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2015 Portfolio Investor Class 4
Pennant Capital Management, LLC 4
BSAE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 USD Emerging Markets Debt ETF 4
Master Basic Value Llc 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 4
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 4
Seamount Financial Group Inc 4
Fogel Capital Management, Inc. 4
MCRDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA CREDIT OPPORTUNITIES FUND Investor Class Shares 4
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 4
Mustard Seed Financial, LLC 4
RP Investment Advisors LP 4
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
Future You Wealth Llc 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4
Gabelli Global Small & Mid Cap Value Trust 4
Advanced Series Trust - Ast Mfs Global Equity Portfolio 4
Tiger Eye Capital LLC 4
FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares 4
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
XFLX - FundX Investment Trust - FundX Flexible ETF 4
Windhaven Investment Management, Inc. 4
CALIFORNIA FIRST LEASING Corp 4
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 4
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 4
Mokosak Advisory Group, LLC 4
MSSS - Northern Lights Fund Trust IV - Monarch Select Subsector Index ETF 4
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 4
Daniels&Tansey,LLP 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Prudence Asset Management Ltd 4
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 4
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 4
EMFM - Global X Funds - Global X MSCI Next Emerging & Frontier ETF 4
HGI Capital Management, LLC 4
Avanda Investment Management Pte. Ltd. 4
William Harris Investors Inc 4
ARGT - Global X Funds - Global X MSCI Argentina ETF 4
CRTBX - PFS FUNDS - Conquer Risk Tactical Rotation Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 4
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 4
Stanley Capital Management, LLC 4
PIMCO FUNDS - PIMCO Municipal Portfolio 4
Eaton Vance Floating-rate 2022 Target Term Trust 4
Trinity Street Asset Management LLP 4
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional 4
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 4
Ai Financial Services Llc 4
RK Capital Management, LLC/FL 4
BXEIX - MassMutual Advantage Funds - MassMutual Emerging Markets Debt Blended Total Return Fund Class I 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
Tcg Financial Series Trust Vii 4
Great Waters Wealth Management 4
Profit Investment Management, LLC 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
Foundation Resource Management Inc 4
ISRYX - AB CAP FUND, INC. - AB International Low Volatility Equity Portfolio Advisor Class 4
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 4
Worm Capital, Llc 4
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 4
Tyrian Investments, L.P. 4
Boomfish Wealth Group, LLC 4
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 4
Garland Capital Management Inc 4
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 4
Hoge Financial Services, Llc 4
Bonness Enterprises Inc 4
Packer & Co Ltd 4
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 4
Ttp Investments, Inc. 4
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 4
Hamlin Capital Management, LLC 4
Bellevue Group AG 4
Penn Davis Mcfarland Inc 4
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 4
Nishkama Capital, LLC 4
Tcg Financial Series Trust I 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
Prairieview Wealth Partners, Llc 4
Fcm Investments/tx 4
FLKR - Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF 4
Lakeside Advisors, INC. 4
Baugh & Associates, LLC 4
Biechele Royce Advisors 4
EICGX - EATON VANCE GROWTH TRUST - Eaton Vance Greater China Growth Fund Class I 4
QAWSX - Ultimus Managers Trust - Q3 ALL-WEATHER SECTOR ROTATION FUND Investor Class 4
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 4
RiverPark Advisors, LLC 4
Codex Capital, L.L.C. 4
UEPIX - Profunds - Europe 30 Profund Investor Class 4
Bennicas & Associates, Inc. 4
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 4
DALI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright DALI 1 ETF 4
GOVI - Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF 4
Smh Capital Advisors Inc 4
FBZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Brazil AlphaDEX Fund 4
DSSMX - DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selective State Municipal Bond Portfolio Institutional Class 4
Nicollet Investment Management, Inc. 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Morgan Creek Series Trust 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
TNXIX - 1290 Funds - 1290 Retirement 2060 Fund Class I 4
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 4
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 4
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 4
12th Street Asset Management Company, LLC 4
Conatus Capital Management LP 4
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 4
Daniel Devine & Co 4
DIPS - Tidal Trust II - YieldMaxTM Short NVDA Option Income Strategy ETF 4
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 4
Martel Wealth Advisors Inc 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
Wedgewood Partners Inc 4
Berry Wealth Group, LP 4
SWM Advisors 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
Keystone Financial Services, LLC 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2020 Fund Class Y 4
St. James Investment Company, LLC 4
Glenorchy Capital Ltd 4
STONE RIDGE TRUST - LifeX 2035 Term Income ETF 4
von Borstel & Associates, Inc. 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
Gimbal Financial 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 4
Strategic Point Investment Advisors, LLC 4
Callodine Capital Management, LP 4
BluePointe Capital Management, LLC 4
Northern Lights Fund Trust - PFG Janus Henderson(R) Balanced Strategy Class R Shares 4
Stephenson & Company, Inc. 4
MontVue Capital Management, Inc. 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
Dupree Financial Group, LLC 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 4
BCEMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact Emerging Markets Fund 4
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF 4
DXGE - WisdomTree Trust - WisdomTree Germany Hedged Equity Fund N/A 4
