Commodity Contracts Brokers And Dealers - 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
UBS Group AG 153
Jane Street Group, Llc 146
Proequities, Inc. 143
Susquehanna International Group, Llp 133
Morgan Stanley 132
Citadel Advisors Llc 128
Royal Bank Of Canada 127
Bank Of America Corp /de/ 117
Advisor Group Holdings, Inc. 114
LPL Financial LLC 111
Wells Fargo & Company/mn 110
Tower Research Capital LLC (TRC) 108
IFP Advisors, Inc 107
Bank Of Montreal /can/ 106
Jpmorgan Chase & Co 103
Flow Traders U.s. Llc 102
Envestnet Asset Management Inc 101
Ladenburg Thalmann Financial Services Inc 101
Fmr Llc 98
Advisor Group, Inc. 95
Cambridge Investment Research Advisors, Inc. 94
Northwestern Mutual Wealth Management Co 90
Old Mission Capital Llc 90
Creative Planning 89
Citigroup Inc 88
Kcg Holdings, Inc. 85
Parallax Volatility Advisers, L.P. 85
Ubs Ag 84
Pnc Financial Services Group, Inc. 82
Goldman Sachs Group Inc 82
Virtu Financial LLC 80
Advisory Services Network, LLC 78
Cwm, Llc 76
American International Group, Inc. 75
Private Advisor Group, LLC 73
Commonwealth Equity Services, Llc 72
MetLife Securities, Inc 72
HighTower Advisors, LLC 70
Captrust Financial Advisors 70
Ameriprise Financial Inc 70
Harbour Investments, Inc. 68
Geneos Wealth Management Inc. 67
Steward Partners Investment Advisory, Llc 67
Barclays Plc 67
Us Bancorp \de\ 67
Cetera Investment Advisers 67
Two Sigma Securities, Llc 66
Fifth Third Bancorp 65
Deutsche Bank Ag\ 65
Stifel Financial Corp 64
Jane Street Holding, LLC 64
Wolverine Trading, Llc 64
Raymond James Financial Inc 63
Simplex Trading, Llc 63
Raymond James & Associates 63
Kestra Advisory Services, LLC 62
Stratos Wealth Partners, LTD. 62
AE Wealth Management LLC 61
American Portfolios Advisors 61
SG Americas Securities, LLC 60
Raymond James Financial Services Advisors, Inc. 60
NEXT Financial Group, Inc 60
Global Retirement Partners, LLC 60
Cetera Advisors LLC 59
Cetera Advisor Networks LLC 58
GWM Advisors LLC 58
Sowell Financial Services LLC 58
Cutler Group LP 57
Rockefeller Capital Management L.P. 57
Belpointe Asset Management LLC 55
CIBC Private Wealth Group, LLC 55
National Asset Management, Inc. 55
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 55
Credit Suisse Ag/ 55
Comerica Bank 55
Federation des caisses Desjardins du Quebec 54
Qube Research & Technologies Ltd 54
Huntington National Bank 54
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 54
Allworth Financial LP 54
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 53
Hrt Financial Lp 52
Sei Investments Co 52
Farther Finance Advisors, LLC 52
Benjamin F. Edwards & Company, Inc. 52
Ancora Advisors, LLC 52
Signaturefd, Llc 52
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 51
IMC-Chicago, LLC 51
WFG Advisors, LP 50
National Bank Of Canada /fi/ 50
Mml Investors Services, Llc 50
Spire Wealth Management 49
IHT Wealth Management, LLC 49
International Assets Investment Management, Llc 49
First Allied Advisory Services, Inc. 48
Group One Trading, L.p. 48
Sunbelt Securities, Inc. 48
Atria Investments Llc 48
Prospera Financial Services Inc 47
AdvisorNet Financial, Inc 47
CIBC World Markets Inc. 47
Janney Montgomery Scott LLC 46
Patriot Financial Group Insurance Agency, LLC 46
CoreCap Advisors, LLC 46
Assetmark, Inc 46
Money Concepts Capital Corp 46
Brinker Capital Investments, LLC 46
Larson Financial Group LLC 46
Bank of New York Mellon Corp 46
Parallel Advisors, LLC 45
Millennium Management Llc 45
Commonwealth Equity Services, Inc 45
Centaurus Financial, Inc. 45
Sawtooth Solutions, LLC 44
Wealthcare Advisory Partners LLC 43
National Planning Corp 43
Creative Financial Designs Inc /adv 43
Manufacturers Life Insurance Company, The 43
Sigma Planning Corp 43
Brookstone Capital Management 42
Mutual Advisors, LLC 42
Financial Advocates Investment Management 42
Flagship Harbor Advisors, Llc 42
Avantax Advisory Services, Inc. 42
Ameritas Advisory Services, LLC 41
Bnp Paribas Arbitrage, Sa 41
Wealth Enhancement Advisory Services, Llc 41
Seacrest Wealth Management, Llc 41
Ameritas Investment Corp 40
Arkadios Wealth Advisors 40
NewSquare Capital LLC 40
Thrivent Financial For Lutherans 39
Principal Securities, Inc. 38
BlackRock, Inc. 38
Moors & Cabot, Inc. 38
Financial Architects, Inc 38
Mariner, LLC 38
Private Trust Co Na 38
Cerity Partners LLC 37
Perigon Wealth Management, LLC 37
Tradewinds Capital Management, LLC 37
Nbc Securities, Inc. 37
Atria Wealth Solutions, Inc. 37
Ronald Blue Trust, Inc. 37
D.a. Davidson & Co. 36
Truist Financial Corp 36
Bessemer Group Inc 36
Orion Portfolio Solutions, LLC 36
Oppenheimer & Co Inc 35
TD Waterhouse Canada Inc. 35
Integrated Wealth Concepts LLC 35
Capital Investment Advisory Services, LLC 35
Gradient Investments LLC 35
Northern Trust Corp 35
Equitable Holdings, Inc. 35
HAP Trading, LLC 35
Jones Financial Companies Lllp 35
Resources Investment Advisors, LLC. 35
Blair William & Co/il 35
Prelude Capital Management, Llc 35
Claraphi Advisory Network, LLC 35
Carroll Financial Associates, Inc. 35
FNY Investment Advisers, LLC 34
MAI Capital Management 34
Belvedere Trading LLC 34
Kingsview Wealth Management, LLC 34
Mercer Global Advisors Inc /adv 34
Mirae Asset Global Investments Co., Ltd. 34
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 33
Regal Investment Advisors LLC 33
Wolverine Asset Management Llc 33
SRS Capital Advisors, Inc. 33
New England Securities Corp /MA/ 33
Stratos Wealth Advisors, LLC 33
Advisor Resource Council 33
Ground Swell Capital, LLC 33
Capital Analysts, Inc. 33
Concert Wealth Management Inc. 33
CENTRAL TRUST Co 32
Hartland & Co., LLC 32
Dynamic Advisor Solutions LLC 32
Howe & Rusling Inc 32
We Are One Seven, LLC 32
Valeo Financial Advisors, LLC 32
Transce3nd, LLC 32
Asset Dedication, LLC 32
Scotia Capital Inc. 31
Kestra Private Wealth Services, Llc 31
Glenmede Trust Co Na 31
Whittier Trust Co 31
EverSource Wealth Advisors, LLC 31
Sound Income Strategies, LLC 30
Ausdal Financial Partners, Inc. 30
Coppell Advisory Solutions LLC 30
Change Path, LLC 30
Plante Moran Financial Advisors, LLC 30
Optimum Investment Advisors 30
Newbridge Financial Services Group, Inc. 30
Headlands Technologies LLC 30
Independent Advisor Alliance 30
StoneX Group Inc. 30
J.w. Cole Advisors, Inc. 30
Regions Financial Corp 29
Macroview Investment Management Llc 29
Integrated Advisors Network LLC 29
Tradition Wealth Management, LLC 29
Jefferies Group LLC 29
Invesco Ltd. 29
Trustcore Financial Services, Llc 29
Sofos Investments, Inc. 28
M&t Bank Corp 28
Axxcess Wealth Management, Llc 28
Almanack Investment Partners, LLC. 28
AlphaMark Advisors, LLC 28
Eqis Capital Management, Inc. 28
Managed Account Advisors Llc 28
Gts Securities Llc 28
Sanctuary Advisors, LLC 28
Wedbush Securities Inc 28
Nomura Holdings Inc 28
Reilly Financial Advisors, Llc 28
Chicago Partners Investment Group LLC 28
CI Private Wealth, LLC 28
JNBA Financial Advisors 28
Archer Investment Corp 28
Old Mission Capital, Llc 28
Synovus Financial Corp 28
Hudock, Inc. 27
Walleye Trading LLC 27
Rehmann Capital Advisory Group 27
Continuum Advisory, LLC 27
Cornerstone Wealth Management, LLC 27
Colony Group, LLC 27
V Wealth Advisors LLC 27
Signet Financial Management, Llc 27
Partnervest Advisory Services LLC 27
Neuberger Berman Group LLC 26
ACG Wealth 26
Lido Advisors, LLC 26
First Republic Investment Management, Inc. 26
U.S. Capital Wealth Advisors, LLC 26
Argentus Capital Management, LLC 26
Emerald Investment Partners, Llc 26
Wunderlich Securities, Inc. 26
Proficio Capital Partners LLC 26
Private Ocean, LLC 26
Hollencrest Capital Management 26
Transamerica Financial Advisors, Inc. 26
MUFG Americas Holdings Corp 26
Wilbanks Smith & Thomas Asset Management Llc 26
Snowden Capital Advisors LLC 26
Quadrature Capital Ltd 26
Golden State Wealth Management, LLC 26
U S Global Investors Inc 26
O'shaughnessy Asset Management, Llc 25
TCI Wealth Advisors, Inc. 25
Whittier Trust Co Of Nevada Inc 25
Koshinski Asset Management, Inc. 25
Gupta Wealth Management LLC 25
United Capital Financial Advisers, Llc 25
Mather Group, Llc. 25
First Horizon Advisors, Inc. 25
Aptus Capital Advisors, LLC 25
Stephens Inc /ar/ 25
Foundations Investment Advisors, LLC 25
Walleye Capital LLC 25
Beacon Pointe Advisors, LLC 25
Castleview Partners, Llc 25
M Holdings Securities, Inc. 25
First Heartland Consultants, Inc. 25
Sandy Spring Bank 25
Renaissance Technologies Llc 24
Wiley Bros.-aintree Capital, Llc 24
Empowered Funds, LLC 24
Knight Capital Group, Inc. 24
Toronto Dominion Bank 24
BCJ Capital Management, LLC 24
Smartleaf Asset Management LLC 24
Kiker Wealth Management, LLC 24
Nwam Llc 24
Brown Brothers Harriman & Co 24
FinTrust Capital Advisors, LLC 24
Baird Financial Group, Inc. 23
North Star Investment Management Corp. 23
Baldwin Brothers Inc/ma 23
Key FInancial Inc 23
Jfs Wealth Advisors, Llc 23
Arete Wealth Advisors, LLC 23
Cresset Asset Management, LLC 23
Blue Bell Private Wealth Management, Llc 23
GPS Wealth Strategies Group, LLC 23
Evanson Asset Management, LLC 23
Glen Eagle Advisors, LLC 23
First Manhattan Co 23
Institute for Wealth Management, LLC. 23
Sprott Inc. 23
Warren Averett Asset Management, LLC 23
Pekin Hardy Strauss, Inc. 23
Strategic Financial Concepts, LLC 23
Western Wealth Management, LLC 23
Financial Management Professionals, Inc. 23
Parkside Financial Bank & Trust 23
Sargent Bickham Lagudis LLC 23
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 23
Retirement Group, LLC 22
Tompkins Financial Corp 22
Cullen/frost Bankers, Inc. 22
Brewin Dolphin Ltd 22
Lincoln National Corp 22
Capital Advisors, Ltd. LLC 22
Vigilant Capital Management, LLC 22
Synergy Financial Management, LLC 22
Financial Gravity Companies, Inc. 22
Merit Financial Group, LLC 22
Solstein Capital, LLC 22
Evercore Wealth Management, LLC 22
Coastal Investment Advisors, Inc. 22
Horizon Kinetics Asset Management Llc 22
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 21
Worth Asset Management, LLC 21
Hsbc Holdings Plc 21
Pathstone Family Office, Llc 21
Tucker Asset Management Llc 21
Verus Capital Partners, Llc 21
Bokf, Na 21
Bb&t Securities, Llc 21
FineMark National Bank & Trust 21
Creekmur Asset Management LLC 21
Csenge Advisory Group 21
Clearwater Capital Advisors, LLC 21
Valley National Advisers Inc 21
DAVENPORT & Co LLC 21
XR Securities LLC 21
IFG Advisory, LLC 21
Eaton Vance Management 21
Ashton Thomas Private Wealth, LLC 21
IndexIQ Advisors LLC 21
Prudential Plc 21
Jump Trading, LLC 21
Great Valley Advisor Group, Inc. 21
Insight Advisors, LLC/ PA 21
Jacobi Capital Management LLC 21
Prime Capital Investment Advisors, LLC 21
Thompson Davis & Co., Inc. 21
Moloney Securities Asset Management, LLC 21
MCF Advisors LLC 21
Itau Unibanco Holding S.A. 20
WealthPLAN Partners, LLC 20
Level Four Advisory Services, Llc 20
Savior LLC 20
Verition Fund Management LLC 20
GHP Investment Advisors, Inc. 20
Placemark Investments, Inc. 20
Insigneo Advisory Services, Llc 20
PSI Advisors, LLC 20
Washington Trust Bank 20
Impact Partnership Wealth, LLC 20
Trust Co Of Vermont 20
Madden Advisory Services, Inc. 20
GeoWealth Management, LLC 20
EPG Wealth Management LLC 20
Wealthfront Inc 20
Gemmer Asset Management LLC 20
Apollon Wealth Management, LLC 20
Townsquare Capital Llc 20
WR Wealth Planners, LLC 20
Total Clarity Wealth Management, Inc. 20
Householder Group Estate & Retirement Specialist, LLC 20
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 20
Park Avenue Securities Llc 20
Focused Wealth Management, Inc 20
PFG Advisors 20
Cape Investment Advisory, Inc. 20
Lee Financial Co 20
BlackRock Institutional Trust Company, N.A. 20
RMR Wealth Builders 19
Brown Advisory Inc 19
Cambria Investment Management, L.P. 19
Strategic Wealth Partners, Ltd. 19
Avidian Wealth Solutions, LLC 19
Boothbay Fund Management, Llc 19
Calton & Associates, Inc. 19
Evoke Wealth, Llc 19
Beacon Capital Management, LLC 19
Winch Advisory Services, LLC 19
Sequoia Financial Advisors, LLC 19
Colony Group Llc 19
Financial Sense Advisors, Inc. 19
Stifel Nicolaus & Co Inc \mo\ 19
REAP Financial Group, LLC 19
D'Orazio & Associates, Inc. 19
Winslow, Evans & Crocker, Inc. 19
Meeder Asset Management Inc 19
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 19
Jump Financial, LLC 19
Allegis Investment Advisors, LLC 19
Barometer Capital Management Inc. 19
One Capital Management, LLC 19
Heritage Wealth Management, Llc 19
Trilogy Capital Inc. 19
Truadvice, LLC 19
Wealthsource Partners, Llc 19
Ahrens Investment Partners LLC 18
Capital Asset Advisory Services LLC 18
Harbor Investment Advisory, Llc 18
Societe Generale 18
Atomi Financial Group, Inc. 18
Next Financial Holdings 18
Harwood Advisory Group, LLC 18
Stonebridge Capital Advisors LLC 18
SILVER OAK SECURITIES, Inc 18
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 18
Claro Advisors LLC 18
Pensionmark Financial Group, Llc 18
Toroso Investments, LLC 18
Sanctuary Wealth Advisors, LLC 18
Institutional & Family Asset Management, Llc 18
SOUTH STATE Corp 18
Wealth Quarterback LLC 18
Procyon Private Wealth Partners, LLC 18
Manchester Capital Management LLC 18
ICA Group Wealth Management, LLC 18
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 18
tru Independence LLC 18
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 18
Prudential Financial Inc 18
Integrated Wealth Management 18
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 18
Two Sigma Investments, Lp 18
1832 Asset Management L.P. 18
Suntrust Banks Inc 18
Usca Ria Llc 18
Bluefin Trading, LLC 18
Armis Advisers, LLC 18
Pinnacle Summer Investments, Inc. 18
Lakeview Capital Partners, LLC 18
Crewe Advisors LLC 18
Integral Derivatives, LLC 18
Baker Avenue Asset Management, LP 18
Westside Investment Management, Inc. 18
Jaffetilchin Investment Partners, LLC 18
PFG Investments, LLC 18
55i, Llc 17
Antonetti Capital Management LLC 17
Beaird Harris Wealth Management, LLC 17
Wellington Management Group Llp 17
Hm Payson & Co 17
Mycio Wealth Partners, Llc 17
Well Done, LLC 17
Janney Capital Management LLC 17
Aveo Capital Partners, LLC 17
Van Hulzen Asset Management, LLC 17
Keybank National Association/oh 17
Covestor Ltd 17
Adviser Investments LLC 17
Intellectus Partners, LLC 17
BDO Wealth Advisors, LLC 17
Advisors Preferred, LLC 17
ORG Partners LLC 17
Kovack Advisors, Inc. 17
Verity Asset Management, Inc. 17
Safeguard Investment Advisory Group, LLC 17
Penserra Capital Management LLC 17
Joel Isaacson & Co., LLC 17
Exane Derivatives 17
IAG Wealth Partners, LLC 17
Aqr Capital Management Llc 17
AlphaCore Capital LLC 17
Essex Financial Services, Inc. 17
Evergreen Capital Management Llc 17
Main Street Group, LTD 17
Veritable, L.P. 17
Focus Financial Network, Inc. 17
Baker Ellis Asset Management LLC 17
Claybrook Capital, LLC 17
RFG Advisory, LLC 17
Westport Resources Management Inc 17
Eudaimonia Partners, LLC 17
Costello Asset Management, INC 17
Baystate Wealth Management LLC 17
Johnson Financial Group, Inc. 17
Strategic Blueprint, LLC 17
VSR Financial Services, Inc. 17
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 17
Edmond De Rothschild Holding S.a. 17
Glassman Wealth Services 17
OneAscent Financial Services LLC 17
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 17
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 17
Bank Of Nova Scotia 17
Wealthspire Advisors, L.P. 17
Rothschild Investment Llc 16
HBW Advisory Services LLC 16
Lazard Asset Management Llc 16
Cary Street Partner Investment Advisory Llc 16
Css Llc/il 16
Apriem Advisors 16
Commerce Bank 16
Brookwood Investment Group LLC 16
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 16
Private Capital Group, LLC 16
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 16
Versant Capital Management, Inc 16
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 16
McIlrath & Eck, LLC 16
Ameritas Investment Partners, Inc. 16
Venturi Wealth Management, LLC 16
Weiss Multi-Strategy Advisers LLC 16
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 16
Strategic Investment Solutions, Inc. /IL 16
Raymond James Trust N.a. 16
Fiduciary Trust Co 16
Advisory Alpha, LLC 16
Bartlett & Co. LLC 16
Moneta Group Investment Advisors Llc 16
Clear Harbor Asset Management, LLC 16
Umb Bank N A/mo 16
Moisand Fitzgerald Tamayo, LLC 16
Team Financial Group, LLC 16
Bartlett & Co. Wealth Management Llc 16
Coldstream Capital Management Inc 16
Northern Oak Wealth Management Inc 16
DRW Securities, LLC 16
Coppell Advisory Solutions Corp. 16
Strategic Wealth Advisors Group, LLC 16
EP Wealth Advisors, Inc. 16
Hilltop Holdings Inc. 16
Kingswood Wealth Advisors, Llc 16
Franklin Resources Inc 16
Squarepoint Ops LLC 16
Private Advisory Group LLC 16
Merriman Wealth Management, LLC 16
FDx Advisors, Inc. 16
Avestar Capital, LLC 16
Toth Financial Advisory Corp 16
Carmichael Hill & Associates, Inc. 16
Ionic Capital Management LLC 16
Edge Wealth Management LLC 16
Quantitative Advantage, LLC 16
Acorn Wealth Advisors, LLC 16
JT Stratford LLC 16
Laurel Wealth Advisors LLC 16
Covington Capital Management 16
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 16
