Depository Institutions - Largest Owners in this Industry

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

Investor Number of Known Investments
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 1739
UBS Group AG 1622
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 1586
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 1583
Proequities, Inc. 1528
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 1515
Morgan Stanley 1510
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 1473
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 1465
Royal Bank Of Canada 1456
Susquehanna International Group, Llp 1447
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 1428
Bank Of America Corp /de/ 1419
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 1416
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 1414
Citadel Advisors Llc 1397
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 1394
Jane Street Group, Llc 1359
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 1340
Wells Fargo & Company/mn 1337
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 1277
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 1275
Advisor Group Holdings, Inc. 1263
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 1244
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 1232
Jpmorgan Chase & Co 1211
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 1177
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 1175
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 1173
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 1165
Goldman Sachs Group Inc 1128
Tower Research Capital LLC (TRC) 1124
Fmr Llc 1112
Pnc Financial Services Group, Inc. 1094
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 1092
IFP Advisors, Inc 1083
LPL Financial LLC 1076
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 1054
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 1041
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 1029
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 1018
Citigroup Inc 1013
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 1001
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 991
Bank Of Montreal /can/ 983
BlackRock, Inc. 977
Envestnet Asset Management Inc 961
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 956
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 955
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 950
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 944
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 940
Cwm, Llc 935
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 926
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 924
Deutsche Bank Ag\ 914
Ladenburg Thalmann Financial Services Inc 912
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 905
Ameriprise Financial Inc 904
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 901
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 900
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 893
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 890
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 874
Commonwealth Equity Services, Llc 871
Raymond James Financial Inc 862
Barclays Plc 861
Stifel Financial Corp 860
Raymond James Financial Services Advisors, Inc. 851
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 848
Northwestern Mutual Wealth Management Co 847
Cambridge Investment Research Advisors, Inc. 843
Advisor Group, Inc. 841
Creative Planning 828
Us Bancorp \de\ 828
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 824
Raymond James & Associates 820
Steward Partners Investment Advisory, Llc 812
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 807
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 787
Bank of New York Mellon Corp 787
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 784
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 771
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 769
American International Group, Inc. 769
Six Circles Trust - Six Circles Global Bond Fund 768
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 766
Advisory Services Network, LLC 764
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 763
GWM Advisors LLC 763
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 756
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 756
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 751
Captrust Financial Advisors 749
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 744
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 736
Ubs Ag 731
Manufacturers Life Insurance Company, The 728
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 726
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 725
HighTower Advisors, LLC 717
Janney Montgomery Scott LLC 712
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 712
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 711
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 711
Renaissance Technologies Llc 703
Harbour Investments, Inc. 701
Allworth Financial LP 698
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 691
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 691
Private Advisor Group, LLC 689
Northern Trust Corp 689
Old Mission Capital Llc 686
Comerica Bank 682
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 680
SG Americas Securities, LLC 673
Farther Finance Advisors, LLC 671
Cetera Investment Advisers 669
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 662
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 662
Cetera Advisor Networks LLC 662
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 660
Millennium Management Llc 660
Vanguard Group Inc 658
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 657
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 656
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 655
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 655
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 651
Bnp Paribas Arbitrage, Sa 648
Alliancebernstein L.p. 646
Global Retirement Partners, LLC 646
Geneos Wealth Management Inc. 643
Invesco Ltd. 641
Hrt Financial Lp 639
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 635
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 629
Truist Financial Corp 628
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 628
Credit Suisse Ag/ 627
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 625
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 624
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 620
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 620
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 619
Rockefeller Capital Management L.P. 617
MASTER BOND LLC - Master Total Return Portfolio 610
Kcg Holdings, Inc. 608
Parallax Volatility Advisers, L.P. 607
Geode Capital Management, Llc 607
Mariner, LLC 606
Kestra Advisory Services, LLC 604
Mml Investors Services, Llc 602
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 602
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 595
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 591
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 590
Virtu Financial LLC 587
Fifth Third Bancorp 584
Huntington National Bank 582
Flow Traders U.s. Llc 580
State Street Corp 580
Ameritas Investment Partners, Inc. 580
AE Wealth Management LLC 579
American Portfolios Advisors 578
Parallel Advisors, LLC 577
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 575
Dimensional Fund Advisors Lp 574
Stratos Wealth Partners, LTD. 574
Bessemer Group Inc 573
Sei Investments Co 567
NOBOX - Northern Funds - Northern Bond Index Fund 566
Assetmark, Inc 565
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 563
Principal Securities, Inc. 561
Qube Research & Technologies Ltd 560
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 559
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 552
Charles Schwab Investment Management Inc 551
Two Sigma Investments, Lp 546
Cetera Advisors LLC 546
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 545
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 545
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 542
NEXT Financial Group, Inc 542
MetLife Securities, Inc 541
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 539
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 537
Signaturefd, Llc 537
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 536
BlackRock Investment Management, LLC 534
Russell Investments Group, Ltd. 532
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 529
Simplex Trading, Llc 526
Wellington Management Group Llp 525
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 524
First Trust Advisors Lp 521
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 520
O'shaughnessy Asset Management, Llc 520
Thrivent Financial For Lutherans 519
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 518
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 517
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 515
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 514
New York State Common Retirement Fund 514
Rhumbline Advisers 510
Benjamin F. Edwards & Company, Inc. 509
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 508
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 508
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 507
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 505
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 502
Belpointe Asset Management LLC 502
EverSource Wealth Advisors, LLC 501
Acadian Asset Management Llc 501
BlackRock Fund Advisors 499
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 498
Jones Financial Companies Lllp 498
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 497
Parametric Portfolio Associates Llc 496
Panagora Asset Management Inc 494
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 494
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 493
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 493
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 492
Private Trust Co Na 492
California Public Employees Retirement System 492
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 491
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 490
California State Teachers Retirement System 489
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 489
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 489
Prelude Capital Management, Llc 489
CoreCap Advisors, LLC 489
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 488
Two Sigma Securities, Llc 487
Legal & General Group Plc 486
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 486
AdvisorNet Financial, Inc 485
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 485
Ameritas Advisory Services, LLC 484
Wealth Enhancement Advisory Services, Llc 483
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 481
Wolverine Trading, Llc 481
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 478
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 476
MAI Capital Management 476
Bridgeway Capital Management Inc 475
Money Concepts Capital Corp 475
Victory Capital Management Inc 475
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 475
Atria Investments Llc 473
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 472
Sowell Financial Services LLC 471
Spire Wealth Management 471
Orion Portfolio Solutions, LLC 470
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 469
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 467
Aqr Capital Management Llc 465
Avantax Advisory Services, Inc. 464
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 463
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 462
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 462
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 461
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 458
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 457
SRS Capital Advisors, Inc. 453
Maltese Capital Management Llc 453
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 451
Meeder Asset Management Inc 451
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 451
First Horizon Advisors, Inc. 449
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 448
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 446
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 446
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 445
Nuveen Asset Management, LLC 445
National Asset Management, Inc. 445
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 445
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 444
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 444
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 443
Larson Financial Group LLC 440
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 440
STFBX - Advisers Investment Trust - State Farm Balanced Fund 438
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 438
Marshall Wace, Llp 438
Two Sigma Advisers, Lp 437
Federated Hermes, Inc. 437
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 435
Glenmede Trust Co Na 435
D.a. Davidson & Co. 435
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 434
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 434
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 434
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 433
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 433
Vanguard Index Funds 432
CIBC Private Wealth Group, LLC 431
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 430
BlackRock Institutional Trust Company, N.A. 429
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 427
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 427
Strs Ohio 426
Atria Wealth Solutions, Inc. 426
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 425
Teachers Advisors, Llc 425
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 424
Brinker Capital Investments, LLC 423
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 422
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 421
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 421
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 421
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 420
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 420
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 420
Creative Financial Designs Inc /adv 420
Prudential Financial Inc 420
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 419
Gradient Investments LLC 419
D. E. Shaw & Co., Inc. 418
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 418
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 417
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 417
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 417
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 417
JNL SERIES TRUST - JNL Bond Index Fund (I) 415
Franklin Resources Inc 415
Tiaa Cref Investment Management Llc 414
Sigma Planning Corp 413
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 412
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 412
American Century Companies Inc 412
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 411
Hsbc Holdings Plc 409
Nationwide Fund Advisors 408
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 407
NOSGX - Northern Funds - Northern Small Cap Value Fund 406
Commonwealth Equity Services, Inc 405
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 404
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 404
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 404
Great West Life Assurance Co /can/ 404
Metropolitan Life Insurance Co/ny 404
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 403
Prospera Financial Services Inc 403
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 402
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 401
Squarepoint Ops LLC 401
Baird Financial Group, Inc. 401
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 400
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 400
International Assets Investment Management, Llc 400
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 400
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 400
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 400
Ground Swell Capital, LLC 400
Blair William & Co/il 399
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 399
First Allied Advisory Services, Inc. 399
Coldstream Capital Management Inc 398
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 398
BlackRock Advisors LLC 397
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 396
Mercer Global Advisors Inc /adv 396
GAMMA Investing LLC 396
BRACX - Blackrock Allocation Target Shares - Bats Series C 395
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 394
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 394
Sterling Capital Management LLC 394
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 393
Patriot Financial Group Insurance Agency, LLC 390
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 390
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 389
Price T Rowe Associates Inc /md/ 389
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 389
Banc Funds Co Llc 389
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 389
Principal Funds Inc 389
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 388
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 388
Ameritas Investment Corp 388
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 387
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 387
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 387
Ubs Asset Management Americas Inc 387
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 386
Massmutual Trust Co Fsb/adv 386
United Capital Financial Advisers, Llc 386
Quadrant Capital Group Llc 384
Ronald Blue Trust, Inc. 384
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 382
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 382
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 382
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 381
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 381
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 381
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 381
Wealthcare Advisory Partners LLC 380
Gsa Capital Partners Llp 380
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 380
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 379
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 379
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 379
Trexquant Investment LP 379
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 378
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 378
Kennedy Capital Management, Inc. 377
Sunbelt Securities, Inc. 377
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 376
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 375
Arrowstreet Capital, Limited Partnership 375
Brookstone Capital Management 374
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 373
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 373
VDAFX - VALIC Co I - Dynamic Allocation Fund 373
MetLife Investment Management, LLC 372
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 372
Snowden Capital Advisors LLC 372
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 371
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 369
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 369
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 369
Amalgamated Bank 368
Resources Investment Advisors, LLC. 368
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 366
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 366
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 365
Macquarie Group Ltd 364
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 363
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 363
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 363
Integrated Wealth Concepts LLC 363
Capital Analysts, Inc. 363
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 362
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 362
Capital Investment Advisory Services, LLC 362
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 362
Cerity Partners LLC 361
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 360
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 359
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 359
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 359
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 358
Centaurus Financial, Inc. 358
Parkside Financial Bank & Trust 358
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 358
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 357
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 357
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 357
Bhz Capital Management, Lp 356
First Manhattan Co 356
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 356
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 356
Cubist Systematic Strategies, LLC 355
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 354
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 354
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 354
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 354
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 353
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 353
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 353
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 353
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 351
Nisa Investment Advisors, Llc 351
Public Employees Retirement System Of Ohio 351
MUFG Americas Holdings Corp 351
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 351
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 350
Lazard Asset Management Llc 350
Tudor Investment Corp Et Al 350
TCI Wealth Advisors, Inc. 349
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 349
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 349
Ancora Advisors, LLC 348
College Retirement Equities Fund 348
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 348
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 347
Guggenheim Capital Llc 347
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 346
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 346
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 346
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 346
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 345
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 345
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 345
Financial Advocates Investment Management 345
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 345
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 345
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 345
Hartland & Co., LLC 344
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 344
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 344
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 344
Sonora Investment Management, LLC 343
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 343
Voya Investment Management Llc 343
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 342
Oppenheimer & Co Inc 342
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 342
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 341
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 341
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 341
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 340
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 340
Tiaa-cref Funds 340
Sofos Investments, Inc. 340
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 339
Boothbay Fund Management, Llc 339
NSIDX - Northern Funds - Northern Small Cap Index Fund 339
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 339
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 339
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 339
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 339
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 338
We Are One Seven, LLC 338
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 338
IWV - iSHARES TRUST - iShares Russell 3000 ETF 338
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 338
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 338
IWM - iSHARES TRUST - iShares Russell 2000 ETF 338
Covestor Ltd 338
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 337
Advanced Series Trust - Ast Advanced Strategies Portfolio 337
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 337
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 337
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 337
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 337
Allianz Asset Management GmbH 337
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 337
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 337
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 336
Stephens Inc /ar/ 336
Carroll Financial Associates, Inc. 336
Martingale Asset Management L P 335
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 335
Balyasny Asset Management Llc 335
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 335
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 335
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 335
Arkadios Wealth Advisors 335
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 335
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 334
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 334
IHT Wealth Management, LLC 333
Principal Financial Group Inc 333
PENN SERIES FUNDS INC - Small Cap Index Fund 332
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 332
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 332
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 331
Profunds - Profund Vp Ultrasmall-cap 331
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 331
Profunds - Profund Vp Small-cap 330
Proficio Capital Partners LLC 330
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 330
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 330
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 329
Lindbrook Capital, Llc 329
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 329
Piedmont Investment Advisors Llc 329
State Farm Variable Product Trust 328
State Farm Mutual Fund Trust 328
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 328
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 328
Sanctuary Advisors, LLC 328
PIMCO FUNDS - PIMCO Short Asset Portfolio 327
Aptus Capital Advisors, LLC 327
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 327
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 326
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 326
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 326
Verition Fund Management LLC 326
RMB Capital Management, LLC 326
Glassman Wealth Services 326
Russell Frank Co/ 325
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 325
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 325
Quadrature Capital Ltd 324
Nbc Securities, Inc. 324
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 324
Jefferies Group LLC 323
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 323
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 323
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 322
Eaton Vance Management 322
EJF Capital LLC 322
Lsv Asset Management 322
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 322
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 322
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 321
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 321
Invesco Bond Fund 321
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 321
Connor, Clark & Lunn Investment Management Ltd. 321
Managed Account Advisors Llc 321
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 321
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 320
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 320
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 320
Allspring Global Investments Holdings, LLC 320
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 319
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 319
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 319
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 319
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 319
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 319
Sawtooth Solutions, LLC 319
J.w. Cole Advisors, Inc. 318
Paloma Partners Management Co 318
VCSLX - VALIC Co I - Small Cap Index Fund 318
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 318
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 318
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 318
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 318
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 318
Smartleaf Asset Management LLC 318
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 318
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 317
Flagship Harbor Advisors, Llc 317
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 317
Versant Capital Management, Inc 316
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 316
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 316
Zurcher Kantonalbank (Zurich Cantonalbank) 316
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 316
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 316
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 315
Synovus Financial Corp 315
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 315
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 314
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 314
PENN SERIES FUNDS INC - International Equity Fund 313
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 313
Los Angeles Capital Management Llc 312
Acrospire Investment Management LLC 312
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 312
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 312
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 312
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 312
FJ Capital Management LLC 311
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 311
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 310
Engineers Gate Manager LP 310
Seacrest Wealth Management, Llc 310
ExodusPoint Capital Management, LP 310
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 310
SLPIX - Profunds - Small-cap Profund Investor Class 310
Federation des caisses Desjardins du Quebec 310
Cutler Group LP 310
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 309
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 309
Brown Brothers Harriman & Co 309
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 309
Group One Trading, L.p. 309
Kestra Private Wealth Services, Llc 308
Gts Securities Llc 308
Brandywine Global Investment Management, LLC 308
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 308
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 308
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 307
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 307
Equitable Holdings, Inc. 307
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 307
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 307
CENTRAL TRUST Co 307
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 306
Oxford Asset Management Llp 306
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 306
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 306
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 306
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 306
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 306
ACSKX - American Century Investment Trust - Short Duration Fund C Class 306
Lincoln National Corp 306
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 305
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 305
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 305
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 305
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 304
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 304
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 304
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 302
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 302
Cary Street Partner Investment Advisory Llc 302
Jacobs Levy Equity Management, Inc 302
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 302
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 302
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 301
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 300
Cresset Asset Management, LLC 300
Brown Advisory Inc 299
Valeo Financial Advisors, LLC 299
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 299
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 299
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 299
Rehmann Capital Advisory Group 298
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 298
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 298
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 298
Basswood Capital Management, L.l.c. 297
Nuveen, LLC 297
Empowered Funds, LLC 296
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 296
IWC - iSHARES TRUST - iShares Micro-Cap ETF 296
Rothschild Investment Llc 296
Asset Dedication, LLC 295
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 295
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 295
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 294
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 294
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 294
Toronto Dominion Bank 293
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 293
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 293
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 293
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 292
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 292
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 292
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 292
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 292
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 292
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 291
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 291
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 291
CI Private Wealth, LLC 291
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 291
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 291
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 290
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 290
PDT Partners, LLC 290
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 289
Cornerstone Capital Management Holdings Llc. 289
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 289
Ergoteles LLC 288
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 288
Aperio Group, LLC 287
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 287
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 287
Police & Firemen's Retirement System of New Jersey 287
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 287
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II 287
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 286
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 286
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 286
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 286
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 285
M&t Bank Corp 285
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 285
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 285
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 285
Koshinski Asset Management, Inc. 285
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 284
ProShare Advisors LLC 284
Independent Advisor Alliance 284
Man Group plc 284
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 283
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 283
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 283
SBI Securities Co., Ltd. 283
Dynamic Technology Lab Private Ltd 283
Vantagepoint Funds 283
Emerald Mutual Fund Advisers Trust 282
Kingsview Wealth Management, LLC 282
Umb Bank N A/mo 281
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 281
Oppenheimer Etf Trust 281
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 281
Regions Financial Corp 281
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 280
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 280
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 279
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 279
Capital Performance Advisors Llp 279
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 279
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 278
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 278
Emerald Acquisition Ltd. 278
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 278
Csenge Advisory Group 278
Marshall Wace North America L.P. 278
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 278
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 278
Colony Group, LLC 277
Bb&t Securities, Llc 277
Schonfeld Strategic Advisors LLC 277
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 277
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 277
Plante Moran Financial Advisors, LLC 276
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 276
Mutual Advisors, LLC 276
Teacher Retirement System Of Texas 276
Golden State Wealth Management, LLC 276
Tfs Capital Investment Trust 275
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 275
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 275
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 275
Quantbot Technologies LP 273
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 273
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 273
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 273
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 273
Swiss National Bank 273
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 273
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 272
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 272
Sound Income Strategies, LLC 272
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 272
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 272
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 271
Wealthspire Advisors, L.P. 271
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 271
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 271
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 271
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 271
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 270
Janus Henderson Group Plc 270
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 270
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 270
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 270
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 270
National Bank Of Canada /fi/ 270
Susquehanna Fundamental Investments, Llc 270
FNY Investment Advisers, LLC 270
First Republic Investment Management, Inc. 269
WFG Advisors, LP 269
Nomura Holdings Inc 269
Mendon Capital Advisors Corp 268
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 268
Mirae Asset Global Investments Co., Ltd. 267
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 266
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 266
Change Path, LLC 266
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 265
State Board Of Administration Of Florida Retirement System 265
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 265
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 265
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 265
GeoWealth Management, LLC 265
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 265
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 264
Ellevest, Inc. 264
Hillsdale Investment Management Inc. 264
StoneX Group Inc. 264
Corebridge Financial, Inc. 263
State Of Wisconsin Investment Board 263
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 263
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 263
Eqis Capital Management, Inc. 263
Whittier Trust Co 262
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 262
FinTrust Capital Advisors, LLC 262
Suntrust Banks Inc 262
Strategic Blueprint, LLC 262
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 262
Axa S.a. 261
Highlander Capital Management, LLC 261
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 261
A.R.T. Advisors, LLC 261
Aquatic Capital Management LLC 260
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 260
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 260
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 259
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 259
BlackRock Group LTD 259
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 258
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 258
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 258
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 258
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 258
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 258
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 257
ClariVest Asset Management LLC 257
Advanced Series Trust - Ast Small-cap Growth Portfolio 257
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 257
Wedbush Securities Inc 257
John Hancock Financial Opportunities Fund 257
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 256
National Planning Corp 256
Jump Financial, LLC 256
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 256
Six Circles Trust - Six Circles Credit Opportunities Fund 255
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 255
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 255
WealthPLAN Partners, LLC 255
Walleye Trading LLC 254
Beacon Pointe Advisors, LLC 254
Winton Capital Group Ltd 253
Lido Advisors, LLC 253
Cornerstone Planning Group LLC 253
EP Wealth Advisors, Inc. 253
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 253
Private Capital Group, LLC 253
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 252
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 252
Bokf, Na 252
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 252
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 251
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 250
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 250
Howe & Rusling Inc 250
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 249
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 249
True Wealth Design, LLC 249
Tfs Capital Llc 249
CIBC World Markets Inc. 249
Walleye Capital LLC 249
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 248
Cornerstone Wealth Management, LLC 248
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 248
RidgeWorth Capital Management LLC 248
ORG Partners LLC 247
Farmers & Merchants Investments Inc 247
Envestnet Portfolio Solutions, Inc. 247
XTX Topco Ltd 247
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 247
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 247
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 246
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 246
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 246
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 246
FDx Advisors, Inc. 246
Schroder Investment Management Group 246
Zacks Investment Management 245
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 245
Newbridge Financial Services Group, Inc. 245
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 244
Ashton Thomas Private Wealth, LLC 244
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 244
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 244
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 244
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 244
Quantinno Capital Management LP 244
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 244
Royce & Associates Lp 244
Capital Advisors, Ltd. LLC 243
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund 243
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 243
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 243
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 243
Fourthstone LLC 243
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 242
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 242
Townsquare Capital Llc 242
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 242
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 242
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 242
Berman Capital Advisors, LLC 241
Jfs Wealth Advisors, Llc 241
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 241
Janney Capital Management LLC 241
Park Avenue Securities Llc 241
Jane Street Holding, LLC 241
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 240
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 240
Merit Financial Group, LLC 240
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 240
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 240
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 240
Neuberger Berman Group LLC 240
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 240
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 239
Pinnacle Wealth Planning Services, Inc. 239
Cornercap Investment Counsel Inc 239
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 239
Putnam Investments Llc 239
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 239
BlueCrest Capital Management Ltd 239
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 238
Credit Agricole S A 238
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 238
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 237
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 237
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 237
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 237
Winslow, Evans & Crocker, Inc. 237
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 237
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 237
Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A 236
Vanguard World Fund 236
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 236
Alps Advisors Inc 236
Hotchkis & Wiley Capital Management Llc 236
Claymore Exchange-traded Fund Trust 236
Campbell & CO Investment Adviser LLC 235
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 235
Sandy Spring Bank 235
Savant Capital, LLC 234
Oppenheimer Global Multi Strategies Fund 234
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 234
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 233
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 233
Coastal Investment Advisors, Inc. 233
Coppell Advisory Solutions LLC 233
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 233
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 233
Ausdal Financial Partners, Inc. 233
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 232
Regal Investment Advisors LLC 232
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 232
Guggenheim Active Allocation Fund 232
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 232
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 232
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 232
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 232
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 232
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 231
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 231
Amalgamated Financial Corp. 231
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 231
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 230
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 230
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 230
New York State Teachers Retirement System 230
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 230
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 230
Cullen/frost Bankers, Inc. 230
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 230
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 230
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 229
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 229
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 229
Fisher Asset Management, LLC 229
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 228
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 228
Financial Architects, Inc 228
Point72 Asset Management, L.P. 228
Assenagon Asset Management S.A. 227
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 227
Continuum Advisory, LLC 226
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 226
Wiley Bros.-aintree Capital, Llc 226
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 226
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 226
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 226
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 226
Wbi Investments, Inc. 226
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 226
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 226
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 225
QS Investors, LLC 225
Apollon Wealth Management, LLC 225
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 225
Calton & Associates, Inc. 224
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 224
State of Tennessee, Treasury Department 224
Avantax Planning Partners, Inc. 224
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 224
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 224
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 223
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 223
Cohen & Steers Select Preferred & Income Fund, Inc. 223
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 223
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 223
Moors & Cabot, Inc. 222
Raymond James Trust N.a. 222
Y-Intercept (Hong Kong) Ltd 222
Css Llc/il 222
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 222
GPS Wealth Strategies Group, LLC 222
Jaffetilchin Investment Partners, LLC 222
RSSL - Global X Funds - Global X Russell 2000 ETF 222
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 222
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 222
Wolverine Asset Management Llc 222
Intech Investment Management Llc 221
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 221
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 221
Advanced Series Trust - Ast Small-cap Value Portfolio 221
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 221
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 221
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 221
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 221
DAVENPORT & Co LLC 220
Point72 Hong Kong Ltd 220
Picton Mahoney Asset Management 220
Advisor Resource Council 220
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 220
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 220
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 220
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 220
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 220
Skopos Labs, Inc. 220
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 220
NewSquare Capital LLC 220
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 220
Stephens Consulting, LLC 220
Bailard, Inc. 220
Benjamin Edwards Inc 220
Rydex Etf Trust 220
Denali Advisors Llc 219
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 219
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 219
Summit Trail Advisors, Llc 219
Hantz Financial Services, Inc. 219
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 219
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 219
VCBDX - VALIC Co I - Core Bond Fund 219
Clear Street Markets Llc 218
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 218
Cohen & Steers Reit & Preferred Income Fund Inc 218
CPSIX - Unified Series Trust - Fci Bond Fund 218
PEAK6 Investments, L.P. 218
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 218
QCVAX - Clearwater Investment Trust - Clearwater International Fund 218
Pathstone Family Office, Llc 218
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 217
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 217
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 217
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 217
Harbor Investment Advisory, Llc 217
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 217
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 217
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 217
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 216
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 216
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 216
Grantham, Mayo, Van Otterloo & Co. LLC 216
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 216
Municipal Employees' Retirement System of Michigan 216
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 216
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 216
Tucker Asset Management Llc 215
Capital Asset Advisory Services LLC 215
Advisors Preferred, LLC 215
Advisors Asset Management, Inc. 215
First Heartland Consultants, Inc. 215
IndexIQ Advisors LLC 214
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 214
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 214
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 214
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 214
Innealta Capital, Llc 214
Globeflex Capital L P 214
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 214
Elizabeth Park Capital Advisors, Ltd. 214
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 213
Dynamic Advisor Solutions LLC 213
Chicago Equity Partners Llc 213
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 213
NSGRX - Northern Funds - Northern Small Cap Core Fund 213
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 213
Stieven Capital Advisors, L.P. 212
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 212
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 212
Wipfli Financial Advisors Llc, 212
Bartlett & Co. LLC 212
PEAK6 Investments LLC 212
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 212
Penserra Capital Management LLC 212
Quantamental Technologies LLC 212
VCAAX - VALIC Co I - Asset Allocation Fund 211
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 211
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 211
BRASX - Blackrock Allocation Target Shares - Bats Series S 211
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 211
Healthcare Of Ontario Pension Plan Trust Fund 211
Colony Group Llc 211
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 211
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 211
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 210
Bartlett & Co. Wealth Management Llc 210
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 210
State of New Jersey Common Pension Fund D 210
Occudo Quantitative Strategies Lp 210
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 210
Arizona State Retirement System 210
Perigon Wealth Management, LLC 209
Karp Capital Management Corp 209
Keybank National Association/oh 209
BRYN MAWR TRUST Co 209
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 208
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 208
KBC Group NV 207
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 207
Centiva Capital, LP 207
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 207
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 207
RFG Advisory, LLC 207
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 207
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 207
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 207
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 207
Warren Averett Asset Management, LLC 207
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 206
Twin Peaks Wealth Advisors, LLC 206
Axxcess Wealth Management, Llc 206
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 206
Fieldpoint Private Securities, LLC 206
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 206
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 206
New England Securities Corp /MA/ 206
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio I 206
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 206
United Services Automobile Association 205
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 205
Wedge Capital Management L L P/nc 205
Valley National Advisers Inc 205
Norges Bank 205
Rafferty Asset Management, LLC 205
Foundations Investment Advisors, LLC 205
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 205
AlphaMark Advisors, LLC 204
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 204
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 204
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 204
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 204
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 204
Wilbanks Smith & Thomas Asset Management Llc 204
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 204