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 4
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 4
EMS Capital LP 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Long Road Investment Counsel, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class 4
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF 4
FT Options LLC 4
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 4
CPII - AMERICAN BEACON SELECT FUNDS - American Beacon Ionic Inflation Protection ETF 4
Multisector Income Portfolio 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 4
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 4
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 4
Gunderson Capital Management Inc. 4
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 4
Longview Partners (Guernsey) LTD 4
HCPBX - HC CAPITAL TRUST - The Inflation Protected Securities Portfolio HC Strategic Shares 4
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 4
HCBSX - Hc Capital Trust - The Intermediate Term Municipal Bond Ii Portfolio Hc Strategic Shares 4
Axonic Funds - Axonic Strategic Income Fund Class I Shares 4
Black Creek Investment Management Inc. 4
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 4
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 4
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 4
Emerging Global Advisors, LLC 4
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 4
Custos Family Office, LLC 4
Thrax Management, LLC 4
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N 4
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 4
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 4
RCEMX - Rimrock Funds Trust - Rimrock Emerging Markets Corporate Credit Fund 4
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 4
SkyTop Capital Management LLC 4
Edmond De Rothschild Private Merchant Banking Llp 4
ICDBX - IVY FUNDS - Ivy Pzena International Value Fund Class B 4
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 4
Somerset Capital Management LLP 4
Amara Financial, Llc. 4
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 4
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 4
Metropolitan Capital Advisors Inc 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
Pavion Blue Capital, LLC 4
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 4
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 4
Windward Private Wealth Management Inc. 4
Enclave Advisors LLC 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
EXNTX - MANNING & NAPIER FUND, INC. - New York Tax Exempt Series Class A 4
Invesco Private Capital, Inc. 4
Ellsworth Growth & Income Fund Ltd 4
Broadmark Asset Management Llc 4
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 4
EICVX - FundVantage Trust - EIC Value Fund Class A 4
Capstone Capital Wealth Advisors 4
Gamco Natural Resources, Gold & Income Trust 4
GUDAX - GUGGENHEIM FUNDS TRUST - Guggenheim Diversified Income Fund Class A 3
SBALX - VICTORY PORTFOLIOS - Victory Strategic Allocation Fund Class A 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 3
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 3
ADVGX - Investment Managers Series Trust - Advisory Research All Cap Value Fund 3
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1 3
JLFAX - John Hancock Funds II - Multimanager 2030 Lifetime Portfolio Class A 3
John Hancock Funds II - Asia Pacific Total Return Bond Fund Class NAV 3
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 3
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1 3
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 3
JLBAX - John Hancock Funds II - Multimanager 2015 Lifetime Portfolio Class A 3
FYAIX - Access One Trust - ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS 3
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1 3
JLAAX - John Hancock Funds II - Multimanager 2010 Lifetime Portfolio Class A 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
JLEAX - John Hancock Funds II - Multimanager 2025 Lifetime Portfolio Class A 3
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1 3
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4 3
JLDAX - John Hancock Funds II - Multimanager 2020 Lifetime Portfolio Class A 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1 3
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1 3
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1 3
SFGIX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Growth and Income Fund Investor 3
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 3
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares 3
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A 3
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A 3
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
FM - iShares, Inc. - iShares MSCI Frontier 100 ETF 3
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 3
EWY - iShares, Inc. - iShares MSCI South Korea ETF 3
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 3
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
BSMM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Municipal Bond ETF 3
BSDE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 USD Emerging Markets Debt ETF 3
BSML - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Municipal Bond ETF 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
XT - iSHARES TRUST - iShares Exponential Technologies ETF 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
COLO - Global X Funds - Global X MSCI Colombia ETF 3
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 3
Turn8 Private Wealth Inc. 3
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 3
VLGSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Treasury Index Fund Admiral Shares 3
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 3
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 3
FEMB - First Trust Exchange-Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF 3
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 3
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
AMAPX - AMANA MUTUAL FUNDS TRUST - Amana Participation Fund Investor Shares 3
QLS - IndexIQ ETF Trust - IQ Hedge Long/Short Tracker ETF 3
QED - IndexIQ ETF Trust - IQ Hedge Event-Driven Tracker ETF 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 3
Prudent Investors Network 3
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 3
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 3
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 3