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 16
Lindbrook Capital, Llc 16
Miracle Mile Advisors, LLC 15
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 15
FormulaFolio Investments, LLC 15
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 15
Fortis Capital Advisors, LLC 15
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 15
Modern Wealth Management, LLC 15
Camarda Financial Advisors, LLC 15
Caitlin John, LLC 15
WASHINGTON TRUST Co 15
FourThought Financial, LLC 15
TRUE Private Wealth Advisors 15
Kovitz Investment Group Partners, LLC 15
Certified Advisory Corp 15
Leo Wealth, LLC 15
Nvwm, Llc 15
Founders Financial Alliance, LLC 15
Buckingham Strategic Partners 15
Armstrong Advisory Group, Inc 15
Investment Centers Of America Inc 15
Timber Hill LLC 15
Oarsman Capital, Inc. 15
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 15
Redhawk Wealth Advisors, Inc. 15
Regentatlantic Capital Llc 15
PEAK6 Investments, L.P. 15
Paloma Partners Management Co 15
Freestone Capital Holdings, LLC 15
Vantage Investment Advisors, LLC 15
GFS Advisors, LLC 15
Northwest Wealth Management, Llc 15
Caldwell Securities, Inc 15
Wealthcare Capital Management Llc 15
Capital Advisory Group Advisory Services, LLC 15
Baird Robert W & Co Inc /wi/ 15
Laffer Investments 15
Motco 15
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 15
Liberty Wealth Management Llc 15
Guardian Life Insurance Co Of America 15
Simplicity Wealth,LLC 15
Live Your Vision, LLC 15
Joseph P. Lucia & Associates, LLC 15
Axa S.a. 15
Cribstone Capital Management, LLC 15
Samalin Investment Counsel, LLC 15
Benjamin Edwards Inc 15
Ieq Capital, Llc 15
S.A. Mason LLC 15
Cowen Group, Inc. 15
Financial Counselors Inc 15
Citizens Financial Group Inc/ri 15
NewEdge Wealth, LLC 15
Oliver Lagore Vanvalin Investment Group 15
XTX Topco Ltd 15
Founders Financial Securities Llc 15
Clarus Wealth Advisors 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 14
Colonial Trust Co / SC 14
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 14
Highlander Capital Management, LLC 14
Fortis Advisors, LLC 14
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 14
Enterprise Financial Services Corp 14
Beacon Financial Group 14
Smithfield Trust Co 14
K.J. Harrison & Partners Inc 14
Prestige Wealth Management Group LLC 14
Perennial Investment Advisors, LLC 14
Fermata Advisors, LLC 14
Nalls Sherbakoff Group, Llc 14
Mariner Wealth Advisors-NYC, LLC 14
Ing Groep Nv 14
Virtue Capital Management, LLC 14
Wealthspire Advisors, LLC 14
Activest Wealth Management 14
Lenox Wealth Advisors, LLC 14
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 14
Tortoise Investment Management, LLC 14
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 14
WealthPlan Investment Management, LLC 14
Massmutual Trust Co Fsb/adv 14
Buckingham Strategic Wealth, Llc 14
New Harbor Financial Group, LLC 14
Counsel Portfolio Services Inc. 14
Bluefin Capital Management, Llc 14
Concurrent Investment Advisors, LLC 14
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 14
Atlas Capital Advisors Llc 14
Aviance Capital Management, Llc 14
BRYN MAWR TRUST Co 14
Glass Jacobson Investment Advisors llc 14
Anchor Investment Management, LLC 14
Stonebridge Financial Group, LLC 14
Carolinas Wealth Consulting Llc 14
Hexagon Capital Partners LLC 14
Accel Wealth Management 14
EWG Elevate Inc. 14
Laurel Wealth Advisors, Inc. 14
Krilogy Financial LLC 14
Thurston, Springer, Miller, Herd & Titak, Inc. 14
Texas Yale Capital Corp. 14
Parametric Portfolio Associates Llc 14
Fiduciary Alliance LLC 14
St. Johns Investment Management Company, LLC 14
Savant Capital, LLC 14
Simon Quick Advisors, Llc 14
Tyler-Stone Wealth Management 14
Clear Point Advisors Inc. 14
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 14
Princeton Global Asset Management LLC 14
Total Investment Management Inc 14
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 14
Quadrant Capital Group Llc 14
Allianz Asset Management GmbH 14
Archford Capital Strategies, LLC 14
Confluence Investment Management Llc 14
Professional Financial Advisors, LLC 14
JJJ Advisors Inc. 14
Beacon Capital Management, Inc. 14
Blume Capital Management, Inc. 14
Pinnacle Associates Ltd 14
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 14
Advantage Investment Management, Llc 14
Vicus Capital 14
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 13
Legacy Wealth Managment, LLC/ID 13
Matauro, Llc 13
Inspire Advisors, LLC 13
SMART Wealth LLC 13
Ameriflex Group, Inc. 13
Claudia M.p. Batlle, Crp (r) Llc 13
Congress Wealth Management LLC / DE / 13
VitalStone Financial, LLC 13
Great West Life Assurance Co /can/ 13
Cantor Fitzgerald, L. P. 13
American Capital Advisory, LLC 13
HBK Sorce Advisory LLC 13
Old National Bancorp /in/ 13
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 13
Fisher Asset Management, LLC 13
Nomura Asset Management Co Ltd 13
Modera Wealth Management, LLC 13
Boston Private Bank & Trust Co 13
Seamans Capital Management, LLC 13
Rational Advisors Llc 13
Trellus Management Company, LLC 13
Wade G W & Inc 13
Alexandria Capital, LLC 13
Marshall Wace, Llp 13
Lowe Wealth Advisors, LLC 13
SJS Investment Consulting Inc. 13
Rsm Us Wealth Management Llc 13
ETRADE Capital Management LLC 13
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 13
Alliancebernstein L.p. 13
Royal Fund Management, LLC 13
Copia Wealth Management 13
Smith, Moore & Co. 13
Ironwood Financial, llc 13
Danda Trouve Investment Management, Inc. 13
DHJJ Financial Advisors, Ltd. 13
Guardian Wealth Advisors, Llc / Nc 13
Private Wealth Advisors, LLC 13
Hobbs Group Advisors, LLC 13
Spectrum Wealth Counsel, LLC 13
Summit Financial, LLC 13
Cahill Financial Advisors Inc 13
Nations Financial Group Inc, /ia/ /adv 13
LexAurum Advisors, LLC 13
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 13
Colonial Trust Advisors 13
Montag A & Associates Inc 13
SG3 Management, LLC 13
Clear Street Markets Llc 13
QCM Cayman, Ltd. 13
Guild Investment Management, Inc. 13
Spot Trading L.L.C 13
Gladstone Institutional Advisory LLC 13
Evolution Wealth Management Inc. 13
Obermeyer Wood Investment Counsel, Lllp 13
Rathbone Brothers plc 13
Herold Advisors, Inc. 13
Russell Investments Group, Ltd. 13
Kistler-Tiffany Companies, LLC 13
San Francisco Sentry Investment Group (ca) 13
Concord Wealth Partners 13
HB Wealth Management, LLC 13
Tocqueville Asset Management L.p. 13
VisionPoint Advisory Group, LLC 13
Crabel Capital Management, LLC 13
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 13
RMB Capital Management, LLC 13
Ballew Advisors, Inc 13
MONECO Advisors, LLC 13
Rossby Financial, LCC 13
Resurgent Financial Advisors LLC 13
Lloyd Advisory Services, LLC. 13
Boston Private Wealth Llc 13
Executive Wealth Management, LLC 13
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 13
Frazier Financial Advisors, LLC 13
IPG Investment Advisors LLC 13
Tidemark, LLC 13
Rise Advisors, LLC 13
Pacitti Group Inc. 13
Firestone Capital Management 13
Camden Capital, LLC 13
Main Street Financial Solutions, LLC 13
Comerica Securities Inc 13
Cordasco Financial Network 13
Hoey Investments, Inc 13
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 13
Envestnet Portfolio Solutions, Inc. 13
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 13
Johnson Investment Counsel Inc 13
Vestmark Advisory Solutions, Inc. 13
BlackRock Advisors LLC 12
Trust Co 12
Ledyard National Bank 12
Nbt Bank N A /ny 12
AllSquare Wealth Management LLC 12
Salem Investment Counselors Inc 12
Sonora Investment Management, LLC 12
RiverFront Investment Group, LLC 12
Betterment LLC 12
Pineridge Advisors LLC 12
Pathstone Holdings, LLC 12
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
Bleakley Financial Group, LLC 12
Drive Wealth Management, Llc 12
Romano Brothers And Company 12
Fortitude Advisory Group L.L.C. 12
Geode Capital Management, Llc 12
Empirical Asset Management, LLC 12
My Legacy Advisors, LLC 12
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 12
Kayne Anderson Rudnick Investment Management Llc 12
Fiera Capital Corp 12
Compagnie Lombard Odier SCmA 12
Raleigh Capital Management Inc. 12
Integrity Alliance, Llc. 12
Journey Strategic Wealth Llc 12
D. E. Shaw & Co., Inc. 12
Amplius Wealth Advisors, LLC 12
Clarity Financial LLC 12
Vontobel Holding Ltd. 12
Park Square Financial Group, LLC 12
RWM Asset Management, LLC 12
Wexford Capital Lp 12
Berger Financial Group, Inc 12
Wipfli Financial Advisors Llc, 12
Addison Advisors LLC 12
Wolff Wiese Magana Llc 12
Disciplined Investments, LLC 12
Transcend Wealth Collective, Llc 12
Richard C. Young & CO., LTD. 12
Visionary Wealth Advisors 12
Capital Wealth Alliance, LLC 12
Anfield Capital Management, LLC 12
Sugarloaf Wealth Management, LLC 12
Grimes & Company, Inc. 12
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 12
Tsfg, Llc 12
Exchange Traded Concepts, Llc 12
Sheets Smith Wealth Management 12
Gwn Securities Inc. 12
Financial Enhancement Group LLC 12
LifePlan Financial Group, Inc 12
Haven Private, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 12
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 12
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 12
WT Wealth Management 12
Avion Wealth 12
Clear Creek Financial Management, LLC 12
Arcadia Investment Management Corp/mi 12
Weaver Consulting Group 12
TAP Consulting, LLC 12
Centric Wealth Management 12
Ironsides Asset Advisors, LLC 12
Surevest, LLC 12
Heritage Wealth Advisors 12
HHM Wealth Advisors, LLC 12
Personal Wealth Partners 12
Qci Asset Management Inc/ny 12
Pettinga Financial Advisors, LLC 12
Burt Wealth Advisors 12
Sii Investments Inc/wi 12
FNY Managed Accounts LLC 12
Vanguard Capital Wealth Advisors 12
First Command Advisory Services, Inc. 12
180 Wealth Advisors, Llc 12
Valmark Advisers, Inc. 12
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 12
Boston Advisors Llc 12
Good Life Advisors, LLC 12
Meridian Wealth Management, LLC 12
Polianta Ltd 12
3EDGE Asset Management, LP 12
McAdam, LLC 12
Avantax Planning Partners, Inc. 12
Fusion Family Wealth LLC 12
David R. Rahn & Associates Inc. 12
Legg Mason Investment Counsel, LLC 12
BerganKDV Wealth Management, LLC 12
City National Bank 12
Glovista Investments LLC 12
Bienville Capital Management, LLC 12
Commerzbank Aktiengesellschaft /fi 12
Advocacy Wealth Management Services, LLC 12
Twin Focus Capital Partners, Llc 12
Cypress Capital Management LLC (WY) 12
Accuvest Global Advisors 12
NorthRock Partners, LLC 12
Raab & Moskowitz Asset Management LLC 12
Horan Securities, Inc. 12
Leavell Investment Management, Inc. 12
Harel Insurance Investments & Financial Services Ltd. 12
Richard W. Paul & Associates, LLC 11
Telemus Capital, Llc 11
Tactive Advisors, LLC 11
Rockbridge Investment Management, LCC 11
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 11
Mount Yale Investment Advisors, LLC 11
Natixis 11
CapWealth Advisors, LLC 11
Mascoma Wealth Management LLC 11
Ruggie Capital Group 11
O'Dell Group, LLC 11
Salomon & Ludwin, LLC 11
Venture Visionary Partners LLC 11
Fieldpoint Private Securities, LLC 11
Halbert Hargrove Global Advisors, Llc 11
Delos Wealth Advisors, LLC 11
Truvestments Capital Llc 11
BlackRock Investment Management, LLC 11
First City Capital Management, Inc. 11
Main Management LLC 11
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 11
BBVA USA Bancshares, Inc. 11
Fielder Capital Group LLC 11
Apella Capital, LLC 11
United Advisor Group, LLC 11
Rothschild Investment Corp /il 11
Cooper Financial Group 11
Macquarie Group Ltd 11
SBI Securities Co., Ltd. 11
Bedel Financial Consulting, Inc. 11
Ellis Investment Partners, LLC 11
Northwest Capital Management Inc 11
First Interstate Bank 11
Red Door Wealth Management, LLC 11
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 11
American National Bank 11
Sheaff Brock Investment Advisors, LLC 11
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 11
Pacifica Partners Inc. 11
Center for Financial Planning, Inc. 11
Pacific Capital Wealth Advisors, Inc 11
CVA Family Office, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 11
Great Lakes Retirement, Inc. 11
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 11
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 11
Independence Bank of Kentucky 11
Us Financial Advisors, Llc 11
SpiderRock Advisors, LLC 11
AMG National Trust Bank 11
American Financial Network Advisory Services Llc 11
American Century Companies Inc 11
Kings Point Capital Management 11
Opal Wealth Advisors, LLC 11
Allen Capital Group, LLC 11
Capstone Investment Advisors, Llc 11
Geneva Advisors, LLC 11
Pinkerton Retirement Specialists, LLC 11
Bogart Wealth, LLC 11
Signature Securities Group Corporation 11
Frontier Wealth Management LLC 11
CT Financial Advisors LLC 11
Mountain Capital Investment Advisors, Inc 11
Mariner Investment Group Llc 11
First National Trust Co 11
Palladium Partners Llc 11
Hl Financial Services Llc 11
Webster Bank, N. A. 11
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 11
ProVise Management Group, LLC 11
New Century Advisors, LLC 11
Klr Investment Advisors, Llc 11
Latitude Advisors, LLC 11
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 11
Legacy Investment Solutions, LLC 11
Retirement Planning Co of New England, Inc. 11
Capital Bank & Trust Co 11
Caption Management, LLC 11
Measured Wealth Private Client Group, LLC 11
Smart Money Group LLC 11
Natixis Advisors, L.p. 11
Bellwether Advisors, LLC 11
Tru Independence Asset Management 2, Llc 11
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 11
RPg Family Wealth Advisory, LLC 11
Global Assets Advisory, LLC 11
Kanaly Trust Co 11
Personal Cfo Solutions, Llc 11
Milestone Asset Management, Llc 11
Hilltop National Bank 11
Kore Private Wealth LLC 11
Picton Mahoney Asset Management 11
Pin Oak Investment Advisors Inc 11
Two Sigma Advisers, Lp 11
Kms Financial Services, Inc 11
Marathon Trading Investment Management LLC 11
Dunhill Financial, LLC 11
Polar Asset Management Partners Inc. 11
Arlington Trust Co LLC 11
Fortis Group Advisors, LLC 11
Ten Capital Wealth Advisors, LLC 11
AlphaStar Capital Management, LLC 11
Cyndeo Wealth Partners, LLC 11
YHB Investment Advisors, Inc. 11
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 11
Nuveen Asset Management, LLC 11
Beaumont Financial Partners, LLC 11
Endurance Wealth Management, Inc. 11
Genworth Financial Inc 11
Guggenheim Capital Llc 11
Maripau Wealth Management Llc 11
Alpha Cubed Investments, LLC 11
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 11
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 11
FNY Partners Fund LP 11
Elite Wealth Management, Inc. 11
Hbk Investments L P 10
Beaumont Financial Advisors, LLC 10
Shay Capital LLC 10
Credit Agricole S A 10
Cutter & CO Brokerage, Inc. 10
Associated Banc-corp 10
Guardian Wealth Advisors, LLC 10
Dubuque Bank & Trust Co 10
WCG Wealth Advisors LLC 10
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 10
Accurate Wealth Management, LLC 10
Clear Perspective Advisors, LLC 10
Highline Wealth Partners Llc 10
Windhaven Investment Management, Inc. 10
New York State Common Retirement Fund 10
Pinnacle Bancorp, Inc. 10
Principia Wealth Advisory, LLC 10
Vident Investment Advisory, LLC 10
Horrell Capital Management, Inc. 10
Federated Hermes, Inc. 10
Wealthfront Advisers Llc 10
Painted Porch Advisors LLC 10
QS Investors, LLC 10
Mackenzie Financial Corp 10
Segall Bryant & Hamill, Llc 10
Investmark Advisory Group LLC 10
Chilton Capital Management Llc 10
Clark Capital Management Group, Inc. 10
Cpwm, Llc 10
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 10
Quent Capital, LLC 10
China Universal Asset Management Co., Ltd. 10
Destination Wealth Management 10
Woodmont Investment Counsel Llc 10
Chevy Chase Trust Holdings, Inc. 10
Ibex Wealth Advisors 10
Kohmann Bosshard Financial Services, LLC 10
Mount Lucas Management LP 10
Cardiff Park Advisors, Llc 10
Asset Planning Services, Ltd. 10
Harvest Investment Services, LLC 10
Vima Llc 10
Argent Trust Co 10
Semmax Financial Advisors Inc. 10
Thoroughbred Financial Services, Llc 10
Farmers & Merchants Investments Inc 10
Evermay Wealth Management Llc 10
Sepio Capital, LP 10
Investors Capital Advisory Services 10
Planning Capital Management Corp 10
Cranbrook Wealth Management, LLC 10
Caxton Associates Lp 10
Legend Financial Advisors, Inc. 10
Patten Group, Inc. 10
Kalos Management, Inc. 10
MADDEN SECURITIES Corp 10
Financial Network Wealth Advisors LLC 10
Nadler Financial Group, Inc. 10
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 10
State Street Corp 10
Fiduciary Financial Group, Llc 10
Evolution Wealth Advisors, LLC 10
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 10
BlueCrest Capital Management Ltd 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 10
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 10
Formidable Asset Management, LLC 10
Garde Capital, Inc. 10
Selective Wealth Management, Inc. 10
Boenning & Scattergood, Inc. 10
Stancorp Investment Advisers Inc 10
Intelligence Driven Advisers, LLC 10
CX Institutional 10