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 204
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 204
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 203
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 203
Chicago Partners Investment Group LLC 203
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 203
TD Waterhouse Canada Inc. 203
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 203
Highbridge Capital Management Llc 202
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 202
JNBA Financial Advisors 202
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 202
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 202
Virginia Retirement Systems Et Al 202
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 202
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 202
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 202
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 201
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 201
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 201
Pnc Funds 201
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 201
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 201
Pathstone Holdings, LLC 201
Natixis 201
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 201
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 200
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 200
Key FInancial Inc 200
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 200
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 200
Gemmer Asset Management LLC 200
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 199
Emerald Investment Partners, Llc 199
Signet Financial Management, Llc 199
Householder Group Estate & Retirement Specialist, LLC 199
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 199
Core Bond Portfolio - Core Bond Portfolio 199
Stevens Capital Management Lp 199
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 199
Teachers Retirement System Of The State Of Kentucky 199
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 199
Canada Pension Plan Investment Board 199
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 199
Jacobi Capital Management LLC 198
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 198
Western Wealth Management, LLC 198
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 198
Sequoia Financial Advisors, LLC 198
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 198
Trust Co Of Vermont 198
Venturi Wealth Management, LLC 198
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 198
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 198
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 197
SILVER OAK SECURITIES, Inc 197
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 197
Mather Group, Llc. 197
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 197
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 197
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 197
Menta Capital Llc 197
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 197
Johnson Financial Group, Inc. 197
Financial Management Professionals, Inc. 196
Nuveen Preferred & Income Opportunities Fund 196
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 196
Magnetar Financial LLC 196
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 196
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 195
Trustcore Financial Services, Llc 195
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 195
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 195
Natixis Advisors, L.p. 195
Baker Avenue Asset Management, LP 195
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 195
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 195
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 195
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 194
Bogart Wealth, LLC 194
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 194
Alpine Global Management, LLC 193
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 193
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 193
Cornerstone Advisors, Inc. 193
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 193
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 193
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 193
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 193
Delpha Capital Management, Llc 193
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 193
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 193
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 192
Hutchin Hill Capital, LP 192
Glen Eagle Advisors, LLC 192
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 192
Point72 (DIFC) Ltd 192
Numeric Investors Llc 192
VVSCX - VALIC Co I - Small Cap Value Fund 192
North Star Investment Management Corp. 192
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 191
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 191
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 191
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 191
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 191
Laurion Capital Management LP 190
Mackay Shields Llc 190
Great Lakes Advisors, Llc 190
Enterprise Financial Services Corp 190
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 190
Crossmark Global Holdings, Inc. 190
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 190
SOUTH STATE Corp 189
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 189
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 189
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 189
Mutual Of America Capital Management Llc 189
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 189
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 189
IFG Advisory, LLC 189
Gladstone Institutional Advisory LLC 189
Sutton Wealth Advisors Inc. 188
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 188
Jacobs Asset Management, Llc 188
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 188
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 188
Td Asset Management Inc 188
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 188
Algert Global Llc 187
Salem Investment Counselors Inc 187
Ieq Capital, Llc 187
TRANSAMERICA FUNDS - Transamerica Core Bond I2 187
Wealthsource Partners, Llc 187
Exchange Traded Concepts, Llc 186
Systematic Financial Management Lp 186
PIMCO FUNDS - PIMCO Sector Fund Series - I 186
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 186
Mackenzie Financial Corp 186
Advisory Alpha, LLC 186
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 186
BNP Paribas Asset Management Holding S.A. 186
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 186
Aigen Investment Management, Lp 186
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 186
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 186
DHJJ Financial Advisors, Ltd. 185
HAP Trading, LLC 185
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 185
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 185
GIMFX - GMO TRUST - GMO Implementation Fund 185
CX Institutional 185
Boston Partners 185
John Hancock Income Securities Trust 185
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 185
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 185
Dupont Capital Management Corp 185
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 185
Archer Investment Corp 185
Alberta Investment Management Corp 185
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 185
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 185
Endeavour Capital Advisors Inc 185
Bell Investment Advisors, Inc 185
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 185
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 184
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 184
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 184
LS Investment Advisors, LLC 184
EntryPoint Capital, LLC 184
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 184
Public Employees Retirement Association Of Colorado 184
Prime Capital Investment Advisors, LLC 184
Salzhauer Michael 184
Fortitude Family Office, LLC 183
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 183
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 183
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 183
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 183
Hancock Whitney Corp 183
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 183
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 183
U.S. Capital Wealth Advisors, LLC 182
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 182
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 182
Stratos Wealth Advisors, LLC 182
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 182
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 182
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 181
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 181
Oppenheimer Asset Management Inc. 181
Spark Investment Management LLC 181
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 181
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 181
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 181
Graham Capital Management, L.P. 181
First Quadrant L P/ca 181
Guardian Wealth Advisors, LLC 181
Hilltop Holdings Inc. 181
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 181
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 181
New York Life Investment Management Llc 181
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 181
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 181
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 180
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 180
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 180
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 180
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF 180
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 180
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 180
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 180
Sargent Bickham Lagudis LLC 180
Pimco Dynamic Income Fund 180
Financial Gravity Companies, Inc. 180
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 179
PIMCO FUNDS - PIMCO Low Duration Portfolio 179
Capstone Investment Advisors, Llc 179
EA Series Trust 179
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 179
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 179
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 178
Nomura Asset Management Co Ltd 178
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 178
Quest Partners LLC 178
Boston Private Wealth Llc 178
Klp Kapitalforvaltning As 178
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 178
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 178
Point72 Asia (Singapore) Pte. Ltd. 178
Voloridge Investment Management, Llc 178
Optimum Investment Advisors 178
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 178
Reilly Financial Advisors, Llc 178
Great Valley Advisor Group, Inc. 178
Amundi 178
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 178
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 177
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 177
Pensionmark Financial Group, Llc 177
First Trust Intermediate Duration Preferred & Income Fund 177
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 177
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 177
Profunds - Profund Vp Oil & Gas 177
Quarry LP 177
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 177
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 177
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 177
Blackthorn Investment Group Llc 176
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 176
Tradition Wealth Management, LLC 176
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 176
PineBridge Investments, L.P. 176
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 176
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 176
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 176
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 176
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 176
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 176
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 176
Versor Investments LP 176
Capital Fund Management S.a. 176
BTIAX - Northern Funds - Northern U.s.treasury Index Fund Northern U.s. Treasury Index Fund 176
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 175
Avion Wealth 175
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 175
LMR Partners LLP 175
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 175
Transamerica Financial Advisors, Inc. 175
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 175
FineMark National Bank & Trust 175
Deere & Co 174
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 174
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 174
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 174
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 174
Advantage Investment Management, Llc 174
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 174
Clark Capital Management Group, Inc. 174
Profund Advisors Llc 173
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 173
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 173
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 173
LUTAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Treasury Index Fund Class A 173
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 173
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 173
BDO Wealth Advisors, LLC 173
Lord, Abbett & Co. Llc 173
Smithfield Trust Co 173
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 173
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 173
Nuveen Multi-Asset Income Fund 172
Kovack Advisors, Inc. 172
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 172
Loomis Sayles & Co L P 172
EBI - RBB Fund Trust - Longview Advantage ETF 172
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 172
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 172
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 172
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 172
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 172
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 171
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 171
Global Financial Private Client, LLC 171
Hm Payson & Co 171
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 171
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 171
Migdal Insurance & Financial Holdings Ltd. 171
Tcwp Llc 171
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 170
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 170
Chicago Capital Management, LLC 170
Harbor Capital Advisors, Inc. 170
Manchester Capital Management LLC 170
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 170
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 170
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 170
Wagner Wealth Management, Llc 170
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 170
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 170
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 169
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 169
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 169
First Hawaiian Bank 169
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 169
Concurrent Investment Advisors, LLC 169
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 169
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 169
Public Sector Pension Investment Board 169
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 169
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 169
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 169
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 168
State of Wyoming 168
Segall Bryant & Hamill, Llc 168
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 168
Ramsey Quantitative Systems 168
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 168
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 168
GV Financial Advisors 168
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 168
OMERS ADMINISTRATION Corp 168
Toroso Investments, LLC 168
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 167
Strategic Wealth Advisors Group, LLC 167
Thurston, Springer, Miller, Herd & Titak, Inc. 167
Whittier Trust Co Of Nevada Inc 167
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 167
Elequin Capital Lp 167
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 167
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 166
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 166
Hennion & Walsh Asset Management, Inc. 166
Quantitative Systematic Strategies LLC 166
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 166
Airain ltd 166
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 166
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 166
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 166
FundVantage Trust - Verplanck Balanced Fund 165
Citizens Financial Group Inc/ri 165
Wunderlich Securities, Inc. 165
Ajo, Lp 165
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 165
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 165
BFOR - ALPS ETF Trust - Barron's 400 ETF 165
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 165
Yousif Capital Management, Llc 165
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 165
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 165
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 165
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 165
Wealthspire Advisors, LLC 165
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 164
Baystate Wealth Management LLC 164
Macroview Investment Management Llc 164
HCUSX - HC CAPITAL TRUST - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 164
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 164
Focus Financial Network, Inc. 164
Flaherty & Crumrine Preferred Income Fund Inc 164
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 164
M3F, Inc. 164
Level Four Advisory Services, Llc 164
Flaherty & Crumrine Preferred Securities Income Fund Inc 164
Hbk Investments L P 163
SJS Investment Consulting Inc. 163
CWM Advisors, LLC 163
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 163
Dark Forest Capital Management Lp 163
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 163
MCF Advisors LLC 163
Ellington Management Group Llc 163
Anchor Investment Management, LLC 163
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 163
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 163
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 163
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 163
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 163
Deprince Race & Zollo Inc 163
Fsi Group, Llc 163
Verus Capital Partners, Llc 163
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 163
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 162
Nuveen Preferred & Income Securities Fund 162
Eudaimonia Partners, LLC 162
ICA Group Wealth Management, LLC 162
Founders Financial Alliance, LLC 162
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 162
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 161
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 161
Prestige Wealth Management Group LLC 161
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 161
Westside Investment Management, Inc. 161
Tocqueville Asset Management L.p. 161
Concert Wealth Management Inc. 161
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 161
Arete Wealth Advisors, LLC 161
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 161
Stonebridge Capital Advisors LLC 161
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 160
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 160
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 160
Societe Generale 160
Alpine Woods Capital Investors, Llc 160
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 160
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 160
Flaherty & Crumrine Total Return Fund Inc 160
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 160
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 160
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 160
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 160
Catalyst Capital Advisors LLC 160
UMA Financial Services, Inc. 159
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 159
Castleview Partners, Llc 159
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 159
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 159
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 159
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 159
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 159
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 159
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 158
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 158
C M Bidwell & Associates Ltd 158
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 158
Gardner Lewis Asset Management L P 158
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 158
Nine Chapters Capital Management LLC 158
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 158
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 158
Texas Permanent School Fund 158
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 158
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 158
FourThought Financial, LLC 158
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 158
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 158
Nations Financial Group Inc, /ia/ /adv 158
FLDFX - Meeder Funds - BALANCED FUND Retail Class 158
Nuveen Preferred & Income Term Fund 158
Placemark Investments, Inc. 158
Cape Investment Advisory, Inc. 157
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 157
Meridian Wealth Partners, LLC 157
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 157
Rsm Us Wealth Management Llc 157
VCSVX - VALIC Co II - Small Cap Value Fund 157
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 157
Scotia Capital Inc. 157
Alliancebernstein Global High Income Fund Inc 157
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 157
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 157
Lenox Wealth Advisors, LLC 157
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 156
Ensign Peak Advisors, Inc 156
Crewe Advisors LLC 156
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 156
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 156
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 156
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 156
Castine Capital Management, Llc 156
Weaver Consulting Group 156
PFG Advisors 156
Cibc World Markets Corp 156
GGBFX - GuideStone Funds - Global Bond Fund Investor 156
Employees Retirement System of Texas 156
Horizon Investments, LLC 156
Front Row Advisors LLC 156
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 156
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 156
Kovitz Investment Group Partners, LLC 155
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 155
Certified Advisory Corp 155
Transce3nd, LLC 155
AlphaCore Capital LLC 155
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 155
EAM Investors, LLC 155
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 155
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 155
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 155
WASHINGTON TRUST Co 154
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 154
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 154
Concord Wealth Partners 154
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 154
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 154
Impact Partnership Wealth, LLC 154
Optiver Holding B.V. 154
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 154
Nordea Investment Management Ab 154
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 154
Schubert & Co 154
Wealthcare Capital Management Llc 154
Skandinaviska Enskilda Banken AB (publ) 154
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 153
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 153
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 153
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 153
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 153
Steward Financial Group LLC 153
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 153
Rise Advisors, LLC 153
Cnh Partners Llc 153
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 153
Raleigh Capital Management Inc. 153
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 153
Moisand Fitzgerald Tamayo, LLC 153
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 153
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 153
Bluefin Trading, LLC 153
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 153
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 153
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 153
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 153
VTL Associates, LLC 153
R Squared Ltd 153
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 152
Pacer Advisors, Inc. 152
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 152
M Holdings Securities, Inc. 152
HHM Wealth Advisors, LLC 152
Buckingham Strategic Partners 152
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 152
Pinnacle Bancorp, Inc. 152
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 152
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 152
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 152
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 152
Handelsbanken Fonder AB 152
Avestar Capital, LLC 152
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 152
Tcw Strategic Income Fund Inc 152
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 152
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 151
Zebra Capital Management LLC 151
Gabelli Funds Llc 151
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 151
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 151
Oregon Public Employees Retirement Fund 151
Vigilant Capital Management, LLC 151
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 151
Catalyst Funds Management Pty Ltd 151
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 151
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 151
BerganKDV Wealth Management, LLC 150
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 150
Sanctuary Wealth Advisors, LLC 150
Capstone Asset Management Co 150
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 150
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 150
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 150
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 150
Oppenheimer Funds Inc 150
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 150
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 150
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 150
Kestra Investment Management, LLC 150
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 150
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 150
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 150
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 150
Freestone Capital Holdings, LLC 149
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 149
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 149
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 149
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 149
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 149
Mason Street Advisors, Llc 149
Covington Capital Management 149
Hexagon Capital Partners LLC 149
Angel Oak Financial Strategies Income Term Trust 149
Disciplined Investments, LLC 149
Diversified Trust Co 149
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 149
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 149
Balentine LLC 148
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 148
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 148
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 148
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 148
Louisiana State Employees Retirement System 148
Accel Wealth Management 148
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 148
Boston Advisors Llc 148
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 148
NOCBX - Northern Funds - Northern Core Bond Fund 148
Addison Advisors LLC 147
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 147
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 147
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 147
General Motors Investment Management Corp 147
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 147
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 147
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 147
Xponance, Inc. 147
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 147
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 147
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 147
Tarbox Family Office, Inc. 147
FUTBX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Treasury Bond Index Fund 147
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 147
Next Financial Holdings 147
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 147
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 147
State of Alaska, Department of Revenue 146
San Francisco Sentry Investment Group (ca) 146
Usca Ria Llc 146
Earnest Partners Llc 146
Abound Wealth Management 146
PFFD - Global X Funds - Global X U.S. Preferred ETF 146
Summit Global Investments 146
Kistler-Tiffany Companies, LLC 146
Krilogy Financial LLC 146
James Investment Research Inc 146
Bank Of Nova Scotia 146
Strategic Wealth Partners, Ltd. 146
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 145
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 145
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 145
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 145
Yakira Capital Management, Inc. 145
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 145
Weld Capital Management Llc 145
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 145
Tompkins Financial Corp 145
CFICX - CALVERT FUND - Calvert Income Fund Class A 145
Securian Funds Trust - SFT Core Bond Fund Class 1 145
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 145
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 145
Shell Asset Management Co 145
Manager Directed Portfolios - Pemberwick Fund Shares 145
Commerce Bank 145
Blackrock Core Bond Trust 144
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 144
Moody National Bank Trust Division 144
BlackRock ETF Trust II - BlackRock Total Return ETF 144
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 144
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 144
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 144
NumerixS Investment Technologies Inc 144
Assured Investment Management LLC 144
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 144
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 144
First Command Advisory Services, Inc. 144
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 144
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 144
Simplicity Wealth,LLC 144
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 144
Carolinas Wealth Consulting Llc 144
Clearbridge Investments, LLC 144
Pinnacle Holdings, LLC 144
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 144
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 144
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 144
Valmark Advisers, Inc. 144
Signature Estate & Investment Advisors Llc 143
Gamco Investors, Inc. Et Al 143
Washington Trust Bank 143
Bb&t Investment Services, Inc. 143
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 143
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 143
Atlantic Union Bankshares Corp 143
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 143
Associated Banc-corp 143
PSI Advisors, LLC 143
HB Wealth Management, LLC 143
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 143
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 143
GHP Investment Advisors, Inc. 142
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 142
Evoke Wealth, Llc 142
Caxton Associates Lp 142
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 142
NorthRock Partners, LLC 142
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 142
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 142
Meridian Wealth Management, LLC 142
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 142
Baldwin Brothers Inc/ma 142
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 142
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 142
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 142
FORA Capital, LLC 141
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 141
Hennessy Advisors Inc 141
SageView Advisory Group, LLC 141
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 141
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 141
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 141
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 141
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 141
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 141
Creekmur Asset Management LLC 141
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 141
NOFIX - Northern Funds - Northern Fixed Income Fund 141
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 141
Eidelman Virant Capital 140
Atom Investors LP 140
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 140
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 140
AMP Capital Investors Ltd 140
Richard Bernstein Advisors LLC 140
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 140
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 140
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 140
Hudock, Inc. 140
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 140
Rational Advisors Llc 140
McIlrath & Eck, LLC 140
Fox Run Management, L.l.c. 140
Gupta Wealth Management LLC 140
Point72 Middle East FZE 140
Private Ocean, LLC 140
Wealthfront Inc 140
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 140
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 140
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 140
Almanack Investment Partners, LLC. 140
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 140
Baird Robert W & Co Inc /wi/ 140
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 140
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 139
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 139
Bowling Portfolio Management LLC 139
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 139
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 139
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 139
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 139
Twin Tree Management, LP 139
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 139
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 139
Redhawk Wealth Advisors, Inc. 139
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 139
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 139
GOVT - iSHARES TRUST - iShares U.S. Treasury Bond ETF 139
Truvestments Capital Llc 139
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 139
Beese Fulmer Investment Management, Inc. 139
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 139
Motco 139
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 139
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 138
BLACKROCK FUNDS - iShares U.S. Intermediate Government Bond Index Fund 138
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 138
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 138
Tortoise Investment Management, LLC 138
Brevan Howard Capital Management LP 138
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 138
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 138
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 138
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 138
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 138
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 138
Liberty Wealth Management Llc 138
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 138
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 138
Venture Visionary Partners LLC 138
Vantage Consulting Group Inc 138
John W. Rosenthal Capital Management, Inc. 138
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 138
Total Clarity Wealth Management, Inc. 137
Mycio Wealth Partners, Llc 137
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 137
Lee Financial Co 137
Thoroughbred Financial Services, Llc 137
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 137
Itau Unibanco Holding S.A. 137
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 137
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 137
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 137
Claro Advisors LLC 137
Nwam Llc 137
USA Financial Portformulas Corp 137
First Mercantile Trust Co 137
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 137
Retirement Group, LLC 137
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 136
Blue Bell Private Wealth Management, Llc 136
Dorsey Wright & Associates 136
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 136
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 136
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 136
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 136
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 136
Fortitude Advisory Group L.L.C. 136
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 136
First Personal Financial Services 136
Keebeck Alpha, LP 136
PUTNAM FUNDS TRUST - Putnam Short Term Investment Fund Class P 136
Investors Research Corp 136
Hemington Wealth Management 136
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 136
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 136
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 136
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 136
Argentus Capital Management, LLC 136
Brinker Capital Inc 135
Moneta Group Investment Advisors Llc 135
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 135
Institutional & Family Asset Management, Llc 135
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 135
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 135
Harvest Group Wealth Management, Llc 135
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 135
Bay Harbor Wealth Management, LLC 135
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 135
Tsfg, Llc 135
Private Advisory Group LLC 135
Legacy Financial Advisors, Inc. 135
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 135
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 135
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 134
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 134
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 134
Spot Trading L.L.C 134
Universal- Beteiligungs- und Servicegesellschaft mbH 134
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 134
Timber Hill LLC 134
Vestmark Advisory Solutions, Inc. 134
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 134
Visionary Wealth Advisors 134
V Wealth Advisors LLC 134
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 134
Monarch Partners Asset Management LLC 133
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 133
Virtue Capital Management, LLC 133
Convergence Investment Partners, LLC 133
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 133
Sheets Smith Wealth Management 133
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 133
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 133
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 133
JustInvest LLC 133
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 133
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 133
Atomi Financial Group, Inc. 133
Ameriflex Group, Inc. 133
GAM Holding AG 133
Aster Capital Management (DIFC) Ltd 133
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 133
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 133
Jefferies Financial Group Inc. 133
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 132
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 132
SOA Wealth Advisors, LLC. 132
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 132
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 132
Xact Kapitalforvaltning AB 132
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 132
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 132
Fuller & Thaler Asset Management, Inc. 132
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 132
VFISX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Treasury Fund Investor Shares 132
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 132
Thompson Siegel & Walmsley Llc 132
Cohen & Steers Infrastructure Fund Inc 132
VCSBX - VALIC Co II - Strategic Bond Fund 132
Wealthbridge Capital Management, Llc 132
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 132
Accurate Wealth Management, LLC 131
Johnson Investment Counsel Inc 131
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 131
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 131
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 131
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 131
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 131
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 131
Tradewinds Capital Management, LLC 131
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 131
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 131
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 131
Eagle Asset Management Inc 131
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 130
Gotham Asset Management, LLC 130
Oakworth Capital, Inc. 130
Archford Capital Strategies, LLC 130
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 130
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 130
Mount Yale Investment Advisors, LLC 130
SPTS - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Treasury ETF 130
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 130
DekaBank Deutsche Girozentrale 130
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 130
Quest Capital Management Inc /adv 130
Evergreen Capital Management Llc 130
Tyler-Stone Wealth Management 130
Pictet Asset Management Holding SA 130
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 130
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 130
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 130
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 130
BlackRock ETF Trust II - BlackRock Flexible Income ETF 130
PL Capital Advisors, LLC 130
Vident Investment Advisory, LLC 130
FNY Managed Accounts LLC 130
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 130
AHL Partners LLP 130
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 130
Belvedere Trading LLC 130
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 130
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 130
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 130
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 129
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 129
Calamos Strategic Total Return Fund 129
Partnervest Advisory Services LLC 129
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 129
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 129
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 129
Headlands Technologies LLC 129
EPG Wealth Management LLC 129
Stone Ridge Asset Management LLC 129
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 129
Holocene Advisors, LP 129
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 129
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 129
Bayesian Capital Management, LP 129
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 128
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 128
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 128
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 128
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 128
Blackrock Multi-sector Income Trust 128
Congress Wealth Management LLC / DE / 128
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 128
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 128
Td Private Client Wealth Llc 128
Founders Financial Securities Llc 128
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 128
SCHO - SCHWAB STRATEGIC TRUST - Schwab Short-Term U.S. Treasury ETF 128
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 128
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 128
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 128
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 128
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 128
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 128
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 127
Siena Capital Partners GP, LLC 127
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 127
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 127
Bryn Mawr Capital Management Inc 127
HBK Sorce Advisory LLC 127
Delta Asset Management Llc/tn 127
Integrated Wealth Management 127
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 127
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 127
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 127
Atlas Capital Advisors Llc 127
Clear Creek Financial Management, LLC 127
CIBC Asset Management Inc 127
Mendota Financial Group, LLC 127
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 127
Main Street Group, LTD 127
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 127
Segantii Capital Management Ltd 126
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 126
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 126
RBB FUND, INC. - Adara Smaller Companies Fund 126
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 126
Penn Capital Management Co Inc 126
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 126
SECOR Capital Advisors, LP 126
Hartford Mutual Funds Inc/ct 126
JCSD Capital, LLC 126
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 126
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 126
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 126
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 126
VSBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Treasury Index Fund Admiral Shares 126
Eagle Bay Advisors LLC 126
Montag A & Associates Inc 126
Princeton Alpha Management LP 126
Riverhead Capital Management Llc 126
Amundi Pioneer Asset Management Inc 126
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 126
Leavell Investment Management, Inc. 125
Private Wealth Management Group, LLC 125
Caitong International Asset Management Co., Ltd 125
Wealth Quarterback LLC 125
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 125
Rialto Wealth Management, LLC 125
Hollencrest Capital Management 125
Ironwood Financial, llc 125
Magnus Financial Group LLC 125
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 125
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 125
Rossby Financial, LCC 125
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 125
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 125
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 125
Cordant, Inc. 125
Weiss Asset Management LP 125
Atwood & Palmer Inc 125
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 125
Teza Capital Management LLC 125
Prudential Plc 124
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 124
Robeco Institutional Asset Management B.V. 124
Sageworth Trust Co 124
Compagnie Lombard Odier SCmA 124
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 124
Nuveen Preferred & Income 2022 Term Fund 124
Executive Wealth Management, LLC 124
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 124
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 124
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 124
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 124
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 124
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 124
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 124
Vantage Investment Advisors, LLC 124
Institute for Wealth Management, LLC. 124
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 124
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 124
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 124
Synergy Financial Management, LLC 124
People's United Financial, Inc. 124
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 123
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 123
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 123
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 123
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 123
Cable Hill Partners, LLC 123
Mfs Charter Income Trust 123
ETRADE Capital Management LLC 123
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 123
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 123
AlphaStar Capital Management, LLC 123
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 123
Mirabella Financial Services Llp 123
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 123
1832 Asset Management L.P. 123
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 123
rhino investment partners, Inc 123
Sciencast Management LP 123
Van Eck Associates Corp 123
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 123
Mv Capital Management, Inc. 123
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 123
Bedel Financial Consulting, Inc. 122
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 122
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 122
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 122
Heritage Wealth Management, Llc 122
Tfo-tdc, Llc 122
Evercore Wealth Management, LLC 122
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 122
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 122
Buckingham Strategic Wealth, Llc 122
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 122
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 122
Global Financial Private Capital, LLC 122
Diversify Advisory Services, LLC 122
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 122
Mascoma Wealth Management LLC 122
Seizert Capital Partners, Llc 122
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 122
Integrated Advisors Network LLC 122
Vanguard Horizon Funds 122
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 122
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 121
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 121
Veritable, L.P. 121
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 121
Princeton Global Asset Management LLC 121
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 121
Focused Wealth Management, Inc 121
Jupiter Asset Management Ltd 121
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 121
World Asset Management Inc 121
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 121
Modera Wealth Management, LLC 121
SPTB - SPDR SERIES TRUST - SPDR Portfolio Treasury ETF 121
DRW Securities, LLC 121
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 121
Eaton Vance Ltd Duration Income Fund 121
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 121
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 121
Alera Investment Advisors, LLC 120
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 120
World Equity Group, Inc. 120
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 120
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 120
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 120
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 120
IMA Wealth, Inc. 120
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 120
Maryland State Retirement & Pension System 120
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 120
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 120
Veriti Management LLC 120
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 120
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 120
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 120
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 120
Blueshift Asset Management, LLC 120
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 120
Driehaus Capital Management Llc 120
Beacon Capital Management, LLC 120
Wood Tarver Financial Group, LLC 120
Massachusetts Financial Services Co /ma/ 120
Old National Bancorp /in/ 119
Pictet Asset Management Sa 119
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 119
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 119
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 119
Wesbanco Bank Inc 119
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 119
Laurel Wealth Advisors LLC 119
Trilogy Capital Inc. 119
Knight Capital Group, Inc. 119
Financial Network Wealth Advisors LLC 119
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 119
Ritholtz Wealth Management 119
SFITX - Advisers Investment Trust - State Farm Interim Fund 119
First Citizens Bank & Trust Co 119
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 119
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 119
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 119
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 119
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 119
Hl Financial Services Llc 118
Comerica Securities,inc. 118
SHY - iSHARES TRUST - iShares 1-3 Year Treasury Bond ETF 118
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 118
Edmond De Rothschild Holding S.a. 118
Pictet Asset Management Ltd 118
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 118
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 118
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 118
Lakeview Capital Partners, LLC 118
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 118
Glenmede Investment Management, LP 118
Northern Trust Co Of Connecticut 118
Horan Securities, Inc. 118
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 118
Dynamic Technology Lab Pte Ltd 118
Sugarloaf Wealth Management, LLC 118
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 118
Emerald Advisers, Llc 118
Oliver Lagore Vanvalin Investment Group 118
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 117
Lloyd Advisory Services, LLC. 117
ELCO Management Co., LLC 117
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 117
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 117
Kathmere Capital Management, LLC 117
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 117
Kore Private Wealth LLC 117
Aspire Private Capital, LLC 117
Landscape Capital Management, L.l.c. 117
City Holding Co 117
Petrus Trust Company, LTA 117
Colonial Trust Co / SC 117
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 117
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 117
Old Mission Capital, Llc 117
Savior LLC 117
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 117
Barings Llc 117
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 117
Coppell Advisory Solutions Corp. 117
Carnegie Capital Asset Management, LLC 117
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 117
Procyon Private Wealth Partners, LLC 116
Shelton Capital Management 116
Asset Management One Co., Ltd. 116
Cribstone Capital Management, LLC 116
Claraphi Advisory Network, LLC 116
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 116
Paradigm Asset Management Co Llc 116
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 116
Alphacrest Capital Management Llc 116
Ci Investments Inc. 116
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 116
RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A 116
Laurel Wealth Advisors, Inc. 116
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 116
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 116
Edge Wealth Management LLC 116
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 116
eCIO, Inc. 116
Pimco Corporate & Income Opportunity Fund 116
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 116
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 116
Jennison Associates Llc 116
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 116
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 116
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 116
Glass Jacobson Investment Advisors llc 116
Irish Life Investment Managers Ltd. 115
Thompson Davis & Co., Inc. 115
Global Trust Asset Management, LLC 115
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 115
FHNFX - FIDELITY INCOME FUND /MA/ - Fidelity Series Government Bond Index Fund 115
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 115
nVerses Capital, LLC 115
Advisory Research Inc 115
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 115
Old Mutual Customised Solutions (proprietary) Ltd 115
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 115
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 115
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 115