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 3
Hilltop Wealth Advisors, Llc 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 3
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 3
Integer Wealth Advisors Group LLC 3
VPC - ETFis Series Trust I - Virtus Private Credit Strategy ETF 3
Truefg, Llc 3
Aufman Associates Inc 3
Avalon Advisory Group 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
MMAFX - AMG Funds I - AMG FQ Global Risk-Balanced Fund Class Z 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Cape Ann Asset Management Ltd 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 3
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
FLATX - FIDELITY INVESTMENT TRUST - Fidelity Latin America Fund 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
Amia Capital LLP 3
Crake Asset Management LLP 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2050 FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2025 FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2055 FUND Investor A Shares 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2040 FUND K SHARES 3
Stewart Asset Management, LLC 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA RETIREMENT FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2020 FUND INVESTOR A SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2060 FUND INVESTOR A SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2045 FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2035 FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2030 FUND K SHARES 3
EFEAX - Ashmore Funds - Ashmore Emerging Markets Frontier Equity Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A 3
Wishbone Management, LP 3
Armor Advisors, L.l.c. 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
FrontFour Capital Group LLC 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
Aberdeen Funds - Aberdeen Asia Pacific (ex-Japan) Equity Fund Institutional Class 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
Impact Asset Management GmbH 3
NWGHX - NATIONWIDE MUTUAL FUNDS - Nationwide Diamond Hill Large Cap Concentrated Fund Class A 3
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 3
EALDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration Government Income Fund Class A 3
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 3
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 3
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 3
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
HRETX - HARBOR FUNDS - Harbor Robeco Emerging Markets Conservative Equities Fund Institutional Class 3
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 3
BlackRock Funds II - BlackRock LifePath Smart Beta 2065 Fund Class K Shares 3
TARRX - AB CORPORATE SHARES - AB Tax-Aware Real Return Income Shares 3
SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I 3
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
Benefit Street Partners LLC 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 3
Shone Asset Management LLC 3
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF 3
Research Affiliates, LLC 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
Merit Investment Management, LLC 3
FBR & Co. 3
Atlanta Financial Associates Llc /adv 3
FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF 3
BEEHX - FORUM FUNDS - The BeeHive Fund 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 3
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 3
Profunds - Profund Vp Asia 30 3
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 3
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 3
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
LNOAX - Northern Lights Fund Trust - LADENBURG INCOME & GROWTH FUND Class A Shares 3
LOWAX - Northern Lights Fund Trust - LADENBURG GROWTH & INCOME FUND Class A Shares 3
LNCAX - Northern Lights Fund Trust - LADENBURG INCOME FUND Class A Shares 3
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares 3
BRTNX - PFS FUNDS - Bretton Fund 3
ILCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Local Currency Debt Fund Class P 3
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
BVAL - ETF Series Solutions - Brand Value ETF 3
AMMVX - Advisors' Inner Circle Fund III - Aegon Emerging Markets Debt Fund Investor Shares 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 3
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
TBND - Collaborative Investment Series Trust - Tactical Income ETF 3
ULTRA SERIES FUND - Aggressive Allocation Fund Class I 3
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 3
ULTRA SERIES FUND - Mid Cap Fund Class I 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
MISEX - Midas Series Trust - Midas Magic 3
TINIX - NORTHERN LIGHTS FUND TRUST III - ACM Tactical Income Fund Class I 3
Harold Davidson & Associates Inc. 3
RULRX - World Funds Trust - Rule One Fund 3
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 3
BlackRock Health Sciences Trust II 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Conservative Fund 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Moderate Fnd AZL MVP Fusion Dynamic Moderate Fund 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Balanced Fnd AZL MVP Fusion Dynamic Balanced Fund 3
MALAX - Mirae Asset Discovery Funds - Asia Fund Class A Shares 3
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
RWTIX - Two Roads Shared Trust - Redwood AlphaFactor Tactical Core Fund Class I 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 3
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 3
IECAX - IVY FUNDS - Ivy Pictet Emerging Markets Local Currency Debt Fund Class A 3
MKIEX - Advisors' Inner Circle Fund - Mckee International Equity Portfolio Institutional Class Shares 3
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares 3
WCMUX - Investment Managers Series Trust - WCM Focused ESG Emerging Markets Fund Investor Class Shares 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
ASFFX - Arrow Investments Trust - ARROW DYNAMIC INCOME FUND CLASS A SHARES 3
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 3
Oaktree Capital Group Holdings GP, LLC 3
Lowell Blake & Associates Inc. 3
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 3
FKO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust South Korea AlphaDEX Fund 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
FFTG - Northern Lights Fund Trust IV - FormulaFolios Tactical Growth ETF 3