Fundamentun, Llc 10
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 10
Gables Capital Management Inc. 10
Silvercrest Asset Management Group Llc 10
Secure Asset Management, LLC 10
Twin Peaks Wealth Advisors, LLC 10
New York Life Investment Management Llc 10
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 10
Financial Perspectives, Inc 10
Bft Financial Group, Llc 10
Ubs Asset Management Americas Inc 10
Knollwood Investment Advisory, LLC 10
Raffles Associates Lp 10
Balyasny Asset Management Llc 10
Mainstay Capital Management Llc /adv 10
Oxinas Partners Wealth Management LLC 10
Q3 Asset Management 10
Legacy Private Trust Co. 10
Pure Financial Advisors, Inc. 10
Wagner Wealth Management, Llc 10
CNB Bank 10
Catalyst Capital Advisors LLC 10
Financial Services Advisory Inc 10
Pine Valley Investments Ltd Liability Co 10
Ubs Oconnor Llc 10
Summit Trail Advisors, Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 10
Pinnacle Financial Partners Inc 10
Your Advocates Ltd., LLP 10
Lake Street Advisors Group, Llc 10
Wharton Business Group, LLC 10
BSW Wealth Partners 10
WESPAC Advisors, LLC 10
First Hawaiian Bank 10
SWAN Capital LLC 10
Wealth Preservation Advisors, LLC 10
Kiley Juergens Wealth Management, Llc 10
Consolidated Portfolio Review Corp 10
LS Investment Advisors, LLC 10
Hengehold Capital Management Llc 10
Golden State Equity Partners 10
X-Square Capital, LLC 10
Girard Partners Ltd. 10
TCTC Holdings, LLC 10
Twin Tree Management, LP 10
Daiwa Securities Group Inc. 10
WMS Partners, LLC 10
TCG Advisory Services, LLC 10
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 10
Americafirst Capital Management, Llc 10
Squar Milner Financial Services Llc 10
Per Stirling Capital Management, LLC. 10
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 10
SageView Advisory Group, LLC 10
Oxler Private Wealth LLC 10
Sovereign Financial Group, Inc. 10
Northwestern Mutual Investment Services Llc 10
Schonfeld Strategic Advisors LLC 10
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 10
J.P. Turner & Co Capital Mnagement, LLC 10
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 10
Register Financial Advisors LLC 10
Lehman Financial Resources, Inc. 10
Keel Point, LLC 10
Columbus Macro, LLC 10
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 10
Tudor Investment Corp Et Al 10
SOA Wealth Advisors, LLC. 10
Oakworth Capital, Inc. 10
SignalPoint Asset Management, LLC 10
Mission Wealth Management, Lp 9
Balentine LLC 9
Ingalls & Snyder Llc 9
Clal Insurance Enterprises Holdings Ltd 9
Global Financial Private Client, LLC 9
EFG Asset Management (Americas) Corp. 9
Capital Investment Advisors, LLC 9
PineBridge Investments, L.P. 9
Glenmede Investment Management, LP 9
Barber Financial Group, Inc. 9
Carnick & Kubik, LLC 9
Karlinski Andrew C 9
Cheviot Value Management, LLC 9
West Oak Capital, LLC 9
Zacks Investment Management 9
American Trust 9
K2 Principal Fund, L.p. 9
Centerpoint Advisors, LLC 9
CenterStar Asset Management, LLC 9
Clearview Wealth Advisors LLC 9
Banque Cantonale Vaudoise 9
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 9
Nemes Rush Group LLC 9
Trust Department Mb Financial Bank N A 9
SkyView Investment Advisors, LLC 9
Mayflower Financial Advisors, LLC 9
Americana Partners, LLC 9
Quest 10 Wealth Builders, Inc. 9
SNS Financial Group, LLC 9
Trust Co Of Toledo Na /oh/ 9
Tarbox Family Office, Inc. 9
Barry Investment Advisors, LLC 9
Legacy Financial Group LLC 9
Sterling Investment Advisors, Ltd. 9
Banque Transatlantique SA 9
Capital A Wealth Management, LLC 9
GoalVest Advisory LLC 9
RENN Fund, Inc. 9
Confluence Wealth Services, Inc. 9
Black Swift Group, LLC 9
InterOcean Capital Group, LLC 9
First Personal Financial Services 9
Indexiq Trust 9
Hussman Strategic Advisors, Inc. 9
Ropes Wealth Advisors Llc 9
Fore Capital, LLC 9
Td Asset Management Inc 9
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 9
Exencial Wealth Advisors, Llc 9
Oxbow Advisors, LLC 9
Signature Estate & Investment Advisors Llc 9
Security National Bank 9
Eagle Bay Advisors LLC 9
Front Row Advisors LLC 9
Bfsg, Llc 9
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 9
Aspire Private Capital, LLC 9
Symphony Asset Management Llc 9
CWA Asset Management Group, LLC 9
HCR Wealth Advisors 9
Blueprint Investment Partners LLC 9
Aspiriant, Llc 9
Meridian Wealth Partners, LLC 9
Alpine Global Management, LLC 9
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 9
3d Asset Management, Inc 9
Cmt Trading Llc 9
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 9
First PREMIER Bank 9
RPG Investment Advisory, LLC 9
City Holding Co 9
Genesis Wealth Advisors, LLC 9
Jefferies Financial Group Inc. 9
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 9
MYDA Advisors LLC 9
Aspect Partners, LLC 9
Global Wealth Strategies & Associates 9
Parsons Capital Management Inc/ri 9
Dixon Hughes Goodman Wealth Advisors LLC 9
InterOcean Capital, LLC 9
Doliver Advisors, Lp 9
L.m. Kohn & Company 9
Fort Point Capital Partners LLC 9
Urban Wealth Management, LLC 9
First National Corp /ma/ /adv 9
Barrett & Company, Inc. 9
Signal Advisors Wealth, LLC 9
WealthTrust Fairport, LLC 9
Relative Value Partners Group, LLC 9
Us Global Investors Funds 9
Dakota Wealth Management 9
Arlington Capital Management, Inc. 9
Manchester Financial Inc 9
Howard Wealth Management, Llc 9
Inspirion Wealth Advisors, Llc 9
Gerstein Fisher 9
Aurora Private Wealth, Inc. 9
Kcm Investment Advisors Llc 9
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 9
Genesee Capital Advisors, LLC 9
Hantz Financial Services, Inc. 9
Mraz, Amerine & Associates, Inc. 9
Vectors Research Management, LLC 9
Bell Rock Capital Llc 9
Bank Of The West 9
World Equity Group, Inc. 9
Psagot Investment House Ltd. 9
Kavar Capital Partners, LLC 9
People's United Financial, Inc. 9
Manatuck Hill Partners, LLC 9
Polaris Wealth Advisory Group, LLC 9
First Trust Advisors Lp 9
Hoover Financial Advisors, Inc. 9
Portfolio Strategies, Inc. 9
Nova Wealth Management, Inc. 9
Robinson Value Management, Ltd. 9
Atlantic Union Bankshares Corp 9
Signature Resources Capital Management, LLC 9
Abound Wealth Management 9
J Arnold Wealth Management Co 9
Roble, Belko & Company, Inc 9
First Command Financial Services, Inc. 9
Thompson Siegel & Walmsley Llc 9
Comerica Securities,inc. 9
Cutler Investment Counsel Llc 9
Private Wealth Partners, LLC 9
Stone House Investment Management, LLC 9
Bristlecone Advisors, LLC 9
Intrua Financial, LLC 9
Weiss Strategic Interval Fund 9
Roosevelt Investment Group Llc 9
Loeb Partners Corp 9
Cornerstone Planning Group LLC 9
Mountain Lake Investment Management LLC 9
Walkner Condon Financial Advisors LLC 9
Gateway Wealth Partners, LLC 9
Benedetti & Gucer, Inc. 9
RE Dickinson Investment Advisors, LLC 9
Charter Oak Capital Management, LLC 9
Ardsley Advisory Partners Lp 9
Life Planning Partners, Inc 9
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 9
Putnam Fl Investment Management Co 9
Loomis Sayles & Co L P 9
BKM Wealth Management, LLC 9
Midwest Trust Co 9
Pathway Financial Advisors LLC 9
Tiaa, Fsb 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
Cannell Peter B & Co Inc 9
Traynor Capital Management, Inc. 9
Philadelphia Trust Co 9
FLP Wealth Management, LLC 9
Delta Asset Management Llc/tn 8
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 8
Beacon Financial Advisory LLC 8
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 8
Banque Pictet & Cie Sa 8
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 8
Boreal Capital Management LLC 8
Arrow Investment Advisors, LLC 8
Synergy Investment Management, LLC 8
UMA Financial Services, Inc. 8
Southeast Asset Advisors Inc. 8
Choate Investment Advisors 8
Noble Wealth Management PBC 8
Stonehage Fleming Financial Services Holdings Ltd 8
Atticus Wealth Management, Llc 8
Crestwood Advisors Group LLC 8
Inscription Capital, LLC 8
Zhang Financial LLC 8
Sentinel Pension Advisors Inc 8
East Coast Asset Management, LLC. 8
GV Financial Advisors 8
Carolina Wealth Advisors, LLC 8
Alhambra Investment Partners LLC 8
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 8
BCS Wealth Management 8
Horizon Investments, LLC 8
Fulcrum Equity Management 8
Lake Point Wealth Management 8
Covenant Multifamily Offices, LLC 8
Biltmore Capital Advisors LLC 8
Boston Financial Mangement Llc 8
Roxbury Financial LLC 8
Wealthbridge Capital Management, Llc 8
DCF Advisers, LLC 8
Teamwork Financial Advisors, LLC 8
Kathmere Capital Management, LLC 8
Barrett Asset Management, LLC 8
Accredited Wealth Management, LLC 8
BEAM Asset Management, LLC 8
Global Wealth Management Investment Advisory, Inc. 8
Vermillion Wealth Management, Inc. 8
Equitec Proprietary Markets, Llc 8
Anson Funds Management LP 8
SeaBridge Investment Advisors LLC 8
Sovran Advisors, LLC 8
N.E.W. Advisory Services LLC 8
Private Wealth Strategies, L.L.C. 8
Robertson Stephens Wealth Management, LLC 8
Laidlaw Wealth Management LLC 8
Hamilton Wealth, LLC 8
Mark Sheptoff Financial Planning, Llc 8
Windsor Creek Advisors, Llc 8
Coastal Capital Group, Inc. 8
Wesbanco Bank Inc 8
BOK Financial Private Wealth, Inc. 8
Tcg Advisors, Lp 8
Essex Savings Bank 8
Sowa Financial Group, Inc. 8
Bank Julius Baer & Co. Ltd, Zurich 8
Brookfield Asset Management Inc. 8
Pinnacle Advisory Group, Inc. 8
Nachman Norwood & Parrott, Inc 8
Mkd Wealth Coaches, Llc 8
State Of Wisconsin Investment Board 8
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 8
Waterloo Capital, L.P. 8
Investors Asset Management Of Georgia Inc /ga/ /adv 8
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 8
Aj Wealth Strategies, Llc 8
WFA of San Diego, LLC 8
Atwood & Palmer Inc 8
Bel Air Investment Advisors Llc 8
GETCO Holding Company, LLC 8
Hc Financial Advisors Inc 8
Central Bank & Trust Co 8
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 8
Leuthold Group, Llc 8
Paulson Wealth Management Inc. 8
Haverford Trust Co 8
Garrett Investment Advisors LLC 8
Cobiz Investment Management, Llc 8
McMahon Financial Advisors, LLC 8
Schroder Investment Management Group 8
Woodard & Co Asset Management Group Inc /adv 8
Sterne Agee Group, Inc. 8
Cambridge Trust Co 8
Curian Capital Llc 8
DB Wealth Management Group, LLC 8
Convergent Wealth Advisors 8
Pittenger & Anderson Inc 8
Diligent Investors, LLC 8
Oak Grove Capital LLC 8
CFS Investment Advisory Services, LLC 8
Lenox Wealth Management, Inc. 8
Legacy Financial Advisors, Inc. 8
Tiedemann Advisors, Llc 8
Capital Directions Investment Advisors, LLC 8
Interchange Capital Partners, LLC 8
IMA Wealth, Inc. 8
Cohen & Steers Closed-end Opportunity Fund, Inc. 8
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 8
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 8
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 8
Kozak & Associates, Inc. 8
Quadrant Private Wealth Management, LLC 8
Camelot Portfolios, LLC 8
Mesirow Financial Investment Management, Inc. 8
AXS Investments LLC 8
Regency Capital Management Inc.\DE 8
Intercontinental Wealth Advisors, LLC 8
Vivaldi Capital Management, LLC 8
Global Financial Private Capital, LLC 8
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 8
Omnia Family Wealth, LLC 8
Pacific Center for Financial Services 8
Bell Investment Advisors, Inc 8
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 8
Ignite Planners, LLC 8
Tcfg Wealth Management, Llc 8
E&G Advisors, LP 8
Flynn Zito Capital Management, Llc 8
Prentiss Smith & Co Inc 8
Morton Brown Family Wealth, LLC 8
Harvest Fund Management Co., Ltd 8
Livingston Group Asset Management CO (operating as Southport Capital Management) 8
WealthTrust-Arizona, LLC 8
Perennial Advisors, LLC 8
Hunting Hill Global Capital, LLC 8
Matrix Private Capital Group Llc 8
Gould Capital, LLC 8
First Command Bank 8
Migdal Insurance & Financial Holdings Ltd. 8
GLG Partners LP 8
Monolith Advisors 8
Albion Financial Group /ut 8
Brighton Jones Llc 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
SevenBridge Financial Group, LLC 8
United Services Automobile Association 8
Efficient Advisors, LLC 8
Tcwp Llc 8
Spears Abacus Advisors LLC 8
Astoria Portfolio Advisors LLC. 8
Voya Financial Advisors, Inc. 8
Capital One, National Association 8
Scarborough Advisors, LLC 8
Wealthgarden F.s. Llc 8
Coston, McIsaac & Partners 8
Strategic Capital Alternatives LLC 8
Sumitomo Mitsui Trust Holdings, Inc. 8
Gofen & Glossberg Llc /il/ 8
Ethos Financial Group, LLC 8
BOS Asset Management, LLC 8
LGT Financial Advisors LLC 8
Bray Capital Advisors 8
Dialectic Capital Management, Lp 8
LaSalle St. Investment Advisors, LLC 8
Ibex Investors LLC 8
Authentikos Wealth Advisory, LLC 8
Opera Trading Capital 8
VestGen Advisors, LLC 8
Park Edge Advisors, LLC 8
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 8
Cherry Tree Wealth Management, LLC 8
Hibernia Wealth Partners, LLC 8
Highbridge Capital Management Llc 8
West Paces Advisors Inc. 8
Cardan Capital Partners, LLC 8
Cohen & Steers, Inc. 8
Concorde Asset Management, LLC 8
Cambridge Advisors Inc. 8
Syntal Capital Partners, LLC 8
Northwest Financial Advisors 8
Paradigm Financial Advisors, LLC 8
Kwmg, Llc 8
James Investment Research Inc 8
Focus Financial Network Inc /adv 8
Pitcairn Co 8
Eastern Bank 8
Vermillion & White Wealth Management Group, LLC 8
Maia Wealth LLC 8
Encompass More Asset Management 8
Bulltick Wealth Management, LLC 8
AlTi Global, Inc. 8
Sageworth Trust Co 8
Accordant Advisory Group Inc 8
Triad Wealth Partners, LLC 8
Cornerstone Advisory, LLC 8
WESPAC Advisors SoCal, LLC 8
Thomas J. Herzfeld Advisors, Inc. 8
First Financial Corp /in/ 8
Kelly Financial Services LLC 8
Gen-Wealth Partners Inc 8
Valentine Capital Asset Management, Inc. 8
CAPROCK Group, Inc. 8
Pinnacle Wealth Management Advisory Group, LLC 8
HWG Holdings LP 8
Global Endowment Management, LP 8
Exchange Capital Management, Inc. 8
ARGI Investment Services, LLC 8
TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A 8
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 8
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 8
Global View Capital Management LLC 8
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 8
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 8
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 8
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 8
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 8
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 8
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 8
Homrich & Berg 8
Bouchey Financial Group Ltd 8
Compass Ion Advisors, LLC 8
Howard Bailey Securities, Llc 7
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 7
Corbenic Partners LLC 7
Fedenia Advisers LLC 7
Smith Anglin Financial, LLC 7
Safe Harbor Fiduciary, LLC 7
Bb&t Investment Services, Inc. 7
Pathway Financial Advisers, LLC 7
Coastline Trust Co 7
Trustmark National Bank Trust Department 7
Chatham Capital Group, Inc. 7
Better Money Decisions, LLC 7
Legacy Advisors, LLC 7
Dowling & Yahnke Llc 7
Money Design Co.,Ltd. 7
Balboa Wealth Partners 7
Creative Capital Management Investments LLC 7
Landaas & Co /wi /adv 7
PFG Private Wealth Management, LLC 7
White Lighthouse Investment Management Inc. 7
St. James Investment Company, LLC 7
St Germain D J Co Inc 7
Curi Wealth Management, LLC 7
Financial Insights, Inc. 7
Arlington Partners LLC 7
SCS Capital Management LLC 7
Vertex Planning Partners, LLC 7
Mosaic Family Wealth, LLC 7
B.O.S.S. Retirement Advisors, LLC 7
StrategIQ Financial Group, LLC 7
Navis Wealth Advisors, LLC 7
Capital Wealth Planning, LLC 7
Global Trust Asset Management, LLC 7
Atlas Private Wealth Management 7
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 7
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 7
Kingfisher Capital LLC 7
RIA Advisory Group LLC 7
Rooted Wealth Advisors, Inc. 7
Dorsey Wright & Associates 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
One Charles Private Wealth Services, LLC 7
Financial Freedom, LLC 7
Price T Rowe Associates Inc /md/ 7
Windsor Capital Management, LLC 7
Country Trust Bank 7
Kowal Investment Group, LLC 7
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 7
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 7
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 7
Maple Securities Usa Inc 7
MASTER BOND LLC - Master Total Return Portfolio 7
Cypress Wealth Services, LLC 7
Tuttle Tactical Management LLC 7
Shine Investment Advisory Services Inc 7
Capital Guardian Trust Co 7
Wood Tarver Financial Group, LLC 7
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 7
Athena Capital Advisors Llc 7
Coastal Bridge Advisors, LLC 7
Altus Wealth Group LLC 7
Sterling Financial Planning, Inc. 7
High Point Bank & Trust Co 7
Lake Street Financial Llc 7
Select Asset Management & Trust 7
Townsend Asset Management Corp /nc/ /adv 7
Bailard, Inc. 7
RVW Wealth, LLC 7
Lgl Partners, Llc 7
Ford Financial Group, LLC 7
First Foundation Advisors 7
Investment Partners, Ltd. 7
Grey Street Capital, LLC 7
Pinnacle Wealth Planning Services, Inc. 7
Phoenix Wealth Advisors 7
Bayesian Capital Management, LP 7
Investors Research Corp 7