Community Bank, N.A. 115
River Oaks Capital LLC 115
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 115
Wrapmanager Inc 114
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 114
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 114
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 114
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 114
APG Asset Management N.V. 114
Silvercrest Asset Management Group Llc 114
361 Capital Llc 114
FUMBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Treasury Bond Index Fund 114
JJJ Advisors Inc. 114
Van Hulzen Asset Management, LLC 114
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 114
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 114
Royal Fund Management, LLC 114
Annis Gardner Whiting Capital Advisors, LLC 114
Edgestream Partners, L.P. 114
First Trust Portfolios Lp 113
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 113
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 113
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 113
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 113
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 113
Tibra Equities Europe Ltd 113
Park Square Financial Group, LLC 113
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 113
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 113
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 113
Blackrock Credit Allocation Income Trust 113
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 113
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 113
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 113
Simon Quick Advisors, Llc 113
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 113
Cambridge Trust Co 113
Humankind Benefit Corp - Humankind US Stock ETF 113
HBW Advisory Services LLC 113
Elkfork Partners LLC 112
Everence Capital Management Inc 112
Good Life Advisors, LLC 112
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 112
Independent Portfolio Consultants, Inc. 112
Argent Trust Co 112
55i, Llc 112
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 112
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 112
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 112
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 112
Blackrock Ltd Duration Income Trust 112
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 112
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 112
Foundry Partners, LLC 112
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 112
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 112
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 112
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 112
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 112
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 112
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 112
Checchi Capital Advisers, LLC 112
Modern Wealth Management, LLC 112
McAdam, LLC 112
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 112
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 112
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 111
Jackson Creek Investment Advisors LLC 111
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 111
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 111
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 111
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 111
Alpine Series Trust 111
Ubs Oconnor Llc 111
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 111
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 111
Interval Partners, LP 111
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 111
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 111
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 111
Guardian Wealth Advisors, Llc / Nc 111
Inceptionr Llc 111
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 111
Stilwell Value LLC 111
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 111
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 110
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 110
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 110
Bare Financial Services, Inc 110
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 110
Well Done, LLC 110
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 110
Riverview Trust Co 110
Weiss Multi-Strategy Advisers LLC 110
NewEdge Wealth, LLC 110
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 110
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 110
Camarda Financial Advisors, LLC 110
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 110
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 110
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 110
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 110
LexAurum Advisors, LLC 110
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 110
Coastal Capital Group, Inc. 110
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 110
Capital Investment Advisors, LLC 110
WCG Wealth Advisors LLC 110
CAPROCK Group, Inc. 110
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 109
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 109
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 109
MONECO Advisors, LLC 109
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 109
TRUE Private Wealth Advisors 109
Atlas Private Wealth Advisors 109
OneAscent Financial Services LLC 109
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 109
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 109
BlackRock Japan Co. Ltd 109
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 109
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 109
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 109
IAG Wealth Partners, LLC 109
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 109
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 109
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 109
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 109
Ahrens Investment Partners LLC 109
Kowal Investment Group, LLC 109
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 109
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 109
REAP Financial Group, LLC 109
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 109
Gyon Technologies Capital Management, LP 109
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 108
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 108
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 108
John Hancock Preferred Income Fund 108
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 108
Prospector Partners Llc 108
Pine River Capital Management L.P. 108
Avidian Wealth Solutions, LLC 108
Westwood Holdings Group Inc 108
Activest Wealth Management 108
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 108
Riggs Asset Managment Co. Inc. 108
PFG Investments, LLC 108
Financial Advisory Service, Inc. 108
VCSMX - VALIC Co I - Small Cap Fund 108
WR Wealth Planners, LLC 108
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 108
TD Capital Management LLC 108
Toth Financial Advisory Corp 108
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 108
WPG Advisers, LLC 108
Pearl River Capital, LLC 108
Commerzbank Aktiengesellschaft /fi 108
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 108
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 108
Eastern Bank 108
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 107
Mach-1 Financial Group, Inc. 107
FormulaFolio Investments, LLC 107
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 107
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 107
John Hancock Preferred Income Fund Iii 107
SAC Capital Advisors LP 107
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 107
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 107
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 107
Wolff Wiese Magana Llc 107
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 107
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 107
Minichmacgregor Wealth Management, Llc 107
Harel Insurance Investments & Financial Services Ltd. 107
Gerber Kawasaki Wealth & Investment Management 107
Zions Bancorporation, N.A. 107
Maven Securities LTD 107
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 107
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 107
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 107
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 107
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 107
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 107
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 107
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 107
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 106
William Blair Investment Management, Llc 106
VSR Financial Services, Inc. 106
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 106
Anfield Capital Management, LLC 106
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 106
Phocas Financial Corp. 106
Teton Advisors, Inc. 106
Hazlett, Burt & Watson, Inc. 106
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 106
GW&K Investment Management, LLC 106
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 106
Capital Bank & Trust Co 106
Sei Trust Co 106
Commonwealth Bank Of Australia 106
Parkworth Wealth Management, Inc. 106
Alyeska Investment Group, L.P. 106
Clean Yield Group 106
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 106
BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF 106
First Capital Advisors Group, LLC. 106
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class 106
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 106
Arlington Partners LLC 106
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 106
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 106
Integrity Financial Corp /WA 106
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 105
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 105
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 105
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 105
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 105
Atlantic Trust, LLC 105
Quad-Cities Investment Group, LLC 105
Harwood Advisory Group, LLC 105
Sii Investments Inc/wi 105
Inspire Advisors, LLC 105
Salomon & Ludwin, LLC 105
Glen Harbor Capital Management LLC 105
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 105
Adviser Investments LLC 105
IMC-Chicago, LLC 105
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 105
Northern Oak Wealth Management Inc 105
Eaton Vance Tax Advantaged Global Dividend Income Fund 105
Vestcor Inc 105
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 105
Symphony Asset Management Llc 105
LRI Investments, LLC 105
Mfs Multimarket Income Trust 105
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 105
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 105
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 105
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 104
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 104
Livingston Group Asset Management CO (operating as Southport Capital Management) 104
Global Wealth Management Investment Advisory, Inc. 104
Blackrock Corporate High Yield Fund, Inc. 104
Rothschild Asset Management Inc 104
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 104
Acorn Wealth Advisors, LLC 104
L & S Advisors Inc 104
Ellis Investment Partners, LLC 104
Kanaly Trust Co 104
Webster Bank, N. A. 104
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 104
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 104
Nachman Norwood & Parrott, Inc 104
Ing Groep Nv 104
Patten Group, Inc. 104
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 104
Dreman Value Management, L L C 104
BSBAX - Northern Funds - Northern Short Bond Fund 104
Destination Wealth Management 104
Calamos Long/Short Equity & Dynamic Income Trust 104
Cedar Brook Financial Partners, LLC 104
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 104
Fiera Capital Corp 104
Bruce G. Allen Investments, LLC 104
DiNuzzo Private Wealth, Inc. 103
King Luther Capital Management Corp 103
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 103
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 103
Calvert Investment Management, Inc. 103
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 103
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 103
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 103
Kayne Anderson Rudnick Investment Management Llc 103
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 103
Pinnacle Associates Ltd 103
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 103
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 103
Analytic Investors, LLC 103
John Hancock Preferred Income Fund Ii 103
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 103
Ontario Teachers Pension Plan Board 103
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 103
Quent Capital, LLC 103
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 103
Confluence Investment Management Llc 102
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 102
Ledyard National Bank 102
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 102
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 102
Kingswood Wealth Advisors, Llc 102
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 102
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 102
Illinois Municipal Retirement Fund 102
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 102
Entropy Technologies, LP 102
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 102
Vanguard Whitehall Funds 102
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 102
Profunds - Profund Vp Banks 102
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 102
Legacy Private Trust Co. 102
Seven Eight Capital, Lp 102
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 102
Dubuque Bank & Trust Co 102
CVA Family Office, LLC 102
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 102
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 102
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 102
Cary Street Partners Financial Llc 102
AUERX - Unified Series Trust - Auer Growth Fund 102
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 101
Sherbrooke Park Advisers Llc 101
Main Street Financial Solutions, LLC 101
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 101
Absolute Return Capital, LLC 101
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 101
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 101
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 101
AMFAX - Natixis Funds Trust II - ASG Managed Futures Strategy Fund Class A 101
Zeke Capital Advisors, Llc 101
Longfellow Investment Management Co Llc 101
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 101
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 101
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 100
Vectors Research Management, LLC 100
Strategic Financial Concepts, LLC 100
Claybrook Capital, LLC 100
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 100
Fiduciary Alliance LLC 100
Transamerica Partners Funds Group 100
Transamerica Partners Funds Group Ii 100
Transamerica Partners Portfolios 100
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 100
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 100
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 100
Fsb Premier Wealth Management, Inc. 100
Smith Asset Management Group Lp 100
Connectus Wealth, LLC 100
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 100
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 100
Rosenberg Matthew Hamilton 100
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 100
Ethic Inc. 100
First Interstate Bank 100
Gryphon Financial Partners LLC 100
Cliftonlarsonallen Wealth Advisors, Llc 100
First Command Financial Services, Inc. 100
Clover Partners, L.P. 100
Smith, Moore & Co. 100
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 100
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 100
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 100
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 100
IGOV - iSHARES TRUST - iShares International Treasury Bond ETF 100
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 100
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 100
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 100
Mitsubishi UFJ Trust & Banking Corp 99
K2 Principal Fund, L.p. 99
Financial Engines Advisors L.L.C. 99
Forum Funds 99
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 99
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 99
Grove Bank & Trust 99
Barrow Hanley Mewhinney & Strauss Llc 99
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 99
Cipher Capital LP 99
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 99
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 99
HFM Investment Advisors, LLC 99
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 99
Trust Co 99
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 99
LifePlan Financial Group, Inc 99
Virtus Global Dividend & Income Fund Inc. 99
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 99
Fortis Advisors, LLC 99
Azora Capital LP 99
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 99
Mason Street Advisors, Llc 99
Confluence Wealth Services, Inc. 99
Duality Advisers, Lp 99
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 98
Miracle Mile Advisors, LLC 98
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 98
Vident Advisory, LLC 98
Fiduciary Trust Co 98
Capital One, National Association 98
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 98
Dana Investment Advisors, Inc. 98
Westport Resources Management Inc 98
Rockbridge Investment Management, LCC 98
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 98
MQS Management LLC 98
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 98
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 98
Colonial Trust Advisors 98
Bridgefront Capital, LLC 98
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 98
Carmichael Hill & Associates, Inc. 98
Matarin Capital Management, LLC 98
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 98
Armis Advisers, LLC 98
Voya Financial Advisors, Inc. 98
Robertson Stephens Wealth Management, LLC 98
Childress Capital Advisors, Llc 98
Mosaic Family Wealth, LLC 98
One Wealth Advisors, LLC 98
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 98
Calamos Advisors LLC 98
Pitcairn Co 98
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 98
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 97
First Horizon Corp 97
VSIGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Treasury Index Fund Admiral Shares 97
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 97
Caldwell Securities, Inc 97
Cambria Investment Management, L.P. 97
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 97
ACG Wealth 97
Eagle Global Advisors Llc 97
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 97
Regentatlantic Capital Llc 97
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 97
Securian Asset Management, Inc 97
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 97
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 97
Wealthfront Advisers Llc 97
ProVise Management Group, LLC 97
Denver Investment Advisors Llc 97
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 97
Hilton Capital Management, LLC 97
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 97
Eaton Vance Tax Advantaged Dividend Income Fund 97
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 97
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 97
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 97
SPTI - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Treasury ETF 97
Advisor Partners Llc 97
SCHR - SCHWAB STRATEGIC TRUST - Schwab Intermediate-Term U.S. Treasury ETF 97
Woodmont Investment Counsel Llc 97
Mesirow Financial Investment Management, Inc. 97
Doyle Wealth Management 97
RFP Financial Group LLC 97
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 97
Pinnacle Financial Partners Inc 96
Winfield Associates, Inc. 96
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 96
GABELLI & Co INVESTMENT ADVISERS, INC. 96
TGLMX - TCW FUNDS INC - TCW Total Return Bond Fund I Class 96
Essex Financial Services, Inc. 96
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 96
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 96
Greenleaf Trust 96
Zions Bancorporation 96
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 96
Nuveen Variable Rate Preferred & Income Fund 96
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 96
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 96
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 96
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 96
Clear Point Advisors Inc. 96
Orion Capital Management LLC 96
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 96
Royce Value Trust Inc 96
Twinbeech Capital Lp 96
Stifel Nicolaus & Co Inc \mo\ 96
Measured Wealth Private Client Group, LLC 96
Hanseatic Management Services Inc 96
Advisor Partners Ii, Llc 96
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 96
RPg Family Wealth Advisory, LLC 96
Mid Atlantic Financial Management Inc/adv 96
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 95
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 95
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 95
Gillson Capital LP 95
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 95
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 95
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 95
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 95
VFITX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Treasury Fund Investor Shares 95
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 95
Dakota Wealth Management 95
VCCBX - VALIC Co II - Core Bond Fund 95
Icon Wealth Partners, LLC 95
Wintrust Investments Llc 95
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 95
Tidemark, LLC 95
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 95
Truadvice, LLC 95
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 95
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 95
MUFG Securities EMEA plc 95
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 95
Financial Counselors Inc 95
tru Independence LLC 95
Heritage Wealth Advisors 95
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 95
Numerai GP LLC 94
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 94
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 94
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 94
Chevy Chase Trust Holdings, Inc. 94
Adage Capital Partners Gp, L.l.c. 94
TRANSAMERICA FUNDS - Transamerica Total Return I2 94
Betterment LLC 94
Meadow Creek Investment Management LLC 94
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 94
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 94
Sachetta, LLC 94
Bleakley Financial Group, LLC 94
VisionPoint Advisory Group, LLC 94
Ropes Wealth Advisors Llc 94
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 94
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 94
Transcend Wealth Collective, Llc 94
Merriman Wealth Management, LLC 94
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 94
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 94
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 94
Paulson Wealth Management Inc. 94
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 94
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 94
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 94
GPMFX - GPS Funds II - GuidePath(R) Managed Futures Strategy Fund Service Shares 94
Claris Advisors, Llc / Mo / 94
CNB Bank 93
Summit Wealth Partners, LLC 93
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 93
FIL Ltd 93
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 93
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 93
Alpha DNA Investment Management LLC 93
EWG Elevate Inc. 93
BBSB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF 93
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 93
Polar Asset Management Partners Inc. 93
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 93
Clear Harbor Asset Management, LLC 93
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 93
Keystone Financial Group 93
Golden State Equity Partners 93
Wasatch Advisors Inc 93
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 93
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 93
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 93
Edge Advisors, Llc 93
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 93
Intrua Financial, LLC 93
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 93
Squar Milner Financial Services Llc 93
BOK Financial Private Wealth, Inc. 93
Paces Ferry Wealth Advisors, Llc 93
Ibex Wealth Advisors 92
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 92
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 92
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 92
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 92
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 92
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 92
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 92
Keel Point, LLC 92
One Capital Management, LLC 92
Hudson Bay Capital Management LP 92
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 92
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 92
Corient Capital Partners, LLC 92
Virtus Investment Advisers, Inc. 92
LGT Financial Advisors LLC 92
Harvest Investment Services, LLC 92
First Command Bank 92
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 92
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 92
Nova Wealth Management, Inc. 92
Aveo Capital Partners, LLC 92
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 92
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 92
Dorsey & Whitney Trust CO LLC 92
XTWO - BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF 92
WealthPlan Investment Management, LLC 92
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 91
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 91
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 91
Ruggie Capital Group 91
Weiss Strategic Interval Fund 91
Parametrica Management Ltd 91
Ballentine Partners, LLC 91
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 91
Verdence Capital Advisors LLC 91
Qci Asset Management Inc/ny 91
BNP Paribas Investment Partners S.A. 91
Legg Mason Investment Counsel, LLC 91
Highline Wealth Partners Llc 91
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 91
Burt Wealth Advisors 91
Kcm Investment Advisors Llc 91
High Note Wealth, LLC 91
Forum Financial Management, LP 91
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 91
Triad Wealth Partners, LLC 91
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 91
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 91
Capital World Investors 91
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 91
Invictus RG 91
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 91
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 91
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 91
Vise Technologies, Inc. 91
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 91
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 91
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 91
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 91
Amerivest Investment Management LLC 91
Pimco Income Opportunity Fund 91
Visium Asset Management, LP 90
Axq Capital, Lp 90
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 90
Atticus Wealth Management, Llc 90
Apriem Advisors 90
PRTIX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Intermediate Fund 90
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 90
Beaird Harris Wealth Management, LLC 90
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 90
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 90
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 90
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 90
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 90
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 90
BBVA USA Bancshares, Inc. 90
RWM Asset Management, LLC 90
Beacon Financial Group 90
Clinton Group Inc 90
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 90
Cutler Capital Management, LLC 90
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 90
Stonebridge Financial Group, LLC 90
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 90
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 90
Opal Wealth Advisors, LLC 90
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 90
FNY Partners Fund LP 90
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 90
Focus Financial Network Inc /adv 90
Cigna Investments Inc /new 90
Charter Oak Capital Management, LLC 89
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 89
BlackRock Credit Strategies Fund 89
Teton Westwood Funds 89
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 89
Western Asset Investment Grade Defined Opportunity Trust Inc. 89
M&r Capital Management Inc 89
Laffer Investments 89
CFS Investment Advisory Services, LLC 89
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 89
American National Bank 89
Zurich Insurance Group Ltd/FI 89
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 89
Moloney Securities Asset Management, LLC 89
CenterStar Fund, LLC 89
Yorktown Management & Research Co Inc 89
IEI - iSHARES TRUST - iShares 3-7 Year Treasury Bond ETF 89
Thb Asset Management 89
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 89
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 89
Quantitative Investment Management, LLC 89
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 89
Ignite Planners, LLC 89
SevenBridge Financial Group, LLC 89
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 89
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 88
Verity Asset Management, Inc. 88
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 88
Harvest Fund Management Co., Ltd 88
Independence Bank of Kentucky 88
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 88
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 88
MUB - iSHARES TRUST - iShares National Muni Bond ETF 88
Insight Select Income Fund 88
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 88
Liberty Mutual Group Asset Management Inc. 88
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 88
Resources Management Corp /ct/ /adv 88
Philadelphia Financial Management of San Francisco, LLC 88
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 88
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 88
Brighton Jones Llc 88
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 88
DBLGX - DoubleLine Funds Trust - DoubleLine Global Bond Fund Class I 88
Caption Management, LLC 88
Brandywine Oak Private Wealth Llc 88
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 88
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 88
Hughes Financial Services, LLC 88
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 88
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 88
Contravisory Investment Management, Inc. 88
Integrated Investment Consultants, LLC 88
Barometer Capital Management Inc. 88
Column Capital Advisors, LLC 88
VCCCX - VALIC Co I - Capital Conservation Fund 88
Americana Partners, LLC 88
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 88
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 88
Personal Cfo Solutions, Llc 87
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 87
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 87
Parkwood LLC 87
NorthCoast Asset Management LLC 87
Whipplewood Advisors, LLC 87
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 87
Arden Trust Co 87
TFC Financial Management 87
Northwest Investment Counselors, Llc 87
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 87
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 87
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 87
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 87
Selective Wealth Management, Inc. 87
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 87
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 87
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 87
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 87
WealthTrust Fairport, LLC 87
Camelot Portfolios, LLC 87
Cherry Tree Wealth Management, LLC 86
Cookson Peirce & Co Inc 86
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 86
Capital Guardian Trust Co 86
Ambassador Advisors, LLC 86
Koch Industries Inc 86
Western Asset Income Fund 86
St Germain D J Co Inc 86
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 86
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 86
Arlington Trust Co LLC 86
1st Global Advisors, Inc. 86
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 86
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 86
Country Trust Bank 86
Exchange Capital Management, Inc. 86
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 86
Wetherby Asset Management Inc 86
Cypress Wealth Services, LLC 86
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 86
Bridgeworth, LLC 86
Financial Enhancement Group LLC 86
Kelly Financial Services LLC 86
YorkBridge Wealth Partners, LLC 86
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 86
Jain Global LLC 86
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 86
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 85
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 85
JHGIX - JOHN HANCOCK BOND TRUST - John Hancock Government Income Fund Class A 85
TCG Advisory Services, LLC 85
YHB Investment Advisors, Inc. 85
Lenox Wealth Management, Inc. 85
Stilwell Joseph 85
Dixon Hughes Goodman Wealth Advisors LLC 85
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 85
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 85
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 85
Evermay Wealth Management Llc 85
Aviva Plc 85
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 85
Piermont Capital Management LLC 85
Winton Diversified Opportunities Fund 85
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 85
City National Bank 85
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 85
WESPAC Advisors, LLC 85
Paragon Capital Management Ltd 85
Garrett Investment Advisors LLC 85
Kings Point Capital Management 85
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 85
Journey Strategic Wealth Llc 85
Private Wealth Asset Management, LLC 85
Arrow Financial Corp 85
Dunhill Financial, LLC 85
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 85
Hartford Investment Management Co 85
Mckinley Capital Management Llc /delaware 85
MBE Wealth Management, LLC 85
Keeley-Teton Advisors, LLC 85
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 85
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 84
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 84
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 84
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 84
Soros Fund Management Llc 84
Alexandria Capital, LLC 84
BBIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF 84
Global Income Builder Portfolio - Global Income Builder Portfolio 84
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 84
XONE - BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF 84
Exane Derivatives 84
I.g. Investment Management, Ltd. 84
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 84
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 84
PMC FIG Opportunities LLC 84
McKinley Carter Wealth Services, Inc. 84
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 84
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 84
XTRE - BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF 84
Daiwa Securities Group Inc. 84
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 84
BCS Wealth Management 84
Mission Wealth Management, Lp 84
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 84
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 84
Pacitti Group Inc. 84
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 84
Ten Capital Wealth Advisors, LLC 84
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 84
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 84
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 83
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 83
Northwestern Mutual Investment Management Company, Llc 83
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 83
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 83
Clarus Wealth Advisors 83
Mill Creek Capital Advisors, LLC 83
Readystate Asset Management Lp 83
Park Place Capital Corp 83
Cordasco Financial Network 83
State Of Michigan Retirement System 83
Professional Financial Advisors, LLC 83
Lion Street Advisors, LLC 83
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 83
Center for Financial Planning, Inc. 83
RVW Wealth, LLC 83
Westpac Banking Corp 83
Candriam Luxembourg S.C.A. 83
Ziegler Capital Management, LLC 83
Quest 10 Wealth Builders, Inc. 83
Pimco Dynamic Credit & Mortgage Income Fund 83
Vista Private Wealth Partners. LLC 83
My Personal CFO, LLC 83
Kessler Investment Group, LLC 83
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 83
Bellwether Investment Group, LLC 83
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 83
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 83
Chris Bulman Inc 83
Tennessee Valley Asset Management Partners 83
BKD Wealth Advisors, LLC 83
Qs Batterymarch Financial Management, Inc 83
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 83
Cadence Capital Management Llc 83
GoalVest Advisory LLC 83
Bellwether Advisors, LLC 83
Banque Pictet & Cie Sa 83
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 83
Pfs Investments Inc. 83
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 83
Bbva Usa 83
Marquette Asset Management, LLC 82
Allegis Investment Advisors, LLC 82
Madden Advisory Services, Inc. 82
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 82
Comprehensive Financial Consultants Institutional, Inc. 82
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 82
Lmcg Investments, Llc 82
Savvy Advisors, Inc. 82
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 82
Sagespring Wealth Partners, Llc 82
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 82
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 82
Boston Private Bank & Trust Co 82
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 82
Putnam Fl Investment Management Co 82
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 82
Leelyn Smith, LLC 82
Vontobel Holding Ltd. 82
Water Island Capital Llc 82
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 82
Armstrong Advisory Group, Inc 82
Pimco Corporate & Income Strategy Fund 82
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 82
Outlook Wealth Advisors, LLC 82
Pacific Ridge Capital Partners, LLC 82
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 82
Joseph P. Lucia & Associates, LLC 82
Ascent Group, LLC 82
Dean Investment Associates, Llc 82
Susquehanna Portfolio Strategies, LLC 82
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 81
Legato Capital Management LLC 81
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 81
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 81
Naples Global Advisors, Llc 81
Altus Wealth Group LLC 81
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 81
Ogorek Anthony Joseph /ny/ /adv 81
Knights of Columbus Asset Advisors LLC 81
Ativo Capital Management LLC 81
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 81
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 81
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 81
Old Second National Bank Of Aurora 81
Seidman Lawrence B 81
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 81
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 81
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 81
Clearview Wealth Advisors LLC 81
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 81
Advisors Capital Management, LLC 81
Investors Capital Advisory Services 81
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 81
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 81
Campbell Multi-strategy Trust 81
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 81
Cohen & Steers Quality Income Realty Fund Inc 81
Duncker Streett & Co Inc 81
Cohen & Steers Real Estate Opportunities & Income Fund 81
Vicus Capital 81
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 81
Pimco Income Strategy Fund Ii 81
Spectrum Management Group, LLC 80
Carlson Capital L P 80
Wedmont Private Capital 80
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 80
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 80
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 80
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 80
WFA of San Diego, LLC 80
Triumph Capital Management 80
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 80
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 80
Endurance Wealth Management, Inc. 80
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 80
NN Investment Partners Holdings N.V. 80
Aaron Wealth Advisors LLC 80
Leuthold Group, Llc 80
Trustmark National Bank Trust Department 80
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 80
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 80
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 80
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 80
Bogle Investment Management L P /de/ 80
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 80
First Foundation Advisors 80
Erste Asset Management GmbH 80
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 80
PACIFIC SELECT FUND - Core Income Portfolio Class I 80
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 80
Sage Mountain Advisors LLC 79
Manchester Financial Inc 79
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 79
AllSquare Wealth Management LLC 79
Investment Centers Of America Inc 79
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 79
Nbt Bank N A /ny 79
N.E.W. Advisory Services LLC 79
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 79
TCW ETF Trust - TCW Flexible Income ETF 79
D'Orazio & Associates, Inc. 79
BI Asset Management Fondsmaeglerselskab A/S 79
Neo Ivy Capital Management 79
Zweig-DiMenna Associates LLC 79
Standard Life Aberdeen plc 79
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 79
Gateway Advisory, LLC 79
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 79
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 79
Heck Capital Advisors, LLC 79
Homrich & Berg 79
683 Capital Management, LLC 79
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 79
MTM Investment Management, LLC 79
True Link Financial Advisors, LLC 79
Glenview Trust Co 79
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 79
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 79
Putnam Premier Income Trust 79
BlackRock Capital Allocation Trust 79
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 79
Exencial Wealth Advisors, Llc 78
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 78
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 78
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 78
American Research & Management Co. 78
Intellectus Partners, LLC 78
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 78
Gladius Capital Management LP 78
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 78
Kohmann Bosshard Financial Services, LLC 78
Oxbow Advisors, LLC 78
Capstone Series Fund Inc 78
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 78
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 78
Northwest & Ethical Investments L.P. 78
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 78
Waratah Capital Advisors Ltd. 78
Munder Capital Management 78
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 78
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 78
Capital A Wealth Management, LLC 78
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 78
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 78
Security National Trust Co 78
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 78
John Hancock Premium Dividend Fund 78
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 78
CWA Asset Management Group, LLC 78
Strategic Asset Management, LLC 78
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 78
Absolute Capital Management, LLC 78
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 78
North Reef Capital Management LP 78
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 78
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 78
Fort Washington Investment Advisors Inc /oh/ 78
Patriot Investment Management Inc. 78
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 78
Insigneo Advisory Services, Llc 78
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 78
Element Capital Management Llc 78
Cooper Financial Group 78
Cahill Financial Advisors Inc 77
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 77
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 77
Tyers Asset Management LLC 77
Beacon Financial Advisory LLC 77
Hoxton Financial, Inc. 77
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 77
Thompson Investment Management, Inc. 77
Transform Wealth, LLC 77
Crews Bank & Trust 77
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 77
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 77
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 77
Syverson Strege & Co 77
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 77
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 77
SVPIX - Profunds - Small-cap Value Profund Investor Class 77
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 77
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 77
Signal Advisors Wealth, LLC 77
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 77
Profunds - Profund Vp Small-cap Value 77
Register Financial Advisors LLC 77
Gwn Securities Inc. 77
Capital Research Global Investors 77
Great Diamond Partners, LLC 77
Formidable Asset Management, LLC 77
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 77
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 77
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 77
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 77
Retirement Systems of Alabama 77
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 77
Worth Asset Management, LLC 77
Virtus Global Multi-sector Income Fund 77
Price Michael F 77
Personal Wealth Partners 77
Gator Capital Management, LLC 77
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 77
BCJ Capital Management, LLC 77
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 77
New Mexico Educational Retirement Board 77
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 77
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 77
Lake Point Wealth Management 77
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 77
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 77
PRW Wealth Management LLC 77
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 76
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 76
Pallas Capital Advisors LLC 76
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 76
Nvwm, Llc 76
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 76
Winch Advisory Services, LLC 76
Joel Isaacson & Co., LLC 76
Meitav Dash Investments Ltd 76
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 76
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 76
Insight Advisors, LLC/ PA 76
Peregrine Capital Management Llc 76
Santori & Peters, Inc. 76
DB Wealth Management Group, LLC 76
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 76
InterOcean Capital Group, LLC 76
Mark Sheptoff Financial Planning, Llc 76
RMR Wealth Builders 76
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 76
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 76
Northwest Wealth Management, Llc 76
Chilton Capital Management Llc 76
Western Asset Global Corporate Defined Opportunity Fund Inc. 76
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 76
TBLL - Invesco Exchange-Traded Fund Trust II - Invesco Treasury Collateral ETF 76
Chartwell Investment Partners, Llc 76
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 76
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 76
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 76
Trust Department Mb Financial Bank N A 76
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 76
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 75
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 75
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 75
Ford Financial Group, LLC 75
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 75
TAP Consulting, LLC 75
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 75
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 75
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 75
Allstate Corp 75
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 75
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 75
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 75
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 75
Tiaa, Fsb 75
Legacy Advisors, LLC 75
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 75
Garrett Wealth Advisory Group, LLC 75
Thomas White International Ltd 75
Lynx Investment Advisory 75
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 75
Aviance Capital Management, Llc 75
Perkins Investment Management, LLC 75
Forest Hill Capital, LLC 75
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 75
TFO USA Ltd 75
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 75
Index Management Solutions, LLC 75
Klingman & Associates, LLC 75
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 75
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 75
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 75
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 75
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 75
Agf Investments Inc. 75
DEED - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Securitized Plus ETF 75
IFC Holdings Incorporated/FL 75
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 75
Capula Management Ltd 75
Hayden Royal, Llc 75
Signature Securities Group Corporation 75
Herold Advisors, Inc. 75
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 75
Romano Brothers And Company 75
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 75
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 75
Cassady Schiller Wealth Management, LLC 75
John Hancock Tax-advantaged Dividend Income Fund 75
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 75
Secure Asset Management, LLC 75
River Wealth Advisors LLC 75
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 75
Gierl Augustine Investment Management Inc 75
Fortis Capital Advisors, LLC 74
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 74
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 74
Hanson & Doremus Investment Management 74
Kavar Capital Partners, LLC 74
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 74
Elite Wealth Management, Inc. 74
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 74
Mayflower Financial Advisors, LLC 74
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 74
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 74
Beacon Capital Management, Inc. 74
Frontier Wealth Management LLC 74
CenterStar Asset Management, LLC 74
Dfpg Investments, Llc 74
ARGI Investment Services, LLC 74
Waddell & Reed Financial Inc 74
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 74
Kms Financial Services, Inc 74
Tcg Advisors, Lp 74
Kalos Management, Inc. 74
Highland Capital Management Lp 74
VestGen Advisors, LLC 74
Commonwealth Financial Services, LLC 74
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 74
BSW Wealth Partners 74
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 74
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 74
Prosperity Consulting Group, LLC 74
Avalon Advisors, Llc 74
Diligent Investors, LLC 74
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 74
Fragasso Group Inc. 74
Capital Financial Planning, LLC 74
Steel Peak Wealth Management LLC 74
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 74
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 74
Fifth Third Securities, Inc. 74
Brewin Dolphin Ltd 74
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 74
Sterling Investment Advisors, Ltd. 74
Clearwater Capital Advisors, LLC 74
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 74
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 73
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 73
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 73
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 73
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 73
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 73
FGOVX - FIDELITY INCOME FUND /MA/ - Fidelity Government Income Fund 73
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 73
NOUGX - Northern Funds - Northern U.s. Government Fund 73
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 73
VitalStone Financial, LLC 73
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 73
Ashton Thomas Securities, Llc 73
Mcdonald Partners Llc 73
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 73
Barrett & Company, Inc. 73
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 73
Banque Cantonale Vaudoise 73
Psagot Value Holdings Ltd. / (Israel) 73
Heritage Trust Co 73
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 73
City State Bank 73
Qrg Capital Management, Inc. 73
Harbour Capital Advisors, LLC 73
Gendell Jeffrey L 73
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 73
West Paces Advisors Inc. 73
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 73
Courier Capital Llc 73
OTA Financial Group L.P. 73
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 73
Black Maple Capital Management LP 73
Cary Street Partners Asset Management Llc 73
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 73
Albion Financial Group /ut 73
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 73
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 73
Pinnacle Summer Investments, Inc. 73
PFG Private Wealth Management, LLC 73
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 73
Northpointe Capital Llc 73
Whitnell & Co. 73
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 73
Highland Capital Management Fund Advisors, L.p. 72
Caisse De Depot Et Placement Du Quebec 72
Tanglewood Legacy Advisors, LLC 72
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 72
Beaumont Financial Partners, LLC 72
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 72
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 72
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 72
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 72
Park National Corp /oh/ 72
Operose Advisors LLC 72
Gateway Wealth Partners, LLC 72
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF 72
Logan Capital Management Inc 72
Sumitomo Mitsui Trust Holdings, Inc. 72
Opus Capital Group, LLC 72
Stonebridge Financial Planning Group, LLC 72
First National Trust Co 72
Frazier Financial Advisors, LLC 72
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 72
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 72
Caitlin John, LLC 72
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 72
Rothschild Investment Corp /il 72
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 72
Interchange Capital Partners, LLC 72
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 72
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 72
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 72
RiverFront Investment Group, LLC 72
AlphaOne Investment Services, LLC 72
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 72
Western Asset Premier Bond Fund 72
IMG Wealth Management, Inc. 71
American Capital Advisory, LLC 71
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 71
Onyx Bridge Wealth Group LLC 71
Pimco Income Strategy Fund 71
Shepherd Kaplan Krochuk, Llc 71
Clough Global Dividend & Income Fund 71
South Dakota Investment Council 71
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 71
BlackRock ESG Capital Allocation Trust 71
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 71
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 71
Nuveen Tax Advantaged Total Return Strategy Fund 71
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 71
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 71
Axiom Investment Management LLC 71
Retirement Planning Co of New England, Inc. 71
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 71
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 71
AMG National Trust Bank 71
Keystone Wealth Services, LLC 71