SMDFX - Monteagle Funds - Smart Diversification Fund Class I 3
CATEX - Starboard Investment Trust - Cavalier Growth Opportunities Fund Institutional Class Shares 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund 3
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 3
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 3
SPSK - Tidal ETF Trust - SP Funds Dow Jones Global Sukuk ETF 3
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 3
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 3
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 3
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
Lightyear Fund Ii, L.p. 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund 3
WPITX - WP Trust - WP International Companies Income Plus Fund Institutional Class Shares 3
LionEye Capital Management LLC 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Bluestem Financial Advisors, Llc 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
Allied Irish Banks Plc 3
Scotia Institutional Investments US, LP 3
Jacob Asset Management Of New York Llc 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
Legg Mason International Equities 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
Mainstream Investment Advisers LLC 3
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 3
Sagus Financial Fund, L.P. 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Egerton Capital Ltd 3
Roc Capital Management, L.P. 3
Oppenheimer & Close, Inc. 3
Opus Trading Fund LLC 3
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 3
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF 3
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 3
GBLMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class I Shares 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
CHYAX - Northern Lights Fund Trust - CMG Tactical Bond Fund Class A Shares 3
GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund 3
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
KKR Credit Opportunities Portfolio 3
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 3
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 3
Holding Frank B Jr 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 3
Trident IV LP 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 3
CRMVX - PFS FUNDS - Conquer Risk Managed Volatility Fund 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan International Moderate Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate VP Initial 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Conservative VP Initial 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 3
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 3
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund 3
Newman & Schimel, LLC 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 3
Nia Impact Advisors, Llc 3
GTAAX - Northern Lights Fund Trust - Power Global Tactical Allocation/JAForlines Fund Class A 3
Roth Financial Partners LLC 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
Newton One Investments LLC 3
ALLW - SSGA Active Trust - SPDR Bridgewater All Weather ETF 3
Eq Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
Avory & Company, LLC 3
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y 3
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
Fort Henry Capital, LLC 3
Prospect Hill Management, LLC 3
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 3
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
Bank of Finland 3
Ivy Lane Capital Management, Llc 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA 3
EBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Emerging Markets Local Bond ETF 3
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 3
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 3
SSBWX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2030 Fund Class I 3
Ararat Capital Management, LP 3
SSBRX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2025 Fund Class I 3
HN Saltoro Capital, LP 3
Bradley Mark J. 3
FSEDX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Local Currency Fund 3
GMTZX - GuideStone Funds - MyDestination 2015 Fund Investor 3
GMWZX - GuideStone Funds - MyDestination 2025 Fund Investor 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 3
Sheets Smith Investment Management 3
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 3
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares 3
FMUB - Fidelity Merrimack Street Trust - Fidelity Municipal Bond Opportunities ETF 3
Davis Partnership, LP 3
AdviceOne Advisory Services, LLC 3
SRTMX - SMA RELATIONSHIP TRUST - Series M 3
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 3
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class 3
JALGX - John Hancock Funds II - Multimanager Lifestyle Growth Portfolio Class A 3
JALRX - John Hancock Funds II - Multimanager Lifestyle Conservative Portfolio Class A 3
CPG Cooper Square International Equity, LLC 3
JALMX - John Hancock Funds II - Multimanager Lifestyle Moderate Portfolio Class A 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 3
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 3
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 3
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 3
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 3
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 3
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 3
Alamar Capital Management, LLC 3
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 3
PGIM Short Duration High Yield Opportunities Fund 3
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 3
RCRIX - RIVERPARK FUNDS TRUST - RiverPark Floating Rate CMBS Fund Institutional Class Shares 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 3
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 3
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
EAMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Taxable Municipal Bond Fund Class A 3
JRHPX - John Hancock Funds II - Multi-Index 2030 Preservation Portfolio Class R4 3
JRFPX - John Hancock Funds II - Multi-Index Income Preservation Portfolio Class R4 3
JREPX - John Hancock Funds II - Multi-Index 2025 Preservation Portfolio Class R4 3
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
Hatton Consulting, Inc. 3
Coerente Capital Management 3
MIMAX - Natixis Funds Trust II - Loomis Sayles Intermediate Municipal Bond Fund Class A 3
Cornerstone Retirement Group, Inc. 3