Courier Capital Llc 7
Partners Capital Investment Group, Llp 7
Providence Capital Advisors, LLC 7
Baker Tilly Financial, Llc 7
Advyzon Investment Management, LLC 7
E Fund Management Co., Ltd. 7
McClarren Financial Advisors, Inc. 7
Biltmore Family Office, LLC 7
Bingham Osborn & Scarborough Llc 7
SYM FINANCIAL Corp 7
Empower Advisory Group, LLC 7
Discovery Capital Management, Llc / Ct 7
Brown Miller Wealth Management, LLC 7
MTM Investment Management, LLC 7
Fwl Investment Management, Llc 7
Matrix Trust Co 7
Invenio Wealth Partners Llc 7
Iron Horse Wealth Management, LLC 7
Welch & Forbes Llc 7
Platform Technology Partners 7
Jeppson Wealth Management, Llc 7
Pennsylvania Trust Co 7
Sutton Wealth Advisors Inc. 7
Chemical Bank 7
Qvr Llc 7
Clarkston Capital Partners, LLC 7
Horizon Financial Services, Llc 7
Howland Capital Management Llc 7
Brave Asset Management Inc 7
C M Bidwell & Associates Ltd 7
Euro Pacific Asset Management, LLC 7
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 7
F3Logic, LLC 7
West Branch Capital LLC 7
Torch Wealth Management LLC 7
Runnymede Capital Advisors, Inc. 7
Axiom Investment Management LLC 7
Highland Capital Management, Llc 7
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 7
First New York Securities Llc /ny 7
Decker Retirement Planning Inc. 7
Prio Wealth Limited Partnership 7
GAMMA Investing LLC 7
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 7
Six Circles Trust - Six Circles Global Bond Fund 7
Hara Capital LLC 7
Shapiro Robert N 7
Greenline Partners, LLC 7
Gerber Kawasaki Wealth & Investment Management 7
TERIX - Investment Managers Series Trust II - All Terrain Opportunity Fund Institutional Class 7
Hartline Investment Corp/ 7
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 7
J. Goldman & Co LP 7
Juncture Wealth Strategies, Llc 7
Jump Trading, Llc 7
Brightworth 7
American Research & Management Co. 7
Atlantic Edge Private Wealth Management, LLC 7
Old Second National Bank Of Aurora 7
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 7
Alpha Omega Wealth Management LLC 7
Crews Bank & Trust 7
Briaud Financial Planning, Inc 7
Charles Schwab Investment Advisory, Inc. 7
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 7
Private Wealth Asset Management, LLC 7
Rosenberg Matthew Hamilton 7
Heck Capital Advisors, LLC 7
Mirador Capital Partners LP 7
Ellevest, Inc. 7
Graves-Light Private Wealth Management, Inc. 7
Skopos Labs, Inc. 7
Sentinel Trust Co Lba 7
Hayden Royal, Llc 7
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 7
LMR Partners LLP 7
Point72 Asset Management, L.P. 7
Allred Capital Management, LLC 7
GM Advisory Group, Inc. 7
Verde Servicos Internacionais S.A. 7
Ambassador Advisors, LLC 7
Peregrine Asset Advisers, Inc. 7
First Eagle Investment Management, LLC 7
Hudson Bay Capital Management LP 7
TFG Advisers LLC 7
Wetherby Asset Management Inc 7
Basso Capital Management, L.p. 7
Pointe Capital Management LLC 7
Jackson Hole Capital Partners, LLC 7
Cedar Brook Financial Partners, LLC 7
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 7
Apexium Financial, Lp 7
CMT Asset Management Ltd 7
Pasadena Private Wealth, LLC 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
Mission Creek Capital Partners, Inc. 7
WealthTrak Capital Management LLC 7
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 7
Private Portfolio Partners Llc 7
Bradley Foster & Sargent Inc/ct 7
Grove Bank & Trust 7
Bay Harbor Wealth Management, LLC 7
Column Capital Advisors, LLC 7
Bell Bank 7
London & Capital Asset Management Ltd 7
Voisard Asset Management Group, Inc. 7
Lattice Strategies LLC 7
Westwood Holdings Group Inc 7
Cobblestone Capital Advisors Llc /ny/ 7
Napa Wealth Management 7
Thomaspartners, Inc. 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
BKD Wealth Advisors, LLC 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
Moore Capital Management, Lp 7
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7
Sanders Morris Harris Llc 7
Howard Financial Services, Ltd. 7
PYA Waltman Capital, LLC 7
Game Plan Financial Advisors, LLC 7
Fiduciary Family Office, Llc 7
Truepoint, Inc. 7
Cascade Financial Partners, LLC 7
IFC Holdings Incorporated/FL 7
LRI Investments, LLC 7
John W. Brooker & Co., CPAs 7
Elequin Capital Lp 7
Eudaimonia Advisors Llc 7
Mattson Financial Services, LLC 7
Public Employees Retirement System Of Ohio 7
Theory Financial Llc 7
Upper Left Wealth Management, LLC 7
Apeiron RIA LLC 7
Mid-American Wealth Advisory Group, Inc. 7
Stanford Investment Group, Inc. 7
Guidant Wealth Advisors 7
Iberiabank Corp 7
WESCAP Management Group, Inc. 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7
Brinker Capital Inc 7
Western Pacific Wealth Management, LP 7
Win Advisors, Inc 7
Transform Wealth, LLC 7
Forum Financial Management, LP 7
Private Capital Advisors, Inc. 7
Bellwether Investment Group, LLC 7
Wintrust Investments Llc 7
GenTrust, LLC 7
Patton Albertson Miller Group, Llc 7
Element Wealth, LLC 7
Dynamic Technology Lab Private Ltd 7
Sullivan, Bruyette, Speros & Blaney, LLC 7
Smart Portfolios, LLC 7
First Capital Advisors Group, LLC. 7
Jackson, Grant Investment Advisers, Inc. 7
ORG Wealth Partners, LLC 7
Visionary Asset Management, Inc. 7
Karp Capital Management Corp 7
TD Capital Management LLC 7
RHJ International SA 7
Integrity Financial Corp /WA 7
Saxon Interests, Inc. 7
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 7
Scoggin Management Lp 7
Henrickson Nauta Wealth Advisors, Inc. 7
Strengthening Families & Communities, LLC 7
Smallwood Wealth Investment Management, LLC 7
Fifth Third Securities, Inc. 7
Artemis Wealth Advisors, LLC 7
High Net Worth Advisory Group LLC 7
Parker Investment Management, LLC 7
Horan Capital Advisors, LLC. 7
Mid Atlantic Financial Management Inc/adv 7
Empirical Finance, LLC 7
Duncker Streett & Co Inc 7
Cassady Schiller Wealth Management, LLC 7
Lansing Street Advisors 7
Tfo-tdc, Llc 7
Van Eck Associates Corp 7
EHP Funds Inc. 7
BlackDiamond Wealth Management Inc. 7
Barnes Wealth Management Group, Inc 7
Hutchens & Kramer Investment Management Group, LLC 7
Peapack Gladstone Financial Corp 7
Missouri Trust & Investment Co 7
Winnow Wealth Llc 7
Fusion Investment Group, LLC 7
Absolute Capital Management, LLC 7
Capital Performance Advisors Llp 7
Independent Wealth Network Inc. 7
Alberta Investment Management Corp 7
Evanston Investments, Inc., dba Evanston Advisors 7
Community Bank, N.A. 7
BlackRock Group LTD 7
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 7
Vise Technologies, Inc. 7
Klingman & Associates, LLC 7
New Wave Wealth Advisors Llc 7
Quest Capital Management Inc /adv 7
Charles Schwab Investment Management Inc 7
Systelligence, LLC 7
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 7
YorkBridge Wealth Partners, LLC 7
Victory Capital Management Inc 7
Berkeley Capital Partners, LLC 7
Founders Capital Management 7
Healthcare Of Ontario Pension Plan Trust Fund 7
JTC Employer Solutions Trusteee Ltd 7
Thor Advisors, Llc 6
Gamco Investors, Inc. Et Al 6
King Luther Capital Management Corp 6
Bank Hapoalim Bm 6
Assured Investment Management LLC 6
Sterling Capital Management LLC 6
Highland Capital Management Lp 6
Levin Capital Strategies, L.p. 6
Nokomis Capital, L.L.C. 6
DSC Advisors, L.P. 6
Clearbridge Investments, LLC 6
Arrowgrass Capital Partners (us) Lp 6
Ci Investments Inc. 6
Shepherd Kaplan Krochuk, Llc 6
Man Group plc 6
Capital Advisors Inc/ok 6
Sandler Capital Management 6
M&r Capital Management Inc 6
Ronald Blue & Co Llc 6
CQS Cayman LP 6
Courage Miller Partners, LLC 6
Wilmington Trust Co 6
Cibc World Markets Corp 6
Condor Capital Management 6
Green Square Capital Advisors Llc 6
Alpine Woods Capital Investors, Llc 6
Clifford Swan Investment Counsel Llc 6
Amundi 6
West Chester Capital Advisors, Inc 6
Gabelli Funds Llc 6
Schaper Benz & Wise Investment Counsel Inc/wi 6
Perritt Capital Management Inc 6
Insight 2811, Inc. 6
Emory University 6
Financial Engines Advisors L.L.C. 6
Busey Wealth Management 6
Janus Henderson Group Plc 6
Oxford Asset Management Llp 6
Checchi Capital Advisers, LLC 6
LBA Wealth Management, LLC 6
Chelsea Counsel Co 6
Sterneck Capital Management, LLC 6
Driehaus Capital Management Llc 6
Cypress Capital Group 6
Intrepid Capital Management Inc 6
Advisors Capital Management, LLC 6
Aris Wealth Services, Inc. 6
Dorsey & Whitney Trust CO LLC 6
Gruss & Co., LLC 6
Oppenheimer Asset Management Inc. 6
Stevens Capital Management Lp 6
Cabot Wealth Management Inc 6
Gluskin Sheff & Assoc Inc 6
Asset Management One Co., Ltd. 6
Ntv Asset Management Llc 6
Linscomb & Williams, Inc. 6
Integrated Wealth Counsel, Llc 6
Quintium Advisors, LLC 6
Lbmc Investment Advisors, Llc 6
Riggs Asset Managment Co. Inc. 6
North Star Asset Management Inc 6
Waratah Capital Advisors Ltd. 6
Murphy Capital Management Inc 6
Wellington Shields Capital Management, LLC 6
Cornerstone Advisors, Inc. 6
Field & Main Bank 6
Spectrum Asset Management, Inc. (NB/CA) 6
Rockland Trust Co 6
HHG & Company, LLC 6
New England Investment & Retirement Group, Inc. 6
D. Scott Neal, Inc. 6
Personal Capital Advisors Corp 6
RBF Capital, LLC 6
Alesco Advisors Llc 6
Empyrean Capital Partners, LP 6
OTA Financial Group L.P. 6
Waldron Private Wealth LLC 6
Inverness Counsel Llc /ny/ 6
Annex Advisory Services, LLC 6
Baltimore-Washington Financial Advisors, Inc. 6
Shamrock Asset Management LLC 6
Cliftonlarsonallen Wealth Advisors, Llc 6
Hartford Financial Management Inc. 6
Financial Advisory Service, Inc. 6
Menlo Advisors Llc 6
Portfolio Solutions, LLC 6
Capstone Asset Management Co 6
Interactive Financial Advisors 6
Mitsubishi UFJ Trust & Banking Corp 6
Hanlon Investment Management, Inc. 6
Landscape Capital Management, L.l.c. 6
Sterling Global Strategies LLC 6
Artemis Investment Management LLP 6
Arrow Financial Corp 6
United Asset Strategies, Inc. 6
Ferguson Wellman Capital Management, Inc 6
Strategic Wealth Management Inc 6
Russell Frank Co/ 6
Berkshire Asset Management Llc/pa 6
Xponance, Inc. 6
Augustine Asset Management Inc 6
Hemenway Trust Co LLC 6
S. Muoio & Co. Llc 6
Altavista Wealth Management, Inc. 6
Timber Creek Capital Management LLC 6
Sfmg, Llc 6
Telemetry Investments, L.L.C. 6
Hoxton Financial, Inc. 6
Haberer Registered Investment Advisor Inc 6
Rain Capital Management, LLC 6
Armbruster Capital Management, Inc. 6
Moller Financial Services 6
Brevan Howard Capital Management LP 6
Gsa Capital Partners Llp 6
Fma Advisory Inc 6
Cavalier Investments, LLC 6
Hancock Whitney Corp 6
BTG Pactual Global Asset Management Ltd 6
SVA Wealth Management, LLC 6
Dana Investment Advisors, Inc. 6
Integrated Investment Consultants, LLC 6
Permanens Capital L.P. 6
Orbitronix, LP 6
Cubist Systematic Strategies, LLC 6
First National Bank Of Omaha 6
NatWest Group plc 6
Banco BTG Pactual S.A. 6
Andromeda Capital LLC 6
BlueCrest Capital Management LLP 6
Founders Bank & Trust 6
Portfolio Strategies Inc 6
Cable Hill Partners, LLC 6
Glenview Trust Co 6
Banco Santander, S.A. 6
Bristol Advisors, LLC 6
Flaharty Asset Management, LLC 6
Ritholtz Wealth Management 6
PHH Investments, Ltd. 6
Doyle Wealth Management 6
Ridgewood Investments LLC 6
Atlantic Trust, LLC 6
Geneva Partners, LLC 6
Regal Wealth Group, Inc. 6
MPS Loria Financial Planners, LLC 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 6
Voya Prime Rate Trust 6
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 6
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 6
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 6
Castle Rock Wealth Management, LLC 6
DeDora Capital, Inc. 6
Stansberry Asset Management, Llc 6
Lucia Wealth Services, Llc 6
Aft, Forsyth & Company, Inc. 6
Deer Park Road Corp 6
Wealthshield, Llc 6
Financial Partners Group, Inc 6
Cabana Llc 6
Diametric Capital, LP 6
Inlight Wealth Management, LLC 6
D.B. Root & Company, LLC 6
Windsor Group LTD 6
Marino, Stram & Associates Llc 6
OmniStar Financial Group, Inc. 6
USAdvisors Wealth Management, LLC 6
Wealth Alliance Advisory Group, LLC 6
Whitener Capital Management, Inc. 6
Elmwood Wealth Management, Inc. 6
Quad-Cities Investment Group, LLC 6
Providence Wealth Advisors, LLC 6
Equitable Trust Co 6
Canton Hathaway, LLC 6
PEAK6 Investments LLC 6
Wakefield Asset Management LLLP 6
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 6
Titan Capital Management, LLC /CA 6
Dfpg Investments, Llc 6
Legacy Bridge, LLC 6
Nkcfo Llc 6
Concentrum Wealth Management 6
Foresight Wealth Management, LLC 6
First National Bank of South Miami 6
MBM Wealth Consultants, LLC 6
Zions Bancorporation, N.A. 6
Quantinno Capital Management LP 6
Dagco, Inc. 6
Fortem Financial Group, Llc 6
Meridian Wealth Advisors, LLC 6
Black Diamond Financial, LLC 6
Guidance Point Advisors, LLC 6
New World Advisors LLC 6
Capital Financial Planning, LLC 6
Brandywine Oak Private Wealth Llc 6
Gyl Financial Synergies, Llc 6
Cypress Capital, LLC 6
Archetype Wealth Partners 6
Occidental Asset Management, LLC 6
Kmg Fiduciary Partners, Llc 6
Cornerstone Wealth Group, LLC 6
Waddell & Associates, Llc 6
Sound View Wealth Advisors Group, LLC 6
Keudell/Morrison Wealth Management 6
TCF National Bank 6
Cowen Investment Management LLC 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 6
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 6
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 6
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 6
Modus Advisors, LLC 6
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 6
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 6
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 6
Birch Capital Management, LLC 6
Acorn Financial Advisory Services Inc /adv 6
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
Provident Wealth Management, LLC 6
Verdence Capital Advisors LLC 6
Cfm Wealth Partners Llc 6
MBE Wealth Management, LLC 6
Cedar Mountain Advisors, LLC 6
XML Financial, LLC 6
Steel Peak Wealth Management LLC 6
Quaker Wealth Management, LLC 6
GFG Capital, LLC 6
TBH Global Asset Management, LLC 6
Mayfair Advisory Group, LLC 6
CBIZ Investment Advisory Services, LLC 6
Soltis Investment Advisors LLC 6
Austin Private Wealth, LLC 6
Vigilare Wealth Management 6
Fure Financial Corp 6
Keebeck Wealth Management, LLC 6
Regent Peak Wealth Advisors LLC 6
Resonant Capital Advisors, LLC 6
HighMark Wealth Management LLC 6
Spotlight Asset Group, Inc. 6
Compass Efficient Model Portfolios, LLC 6
Veracity Capital LLC 6
Wellspring Financial Advisors, LLC 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
USERX - US GLOBAL INVESTORS FUNDS - Gold and Precious Metals Fund 6
Manager Directed Portfolios - Pemberwick Fund Shares 6
TRTY - Cambria ETF Trust - Cambria Trinity ETF 6
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 6
Atlas Private Wealth Advisors 6
Advisor OS, LLC 6
Tennessee Valley Asset Management Partners 6
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 6
Baron Financial Group, LLC 6
Journey Advisory Group, LLC 6
Johnson Midwest Financial, LLC 6
IFS Advisors, LLC 6
Lumature Wealth Partners, LLC 6
Montis Financial, LLC 6
Allegheny Financial Group LTD 6
Cadent Capital Advisors, LLC 6
Simplify Asset Management Inc. 6
Woodward Diversified Capital, Llc 6
MBL Wealth, LLC 6
Ritter Daniher Financial Advisory, Llc 6
Tacita Capital Inc 6
Laird Norton Trust Company, Llc 6
Bridge Advisory, LLC 6
Bard Financial Services, Inc. 6
Stonnington Group, Llc 6
Sierra Capital LLC 6
Triumph Capital Management 6
Emfo, Llc 6
Innova Wealth Partners 6
Strategic Asset Management, LLC 6
Praetorian Capital Management LLC 6
Wedmont Private Capital 6
Columbia Advisory Partners Llc 6
Wayfinding Financial, LLC 6
Steward Financial Group LLC 6
Sandy Cove Advisors, LLC 6
Warren Street Wealth Advisors, LLC 6
Prosperity Consulting Group, LLC 6
Collaborative Wealth Managment Inc. 6
Washington Trust Advisors, Inc. 6
True North Advisors, LLC 6
SFG Wealth Management, LLC. 6
New Millennium Group LLC 6
Viewpoint Capital Management LLC 6
Mbb Public Markets I Llc 6
Benchmark Investment Advisors LLC 6
Titleist Asset Management, Ltd. 6
Aspire Wealth Management Corp 6
Mason & Associates Inc 6
Safeguard Financial, LLC 6
Atlas Financial Advisors, Inc. 6
Crown Wealth Group, LLC 6
Ritter Daniher Financial Advisory LLC / DE 6
Plan Group Financial, LLC 6
Schechter Investment Advisors, LLC 6
Stapp Wealth Management, Pllc 6
JDM Financial Group LLC 6
New England Capital Financial Advisors LLC 6
Alliance Wealth Advisors, LLC /UT 6
Koesten, Hirschmann & Crabtree, INC. 6
MRP Capital Investments, LLC 6
Freedom Wealth Alliance, Llc 6
True Wealth Design, LLC 6
Prostatis Group LLC 6
Petra Financial Advisors Inc 6
Whitaker-Myers Wealth Managers, LTD. 6
BIP Wealth, LLC 6
Imprint Wealth LLC 6
PCA Investment Advisory Services Inc. 6
DecisionPoint Financial, LLC 6
Tiaa Trust, National Association 6
Norden Group Llc 6
Vident Advisory, LLC 6
PFS Partners, LLC 6
Morton Capital Management LLC/CA 6
Sapient Capital Llc 6
Savvy Advisors, Inc. 6
Anthracite Investment Company, Inc. 6
Sachetta, LLC 6
LM Advisors LLC 6
Foster Dykema Cabot & Partners, Llc 6
Nepc Llc 6
Able Wealth Management LLC 6