Crestline Management, LP 71
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 71
Girard Partners Ltd. 71
Fulcrum Equity Management 71
Mainstay Capital Management Llc /adv 71
ZPR Investment Management 71
Legacy Wealth Managment, LLC/ID 71
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 71
Pinkerton Retirement Specialists, LLC 71
Tcw Group Inc 71
Alpha Windward Llc 71
Enlightenment Research, LLC 71
Hanlon Investment Management, Inc. 71
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 71
First PREMIER Bank 71
Evolution Wealth Advisors, LLC 71
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 71
Old Mutual Global Investors (UK) Ltd. 70
Red Tortoise LLC 70
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 70
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 70
Shapiro Robert N 70
Pimco Strategic Income Fund, Inc 70
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 70
Cpwm, Llc 70
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 70
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 70
Algebris (uk) Ltd 70
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 70
CSat Investment Advisory, L.P. 70
Wakefield Asset Management LLLP 70
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 70
G&S Capital LLC 70
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 70
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 70
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 70
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 70
Wealth Alliance 70
VCIFX - VALIC Co I - International Government Bond Fund 70
Telemus Capital, Llc 70
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 70
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 70
Janus Capital Management Llc 70
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 70
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 70
Navellier & Associates Inc 70
Iron Horse Wealth Management, LLC 70
Relative Value Partners Group, LLC 70
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 70
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 70
Moore Capital Management, Lp 70
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 70
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 70
Adirondack Trust Co 70
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 70
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 70
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 70
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 70
Evolution Wealth Management Inc. 70
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 69
Planned Solutions, Inc. 69
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 69
Samalin Investment Counsel, LLC 69
Truewealth Llc 69
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class 69
Symmetry Partners, LLC 69
Sheaff Brock Investment Advisors, LLC 69
Turner Investments, L.p. 69
WSGIX - WELLS FARGO FUNDS TRUST - Wells Fargo Short Duration Government Bond Fund Institutional Class 69
Segment Wealth Management, LLC 69
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 69
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 69
Nemes Rush Group LLC 69
Koss-Olinger Consulting, LLC 69
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 69
Voisard Asset Management Group, Inc. 69
Peapack Gladstone Financial Corp 69
Tiedemann Advisors, Llc 69
Hobbs Group Advisors, LLC 69
Better Money Decisions, LLC 69
Resonant Capital Advisors, LLC 69
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 69
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 69
Sit Investment Associates Inc 69
Regent Peak Wealth Advisors LLC 69
Utah Retirement Systems 69
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 69
PFS Partners, LLC 69
Wetzel Investment Advisors, Inc. 69
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 69
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 69
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 69
Safeguard Investment Advisory Group, LLC 69
Arden Investment Series Trust 69
Ridgewood Investments LLC 69
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 69
Corton Capital Inc. 68
Bank Julius Baer & Co. Ltd, Zurich 68
FSTGX - FIDELITY INCOME FUND /MA/ - Fidelity Intermediate Government Income Fund 68
Pittenger & Anderson Inc 68
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 68
Meritage Portfolio Management 68
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 68
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 68
XAOHX - NORTH CAROLINA CAPITAL MANAGEMENT TRUST - Term Portfolio 68
PIMCO FUNDS - PIMCO Short-Term Portfolio 68
Burney Co/ 68
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 68
CBIZ Investment Advisory Services, LLC 68
SignalPoint Asset Management, LLC 68
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 68
Shine Investment Advisory Services Inc 68
Cohen & Steers Total Return Realty Fund Inc 68
Noble Wealth Management PBC 68
Flaharty Asset Management, LLC 68
Harvest Capital Strategies LLC 68
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 68
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 68
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 68
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 68
Putnam Master Intermediate Income Trust 68
Wayfinding Financial, LLC 68
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 68
TCTC Holdings, LLC 68
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 68
Maverick Capital Ltd 68
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 68
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 68
TWUSX - American Century Government Income Trust - Short-term Government Fund Investor Class 68
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 68
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 68
Mascagni Wealth Management, Inc. 68
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 68
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 68
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 68
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 68
Algebris Investments (UK) LLP 68
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 68
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 68
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 67
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 67
High Net Worth Advisory Group LLC 67
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 67
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 67
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 67
John Hancock Hedged Equity & Income Fund 67
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 67
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 67
Chesley Taft & Associates LLC 67
SGPIX - Profunds - Small-cap Growth Profund Investor Class 67
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 67
Stone House Investment Management, LLC 67
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 67
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 67
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 67
First National Corp /ma/ /adv 67
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 67
American Trust 67
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 67
Millstone Evans Group, LLC 67
NatWest Group plc 67
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 67
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 67
Northwest Financial Advisors 67
Sageworth Trust Co of South Dakota 67
Choate Investment Advisors 67
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 67
Bouchey Financial Group Ltd 67
Oberweis Asset Management Inc/ 67
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 67
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 67
UYG - PROSHARES TRUST - ProShares Ultra Financials 67
Advocacy Wealth Management Services, LLC 67
IYF - iSHARES TRUST - iShares U.S. Financials ETF 67
Allegheny Financial Group LTD 67
SLIM - Janus Detroit Street Trust - The Obesity ETF 67
Annapolis Financial Services, LLC 67
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 67
Pimco High Income Fund 67
Sovran Advisors, LLC 67
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 67
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 67
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 67
Pineridge Advisors LLC 67
Callan Family Office, LLC 67
Neuburgh Advisers LLC 67
RBF Capital, LLC 67
MBOVX - M FUND INC - M Large Cap Value Fund 67
Profunds - Profund Vp Financials 67
Semmax Financial Advisors Inc. 66
Elevated Capital Advisors, LLC 66
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 66
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 66
NorthCrest Asset Manangement, LLC 66
Maltin Wealth Management, Inc. 66
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 66
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 66
Ballew Advisors, Inc 66
Authentikos Wealth Advisory, LLC 66
Sierra Ocean, Llc 66
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 66
Crestwood Advisors Group LLC 66
Hartford Series Fund Inc 66
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 66
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 66
Hirtle Callaghan & Co LLC 66
FFXSX - FIDELITY ADVISOR SERIES IV - Fidelity Limited Term Government Fund 66
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 66
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 66
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 66
Flinton Capital Management LLC 66
Providence Capital Advisors, LLC 66
MML Series Investment Fund II - MML Blend Fund Initial Class 66
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 66
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 66
Consolidated Portfolio Review Corp 66
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 66
Oarsman Capital, Inc. 66
Raffles Associates Lp 66
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 66
Brookfield Asset Management Inc. 66
Altium Wealth Management LLC 66
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 66
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 66
1620 Investment Advisors, Inc. 66
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 66
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 66
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 66
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 66
Rockefeller Financial Services Inc 66
Aspect Partners, LLC 66
Mpwm Advisory Solutions, Llc 66
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 66
Oppenheimer & Close, LLC 66
Hexavest Inc. 66
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 66
Virginia Retirement System 66
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 66
Profunds - Profund Vp Small-cap Growth 66
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 66
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 65
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 65
Peak6 Llc 65
Heartland Advisors Inc 65
Sun Life Financial Inc 65
Semanteon Capital Management, LP 65
Tiaa Trust, National Association 65
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 65
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 65
West Tower Group, LLC 65
ISAM Funds (UK) Ltd 65
Icon Wealth Advisors, LLC 65
Drive Wealth Management, Llc 65
Keeley Asset Management Corp 65
Roble, Belko & Company, Inc 65
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 65
Bradley & Co. Private Wealth Management, LLC 65
QCM Cayman, Ltd. 65
Bellevue Asset Management, Llc 65
Waldron Private Wealth LLC 65
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 65
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 65
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 65
Cowen Group, Inc. 65
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 65
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 65
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 65
Arlington Capital Management, Inc. 65
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 65
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 65
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 65
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 65
AGF Investments LLC 65
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 65
SpiderRock Advisors, LLC 65
Vivaldi Capital Management, LLC 65
Mountain Capital Investment Advisors, Inc 65
KCS Wealth Advisory 65
NEFLX - LOOMIS SAYLES FUNDS II - Loomis Sayles Limited Term Government and Agency Fund Class A 65
Nuveen Tax-advantaged Dividend Growth Fund 65
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 65
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 65
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 65
Sound View Wealth Advisors Group, LLC 65
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 65
Bell Rock Capital Llc 65
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 65
Clough Global Opportunities Fund 65
Scarborough Advisors, LLC 64
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 64
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 64
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 64
Cyndeo Wealth Partners, LLC 64
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 64
STXK - EA Series Trust - Strive Small-Cap ETF 64
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 64
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 64
Connable Office Inc 64
First Financial Corp /in/ 64
Barnett & Company, Inc. 64
VGLSX - VALIC Co I - Global Strategy Fund 64
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 64
Castle Rock Wealth Management, LLC 64
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 64
Cantab Capital Partners LLP 64
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 64
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 64
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 64
Old North State Trust, LLC 64
Redwood Wealth Management Group, LLC 64
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 64
Summit Financial, LLC 64
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 64
Fred Alger Management, Llc 64
Mattson Financial Services, LLC 64
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 64
Winnow Wealth Llc 64
Premia Global Advisors, Llc 64
Whitener Capital Management, Inc. 64
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 64
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 64
Hallmark Capital Management Inc 64
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 64
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 64
Allred Capital Management, LLC 64
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 64
Miles Capital, Inc. 64
Aurora Private Wealth, Inc. 64
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 64
Dean Capital Management 64
MARSHALL WACE ASIA Ltd 64
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 64
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 63
O'Dell Group, LLC 63
Kiley Juergens Wealth Management, Llc 63
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 63
First Bank & Trust 63
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 63
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 63
Patriot Financial Partners Gp, Lp 63
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 63
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 63
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 63
Hartford Financial Management Inc. 63
Norden Group Llc 63
Second Curve Capital Llc 63
Per Stirling Capital Management, LLC. 63
Capital Advisors Inc/ok 63
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 63
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 63
Legacy Investment Solutions, LLC 63
Reuter James Wealth Management, Llc 63
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 63
Delaware Enhanced Global Dividend & Income Fund 63
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 63
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 63
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 63
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 63
Sepio Capital, LP 63
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 63
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 63
Apella Capital, LLC 63
T. Rowe Price Investment Management, Inc. 63
Minerva Advisors LLC 63
HighPoint Advisor Group LLC 63
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 63
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 63
Texas Yale Capital Corp. 63
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 63
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 63
First New York Securities Llc /ny 63
Windsor Capital Management, LLC 63
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 63
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 63
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 63
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 63
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 63
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 63
Walthausen & Co., LLC 63
LVZ Advisors, Inc. 63
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 63
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 63
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 63
JBF Capital, Inc. 63
CETF - DriveWealth ETF Trust - DriveWealth ICE 100 Index ETF 63
Equitable Trust Co 63
Investment Counselors Of Maryland Llc 63
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 63
Capital International Investors 62
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 62
Boston Trust Walden Corp 62
Waterloo Capital, L.P. 62
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 62
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 62
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 62
Wealthgarden F.s. Llc 62
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 62
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 62
Inscription Capital, LLC 62
Rotella Capital Management, Inc. 62
Legacy Capital Group California, Inc. 62
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 62
Greenwood Capital Associates Llc 62
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 62
Byrne Asset Management LLC 62
Estabrook Capital Management 62
Washington Trust Advisors, Inc. 62
Comerica Securities Inc 62
WELLS FARGO MASTER TRUST - Wells Fargo Strategic Retirement Bond Portfolio 62
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 62
Investment Partners, Ltd. 62
Pacific Sun Financial Corp 62
First American Bank 62
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 62
ULTRA SERIES FUND - Core Bond Fund Class I 62
Fidelis Capital Partners, LLC 62
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF 62
Telemetry Investments, L.L.C. 62
Pin Oak Investment Advisors Inc 62
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 62
Santa Fe Partners LLC 62
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 62
Leo Wealth, LLC 62
Arcadia Investment Management Corp/mi 62
Kapitalo Investimentos Ltda 62
Berger Financial Group, Inc 62
Farmers & Merchants Trust Co of Chambersburg PA 62
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 62
Alpenglow Capital LP 62
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 62
Creative Capital Management Investments LLC 61
Concorde Asset Management, LLC 61
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 61
Hilltop National Bank 61
Pacifica Partners Inc. 61
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 61
Aspiriant, Llc 61
FIGKX - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 2-5 YEARS Class R Shares 61
Sax Wealth Advisors, Llc 61
Fca Corp /tx 61
Oder Investment Management, LLC 61
McMahon Financial Advisors, LLC 61
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 61
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 61
F3Logic, LLC 61
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 61
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 61
Baltimore-Washington Financial Advisors, Inc. 61
Etf Managers Group, Llc 61
WealthStone, Inc. 61
Polaris Wealth Advisory Group, LLC 61
Omnia Family Wealth, LLC 61
Lake Street Advisors Group, Llc 61
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 61
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 61
WealthTrust-Arizona, LLC 61
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 61
Intercontinental Wealth Advisors, LLC 61
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 61
Global X Management CO LLC 61
Shufro Rose & Co Llc 61
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 61
Halbert Hargrove Global Advisors, Llc 61
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 61
ULTRA SERIES FUND - Diversified Income Fund Class I 61
ISHG - iSHARES TRUST - iShares 1-3 Year International Treasury Bond ETF 61
Marino, Stram & Associates Llc 61
Richard W. Paul & Associates, LLC 61
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 61
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 61
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 61
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 61
Carmel Capital Partners, LLC 61
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 61
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 61
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 61
Aprio Wealth Management, LLC 61
Gideon Capital Advisors, Inc. 61
Amplius Wealth Advisors, LLC 60
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 60
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 60
IBM Retirement Fund 60
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 60
SYM FINANCIAL Corp 60
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 60
BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF 60
Altfest L J & Co Inc 60
Cozad Asset Management Inc 60
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 60
Dearborn Partners Llc 60
BFIX - Build Funds Trust - Build Bond Innovation ETF 60
Nuveen Global High Income Fund 60
Linscomb & Williams, Inc. 60
Capital Advisory Group Advisory Services, LLC 60
Richardson Financial Services Inc. 60
Bridgewater Associates, LP 60
Biltmore Capital Advisors LLC 60
Kilter Group LLC 60
Ulysses Management LLC 60
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 60
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 60
Founders Capital Management 60
Legacy Financial Group LLC 60
SkyView Investment Advisors, LLC 60
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 60
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 60
Howard Wealth Management, Llc 60
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 60
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 60
NSIUX - Northern Funds - Northern Short-intermediate U.s. Government Fund 60
Blackrock Multi-sector Opportunities Trust 60
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 60
Legacy Capital Wealth Partners, LLC 60
Bfsg, Llc 60
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares 60
New Millennium Group LLC 60
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 59
Weaver C. Barksdale & Associates, Inc. 59
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 59
Roosevelt Investment Group Llc 59
Western Asset Global High Income Fund Inc. 59
Lantz Financial LLC 59
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 59
Abich Financial Wealth Management LLC 59
Brandes Investment Partners, Lp 59
Graves-Light Private Wealth Management, Inc. 59
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 59
Scientech Research LLC 59
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 59
Columbia Partners L L C Investment Management 59
Zullo Investment Group, Inc. 59
Masso Torrence Wealth Management Inc. 59
Financial Perspectives, Inc 59
Geneva Advisors, LLC 59
Centerpoint Advisors, LLC 59
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 59
Arbiter Partners Capital Management LLC 59
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 59
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 59
Corrado Advisors, Llc 59
Delaware Vip Trust - Delaware Vip Value Series Standard Class 59
First City Capital Management, Inc. 59
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 59
Retirement Planning Group 59
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 59
NJ State Employees Deferred Compensation Plan 59
Baker Tilly Financial, Llc 59
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 59
Blackrock Debt Strategies Fund, Inc. 59
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 59
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 59
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 59
Haverford Trust Co 59
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 59
Holloway Wealth Management, LLC 59
Palladium Partners Llc 59
Walkner Condon Financial Advisors LLC 59
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 59
Maple Securities Usa Inc 59
Dividend Asset Capital, Llc 59
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 59
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 59
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 59
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 59
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 59
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 59
Pekin Hardy Strauss, Inc. 59
Great Lakes Retirement, Inc. 59
Capital Wealth Alliance, LLC 59
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 59
Conning Inc. 59
Anchor Capital Advisors Llc 59
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 59
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 59
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 59
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 59
Evanson Asset Management, LLC 59
Integral Derivatives, LLC 59
Banco Santander, S.A. 59
Novem Group 59
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 59
Summit Financial Wealth Advisors, LLC 59
Kiker Wealth Management, LLC 58
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 58
Reliance Trust Co Of Delaware 58
Cohen & Steers, Inc. 58
Redwood Investment Management, Llc 58
SummerHaven Investment Management, LLC 58
Bullseye Investment Management, LLC 58
Headinvest, Llc 58
EMC Capital Management 58
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 58
WealthTrak Capital Management LLC 58
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 58
Congress Asset Management Co /ma 58
Diametric Capital, LP 58
Thomas J. Herzfeld Advisors, Inc. 58
Curi Wealth Management, LLC 58
Decker Retirement Planning Inc. 58
Strategic Investment Solutions, Inc. /IL 58
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 58
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 58
Nfj Investment Group, Llc 58
Fermata Advisors, LLC 58
Cramer Rosenthal Mcglynn Llc 58
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 58
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 58
Willingdon Wealth Management 58
Mfs Intermediate Income Trust 58
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 58
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 58
Antonetti Capital Management LLC 58
Hussman Strategic Advisors, Inc. 58
Next Capital Management LLC 58
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 58
Artemis Investment Management LLP 58
Fort Point Capital Partners LLC 58
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 58
Folger Hill Asset Management LP 58
Actinver Wealth Management, Inc. 58
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 58
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 58
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 58
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 58
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 58
Oppenheimer Variable Account Funds 58
Nuveen S&p 500 Dynamic Overwrite Fund 58
Sage Capital Advisors,llc 58
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 58
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 58
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 58
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 58
Ategra Capital Management, LLC 58
Crabel Capital Management, LLC 58
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 58
Sequent Planning LLC 58
Nalls Sherbakoff Group, Llc 58
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 57
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 57
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 57
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF 57
TWSGX - Northern Lights Fund Trust - TransWestern Institutional Short Duration Government Bond Fund 57
Decade Capital Management Llc 57
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 57
FSA Wealth Management LLC 57
Spot Trading L.l.c. 57
Alaska Permanent Fund Corp 57
Meridian Wealth Advisors, LLC 57
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 57
Dogwood Wealth Management LLC 57
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 57
Cim Investment Mangement Inc 57
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 57
Central Pacific Bank - Trust Division 57
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 57
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 57
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 57
Friedenthal Financial 57
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 57
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 57
Fortis Group Advisors, LLC 57
Rowland Carmichael Advisors Inc /adv 57
Berkley W R Corp 57
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 57
Wealth Advisory Solutions, LLC 57
Quaker Wealth Management, LLC 57
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 57
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 57
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 57
Epoch Investment Partners, Inc. 57
Hills Bank & Trust Co 57
Us Financial Advisors, Llc 57
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 57
Lowe Wealth Advisors, LLC 57
McElhenny Sheffield Capital Management, LLC 57
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 57
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 57
Iowa State Bank 57
BKM Wealth Management, LLC 57
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 57
United Community Bank 57
Intrust Bank Na 57
Integrity Alliance, Llc. 57
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 57
Fulton Bank, N.a. 57
Signition Lp 57
Monashee Investment Management LLC 57
Kassirer Asset Management Corp 57
Bruderman Asset Management, LLC 57
West Branch Capital LLC 57
Maia Wealth LLC 57
Synergy Investment Management, LLC 57
Essex Savings Bank 57
Gallagher Fiduciary Advisors, LLC 57
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 57
Mraz, Amerine & Associates, Inc. 57
Ronald Blue & Co Llc 57
Treasurer of the State of North Carolina 57
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 57
HighMark Wealth Management LLC 57
Pendal Group Ltd 57
Lansing Street Advisors 56
West Family Investments, Inc. 56
Clarius Group, LLC 56
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 56
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 56
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 56
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 56
PENN SERIES FUNDS INC - Small Cap Value Fund 56
Man Investments Ltd 56
Livforsakringsbolaget Skandia, Omsesidigt 56
PrairieView Partners, LLC 56
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 56
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 56
Alpha Cubed Investments, LLC 56
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 56
Patton Albertson Miller Group, Llc 56
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 56
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 56
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 56
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 56
American Financial Network Advisory Services Llc 56
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 56
Sumitomo Mitsui DS Asset Management Company, Ltd 56
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 56
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 56
Six Circles Trust - Six Circles Tax Aware Bond Fund 56
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 56
Future Financial Wealth Managment LLC 56
CBOE Vest Financial, LLC 56
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 56
Encompass Wealth Advisors, Llc 56
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 56
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 56
Able Wealth Management LLC 56
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 56
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 56
SRTTX - SMA RELATIONSHIP TRUST - Series T 56
Rossmore Private Capital 56
WMG Financial Advisors, LLC 56
Win Advisors, Inc 56
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 56
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 56
Pimco Flexible Credit Income Fund 56
Principle Wealth Partners Llc 56
Baldrige Asset Management LLC 56
DAACX - Adviser Managed Trust - Diversified Equity Fund 56
Elmwood Wealth Management, Inc. 56
Castle Wealth Management Llc 56
XFIV - BondBloxx ETF Trust - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 56
SYSTM Wealth Solutions LLC 56
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 56
Global X Funds 56
Safeguard Financial, LLC 55
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 55
Mizuho Trust & Banking Co., Ltd. 55
Foster & Motley Inc 55
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 55
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 55
Phillips Financial Management, Llc 55
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 55
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 55
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 55
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 55
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 55
Hoey Investments, Inc 55
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 55
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 55
1st Source Bank 55
Breakwater Capital Group 55
First Midwest Bank Trust Division 55
Element Wealth, LLC 55
Ckw Financial Group 55
Mizuho Securities Usa Llc 55
Bank of New Hampshire 55
WESPAC Advisors SoCal, LLC 55
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 55
McGlone Suttner Wealth Management, Inc. 55
Mid Continent Capital Llc/il 55
Ethos Financial Group, LLC 55
Edge Capital Group, LLC 55
Human Investing LLC 55
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 55
Cutter & CO Brokerage, Inc. 55
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 55
Farmers National Bank 55
Iat Reinsurance Co Ltd. 55
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 55
PDS Planning, Inc 55
Spring Creek Capital Llc 55
Parcion Private Wealth LLC 55
CRA Financial Services, LLC 55
SG3 Management, LLC 55
Oliver Luxxe Assets LLC 55
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 55
Global Assets Advisory, LLC 55
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 55
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 55
IXG - iSHARES TRUST - iShares Global Financials ETF 55
Straight Path Wealth Management 55
Solaris Asset Management Llc 55
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 55
Harbor Advisors LLC 55
Cerebellum GP, LLC 55
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 55
Hoover Financial Advisors, Inc. 55
Zrc Wealth Management, Llc 55
Tdam Usa Inc. 55
Allen Capital Group, LLC 55
Crow Point Partners, LLC 55
Bradley Foster & Sargent Inc/ct 55
Kwmg, Llc 55
New Age Alpha Advisors, LLC 55
M&g Investment Management Ltd 55
Nilsine Partners, LLC 55
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 55
Morton Brown Family Wealth, LLC 55
GFS Advisors, LLC 55
Advent Capital Management /de/ 55
Beck Capital Management, Llc 55
Munder Series Trust 55
GLG Partners LP 55
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 55
Arcus Capital Partners, LLC 55
Ferris Capital, Llc 55
Guidance Point Advisors, LLC 55
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 55
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 55
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 54
Braun-Bostich & Associates Inc. 54
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 54
Oxler Private Wealth LLC 54
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 54
Schechter Investment Advisors, LLC 54
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 54
APBAX - Cavanal Hill Funds - Active Core Fund Investor 54
Morningstar Investment Services LLC 54
AHIVX - American Century Investment Trust - High Income Fund Investor Class 54
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 54
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 54
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 54
Prentiss Smith & Co Inc 54
QGMIX - AQR Funds - AQR Global Macro Fund Class I 54
6 Meridian 54
LM Advisors LLC 54
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 54
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 54
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 54
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 54
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 54
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 54
Personal Capital Advisors Corp 54
Valtinson Bruner Financial Planning LLC 54
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 54
Western Asset Variable Rate Strategic Fund Inc. 54
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 54
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 54
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 54
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 54
Crescent Capital Consulting, LLC 54
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 54
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 54
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 54
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 54
SpiderRock Trading LLC 54
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 54
Parsons Capital Management Inc/ri 54
Monument Capital Management 54
Cypress Capital Management LLC (WY) 54
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 54
Bray Capital Advisors 54
Biltmore Family Office, LLC 54
Perennial Investment Advisors, LLC 54
Laurel Wealth Planning LLC 54
Valued Wealth Advisors LLC 54
Pimco Global Stocksplus & Income Fund 54
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 54
Engrave Wealth Partners LLC 54
Genesis Wealth Advisors, LLC 54
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 54
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 54
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 54
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 54
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 54
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 54
PCA Investment Advisory Services Inc. 54
Bangor Savings Bank 54
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 54
Alpha Omega Wealth Management LLC 54
Guggenheim Strategic Opportunities Fund 54
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 54
Garden State Investment Advisory Services LLC 54
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 54
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 54
IWB - iSHARES TRUST - iShares Russell 1000 ETF 54
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 54
Godsey & Gibb Associates 54
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 54
Vima Llc 53
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 53
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 53
Western Asset High Income Fund Ii Inc. 53
Atlas Private Wealth Management 53
New Wave Wealth Advisors Llc 53
Jpmorgan Trust Iii 53
Vaughan Nelson Investment Management, L.p. 53
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 53
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 53
Spinnaker Trust 53
Daymark Wealth Partners, Llc 53
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 53
ERn Financial, LLC 53
Brown, Lisle/cummings, Inc. 53
Icon Advisers Inc/co 53
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 53
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 53
Oxford Financial Group Ltd 53
First National Bank Of Omaha 53
Montecito Bank & Trust 53
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 53
Pathway Financial Advisors LLC 53
PLVLX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS EMG Fund Institutional Class 53
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 53
FSSWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Treasury Bond Index Fund 53
Howland Capital Management Llc 53
DC Investments Management, LLC 53
Cca Investments Trust 53
Highland Capital Management, Llc 53
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 53
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 53
Virtus ETF Advisers LLC 53
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 53
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 53
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 53
First Pacific Financial 53
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 53
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 53
Peoples Financial Services Corp. 53
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 53
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 53
Calamos Global Dynamic Income Fund 53
DLD Asset Management, LP 53
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 53
Perkins Coie Trust Co 53
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 53
Fma Advisory Inc 53
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 53
Affinity Investment Advisors, Llc 53
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 53
Central Bank & Trust Co 53
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 53
Voya Global Advantage & Premium Opportunity Fund 53
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 53
JTHIX - James Alpha Funds Trust - James Alpha Total Hedge Portfolio Class I 53
Cardan Capital Partners, LLC 53
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 53
Fourth Dimension Wealth, LLC 53
Prentice Wealth Management LLC 53
Pine Valley Investments Ltd Liability Co 53
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 53
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 53
Corbenic Partners LLC 53
Oakbrook Investments Llc 53
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 53
FTRGX - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND - FEDERATED TOTAL RETURN GOVERNMENT BOND FUND Institutional Shares 53
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 53
Astoria Portfolio Advisors LLC. 52
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 52
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 52
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 52
Provenance Wealth Advisors, LLC 52
Bank Of Hawaii 52
Entrustpermal Partners Offshore Lp 52
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 52
Private Capital Management Llc 52
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 52
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 52
McClarren Financial Advisors, Inc. 52
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 52
SPC Financial, Inc. 52
Continental Advisors Llc 52
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 52
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 52
Cromwell Holdings LLC 52
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 52
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 52
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 52
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 52
Busey Wealth Management 52
Fusion Family Wealth LLC 52
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 52
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 52
ORG Wealth Partners, LLC 52
Principia Wealth Advisory, LLC 52
Syon Capital Llc 52
Laidlaw Wealth Management LLC 52
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 52
Summit X, LLC 52
Centennial Wealth Advisory LLC 52
WMS Partners, LLC 52
Seawolf Capital, LLC 52
Payden & Rygel 52
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 52
Polaris Capital Management, LLC 52
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 52
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 52
Cortina Asset Management, LLC 52
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 52
Curian Capital Llc 52
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 52
Ionic Capital Management LLC 52
Krane Funds Advisors LLC 52
TFB Advisors LLC 52
LBA Wealth Management, LLC 52
Rockland Trust Co 52
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional 52
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 52
Private Capital Management, LLC 52
Orrstown Financial Services Inc 52
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 52
PCG Wealth Advisors, LLC 52
DT Investment Partners, LLC 52
Dalton Greiner Hartman Maher & Co 52
Natixis Investment Managers International 52
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 52
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 52
Stokes Family Office, LLC 52
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 52
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 52
JDM Financial Group LLC 52
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 52
Estate Counselors, LLC 52
FUAMX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Treasury Bond Index Fund 52
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 52
Northwest Capital Management Inc 52
Qtron Investments LLC 52
POM Investment Strategies, LLC 52
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R 52
Woodley Farra Manion Portfolio Management Inc 52
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 51
Fifth Third Wealth Advisors LLC 51
StrategIQ Financial Group, LLC 51
Old Port Advisors 51
Topsail Wealth Management, LLC 51
Lee Danner & Bass Inc 51
West Oak Capital, LLC 51
Firestone Capital Management 51
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 51
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 51
Pinz Capital Management, LP 51
Marathon Trading Investment Management LLC 51
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 51
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 51
Wexford Capital Lp 51
Nottingham Advisors, Inc. 51
R&F Capital Advisors LP 51
WealthCollab, LLC 51
Coastline Trust Co 51
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 51
Occidental Asset Management, LLC 51
Raab & Moskowitz Asset Management LLC 51
Red Door Wealth Management, LLC 51
Leisure Capital Management 51
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 51
Grey Fox Wealth Advisors, LLC 51
Binnacle Investments Inc 51
MGB Wealth Management, LLC 51
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 51
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 51
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 51
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 51
Soltis Investment Advisors LLC 51
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 51
Woodard & Co Asset Management Group Inc /adv 51
Whitebox Advisors Llc 51
Running Point Capital Advisors, LLC 51
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 51
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 51
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 51
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 51
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 51
Philadelphia Trust Co 51
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 51
10Elms LLP 51
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 51
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 51
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 51
Discovery Capital Management, Llc / Ct 51
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 51
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 51
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 51
SLDR - Global X Funds - Global X Short-Term Treasury Ladder ETF 51
Signature Wealth Management Group 51
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 51
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 51
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 50
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 50
Symphony Financial, Ltd. Co. 50
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 50
Costello Asset Management, INC 50
Milestone Asset Management, Llc 50
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 50
Bremer Trust National Association 50
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 50
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 50
Machina Capital S.a.s. 50
Capital Wealth Planning, LLC 50
Essex Investment Management Co Llc 50
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 50
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 50
RDA Financial Network 50
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 50
FSC Wealth Advisors, LLC 50
Delta Investment Management, LLC 50
Ingalls & Snyder Llc 50
American Funds Insurance Series 50
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 50
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 50
DecisionPoint Financial, LLC 50
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 50
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 50
Cardiff Park Advisors, Llc 50
Sentinel Trust Co Lba 50
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 50
Financial Connections Group, Inc. 50
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 50
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 50
Calamos Global Total Return Fund 50
Bollard Group LLC 50
Bridgewater Advisors Inc. 50
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 50
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 50
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 50
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 50
Quotient Investors, LLC 50
IMS Capital Management 50
Bayforest Capital Ltd 50
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 50
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 50
CSM Advisors, LLC 50
Lombard Odier Asset Management (Switzerland) SA 50
Strategic Capital Alternatives LLC 50
Shinko Asset Management Co., Ltd. 50
Welch & Forbes Llc 50
NinePointTwo Capital 50
Aviance Capital Partners, LLC 50
Alpha Paradigm Partners, LLC 50
Pacific Center for Financial Services 50
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 50
Octavia Wealth Advisors, LLC 50
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class 50
Vermillion Wealth Management, Inc. 50
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 50
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 50
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 50
Sharkey, Howes & Javer 50
Banco de Sabadell, S.A 50
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 50
Chatham Capital Group, Inc. 50
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 50
Lbmc Investment Advisors, Llc 50
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 50
FSGTX - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS - FEDERATED U S GOVERNMENT SECURITIES FUND 1-3 YEARS Class Y Shares 50
1776 Wealth LLC 50
Silverlake Wealth Management Llc 50
Bft Financial Group, Llc 50
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 50
Kaizen Advisory, Llc 50
Pacific Capital Wealth Advisors, Inc 50
Glovista Investments LLC 50
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 50
Financial Partners Group, Inc 50
Foresters Investment Management Company, Inc. 50
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 50
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 50
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 50
Nelson Capital Management, LLC 49
Argent Advisors, Inc. 49
CapWealth Advisors, LLC 49
Retirement Capital Strategies 49
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 49
Everett Harris & Co /ca/ 49
Brookwood Investment Group LLC 49
Catalina Capital Group, LLC 49
Spectrum Wealth Counsel, LLC 49
Aj Wealth Strategies, Llc 49
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 49
Jacobus Wealth Management, Inc. 49
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 49
Live Your Vision, LLC 49
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 49
Cornerstone Investment Partners, LLC 49
AJOVista, LLC 49
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 49
Parisi Gray Wealth Management 49
Wealthquest Corp 49
E. Ohman J:or Asset Management AB 49
Legacy CG, LLC 49
Empirical Asset Management, LLC 49
IGJAX - IVY FUNDS - Ivy Government Securities Fund Class A 49
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 49
Portside Wealth Group, LLC 49
Condor Capital Management 49
BlueCrest Capital Management LLP 49
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 49
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 49
Trust Co Of Toledo Na /oh/ 49
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 49
First Commonwealth Financial Corp /pa/ 49
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 49
MPS Loria Financial Planners, LLC 49
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 49
USS Investment Management Ltd 49
Cowa, Llc 49
Monticello Wealth Management, Llc 49
Samlyn Capital, Llc 49
Voya Global Equity Dividend & Premium Opportunity Fund 49
Rathbone Brothers plc 49
Pcm Fund, Inc. 49
Calamos Wealth Management LLC 49
Norris Perne & French Llp/mi 49
Aspen Investment Management Inc 49
Westover Capital Advisors, LLC 49
NFP Retirement, Inc. 49
RiverTree Advisors, LLC 49
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 49
Sapient Capital Llc 49
XML Financial, LLC 49
Northwestern Mutual Investment Services Llc 49
Rice Hall James & Associates, Llc 49
URTH - iShares, Inc. - iShares MSCI World ETF 49
Todd Asset Management Llc 49
David R. Rahn & Associates Inc. 49
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 49
Wade G W & Inc 49
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 48
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 48
Risk Paradigm Group, LLC 48
IPPP - Listed Funds Trust - Preferred-Plus ETF 48
Nwq Investment Management Company, Llc 48
Visionary Asset Management, Inc. 48
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 48
Carolina Wealth Advisors, LLC 48
Farringdon Capital, Ltd. 48
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 48
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 48
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 48
MML Series Investment Fund II - MML Equity Rotation Fund Class II 48
Mariner Wealth Advisors-NYC, LLC 48
Bank Hapoalim Bm 48
Black Swift Group, LLC 48
Family Firm, Inc. 48
RHJ International SA 48
Tokio Marine Asset Management Co Ltd 48
Camden Capital, LLC 48
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 48
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 48
Marshall Financial Group LLC 48
Horizons Wealth Management 48
Affinity Wealth Management Llc 48
Lebenthal Global Advisors, LLC 48
Crawford Investment Counsel Inc 48
Cfm Wealth Partners Llc 48
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 48
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 48
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 48
Polymer Capital Management (US) LLC 48
EMB - iSHARES TRUST - iShares J.P. Morgan USD Emerging Markets Bond ETF 48
Geduld E E 48
SlateStone Wealth, LLC 48
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 48
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 48
Azimuth Capital Management LLC 48
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 48
Sierra Capital LLC 48
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 48
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 48
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 48
Nicholas Investment Partners, LP 48
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 48
Grimes & Company, Inc. 48
Psagot Investment House Ltd. 48
Credential Qtrade Securities Inc. 48
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 48
Schmidt P J Investment Management Inc 48
Turtle Creek Wealth Advisors, LLC 48
First National Bank of South Miami 48
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 48
Ab Pooling Portfolios 48
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 48
Agf Management Ltd 48
Buffington Mohr McNeal 48
Armbruster Capital Management, Inc. 48
Core Wealth Advisors, Inc. 48
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 48
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 48
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 48
Brand Asset Management Group, Inc. 48
Franklin Templeton ETF Trust - Western Asset Bond ETF 48
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 48
Hengehold Capital Management Llc 48
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 48
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 48
Iams Wealth Management, Llc 48
Callan Capital, LLC 48
Tredje AP-fonden 48
Fs Credit Income Fund 48
Athena Capital Advisors Llc 48
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 48
Banco Bilbao Vizcaya Argentaria, S.a. 48
Palisade Capital Management Llc/nj 48
Paradigm Financial Partners, Llc 48
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 48
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 48
XR Securities LLC 48
Lighthouse Investment Partners, LLC 48