Quantitative Value Technologies, Llc 3
QISRX - Pear Tree Funds - Pear Tree Polaris International Opportunities Fund R6 Shares 3
Cadence Wealth Management LLC 3
Cornerstone Wealth Advisors, Inc. 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A 3
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 3
Feis Lawrence Michael 3
HCMAX - ALPS Series Trust - Hillman Value Fund 3
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
AADWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2055 Portfolio I Class 3
AAEGX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2060 Portfolio I Class 3
AADHX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2045 Portfolio Investor Class 3
AAEVX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2065 Portfolio R6 Class 3
AADNX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2050 Portfolio Investor Class 3
AACSX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2040 Portfolio Investor Class 3
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 3
Refined Wealth Management 3
GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class 3
Laurus Investment Counsel Inc. 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
Tidal Trust II - YieldMax(TM) S&P 500 0DTE Covered Call Strategy ETF 3
RYHDX - RYDEX SERIES FUNDS - High Yield Strategy Fund Class A 3
Bassett Hargrove Investment Counsel, Llc 3
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 3
NHYMX - Northern Funds - Northern High Yield Municipal Fund 3
PFIX - Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
Jnl Series Trust - Jnl/invesco China-india Fund (a) 3
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 3
Tidal Trust II - YieldMaxTM MSTR Short Option Income Strategy ETF 3
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 3
FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 3
SAM Advisors, LLC 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
ALPS ETF Trust - ALPS Hillman Active Value ETF 3
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class 3
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3
Carlyle Financial Services, Ltd. 3
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
VSPY - Spinnaker ETF Series - VectorShares Min Vol ETF 3
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 3
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 3
MCNBX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 3
MAGBX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 3
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 3
MMDRX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 3
Maxim Capital Management Llc 3
SSFI - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 3
Nuveen Equity Premium Advantage Fund 3
Nuveen Diversified Currency Opportunities Fund 3
White Knight Strategic Wealth Advisors, LLC 3
Principled Equity Market Fund 3
Cassaday & Co Inc. 3
Brewster Financial Planning LLC 3
Cornerstone Progressive Return Fund 3
Dreyfus Worldwide Dollar Money Market Fund Inc 3
Hartford Alternative Strategies Fund 3
Altmfx Trust 3
Stratton Mid Cap Value Fund, Inc. 3
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 3
Philadelphia Investment Partners New Generation Fund 3
SHEH - Precidian ETFs Trust - Shell plc ADRhedged 3
Global High Income Fund Inc 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 3
Berwyn Funds 3
Active Assets Money Trust 3
Columbia Funds Variable Insurance Trust I 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
Appleton Funds 3
Strategic Planning, Inc. 3
Alliancebernstein Income Fund Inc 3
Bif Multi State Municipal Series Trust 3
Corsair Opportunity Fund 3
Blodgett Wealth Advisors, Llc 3
Dreyfus Institutional Cash Advantage Funds 3
Gouws Capital LLC 3
Touchstone Tax Free Trust 3
Morgan Stanley Liquid Asset Fund Inc 3
American Funds Global High-income Opportunities Fund 3
FourWorld Capital Management LLC 3
Presper Financial Architects, LLC 3
Starfox Financial Services, LLC 3
Ghe, Llc 3
Seven Grand Managers, Llc 3
Paralel Advisors LLC 3
Goldstream Capital Management Ltd 3
Moerus Capital Management LLC 3
Viewpoint Investment Partners Corp 3
Silverhawk Asset Management, Llc 3
Defender Capital, LLC. 3
McBroom & Associates, LLC 3
Pb Investment Partners, L.p. 3
Unconventional Investor, LLC 3
DPM Capital LLC 3
CTF Capital Management, LP 3
Evergreen Advisors, LLC 3
Driver Management Co LLC 3
Paragon Financial Partners, Inc. 3
Financial Planners of Cleveland, Inc. 3
Emerging Variant Capital Management LP 3
Protective Life Corp 3
New Legacy Group, LLC 3
Audent Global Asset Management, LLC 3
Resolute Capital Asset Partners LLC 3
Carronade Capital Management, LP 3
Ashler Capital Llc 3
Forager Funds Management Pty Ltd 3
Blackstone / Gso Floating Rate Enhanced Income Fund 3
Dreyfus Institutional Liquidity Funds 3
SCW Capital Management, LP 3
Upper Left Wealth Management, LLC 3
Performa Ltd (US), LLC 3
Dean, Jacobson Financial Services, LLC 3
Kite Lake Capital Management (uk) Llp 3
Sachem Head Capital Management LP 3
Cqs (us), Llc 3
Sander Capital Advisors Inc 3
Sturgeon Ventures LLP 3
Versus Capital Real Assets Fund Llc 3
Guardcap Asset Management Ltd 3
Vericrest Private Wealth 3
Circle Road Advisors Lp 3
Diameter Capital Partners LP 3
Geometric Wealth Advisors 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Centenus Global Management, Lp 3
TSWMX - JOHCM Funds Trust - TSW Emerging Markets Fund Advisor Shares 3
Georgetown University 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
Vienna Asset Management LLC 3
MEME - Listed Funds Trust - Roundhill MEME ETF 3
Caxton Corp 3
BXQIX - MassMutual Advantage Funds - MassMutual Global Emerging Markets Equity Fund Class I 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Columbia Etf Trust 3
Meteora Capital, LLC 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
Morgan Stanley Select Dimensions Investment Series 3
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 3
BEMYX - Advisors' Inner Circle Fund III - BARROW HANLEY EMERGING MARKETS VALUE FUND Y Shares 3
Blackrock Defined Opportunity Credit Trust 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 3
Erickson Financial Group, LLC 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
Federated Core Trust III - Federated Project and Trade Finance Core Fund 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
Oppenheimer Global Multi-alternatives Fund. 3
Nuveen Select Tax Free Income Portfolio 3
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 3