J. Safra Sarasin Holding AG 6
Kings Path Partners LLC 6
Net Worth Advisory Group 6
Quartz Partners, LLC 6
Eq Wealth Advisors, Llc 6
Vantage Point Financial LLC 6
Promus Capital, LLC 6
IMG Wealth Management, Inc. 6
Flagship Wealth Advisors, Llc 6
AssuredPartners Investment Advisors, LLC 6
Maridea Wealth Management LLC 6
Redwood Park Advisors LLC 6
Richards, Merrill & Peterson, Inc. 6
NFP Retirement, Inc. 6
Cary Street Partners Financial Llc 6
Reyes Financial Architecture, Inc. 6
Marshall & Sterling Wealth Advisors Inc. 6
Luminist Capital LLC 6
Fourth Dimension Wealth, LLC 6
Dogwood Wealth Management LLC 6
Kilter Group LLC 6
Wealth Watch Advisors, INC 6
Wealth Management Associates, Inc. 6
Frontier Investment Mgmt Co 5
Altshuler Shaham Ltd 5
Spinnaker Trust 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
Prescott Group Capital Management, L.l.c. 5
Wealthcare Capital Partners, LLC 5
Castle Wealth Management Llc 5
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF 5
Optima Capital Llc 5
South Georgia Capital, Llc 5
Sloy Dahl & Holst, LLC 5
Bulwark Capital Corp 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
Mascagni Wealth Management, Inc. 5
Courage Capital Management Llc 5
Relyea Zuckerberg Hanson LLC 5
Sharper & Granite LLC 5
Praetorian PR LLC 5
Stephens Consulting, LLC 5
361 Capital Llc 5
Fidelis Capital Partners, LLC 5
River Wealth Advisors LLC 5
Belmont Capital, LLC 5
Hurley Capital, LLC 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
Rockport Wealth LLC 5
Arnhold LLC 5
International Private Wealth Advisors LLC 5
RFP Financial Group LLC 5
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 5
Octavia Wealth Advisors, LLC 5
Daymark Wealth Partners, Llc 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 5
Pacific Sage Partners, LLC 5
Cedar Wealth Management, LLC 5
Redwood Wealth Management Group, LLC 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
Ellsworth Advisors, LLC 5
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 5
Kingstone Capital Partners Texas, LLC 5
NOBOX - Northern Funds - Northern Bond Index Fund 5
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 5
Encompass Wealth Advisors, Llc 5
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 5
Orinda Asset Management LLC 5
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 5
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 5
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 5
Indiana Trust & Investment Management CO 5
Chicago Capital, LLC 5
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 5
Thornburg Investment Management Inc 5
SOL Capital Management CO 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 5
Blue Capital, Inc. 5
Simmons Bank 5
Spectrum Planning & Advisory Services Inc. 5
Rocky Mountain Advisers, Llc 5
Warberg Asset Management LLC 5
Avondale Wealth Management 5
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 5
Ironwood Investment Counsel, LLC 5
Cassaday & Co Wealth Management LLC 5
Stevens First Principles Investment Advisors 5
Legacy Capital Partners, Inc. 5
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 5
Financial & Tax Architects, LLC 5
Security National Trust Co 5
Uhlmann Price Securities, Llc 5
FIL Ltd 5
Northwest Investment Counselors, Llc 5
Garden State Investment Advisory Services LLC 5
Owen LaRue, LLC 5
Beck Capital Management, Llc 5
Mill Creek Capital Advisors, LLC 5
Yahoo Inc 5
Alaska Permanent Capital Management 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 5
Vontobel Swiss Wealth Advisors AG 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
Signature Wealth Management Group 5
Credential Qtrade Securities Inc. 5
Wildcat Capital Management, LLC 5
Kraft, Davis & Associates, LLC 5
Silverlake Wealth Management Llc 5
Alpha Financial Partners, LLC 5
MD Financial Management Inc. 5
Strait & Sound Wealth Management LLC 5
Aspen Investment Management Inc 5
Callan Family Office, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 5
SlateStone Wealth, LLC 5
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 5
Searle & Co. 5
Connectus Wealth, LLC 5
Iowa State Bank 5
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5
Vista Private Wealth Partners. LLC 5
Kernodle & Katon Asset Management Group, LLC 5
SAC Capital Advisors LP 5
CLARET ASSET MANAGEMENT Corp 5
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 5
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 5
Edge Advisors, Llc 5
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 5
Copley Financial Group, Inc. 5
Oliver Luxxe Assets LLC 5
Zrc Wealth Management, Llc 5
Cornerstone Management, Inc. 5
Bramshill Investments, LLC 5
Forefront Analytics, LLC 5
One + One Wealth Management, Llc 5
Diversify Advisory Services, LLC 5
Retirement Planning Group 5
Ffg Retirement Advisors Llc 5
Estate Counselors, LLC 5
Meitav Dash Investments Ltd 5
Thomasville National Bank 5
National Wealth Management Group, LLC 5
Adventist Health System Sunbelt Healthcare Corp 5
Abacus Planning Group, Inc. 5
Sage Capital Advisors,llc 5
Stonebridge Wealth Management, LLC 5
Bradley & Co. Private Wealth Management, LLC 5
Bellecapital International Ltd. 5
Optiver Holding B.V. 5
Banco Bilbao Vizcaya Argentaria, S.a. 5
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 5
Atherton Lane Advisers, Llc 5
Kaizen Financial Strategies 5
Pine River Capital Management L.P. 5
Titus Wealth Management 5
Peak Capital Management Llc 5
Blue Sky Asset Management, LLC 5
Wrapmanager Inc 5
Chase Investment Counsel Corp 5
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 5
Pallas Capital Advisors LLC 5
Quattro Financial Advisors Llc 5
Cadence Wealth Management LLC 5
BlueChip Wealth Advisors LLC 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
Transcendent Capital Group LLC 5
Bluesphere Advisors, LLC 5
Teacher Retirement System Of Texas 5
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund 5
Abound Financial, Llc 5
Point72 Hong Kong Ltd 5
Scopus Asset Management, L.p. 5
Oder Investment Management, LLC 5
McAdams Wright Ragen, Inc. 5
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund 5
Banyan Partners, LLC 5
Walled Lake Planning & Wealth Management, Llc 5
Circle Wealth Management, LLC 5
Round Table Services, LLC 5
CFO4Life Group, LLC 5
Capital One Financial Corp 5
New Republic Capital, LLC 5
Northeast Financial Group, Inc. 5
Astor Investment Management LLC 5
Guidance Capital, Inc 5
Knowledge Leaders Capital, LLC 5
B & T Capital Management DBA Alpha Capital Management 5
Prosperity Financial Group, Inc. 5
Prosperity Wealth Management, Inc. 5
Auxano Advisors, LLC 5
Risk Paradigm Group, LLC 5
Hennion & Walsh Asset Management, Inc. 5
Airain ltd 5
Clarity Asset Management, Inc. 5
Stony Point Wealth Management Inc. 5
GSB Wealth Management, LLC 5
Measured Risk Portfolios, Inc. 5
WFA Asset Management Corp 5
Key Group Holdings (cayman), Ltd. 5
Nationwide Fund Advisors 5
JMG Financial Group, Ltd. 5
Annapolis Financial Services, LLC 5
JustInvest LLC 5
Nottingham Advisors, Inc. 5
Summit Global Investments 5
Contravisory Investment Management, Inc. 5
Private Harbour Investment Management & Counsel, LLC 5
Nicholas Hoffman & Company, LLC. 5
Midland Wealth Advisors Llc 5
Invst, LLC 5
Horizon Kinetics LLC 5
L & S Advisors Inc 5
Williams & Novak, LLC 5
Yellowstone Partners, LLC 5
American Investment Services, Inc. 5
Cumberland Advisors Inc 5
One Wealth Advisors, LLC 5
Buck Wealth Strategies, LLC 5
Harbour Capital Advisors, LLC 5
Family Management Corp 5
United Community Bank 5
FundX Investment Group, LLC 5
Revisor Wealth Management LLC 5
Burns Matteson Capital Management, LLC 5
Cowen And Company, Llc 5
Southland Equity Partners LLC 5
Narwhal Capital Management 5
B, B, H, & B Inc. 5
Waverton Investment Management Ltd 5
Jamison Private Wealth Management, Inc. 5
Fortitude Family Office, LLC 5
Dougherty Wealth Advisers LLC 5
Davidson & Garrard Inc 5
Visium Asset Management, LP 5
Glazer Capital, Llc 5
Tiaa Cref Trust Co Fsb/mo 5
Patriot Investment Management Inc. 5
Magnolia Private Wealth, LLC 5
Strategic Financial Services, Inc, 5
Strategic Capital Group LLC 5
Richardson Capital Management LLC 5
Gainplan LLC 5
Beese Fulmer Investment Management, Inc. 5
Fore Research & Management, LP 5
TOWER TRUST Co 5
Hillcrest Wealth Advisors - NY, LLC 5
Custom Index Systems, Llc 5
Alpine Bank Wealth Management 5
Sharkey, Howes & Javer 5
Mizuho Securities Usa Llc 5
Piershale Financial Group, Inc. 5
Andina Capital Management, LLC 5
Vanguard Group Inc 5
Staley Capital Advisers Inc 5
Newport Capital Group, LLC 5
Caz Investments Lp 5
Arcus Capital Partners, LLC 5
Elgethun Capital Management 5
NavPoint Financial, Inc. 5
BigSur Wealth Management LLC 5
Smith, Salley & Associates 5
Hefren-Tillotson, Inc. 5
Cowa, Llc 5
CWM Advisors, LLC 5
Advantage Trust Co 5
Oxford Financial Group Ltd 5
Spectrum Management Group, LLC 5
Discipline Wealth Solutions, LLC 5
Arbiter Partners Capital Management LLC 5
Peoples Financial Services Corp. 5
TD Ameritrade Trust Co 5
Terra Nova Asset Management LLC 5
Reby Advisors, LLC 5
All Terrain Financial Advisors, LLC 5
Cue Financial Group, Inc. 5
Harbor Financial Services, Llc 5
Ceros Financial Services Inc. 5
Mpwm Advisory Solutions, Llc 5
CRA Financial Services, LLC 5
Bbva Usa 5
Mach-1 Financial Group, Inc. 5
Euclid Advisors LLC 5
Berman Capital Advisors, LLC 5
Starfire Investment Advisers, Inc. 5
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 5
Barnett & Company, Inc. 5
Scholtz & Company, Llc 5
Novem Group 5
McKinley Carter Wealth Services, Inc. 5
Knuff & Co LLC 5
Phillips Financial Management, Llc 5
Argent Advisors, Inc. 5
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 5
Hirtle Callaghan & Co LLC 5
First Pacific Financial 5
Ballentine Partners, LLC 5
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 5
Brown Advisory Securities, LLC 5
City Center Advisors, LLC 5
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5
Quantitative Investment Management, LLC 5
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 5
RHS Financial, LLC 5
Ray Gerald L & Associates Ltd 5
Amerivest Investment Management LLC 5
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 5
Custom Portfolio Group LLC 5
Ballast Advisors Llc 5
Roberts Glore & Co Inc /il/ 5
Human Investing LLC 5
Fairfield, Bush & Co. 5
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 5
AXA PREMIER VIP TRUST - Charter Aggressive Growth Portfolio Class B 5
AXA PREMIER VIP TRUST - Charter Conservative Portfolio Class B 5
AXA PREMIER VIP TRUST - Charter Growth Portfolio Class B 5
AXA PREMIER VIP TRUST - Charter Moderate Portfolio Class B 5
AXA PREMIER VIP TRUST - Charter Moderate Growth Portfolio Class B 5
B&D White Capital Company, LLC 5
SLT Holdings LLC 5
Capital CS Group, LLC 5
Roman Butler Fullerton & Co 5
Principle Wealth Partners Llc 5
NWF Advisory Services Inc. 5
Jordan Park Group LLC 5
Osborn Rohs Williams & Donohoe Ltd 5
Evermore Global Advisors, LLC 5
BancorpSouth Bank 5
Jabre Capital Partners S.A. 5
Schonfeld Group Holdings LLC 5
Core Wealth Advisors, Inc. 5
Beacon Pointe Wealth Advisors, Llc 5
Cushing Capital Partners, LLC 5
Bellevue Asset Management, Llc 5
Crescent Capital Consulting, LLC 5
Harvard Management Co Inc 5
Advanced Asset Management Advisors Inc 5
Independent Portfolio Consultants, Inc. 5
Foster Victor Wealth Advisors, LLC 5
WestEnd Advisors, LLC 5
Holistic Financial Partners 5
Aprio Wealth Management, LLC 5
Keystone Financial Group 5
Salient Capital Advisors, LLC 5
Advance Capital Management, Inc. 5
Wealthstreet Investment Advisors, LLC 5
First National Bank Sioux Falls 5
Centiva Capital, LP 5
Copperwynd Financial, LLC 5
Investment Research & Advisory Group, Inc. 5
Ovata Capital Management Ltd 5
Aries Wealth Management 5
Plancorp, LLC 5
Wick Capital Partners, LLC 5
Intellus Advisors LLC 5
Advent Capital Management /de/ 5
J2 Capital Management Inc 5
Demars Financial Group, LLC 5
Mcdonald Partners Llc 5
Intersect Capital LLC 5
M Wealth Management, LLC 5
Surience Private Wealth Llc 5
Tokio Marine Asset Management Co Ltd 5
Bluestein R H & Co 5
Parcion Private Wealth LLC 5
Financial Advantage, Inc. 5
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 5
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 5
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 5
DT Investment Partners, LLC 5
Stonehearth Capital Management, LLC 5
Live Oak Private Wealth LLC 5
Ade, Llc 5
Actinver Wealth Management, Inc. 5
Millstone Evans Group, LLC 5
Oppenheimer & Close, LLC 5
Tamar Securities, LLC 5
Clean Yield Group 5
First Horizon Corp 5
Nicolet Advisory Services, Llc 5
New England Private Wealth Advisors LLC 5
Hillsdale Investment Management Inc. 5
Revolve Wealth Partners, LLC 5
Summit Financial Wealth Advisors, LLC 5
Gotham Asset Management, LLC 5
Isthmus Partners, Llc 5
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 5
Thompson Investment Management, Inc. 5
Pinnacle Private Wealth, LLC 5
Greenleaf Trust 5
Stewardship Advisors, LLC 5
Delta Investment Management, LLC 5
HBC Financial Services, PLLC 5
Coulter & Justus Financial Services, LLC 5
Smith & Howard Wealth Management, LLC 5
Advanced Research Investment Solutions, Llc 5
Hedges Asset Management LLC 5
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 5
Portola Group Inc /ca 5
Marks Group Wealth Management, Inc 5
Edmond de Rothschild (Europe) 5
Headinvest, Llc 5
Primoris Wealth Advisors, Llc 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 5
BLB&B Advisors, LLC 5
Pandora Wealth, Inc. 5
ExodusPoint Capital Management, LP 5
Fft Wealth Management Llc 5
Alphadyne Asset Management, LLC 5
Indie Asset Partners, LLC 5
PCG Wealth Advisors, LLC 5
Peak Financial Management, Inc. 5
Lvm Capital Management Ltd/mi 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
Horizon Bancorp Inc /in/ 5
Edmond De Rothschild (suisse) S.a. 5
4wealth Advisors, Inc. 5
IAM Advisory, LLC 5
Verde Capital Management 5
Hanson & Doremus Investment Management 5
Strategic Wealth Designers 5
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 5
Goldstream Capital Management Ltd 5
Symmetry Peak Management Llc 5
West Bancorporation Inc 5
Murphy & Mullick Capital Management Corp 5
Alera Investment Advisors, LLC 5
Williams Jones Wealth Management, LLC. 5
Gunderson Capital Management Inc. 5
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 5
Robinson Capital Management, Llc 5
Eagle Strategies LLC 5
Rowland Carmichael Advisors Inc /adv 5
Eschler Asset Management LLP 5
JD Financial Services Inc. 5
Castle Financial & Retirement Planning Associates, Inc. 5
Operose Advisors LLC 5
Rockefeller Financial Services Inc 5
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 5
Cidel Asset Management Inc 5
ShoreHaven Wealth Partners, LLC 5
Avaii Wealth Management, Llc 5
Elevated Capital Advisors, LLC 5
Lighthouse Financial Advisors, Inc. 5
Leelyn Smith, LLC 5
PBMares Wealth Management LLC 5
FSA Advisors, Inc. 5
Sugar Maple Asset Management, LLC 5
Jmac Enterprises Llc 5
Hoese & Co LLP 5
Carlson Capital L P 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Bivin & Associates, Inc. 5
Lifeworks Advisors, LLC 5
Ogorek Anthony Joseph /ny/ /adv 5
Canal Capital Management, LLC 5
Bourgeon Capital Management Llc 5
Granite Bay Wealth Management, LLC 5
First Citizens Bank & Trust Co 5
Permal Asset Management Llc 5
Investment House Llc 5
Bangor Savings Bank 5
Goldstein Munger & Associates 5
Castellan Group, LLC 5
Zullo Investment Group, Inc. 5
Panagora Asset Management Inc 5
Amitell Capital Pte Ltd 5
Princeton Capital Management Llc 5
3D/L Capital Management, LLC 5
Riggs Capital Management LLC 5
Ulland Investment Advisors, LLC 5
Wealthstar Advisors, Llc 5
Silicon Valley Capital Partners 5
Hager Investment Management Services, Llc 5
First Allied Asset Management, Inc. 5
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 5
ERTS Wealth Advisors, LLC 5
First Midwest Bank Trust Division 5
Garrett Wealth Advisory Group, LLC 5
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 5
Capital Management Corp /va 5
Hellman Jordan Management Co Inc /ma/ 5
Curran Financial Partners, LLC 5
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 5
Compass Financial Services Inc 5
Bank Of Nova Scotia Trust Co 5
Van Den Berg Management I, Inc 5
Magnus Financial Group LLC 5
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 5
Psagot Value Holdings Ltd. / (Israel) 5
Meixler Investment Management, Ltd. 5
Comprehensive Financial Consultants Institutional, Inc. 5
American Independence Financial Services LLC 5
City State Bank 5
Bragg Financial Advisors, Inc 5
Generation Capital Management LLC 5
Smith Affiliated Capital Corp. 5
Syverson Strege & Co 5
Provence Wealth Management Group 5
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 5
Woodley Farra Manion Portfolio Management Inc 5
Carnegie Capital Asset Management, LLC 5
Sage Investment Advisers LLC 5
Principal Financial Group Inc 5
Draper Asset Management, LLC 5
Comprehensive Financial Planning, Inc./PA 5
Hunter Perkins Capital Management, LLC 5
Pax World Management Llc 5