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 48
Sfmg, Llc 48
Gulf International Bank (UK) Ltd 47
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 47
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 47
Cambiar Investors Llc 47
Guidant Wealth Advisors 47
RGT Wealth Advisors, LLC 47
Horan Capital Advisors, LLC. 47
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 47
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 47
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 47
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 47
Blume Capital Management, Inc. 47
Genesee Capital Advisors, LLC 47
Provident Wealth Management, LLC 47
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 47
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 47
Niemann Capital Management Inc 47
Intersect Capital LLC 47
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 47
Cascadia Advisory Services, LLC 47
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 47
Austin Private Wealth, LLC 47
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 47
Advantage Alpha Capital Partners LP 47
Keebeck Wealth Management, LLC 47
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 47
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 47
Cornerstone Advisory, LLC 47
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 47
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 47
Field & Main Bank 47
Thomasville National Bank 47
Wellington Shields Capital Management, LLC 47
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 47
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 47
De Lisle Partners LLP 47
Adams Diversified Equity Fund, Inc. 47
Wright Investors Service Inc 47
Columbus Macro, LLC 47
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 47
Vivaldi Asset Management, LLC 47
Global Macro Portfolio - Global Macro Portfolio 47
Investors Asset Management Of Georgia Inc /ga/ /adv 47
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 47
Pinnacle Advisory Group, Inc. 47
Fulton Breakefield Broenniman Llc 47
Sphinx Trading, Lp 47
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 47
Latitude Advisors, LLC 47
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 47
Collective Family Office Llc 47
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 47
Cowen And Company, Llc 47
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 47
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 47
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 47
Schafer Cullen Capital Management Inc 47
Yahoo Inc 47
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 47
JDJRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Macro Fund Class R6 47
Copeland Capital Management, LLC 47
Missouri Trust & Investment Co 47
Gdl Fund 47
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 47
Southland Equity Partners LLC 47
Consector Capital, LP 47
B. Metzler seel. Sohn & Co. AG 47
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 47
ArrowMark Colorado Holdings LLC 47
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 47
First Community Trust Na 47
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 47
Channing Capital Management, LLC 47
Hc Financial Advisors Inc 47
L.m. Kohn & Company 47
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 47
Altshuler Shaham Ltd 47
Empower Advisory Group, LLC 47
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 47
Surevest, LLC 47
Balboa Wealth Partners 47
Castleark Management Llc 47
EAM Global Investors LLC 47
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 47
B.O.S.S. Retirement Advisors, LLC 46
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 46
Jump Trading, LLC 46
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 46
VCGAX - VALIC Co I - Growth & Income Fund 46
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 46
Cedrus LLC 46
Cohen & Steers Mlp Income & Energy Opportunity Fund 46
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 46
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 46
American Financial Group Inc 46
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 46
Legacy Wealth Asset Management, LLC 46
Ssi Investment Management Llc 46
Advisor OS, LLC 46
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 46
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 46
Econ Financial Services Corp 46
Marshall & Sterling Wealth Advisors Inc. 46
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 46
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 46
SWS Partners 46
Country Club Bank /gfn 46
Jackson, Grant Investment Advisers, Inc. 46
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 46
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 46
Painted Porch Advisors LLC 46
Little House Capital Llc 46
Schneider Capital Management Corp 46
Eldridge Investment Advisors, Inc. 46
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 46
Quadrant Private Wealth Management, LLC 46
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 46
Tlp Group Llc 46
Citizens Business Bank 46
Holistic Planning, LLC 46
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 46
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 46
Pathway Financial Advisers, LLC 46
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 46
Plancorp, LLC 46
Horizon Investment Services, LLC 46
Colonial River Wealth Management, LLC 46
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 46
TFG Advisers LLC 46
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 46
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 46
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 46
Old Point Trust & Financial Services N A 46
Fundamentun, Llc 46
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 46
Litman Gregory Asset Management LLC 46
Bahl & Gaynor Inc 46
Trust Point Inc. 46
Zwj Investment Counsel Inc 46
Gofen & Glossberg Llc /il/ 46
Ironsides Asset Advisors, LLC 46
Aft, Forsyth & Company, Inc. 46
Palouse Capital Management, Inc. 46
BW Gestao de Investimentos Ltda. 46
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 46
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 46
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 46
Cantor Fitzgerald, L. P. 46
Buckhead Capital Management Llc 45
Reby Advisors, LLC 45
Ferguson Wellman Capital Management, Inc 45
Amica Mutual Insurance Co 45
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 45
Cohen & Steers Global Income Builder, Inc 45
Barrett Asset Management, LLC 45
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 45
ShoreHaven Wealth Partners, LLC 45
Donald L. Hagan, LLC 45
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 45
Portfolio Strategies, Inc. 45
OneAscent Wealth Management LLC 45
MidWestOne Financial Group, Inc. 45
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 45
Brasada Capital Management, Lp 45
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 45
Angeles Wealth Management, Llc 45
Korea Investment CORP 45
Centric Wealth Management 45
Newman Dignan & Sheerar, Inc. 45
BlackRock Multi-Sector Opportunities Trust II 45
Catalytic Wealth RIA, LLC 45
First Affirmative Financial Network 45
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 45
Game Plan Financial Advisors, LLC 45
Kingfisher Capital LLC 45
Bluefin Capital Management, Llc 45
Rs Investment Trust 45
Berkshire Asset Management Llc/pa 45
Wsfs Capital Management, Llc 45
Marcum Wealth, LLC 45
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 45
White Pine Capital Llc 45
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 45
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 45
Cannon Financial Strategists, Inc. 45
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 45
Sippican Capital Advisors 45
Hgk Asset Management Inc 45
Mangrove Partners 45
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 45
1 North Wealth Services Llc 45
Greenwich Wealth Management LLC 45
Comprehensive Financial Planning, Inc./PA 45
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 45
Forward Management, LLC 45
Deroy & Devereaux Private Investment Counsel Inc 45
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 45
Indiana Trust & Investment Management CO 45
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 45
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 45
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 45
Naviter Wealth, LLC 45
Country Club Trust Company, n.a. 45
Boyd Watterson Asset Management Llc/oh 45
Canton Hathaway, LLC 45
Private Portfolio Partners Llc 45
Apeiron RIA LLC 45
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 45
River & Mercantile Asset Management Llp 45
Gw Henssler & Associates Ltd 45
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 45
Caas Capital Management Lp 45
BLB&B Advisors, LLC 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 45
Royal London Asset Management Ltd 45
B. Metzler seel. Sohn & Co. Holding AG 45
Bbr Partners, Llc 45
NWF Advisory Services Inc. 45
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 45
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 45
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 45
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 45
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 45
Kozak & Associates, Inc. 45
Counterpoint Mutual Funds LLC 45
Invictus RG Pte. Ltd. 45
Price Capital Management, Inc. 45
Standard Family Office LLC 45
Alesco Advisors Llc 45
CoreFirst Bank & Trust 45
Advisory Resource Group 45
Stock Yards Bank & Trust Co 45
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 45
MBL Wealth, LLC 45
Athanor Capital, Lp 45
Blackhawk Capital Partners LLC. 45
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 45
Ruedi Wealth Management, Inc. 45
Beaumont Financial Advisors, LLC 45
Ballast Advisors Llc 45
Level Financial Advisors, Inc. 45
Tradeworx Inc. 45
Reston Wealth Management Llc 44
Financial Advisory Corp /ut/ /adv 44
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 44
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 44
Oak Thistle LLC 44
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 44
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 44
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 44
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 44
Princeton Capital Management Llc 44
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 44
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 44
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 44
Morgan Dempsey Capital Management Llc 44
Firefly Value Partners, LP 44
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 44
Stonecastle Financial Corp. 44
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 44
Unique Wealth Strategies, LLC 44
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 44
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 44
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 44
Hohimer Wealth Management, Llc 44
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 44
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 44
Atlantic Edge Private Wealth Management, LLC 44
Integre Asset Management, LLC 44
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 44
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 44
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A 44
Stuart Chaussee & Associates, Inc. 44
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 44
M3 Partners Lp 44
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 44
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 44
Lake Street Financial Llc 44
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 44
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 44
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 44
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 44
Gratus Capital LLC 44
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 44
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 44
Bremer Bank National Association 44
Capital Directions Investment Advisors, LLC 44
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 44
Pennsylvania Trust Co 44
Cranbrook Wealth Management, LLC 44
Covenant Multifamily Offices, LLC 44
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 44
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 44
Blackrock Allocation Target Shares - Bats Series A 44
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 44
Colton Groome Financial Advisors, Llc 44
Elo Mutual Pension Insurance Co 44
Jump Trading, Llc 44
LVW Advisors, LLC 44
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 44
Full18 Capital LLC 44
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 44
KWB Wealth 44
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 44
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 44
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 44
Western Asset Mortgage Defined Opportunity Fund Inc. 44
Net Worth Advisory Group 44
Green Square Capital Advisors Llc 44
Wbh Advisory Inc 44
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 44
Lehman Financial Resources, Inc. 44
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 44
Stancorp Investment Advisers Inc 44
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 44
Hunter Perkins Capital Management, LLC 44
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 44
VCTPX - VALIC Co I - Inflation Protected Fund 44
AXS Investments LLC 44
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 44
TIMOTHY PLAN - Timothy Strategic Variable 44
DnB Asset Management AS 44
Collaborative Wealth Managment Inc. 44
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 44
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 44
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 44
Planning Capital Management Corp 44
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 44
Cypress Capital Group 44
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 44
Probity Advisors, Inc. 44
Peterson Financial Group, Inc. 44
Holistic Financial Partners 44
Truepoint, Inc. 43
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 43
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 43
PIMCO Flexible Municipal Income Fund 43
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 43
CLAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi Strategy Alternatives Fund Class A 43
Stanley-Laman Group, Ltd. 43
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 43
Empirical Finance, LLC 43
Coston, McIsaac & Partners 43
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 43
Annex Advisory Services, LLC 43
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 43
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 43
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 43
Tiverton Asset Management Llc 43
Resurgent Financial Advisors LLC 43
Maseco Llp 43
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 43
Sentinel Pension Advisors Inc 43
Fairfield, Bush & Co. 43
Redwood Financial Network Corp 43
V-Square Quantitative Management LLC 43
HoldCo Asset Management, L.P. 43
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 43
Systelligence, LLC 43
Wilmington Trust, National Association 43
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 43
Ninety One UK Ltd 43
STXV - EA Series Trust - Strive 1000 Value ETF 43
Evergreen Private Wealth LLC 43
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 43
Accuvest Global Advisors 43
New England Research & Management, Inc. 43
Sittner & Nelson, Llc 43
Werba Rubin Papier Wealth Management 43
IPG Investment Advisors LLC 43
Sculptor Capital LP 43
Cinctive Capital Management LP 43
Beverly Hills Private Wealth, LLC 43
USAdvisors Wealth Management, LLC 43
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 43
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 43
Punch & Associates Investment Management, Inc. 43
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 43
Intelligence Driven Advisers, LLC 43
Talon Private Wealth, LLC 43
Wellington Shields & Co., LLC 43
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 43
ABYAX - RBB FUND, INC. - Abbey Capital Futures Strategy Fund Class A Shares 43
Gilliland Jeter Wealth Management LLC 43
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 43
Cabot Wealth Management Inc 43
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 43
Winthrop Partners - Wny, Llc 43
Lombard Odier Asset Management (Europe) Ltd 43
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 43
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 43
Meeder Advisory Services, Inc. 43
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 43
GM Advisory Group, Inc. 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 43
Loeb Offshore Management LP 43
Capital One Financial Corp 43
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 43
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 43
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 43
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 43
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 43
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 43
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 43
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 43
Sullivan, Bruyette, Speros & Blaney, LLC 43
Peloton Wealth Strategists 43
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 43
Sivia Capital Partners, LLC 43
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 43
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 43
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 43
Milestone Investment Advisors LLC 43
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 43
Clarkston Capital Partners, LLC 43
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 43
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 43
Clear Perspective Advisors, LLC 43
Private Bank & Trust Co 43
Bramshill Investments, LLC 43
Tobam 43
Strategy Asset Managers Llc 43
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 43
Ascend Capital, Llc 43
Keeler THomas Management LLC 43
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 43
Solstein Capital, LLC 43
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 43
Dynamic Capital Management Ltd 43
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 43
Tlwm 43
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 43
Kmg Fiduciary Partners, Llc 42
Point72 Europe (London) LLP 42
Achievement Holdings L.P. 42
Meiji Yasuda Asset Management Co Ltd. 42
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 42
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 42
Clough Global Equity Fund 42
Wolf Group Capital Advisors 42
DCM Advisors, LLC 42
Norway Savings Bank 42
Oppenheimer Quest For Value Funds 42
Kelman-Lazarov, Inc. 42
Halpern Financial, Inc. 42
Pzena Investment Management Llc 42
Jag Capital Management, Llc 42
ERTS Wealth Advisors, LLC 42
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 42
Gould Asset Management Llc /ca/ 42
Canandaigua National Bank & Trust Co 42
Charter Trust Co 42
Moody Aldrich Partners Llc 42
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 42
Cornerstone Wealth Group, LLC 42
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 42
MERVX - MERGER FUND VL - The Merger Fund VL 42
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 42
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 42
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 42
Bourgeon Capital Management Llc 42
Royce Micro-cap Trust, Inc /md/ 42
Family Management Corp 42
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 42
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 42
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 42
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 42
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 42
Fwl Investment Management, Llc 42
S.A. Mason LLC 42
Lumature Wealth Partners, LLC 42
Shamrock Asset Management LLC 42
Blue Barn Wealth, LLC 42
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 42
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 42
Prostatis Group LLC 42
Dimension Capital Management Llc 42
Perpetual Ltd 42
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 42
Lebenthal Asset Management, LLC 42
Stockman Wealth Management, Inc. 42
VMIDX - VALIC Co I - Mid Cap Index Fund 42
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 42
Novare Capital Management Llc 42
Quantum Capital Management 42
HighVista Strategies LLC 42
Scissortail Wealth Management, LLC 42
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 42
W.G. Shaheen & Associates DBA Whitney & Co 42
Nuveen Municipal Credit Income Fund 42
Diversified, LLC 42
Donoghue Forlines LLC 42
Pure Financial Advisors, Inc. 42
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 42
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 42
Clear Investment Research, Llc 42
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 42
BCGM Wealth Management, LLC 42
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 42
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 42
Acrisure Capital Management, LLC 42
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 42
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 42
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 42
Diamond Hill Capital Management Inc 42
Total Investment Management Inc 42
PharVision Advisers, LLC 42
Blueprint Investment Partners LLC 42
Studio Investment Management Llc 42
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 42
Northwest Bancshares, Inc. 42
Balasa Dinverno & Foltz Llc 42
Retirement Income Solutions, Inc 42
Koesten, Hirschmann & Crabtree, INC. 42
Quantum Financial Advisors, LLC 42
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 42
111 Capital 42
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 42
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 42
Amica Retiree Medical Trust 42
Barber Financial Group, Inc. 42
Nicolet Advisory Services, Llc 42
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 42
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 42
Claudia M.p. Batlle, Crp (r) Llc 42
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 42
USVT - Ultimus Managers Trust - US VALUE ETF 42
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 42
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 42
Aberdeen Asset Management Plc/uk 42
Prosperity Planning, Inc. 42
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 42
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 42
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 42
John Hancock Collateral Trust - John Hancock Collateral Trust 42
Timber Creek Capital Management LLC 42
TrinityPoint Wealth, LLC 42
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 41
TruNorth Capital Management, LLC 41
Winton Capital Management Ltd 41
Dowling & Yahnke Llc 41
Ackerman Capital Advisors, LLC 41
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 41
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 41
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 41
Zions Bancorporation, National Association /ut/ 41
Banco BTG Pactual S.A. 41
Diversify Wealth Management, Llc 41
Profunds - Profund Vp Ultramid-cap 41
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 41
Angel Oak Dynamic Financial Strategies Income Term Trust 41
Ossiam 41
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 41
Miller Howard Investments Inc /ny 41
Andra AP-fonden 41
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 41
First United Bank Trust/ 41
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 41
Garde Capital, Inc. 41
BTC Capital Management, Inc. 41
Goelzer Investment Management, Inc. 41
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 41
CFO4Life Group, LLC 41
Cabana Llc 41
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 41
Spdr S&p Midcap 400 Etf Trust 41
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 41
Ifrah Financial Services, Inc. 41
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 41
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 41
John Hancock Investors Trust 41
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 41
Tru Independence Asset Management 2, Llc 41
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 41
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 41
Vertex One Asset Management Inc. 41
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 41
Cullen Capital Management, LLC 41
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 41
Strid Group, LLC 41
SNS Financial Group, LLC 41
Gary Goldberg Planning Services Inc 41
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF 41
Spirit Of America Management Corp/ny 41
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 41
Davis R M Inc 41
ID Management A/S 41
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 41
Simmons Bank 41
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 41
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 41
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 41
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 41
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 41
United Advisor Group, LLC 41
Donaldson Capital Management, Llc 41
NOMIX - Northern Funds - Northern Mid Cap Index Fund 41
U S Global Investors Inc 41
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 41
AlTi Global, Inc. 41
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 41
Clark Estates Inc/ny 41
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 41
CarsonAllaria Wealth Management, Ltd. 41
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 41
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 41
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 41
Mbb Public Markets I Llc 41
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 41
APBDX - Cavanal Hill Funds - Bond Fund Investor 41
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 41
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 41
Buck Wealth Strategies, LLC 41
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 41
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 41
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 41
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M 41
JT Stratford LLC 41
Madison Investment Holdings Inc 41
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 41
MDPIX - Profunds - Mid-cap Profund Investor Class 41
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 41
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 41
MLPIX - Profunds - Mid-cap Value Profund Investor Class 41
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 41
UMPIX - Profunds - Ultramid-cap Profund Investor Class 41
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 41
Rs Investment Management Co Llc 41
Retireful, LLC 41
Stonehage Fleming Financial Services Holdings Ltd 41
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 41
Roundview Capital LLC 41
Brio Consultants, LLC 41
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 41
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 41
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 41
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 41
KIFAX - Forward Funds - Salient Select Income Fund Class A 41
Argent Capital Management Llc 41
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 41
Bainco International Investors 41
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 41
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 41
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 41
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 41
Global Wealth Strategies & Associates 41
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 41
Connecticut Wealth Management, LLC 41
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 41
Westfield Capital Management Co Lp 41
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 41
Richard P Slaughter Associates Inc 41
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 41
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 41
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 41
Breton Hill Capital Ltd. 41
Profunds - Profund Vp Mid-cap Value 41
PPM Funds - PPM Long Short Credit Fund (Inst) 41
180 Wealth Advisors, Llc 40
CCMG - EA Series Trust - CCM Global Equity ETF 40
Integrated Quantitative Investments LLC 40
BEAM Asset Management, LLC 40
TradeLink Global Equity LLC 40
Bank of Jackson Hole Trust 40
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 40
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 40
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 40
Davis Capital Partners, Llc 40
Mattern Wealth Management LLC 40
Greenline Partners, LLC 40
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares 40
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 40
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 40
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 40
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 40
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 40
RBB FUND, INC. - Aquarius International Fund 40
Horizon Financial Services, Llc 40
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 40
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 40
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 40
Independent Wealth Network Inc. 40
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 40
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 40
Graticule Asia Macro Advisors LLC 40
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 40
CTC Alternative Strategies, Ltd. 40
Blue Sky Asset Management, LLC 40
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 40
Ariadne Wealth Management, LP 40
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 40
Twin Focus Capital Partners, Llc 40
SMART Wealth LLC 40
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 40
Crumly & Associates Inc. 40
National Wealth Management Group, LLC 40
Aspire Wealth Management Corp 40
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 40
New England Private Wealth Advisors LLC 40
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 40
Equitec Proprietary Markets, Llc 40
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 40
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 40
Bernard Wealth Management Corp. 40
Western Asset High Income Opportunity Fund Inc. 40
AIEQ - ETF Managers Trust - AI Powered Equity ETF 40
Main Management LLC 40
Hodges Capital Management Inc. 40
Bragg Financial Advisors, Inc 40
1492 Capital Management LLC 40
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 40
Berkshire Money Management, Inc. 40
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 40
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 40
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 40
Stoneridge Investment Partners Llc 40
Groupama Asset Managment 40
TRSY - DBX ETF TRUST - Xtrackers US 0-1 Year Treasury ETF 40
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 40
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 40
Brass Tax Wealth Management, Inc 40
Genesee Valley Trust Co 40
Alerus Financial Na 40
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 40
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 40
Schonfeld Group Holdings LLC 40
Addison Capital Co 40
Fcg Advisors, Llc 40
Murphy & Mullick Capital Management Corp 40
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 40
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 40
Dixon Hubard Feinour & Brown Inc/va 40
Consolidated Planning Corp 40
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 40
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 40
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 40
Madrona Financial Services, LLC 40
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 40
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 40
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 40
SCS Capital Management LLC 40
Vista Investment Management 40
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 40
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 40
Gyl Financial Synergies, Llc 40
Magnolia Capital Advisors Llc 40
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 40
Kiwi Wealth Investments Limited Partnership 40
Grant Street Asset Management, Inc. 40
Midwest Trust Co 40
Traub Capital Management LLC 39
Relative Value Fund 39
Optas, LLC 39
Titleist Asset Management, Llc 39
Cobblestone Capital Advisors Llc /ny/ 39
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 39
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 39
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 39
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 39
Welch Group, LLC 39
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 39
Osborn Rohs Williams & Donohoe Ltd 39
FLGV - Franklin Templeton ETF Trust - Franklin Liberty U.S. Treasury Bond ETF 39
Hobart Private Capital, LLC 39
Carr Financial Group Corp 39
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 39
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 39
Davis Capital Management 39
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 39
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 39
AGZ - iSHARES TRUST - iShares Agency Bond ETF 39
HWG Holdings LP 39
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 39
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 39
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 39
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 39
Silicon Valley Capital Partners 39
Caxton Associates Llp 39
Pictet North America Advisors SA 39
AQGNX - AQR Funds - AQR Global Equity Fund Class N 39
Sunpointe, LLC 39
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 39
Smith Affiliated Capital Corp. 39
Phoenix Holdings Ltd. 39
Iberiabank Corp 39
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 39
EMHC - SPDR SERIES TRUST - SPDR Bloomberg Barclays Emerging Markets USD Bond ETF 39
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 39
F&C Asset Management plc 39
Bluestein R H & Co 39
Nuveen Diversified Dividend & Income Fund 39
Delos Wealth Advisors, LLC 39
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 39
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 39
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 39
Jackson Wealth Management, LLC 39
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 39
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 39
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 39
Westchester Capital Management, LLC 39
Tuttle Tactical Management LLC 39
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 39
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 39
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 39
Abundance Wealth Counselors 39
Invst, LLC 39
Kb Financial Partners, Llc 39
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 39
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 39
Vanguard Explorer Fund 39
Trust Co Of Virginia /va 39
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 39
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 39
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 39
Triangle Securities Wealth Management 39
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 39
WT Wealth Management 39
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 39
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 39
Aureus Asset Management, LLC 39
John W. Brooker & Co., CPAs 39
WJ Wealth Management, LLC 39
Charles Schwab Investment Advisory, Inc. 39
USGNX - USAA MUTUAL FUNDS TRUST - Government Securities Fund Shares 39
ABASX - AB TRUST - AB Discovery Value Fund Class A 39
SummitTX Capital, L.P. 39
UniSuper Management Pty Ltd 39
Quinn Opportunity Partners LLC 39
Chilton Investment Co Llc 39
Pflug Koory, LLC 39
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 39
Ellsworth Advisors, LLC 39
Artisan Partners Limited Partnership 39
JPMB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF 39
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 39
MML Series Investment Fund II - MML Equity Fund Initial Class 39
Pointe Capital Management LLC 39
Beacon Pointe Wealth Advisors, Llc 39
Roman Butler Fullerton & Co 39
LifeWealth Investments, LLC 39
9258 Wealth Management, LLC 39
Bayview Asset Management, Llc 39
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 39
Transcendent Capital Group LLC 39
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 39
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 39
Frontier Investment Mgmt Co 39
Endicott Management Co 39
Stewardship Advisors, LLC 39
Usaa Etf Trust 39
BancorpSouth Bank 39
Journey Advisory Group, LLC 39
EdgeRock Capital LLC 39
Achmea Investment Management B.V. 39
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 39
Acorn Financial Advisory Services Inc /adv 39
Redmont Wealth Advisors Llc 39
Taylor, Cottrill, Erickson & Associates, Inc. 39
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 39
Tradewinds, LLC. 39
BlueMar Capital Management, LLC 39
Western Asset High Yield Defined Opportunity Fund Inc. 39
Atwater Malick LLC 39
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 39
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 39
Midwest Professional Planners, LTD. 39
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 39
Glg Llc 39
Pasadena Private Wealth, LLC 39
Zimmermann Investment Management & Planning Llc 39
FLP Wealth Management, LLC 39
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 39
Gateway Investment Advisers Llc 39
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 39
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 38
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 38
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 38
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 38
Advance Capital I Inc 38
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 38
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 38
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 38
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 38
Persistent Asset Partners Ltd 38
LMR Master Fund Ltd 38
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 38
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 38
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 38
Bp Plc 38
American Independence Funds Trust 38
K.J. Harrison & Partners Inc 38
Hnp Capital Llc 38
Capital International Inc /ca/ 38
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 38
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 38
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 38
Manning & Napier Advisors Llc 38
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 38
Graypoint LLC 38
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 38
Cedar Wealth Management, LLC 38
Harbor Asset Planning, Inc. 38
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 38
Cidel Asset Management Inc 38
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 38
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 38
Community Bank System, Inc. 38
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 38
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 38
Advance Capital Management, Inc. 38
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 38
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 38
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 38
FEDERATED CORE TRUST - Emerging Markets Core Fund 38
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 38
Affiance Financial, LLC 38
Alphasimplex Group, Llc 38
Wingate Wealth Advisors, Inc. 38
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 38
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 38
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 38
Bristlecone Advisors, LLC 38
Impax Asset Management Group plc 38
Voleon Capital Management Lp 38
Grantvest Financial Group LLC 38
Madison Asset Management, LLC 38
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 38
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 38
Perella Weinberg Partners Capital Management LP 38
Insight Wealth Strategies, LLC 38
Nissay Asset Management Corp /japan/ /adv 38
Burns Matteson Capital Management, LLC 38
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 38
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 38
VIPSX - VANGUARD BOND INDEX FUNDS - Vanguard Inflation-Protected Securities Fund Investor Shares 38
Penobscot Investment Management Company, Inc. 38
Edmond De Rothschild (suisse) S.a. 38
Cornell Pochily Investment Advisors, Inc. 38
MBM Wealth Consultants, LLC 38
Ritter Daniher Financial Advisory LLC / DE 38
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 38
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 38
XSVN - BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF 38
Infrastructure Capital Advisors, Llc 38
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 38
Guardian Capital Lp 38
Chiron Capital Management, Llc 38
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 38
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 38
Wilmington Trust Co 38
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 38
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 38
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 38
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 38
Jackson Square Capital, Llc 38
Global Endowment Management, LP 38
San Luis Wealth Advisors LLC 38
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 38
Boston Provident, L.p. 38
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 38
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 38
Aua Capital Management, Llc 38
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 38
Signature Resources Capital Management, LLC 38
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 38
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 38
Beacon Investment Advisory Services, Inc. 38
Kodai Capital Management LP 38
Lourd Capital, LLC 38
Strategic Advisors LLC 38
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 38
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 38
HCR Wealth Advisors 38
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio III 38
Freedman Financial Associates, Inc. 38
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 38
Piershale Financial Group, Inc. 38
Sterling Manor Financial, LLC 38
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 38
WestEnd Advisors, LLC 38
Trillium Asset Management, Llc 38
BlueChip Wealth Advisors LLC 38
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 38
Putnam ETF Trust - Putnam ESG Core Bond ETF - 38
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 38
Easterly Investment Partners Llc 37
Revolve Wealth Partners, LLC 37
PNC Managed Account Solutions, Inc. 37
Levin Capital Strategies, L.p. 37
ICONIQ Capital, LLC 37
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 37
Encompass More Asset Management 37
DLMOX - DoubleLine Funds Trust - DoubleLine Multi-Asset Trend Fund Class N 37
J. Goldman & Co LP 37
Dai-Ichi Life Insurance Company, Ltd 37
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 37
Brown Advisory Securities, LLC 37
Eagle Strategies LLC 37
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 37
Wells Fargo Global Dividend Opportunity Fund 37
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 37
Gries Financial Llc 37
Watershed Asset Management, L.L.C. 37
Aris Wealth Services, Inc. 37
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 37
Sigma Investment Counselors Inc 37
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 37
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 37
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 37
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 37
Systematic Alpha Investments, LLC 37
DFIGX - Dfa Investment Dimensions Group Inc - Dfa Intermediate Government Fixed Income Portfolio - Institutional Class 37
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 37
Valley Brook Capital Group, Inc. 37
Teachers Insurance & Annuity Association Of America 37
PIMCO FUNDS - PIMCO U.S. Government and Short-Term Investments Portfolio 37
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 37
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 37
Lombard Odier Asset Management (USA) Corp 37
Southside Capital, Llc 37
High Falls Advisors, Inc 37
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 37
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 37
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 37
Urban Wealth Management, LLC 37
D L Carlson Investment Group Inc 37
B. Riley Financial, Inc. 37
Compass Ion Advisors, LLC 37
WorthPointe, LLC 37
IFM Investors Pty Ltd 37
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 37
Wealthstreet Investment Advisors, LLC 37
Piper Sandler & Co. 37
Taylor Hoffman Wealth Management 37
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 37
Financial Advantage, Inc. 37
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 37
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 37
EFG Asset Management (Americas) Corp. 37
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 37
New Republic Capital, LLC 37
Shilanski & Associates, Inc. 37
Ntv Asset Management Llc 37
Ceredex Value Advisors LLC 37
SeaBridge Investment Advisors LLC 37
Columbia Funds Variable Series Trust II - CTIVP - Wells Fargo Short Duration Government Fund Class 1 37
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 37
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 37
Cm Wealth Advisors Llc 37
Parkside Investments, LLC 37
Motley Fool Wealth Management, LLC 37
Horizon Kinetics LLC 37
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 37
Mirador Capital Partners LP 37
TrueWealth Advisors, LLC 37
AA Financial Advisors, LLC 37
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 37
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 37
Sage Rhino Capital Llc 37
Snow Capital Management Lp 37
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 37
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 37
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 37
Monetary Management Group Inc 37
SOL Capital Management CO 37
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 37
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 37
Asset Planning Services, Ltd. 37
Bright Futures Wealth Management, LLC. 37
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 37
Clarfeld Financial Advisors, Llc 37
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 37
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 37
Stadion Money Management, LLC 37
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 37
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 37
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 37
Tributary Capital Management, LLC 37
Alpine Associates Management Inc. 37
EBSAX - RBB FUND, INC. - Campbell Systematic Macro Fund Class A Shares 37
High Point Bank & Trust Co 37
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 37
Ada Investment Management, LP 37
PAX Financial Group, LLC 37
Aries Wealth Management 37
Naples Money Management LLC 37
Private Management Group Inc 37
Cavalier Investments, LLC 37
Frank, Rimerman Advisors LLC 37
Steinberg Global Asset Management 37
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 37
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 37
Glazer Capital, Llc 37
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 37
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 37
MAFAX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class A Shares 37
Strategic Global Advisors, LLC 37
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 37
Moody Lynn & Lieberson, Llc 37
Goodwin Investment Advisory 36
Clearbridge, Llc 36
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 36
DFFGX - Dfa Investment Dimensions Group Inc - Dfa Short-term Government Portfolio - Institutional Class 36
Stelac Advisory Services LLC 36
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 36
Greenwich Investment Management, Inc. 36
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 36
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 36
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 36
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 36
J.Safra Asset Management Corp 36
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 36
Mn Services Vermogensbeheer B.V. 36
Lockheed Martin Investment Management Co 36
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 36
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 36
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 36
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 36
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 36
PARK CIRCLE Co 36
Fernwood Investment Management, LLC 36
Smith, Salley & Associates 36
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 36
Sterne Agee Group, Inc. 36
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 36
Delphi Private Advisors LLC 36
AdvisorShares Investments LLC 36
Wilmington Funds Management Corp 36
Searle & Co. 36
National Pension Service 36
Northeast Financial Consultants Inc 36
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 36
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 36
GenTrust, LLC 36
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 36
IEF - iSHARES TRUST - iShares 7-10 Year Treasury Bond ETF 36
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 36
Cedar Mountain Advisors, LLC 36
Hochman Cole Investment Advisors, Inc. 36
Highstreet Asset Management Inc. 36
Gill Capital Partners, Llc 36
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 36
PenderFund Capital Management Ltd. 36
Israel Discount Bank of New York 36
Bienville Capital Management, LLC 36
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 36
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 36
Daiwa Capital Markets America Inc. 36
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 36
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 36
Butensky & Cohen Financial Security, Inc 36
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 36
Price Wealth Management, Inc. 36
NovaPoint Capital, LLC 36
SUPRX - Two Roads Shared Trust - Superfund Managed Futures Strategy Fund Class A 36
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 36
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 36
Quantedge Capital Pte Ltd 36
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 36
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 36
Deltec Asset Management Llc 36
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 36
Flagship Private Wealth, LLC 36
Sterling Financial Planning, Inc. 36
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 36
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 36
Pax World Management Llc 36
FirstMerit Bank N A Trustee 36
Pinnacle Wealth Management Group, Inc. 36
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 36
J Arnold Wealth Management Co 36
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 36
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 36
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 36
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 36
Strategic Value Bank Partners LLC 36
BlackDiamond Wealth Management Inc. 36
Mitchell Capital Management Co 36
CenterBook Partners LP 36
First Eagle Investment Management, LLC 36
Tilia Fiduciary Partners, Inc. 36
SFE Investment Counsel 36
Key Client Fiduciary Advisors, LLC 36
Twin Capital Management Inc 36
Walker Asset Management, LLC 36
Portolan Capital Management, LLC 36
S&t Bank/pa 36
Enterprise Trust & Investment Co 36
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 36
Heritage Financial Services, LLC 36
South Texas Money Management Ltd 36
Eubel Brady & Suttman Asset Management Inc 36
Mairs & Power Inc 36
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 36
Fortem Financial Group, Llc 36
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 36
Live Oak Investment Partners 36
Linden Thomas Advisory Services, LLC 36
Avalon Trust Co 36
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 36
Acima Private Wealth, Llc 36
Thornburg Investment Management Inc 36
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 36
Worldquant Millennium Advisors Llc 36
Precedent Wealth Partners, Llc 36
Redpoint Investment Management Pty Ltd 36
Private Client Services, Llc 36
Rakuten Securities, Inc. 36
Standard Life Investments LTD 36
Smart Money Group LLC 36
Foguth Wealth Management, LLC. 36
Seeds Investor Llc 36
M&G Plc 36
Vestpro Financial Partners, Inc. Dba Cpf Texas 36
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 36
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 36
Advyzon Investment Management, LLC 36
VSM Wealth Advisory, LLC 36
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 36
Highland Private Wealth Management 36
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 35
Rebalance, Llc 35
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 35
Seeyond 35
OHIO NATIONAL FUND INC - ON Bond Portfolio 35
Lehman & Derafelo Financial Resources LLC 35
Atlas Wealth LLC 35
New England Capital Financial Advisors LLC 35
New England Asset Management Inc 35
Kfg Wealth Management, Llc 35
Family Asset Management, LLC 35
Gallacher Capital Management LLC 35
Capital International Sarl 35
XEMD - BondBloxx ETF Trust - BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 35
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 35
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 35
Farmer Steven Patrick 35
Principal Street Partners, LLC 35
Range Financial Group LLC 35
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 35
Leap Investments Lp 35
Hcim Trust 35
Vermillion & White Wealth Management Group, LLC 35
Williams Jones Wealth Management, LLC. 35
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 35
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 35
Vantage Financial Partners, LLC 35
Summitry Llc 35
Benchmark Investment Advisors LLC 35
Foster Dykema Cabot & Partners, Llc 35
Riverwater Partners LLC 35
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 35
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 35
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 35
Nuveen Multi-market Income Fund 35
Napa Wealth Management 35
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 35
Pentwater Capital Management LP 35
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 35
ARGA Investment Management, LP 35
qPULA Trading Management LP 35
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 35
Kesler, Norman & Wride, LLC 35
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 35
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 35
Dfa Investment Trust Co - The U.s. Large Cap Value Series 35
Financial Synergies Wealth Advisors, Inc. 35
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 35
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 35
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 35
AT Bancorp 35
Community Financial Services Group, LLC 35
Swedbank AB 35
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 35
First Merchants Corp 35
Sugar Maple Asset Management, LLC 35
CHURCHILL MANAGEMENT Corp 35
Connor Clark & Lunn Investment Management Ltd 35
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 35
Pinnacle Family Advisors, LLC 35
Natural Investments, Llc 35
American Institute for Advanced Investment Management, LLP 35
Insight Wealth Partners, LLC 35
Ranger Investment Management, L.P. 35
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 35
Teamwork Financial Advisors, LLC 35
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 35
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 35
Mayfair Advisory Group, LLC 35
Qp Wealth Management, Llc 35
West Bancorporation Inc 35
Klingenstein Fields & Co Lp 35
VPVLTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Long-Term U.S. Government Portfolio Administrative 35
Tcfg Wealth Management, Llc 35
LifeSteps Financial, Inc. 35
Cambridge Advisors Inc. 35
Aristotle Capital Boston, LLC 35
Sabal Trust CO 35
Jim Saulnier & Associates, Llc 35
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 35
Benin Management CORP 35
CT Financial Advisors LLC 35
Hamel Associates, Inc. 35
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 35
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 35
American National Insurance Co /tx/ 35
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 35
United Asset Strategies, Inc. 35
BankPlus Trust Department 35
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 35
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 35
Fenimore Asset Management Inc 35
Bellecapital International Ltd. 35
S. Muoio & Co. Llc 35
PIMCO FUNDS - PIMCO International Portfolio 35
Lineweaver Wealth Advisors, LLC 35
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 35
Freestone Grove Partners LP 35