Fidato Wealth LLC 3
EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
Tidal Trust II - Defiance Gold Enhanced Options Income ETF 3
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 3
Western Asset Middle Market Income Fund Inc. 3
Athena Investment Management 3
BWNYX - BULLFINCH FUND INC - Greater Western New York Series 3
Eagle Growth & Income Fund 3
Oaktree Funds 3
Localshares Investment Trust 3
Raymond James Trust Co. Of Nh 3
Croft Funds Corp 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. 3
KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares 3
Castle Creek Capital Partners VIII, LP 3
Dtf Tax-free Income Inc 3
Shah Capital Management 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Finer Wealth Management, Inc. 3
Asia Tigers Fund Inc 3
Aberdeen Australia Equity Fund Inc 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 3
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C 3
Neuberger Berman California Intermediate Municipal Fund Inc 3
Eaton Vance Senior Floating Rate Trust 3
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF 3
Ern Llc 3
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 3
Nuveen Amt-free Municipal Value Fund 3
LTG Capital LLC 3
Nuveen Municipal Income Fund Inc 3
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 3
Eagle Capital Growth Fund, Inc. 3
DRNYX - BNY Mellon New York Tax Exempt Bond Fund, Inc. - BNY Mellon New York Tax Exempt Bond Fund, Inc. 3
General California Municipal Money Market Fund 3
Miller Wealth Advisors, Llc 3
Ulrich Consultants & Investment Group, LLC 3
Eaton Vance Floating-rate Income Trust 3
Oppenheimer International Growth Fund 3
VPAIX - VANGUARD PENNSYLVANIA TAX-FREE FUNDS - Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares 3
Stone Harbor Emerging Markets Income Fund 3
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 3
REVAX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class A 3
Nuveen Municipal 2021 Target Term Fund 3
Stone Harbor Emerging Markets Total Income Fund 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
CPII - Tidal ETF Trust - Ionic Inflation Protection ETF 3
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 3
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
SSXU - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector International ETF 3
BITIX - ProFunds - Short Bitcoin Strategy ProFund Investor Class 3
Dreyfus Funds Inc 3
BEOIX - Advisors' Inner Circle Fund III - BARROW HANLEY CONCENTRATED EMERGING MARKETS ESG OPPORTUNITIES FUND I Shares 3
Swiss Helvetia Fund, Inc. 3
Blackrock Resources & Commodities Strategy Trust 3
Blackrock Energy & Resources Trust 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
block.one 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
Active Assets Prime Trust 3
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 3
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 3
Franklin Templeton Money Fund Trust 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
TORYX - Torray Fund - The Torray Fund Torray Fund 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
Praetorian PR LLC 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
Institutional Fiduciary Trust 3
Money Market Portfolios 3
Daxor Corp 3
Franklin U.s. Government Money Fund 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
Barings Participation Investors 3
Eaton Vance Senior Income Trust 3
Growth Portfolio 3
Nuveen Mortgage Opportunity Term Fund 2 3
Blackstone / Gso Senior Floating Rate Term Fund 3
Blackstone / Gso Long-short Credit Income Fund 3
Blackstone / Gso Strategic Credit Fund 3
Tcg Financial Series Trust Ii 3
Tcg Financial Series Trust Iii 3
Tcg Financial Series Trust Iv 3
Fee-Only Financial Planning, L.C. 3
Petredis Investment Advisors Llc 3
Nuveen Emerging Markets Debt 2022 Target Term Fund 3
Nuveen High Income December 2019 Target Term Fund 3
Kavilco Inc/wa/ 3
Ellerson Group Inc /adv 3
Blackrock New York Municipal Income Trust 3
PRNT - Ark ETF Trust - The 3D Printing ETF 3
PIALX - PIONEER ASSET ALLOCATION TRUST - Pioneer Solutions - Balanced Fund : Class A 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Atlas Wealth Partners, LLC 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 3
WAMIX - WST Investment Trust - WSTCM Credit Select Risk-Managed Fund Institutional Shares 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
Blackrock New York Municipal Income Trust Ii 3
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 3
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 3
Oppenheimer Developing Markets Fund 3
Nuveen New York Quality Municipal Income Fund 3
Heritage Wealth Management, Inc./Texas 3
Broadleaf Partners, LLC 3
Bristol County Savings Bank 3
RIMIX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class 3
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 3
Financial Alternatives, Inc 3
HGC Investment Management Inc. 3
Cruiser Capital Advisors, Llc 3
Adventist Health System Sunbelt Healthcare Corp 3
Wela Strategies, Inc. 3
JPMorgan Chase Bank, N.A. 3
Woodbridge CO LTD 3
Pioneer Wealth Management Group 3
PhiloSmith Capital Corp 3
Carpenter Community BancFund-A, L.P. 3
Walker Financial Services, Inc. 3
Ursa Fund Management, LLC 3
Bishop Rock Capital, L.P. 3
22nw, Lp 3
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF 3
H7 Holdings, LLC 3
Oakview Capital Management, L.p. 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (II) Class 3 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (II) Class 3 3
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 3
TIPSX - WisdomTree Digital Trust - WisdomTree TIPS Digital Fund N/A 3
Kensington Asset Management, LLC 3
Seafarer Capital Partners, LLC 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 3
GFI Investment Counsel Ltd. 3
EMC - Global X Funds - Global X Emerging Markets Great Consumer ETF 3
UTRE - RBB FUND, INC. - US Treasury 3 Year Note ETF 3
USVN - RBB FUND, INC. - US Treasury 7 Year Note ETF 3
Everett Capital Advisors UK LLP 3
Odey Asset Management LLP 3
Pachira Investments Inc. 3
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (II) Class 3 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
POLCX - Datum One Series Trust - Polar Capital Emerging Market Ex-China Stars Fund 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Woodbine Capital Advisors LP 3
Touradji Capital Management, Lp 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Sky Investment Counsel Inc 3