Heritage Investors Management Corp 5
1620 Investment Advisors, Inc. 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
Wingate Wealth Advisors, Inc. 5
Weiss Asset Management LP 5
Deane Retirement Strategies, Inc. 5
Paragon Advisors, LLC 4
Murchinson Ltd. 4
Stelac Advisory Services LLC 4
Adirondack Retirement Specialists, Inc. 4
Aviance Capital Partners, LLC 4
TrueWealth Advisors, LLC 4
Sage Mountain Advisors LLC 4
Global Wealth Management, LLC 4
BridgePort Financial Solutions, LLC 4
Means Investment Co., Inc. 4
Foster Group, Inc. 4
Lantz Financial LLC 4
Goodwin Investment Advisory 4
RDA Financial Network 4
Papp L Roy & Associates 4
Elkhorn Partners Limited Partnership 4
Pure Portfolios Holdings Llc 4
Palisades Hudson Asset Management, L.P. 4
Bremer Bank National Association 4
Comprehensive Money Management Services LLC 4
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF 4
Wealth Advisory Solutions, LLC 4
Palisade Capital Management Llc/nj 4
Chiron Capital Management, Llc 4
Gierl Augustine Investment Management Inc 4
Summit Wealth Partners, LLC 4
Rivernorth Capital Management, Llc 4
Rothschild Capital Partners, LLC 4
Heritage Oak Wealth Advisors Llc 4
Kestra Investment Management, LLC 4
Virtus Investment Advisers, Inc. 4
Bnc Wealth Management, Llc 4
Beacon Harbor Wealth Advisors, Inc. 4
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 4
Tranquility Partners, LLC 4
Shelton Capital Management 4
Sig Brokerage, Lp 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
Windsor Financial Group Llc 4
Centennial Bank/AR/ 4
Madison Investment Holdings Inc 4
Granite FO LLC 4
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 4
Cazenove Capital Management Ltd 4
John G Ullman & Associates Inc 4
Gardner Lewis Asset Management L P 4
Baltimore-Washington Financial Advisors Inc. 4
Winchester Group Inc. 4
Td Private Client Wealth Llc 4
Schwarz Dygos Wheeler Investment Advisors Llc 4
Afam Capital, Inc. 4
BTG Pactual Asset Management US LLC 4
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 4
Bridgecreek Investment Management, LLC 4
Violich Capital Management, Inc. 4
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 4
Horst & Graben Wealth Management LLC 4
Black Point Wealth Management 4
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 4
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 4
Eagle Asset Management Inc 4
Adirondack Trust Co 4
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 4
Knightsbridge Asset Management, Llc 4
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 4
UNWPX - US GLOBAL INVESTORS FUNDS - World Precious Minerals Fund 4
Hardin Capital Partners, LLC 4
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 4
Vaughan David Investments Inc/il 4
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
Old Mutual Global Investors (UK) Ltd. 4
Mandatum Life Insurance Co Ltd 4
Jackson Square Capital, Llc 4
Carret Asset Management, Llc 4
Northstar Investment Advisors Llc 4
Daiwa Capital Markets America Inc. 4
Silver Bridge Capital Management LLC 4
Johanson Financial Advisors, Inc. 4
Graypoint LLC 4
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 4
Barnes Dennig Private Wealth Management LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Magnolia Capital Advisors Llc 4
Westshore Wealth, LLC 4
Tempus Wealth Planning, LLC 4
Cadinha & Co Llc 4
360 Financial, Inc. 4
Adams Chetwood Wealth Management LLC 4
Maltin Wealth Management, Inc. 4
Chicago Wealth Management, Inc. 4
Capstone Financial Advisors, Inc. 4
Buffington Mohr McNeal 4
Estabrook Capital Management 4
Lionsbridge Wealth Management LLC 4
Harfst & Associates, Inc. 4
Orgel Wealth Management, LLC 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 4
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 4
Northwest Bancshares, Inc. 4
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 4
Orleans Capital Management Corp/la 4
Seven Post Investment Office LP 4
Adage Capital Partners Gp, L.l.c. 4
Fiduciary Planning LLC 4
Pictet Asset Management Ltd 4
Monaco Asset Management SAM 4
Arbor Investment Advisors, LLC 4
Sculati Wealth Management, LLC 4
Lion Street Advisors, LLC 4
Ameraudi Asset Management, Inc. 4
Sharp Financial Services, LLC 4
HC Advisors, LLC 4
Financial Strategies Group, Inc. 4
Independent Family Office, LLC 4
Ascension Capital Advisors, Inc. 4
Soros Capital Management Llc 4
Lynx Investment Advisory 4
Brown, Lisle/cummings, Inc. 4
Moser Wealth Advisors, LLC 4
Marble Harbor Investment Counsel, LLC 4
SPC Financial, Inc. 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
Bridgewealth Advisory Group, LLC 4
Cascadia Advisory Services, LLC 4
Watson Rebecca 4
Islay Capital Management, Llc 4
Whitnell & Co. 4
Breakwater Investment Management 4
Powell Investment Advisors, LLC 4
Alexander Labrunerie & Co., Inc. 4
20/20 Capital Management, Inc. 4
Ferguson Shapiro LLC 4
Parkwood LLC 4
BARING ASSET MANAGEMENT Ltd 4
Great Diamond Partners, LLC 4
Clg Llc 4
Mizuho Bank, Ltd. 4
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 4
Alps Advisors Inc 4
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 4
Watts Gwilliam & Co., LLC 4
Pictet & Cie (Europe) SA 4
Prairie Wealth Advisors, Inc. 4
Proffitt & Goodson Inc 4
Clark Asset Management, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 4
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 4
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 4
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 4
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 4
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 4
ICONIQ Capital, LLC 4
Welch Group, LLC 4
Lorem Ipsum Management, LLC 4
POM Investment Strategies, LLC 4
Traphagen Investment Advisors Llc 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 4
Mowery & Schoenfeld Wealth Management, LLC 4
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 4
Segantii Capital Management Ltd 4
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 4
A. D. Beadell Investment Counsel, Inc. 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 4
Bruderman Asset Management, LLC 4
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 4
Ckw Financial Group 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
Patten & Patten Inc/tn 4
Usa Mutuals Advisors, Inc. 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
Moody Lynn & Lieberson, Llc 4
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
Acropolis Investment Management, LLC 4
FirstMerit Bank N A Trustee 4
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
Magnetar Financial LLC 4
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 4
Meristem Family Wealth, LLC 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 4
PDPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Alternatives Diversifier Fund Class A 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
Kelman-Lazarov, Inc. 4
Camelot Technology Advisors, Inc. 4
Embree Financial Group 4
Fairway Wealth LLC 4
Edge Financial Advisors LLC 4
Donald L. Hagan, LLC 4
High Falls Advisors, Inc 4
Financial Synergies Wealth Advisors, Inc. 4
Stadion Money Management, LLC 4
Azzad Asset Management Inc /adv 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Summit Equities Inc 4
waypoint wealth counsel 4
Community Bank System, Inc. 4
Cobble Hill Financial Services, INC 4
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
Lonestar Capital Management LLC 4
Lansdowne Partners (uk) Llp 4
Lakewood Capital Management, Lp 4
JBF Capital, Inc. 4
683 Capital Management, LLC 4
Signator Financial Services, Inc. 4
Moab Capital Partners LLC 4
Axel Capital Management, LLC 4
Quadcap Wealth Management, LLC 4
Alerus Financial Na 4
Hutchin Hill Capital, LP 4
Sollinda Capital Management LLC 4
Capitolis Liquid Global Markets LLC 4
Highwater Wealth Management, LLC 4
Christopher J. Hasenberg, Inc 4
Fairview Capital Investment Management, Llc 4
Amida Capital Management II, LLC 4
Old Point Trust & Financial Services N A 4
Long Wharf Investors, Inc. 4
Levitt Capital Management LLC 4
Abich Financial Wealth Management LLC 4
Ehrlich Financial Group 4
Stratford Consulting, LLC 4
Essex Investment Management Co Llc 4
Rikoon Group, LLC 4
Apollon Financial, LLC 4
Burkett Financial Services, Llc 4
O'Brien Wealth Partners LLC 4
Connecticut Wealth Management, LLC 4
Linden Advisors Lp 4
RGT Wealth Advisors, LLC 4
Bnp Paribas 4
Jd Capital Management Llc 4
Noven Financial Group, Inc. 4
Putnam Investments Llc 4
Chiron Investment Management, LLC 4
Farmers & Merchants Trust Co of Chambersburg PA 4
Cnh Partners Llc 4
Peak6 Llc 4
Abbrea Capital, LLC 4
New Capital Management LP 4
MeadowBrook Investment Advisors LLC 4
Eagle Global Advisors Llc 4
Bare Financial Services, Inc 4
DiNuzzo Private Wealth, Inc. 4
Gilliland Jeter Wealth Management LLC 4
Wetzel Investment Advisors, Inc. 4
Rakuten Securities, Inc. 4
Private Client Services, Llc 4
Riverpoint Wealth Management Holdings, LLC 4
Saxony Capital Management, LLC 4
Greenwich Wealth Management LLC 4
1st Global Advisors, Inc. 4
Lucas Capital Management 4
Pacific Financial Group Inc 4
Capital Management Associates, Inc 4
Periscope Capital Inc. 4
Arvest Investments, Inc. 4
Maven Securities LTD 4
Cedrus LLC 4
Towneley Capital Management, Inc / DE 4
Bcm Advisors, Llc 4
Bruce G. Allen Investments, LLC 4
Lone Pine Capital Llc 4
Sumitomo Mitsui Financial Group, Inc. 4
Moss Adams Wealth Advisors LLC 4
Lombard Odier Asset Management (USA) Corp 4
RB Capital Management, LLC 4
Narus Financial Partners, LLC 4
Holos Integrated Wealth LLC 4
Vestor Capital, Llc 4
W.G. Shaheen & Associates DBA Whitney & Co 4
Segment Wealth Management, LLC 4
Pictet Asset Management Holding SA 4
Millie Capital Management, Llc 4
Strategic Advocates LLC 4
Global X Management CO LLC 4
Peoples Bank/KS 4
Intrinsic Edge Capital Management LLC 4
Fernwood Investment Management, LLC 4
Cobblestone Asset Management LLC 4
Overland Advisors, LLC 4
Catawba Capital Management /va 4
Saiers Capital, LLC 4
Anderson Financial Strategies, LLC 4
Halpern Financial, Inc. 4
Infrastructure Capital Advisors, Llc 4
Winfield Associates, Inc. 4
Lincoln Capital Corp 4
Family Capital Trust Co 4
Portside Wealth Group, LLC 4
Heritage Trust Co 4
Stock Yards Bank & Trust Co 4
PenderFund Capital Management Ltd. 4
Myecfo, Llc 4
Meritage Portfolio Management 4
Paracle Advisors, LLC 4
Dimension Capital Management Llc 4
Financial Consulate, Inc 4
Spot Trading L.l.c. 4
Crescent Grove Advisors, LLC 4
McNamara Financial Services, Inc. 4
DORCHESTER WEALTH MANAGEMENT Co 4
Pendal Group Ltd 4
Summit X, LLC 4
Brown Shipley& Co Ltd 4
Amussen Hunsaker Associates Llc 4
Sumitomo Mitsui DS Asset Management Company, Ltd 4
Nilsine Partners, LLC 4
Donoghue Forlines LLC 4
Trutina Financial LLC 4
Cumberland Partners Ltd 4
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 4
Fifth Third Wealth Advisors LLC 4
CHURCHILL MANAGEMENT Corp 4
Valicenti Advisory Services Inc 4
Affiance Financial, LLC 4
Eton Park Capital Management, L.P. 4
First Financial Bank - Trust Division 4
Panoramic Investment Advisors, Llc 4
Townsend & Associates, Inc 4
Acrospire Investment Management LLC 4
Blue Fin Capital, Inc. 4
Berkshire Money Management, Inc. 4
Price Wealth Management, Inc. 4
Clarius Group, LLC 4
Liberty Capital Management, Inc. 4
Ruedi Wealth Management, Inc. 4
Compass Wealth Management LLC 4
Linden Thomas Advisory Services, LLC 4
Commonwealth Bank Of Australia 4
AMP Capital Investors Ltd 4
AlphaQ Advisors LLC 4
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 4
Weatherstone Capital Management 4
Callan Capital, LLC 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
Grey Fox Wealth Advisors, LLC 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
Oversea-Chinese Banking CORP Ltd 4
Sonoma Private Wealth LLC 4
BBT Capital Management, LLC 4
HITE Hedge Asset Management LLC 4
Jacobus Wealth Management, Inc. 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
Herr Investment Group LLC 4
Bedell Frazier Investment Counseling, LLC 4
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 4
Braver Wealth Management, LLC 4
Family Legacy Financial Solutions, LLC 4
Kades & Cheifetz LLC 4
Lodestar Private Asset Management Llc 4
Litman Gregory Asset Management LLC 4
Breakwater Capital Group 4
Icon Wealth Advisors, LLC 4
Trifecta Capital Advisors, LLC 4
Sentinus, LLC 4
Brewin Dolphin Wealth Management Ltd 4
Essential Planning, LLC. 4
Citizens Business Bank 4
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 4
Horizons Wealth Management 4
Triangle Securities Wealth Management 4
January Capital Advisors LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 4
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 4
Finer Wealth Management, Inc. 4
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 4
Spartan Fund Management Inc. 4
Cape Cod Five Cents Savings Bank 4
Defined Financial Planning LLC 4
Entruity Wealth, LLC 4
Jupiter Asset Management Ltd 4
Angeles Wealth Management, Llc 4
Templeton Global Income Fund 4
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 4
Stephen J. Garry & Associates, Llc 4
Highland Capital Management Fund Advisors, L.p. 4
Mechanics Financial Corp 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
Hazlett, Burt & Watson, Inc. 4
Farmers Trust Co 4
Braeside Investments, LLC 4
Trust For Advisor Solutions 4
EisnerAmper Wealth Management Corporate Benefits, LLC 4
Hourglass Capital, Llc 4
Twelve Points Wealth Management LLC 4
Scharf Investments, Llc 4
Penbrook Management LLC 4
Ctc Llc 4
Capital Advantage, Inc. 4
Vantage Financial Partners, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
Key Client Fiduciary Advisors, LLC 4
Ascent Group, LLC 4
Park National Corp /oh/ 4
Capasso Planning Partners LLC 4
Monroe Bank & Trust/mi 4
Rinkey Investments 4
Denver Wealth Management, Inc. 4
Canal Insurance CO 4
First Community Trust Na 4
ETF Store, Inc. 4
Agf Investments Inc. 4
Altfest L J & Co Inc 4
Girard Securities, Inc. 4
5th Street Advisors, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
Sinecera Capital, Llc 4
Sender Co & Partners, Inc. 4
Keystone Wealth Services, LLC 4
WMG Financial Advisors, LLC 4
Crow Point Partners, LLC 4
Gordian Capital Singapore Pte Ltd 4
Aldebaran Financial Inc. 4
Endowment Wealth Management, Inc. 4
Axiom Advisory, LLC 4
Krs Capital Management, Llc 4
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 4
Investment Advisory Group, LLC 4
CPR Investments Inc. 4
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 4
Montecito Bank & Trust 4
Trexquant Investment LP 4
Sonora Investment Management Group, LLC 4
Fcg Advisors, Llc 4
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 4
Joseph Group Capital Management 4
Guardian Capital Advisors Lp 4
Shore Point Advisors, LLC 4
Quantum Capital Management, LLC / NJ 4
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 4
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 4
Ameliora Wealth Management Ltd. 4
Acadian Asset Management Llc 4
Stegent Equity Advisors, Inc. 4
Dividend Asset Capital, Llc 4
Graney & King, LLC 4
Alamea Verwaltungs GmbH 4
Zimmermann Investment Management & Planning Llc 4
Kathleen S. Wright Associates Inc. 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
Guardian Partners Inc. 4
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 4
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 4
Maxi Investments CY Ltd 4
Reuter James Wealth Management, Llc 4
Underlying Funds Trust 4
Melone Private Wealth, LLC 4
Retirement Income Solutions, Inc 4
PrairieView Partners, LLC 4
Fragasso Group Inc. 4
Naples Global Advisors, Llc 4
Sanctuary Wealth Management, L.L.C. 4
Virginia Wealth Management Group, Inc. 4
Clear Street Llc 4
North Forty Two & Co. 4
Jain Global LLC 4
Paladin Advisory Group, LLC 4
Lake Hills Wealth Management, LLC 4
Gryphon Financial Partners LLC 4
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 4
Belmont Global Advisors, Inc. 4
Badgley Phelps Wealth Managers, LLC 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Atala Financial Inc 4
Williams Jones & Associates LLC 4
Capital Group Private Client Services, Inc. 4
Miller Financial Services LLC 4
Santori & Peters, Inc. 4
Addison Capital Co 4
Capital Wealth Management, Llc 4
Midwest Professional Planners, LTD. 4
Poehling Capital Management, LLC 4
Eubel Brady & Suttman Asset Management Inc 4
Parisi Gray Wealth Management 4
Clare Market Investments LLC 4
Rand Wealth, Llc 4
Icon Wealth Partners, LLC 4
Botty Investors LLC 4
ARS Wealth Advisors Group, LLC 4
Threadgill Financial, Llc 4
McElhenny Sheffield Capital Management, LLC 4
SCP Investment, LP 4
Truewealth Llc 4
Whalerock Point Partners, Llc 4
Blackhawk Capital Partners LLC. 4
Zurcher Kantonalbank (Zurich Cantonalbank) 4
Fluent Financial, LLC 4
Gradient Capital Advisors, LLC 4
Emerald Mutual Fund Advisers Trust 4
Rialto Wealth Management, LLC 4
PDS Planning, Inc 4
Parsec Financial Management, Inc. 4
Foster Dykema Cabot & Co Inc/ma 4
Eisler Capital (UK) Ltd. 4
Nissay Asset Management Corp /japan/ /adv 4
Summit Capital Management Llc 4