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 35
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 35
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 35
Richmond Investment Services, LLC 35
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 35
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 35
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 35
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 35
CPI - IndexIQ ETF Trust - IQ Real Return ETF 35
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 35
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 35
Granite Investment Partners, LLC 35
Spears Abacus Advisors LLC 35
Bank Of The West 35
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 35
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 35
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 35
Stearns Financial Services Group 35
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 35
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 35
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 35
Wealthstar Advisors, Llc 35
SPX Equities Gestao de Recursos Ltda 35
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 35
Delphi Management Inc /ma/ 34
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 34
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 34
Klaas Financial Asset Advisors, LLC 34
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 34
BRC Investment Management LLC 34
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 34
Weil Company, Inc. 34
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 34
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 34
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 34
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 34
Kempen Capital Management N.v. 34
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 34
Americafirst Capital Management, Llc 34
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 34
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 34
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 34
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 34
NuWave Investment Management, LLC 34
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 34
Peddock Capital Advisors, Llc 34
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 34
FSA Advisors, Inc. 34
DiMeo Schneider & Associates, L.L.C. 34
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 34
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 34
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 34
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 34
Nuveen Amt-free Quality Municipal Income Fund 34
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 34
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 34
VGUS - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Ultra-Short Treasury ETF ETF Shares 34
Tempus Wealth Planning, LLC 34
Kerntke Otto McGlone Wealth Management Group 34
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 34
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 34
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 34
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 34
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 34
Blue Arrow Capital Management Llc 34
Gabelli Equity Series Funds Inc 34
AMJ Financial Wealth Management 34
Capital Square, LLC 34
Fort Pitt Capital Group, Llc 34
GSB Wealth Management, LLC 34
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 34
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 34
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 34
VSCFX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class P 34
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 34
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 34
Western Standard LLC 34
Lavaca Capital Llc 34
Franklin Street Advisors Inc /nc 34
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 34
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 34
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 34
HighTower Trust Services, LTA 34
La Banque Postale Asset Management SA 34
Imprint Wealth LLC 34
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 34
Scoria Capital Partners LP 34
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 34
Pinnacle Wealth Management Advisory Group, LLC 34
Kula Investments, LLC 34
Mfs High Yield Municipal Trust 34
Mfs High Income Municipal Trust 34
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 34
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 34
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 34
Paragon Wealth Strategies, LLC 34
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 34
Lowe Brockenbrough & Co Inc 34
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 34
Zhang Financial LLC 34
Schulz Wealth, LTD. 34
Budros, Ruhlin & Roe, Inc. 34
Amica Pension Fund Board Of Trustees 34
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 34
John G Ullman & Associates Inc 34
Blue Square Asset Management, Llc 34
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 34
Wealth Preservation Advisors, LLC 34
Trademark Financial Management, LLC 34
Karlinski Andrew C 34
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 34
First American Trust, Fsb 34
Blackrock Master Llc 34
Fifth Lane Capital, Lp 34
Sagefield Capital LP 34
Douglass Winthrop Advisors, LLC 34
True North Advisors, LLC 34
Arbor Capital Management Inc /adv 34
Pinnacle Private Wealth, LLC 34
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 34
Perritt Capital Management Inc 34
Desjardins Global Asset Management Inc. 34
S.C. Financial Services, Inc. 34
Clarity Asset Management, Inc. 34
Atlantic Private Wealth, LLC 34
SWAN Capital LLC 34
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 34
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 34
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 34
Ipswich Investment Management Co., Inc. 34
Somerset Trust Co 34
Y.D. More Investments Ltd 34
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 34
Forsta Ap-fonden 34
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 34
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 34
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 34
3D/L Capital Management, LLC 34
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 34
Elevation Series Trust - RiverNorth Patriot ETF 34
Lloyds Banking Group plc 33
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 33
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 33
Mizuho Asset Management Co.,Ltd. 33
Aberdeen Asia-pacific Income Fund Inc 33
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 33
Mystic Asset Management, Inc. 33
Grey Street Capital, LLC 33
Curio Wealth, Llc 33
Guardian Life Insurance Co Of America 33
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 33
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 33
Polar Capital Holdings Plc 33
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 33
Cordatus Wealth Management LLC 33
Vestor Capital, Llc 33
Mfs Municipal Income Trust 33
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 33
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 33
Kraematon Investment Advisors, Inc 33
Griffin Asset Management, Inc. 33
Ostrum Asset Management 33
Lifeworks Advisors, LLC 33
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 33
Investment House Llc 33
Greenland Capital Management LP 33
Boenning & Scattergood, Inc. 33
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 33
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 33
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 33
Garda Capital Partners Lp 33
DFYGX - Dimensional Investment Group Inc - Dfa Two-year Government Portfolio 33
Leigh Baldwin & Co., Llc 33
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 33
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 33
Qsemble Capital Management, LP 33
Signator Financial Services, Inc. 33
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 33
Whalerock Point Partners, Llc 33
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 33
MorganRosel Wealth Management, LLC 33
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 33
ARS Wealth Advisors Group, LLC 33
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 33
Hartline Investment Corp/ 33
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 33
Metis Global Partners, LLC 33
Monroe Bank & Trust/mi 33
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 33
Godshalk Welsh Capital Management, Inc. 33
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 33
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 33
Deerfield Management Company, L.p. (series C) 33
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 33
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 33
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 33
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 33
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 33
Compass Financial Services Inc 33
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 33
Gables Capital Management Inc. 33
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 33
Arlington Financial Advisors, LLC 33
Mesirow Institutional Investment Management, Inc. 33
Arq Wealth Advisors, Llc 33
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 33
Industrial Alliance Investment Management Inc. 33
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 33
EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 33
Euclid Advisors LLC 33
Spotlight Asset Group, Inc. 33
Smallcap World Fund Inc 33
Marietta Investment Partners Llc 33
AMF Pensionsforsakring AB 33
Green Harvest Asset Management LLC 33
Aevitas Wealth Management, Inc. 33
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 33
Filbrandt Wealth Management, LLC 33
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 33
Crescent Grove Advisors, LLC 33
Stewart West Indies Trading Co., Ltd 33
Chartwell Investment Partners/pa 33
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 33
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 33
Investment Research & Advisory Group, Inc. 33
Ridgeworth Funds 33
Boston Family Office Llc 33
4Thought Financial Group Inc. 33
Adams Wealth Management 33
Carret Asset Management, Llc 33
Carillon Tower Advisers, Inc. 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 33
Islay Capital Management, Llc 33
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 33
Brown Financial Advisors 33
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 33
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 33
Mariner Investment Group Llc 33
Abc Arbitrage Sa 33
Newfound Research LLC 33
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 33
Shay Capital LLC 33
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 33
Legend Financial Advisors, Inc. 33
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 33
Andesa Financial Management Inc. 33
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 33
Marshall Investment Management, Llc 33
Meiji Yasuda Life Insurance Co 33
Foundry Financial Group, Inc. 33
Paladin Advisory Group, LLC 33
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 33
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 33
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 33
Beck Bode, LLC 33
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 33
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 33
Liberty Capital Management, Inc. 33
Proffitt & Goodson Inc 33
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 33
Meristem Family Wealth, LLC 33
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 33
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 33
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 33
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 33
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 33
Rivernorth Capital Management, Llc 32
Glacier Peak Capital LLC 32
Manulife Financial Corp 32
Arrowgrass Capital Partners (us) Lp 32
Saba Capital Management, L.P. 32
Broadview Advisors Llc 32
Bank Of Nova Scotia Trust Co 32
Herndon Capital Management Llc 32
Vaughan David Investments Inc/il 32
Roof Eidam & Maycock/adv 32
Hedeker Wealth, LLC 32
Patten & Patten Inc/tn 32
Brant Point Investment Management Llc 32
Ashfield Capital Partners, LLC 32
Gilman Hill Asset Management, LLC 32
Iron Financial, LLC 32
Cobiz Investment Management, Llc 32
Tiaa Cref Trust Co Fsb/mo 32
Murphy Capital Management Inc 32
Capital Management Associates /ny/ 32
Delta Lloyd Nv 32
Kellner Capital, LLC 32
St. Johns Investment Management Company, LLC 32
Boston Common Asset Management, LLC 32
Skylands Capital, LLC 32
Fjarde Ap-fonden /fourth Swedish National Pension Fund 32
Doliver Advisors, Lp 32
Mint Tower Capital Management B.V. 32
Polar Capital LLP 32
Coastal Bridge Advisors, LLC 32
Cna Financial Corp 32
Founders Bank & Trust 32
Stux Capital Management, LLC 32
HMS Capital Management, LLC 32
Stanford Investment Group, Inc. 32
Cantor Fitzgerald Investment Adviser L.p. 32
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 32
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 32
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 32
Gabelli Equity Trust Inc 32
Waddell & Reed Advisors Funds 32
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 32
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 32
Nuveen Amt-free Municipal Credit Income Fund 32
Nuveen Quality Municipal Income Fund 32
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 32
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 32
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 32
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 32
DeDora Capital, Inc. 32
Windsor Group LTD 32
OmniStar Financial Group, Inc. 32
Breiter Capital Management Inc 32
Howard Capital Management Inc. 32
LFA - Lugano Financial Advisors SA 32
Tranquility Partners, LLC 32
Global Strategic Investment Solutions, LLC 32
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 32
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 32
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 32
Advanced Series Trust - Ast High Yield Portfolio 32
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 32
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 32
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 32
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 32
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 32
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 32
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 32
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 32
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 32
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 32
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 32
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 32
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 32
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 32
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 32
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 32
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 32
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 32
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 32
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 32
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 32
TBFAX - THRIVENT MUTUAL FUNDS - Thrivent Government Bond Fund Class A 32
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 32
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 32
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 32
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 32
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 32
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 32
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 32
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 32
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 32
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 32
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 32
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 32
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 32
Tobias Financial Advisors, Inc. 32
Royal Harbor Partners, LLC 32
Ti-trust, Inc 32
TBH Global Asset Management, LLC 32
Houlihan Financial Resource Group, Ltd. 32
Watson Rebecca 32
Horizon Bancorp Inc /in/ 32
Marks Group Wealth Management, Inc 32
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 32
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 32
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 32
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 32
Haber Trilix Advisors, Lp 32
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 32
Amplify ETF Trust - Amplify BlackSwan Growth & Treasury Core ETF 32
EMBD - Global X Funds - Global X Emerging Markets Bond ETF 32
Platform Technology Partners 32
Birchcreek Wealth Management, LLC 32
Clear Perspectives Financial Planning, LLC 32
TriaGen Wealth Management LLC 32
West Financial Advisors, LLC 32
Cypress Point Wealth Management, LLC 32
Johnson Bixby & Associates, LLC 32
Financial Network Wealth Management LLC 32
ISWN - Amplify ETF Trust - Amplify BlackSwan ISWN ETF 32
Pinnacle Wealth Advisors 32
EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 32
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 32
WealthCare Investment Partners, LLC 32
Stegent Equity Advisors, Inc. 32
Ameliora Wealth Management Ltd. 32
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 32
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 32
Western Financial Corp/CA 32
Team Hewins, LLC 32
Compass Wealth Management LLC 32
LaSalle St. Investment Advisors, LLC 32
Cornerstone Management, Inc. 32
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 32
Cardinal Point Capital Management, ULC 32
KPP Advisory Services LLC 32
Family Wealth Group, LLC 32
Duncan Williams Asset Management, LLC 32
Fairway Wealth LLC 32
Fiduciary Financial Group, Llc 32
City Center Advisors, LLC 32
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 32
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 32
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 32
YANKCOM Partnership 32
Abound Financial, Llc 32
AssuredPartners Investment Advisors, LLC 32
Maridea Wealth Management LLC 32
Tounjian Advisory Partners, Llc 32
North Capital, Inc. 32
Caliber Wealth Management, LLC / KS 32
Prio Wealth Limited Partnership 31
Round Table Services, LLC 31
Vertex Planning Partners, LLC 31
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 31
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 31
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 31
BRAMX - Blackrock Allocation Target Shares - Bats Series M 31
Palladiem, Llc 31
Menora Mivtachim Holdings Ltd. 31
Arcadia Investment Advisors Llc 31
Baron Silver Stevens Financial Advisors, Llc 31
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 31
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 31
Norinchukin Bank, The 31
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 31
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 31
Tillar-Wenstrup Advisors, LLC 31
Carnick & Kubik, LLC 31
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 31
Advanced Asset Management Advisors Inc 31
Profunds - Profund Vp Mid-cap Growth 31
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 31
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 31
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 31
CHICAGO TRUST Co NA 31
Siligmueller & Norvid Wealth Advisors LLC 31
Becker Capital Management Inc 31
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 31
Sowa Financial Group, Inc. 31
Davidson Investment Advisors 31
Asset Advisors Corp 31
Financial Sense Advisors, Inc. 31
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 31
Integral Investment Advisors, Inc. 31
Roaring Blue Lion Capital Management, L.P. 31
Ironwood Investment Management Llc 31
Asahi Life Asset Management Co., Ltd. 31
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 31
Legacy Bridge, LLC 31
Lumbard & Kellner, LLC 31
Cannell Peter B & Co Inc 31
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 31
Salient Capital Advisors, LLC 31
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 31
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 31
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 31
Scout Investments, Inc. 31
Bard Financial Services, Inc. 31
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 31
JIHDX - John Hancock Funds II - High Yield Fund Class 1 31
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 31
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 31
DBSCX - DoubleLine Funds Trust - Doubleline Selective Credit Fund Class I 31
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 31
Alpine Bank Wealth Management 31
Silvant Capital Management LLC 31
Handelsinvest Investeringsforvaltning 31
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 31
Matrix Private Capital Group Llc 31
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 31
Harris Associates L P 31
DAINX - Dunham Funds - Dunham International Stock Fund Class A 31
Gilbert & Cook, Inc. 31
Goodman Advisory Group, LLC 31
Capasso Planning Partners LLC 31
Goldstone Financial Group, LLC 31
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 31
Morris Retirement Advisors, LLC 31
Clough Capital Partners L P 31
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 31
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 31
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 31
Marietta Wealth Management, LLC 31
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 31
Ballast, Inc. 31
Capitolis Advisors LLC 31
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 31
BTG Pactual Global Asset Management Ltd 31
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 31
First Fiduciary Investment Counsel, Inc. 31
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 31
Sandy Cove Advisors, LLC 31
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 31
Optivise Advisory Services LLC 31
VKMGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Quality Income Fund CLASS A 31
Western Asset/claymore Inflation-linked Securities & Income Fund 31
Prudent Man Advisors, LLC 31
Mowery & Schoenfeld Wealth Management, LLC 31
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 31
CMBS - iSHARES TRUST - iShares CMBS ETF 31
FGOAX - FEDERATED GOVERNMENT INCOME SECURITIES INC - FEDERATED GOVERNMENT INCOME SECURITIES INC Class A Shares 31
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 31
Smith & Howard Wealth Management, LLC 31
Syntal Capital Partners, LLC 31
Cassaday & Co Wealth Management LLC 31
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 31
Eagle Ridge Investment Management 31
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 31
ENDW - EA Series Trust - Cambria Endowment Style ETF 31
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 31
Cascade Investment Advisors, Inc. 31
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 31
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 31
MBEQX - M FUND INC - M International Equity Fund 31
Wealth Alliance Advisory Group, LLC 31
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 31
EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 31
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 31
Greykasell Wealth Strategies, Inc. 31
Sovereign Financial Group, Inc. 31
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 31
PGGM Investments 31
Isthmus Partners, Llc 31
EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 31
Penseco Financial Services Corp 31
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 31
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 31
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 31
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 31
Mountain Pacific Investment Advisers Inc/id 31
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 31
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 31
GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional 31
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 31
Gluskin Sheff & Assoc Inc 31
Hamilton Capital, LLC 31
First Allied Asset Management, Inc. 31
Capital Planning Advisors, LLC 31
Precision Wealth Strategies, LLC 31
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 31
Brave Asset Management Inc 31
Aberdeen Global Income Fund Inc 31
PDHAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Hard Currency Fund Class A 31
Bedel Financial Consulting Inc 31
JB Capital LLC 31
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 31
Freedom Wealth Alliance, Llc 31
Oak Harbor Wealth Partners, Llc 31
Life Planning Partners, Inc 31
Gruss Capital Management LP 31
Shakespeare Wealth Management, Inc. 30
Fort Sheridan Advisors Llc 30
CGC Financial Services, LLC 30
Lynch & Associates/in 30
Asio Capital, LLC 30
Westend Capital Management LLC 30
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 30
Meridian Investment Counsel Inc. 30
Redwood Investments, LLC 30
Mfs Investment Grade Municipal Trust 30
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 30
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 30
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 30
E&G Advisors, LP 30
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 30
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 30
Maryland Capital Management 30
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 30
Third Avenue Management Llc 30
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 30
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 30
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 30
Fdp Series, Inc. 30
State of New Jersey Common Pension Fund A 30
Citizens National Bank Trust Department 30
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 30
Nicholas Hoffman & Company, LLC. 30
Luken Investment Analytics, LLC 30
Kades & Cheifetz LLC 30
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 30
Sumit Capital, Llc 30
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 30
F/M Investments LLC 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 30
Gerstein Fisher 30
Paragon Capital Management LLC 30
Lucia Wealth Services, Llc 30
Custom Index Systems, Llc 30
Smith Group Asset Management, LLC 30
Managed Account Series II - BlackRock U.S. Mortgage Portfolio Investor A Shares 30
Heartland Bank & Trust Co 30
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 30
Blackrock Enhanced Government Fund, Inc. 30
Bill Few Associates, Inc. 30
Quantitative Advantage, LLC 30
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 30
Manning & Napier Group, LLC 30
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 30
Financial Insights, Inc. 30
InterOcean Capital, LLC 30
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 30
Intact Investment Management Inc. 30
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 30
Matthew Goff Investment Advisor, LLC 30
Renasant Bank 30
Accretive Wealth Partners, LLC 30
Circle Wealth Management, LLC 30
Calvert Impact Fund Inc 30
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 30
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 30
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 30
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 30
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 30
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 30
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 30
Covenant Partners, LLC 30
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 30
Edge Asset Management, Inc 30
MPSUX - BNY MELLON FUNDS TRUST - BNY Mellon Short-Term U.S. Government Securities Fund Class M Shares 30
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 30
Security Financial Services, INC. 30
Widmann Financial Services, Inc. 30
First Financial Equity Corporation 30
Rs Variable Products Trust 30
Mason & Associates Inc 30
Ironwood Investment Counsel, LLC 30
Gibbs Wealth Management 30
Rock Creek Group, LP 30
Watermark Asset Management, Inc. 30
Eagle Boston Investment Management Inc 30
Northwest Quadrant Wealth Management, LLC 30
TruWealth Advisors, LLC 30
MFS VARIABLE INSURANCE TRUST II - MFS Global Governments Portfolio Initial Class 30
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 30
Foster Group, Inc. 30
Beirne Wealth Consulting Services, LLC 30
Wharton Business Group, LLC 30
Alethea Capital Management, Llc 30
Juncture Wealth Strategies, Llc 30
Dagco, Inc. 30
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 30
Acropolis Investment Management, LLC 30
Campbell Wealth Management 30
Trifecta Capital Advisors, LLC 30
Curbstone Financial Management Corp 30
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 30
iA Global Asset Management Inc. 30
Alphagen Securities Llc 30
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 30
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 30
Beck Mack & Oliver Llc 30
Frontier Capital Management Co Llc 30
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 30
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 30
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 30
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 30
Davis Investment Partners, LLC 30
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 30
Wells Fargo Multi-sector Income Fund 30
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 30
Silicon Hills Wealth Management, LLC 30
Northstar Group, Inc. 30
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 30
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 30
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 30
Sanders Morris Harris Llc 30
Paragon Private Wealth Management, LLC 30
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 30
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 30
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 30
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 30
Gilder Gagnon Howe & Co Llc 30
Premier Fund Managers Ltd 30
Retirement Wealth Solutions LLC 30
Re Advisers Corp 30
Genworth Financial Inc 30
FLC Capital Advisors 30
Lunt Capital Management, Inc. 30
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 30
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 30
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 30
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 30
MANA Advisors LLC 30
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 30
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 30
Eaton Vance Tax-managed Global Diversified Equity Income Fund 30
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 30
Botty Investors LLC 30
FSIWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Intermediate Treasury Bond Index Fund 30
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 30
Gabelli Dividend & Income Trust 30
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 30
Denver Wealth Management, Inc. 30
Covington Investment Advisors Inc. 30
Prana Capital Management, LP 30
GFG Capital, LLC 30
BlackRock Portfolio Management LLC 30
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 30
MainStreet Investment Advisors LLC 30
RPG Investment Advisory, LLC 30
Brick & Kyle, Associates 30
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 30
Ramirez Asset Management, Inc. 30
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 30
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 30
Capital International Ltd /ca/ 30
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 30
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 30
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 30
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 30
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 30
Kickstand Ventures, Llc. 30
AIA Group Ltd 30
CRSOX - Credit Suisse Commodity Strategy Funds - Credit Suisse Commodity Return Strategy Fund Class I 30
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 30
L2 Asset Management, LLC 30
Li Winifred I 30
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 30
Landaas & Co /wi /adv 30
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 30
D.B. Root & Company, LLC 30
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 30
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 30
Azimuth Capital Investment Management LLC 30
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 29
Detalus Advisors, LLC 29
Sumitomo Life Insurance Co 29
Boston Financial Mangement Llc 29
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 29
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 29
BLACKROCK FUNDS - BlackRock Total Factor Fund Institutional Shares 29
Shepherd Financial Partners LLC 29
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 29
Western Pacific Wealth Management, LP 29
Breogan Capital, Lp 29
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 29
Vigilare Wealth Management 29
Oppenheimer & Close, Inc. 29
Quantessence Capital LLC 29
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 29
Pvg Asset Management Corp 29
Heartwood Wealth Advisors LLC 29
NB Crossroads Private Markets Access Fund LLC 29
MJT & Associates Financial Advisory Group, Inc. 29
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 29
Woodward Diversified Capital, Llc 29
North Square Investments Trust - North Square McKee Bond Fund Class I 29
MKT Advisors LLC 29
SkyOak Wealth, LLC 29
Sterneck Capital Management, LLC 29
Legg Mason Asset Management (Japan) Co., Ltd. 29
Fiduciary Management Associates Llc 29
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 29
AlphaQ Advisors LLC 29
Paragon Advisors, LLC 29
Howard Hughes Medical Institute 29
Spectrum Asset Management, Inc. (NB/CA) 29
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 29
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 29
Financial Strategy Network, LLC 29
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 29
Walled Lake Planning & Wealth Management, Llc 29
Franklin Templeton ETF Trust - Franklin Income Focus ETF 29
Axiom International Investors Llc /de 29
Townsend Asset Management Corp /nc/ /adv 29
Swmg, Llc 29
Summit Investment Advisory Services, LLC 29
Fusion Investment Group, LLC 29
NOLVX - Northern Funds - Northern Large Cap Value Fund 29
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 29
Harvard Management Co Inc 29
Premier Asset Management Llc 29
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 29
Grandview Asset Management LLC 29
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 29
TIP - iSHARES TRUST - iShares TIPS Bond ETF 29
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 29
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 29
Horrell Capital Management, Inc. 29
FourThought Financial Partners, LLC 29
Steele Capital Management, Inc. 29
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 29
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 29
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 29
Private Asset Management Inc 29
TradeLink Capital LLC 29
Robbins Farley Llc 29
Hurley Capital, LLC 29
Tower View Investment Management & Research LLC 29
New Hampshire Trust 29
Efficient Advisors, LLC 29
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 29
Burleson & Company, LLC 29
DAAVX - Dunham Funds - Dunham Dynamic Macro Fund Class A 29
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 29
Capital Income Builder 29
Frisch Financial Group, Inc. 29
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 29
Paladin Wealth, LLC 29
Oppenheimer Global Strategic Income Fund 29
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 29
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 29
Wealthstream Advisors, Inc. 29
LKFIX - LKCM Funds - LKCM Fixed Income Fund 29
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 29
Wambolt & Associates, LLC 29
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 29
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 29
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 29
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 29
Argent Financial Group, Inc. 29
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 29
Invenomic Capital Management LP 29
Schutz Anton Villars 29
Adams Hall Wealth Advisors, LLC 29
Capital World Growth & Income Fund 29
Texas Capital Bank Wealth Management Services Inc 29
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 29
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 29
Kavar Capital Partners Group, Llc 29
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 29
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 29
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 29
Plotkin Financial Advisors, LLC 29
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 29
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 29
Centricity Wealth Management, LLC 29
Jamison Private Wealth Management, Inc. 29
LJI Wealth Management, LLC 29
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 29
BUFT - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Defensive ETF 29
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 29
Team Financial Group, LLC 29
MGHAX - MAINSTAY FUNDS - MainStay Candriam Emerging Markets Debt Fund Class A 29
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 29
ARS Wealth Advisors, LLC 29
Lokken Investment Group LLC 29
Nair Vinay 29
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 29
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 29
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 29
Rocky Mountain Advisers, Llc 29
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 29
Inr Advisory Services Llc 29
Prevail Innovative Wealth Advisors, Llc 29
Neville Rodie & Shaw Inc 29
Prosperity Financial Group, Inc. 29
RKL Wealth Management LLC 29
Tower Bridge Advisors 29
Pacific Wealth Strategies Group, Inc. 29
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 29
E Six Thirteen, Llc 29
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 29
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 29
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 29
Sonen Capital LLC 29
Fidelity Multi-Strategy Credit Fund 29
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 29
Peregrine Asset Advisers, Inc. 29
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 29
Renaissance Group Llc 29
Causeway Capital Management Llc 29
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 29
Northern Capital Management Llc 29
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 29
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 29
Lombardia Capital Partners Llc 29
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 29
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 29
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 29
Harbor Financial Services, Llc 29
PointState Capital LP 29
Centennial Bank/AR/ 29
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 29
Copia Wealth Management 29
Family Legacy, Inc. 29
Jarislowsky, Fraser Ltd 29
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 29
Hightower 6M Holding, LLC 29
Marathon Capital Management 28
Orser Capital Management, Llc 28
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 28
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 28
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 28
Hillcrest Asset Management LLC 28
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 28
Kentucky Retirement Systems 28
Schneider Downs Wealth Management Advisors, LP 28
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 28
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 28
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 28
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 28
VELA Funds - VELA Short Duration Fund - Class A 28
Avaii Wealth Management, Llc 28
IronBridge Capital Management LP 28
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 28
Anderson Hoagland & Co 28
Obermeyer Wood Investment Counsel, Lllp 28
Secured Retirement Advisors, Llc 28
Grandeur Peak Global Advisors, LLC 28
Sanibel Captiva Trust Company, Inc. 28
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 28
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 28
Henrickson Nauta Wealth Advisors, Inc. 28
Fullerton Fund Management Co Ltd 28
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 28
Lakeridge Wealth Management LLC 28
Amici Capital, LLC 28
Birchbrook, Inc. 28
Stablepoint Partners, LLC 28
Index Fund Advisors, Inc. 28
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 28
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 28
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 28
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 28
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 28
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 28
Wcm Investment Management, Llc 28
Lyell Wealth Management, Lp 28
Grace & White Inc /ny 28
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 28
Hoxton Planning & Management, LLC 28
Parasol Investment Management, LLC 28
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 28
Asset Allocation Strategies LLC 28
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 28
Appleton Partners Inc/ma 28
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 28
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 28
Mathes Company, Inc. 28
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 28
Briaud Financial Planning, Inc 28
Stonehearth Capital Management, LLC 28
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 28
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 28
Matisse Capital 28
Ferguson Shapiro LLC 28
Vanguard Capital Wealth Advisors 28
Sentinus, LLC 28
Mine & Arao Wealth Creation & Management, LLC. 28
Harfst & Associates, Inc. 28
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 28
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 28
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 28
CI Global Investments Inc. 28
Accredited Wealth Management, LLC 28
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 28
Prosperity Wealth Management, Inc. 28
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 28
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 28
Oppenheimer Global Multi-asset Income Fund 28
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 28
Mount Lucas Management LP 28
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 28
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 28
HYA Advisors, Inc 28
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 28
Mfs Government Markets Income Trust 28
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 28
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 28
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 28
Sirios Capital Management L P 28
Citizens & Northern Corp 28
Dfa Investment Trust Co - The Emerging Markets Series 28
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 28
Guardian Capital Advisors Lp 28
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 28
HSBC FUNDS - HSBC Strategic Income Fund Class A 28
Chase Investment Counsel Corp 28
Williams Jones & Associates LLC 28
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 28
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 28
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 28
Nicholas Company, Inc. 28
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 28
Nikulski Financial, Inc. 28
Security National Bank 28
Rainier Investment Management Llc 28
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 28
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 28
Crown Wealth Group, LLC 28
Praetorian Wealth Management, Inc. 28
Carl P. Sherr & Co., LLC 28
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 28
Mercer Capital Advisers, Inc. 28
Redmond Asset Management, LLC 28
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 28
Hardy Reed LLC 28
Ithan Creek Master Investors (Cayman), L.P. 28
High Pointe Capital Management Llc 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 28
Sutton Place Investors Llc 28
First Financial Bank - Trust Division 28
TPG Financial Advisors, LLC 28
Angeles Investment Advisors, LLC 28
Strategic Investment Advisors / MI 28
Windsor Creek Advisors, Llc 28
Haberer Registered Investment Advisor Inc 28
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 28
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 28
Offit Capital Advisors Llc 28
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 28
Fiduciary Group LLC 28
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 28
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 28
Oversea-Chinese Banking CORP Ltd 28
My Legacy Advisors, LLC 28
Strengthening Families & Communities, LLC 28
Century Capital Management, LLC 28
4J Wealth Management LLC 28
Western Asset Management Company, LLC 28
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 28
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 28
Echo Street Capital Management LLC 28
IFS Advisors, LLC 28
STAR Financial Bank 28
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 28
Sightline Wealth Advisors, LLC 28
Ssga Master Trust 28
Alliance Wealth Advisors, LLC /UT 28
Cortina Funds, Inc. 28
Cleararc Capital Inc 28
Blackrock 2022 Global Income Opportunity Trust 28
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 28
Sonata Capital Group Inc 28
B&D White Capital Company, LLC 28
Fayez Sarofim & Co 28
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 28
Echo Wealth Management, LLC 28
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 28
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 28
Green Arrow Capital Management Llc 28
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 28
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 28
Titleist Asset Management, Ltd. 28
Alliance Wealth Advisors, LLC 28
Firethorn Wealth Partners, Llc 28
J. Safra Sarasin Holding AG 28
Staley Capital Advisers Inc 28
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 28
Everhart Financial Group, Inc. 28
Piscataqua Savings Bank 28
Keudell/Morrison Wealth Management 28
Saturna Capital CORP 28
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 28
Tectonic Advisors Llc 28
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 28
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 28
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 28
Vista Wealth Management Group, LLC 27
D. Scott Neal, Inc. 27
Bank OZK 27
RDMAX - Mutual Fund & Variable Insurance Trust - Rational/ReSolve Adaptive Asset Allocation Fund Class A 27
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 27
Commons Capital, Llc 27
Trutina Financial LLC 27
NINE MASTS CAPITAL Ltd 27
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 27
Virginia National Bank 27
PENN SERIES FUNDS INC - Flexibly Managed Fund 27
Partners Capital Investment Group, Llp 27
Boreal Capital Management LLC 27
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 27
Beach Investment Counsel Inc/pa 27
Proactive Wealth Strategies LLC 27
McNamara Financial Services, Inc. 27
Unigestion Holding SA 27
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 27
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 27
Nebula Research & Development LLC 27
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 27
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 27
Aristotle Capital Management, LLC 27
Plato Investment Management Ltd 27
Sandler Capital Management 27
MGSIX - MFS SERIES TRUST XIII - MFS Government Securities Fund I 27
SVA Wealth Management, LLC 27
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 27
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 27
Pensionfund DSM Netherlands 27
Nuveen Fund Advisors, LLC 27
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 27
Jabre Capital Partners S.A. 27
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 27
Sarver Vrooman Wealth Advisors 27
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 27
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 27
Mb, Levis & Associates, Llc 27
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 27
JTHAX - SARATOGA ADVANTAGE TRUST - James Alpha Total Hedge Portfolio Class A Shares 27
Second Half Financial Partners, LLC 27
Tradition Capital Management Llc 27
Mirova 27
Ascent Wealth Partners, LLC 27
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 27
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF 27
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 27
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 27
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 27
Palisade Asset Management, LLC 27
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 27
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 27
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 27
Altavista Wealth Management, Inc. 27
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 27
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 27
Hibernia Wealth Partners, LLC 27
Sand Hill Global Advisors, LLC 27
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 27
Td Asset Management Usa Funds Inc. 27
American Economic Planning Group Inc /adv 27
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 27
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 27
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 27
Core Wealth Partners LLC 27
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 27
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 27
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 27
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 27
PPM Funds - PPM Floating Rate Income Fund (Inst) 27
North Star Asset Management Inc 27
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 27
Hancock Whitney Investment Services Inc. 27
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 27
Willis Johnson & Associates, Inc. 27
Arbor Wealth Management, LLC 27
Kentucky Retirement Systems Insurance Trust Fund 27
Gen-Wealth Partners Inc 27
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 27
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 27
EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 27
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 27
Stratton Management Co 27
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 27
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 27
McCarthy & Cox 27
Huber Capital Management LLC 27
Capital Insight Partners, Llc 27
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 27
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 27
Bridge Advisory, LLC 27
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 27
Strategic Family Wealth Counselors, L.L.C. 27
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 27
Leicht Financial Planning & Wealth Management, Inc. 27
Dynasty Wealth Management, Llc 27
Waterfront Wealth Inc. 27
Chemical Bank 27
Db-x Exchange-traded Funds Inc. 27
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 27
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 27
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 27
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 27
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 27
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 27
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 27
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 27
Tradewinds Global Investors, LLC 27
Gordian Capital Singapore Pte Ltd 27
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 27
Revisor Wealth Management LLC 27
Clark Asset Management, LLC 27
Abn Amro Investment Solutions 27
Elevation Capital Advisory, LLC 27
Proathlete Wealth Management Llc 27
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 27
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 27
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 27
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 27
Credential Securities Inc. 27
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 27
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 27
Legg Mason Bw Global Income Opportunities Fund Inc. 27
Lionsbridge Wealth Management LLC 27
Fft Wealth Management Llc 27
Sentinel Asset Management, Inc. 27
Reinhart Partners, Inc. 27
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 27
TKG Advisors, LLC 27
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 27
Pitti Group Wealth Management, LLC 27
Baron Wealth Management LLC 27
Sage Advisory Services, Ltd.Co. 27
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 27
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 27
Paradigm, Strategies in Wealth Management, LLC 27
Cypress Capital, LLC 27
Evolution Advisers, Inc. 27
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 27
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 27
Boys Arnold & Co Inc 27
MTGAX - MORGAN STANLEY MORTGAGE SECURITIES TRUST - Morgan Stanley Mortgage Securities Trust A 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 27
S.E.E.D. Planning Group LLC 27
Banyan Partners, LLC 27
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 27
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 27
JUCY - ETF Series Solutions - Aptus Enhanced Yield ETF 27
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 27
Sterling Financial Group, Inc. 27
Fort, L.p. 27
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 27
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 27
New England Investment & Retirement Group, Inc. 27
Clifford Swan Investment Counsel Llc 27
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 27
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 27
East Coast Asset Management, LLC. 27
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 27
Stableford Capital Ii Llc 27
One + One Wealth Management, Llc 27
Bivin & Associates, Inc. 27
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 27
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 27
Parsec Financial Management, Inc. 27
Mitsubishi UFJ Securities Holdings Co., Ltd. 27
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 27
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 27
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 27
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 27
West Michigan Advisors, Llc 27
Reliant Wealth Planning 27
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 27
Seelaus Asset Management LLC 27
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 27
Beacon Harbor Wealth Advisors, Inc. 27
Tri-continental Corp 27
HYLD - Exchange Listed Funds Trust - High Yield ETF 27
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 27
Verity & Verity, LLC 27
Atala Financial Inc 26
Fortis Capital Management LLC 26
J.P. Turner & Co Capital Mnagement, LLC 26
Diversified Portfolios, Inc. 26
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 26
Banque Transatlantique SA 26
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 26
Demars Financial Group, LLC 26
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 26
SMITH HAYES Advisers, Inc 26
NWK Group, Inc. 26
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 26
Calamos Convertible Opportunities & Income Fund 26
Core Alternative Capital 26
Thor Advisors, Llc 26
Applied Finance Capital Management, LLC 26
Retirement Guys Formula Llc 26
Kahn Brothers Group Inc /de/ 26
Midas Management Corp 26
AIFG Consultants Ltd. 26
Cahaba Wealth Management, Inc. 26
American Assets Investment Management, LLC 26
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 26
W.H. Cornerstone Investments Inc. 26
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 26
Essential Planning, LLC. 26
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 26
TGEIX - TCW FUNDS INC - TCW Emerging Markets Income Fund I Class 26
Single Point Partners, LLC 26
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 26
Bks Advisors, Llc 26
Cheviot Value Management, LLC 26
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 26
Autumn Glory Partners, LLC 26
United Income, Inc. 26
Nuveen Core Equity Alpha Fund 26
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 26
Granite Harbor Advisors, Inc. 26
CQS Cayman LP 26
Senvest Management, LLC 26
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 26
Grace Capital 26
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 26
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 26
Relyea Zuckerberg Hanson LLC 26
Asset Management Corp /il/ /adv 26
Duquesne Family Office LLC 26
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 26
Hefty Wealth Partners 26
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 26
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 26
Wealth Management Associates, Inc. 26
Endeavor Private Wealth, Inc. 26
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 26
Farmers Trust Co 26
Sargent Investment Group, LLC 26
Underlying Funds Trust 26
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 26
Apexium Financial, Lp 26
Sound View Wealth Advisors, Llc 26
CCRSX - CREDIT SUISSE TRUST - Commodity Return Strategy Portfolio Class 1 26