Meritas Wealth Management, LLC 3
AWH Capital, L.P. 3
Fairbanks Capital Management, Inc. 3
Marcuard Family Office Ltd 3
Vermillion Asset Management LLC 3
Boussard & Gavaudan Asset Management LP 3
Virtus Fixed Income Advisers, LLC 3
Shariaportfolio, Inc. 3
Davidson Kempner Capital Management LLC 3
AVNV - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Value ETF 3
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 3
Kendall Square Capital, LLC 3
Rayner & Haynor 3
Halcyon Offshore Asset Management Llc 3
BRAZ - Global X Funds - Global X Brazil Active ETF 3
NDIA - Global X Funds - Global X India Active ETF 3
Keel Point Advisors, LLC 3
Portfolio Strategies Inc 3
TBP Investments Management, LLC 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (II) Class 3 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
Fiduciary Wealth Partners, LLC 3
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 3
Base Wealth Management LLC 3
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 3
Hudson Executive Capital LP 3
TMET - iShares U.S. ETF Trust - iShares Transition-Enabling Metals ETF 3
Mizuho Bank, Ltd. 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 3
DME Capital Management, LP 3
Golden Gate Private Equity, Inc. 3
Hutner Daniel Ellsworth 3
Summer Road Llc 3
Partners Capital Investment Group Llc 3
Oakmont Corp 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 3
Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF 3
White Wing Wealth Management 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
Maple Rock Capital Partners Inc. 3
Fox Financial, Inc 3
Vivid Wealth Management, LLC 3
Michael & Susan Dell Foundation 3
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 3
Punch Card Management L.P. 3
White Elm Capital, LLC 3
Permal Asset Management Llc 3
Wallace Capital Management Inc. 3
a16z Perennial Management, L.P. 3
Centaur Capital Partners, L.P. 3
Park Presidio Capital Llc 3
Tiger Pacific Capital LP 3
Summa Corp. 3
Marest Capital, LLC 3
Legg Mason, Inc. 3
Wealth Group Ltd 3
Nitorum Capital, L.P. 3
Clarity Capital Advisors, LLC 3
Discipline Wealth Solutions, LLC 3
Farmstead Capital Management, LLC 3
BCU Wealth Advisors, LLC 3
BayBridge Capital Group, LLC 3
Hawk Ridge Capital Management Lp 3
FMA Wealth Management, LLC 3
Baupost Group Llc/ma 3
Bush Investment Group, Llc 3
Thunderbird Partners Llp 3
Hansen & Associates Financial Group, Inc. 3
Adams Natural Resources Fund, Inc. 3
Vannoy Advisory Group, Inc. 3
Stage Harbor Financial, Llc 3
Swan Global Investments, LLC 3
Gunma Bank,Ltd. 3
Kalmar Investments Inc /de/ 3
Cooper Creek Partners Management Llc 3
English Capital Management Llc 3
Bow Street, Llc 3
Yg Partners, Llc 3
Chaney Capital Management, Inc. 3
University of Illinois Foundation 3
Pine Brook Road Advisors, L.P. 3
Conscious Wealth Investments, Llc 3
Breakout Capital Partners, LP 3
BlackBarn Capital Partners LP 3
Libra Advisors Llc 3
Oracle Alpha Inc. 3
JPB Foundation 3
Three Bays Capital Lp 3
FOURPOINTS Investment Managers, S.A.S. 3
Heartwood Wealth Management Ltd 3
Letson Investment Management, Inc. 3
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 3
GHEE - Collaborative Investment Series Trust - Goose Hollow Enhanced Equity ETF 3
Counterweight Ventures, LLC 3
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 3
Banco BTG Pactual SA 3
Forthright Family Wealth Advisory LLC 3
Convector Capital Management, LP 3
Consulta Ltd 3
McNamara Financial Services, Inc. 3
Sab Capital Management Lp 3
Siguler Guff Advisers, Llc 3
Red Mountain Financial, LLC 3
Sentinel Wealth Management, Inc. 3
JSI - Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 3
Destrier Capital Management Llc 3
Salient MF Trust 3
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 3
Azzad Asset Management Inc /adv 3
DLK Investment Management, LLC 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3
Wl Ross & Co Llc 3
Portola Group Inc /ca 3
Tbp Advisors Ltd 3
Summit Creek Advisors LLC 3
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 3
V2 Capital, LLC 3
LPF Advisors LLC 3
Globe Life Inc. 3
Concord Investment Counsel Inc. 3
Summerhill Capital Management lnc. 3
Bright Financial Advisors, Inc. 3
Wrenne Financial Planning LLC 3
Centerbridge Partners, L.P. 3
Alydar Partners Llc 3
Odey Holdings AG 3
Notis-McConarty Edward 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF 3
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF 3
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1962M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1963M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957M 3
Guinness Asset Management LTD 3
Speece Thorson Capital Group Inc 3
Underhill Investment Management Llc 3
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 3
Lyon Street Capital, LLC 3
Sharp Financial Services, LLC 3
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 3
Empirical Capital Management, LLC 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
Farrell Financial LLC 3
Reservoir Operations, L.P. 3
FLTGX - FIDELITY ADVISOR SERIES II - Fidelity Limited Term Securitized Completion Fund 3
RobecoSam USA, Inc. 3
Afton Capital Management Llc 3
Kellogg W K Foundation Trust 3
Brandywine Trust Co 3
Think Investments LP 3
Wall Street Financial Group, Inc. 3
Xulu, Inc. 3
GeoSphere Capital Management 3
Tmfs Holdings Llc 3
Two West Capital Advisors LLC 3
KLS Professional Advisors Group, LLC 3
Vestia Personal Wealth Advisors 3
Needelman Asset Management Inc 3
North of South Capital LLP 3
M. Kraus & Co 3
Nepsis, Inc. 3
Peavine Capital, Llc 3
Tipp Hill Capital Management LLC 3
Conestoga Capital Advisors, LLC 3
P.R. Herzig & Co. Inc. 3
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund 3
GFEMX - Investment Managers Series Trust - Gramercy Emerging Markets Debt Fund Institutional Class Shares 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Sage Advisors, Llc 3
SP Funds Trust - SP Funds 2050 Target Date Fund Institutional Shares 3
SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares 3
SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares 3
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
Villanova Investment Management Co LLC 3
Leonard Capital Management, Inc 3
Kr Capital Advisors Inc 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF 3
Hartz Capital, Inc. 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
Lorber David A 3
GUMI - Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Municipal Income ETF 3