Lcnb Corp 4
G&S Capital LLC 4
All Season Financial Advisors, Inc. 4
B. Riley Financial, Inc. 4
Zions Bancorporation 4
Bank of New Hampshire 4
BankPlus Trust Department 4
Keystone Global Partners, LLC 4
Kendall Capital Management 4
Harvest Capital Management Inc 4
MBA Advisors LLC 4
Investment Management Corp /va/ /adv 4
Weatherly Asset Management L. P. 4
Hallmark Capital Management Inc 4
Palumbo Wealth Management LLC 4
Shufro Rose & Co Llc 4
Centricity Wealth Management, LLC 4
Lord & Richards Wealth Management, LLC 4
Stringer Asset Management, Llc 4
Friedenthal Financial 4
Iron Financial, LLC 4
Burleson & Company, LLC 4
Harvest Group Wealth Management, Llc 4
TigerOak Management, L.L.C. 4
Capital Advisors Wealth Management, LLC 4
Willis Johnson & Associates, Inc. 4
Guardian Point Capital, Lp 4
IronBridge Private Wealth, LLC 4
KC Investment Advisors, LLC 4
Patron Partners Advisors, Llc 4
Bennicas & Associates, Inc. 4
Geier Asset Management, Inc. 4
Sage Private Wealth Group, Llc 4
Altium Wealth Management LLC 4
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 4
Minichmacgregor Wealth Management, Llc 4
Blueprint Financial Advisors LLC 4
Sagil Capital Llp 4
Bridgewater Associates, LP 4
Brand Asset Management Group, Inc. 4
Orion Capital Management LLC 4
Fund Evaluation Group, LLC 4
Financial Life Planners 4
Oregon Pacific Wealth Management, LLC 4
Paul R. Ried Financial Group, LLC 4
Cozad Asset Management Inc 4
Cambridge Associates Llc /ma/ /adv 4
LFA - Lugano Financial Advisors SA 4
Klingenstein Fields & Co Lp 4
Old Port Advisors 4
1st Source Bank 4
United Capital Management of KS, Inc. 4
Crestone Asset Management LLC 4
Asset Advisors Investment Management, LLC 4
Freedman Financial Associates, Inc. 4
Benchmark Financial Wealth Advisors, LLC 4
Ciovacco Capital Management LLC 4
BTC Capital Management, Inc. 4
Onyx Bridge Wealth Group LLC 4
Investment Partners Asset Management, Inc. 4
Kelly Lawrence W & Associates Inc/ca 4
Richard Bernstein Advisors LLC 4
Swmg, Llc 4
Strategic Wealth Management Group, LLC 4
Employees Retirement System of Texas 4
Kynikos Associates LP 4
Putney Financial Group LLC 4
CoreFirst Bank & Trust 4
Financial Strategy Network, LLC 4
Private Bank & Trust Co 4
True Link Financial Advisors, LLC 4
Lee Danner & Bass Inc 4
Madison Wealth Partners, Inc 4
GABELLI & Co INVESTMENT ADVISERS, INC. 4
Brooks, Moore & Associates, Inc. 4
Summit Financial Strategies, Inc. 4
Econ Financial Services Corp 4
Sandbox Financial Partners, LLC 4
Cathy Pareto & Associates, Inc 4
Old North State Trust, LLC 4
Oak Family Advisors, Llc 4
Ulysses Management LLC 4
Envision Financial LLC 4
Insight Wealth Strategies, LLC 4
Sargent Investment Group, LLC 4
Keystone Financial Planning, Inc. 4
Filament LLC 4
Florida Financial Advisors, Llc 4
Canada Pension Plan Investment Board 4
Strategic Investment Management, Llc 4
Garnet Equity Capital Holdings, Inc. 4
Cary Street Partners Asset Management Llc 4
Collective Family Office Llc 4
CSat Investment Advisory, L.P. 4
Cadence Bank Na 4
PRW Wealth Management LLC 4
Abundance Wealth Counselors 4
Mma Asset Management Llc 4
Graybill Bartz & Assoc Ltd 4
Cambrian Capital Limited Partnership 4
Lehman & Derafelo Financial Resources LLC 4
LifeWealth Investments, LLC 4
Reliance Trust Co Of Delaware 4
Alta Wealth Advisors LLC 4
Voloridge Investment Management, Llc 4
San Luis Wealth Advisors LLC 4
Elios Financial Group Inc. 4
Everstar Asset Management, LLC 4
Rye Brook Capital LLC 4
Stableford Capital Ii Llc 4
Proactive Wealth Strategies LLC 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Novak Financial Planning, LLC 4
West Financial Advisors, LLC 4
Edge Capital Group, LLC 4
America First Investment Advisors, LLC 4
High Note Wealth, LLC 4
Clarfeld Financial Advisors, Llc 4
McCarthy Asset Management, Inc. 4
Avos Capital Management, LLC 4
Birchcreek Wealth Management, LLC 4
Total Wealth Planning & Management, Inc. 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Jessup Wealth Management, Inc 3
Aegis Financial Corp 3
Integrated Capital Management, Inc. 3
Moulton Wealth Management, Inc 3
Schneider Downs Wealth Management Advisors, LP 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
Silicon Hills Wealth Management, LLC 3
TCP Asset Management, LLC 3
Sumit Capital, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
West Family Investments, Inc. 3
Kfg Wealth Management, Llc 3
Glaxis Capital Management, LLC 3
Harber Asset Management Llc 3
Davidson Kempner Capital Management Lp 3
Retirement Financial Solutions, Llc 3
Napier Park Global Capital (US) LP 3
Weaver C. Barksdale & Associates, Inc. 3
M1 Capital Management LLC 3
Coordinated Financial Services, Inc./CO 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 3
Align Wealth Management, LLC 3
Winton Capital Group Ltd 3
Marathon Capital Management 3
JGP Wealth Management, LLC 3
Wealth Architects, LLC 3
MGO Private Wealth, LLC 3
Drw Securities, L.l.c. 3
Arkfeld Wealth Strategies, L.L.C. 3
LifePro Asset Management 3
Lee Capital Holdings LLC 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 3
Public Sector Pension Investment Board 3
TMD Wealth Management, LLC 3
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
Colony Family Offices, LLC 3
WJ Interests, LLC 3
Tradewinds, LLC. 3
Weitzel Financial Services, Inc. 3
Kondo Wealth Advisors, Inc. 3
Healthcare Value Capital, LLC 3
Tevis Investment Management 3
Warwick Investment Management, Inc. 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
Altus Capital Inc. 3
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 3
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 3
American Asset Management Inc. 3
Turner Investments, L.p. 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Telos Capital Management, Inc. 3
Alteri Wealth LLC 3
Cramer Rosenthal Mcglynn Llc 3
Obsidian Personal Planning Solutions LLC 3
Heritage Financial Services, LLC 3
Strs Ohio 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 3
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 3
Colonial River Wealth Management, LLC 3
Bbr Partners, Llc 3
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 3
Durante & Waters, Llc 3
MSVX - ETF Series Solutions - LHA Market State Alpha Seeker ETF 3
Financial Guidance Group, Inc. 3
CIBC Asset Management Inc 3
Round Rock Advisors, LLC 3
Whitebox Advisors Llc 3
Forward Management, LLC 3
KG&L Capital Management,LLC 3
Efficient Market Advisors, LLC 3
Sagespring Wealth Partners, Llc 3
Cowen Prime Services LLC 3
Highland Private Wealth Management 3
Permit Capital Advisors, LLC 3
Bahl & Gaynor Inc 3
4J Wealth Management LLC 3
Flagship Private Wealth, LLC 3
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 3
Mckinley Capital Management Llc /delaware 3
SS&H Financial Advisors, Inc. 3
Hexavest Inc. 3
Marex Group plc 3
Commons Capital, Llc 3
Alpha Square Group S, LLC 3
PICTET BANK & TRUST Ltd 3
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 3
Blue Chip Partners, Inc. 3
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
Ontario Teachers Pension Plan Board 3
Caliber Wealth Management, LLC / KS 3
Washington Growth Strategies Llc 3
Wealth Dimensions Group, Ltd. 3
Trust Co Of Virginia /va 3
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
BKA Wealth Consulting, Inc. 3
ProShare Advisors LLC 3
Sterling Investment Counsel, LLC 3
Atom Investors LP 3
Paladin Wealth, LLC 3
Paragon Private Wealth Management, LLC 3
Objective Capital Management, LLC 3
Walker Asset Management, LLC 3
Bernard Wealth Management Corp. 3
Capstone Wealth Management Group, Llc 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
WorthPointe, LLC 3
Montz Harcus Wealth Management LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 3
Westfield Capital Management Co Lp 3
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
OneAscent Wealth Management LLC 3
Graticule Asia Macro Advisors LLC 3
Strive Asset Management, LLC 3
LVZ Advisors, Inc. 3
Fort Washington Investment Advisors Inc /oh/ 3
Source Financial Advisors LLC 3
Security Financial Services, INC. 3
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
Investors Financial Group, LLC 3
Ashton Thomas Securities, Llc 3
jvl associates llc 3
Sassicaia Capital Advisers Llc 3
Polymer Capital Management (US) LLC 3
F/M Investments LLC 3
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 3
Round Table Investment Management Company, Lp 3
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 3
Cypress Point Wealth Management, LLC 3
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 3
Kerrisdale Advisers, LLC 3
Bullseye Investment Management, LLC 3
Byrne Asset Management LLC 3
Alaska Permanent Fund Corp 3
Folger Hill Asset Management LP 3
Vance Wealth, Inc. 3
LWM Advisory Services, LLC 3
Forbes Financial Planning, Inc. 3
Sunbeam Capital Management, LLC 3
Concorde Financial Corp 3
EDGH - Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF 3
Mjp Associates Inc /adv 3
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 3
Hollow Brook Wealth Management LLC 3
Beck Bode, LLC 3
Autumn Glory Partners, LLC 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 3
Berkley W R Corp 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 3
Certior Financial Group, Llc 3
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 3
Southport Management, L.l.c. 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
Novare Capital Management Llc 3
Covalent Partners LLC 3
Graham Capital Wealth Management, Llc 3
Carl Stuart Investment Advisor, Inc 3
Wealthspan Partners, Llc 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
Intelligent Financial Strategies 3
Laurion Capital Management LP 3
Gamble Jones Investment Counsel 3
WJ Wealth Management, LLC 3
Plimoth Trust Co Llc 3
State of New Jersey Common Pension Fund D 3
Spark Investment Management LLC 3
Tilia Fiduciary Partners, Inc. 3
First Washington CORP 3
Redmont Wealth Advisors Llc 3
Charles Schwab Trust Co 3
Greenwood Gearhart Inc 3
Northeast Investment Management 3
West Coast Financial LLC 3
Castleark Management Llc 3
Aaron Wealth Advisors LLC 3
Plum Street Advisors, LLC 3
Global Strategic Management Inc 3
CFO4Life, L.P. 3
Asset Advisors Corp 3
Provenance Wealth Advisors, LLC 3
Stonebridge Financial Planning Group, LLC 3
Analytic Investors, LLC 3
Thrive Wealth Management, LLC 3
Blue Square Asset Management, Llc 3
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 3
Broadway Wealth Solutions, Inc. 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
Mmbg Investment Advisors Co. 3
Intrepid Family Office Llc 3
Aviso Financial Inc. 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
Tatro Capital, LLC 3
Bolton Lp 3
Capital City Trust Co/fl 3
TB Alternative Assets Ltd. 3
Simply Money Advisors 3
Landsberg, Bennett, & Dubbaneh LLC 3
Allie Family Office LLC 3
Manhattan West Asset Management, LLC 3
Pnc Funds 3
Legacy Wealth Partners, Inc. 3
Dohj, Llc 3
Financial Connections Group, Inc. 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
MKT Advisors LLC 3
Clarus Group, Inc. 3
Hemington Wealth Management 3
Outlook Wealth Advisors, LLC 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
McGowan Group Asset Management, Inc. 3
Afg Fiduciary Services Limited Partnership 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 3
Stokes Family Office, LLC 3
Pinnacle Financial Group, LLC / IL 3
Del Mar Asset Management, LP 3
Bordeaux Wealth Advisors LLC 3
Green Harvest Asset Management LLC 3
Consultiva Wealth Management, Corp. 3
Lesa Sroufe & Co 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
Serengeti Asset Management LP 3
Fagan Associates, Inc. 3
Giverny Capital Inc. 3
AMJ Financial Wealth Management 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Seldon Capital Lp 3
BCK Partners, Inc. 3
Valley Forge Investment Consultants Inc Adv 3
Alethea Capital Management, Llc 3
Nauset Wealth Management. LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
Sterling Manor Financial, LLC 3
Cardinal Point Wealth Management Partners, LLC 3
Bollard Group LLC 3
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 3
Mv Capital Management, Inc. 3
Jackson Wealth Management, LLC 3
Kellett Schaffner Wealth Advisors LLC 3
Red Tortoise LLC 3
Chesley Taft & Associates LLC 3
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 3
Sand Hill Global Advisors, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
CarsonAllaria Wealth Management, Ltd. 3
Valtinson Bruner Financial Planning LLC 3
Deltec Asset Management Llc 3
Strategy Asset Managers Llc 3
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 3
TruNorth Capital Management, LLC 3
FRG Family Wealth Advisors LLC 3
Evolution Advisers, Inc. 3
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 3
New Perspectives, Inc 3
Wills Financial Group, Inc. 3
Aquire Wealth Advisors, LLC 3
Caprin Asset Management Llc /adv 3
City Of London Investment Management Co Ltd 3
State of Wyoming 3
Bright Futures Wealth Management, LLC. 3
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 3
Agf Management Ltd 3
Cheyne Capital Management (UK) LLP 3
Mine & Arao Wealth Creation & Management, LLC. 3
Teachers Advisors, Llc 3
NEIRG Wealth Management, LLC 3
Huntleigh Advisors, Inc. 3
Capital Market Strategies LLC 3
Bar Harbor Trust Services 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
Connective Portfolio Management, LLC 3
WealthCare Investment Partners, LLC 3
Holloway Wealth Management, LLC 3
Adams Wealth Management 3
Lane Generational LLC 3
Wealth Alliance 3
Sweet Financial Partners, LLC 3
Vista Finance, Llc 3
PhaseCapital LP 3
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 3
United Income, Inc. 3
Rotella Capital Management, Inc. 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Accredited Investor Services, Llc 3
Jolley Asset Management, LLC 3
Scissortail Wealth Management, LLC 3
Bayshore Asset Management, Llc 3
Franklin Street Advisors Inc /nc 3
CWC Advisors, LLC. 3
Phraction Management LLC 3
Crowley Wealth Management, Inc. 3
Ahl Investment Management, Inc. 3
Naviter Wealth, LLC 3
Perfromance Wealth Partners, LLC 3
Black Maple Capital Management LP 3
Anson Capital, Inc. 3
Goodman Advisory Group, LLC 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
Keystone Financial Services 3
Mills Wealth Advisors LLC 3
Vestcor Inc 3
Mosaic Financial Partners, Inc. 3
Cherrydale Wealth Management, Llc 3
Hochman Cole Investment Advisors, Inc. 3
Legacy Capital Wealth Partners, LLC 3
Peterson Financial Group, Inc. 3
Carmel Capital Partners, LLC 3
DMG Group, LLC 3
Okabena Investment Services Inc 3
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
Physicians Financial Services, Inc. 3
Brio Consultants, LLC 3
Kimelman & Baird, LLC 3
Investor's Fiduciary Advisor Network, LLC 3
Moody National Bank Trust Division 3
Grandview Asset Management LLC 3
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 3
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 3
Forbes J M & Co Llp 3
Financially Speaking Inc 3
Voya Investment Management Llc 3
DGS Capital Management, LLC 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
Marcum Wealth, LLC 3
Bainco International Investors 3
1 North Wealth Services Llc 3
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 3
Integral Investment Advisors, Inc. 3
Blue Zone Wealth Advisors, LLC 3
Schnieders Capital Management Llc 3
Element Pointe Advisors, Llc 3
Andrew Hill Investment Advisors, Inc. 3
S.C. Financial Services, Inc. 3
One Day In July LLC 3
Texas Capital Bank Wealth Management Services Inc 3
Cassaday & Co Inc. 3
Tdam Usa Inc. 3
Boston Family Office Llc 3
Luminus Management Llc 3
Marketocracy Funds 3
Beutel, Goodman & Co Ltd. 3
Sterling Investment Advisors Llc /adv 3
Aberdeen Wealth Management LLC 3
Tcw Group Inc 3
Fortis Capital Management LLC 3
Camden Asset Management L P /ca 3
Excalibur Management Corp 3
Sound Financial Strategies Group, LLC 3
Valiant Capital Management, L.P. 3
Ardent Capital Management, Inc. 3
Petix & Botte Co 3
Salient Private Client, Llc 3
TKG Advisors, LLC 3
Dopkins Wealth Management, Llc 3
Carrera Capital Advisors 3
Tiaa Cref Investment Management Llc 3
Sage Rhino Capital Llc 3
Planned Solutions, Inc. 3
Quilter Plc 3
VSM Wealth Advisory, LLC 3
Running Point Capital Advisors, LLC 3
Davis R M Inc 3
Buckley Wealth Management, LLC 3
Orrell Capital Management Inc 3
White Knight Strategic Wealth Advisors, LLC 3
Beech Hill Advisors, Inc. 3
Jackson Creek Investment Advisors LLC 3
Quantbot Technologies LP 3
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 3
Boys Arnold & Co Inc 3
Mizuho Asset Management Co.,Ltd. 3
Greystone Financial Group, LLC 3
Lebenthal Global Advisors, LLC 3
Nikulski Financial, Inc. 3
Tnf Llc 3
Entrewealth, Llc 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
JB Capital LLC 3
Symons Capital Management Inc 3
ClariVest Asset Management LLC 3
QUANTRES ASSET MANAGEMENT Ltd 3
State of New Jersey Common Pension Fund E 3
STFBX - Advisers Investment Trust - State Farm Balanced Fund 3
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 3
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 3