Lansforsakringar Fondforvaltning AB (publ) 26
Hermes Investment Management Ltd 26
Moss Adams Wealth Advisors LLC 26
CenturyLink Investment Management Co 26
FAINX - MSS Series Trust - Fallen Angels Income Fund 26
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 26
Lingohr & Partner Asset Management GmbH 26
BIP Wealth, LLC 26
Nbw Capital Llc 26
Jeppson Wealth Management, Llc 26
Catalyst Private Wealth, Llc 26
Ariel Investments, Llc 26
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 26
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 26
Calamos Convertible & High Income Fund 26
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 26
Goldstein Advisors, LLC 26
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 26
Silver Lake Advisory, LLC 26
McCarthy Grittinger Financial Group, LLC 26
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 26
Smallwood Wealth Investment Management, LLC 26
Portfolio Solutions, LLC 26
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 26
Diversified Enterprises, LLC 26
EULAV Asset Management 26
Rampart Investment Management Company, LLC 26
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 26
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 26
Lcnb Corp 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 26
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 26
Calamos Dynamic Convertible & Income Fund 26
Bay Pond Partners, L.P. 26
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 26
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 26
Mjp Associates Inc /adv 26
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 26
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 26
QTR Family Wealth, LLC 26
Victory Financial Group, Llc 26
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 26
McAdams Wright Ragen, Inc. 26
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 26
Smith Shellnut Wilson Llc /adv 26
Columbia Wanger Asset Management Llc 26
Full Sail Capital, LLC 26
Stevens First Principles Investment Advisors 26
Cynosure Management, Llc 26
Bernardo Wealth Planning LLC 26
Cadence Bank Na 26
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 26
Armor Investment Advisors, LLC 26
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 26
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 26
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 26
CAP Partners, LLC 26
First Pacific Advisors, LP 26
Landmark Wealth Management, LLC 26
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 26
Cerro Pacific Wealth Advisors LLC 26
Anson Funds Management LP 26
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 26
Davidson & Garrard Inc 26
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 26
New Jersey Better Educational Savings Trust 26
Verus Financial Partners, Inc. 26
Foster Victor Wealth Advisors, LLC 26
Aristides Capital LLC 26
Maripau Wealth Management Llc 26
Quadcap Wealth Management, LLC 26
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 26
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 26
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 26
Daiwa SB Investments Ltd. 26
Resolute Advisors LLC 26
Edmond De Rothschild Asset Management (france) 26
Orinda Asset Management LLC 26
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 26
Fairscale Capital, LLC 26
SFG Wealth Management, LLC. 26
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 26
Hoese & Co LLP 26
VMAX - Lattice Strategies Trust - Hartford US Value ETF 26
Ullmann Financial Group, Inc. 26
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 26
Means Investment Co., Inc. 26
Olistico Wealth, LLC 26
Purus Wealth Management, LLC 26
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 26
Yellowstone Partners, LLC 26
Wright Fund Managment, LLC 26
Rather & Kittrell, Inc. 26
CrestPoint Capital Management, LLC 26
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 26
Mediolanum International Funds Ltd 26
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 26
Morris Financial Concepts, Inc. 26
MeadowBrook Investment Advisors LLC 26
Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I 26
MD Financial Management Inc. 26
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 26
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 26
IronBridge Private Wealth, LLC 26
Optimal Asset Management, Inc. 26
Foster Dykema Cabot & Co Inc/ma 26
Souders Financial Advisors 26
KC Investment Advisors, LLC 26
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 26
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 26
Peak Asset Management, LLC 26
Invesco Trust For Investment Grade Municipals 26
Eisler Capital (UK) Ltd. 26
PartnerRe Asset Management CORP 26
Raiffeisen Bank International AG 26
Horizon Kinetics Asset Management Llc 26
Mission Creek Capital Partners, Inc. 26
Chapman Financial Group, Llc 26
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 26
Runnymede Capital Advisors, Inc. 26
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 26
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 26
Woodline Partners LP 26
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 26
Sentry Investment Management Llc 26
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 26
Rps Advisory Solutions Llc 26
Peoples Bank/KS 26
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 26
Bridges Investment Management Inc 26
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 26
Tritonpoint Wealth, Llc 25
Resona Asset Management Co.,Ltd. 25
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 25
Kemnay Advisory Services Inc. 25
First National Bank Sioux Falls 25
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 25
ULPIX - Profunds - Ultrabull Profund Investor Class 25
Beryl Capital Management LLC 25
WP Advisors, LLC 25
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares 25
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 25
Fractal Investments LLC 25
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 25
Compton Capital Management Inc /ri 25
Redwood Park Advisors LLC 25
Richards, Merrill & Peterson, Inc. 25
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 25
Pegasus Partners Ltd. 25
Ulland Investment Advisors, LLC 25
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 25
Eagle Growth & Income Opportunities Fund 25
Emfo, Llc 25
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 25
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 25
Mma Asset Management Llc 25
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 25
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 25
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 25
Greenup Street Wealth Management Llc 25
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 25
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 25
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 25
Financial Futures Ltd Liability Co. 25
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 25
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 25
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 25
Central Valley Advisors, Llc 25
GUSTX - GMO TRUST - GMO U.S. Treasury Fund 25
Northstar Wealth Partners LLC 25
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 25
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 25
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 25
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 25
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 25
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 25
Thrive Capital Management, LLC 25
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 25
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF 25
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 25
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 25
New Century Financial Group, LLC 25
Kornitzer Capital Management Inc /ks 25
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 25
Mcmillion Capital Management Inc 25
Banced Corp 25
Quilter Plc 25
Interactive Financial Advisors 25
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 25
STFGX - Advisers Investment Trust - State Farm Growth Fund 25
Stonnington Group, Llc 25
RQSI Ltd 25
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 25
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 25
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 25
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 25
Long Island Wealth Management, Inc. 25
MSD Partners, L.P. 25
Seven Springs Wealth Group, LLC 25
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 25
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 25
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 25
Requisite Capital Management, LLC 25
Invesco Municipal Opportunity Trust 25
Evensky & Katz LLC 25
Barr E S & Co 25
Strycker View Capital Llc 25
Traphagen Investment Advisors Llc 25
Financiere des Professionnels - Fonds d,investissement inc. 25
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 25
Alhambra Investment Partners LLC 25
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 25
Vivaldi Opportunities Fund 25
Horst & Graben Wealth Management LLC 25
RiverPoint Capital Management, LLC 25
Graney & King, LLC 25
Pettyjohn, Wood & White, Inc 25
Strategic Wealth Designers 25
Shapiro Capital Management Llc 25
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 25
Lisanti Capital Growth, LLC 25
Investment Management Corp of Ontario 25
Telos Capital Management, Inc. 25
Loeb Partners Corp 25
VSTIX - VALIC Co I - Stock Index Fund 25
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 25
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 25
Community Trust & Investment Co 25
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 25
Credit Industriel Et Commercial 25
SigFig Wealth Management, LLC 25
Oaktree Capital Management Lp 25
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 25
CAMG Solamere Management, LLC 25
Accent Capital Management, LLC 25
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 25
Western Asset/claymore Inflation-linked Opportunities & Income Fund 25
Stonebrook Private Inc. 25
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 25
Moneywise, Inc. 25
Kinneret Advisory, LLC 25
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 25
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 25
Pillar Pacific Capital Management Llc 25
Fieldview Capital Management, LLC 25
Trust Co Of Oklahoma 25
Signature Financial Management, Inc. 25
Jacobs Sy 25
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 25
Fagan Associates, Inc. 25
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 25
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 25
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 25
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 25
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 25
Liberty All Star Equity Fund 25
Fairhaven Wealth Management, LLC 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 25
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 25
Profunds - Profund Vp Large-cap Value 25
Smith, Graham & Co., Investment Advisors, LP 25
QUANTRES ASSET MANAGEMENT Ltd 25
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 25
WealthTrust Axiom LLC 25
Willow Creek Wealth Management Inc. 25
Stringer Asset Management, Llc 25
BLPIX - Profunds - Bull Profund Investor Class 25
Profunds - Profund Vp Bull 25
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 25
Profunds - Profund Vp Ultrabull 25
HFG Advisors, Inc. 25
Cape Cod Five Cents Savings Bank 25
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 25
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 25
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 25
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 25
SMI Advisory Services, LLC 25
Advanced Series Trust - Ast International Growth Portfolio 25
Oppenheimer Integrity Funds 25
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 25
Granite Bay Wealth Management, LLC 25
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 25
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 25
Guyasuta Investment Advisors Inc 25
TCW ETF Trust - TCW Corporate Bond ETF 25
All Season Financial Advisors, Inc. 25
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 25
Dfa Investment Trust Co - The Dfa International Value Series 25
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 25
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 25
LVPIX - Profunds - Large-cap Value Profund Investor Class 25
Cox Capital Mgt LLC 25
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 25
Corbyn Investment Management Inc/md 25
Nordwand Advisors, LLC 25
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 25
Knightsbridge Asset Management, Llc 25
FYAIX - PROFUNDS - Access Flex High Yield ProFund Investor Class 25
Provence Wealth Management Group 25
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 25
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 25
Cardinal Capital Management Llc /ct 25
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 25
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 25
Sapience Investments, LLC 25
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 25
KAMES CAPITAL plc 25
Sweet Financial Partners, LLC 25
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 25
Simply Money Advisors 25
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 25
MidAtlantic Capital Management, Inc. 25
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 25
Cubic Asset Management, LLC 25
Cumberland Partners Ltd 25
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 25
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 25
PENN SERIES FUNDS INC - Developed International Index Fund 25
Knowledge Leaders Capital, LLC 25
Connors Investor Services Inc 25
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 25
Slow Capital, Inc. 25
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 25
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 25
Dai-ichi Life Holdings, Inc. 25
Biondo Investment Advisors, LLC 25
ABLE Financial Group, LLC 25
WFA Asset Management Corp 25
Financial Advisors Network, Inc. 25
Old Dominion Capital Management Inc 25
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 25
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 25
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 25
Falcon Wealth Planning 25
TIILX - TIAA-CREF FUNDS - TIAA-CREF Inflation-Linked Bond Fund Institutional Class 25
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 25
Bel Air Investment Advisors Llc 25
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 25
First Niagara Bank 25
Cascade Financial Partners, LLC 25
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 25
Loews Corp 25
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 25
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 25
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 25
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 25
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 25
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 25
Lakewood Asset Management LLC 25
Abacus Planning Group, Inc. 25
VVMCX - VALIC Co I - Mid Cap Value Fund 25
Financial Life Planners 25
BridgePort Financial Solutions, LLC 25
Veracity Capital LLC 25
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 25
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 25
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 25
Norwood Financial Corp 25
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 24
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 24
Alpha Financial Partners, LLC 24
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 24
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 24
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 24
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 24
University Of Texas/texas Am Investment Managment Co 24
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 24
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 24
RVRB - ADVISORS SERIES TRUST - Reverb ETF 24
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 24
Yoder Wealth Management, Inc. 24
SRB Corp 24
Root Financial Partners, LLC 24
PACIFIC SELECT FUND - Equity Index Portfolio Class I 24
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 24
Oak Associates Ltd /oh/ 24
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 24
Adell Harriman & Carpenter Inc 24
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 24
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 24
PWS - Pacer Funds Trust - Pacer WealthShield ETF 24
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 24
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 24
SSO - PROSHARES TRUST - ProShares Ultra S&P500 24
Odey Asset Management Group Ltd 24
Hudson Valley Investment Advisors Inc /adv 24
Hemenway Trust Co LLC 24
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 24
Ken Stern & Associates, Inc. 24
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 24
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 24
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 24
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 24
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 24
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 24
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 24
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 24
Texas Capital Bancshares Inc/tx 24
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 24
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 24
Exxonmobil Investment Management Inc /tx 24
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 24
Middleton & Co Inc/ma 24
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 24
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 24
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 24
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 24
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 24
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 24
Heritage Investors Management Corp 24
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 24
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 24
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 24
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 24
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 24
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 24
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 24
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 24
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 24
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 24
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 24
SCIU - Global X Funds - Global X Scientific Beta US ETF 24
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 24
Cooper/haims Advisors, Llc 24
Jolley Asset Management, LLC 24
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 24
Fluent Financial, LLC 24
Harborview Advisors, LLC 24
Wealthshield, Llc 24
XY Planning Network, Inc. 24
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 24
Spdr S&p 500 Etf Trust 24
Putnam Municipal Opportunities Trust 24
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 24
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 24
Putnam Managed Municipal Income Trust 24
HBC Financial Services, PLLC 24
Paradigm Financial Advisors, LLC 24
Strategic Financial Services, Inc, 24
Mattern Capital Management, Llc 24
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 24
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 24
Fiduciary Planning LLC 24
Xtx Markets Llc 24
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 24
Deseret Mutual Benefit Administrators 24
Smart Portfolios, LLC 24
Eisler Capital Management Ltd. 24
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 24
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 24
MSH Capital Advisors LLC 24
Stephenson National Bank & Trust 24
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 24
Horizons Etf Trust I 24
Glg Inc. 24
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 24
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 24
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 24
Western Asset Managed Municipals Fund Inc. 24
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 24
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 24
Cynosure Advisors, Llc 24
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 24
Trust Investment Advisors 24
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 24
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 24
ACK Asset Management LLC 24
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 24
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 24
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 24
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 24
Haven Private, LLC 24
Valicenti Advisory Services Inc 24
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 24
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 24
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 24
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 24
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 24
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 24
Ikos Cif Ltd 24
Strategic Wealth Management Group, LLC 24
Meridian Financial Partners LLC 24
Nikko Asset Management Americas, Inc. 24
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 24
Roxbury Financial LLC 24
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 24
Alta Advisers Ltd 24
Wealth Architects, LLC 24
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 24
Keystone Financial Group, Inc. 24
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 24
Gleason Group, Inc. 24
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 24
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 24
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 24
Concentrum Wealth Management 24
Summit Wealth & Retirement Planning, Inc. 24
Rodgers Brothers Inc. 24
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 24
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 24
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 24
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 24
Badgley Phelps & Bell Inc 24
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 24
Independent Solutions Wealth Management, LLC 24
Bnc Wealth Management, Llc 24
Baker Ellis Asset Management LLC 24
Cardinal Capital Management 24
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 24
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 24
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 24
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 24
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 24
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 24
Blue Chip Partners, Inc. 24
Johnson Midwest Financial, LLC 24
Kennebec Savings Bank 24
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 24
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 24
Bar Harbor Trust Services 24
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 24
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 24
Suffolk Capital Management Llc 24
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 24
E Fund Management Co., Ltd. 24
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 24
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 24
Brendel Financial Advisors LLC 24
Knuff & Co LLC 24
Symmetry Investments LP 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 24
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 24
Monterey Private Wealth, Inc. 24
Rakuten Investment Management, Inc. 24
GSAPX - GOLDMAN SACHS TRUST - Goldman Sachs Inflation Protected Securities Fund Class A 24
Clarus Group, Inc. 24
Rede Wealth, LLC 24
Opseu Pension Plan Trust Fund 24
WNY Asset Management, LLC 24
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 24
Enterprise Bank & Trust Co 24
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 24
Waddell & Associates, Llc 24
Southeast Asset Advisors Inc. 24
Canvas Wealth Advisors, LLC 24
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 24
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 24
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 24
Sterling Global Strategies LLC 24
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 24
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 24
First Opportunity Fund Inc 24
Strategic Wealth Partners Group LLC 24
Smith Anglin Financial, LLC 24
Siemens Fonds Invest GmbH 24
49 Wealth Management, Llc 24
Cypress Wealth Advisors LLC 24
JTC Employer Solutions Trusteee Ltd 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 24
River Road Asset Management, LLC 24
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 24
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 24
Hood River Capital Management LLC 24
SA FUNDS INVESTMENT TRUST - SA International Value Fund 24
REDW Wealth LLC 24
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 24
Summit Asset Management, LLC 24
Capital Group Private Client Services, Inc. 24
Osterweis Capital Management Inc 24
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 24
Badgley Phelps Wealth Managers, LLC 24
Pier 88 Investment Partners Llc 24
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 24
ABRZX - Aim Investment Funds (invesco Investment Funds) - Invesco Balanced-risk Allocation Fund Class A 24
Sawgrass Asset Management Llc 24
Evergreen Wealth Solutions, LLC 24
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 24
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 24
Cottonwood Capital Advisors, Llc 24
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 24
Astrantus Ltd 24
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 24
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 24
PENN SERIES FUNDS INC - Index 500 Fund 24
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 24
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 24
Aire Advisors, Llc 24
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 24
Securian Funds Trust - SFT Index 500 Fund Class 1 24
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 24
Flynn Zito Capital Management, Llc 24
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 24
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 24
Stonegate Investment Group, LLC 24
3d Asset Management, Inc 24
Endowment Wealth Management, Inc. 24
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 24
RE Dickinson Investment Advisors, LLC 24
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 24
Everpar Advisors Llc 24
Oppenheimer International Bond Fund 24
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 24
Rivernorth Opportunities Fund, Inc. 24
Guardian Wealth Management, Inc. 24
Icapital Wealth Llc 24
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 24
SFI Advisors, LLC 24
Carroll Investors, Inc 24
Bmc Fund Inc 24
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 24
Vanguard Windsor Funds 24
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 24
Quattro Financial Advisors Llc 24
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 24
Trueblood Wealth Management, LLC 24
Premier Path Wealth Partners, LLC 24
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 24
TrueMark Investments, LLC 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 24
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 24
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 24
LGT Group Foundation 24
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 24
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 24
Courage Miller Partners, LLC 24
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 24
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 24
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 24
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 24
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 24
NOSIX - Northern Funds - Northern Stock Index Fund 24
Triasima Portfolio Management inc. 24
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 24
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 24
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 24
NMIEX - Northern Funds - Active M International Equity Fund 24
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 24
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 24
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 24
Hudson Capital Management LLC 24
Farr Miller & Washington Llc/dc 24
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 24
Invesco Municipal Trust 24
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 24
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 24
Invesco High Income Trust Ii 24
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 24
VCFAX - Voya Separate Portfolios Trust - Voya Securitized Credit Fund Class A 24
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 24
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 24
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 24
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 24
Invesco Advantage Municipal Income Trust Ii 24
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 24
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 24
VCGSX - VALIC Co I - Government Securities Fund 24
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 24
Delap Wealth Advisory, Llc 24
Moran Wealth Management, LLC 24
Mosaic Family Wealth Partners, Llc 24
Canal Capital Management, LLC 24
Financial Freedom, LLC 24
Traynor Capital Management, Inc. 24
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 24
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 24
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 24
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 24
Milestones Private Investment Advisors LLC 24
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 23
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 23
Rinkey Investments 23
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 23
McLean Asset Management Corp 23
Moseley Investment Management Inc 23
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 23
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 23
Murchinson Ltd. 23
Allstate Investment Management Co 23
Capital CS Group, LLC 23
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 23
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 23
Highland Financial Advisors, LLC 23
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 23
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 23
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 23
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 23
Ohio National Investments, Inc. 23
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 23
Osborne Partners Capital Management, Llc 23
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 23
Washington Capital Management Inc 23
Riversedge Advisors, Llc 23
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 23
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 23
RMG Wealth Management LLC 23
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 23
Price Jennifer C. 23
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 23
Park Avenue Institutional Advisers LLC 23
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 23
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 23
Bingham Osborn & Scarborough Llc 23
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 23
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 23
Guild Investment Management, Inc. 23
Rokos Capital Management LLP 23
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 23
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 23
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 23
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 23
Barnes Wealth Management Group, Inc 23
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 23
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
Worth Financial Advisory Group, LLC 23
Rodgers & Associates, LTD 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 23
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 23
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 23
GlobalBridge, Inc. 23
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 23
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 23
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 23
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 23
Knott David M 23
Financial Advisory Group 23
Oddo Bhf Asset Management Sas 23
Maple Capital Management, Inc. 23
Burke & Herbert Bank & Trust Co 23
Legacy Wealth Management, LLC / MS 23
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 23
New America High Income Fund Inc 23
Champlain Investment Partners, LLC 23
O'Brien Wealth Partners LLC 23
Fortress Private Ledger, Llc 23
Rnc Capital Management Llc 23
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 23
Findlay Park Partners LLP 23
Petix & Botte Co 23
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 23
AustralianSuper Pty Ltd 23
Mid-American Wealth Advisory Group, Inc. 23
Financial Services Advisory Inc 23
Financial Strategies Group, Inc. 23
Okabena Investment Services Inc 23
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 23
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 23
Kingdon Capital Management, L.l.c. 23
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 23
Sterling Investment Counsel, LLC 23
Columbia Asset Management 23
JAFYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Short Term Government Income Trust NAV 23
BKA Wealth Consulting, Inc. 23
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 23
Taylor Wealth Management Partners 23
APCM Wealth Management for Individuals 23
Detwiler Fenton Investment Management LLC 23
Owen LaRue, LLC 23
Whitebox Mutual Funds 23
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 23
Castle Creek Arbitrage, LLC 23
Holos Integrated Wealth LLC 23
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 23
Brewin Dolphin Wealth Management Ltd 23
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 23
Motley Fool Asset Management LLC 23
Aviso Financial Inc. 23
Invesco Bldrs Index Funds Trust 23
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 23
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 23
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 23
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 23
Mengis Capital Management, Inc. 23
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 23
Gradient Capital Advisors, LLC 23
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 23
Advent Claymore Convertible Securities & Income Fund 23
Colorado Capital Management, Inc. 23
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 23
Origin Asset Management LLP 23
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 23
Jackson Hole Capital Partners, LLC 23
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 23
ASB Consultores, LLC 23
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 23
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund 23
Keystone Global Partners, LLC 23
Day & Ennis, LLC 23
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 23
TD Securities (USA) LLC 23
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 23
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 23
Retirement Financial Solutions, Llc 23
Center For Asset Management LLC 23
Callahan Advisors, LLC 23
Astor Investment Management LLC 23
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 23
Point View Wealth Management, Inc. 23
Criterion Capital Advisors, Llc 23
New York Life Trust Co 23
Baader Bank INC 23
Apollon Financial, LLC 23
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 23
PENN SERIES FUNDS INC - Mid Cap Value Fund 23
Capital Market Strategies LLC 23
Delta Lloyd Asset Management N.v. 23
RIA Advisory Group LLC 23
De Burlo Group Inc 23
Kathleen S. Wright Associates Inc. 23
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 23
Wealth Advisors of Tampa Bay, LLC 23
Robinson Capital Management, Llc 23
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 23
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 23
Catamount Wealth Management 23
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 23
Western Asset Emerging Markets Debt Fund Inc. 23
Mawer Investment Management Ltd. 23
Alta Wealth Advisors LLC 23
Marble Harbor Investment Counsel, LLC 23
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 23
Clal Insurance Enterprises Holdings Ltd 23
Carson Advisory Inc. 23
Walter & Keenan Financial Consulting Co /mi/ /adv 23
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 23
Mondrian Investment Partners LTD 23
Collier Financial 23
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 23
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 23
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 23
Guardian Investor Services Llc 23
Charles Schwab Family Of Funds 23
BigSur Wealth Management LLC 23
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 23
Phoenix Wealth Advisors 23
Israel Discount Bank Of New York /gfn 23
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 23
SHV - iSHARES TRUST - iShares Short Treasury Bond ETF 23
Angel Oak Capital Advisors, LLC 23
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 23
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 23
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 23
Delaware Investments Dividend & Income Fund, Inc 23
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 23
Twelve Points Wealth Management LLC 23
TCF National Bank 23
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 23
Higgins & Schmidt Wealth Strategies LLC 23
Tegean Capital Management, Llc 23
Winthrop Capital Management, LLC 23
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 23
Kernodle & Katon Asset Management Group, LLC 23
Columbus Circle Investors 23
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 23
Fullcircle Wealth Llc 23
Lgl Partners, Llc 23
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 23
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 23
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 23
Joseph Group Capital Management 23
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 23
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 23
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 23
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 23
Allegiance Financial Group Advisory Services LLC 23
Seldon Capital Lp 23
Hunter Associates Investment Management Llc 23
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 23
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 23
Syntegra Private Wealth Group, LLC 23
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 23
Braun Stacey Associates Inc 23
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 23
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 23
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 23
Harvest Portfolios Group Inc. 23
Fairview Capital Investment Management, Llc 23
Abel Hall, LLC 23
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 23
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 23
Wall Street Access Asset Management, LLC 23
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 23
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 23
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 23
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 23
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 23
Seed Wealth Management, Inc. 22
Ardsley Advisory Partners Lp 22
Cullinan Associates Inc 22
SC&H Financial Advisors, Inc. 22
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 22
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 22
Saxon Interests, Inc. 22
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 22
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 22
Elevate Wealth Advisory, Inc 22
Prism Advisors, Inc. 22
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 22
Rainier Group Investment Advisory LLC 22
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 22
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 22
GLOBALT Investments LLC / GA 22
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 22
Knott David M Jr 22
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 22
Five Oceans Advisors 22
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 22
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 22
GQG Partners LLC 22
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 22
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 22
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 22
Ayalon Holdings Ltd. 22
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 22
Kepos Capital LP 22
Edge Financial Advisors LLC 22
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 22
Thomaspartners, Inc. 22
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 22
Strategic Capital Group LLC 22
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 22
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 22
JAHSX - James Alpha Funds Trust - James Alpha EHS Fund Class R6 22
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 22
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 22
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 22
Wilmington Trust Investment Management, LLC 22
FOINX - Tributary Funds, Inc. - Income Fund Institutional 22
PCJ Investment Counsel Ltd. 22
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 22
River Street Advisors LLC 22
West Chester Capital Advisors, Inc 22
PagnatoKarp Partners LLC 22
Legg Mason Investment Counsel & Trust Co., N.A. 22
NCM Capital Management, LLC 22
Sensible Money, LLC 22
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 22
Crew Capital Management, Ltd. 22
Matrix Trust Co 22
Reynolds Capital Management Llc 22
Karpus Management, Inc. 22
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 22
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 22
Patron Partners Advisors, Llc 22
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 22
FOCUS Wealth Advisors, LLC 22
Opes Wealth Management LLC 22
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 22
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 22
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 22
Inspirion Wealth Advisors, Llc 22
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 22
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 22
GBIL - Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 22
Trinity Legacy Partners, LLC 22
KG&L Capital Management,LLC 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 22
Morse Asset Management, Inc 22
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 22
Johnson Financial Group, LLC 22
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 22
Sarasin & Partners LLP 22
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 22
Traveka Wealth, LLC 22
NORTHWESTERN MUTUAL SERIES FUND INC - Long-Term US Government Bond Portfolio 22
Galvin, Gaustad & Stein, LLC 22
Western Financial Corporation 22
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 22
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 22
Amplify ETF Trust - Amplify BlackSwan Tech & Treasury ETF 22
ForthRight Wealth Management, LLC 22
Capstone Triton Financial Group, LLC 22
Cowen Prime Services LLC 22
Your Advocates Ltd., LLP 22
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 22
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 22
Lebenthal Holdings,LLC 22
Morningstar Investment Management LLC 22
LifePro Asset Management 22
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 22
Delta Financial Group, Inc. 22
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 22
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 22
ASR Vermogensbeheer N.V. 22
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 22
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 22
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 22
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 22
Mizuho Securities Co. Ltd. 22
Copper Rock Capital Partners, LLC 22
Allianz Se 22
Smith Chas P & Associates Pa Cpas 22
Investmark Advisory Group LLC 22
Silver Capital Management Llc 22
Foresight Capital Management Advisors, Inc. 22
Jnl Series Trust - Jnl/mellon International Index Fund (a) 22
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 22
Shikiar Asset Management Inc 22
Avanza Fonder AB 22
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 22
Nuveen Intermediate Duration Municipal Term Fund 22
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 22
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 22
Mechanics Financial Corp 22
Mechanics Bank Trust Department 22
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 22
RHS Financial, LLC 22
Hager Investment Management Services, Llc 22
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 22
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 22
Kelly Lawrence W & Associates Inc/ca 22
Argent Trust Co 22
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 22
Portland Global Advisors LLC 22
Ironwood Wealth Management, LLC. 22
Excalibur Management Corp 22
TCUDX - TRUST FOR CREDIT UNIONS - Short Duration Portfolio TCU Shares 22
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 22
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 22
Eukles Asset Management 22
MU Investments Co., Ltd. 22
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 22
First National Bank of Hutchinson 22
IBTF - iSHARES TRUST - iShares iBonds Dec 2025 Term Treasury ETF 22
QTPI - Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 22
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 22
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 22
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 22
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 22
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 22
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 22
A3 Alternative Credit Fund 22
Opulen Financial Group LLC 22
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 22
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 22
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 22
FundX Investment Group, LLC 22
Vision Capital Management, Inc. 22
Deutsche Strategic Municipal Income Trust 22
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 22
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 22
Deutsche Value Series, Inc 22
Lipe & Dalton 22
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 22
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 22
Franklin Templeton International Trust 22
Sound Stewardship, LLC 22
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 22
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 22
Unison Advisors LLC 22
PKS Advisory Services, LLC 22
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 22
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 22
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 22
Chicago Capital, LLC 22
Pacific Financial Group Inc 22
Capital Investment Counsel, Inc 22
Beta Wealth Group, Inc. 22
Trinity Wealth Management, LLC 22
Uncommon Cents Investing LLC 22
CLARET ASSET MANAGEMENT Corp 22
Coyle Financial Counsel LLC 22
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 22
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 22
VCGEX - VALIC Co I - Emerging Economies Fund 22
Resource Management, LLC 22
Ovata Capital Management Ltd 22
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 22
New Potomac Partners, LLC 22
Oppenheimer Small Cap Value Fund 22
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 22
Anderson Financial Strategies, LLC 22
Exane Asset Management 22
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 22
Inverness Counsel Llc /ny/ 22
Brightworth 22
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 22
Czech National Bank 22
Dodge & Cox 22
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 22
Advisors Management Group Inc /adv 22
Summit Wealth Group, LLC 22
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 22
VBCVX - VALIC Co I - Systematic Value Fund 22
Nuveen Municipal Credit Opportunities Fund 22
Vinva Investment Management Ltd 22
Tableaux Llc 22
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 22
Newtyn Management, LLC 22
Evexia Wealth Llc 22
Invesco Value Municipal Income Trust 22
Harding Loevner Lp 22
Forte Capital Llc /adv 22
American Asset Management Inc. 22
Bensler, LLC 22
Starfire Investment Advisers, Inc. 22
Arbor Investment Advisors, LLC 22
Morling Financial Advisors, LLC 22
Verum Partners LLC 22
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 22
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 22
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio 22
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 22
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 22
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 22
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 22
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 22
Polianta Ltd 22
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 22
DMG Group, LLC 22
DGS Capital Management, LLC 22
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 22
Ilmarinen Mutual Pension Insurance Co 22
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 22
Charles Schwab Trust Co 22
New Capital Management LP 22
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 22
Capitolis Liquid Global Markets LLC 22
Parametric Market Neutral Portfolio 22
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 22
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 22
BARING ASSET MANAGEMENT Ltd 22
Degroof Petercam Asset Management 22
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 22
Sustainable Insight Capital Management, LLC 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 22
Iridian Asset Management Llc/ct 22
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 21
BERIX - Chartwell Funds - Berwyn Income Fund 21
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 21
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 21
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 21
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 21
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 21
Ninety One North America, Inc. 21
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 21
Raub Brock Capital Management LP 21
TFR Capital, LLC. 21
MYDA Advisors LLC 21
Berkeley, Inc 21
Divergent Wealth Advisors, Llc 21
Reyes Financial Architecture, Inc. 21
Riverchase Wealth Management, Llc 21
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 21
J. L. Bainbridge & Co., Inc. 21
JGP Wealth Management, LLC 21
Wealth & Pension Services Group, Inc. 21
Asset Advisors Investment Management, LLC 21
Vision Financial Markets Llc 21
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 21
Lord & Richards Wealth Management, LLC 21
Kentucky Trust Co 21
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 21
Avantra Family Wealth, Inc. 21
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 21
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 21
Howard Financial Services, Ltd. 21
Blackrock Enhanced Global Dividend Trust 21
Blackrock Enhanced International Dividend Trust 21
Himco Variable Insurance Trust 21
Heritage Oak Wealth Advisors Llc 21
Swaine & Leidel Wealth Services, Llc 21
CMC Financial Group 21
Droms Strauss Advisors Inc /mo/ /adv 21
Roubaix Capital, LLC 21
C-J Advisory, Inc. 21
Spectrum Wealth Advisory Group, LLC 21
Patton Fund Management, Inc. 21
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 21
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 21
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 21
Weaver Capital Management LLC 21
Fairman Group, LLC 21
FJ Investments, LLC 21
Bulltick Wealth Management, LLC 21
Eight 31 Financial Llc 21
Midland Wealth Advisors Llc 21
Canopy Partners, LLC 21
Traction Financial Partners, LLC 21
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 21
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 21
HTLF Bank 21
Tyche Wealth Partners LLC 21
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 21
Philip James Wealth Mangement, LLC 21
Keener Financial Planning LLC 21
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 21
Sabadell Asset Management, S.A S.G.I.I.C 21
Comprehensive Wealth Management, LLC 21
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 21
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 21
Wildermuth Endowment Strategy Fund 21
Sykon Capital Llc 21
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 21
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 21
Prudential Global Short Duration High Yield Fund, Inc. 21
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 21
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 21
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 21
Kraft, Davis & Associates, LLC 21
TCUUX - TRUST FOR CREDIT UNIONS - Ultra-Short Duration Portfolio TCU Shares 21
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 21
Aspen Grove Capital, LLC 21
Ccm Investment Advisers Llc 21
Red Lighthouse Investment Management, Llc 21
Bowen Hanes & Co Inc 21
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 21
Millington Financial Advisors, LLC 21
Paul Damon & Associates, Inc. 21
Aldebaran Financial Inc. 21
Centurion Wealth Management LLC 21
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 21
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 21
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 21
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 21
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 21
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 21
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 21
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 21
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 21
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 21
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 21
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 21
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 21
Cito Capital Group, LLC 21
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 21
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 21
Fund Management at Engine No. 1 LLC 21
Lockerman Financial Group, Inc. 21
Opus Investment Management Inc 21
Cornerstone Advisors Inc 21
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 21
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 21
Regatta Capital Group, Llc 21
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 21
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 21
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 21
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 21
Thrive Wealth Management, LLC 21
Letko, Brosseau & Associates Inc 21
Northcape Wealth Management, Llc 21
Wealth Effects Llc 21
Jackson Thornton Asset Management, Llc 21
Ahl Investment Management, Inc. 21
Insight 2811, Inc. 21
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 21
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 21
CFO4Life, L.P. 21
Columbia Advisory Partners Llc 21
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 21
Radnor Capital Management, LLC 21
Benson Investment Management Company, Inc. 21
Threadgill Financial, Llc 21
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 21
Delek Group, Ltd. 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 21
PIMCO Dynamic Income Opportunities Fund 21
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 21
Navalign, LLC 21
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 21
Kimelman & Baird, LLC 21
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 21
Navis Wealth Advisors, LLC 21
Williams Financial, LLC 21
Domani Wealth, LLC 21
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 21
Ninety One SA (PTY) Ltd 21
Schnieders Capital Management Llc 21
Capstone Financial Advisors, Inc. 21
Berkeley Capital Partners, LLC 21
Financial Management Network Inc 21
Wealth Management Partners, LLC 21
Kaizen Financial Strategies 21
Summit Wealth Group Llc / Co 21
Integrated Wealth Counsel, Llc 21
Gardner Russo & Quinn Llc 21
LEDIX - LAZARD FUNDS INC - Lazard Emerging Markets Debt Portfolio Institutional Shares 21
JS Capital Management LLC 21
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 21
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 21
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 21
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 21
Baron Financial Group, LLC 21
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 21
StellarOne CORP 21
SimpliFi, Inc. 21
First Dallas Securities Inc. 21
Milestone Advisory Partners 21
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 21
WAVEX - NORTHERN LIGHTS FUND TRUST II - Longboard Managed Futures Strategy Fund Class A Shares 21