Abrams Bison Investments, Llc 3
Scopus Asset Management, L.p. 3
Mission Hills Financial Advisory, LLC 3
Wilsey Asset Management Inc 3
NIXT - EA Series Trust - Research Affiliates Deletions ETF 3
LIVR - EA Series Trust - Intelligent Livermore ETF 3
SMARX - Datum One Series Trust - BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST 3
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 3
Sage Capital Management, LLC 3
JPY - Lazard Active ETF Trust - Lazard Japanese Equity ETF 3
Clarion Wealth Managment Partners, LLC 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
Windward Capital Management Co /ca 3
Small Cap Value Fund, Inc. 3
Comgest Global Investors S.a.s. 3
STONE RIDGE TRUST - Stone Ridge 2062 Longevity Income ETF 3
STONE RIDGE TRUST - Stone Ridge 2063 Longevity Income ETF 3
BEMVX - Perpetual Americas Funds Trust - Barrow Hanley Emerging Markets Value Fund Institutional Shares 3
Nevsky Capital LLP 3
BEOIX - Perpetual Americas Funds Trust - Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund Institutional Shares 3
Compass Capital Management, Inc 3
Clark & Stuart, Inc 3
Envision Financial LLC 3
Goldstein Munger & Associates 3
Persium Advisors, LLC 3
Floyd Financial Group Llc 3
Define Financial, Llc 3
Martin Investment Management, LLC 3
Flywheel Private Wealth LLC 3
R.H. Investment Group, LLC 3
BFI Infinity Ltd. 3
Trees Investment Counsel Llc 3
Finley Financial, LLC 3
F-Squared Investment Management, LLC 3
Ofc Financial Planning, Llc 3
Haven Global Partners, LLC 3
Glendon Capital Management LP 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
Brentview Investment Management LLC 3
Kopp Investment Advisors Llc 3
Sphera Funds Management Ltd. 3
CapGen Capital Group VI LP 3
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 3
Daily Journal Corp 3
Edmond De Rothschild (italia) Sgr Spa 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
Thomas Story & Son Llc 3
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 3
Figure 8 Investment Strategies Llc 3
Palacios Wealth Management, LLC 3
Beddow Capital Management Inc 3
Delta Partners Llc 3
Ensemble Capital Management, LLC 3
Fox Point Capital Management LLC 3
Silverback Asset Management Llc 3
Prime Buchholz LLC 3
Courage Capital Management Llc 3
Compass Planning Associates Inc 3
Timonier Family Office, LTD. 3
Drum Hill Capital, LLC 3
Energy Opportunities Capital Management, LLC 3
Fjell Capital, LLC 3
McGrath & Associates, Inc. 3
Pcg Asset Management, Llc 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
Westwood Global Investments, LLC 3
Hamilton Capital Partners, Llc 3
MEAG MUNICH ERGO AssetManagement GmbH 3
Coltrane Asset Management L.P. 3
Miller Financial Services LLC 3
Warburton Capital Management, LLC 3
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3
Evercore Trust Company, N.A. 3
Spero-smith Investment Advisers Inc /oh 3
Pacific Heights Asset Management Llc 3
Bush Odonnell Investment Advisors Inc 3
Momentous Wealth Management, Inc. 3
SwitchPoint Financial Planning, LLC 3
Crestwood Capital Management, L.P. 3
Inkwell Capital Llc 3
R.m.sincerbeaux Capital Management Llc 3
Ranmore Fund Management Ltd 3
Arrow Capital Pty Ltd 3
Stephen J. Garry & Associates, Llc 3
Seneca Financial Advisors LLC 3
Finward Bancorp 3
Bennett Lawrence Management L L C/ny 3
Coleford Investment Management Ltd. 3
True Bearing Asset Management LP 3
Kintayl Capital LP 3
Aspire Growth Partners LLC 3
Salus Financial Advisors, LLC 3
Arbor Capital Management Llc 3
Apex Wealth Management, LLC 3
White Oak Capital Partners Pte. Ltd. 3
Cypress Capital Advisors, LLC 3
Permit Capital, LLC 3
Morangie Management LLC 3
Victrix Investment Advisors 3
Ics Opportunities, Ltd. 3
KDT Advisors, LLC 3
CF Capital LLC 3
Banque de Luxembourg S.A. 3
Rutabaga Capital Management Llc/ma 3
St. Clair Advisors, LLC 3
Durante & Waters, Llc 3
Davidson Kahn Capital Management, LLC 3
Polygon Management Ltd. 3
Drill Craig A 3
Ames National Corp 3
Carlyle Group Management L.L.C. 3
Sls Management Llc 3
WAIVX - WASATCH FUNDS TRUST - Wasatch International Value Fund Investor Class 3
International Value Advisers, LLC 3
Southernsun Asset Management, Llc 3
Impala Asset Management LLC 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
WCME - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM Developing World Equity ETF 3
Richmond Hill Investments, LLC 3
Caspian Capital Lp 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
Archon Capital Management LLC 3
Elevation Series Trust - TrueShares Active Yield ETF 3
Lighthouse Financial LLC 3
TENOR CAPITAL MANAGEMENT Co., L.P. 3
Fine Capital Partners, L.P. 3
Perceptive Advisors Llc 3
Brown Capital Management Llc 3
Pacific Grove Capital LP 3
FARX - Advisors' Inner Circle Fund II - Frontier Asset Absolute Return ETF 3
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 3
Prospera Capital Management, LLC 3
Cooper Investors Pty Ltd 3
Dynamic Financial Group 3
Hovde Steven D 3
Rochester Wealth Strategies, LLC 3
Silicon Valley Community Foundation 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
TAX - EA Series Trust - Cambria Tax Aware ETF 3
Summit Financial Consulting LLC 3
Woodside Wealth Management LLC 3
TPG-AXON Management LP 3
Papamarkou Wellner Asset Management inc. 3
V. M. Manning & Co., Inc. 3
Roumell Asset Management, LLC 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares 3
NIIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select International Equity Fund Class A 3
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
RMDFX - Aspiriant Trust - Aspiriant Defensive Allocation Fund 3
FRALX - Franklin Tax Free Trust - Franklin Alabama Tax-free Income Fund Class A1 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
FRVAX - Franklin Tax Free Trust - Franklin Virginia Tax-free Income Fund Class A1 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 3
FRPAX - Franklin Tax Free Trust - Franklin Pennsylvania Tax-free Income Fund Class A1 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 3
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
WealthBridge Investment Counsel Inc. 3
MIEMX - BMO FUNDS, INC. - BMO LGM Emerging Markets Equity Fund Class I 3
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 3
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 3
VCINX - VALIC Co I - International Growth Fund 3
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 3
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3