Gemsstock Ltd. 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Aspetuck Financial Management LLC 3
Mengis Capital Management, Inc. 3
Taylor Hoffman Wealth Management 3
Eldridge Investment Advisors, Inc. 3
Phocas Financial Corp. 3
Thrive Capital Management, LLC 3
Candriam Luxembourg S.C.A. 3
Chesapeake Asset Management Llc 3
Armor Advisors, L.l.c. 3
Axa Financial Inc 3
Greykasell Wealth Strategies, Inc. 3
Stenahm Asset Managment Ltd 3
Studio Investment Management Llc 3
Sphinx Trading, Lp 3
Ramiah Investment Group 3
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A 3
High Pointe Capital Management Llc 3
Windmill Hill Asset Management Ltd 3
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 3
MorganRosel Wealth Management, LLC 3
Osbon Capital Management Llc 3
Mitchell Sinkler & Starr/pa 3
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
Kercheville Advisors, LLC 3
Pines Wealth Management, LLC 3
Great Lakes Advisors, Llc 3
Westmount Partners, LLC 3
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 3
Patton Fund Management, Inc. 3
TFC Financial Management 3
Centerstone Investors, LLC 3
Iridian Asset Management Llc/ct 3
Talon Private Wealth, LLC 3
Amara Financial, Llc. 3
Clear Investment Research, Llc 3
Family Firm, Inc. 3
Enterprise Trust & Investment Co 3
Verus Financial Partners, Inc. 3
Bank OZK 3
Aevitas Wealth Management, Inc. 3
BW Gestao de Investimentos Ltda. 3
Monterey Private Wealth, Inc. 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
Prince Street Capital Management LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Hamilton Capital, LLC 3
Engineers Gate Manager LP 3
Farr Miller & Washington Llc/dc 3
Centenus Global Management, Lp 3
Hohimer Wealth Management, Llc 3
GAM Holding AG 3
Valley Forge Asset Management, Llc 3
Full Sail Capital, LLC 3
GPARX - GPS Funds II - GuidePath(R) Absolute Return Allocation Fund Service Shares 3
Capstone Triton Financial Group, LLC 3
Axis Wealth Partners, LLC 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
Silverleafe Capital Partners, LLC 3
Paradigm Financial Partners, Llc 3
D L Carlson Investment Group Inc 3
Cordant, Inc. 3
Cinctive Capital Management LP 3
Kieckhefer Group Llc 3
DiMeo Schneider & Associates, L.L.C. 3
Red Cedar Capital, LLC 3
Allegiant Private Advisors, LLC 3
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 3
Mirabella Financial Services Llp 3
Strategic Capital Advisers, Inc. 3
Cottage Street Advisors LLC 3
Peak Financial Advisors Llc 3
Baymount Management LP 3
Budros, Ruhlin & Roe, Inc. 3
FSA Wealth Management LLC 3
Wells Financial Advisors INC 3
Dark Forest Capital Management Lp 3
Grand Central Investment Group 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 3
Compass Wealth Management, LLC/GA 3
Constellation Wealth Advisors, LLC 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
Rampart Investment Management Company, LLC 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
TrinityPoint Wealth, LLC 3
Wealth Enhancement & Preservation of GA, LLC 3
Numeric Investors Llc 3
Engrave Wealth Partners LLC 3
Insight Wealth Partners, LLC 3
Newport Wealth Strategies, Inc. 3
Greylin Investment Mangement Inc 3
Beckerman Institutional, LLC 3
Seizert Capital Partners, Llc 3
Bravias Capital Group, LLC 3
American Institute for Advanced Investment Management, LLP 3
Kanawha Capital Management Llc 3
Wellesley Investment Partners, LLC 3
Old Dominion Capital Management Inc 3
Independent Solutions Wealth Management, LLC 3
Pfs Investments Inc. 3
Divergent Wealth Advisors, Llc 3
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 3
Wilmar Advisors LLC 3
Purkiss Capital Advisors LLC 3
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 3
SWS Partners 3
William Harris Investors Inc 3
Weil Company, Inc. 3
APCM Wealth Management for Individuals 3
Fortress Financial Group, Llc 3
Banco de Sabadell, S.A 3
WealthTrust Asset Management, LLC 3
Fullcircle Wealth Llc 3
GlobalBridge, Inc. 3
Jag Capital Management, Llc 3
ARS Investment Partners, LLC 3
Mainstream Capital Management LLC 3
Shikiar Asset Management Inc 3
Rps Advisory Solutions Llc 3
Sycale Advisors (NY) LLC 3
Ascent Wealth Partners, LLC 3
Ifrah Financial Services, Inc. 3
Cardinal Point Wealth Management LLC 3
North Capital, Inc. 3
Marco Investment Management Llc 3
Entrustpermal Partners Offshore Lp 3
Wescott Financial Advisory Group, LLC 3
Ndwm Llc 3
Northeast Financial Consultants Inc 3
Avalon Advisors, Llc 3
Midwest Capital Advisors, LLC 3
Winthrop Capital Management, LLC 3
Bulldog Investors, LLP 3
Northside Capital Management, LLC 3
Quest Partners LLC 3
Doheny Asset Management /ca 3
Kiely Wealth Advisory Group, Inc. 3
Stablepoint Partners, LLC 3
Semper Augustus Investments Group Llc 3
Excelsia, Inc. 3
Harmony Asset Management Llc 3
Mezzasalma Advisors, LLC 3
Evergreen Private Wealth LLC 3
First Business Financial Services, Inc. 3
Quotient Wealth Partners, LLC 3
Radnor Capital Management, LLC 3
Rainier Group Investment Advisory LLC 3
Sicart Associates LLC 3
BlackRock Japan Co. Ltd 3
Portfolio Design Labs, LLC 3
First Commonwealth Financial Corp /pa/ 3
Symphony Financial, Ltd. Co. 3
Triton Wealth Management, PLLC 3
Pineno Levin & Ford Asset Management, Inc. 3
Emery Howard Portfolio Management, Inc. 3
Smith Chas P & Associates Pa Cpas 3
Davidson Investment Advisors 3
Roundview Capital LLC 3
Pvg Asset Management Corp 3
Brick & Kyle, Associates 3
Pingora Partners LLC 3
Zurich Insurance Group Ltd/FI 3
New Potomac Partners, LLC 3
Catalytic Wealth RIA, LLC 3
Tmd & Associates, Inc 3
HMS Capital Management, LLC 3
Tectonic Advisors Llc 3
Deprince Race & Zollo Inc 3
WP Advisors, LLC 3
Gimbal Financial 3
HTLF Bank 3
Nisa Investment Advisors, Llc 3
Cooperatieve Rabobank U.A. 3
Belvedere Advisors Llc 3
First Mercantile Trust Co 3
Tyche Wealth Partners LLC 3
Stuart Chaussee & Associates, Inc. 3
Accretive Wealth Partners, LLC 3
H&H Retirement Design & Management INC 3
Orrstown Financial Services Inc 3
Hansen & Associates Financial Group, Inc. 3
Philip James Wealth Mangement, LLC 3
UNIVEST FINANCIAL Corp 3
Wallington Asset Management, LLC 3
Crestline Management, LP 3
FFG Partners, LLC 3
Wiser Advisor Group LLC 3
Priebe Wealth Holdings LLC 3
Marietta Wealth Management, LLC 3
Kessler Investment Group, LLC 3
Argyle Capital Partners, LLC 3
Detwiler Fenton Investment Management LLC 3
Covenant Asset Management, LLC 3
Godsey & Gibb Associates 3
Badgley Phelps & Bell Inc 3
Chris Bulman Inc 3
Benchmark Capital Advisors 3
California Public Employees Retirement System 3
Tairen Capital Ltd 3
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 3
Wbh Advisory Inc 3
Lyell Wealth Management, Lp 3
Visionary Horizons, LLC 3
Steward Partners Investment Solutions, Llc 3
Maplelane Capital, Llc 3
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 3
ArrowMark Colorado Holdings LLC 3
Monetary Management Group Inc 3
Charter Trust Co 3
Tiemann Investment Advisors, Llc 3
Palisade Asset Management, LLC 3
Cape Ann Savings Bank 3
aeris Capital Holding GmbH 3
Valued Wealth Advisors LLC 3
Bard Associates Inc 3
Quad Capital Management Advisors LLC 3
Hartree Partners, LP 3
Fullerton Fund Management Co Ltd 3
White Pine Capital Llc 3
HighPoint Advisor Group LLC 3
Appleton Partners Inc/ma 3
Mason Investment Advisory Services, Inc. 3
Messner & Smith Theme Value Investment Management Ltd /ca/ 3
Compass Capital Corp /ma/ /adv 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Kornitzer Capital Management Inc /ks 3
Lowe Brockenbrough & Co Inc 3
Austin Wealth Management, LLC 3
SMI Advisory Services, LLC 3
Jabodon Pt Co 3
Aviva Plc 3
Allen Mooney & Barnes Investment Advisors LLC 3
Point72 Europe (London) LLP 3
Muzinich & Co., Inc. 3
Camden National Bank 3
Coco Enterprises, LLC 3
Sculptor Capital LP 3
Wilmington Trust, National Association 3
Goodwin Daniel L 3
Dimensional Fund Advisors Lp 3
Orca Investment Management, LLC 3
Hatton Consulting, Inc. 3
Bridgewater Advisors Inc. 3
Destiny Capital Securities Corporation 3
Wolf Group Capital Advisors 3
Brown Financial Advisors 3
Olympus Wealth Management, Llc 3
NAVFX - Starboard Investment Trust - The Sector Rotation Fund No Load Shares 3
Shanda Payment Holdings Ltd. 3
Alaethes Wealth LLC 3
LOM Asset Management Ltd 3
Syon Capital Llc 3
Regis Management CO LLC 3
Cannon Financial Strategists, Inc. 3
Sound Stewardship, LLC 3
Day & Ennis, LLC 3
Wall Street Access Asset Management, LLC 3
Formula Growth Ltd 3
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 3
Morningstar Investment Services LLC 3
Catalyst Private Wealth, Llc 3
Farmers National Bank 3
MEMBERS Trust Co 3
Ion Asset Management Ltd. 3
Coronation Fund Managers Ltd. 3
Emerald Acquisition Ltd. 3
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 3
Bridgeworth, LLC 3
Gibson Capital, LLC 3
Key Bridge Compliance, LLC 3
Columbia River Financial Group, LLC 3
Adams Hall Wealth Advisors, LLC 3
Navellier & Associates Inc 3
Aristeia Capital Llc 3
Cura Wealth Advisors, Llc 3
Crew Capital Management, Ltd. 3
Greatmark Investment Partners, Inc. 3
KKM Financial LLC 3
Nordea Investment Management Ab 3
Websterrogers Financial Advisors, Llc 3
Dock Street Asset Management Inc 3
Capula Management Ltd 3
NINE MASTS CAPITAL Ltd 3
Piper Sandler & Co. 3
Wsfs Capital Management, Llc 3
CGC Financial Services, LLC 3
Farringdon Capital, Ltd. 3
Sanibel Captiva Trust Company, Inc. 3
Df Dent & Co Inc 3
AIFG Consultants Ltd. 3
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 3
Precision Wealth Strategies, LLC 3
Vermillion Asset Management LLC 3
Aureus Asset Management, LLC 3
Baltimore Capital Management, Inc 3
Morse Asset Management, Inc 3
S&co Inc 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
Family Legacy, Inc. 3
Legal & General Group Plc 3
Northstar Wealth Partners LLC 3
Commonwealth Financial Services, LLC 3
Secured Retirement Advisors, Llc 3
Burford Brothers, Inc. 3
Ssi Investment Management Llc 3
Knights of Columbus Asset Advisors LLC 3
Qs Batterymarch Financial Management, Inc 3
Gibbs Wealth Management 3
Osborne Partners Capital Management, Llc 3
KWB Wealth 3
Inr Advisory Services Llc 3
EA Series Trust 3
Piscataqua Savings Bank 3
Lazari Capital Management, Inc. 3
Yakira Capital Management, Inc. 3
Capital Management Associates /ny/ 3
Barings Llc 3
Fairman Group, LLC 3
Wisconsin Capital Management Llc 3
Nelson Capital Management, LLC 3
Sabal Trust CO 3
Columbia Capital Llc 3
Mason Hill Advisors Llc 3
Capital Planning Advisors, LLC 3
First Financial Equity Corporation 3
Littlejohn Financial Services, Inc. 3
Strategies Wealth Advisors, LLC 3
Franklin, Parlapiano, Turner & Welch, LLC 3
Watermark Asset Management, Inc. 3
Aua Capital Management, Llc 3
Blankinship & Foster, LLC 3
Cardinal Point Capital Management, ULC 3
Northwestern Mutual Life Insurance Co 3
Glacier Peak Capital LLC 3
Conning Inc. 3
Aristides Capital LLC 3
Fox Hill Wealth Management 3
Summit Financial Group, Inc. 3
Hanseatic Management Services Inc 3
Abacus Wealth Partners, LLC 3
Argentiere Capital Ag 3
Foguth Wealth Management, LLC. 3
Accredited Investors Inc. 3
Fortress Private Ledger, Llc 3
Titleist Asset Management, Llc 3
Carlson Capital Management 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
Paces Ferry Wealth Advisors, Llc 3
Mackay Shields Llc 3
Oppenheimer Funds Inc 3
Brigade Capital Management, Lp 3
PDT Partners, LLC 3
J.Safra Asset Management Corp 3
Duff & Phelps Investment Management Co 3
Passport Capital, LLC 3
Legacy Wealth Asset Management, LLC 3
Catalina Capital Group, LLC 3
Western Asset Management Company, LLC 3
Senator Investment Group LP 3
Ferris Capital, Llc 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Leigh Baldwin & Co., Llc 3
Wellington Shields & Co., LLC 3
Rinet Co LLC 3
Ackerman Capital Advisors, LLC 3
Brandywine Global Investment Management, LLC 3
Baldrige Asset Management LLC 3
Stearns Financial Services Group 3
Berkeley, Inc 3
Autus Asset Management, LLC 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
Baron Silver Stevens Financial Advisors, Llc 3
Resolute Wealth Strategies, LLC 3
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 3
Channel Wealth Llc 3
Gallagher Fiduciary Advisors, LLC 3
Crossmark Global Holdings, Inc. 3
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 3
Yorktown Management & Research Co Inc 3
Willingdon Wealth Management 3
Kentucky Trust Co 3
PVCMX - Series Portfolios Trust - Palm Valley Capital Fund Investor Class 3
Christensen, King & Associates Investment Services, Inc. 3
Turim 21 Investimentos Ltda. 3
Financial Designs Corp 3
Diversify Wealth Management, Llc 3
Wbi Investments, Inc. 3
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
Empire Financial Management Company, LLC 3
Norris Perne & French Llp/mi 3
Midwest Financial Group LLC 3
Chemung Canal Trust Co 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
Harvest Volatility Management Llc 3
Lodestar Investment Counsel Llc/il 3
Schmidt P J Investment Management Inc 3
Sawyer & Company, Inc 3
NovaPoint Capital, LLC 3
KCS Wealth Advisory 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
Werba Rubin Papier Wealth Management 3
Leading Edge Financial Planning LLC 3
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 3
Amarillo National Bank 3
Lakewood Asset Management LLC 3
Peachtree Investment Advisors, Inc. 3
First Merchants Corp 3
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 3
Bbjs Financial Advisors, Llc 3
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3
Total Wealth Planning, Llc 3
Seeds Investor Llc 3
Epstein & White Financial LLC 3
Portman Square Capital LLP 3
BostonPremier Wealth LLC 3
Capstone Wealth Management Group LLC 3
Macguire, Cheswick & Tuttle Investment Counsel Llc 3
Braun-Bostich & Associates Inc. 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES 3
Harbour Investment Management Llc 3
Azimuth Capital Management LLC 3
Lester Murray Antman dba SimplyRich 3
NN Investment Partners Holdings N.V. 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
Bks Advisors, Llc 3
Bensler, LLC 3
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 3
Gateway Advisory, LLC 3
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
Medici Capital Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 3
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 3
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 3
Perkins Coie Trust Co 3
CATOX - Starboard Investment Trust - Cavalier Tactical Rotation Fund Class C Shares 3
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 3
Blue Clay Capital Management, LLC 3
Bright Financial Advisors, Inc. 3
Bremer Trust National Association 3
Clough Capital Partners L P 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
Gould Asset Management Llc /ca/ 3
Credential Securities Inc. 3
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 3
Davis Investment Partners, LLC 3
First United Bank Trust/ 3
Requisite Capital Management, LLC 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
KM Capital Management Ltd. 3
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 3
Park Place Capital Corp 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
Mosaic Family Wealth Partners, Llc 3
Quarry LP 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
Merrion Investment Management Co, LLC 3
Dauntless Investment Group, LLC 3
Bickling Financial Services, Inc. 3
Carr Financial Group Corp 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
Cercano Management LLC 3
Tandem Financial, LLC 3
Delta Financial Group, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 3
Twin Lakes Capital Management, LLC 3
Tejara Capital Ltd 3
Boston Partners 3
Chilton Investment Co Llc 3
Centre Asset Management, LLC 3
Destiny Capital Corp/CO 3
Pictet Asset Management Sa 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
Diversified Enterprises, LLC 3
Cypress Wealth Advisors LLC 3
Edgemoor Investment Advisors, Inc. 3
Luxor Capital Group, LP 3
Dominick & Dominick LLC 3
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 3
Centaur Capital Partners, L.P. 3
Cornerstone Financial Partners, LLC 3
Future Financial Wealth Managment LLC 3
CPI - IndexIQ ETF Trust - IQ Real Return ETF 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
Waddell & Reed Financial Inc 3
Sensible Financial Planning & Management, LLC. 3
Morgens Waterfall Vintiadis & Co Inc 3
Compass Financial Group, INC/SD 3
Regimen Wealth, Llc 3
Tableaux Llc 3
Marshall & Sullivan Inc /wa/ 3
Kaydan Wealth Management, Inc. 3
Brendel Financial Advisors LLC 3
Forum Funds 3
Eidelman Virant Capital 3
Forza Wealth Management, LLC 3
DSG Capital Advisors, LLC 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
Mendota Financial Group, LLC 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
Centurion Wealth Management LLC 3
Centennial Wealth Advisory LLC 3
Brinton Eaton, Llc 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
Premier Financial Group 3
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
Price Capital Management, Inc. 3
CMC Financial Group 3
Corrado Advisors, Llc 3