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 21
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 21
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 21
SFY - Tidal ETF Trust - SoFi Select 500 ETF 21
Cloud Capital Management, LLC 21
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 21
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 21
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 21
Canandaigua National Corp 21
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 21
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 21
Peoples Bank /oh 21
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 21
Espalier Global Management LLC 21
Wills Financial Group, Inc. 21
Coe Capital Management, LLC 21
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 21
MXEGX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Inflation-Protected Securities Fund Institutional Class 21
United Bank 21
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 21
HHG & Company, LLC 21
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 21
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 21
New Century Advisors, LLC 21
Dumont & Blake Investment Advisors Llc 21
Affinity Capital Advisors, LLC 21
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 21
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 21
Zions Trust, National Association 21
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 21
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 21
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 21
Wealth Enhancement & Preservation of GA, LLC 21
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 21
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 21
Vontobel Swiss Wealth Advisors AG 21
Oppenheimer Main Street Small Cap Fund 21
FDO Partners, LLC 21
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 21
South Plains Financial, Inc. 21
Sound Financial Strategies Group, LLC 21
PYA Waltman Capital, LLC 21
West Coast Financial LLC 21
Murphy, Middleton, Hinkle & Parker, Inc. 21
Verde Servicos Internacionais S.A. 21
HDV - iSHARES TRUST - iShares Core High Dividend ETF 21
PBMares Wealth Management LLC 21
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 21
King Investment Advisors Inc/tx 21
Atlas Brown,Inc. 21
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 21
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 21
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 21
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 21
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 21
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 21
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 21
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 21
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 21
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 21
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 21
B & T Capital Management DBA Alpha Capital Management 21
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 21
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 21
GMCDX - GMO TRUST - GMO Emerging Country Debt Fund Class III 21
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 21
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 21
Cohen Lawrence B 21
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 21
Moreno Evelyn V 21
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 21
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 21
Gyroscope Capital Management Group, Llc 21
Khp Capital, Llc 21
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 21
Platte River Capital LLC 21
King Wealth 21
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 21
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 21
10-15 Associates, Inc. 21
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 21
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 20
Jordan Park Group LLC 20
Sprott Inc. 20
Hall Laurie J Trustee 20
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 20
Gs Investments, Inc. 20
EverPoint Asset Management, LLC 20
Creekside Partners 20
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 20
Nuveen S&p 500 Buywrite Income Fund 20
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 20
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 20
STRV - EA Series Trust - Strive 500 ETF 20
Pacific Alternative Asset Management Company, Llc 20
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 20
Close Asset Management Ltd 20
MLDR - Global X Funds - Global X Intermediate-Term Treasury Ladder ETF 20
Ray Gerald L & Associates Ltd 20
Levy Wealth Management Group, LLC 20
KLCM Advisors, Inc. 20
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 20
Burns J W & Co Inc/ny 20
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 20
Shoker Investment Counsel, Inc. 20
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 20
Grayhawk Investment Strategies Inc. 20
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 20
Round Rock Advisors, LLC 20
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 20
Ehrlich Financial Group 20
Archetype Wealth Partners 20
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 20
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 20
GDAFX - GOLDMAN SACHS TRUST - Goldman Sachs Alternative Premia Fund Class A 20
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 20
Wallace Advisory Group, LLC 20
Jamison Eaton & Wood Inc /nj 20
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 20
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 20
Capital Wealth Management, Llc 20
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 20
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 20
May Hill Capital, LLC 20
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 20
Symmetry Peak Management Llc 20
Junto Capital Management LP 20
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 20
Invesco Quality Municipal Income Trust 20
Montis Financial, LLC 20
Investors Financial Group, LLC 20
Whitaker-Myers Wealth Managers, LTD. 20
Greatmark Investment Partners, Inc. 20
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 20
American National Registered Investment Advisor, Inc. 20
Wick Capital Partners, LLC 20
Pecaut & Co. 20
Df Dent & Co Inc 20
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 20
Wright Managed Equity Trust 20
Oppenheimer Capital Income Fund 20
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 20
Covenant Asset Management, LLC 20
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 20
Gitterman Wealth Management, LLC 20
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 20
Fortress Wealth Management, Inc. 20
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 20
Legacy Financial Strategies, LLC 20
Waypoint Capital Advisors, LLC 20
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 20
Supplemental Annuity Collective Trust of NJ 20
LaSalle Street Capital Management, LLC 20
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 20
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 20
Andrew Hill Investment Advisors, Inc. 20
Grant/GrossMendelsohn, LLC 20
Sanctuary Wealth Management, L.L.C. 20
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 20
BancorpSouth Inc 20
Capital Impact Advisors, LLC 20
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 20
Magnolia Private Wealth, LLC 20
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 20
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 20
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 20
DRSK - ETF Series Solutions - Aptus Defined Risk ETF 20
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 20
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 20
Meridian Financial, LLC 20
Allen Investment Management LLC 20
Innova Wealth Partners 20
Fure Financial Corp 20
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 20
Gamble Jones Investment Counsel 20
American National Bank & Trust Co /va/ 20
British Airways Pensions Investment Management Ltd 20
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 20
Sumitomo Mitsui Financial Group, Inc. 20
Next Level Private LLC 20
EHLS - Tidal Trust II - Even Herd Long Short ETF 20
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 20
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 20
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 20
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 20
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 20
Titus Wealth Management 20
Alaethes Wealth LLC 20
Blackstone Group Inc 20
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 20
VEGN - ETF Series Solutions - US Vegan Climate ETF 20
MRP Capital Investments, LLC 20
Quotient Wealth Partners, LLC 20
Argent Wealth Management LLC 20
Noesis Capital Mangement Corp 20
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 20
Europacific Growth Fund 20
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 20
Goodman Financial Corp 20
Belmont Capital, LLC 20
Kerrisdale Advisers, LLC 20
Live Oak Private Wealth LLC 20
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 20
Nokota Management, LP 20
Game Creek Capital, LP 20
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 20
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 20
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 20
Vantage Financial Partners Ltd., Inc. 20
FJ Capital Long/Short Equity Fund 20
J. W. Coons Advisors, LLC 20
Cohen & Steers Capital Management Inc 20
Bank & Trust Co 20
Western Asset Intermediate Muni Fund Inc. 20
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 20
Abbrea Capital, LLC 20
Epic Trust Investment Advisors, LLC 20
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 20
Tilden Park Management I LLC 20
International Private Wealth Advisors LLC 20
Pictet & Cie (Europe) SA 20
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 20
Chemung Canal Trust Co 20
Advanced Research Investment Solutions, Llc 20
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 20
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 20
Trust Asset Management LLC 20
Graham Capital Wealth Management, Llc 20
Altman Advisors, Inc. 20
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 20
Cetera Trust Company, N.A 20
Reitz Capital Advisors LLC 20
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 20
Conrad Siegel Investment Advisors, Inc. 20
Lincoln Capital Corp 20
Adamsbrown Wealth Consultants Llc 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 20
CXI Advisors 20
Madison Wealth Partners, Inc 20
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 20
Weatherly Asset Management L. P. 20
American Money Management, LLC 20
Powell Investment Advisors, LLC 20
Arjuna Capital 20
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 20
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 20
Options Solutions, Llc 20
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 20
DVY - iSHARES TRUST - iShares Select Dividend ETF 20
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 20
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 20
Afam Capital, Inc. 20
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 20
Nuveen Core Plus Impact Fund 20
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 20
HF Advisory Group, LLC 20
North Ridge Wealth Advisors, Inc. 20
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 20
Vishria Bird Financial Group, LLC 20
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 20
Pier Capital, LLC 20
Summit Financial Strategies, Inc. 20
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 20
Values First Advisors, Inc. 20
Arvest Investments, Inc. 20
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 20
Spreng Capital Management, Inc. 20
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 20
Pt Asset Management, Llc 20
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 20
Sloy Dahl & Holst, LLC 20
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 20
Sage Financial Group Inc 20
Chelsea Counsel Co 20
Dreyfus High Yield Strategies Fund 20
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 20
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 20
Main Street Research LLC 20
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 20
Brown Wealth Management, Llc 20
Bedell Frazier Investment Counseling, LLC 20
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 20
Drucker Wealth 3.0, LLC 20
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 20
Kettle Hill Capital Management, Llc 20
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 20
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 20
Legacy Solutions, Llc 20
Kings Path Partners LLC 20
Neuberger Berman Intermediate Municipal Fund Inc 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 20
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 20
Schwallier Wealth Management LLC 20
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 20
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 20
Members Wealth Llc 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 20
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 20
Waverton Investment Management Ltd 20
Destra Investment Trust Ii 20
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 20
Apex Capital Management 20
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 20
Mcrae Capital Management Inc 20
Northside Capital Management, LLC 20
Curian Series Trust 20
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 20
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 20
Clarity Financial LLC 20
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 20
Austin Wealth Management, LLC 20
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 20
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 20
German American Bancorp, Inc. 20
Leeward Investments, LLC - MA 20
Elk River Wealth Management, LLC 20
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 20
Belmont Global Advisors, Inc. 20
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 20
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 20
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 20
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 20
Rockwood Wealth Management, LLC 20
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 20
Arvest Bank Trust Division 20
Apollo Management Holdings, L.P. 20
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 20
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 20
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 20
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 20
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 20
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 20
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 20
Puff Wealth Management, Llc 20
Legacy Capital Partners, Inc. 20
Augustine Asset Management Inc 20
JAHAX - SARATOGA ADVANTAGE TRUST - James Alpha EHS Portfolio Class A Shares 20
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 20
Asset Planning,Inc 20
Ruffer LLP 20
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 20
Nicolet Bankshares Inc 20
GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I 20
Scout Funds 20
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 20
Advisors' Inner Circle Fund - Loomis Sayles Full Discretion Institutional Securitized Fund Institutional Class Shares 20
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 20
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 20
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 20
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 19
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 19
Roanoke Asset Management Corp/ Ny 19
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 19
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 19
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 19
Northeast Investment Management 19
Wescott Financial Advisory Group, LLC 19
PGVFX - FORUM FUNDS - Polaris Global Value Fund 19
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 19
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 19
Qualcomm Inc/de 19
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 19
Highwater Wealth Management, LLC 19
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 19
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 19
Western Asset Municipal Partners Fund Inc. 19
Broadview Funds Trust 19
Chiron Investment Management, LLC 19
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 19
Catalyst Financial Partners Llc 19
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 19
First Business Financial Services, Inc. 19
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 19
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 19
Crowley Wealth Management, Inc. 19
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 19
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 19
Newport Capital Group, LLC 19
Nuveen Flexible Investment Income Fund 19
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 19
Farley Capital L.p. 19
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 19
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 19
Lam Group, Inc. 19
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 19
Generali Asset Management SPA SGR 19
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 19
Basso Capital Management, L.p. 19
Fiduciary Family Office, Llc 19
1ws Credit Income Fund 19
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 19
one8zero8, LLC 19
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 19
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 19
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 19
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 19
Kaydan Wealth Management, Inc. 19
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 19
Madison Investment Advisors, LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 19
Arvest Trust Co N A 19
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 19
Successful Portfolios LLC 19
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 19
City Of London Investment Management Co Ltd 19
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 19
Foronjy Financial Llc 19
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 19
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 19
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 19
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 19
Brouwer & Janachowski, LLC 19
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 19
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 19
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 19
Union Bancaire Privee, UBP SA 19
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 19
Oppenheimer Limited-term Bond Fund 19
Centre Asset Management, LLC 19
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 19
Seacliff Capital, Llc 19
Portland Investment Counsel Inc. 19
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class 19
GRATRY & Co LLC 19
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 19
Compton Wealth Advisory Group, LLC 19
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 19
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 19
Chessman Wealth Strategies Ria 19
Aegon Asset Management Uk Plc 19
Mazama Capital Management Inc 19
RWC Asset Management LLP 19
Marco Investment Management Llc 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 19
Dialectic Capital Management, Lp 19
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 19
NS Partners Ltd 19
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 19
Alerus Investment Advisors Corp 19
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 19
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 19
Bbjs Financial Advisors, Llc 19
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 19
Tevis Investment Management 19
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 19
Cutler Investment Counsel Llc 19
Power Corp of Canada 19
Greenfield Savings Bank 19
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 19
SHMDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Debt Fund Class I 19
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 19
Turim 21 Investimentos Ltda. 19
Fund Evaluation Group, LLC 19
Catapult Capital Management Llc 19
LaFleur & Godfrey LLC 19
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 19
NEOS Investment Management LLC 19
Beaumont Capital Management, LLC 19
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 19
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 19
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 19
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 19
Saudi Central Bank 19
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 19
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 19
MSTI - Madison ETFs Trust - Madison Short-Term Strategic Income ETF 19
Hickory Asset Management, Inc. 19
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 19
Financial Guidance Group, Inc. 19
Cohen Capital Management, Inc. 19
EHP Funds Inc. 19
Selway Asset Management 19
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 19
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 19
Peak Capital Management Llc 19
Idaho Trust Bank 19
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 19
Goepper Burkhardt LLC 19
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 19
West Wealth Group, LLC 19
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 19
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 19
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 19
Artemis Wealth Advisors, LLC 19
Dougherty Wealth Advisers LLC 19
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 19
Girard Securities, Inc. 19
Red Spruce Capital, LLC 19
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 19
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 19
Greenspring Advisors, LLC 19
Kleinwort Benson Investors Dublin Ltd 19
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 19
44 Wealth Management Llc 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 19
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 19
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 19
Stone Toro Investment Advisers, LP 19
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 19
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 19
FUKOKU MUTUAL LIFE INSURANCE Co 19
Anchorage Capital Group, L.L.C. 19
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 19
Perpetual Investment Management Ltd 19
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 19
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 19
Nippon Life Insurance Co 19
Hotaling Investment Management, LLC 19
Edgemoor Investment Advisors, Inc. 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Bond Fund Class 1 19
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 19
AlphaCentric Advisors LLC 19
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 19
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 19
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 19
Cornerstone Planning, LLC 19
LWM Advisory Services, LLC 19
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 19
Mkd Wealth Coaches, Llc 19
Bear Mountain Capital, Inc. 19
Cypress Capital Management Llc 19
Matrix Asset Advisors Inc/ny 19
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 19
Copperwynd Financial, LLC 19
Thrivent Core Funds - Thrivent Core International Equity Fund 19
WHV Investments, Inc. 19
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 19
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 19
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 19
Douglas Lane & Associates, LLC 19
Yarger Wealth Strategies, Llc 19
Taconic Capital Advisors LP 19
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 19
Plimoth Trust Co Llc 19
DoubleLine ETF Adviser LP 19
Davy Global Fund Management Ltd 19
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 19
Gould Capital, LLC 19
Crawford Fund Management, LLC 19
Luminist Capital LLC 19
OWSBX - OLD WESTBURY FUNDS INC - Old Westbury Short-Term Bond Fund 19
Oppenheimer Global Multi-asset Growth Fund 19
Client 1st Advisory Group, Llc 19
Advantage Trust Co 19
Kepos Capital LP 19
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 19
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 19
Stony Point Wealth Management Inc. 19
Menard Financial Group LLC 19
Manhattan West Asset Management, LLC 19
Aurora Investment Counsel 19
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 19
Sculati Wealth Management, LLC 19
PL Capital, LLC 19
MFS VARIABLE INSURANCE TRUST II - MFS Government Securities Portfolio Initial Class 19
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 19
Convergence Financial, LLC 19
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 19
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 19
IBTE - iSHARES TRUST - iShares iBonds Dec 2024 Term Treasury ETF 19
ROSS\JOHNSON & Associates LLC 19
STXM - EA Series Trust - Strive Mid-Cap ETF 19
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 19
ACVF - ETF Opportunities Trust - American Conservative Values ETF 19
Atherton Lane Advisers, Llc 19
America First Investment Advisors, LLC 19
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 19
Summit Investment Advisors, Inc. 19
Bell Bank 19
Voya Emerging Markets High Dividend Equity Fund 19
Forefront Analytics, LLC 19
PENN SERIES FUNDS INC - Mid Core Value Fund 19
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 19
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 19
WPWealth LLP 19
Whalen Wealth Management Inc. 19
MADDEN SECURITIES Corp 19
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 19
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 19
Newfoundland Capital Management 19
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 19
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 19
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 19
First Wilshire Securities Management Inc 19
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 19
3EDGE Asset Management, LP 19
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 19
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 19
Fosun International Ltd 19
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 19
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 19
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 19
Context Capital Funds 19
Weatherstone Capital Management 19
Gmt Capital Corp 19
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 19
Prince Street Capital Management LLC 19
SCSSX - STERLING CAPITAL FUNDS - Sterling Capital Securitized Opportunities Fund A Class 19
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 19
Three Corner Global Investors LP 19
Ergawealth Advisors, Inc. 19
Jnl Strategic Income Fund Llc 19
Independence Advisors, LLC 19
Schroder Capital Funds (delaware) 19
Schwartz Investment Counsel Inc 19
Everstar Asset Management, LLC 19
Galaxy Capital Trading Ltd 19
Cambridge Financial Group, LLC 19
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 18
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 18
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 18
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 18
Cascade Investment Group, Inc. 18
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 18
Bluesphere Advisors, LLC 18
Omega Financial Group, LLC 18
Vantage Point Financial LLC 18
CastleKnight Management LP 18
Davis Selected Advisers 18
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 18
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 18
Otter Creek Advisors, LLC 18
KeyPoint Capital Management, LLC 18
Sompo Japan Nipponkoa Asset Management Co.,ltd. 18
Ironbridge Funds, Inc. 18
Theory Financial Llc 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 18
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 18
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 18
URTRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2030 Fund 18
Caz Investments Lp 18
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 18
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 18
DHNAX - DIAMOND HILL FUNDS - Diamond Hill Core Plus Bond Fund Investor 18
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 18
Newgate Capital Management Llc 18
Bank of Kentucky, Inc. 18
Blue Edge Capital, LLC 18
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 18
URFRX - USAA MUTUAL FUNDS TRUST - Target Retirement 2040 Fund 18
Lighthouse Financial Advisors, Inc. 18
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 18
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 18
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 18
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 18
Malaga Cove Capital, LLC 18
Granahan Investment Management Inc/ma 18
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 18
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 18
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 18
Equitec Specialists, Llc 18
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 18
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 18
General Electric Co 18
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 18
Concentric Wealth Management, Llc 18
Siena Capital Llc 18
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 18
Hill Island Financial Llc 18
Davidson Kempner Capital Management Lp 18
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 18
Armstrong, Fleming & Moore, Inc 18
Truehand, Inc 18
Florida Financial Advisors, Llc 18
Southern Capital Advisors, Llc 18
FPNIX - FPA NEW INCOME INC - FPA New Income, Inc. 18
Alternative Strategies Fund 18
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 18
Hopwood Financial Services, Inc. 18
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 18
EFIX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Emerging Markets Debt ETF 18
Andina Capital Management, LLC 18
Pwmco Llc 18
Pear Tree Advisors Inc 18
Winebrenner Capital Management Llc 18
Quantum Private Wealth, LLC 18
Mra Associates Usa Llc 18
Jacobson & Schmitt Advisors, Llc 18
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 18
Dentgroup LLC 18
Martin & Co Inc /tn/ 18
Emerald Advisors, LLC 18
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 18
OHIO NATIONAL FUND INC - ON International Equity Portfolio 18
Delta Capital Management Llc 18
Cassia Capital Partners, LLC 18
John Hancock Tax-advantaged Global Shareholder Yield Fund 18
Lecap Asset Management Ltd 18
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 18
Lvm Capital Management Ltd/mi 18
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 18
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 18
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 18
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 18
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 18
Spectrum Asset Management, Inc. 18
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 18
Buckingham Capital Management, Inc. 18
Confluence Wealth Management LLC 18
Community Capital Management, Inc. 18
Oppenheimer Corporate Bond Fund 18
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 18
Baldwin Investment Management, LLC 18
Corsair Capital Management, L.p. 18
Adirondack Retirement Specialists, Inc. 18
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 18
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 18
Sandbox Financial Partners, LLC 18
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 18
CORDA Investment Management, LLC. 18
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 18
Neuberger Berman High Yield Strategies Fund Inc. 18
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 18
First Trust High Income Long/short Fund 18
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 18
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 18
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 18
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 18
20/20 Capital Management, Inc. 18
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 18
Markston International Llc 18
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 18
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 18
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 18
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 18
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 18
Connacht Asset Management LP 18
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 18
Capital Advantage, Inc. 18
Elgethun Capital Management 18
Physicians Financial Services, Inc. 18
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 18
Liontrust Investment Partners LLP 18
Capital Advisors Wealth Management, LLC 18
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 18
Pring Turner Capital Group Inc 18
FC Advisory LLC 18
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 18
American Trust Investment Advisors, LLC 18
MBA Advisors LLC 18
Founders Capital Management, Llc 18
TrimTabs Asset Management, LLC 18
Meridian Management Co 18
Ritter Daniher Financial Advisory, Llc 18
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 18
Richardson Capital Management LLC 18
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 18
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 18
Wiser Advisor Group LLC 18
Investment Management Of Virginia Llc 18
Canada Post Corp Registered Pension Plan 18
Ewa, Llc 18
Crux Wealth Advisors 18
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 18
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 18
Smith Thornton Advisors LLC 18
GKV Capital Management Co., Inc. 18
Summit Financial Group, Inc. 18
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 18
Geneva Partners, LLC 18
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 18
Sterling Ridge Capital Management LP 18
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 18
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 18
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 18
Promus Capital, LLC 18
DSIGX - BNY MELLON ULTRA SHORT INCOME FUND - BNY Mellon Ultra Short Income Fund Class Z 18
Boltwood Capital Management 18
Burkett Financial Services, Llc 18
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 18
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 18
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 18
Am Investment Strategies Llc 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 18
Waters Parkerson & Co., Llc 18
Seros Financial, LLC 18
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 18
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 18
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 18
Btr Capital Management Inc 18
Douglas C. Lane & Associates, Inc. 18
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 18
TOWER TRUST Co 18
Derby & Company, Inc 18
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 18
Duff & Phelps Investment Management Co 18
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 18
Plan Group Financial, LLC 18
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 18
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 18
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 18
Danda Trouve Investment Management, Inc. 18
Bowman & Co S.C. 18
Transatlantique Private Wealth Llc 18
ETF Portfolio Partners, Inc. 18
UNIVEST FINANCIAL Corp 18
Corsicana & Co. 18
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 18
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 18
Slagle Financial, LLC 18
RTD Financial Advisors, Inc. 18
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 18
Jnl Series Trust - Jnl/s&p 4 Fund (a) 18
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 18
Narwhal Capital Management 18
Hyman Charles D 18
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 18
Lombard Odier & Cie (Canada), Limited Partnership 18
Sovarnum Capital L.p. 18
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 18
Cyrus J. Lawrence, LLC 18
O'Shares Investment Advisers, LLC 18
Voya Prime Rate Trust 18
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 18
Mitchell Mcleod Pugh & Williams Inc 18
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 18
Kenmare Capital Partners, L.L.C. 18
Bryce Point Capital, LLC 18
McCarthy Asset Management, Inc. 18
Nvest Financial, LLC 18
VSSVX - VALIC Co I - Small Cap Special Values Fund 18
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 18
Indices-Pac Research Corp. 18
Tax-managed Global Small-cap Portfolio 18
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 18
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 18
Q3 Asset Management 18
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 18
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 18
Braver Wealth Management, LLC 18
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 18
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 18
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 18
New Covenant Trust Company, N.A. 18
First Ascent Asset Management, LLC 18
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 18
IBTI - iSHARES TRUST - iShares iBonds Dec 2028 Term Treasury ETF 18
Granite FO LLC 18
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 18
Russell Clark Investment Management Ltd 18
Atlas Legacy Advisors, LLC 18
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 18
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 18
Orleans Capital Management Corp/la 18
Uniplan Investment Counsel, Inc. 18
Efficient Market Advisors, LLC 18
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 18
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 18
Reliant Investment Management, LLC 18
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 18
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 18
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 18
Hendershot Investments Inc. 18
LKBAX - LKCM Funds - LKCM Balanced Fund 18
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 18
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 18
Carlson Capital Management 18
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 18
RB Capital Management, LLC 18
Harmony Asset Management Llc 18
Cai Capital Management, Inc. 18
NOINX - Northern Funds - Northern International Equity Index Fund 18
Sebold Capital Management, Inc. 18
Investment Advisory Group, LLC 18
Blake Schutter Theil Wealth Advisors, LLC 18
Richard C. Young & CO., LTD. 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Government Bond Fund Class I 18
Claris Financial LLC 18
Columbus Hill Capital Management, L.P. 18
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 18
J2 Capital Management Inc 18
Hosking Partners LLP 18
Falcon Point Capital, Llc 18
Lifestyle Asset Management, Inc. 18
Passport Capital, LLC 18
Torch Wealth Management LLC 18
Lodestar Private Asset Management Llc 18
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 18
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 18
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 18
HITE Hedge Asset Management LLC 18
Comprehensive Money Management Services LLC 18
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 18
Empire Life Investments Inc. 18
Ark & Tlk Investments, Llc 18
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 18
Onefund, Llc 18
Fountainhead AM, LLC 18
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 18
Pineno Levin & Ford Asset Management, Inc. 18
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 18
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 18
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 18
NOLCX - Northern Funds - Northern Large Cap Core Fund 18
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 18
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 18
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 18
VCIEX - VALIC Co I - International Equities Index Fund 18
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 18
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 18
Mizuho Securities Usa Llc 18
Asset Allocation & Management Company, LLC 18
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 18
Employers Holdings, Inc. 18
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 18
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 18
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 18
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 18
Coordinated Financial Services, Inc./CO 18
G2 Capital Management, Llc / Oh 18
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 18
Nuveen Select Maturities Municipal Fund 18
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 18
Avitas Wealth Management LLC 18
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 18
Perennial Advisors, LLC 18
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 17
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 17
Emory University 17
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 17
Concord Asset Management, LLC/VA 17
Franklin Mutual Advisers Llc 17
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 17
Cottage Street Advisors LLC 17
SSIZX - Northern Lights Fund Trust - Sierra Tactical Core Income Fund Class A Shares 17
Jd Capital Management Llc 17
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 17
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 17
Paradigm Capital Management Inc/ny 17
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 17
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 17
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 17
MMPEX - MAINSTAY FUNDS TRUST - MainStay ESG Multi-Asset Allocation Fund SIMPLE Class 17
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 17
Peachtree Investment Advisors, Inc. 17
YieldStreet Prism Fund Inc. 17
Three Peaks Capital Management, LLC 17
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 17
BT Wealth Management LLC 17
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 17
Fruth Investment Management 17
Continental Investors Services, Inc. 17
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 17
ACT Advisors, LLC. 17
Advisor Consultant Network Inc 17
Stokes & Hubbell Capital Management, LLC 17
Destra International & Event-driven Credit Fund 17
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 17
Viking Fund Management Llc 17
IBTG - iSHARES TRUST - iShares iBonds Dec 2026 Term Treasury ETF 17
BOS Asset Management, LLC 17
Bickling Financial Services, Inc. 17
Accordant Advisory Group Inc 17
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 17
Cypress Asset Management Inc/tx 17
Henry James International Management Inc. 17
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 17
Autus Asset Management, LLC 17
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 17
Cooke & Bieler Lp 17
Triton Wealth Management, PLLC 17
Autonomy Capital (Jersey) L.P. 17
PPM Funds - PPM High Yield Core Fund (Inst) 17
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 17
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 17
WIREX - PFS FUNDS - Wireless Fund 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 17
Spouting Rock Asset Management, LLC 17
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 17
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 17
CFSTX - COMMERCE FUNDS - The Short Term Government Fund Shares 17
Stonehage Fleming (uk) Ltd 17
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 17
Carrera Capital Advisors 17
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 17
Del-Sette Capital Management, LLC 17
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 17
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 17
Cherry Creek Investment Advisors, Inc. 17
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 17
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 17
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 17
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 17
Senator Investment Group LP 17
Alaska Permanent Capital Management 17
Waycross Partners, Llc 17
Shaker Investments Llc/oh 17
Oceanside Advisors LLC 17
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 17
National Penn Investors Trust Co /pa 17
WUSAX - WANGER ADVISORS TRUST - Wanger USA 17
Financial Consulate, Inc 17
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 17
Great Point Wealth Advisors, LLC 17
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 17
Virtus Insight Trust 17
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 17
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 17
RFG - Bristol Wealth Advisors, LLC 17
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 17
Leading Edge Financial Planning LLC 17
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 17
RiverGlades Family Offices LLC 17
Platte River Wealth Advisors, LLC 17
Eaton Vance Short Duration Diversified Income Fund 17
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 17
RMBFX - RMB INVESTORS TRUST - RMB Mendon Financial Long/Short Fund Class A 17
Minot Wealth Management LLC 17
STIP - iSHARES TRUST - iShares 0-5 Year TIPS Bond ETF 17
New Generation Advisors, Llc 17
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 17
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 17
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 17
Roffman Miller Associates Inc /pa/ 17
Wells Financial Advisors INC 17
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 17
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 17
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 17
Prescott Group Capital Management, L.l.c. 17
Curtis Advisory Group, LLC 17
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 17
Private Wealth Advisors, Inc. 17
Carmignac Gestion 17
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 17
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 17
Palisades Investment Partners, LLC 17
BUFG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Buffered Allocation Growth ETF 17
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 17
Financial Partners Capital Management Llc 17
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 17
Papp L Roy & Associates 17
IBTD - iSHARES TRUST - iShares iBonds Dec 2023 Term Treasury ETF 17
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 17
Flagship Wealth Advisors, Llc 17
ESL Trust Services, LLC 17
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 17
Christopher J. Hasenberg, Inc 17
Westshore Wealth, LLC 17
All Terrain Financial Advisors, LLC 17
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 17
Western Asset Municipal Defined Opportunity Trust Inc. 17
Noven Financial Group, Inc. 17
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 17
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 17
Bnp Paribas 17
New Perspective Fund 17
Columbia Trust Co 01012016 17
Tactive Advisors, LLC 17
Blackrock Enhanced Equity Dividend Trust 17
JCIC Asset Management Inc. 17
Meriwether Wealth & Planning, LLC 17
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 17
Gruss & Co., LLC 17
Planning Solutions Group Llc 17
Round Hill Asset Management 17
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 17
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 17
Investment Management Corp /va/ /adv 17
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 17
Sunflower Bank, N.A. 17
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 17
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 17
Private Wealth Partners, LLC 17
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 17
WealthTrust Asset Management, LLC 17
URFFX - USAA MUTUAL FUNDS TRUST - Target Retirement 2050 Fund 17
Johanson Financial Advisors, Inc. 17
URINX - USAA MUTUAL FUNDS TRUST - Target Retirement Income Fund 17
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 17
Northstar Investment Advisors Llc 17
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 17
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 17
Fmb Wealth Management 17
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 17
Warberg Asset Management LLC 17
Wheatland Advisors Inc 17
Rockport Wealth LLC 17
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 17
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 17
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 17
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 17
Miller Value Partners, Llc 17
Rice Partnership, LLC 17
Barry Investment Advisors, LLC 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
Kendall Capital Management 17
Holderness Investments Co 17
Hovde Capital Advisors Llc 17
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 17
Karn, Couzens & Associates, Inc. 17
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 17
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 17
Minot DeBlois Advisors LLC 17
Gendell Jeffrey L Et Al 17
Ledgewood Wealth Advisors, LLC 17
True Vision MN LLC 17
Xcel Wealth Management, LLC 17
Benedetti & Gucer, Inc. 17
Cornerstone Strategic Value Fund Inc 17
Cooperatieve Rabobank U.A. 17
Mizuho Markets Americas Llc 17
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 17
Geller Advisors LLC 17
Axiom Advisory, LLC 17
Cora Capital Advisors Llc 17
A. D. Beadell Investment Counsel, Inc. 17
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 17
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 17
Avenue Income Credit Strategies Fund 17
BCR Wealth Strategies, LLC 17
Kiely Wealth Advisory Group, Inc. 17
Bank Of Stockton 17
Prasad Wealth Partners, LLC 17
QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares 17
Isi Strategy Fund Inc 17
Bridgecreek Investment Management, LLC 17
Susquehanna International Group Ltd. 17
Liberty One Investment Management, Llc 17
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 17
Three Seasons Wealth, LLC 17
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 17
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 17
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Debt Fund CLASS P 17
Deutsche Money Market Trust 17
Voya International High Dividend Equity Income Fund 17
Kanawha Capital Management Llc 17
Mufg Securities Americas Inc. 17
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 17
Cascades Capital Asset Management, LLC 17
AM Squared Ltd 17
Nicola Wealth Management Ltd. 17
Sollinda Capital Management LLC 17
Next Century Growth Investors Llc 17
McNaughton Wealth Management, LLC 17
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 17
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 17
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 17
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 17
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 17
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 17
Varma Mutual Pension Insurance Co 17
Oxinas Partners Wealth Management LLC 17
Alpine Global Dynamic Dividend Fund 17
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 17
Abacus Wealth Partners, LLC 17
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 17
BTG Pactual Asset Management US LLC 17
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 17
Tiemann Investment Advisors, Llc 17
Palo Capital, Inc. 17
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 17
SHMDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Fund Institutional Class 17
Castle Creek Capital Partners Iv, Lp 17
Dover Advisors, Llc 17
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 17
Axim Planning & Wealth 17
Poehling Capital Management, LLC 17
Breakwater Investment Management 17
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 17
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 17
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 17
Davis Asset Management, L.P. 17
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 17
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 17
Source Financial Advisors LLC 17
VMCVX - VALIC Co II - Mid Cap Value Fund 17
Lester Murray Antman dba SimplyRich 17
Axiom Financial Strategies, LLC 17
VELA Funds - VELA Income Opportunities Fund Class A 17
Claymore Exchange-traded Fund Trust 2 17
Eq Wealth Advisors, Llc 17
Sentry Investments Corp. 17
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 17
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 17
Shulman DeMeo Asset Management LLC 17
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 17
Grand Wealth Management, Llc 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 17
Sanders Capital, LLC 17
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 17
Algebris (uk) Ltd 17
W Advisors, Llc 17
Farmers & Merchants Trust Co of Long Beach 17
WoodTrust Financial Corp 17
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 17
Harvest Capital Management Inc 17
Coastwise Capital Group, LLC 17
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 17
Perfromance Wealth Partners, LLC 17
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 17
Foresight Wealth Management, LLC 17
Westbourne Investment Advisors, Inc. 17
Counsel Portfolio Services Inc. 17
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 17
Woodstock Corp 17
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 17
Ransom Advisory, Ltd 17
Alpine Total Dynamic Dividend Fund 17
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 17
Accredited Investors Inc. 17
GDS Wealth Management 17
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 17
Michael S. Ryan, Inc. 17
Dividend & Income Fund 17
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 17
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 17
Cornerstone Financial Partners, LLC 17
Palisades Hudson Asset Management, L.P. 17
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 17
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 17
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 17
Rock Point Advisors, LLC 17
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 16
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 16
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 16
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 16
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 16
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 16
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 16
Global View Capital Management LLC 16
Vontobel Asset Management Inc 16
MKP Capital Management, L.L.C. 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 16
Hayek Kallen Investment Management 16
Bigelow Investment Advisors, LLC 16
Laraway Financial Inc 16
Oak Asset Management, LLC 16
New Amsterdam Partners Llc/ny 16
Horizon Family Wealth, Inc. 16
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 16
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 16
Ramius Advisors Llc 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 16
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 16
Kera Capital Partners, Inc. 16
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 16
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 16
Fbl Investment Management Services Inc/ia 16
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 16
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 16
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 16
Groupe la Francaise 16
NSI Retail Advisors, LLC 16
Highfields Capital Management Lp 16
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 16
EVGLX - World Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 16
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 16
Aspire Capital Advisors LLC 16
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 16
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 16
Sonora Investment Management Group, LLC 16
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 16
VNBTrust, National Association 16
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 16
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 16
Quad Capital Management Advisors LLC 16
Riverpoint Wealth Management Holdings, LLC 16
Shorepoint Capital Partners LLC 16
Kestrel Investment Management Corp 16
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 16
S&co Inc 16
Epstein & White Financial LLC 16
Valued Retirements, Inc. 16
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 16
LOMMX - CGM TRUST - CGM Mutual Fund 16
Sanford Advisory Services, LLC 16
CWC Advisors, LLC. 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 16
Cardinal Point Wealth Management Partners, LLC 16
STXT - EA Series Trust - Strive Total Return Bond ETF 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 16
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 16
Nuveen Quality Preferred Income Fund 16
Select Asset Management & Trust 16
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 16
Camden Asset Management L P /ca 16
Blenheim Capital Management, BV 16
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 16
Kure Advisory, LLC 16
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 16
Colrain Capital Llc 16
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 16
Growth Fund Of America 16
3Chopt Investment Partners, LLC 16
Community Bank & Trust, Waco, Texas 16
Cedar Capital, Llc 16
Fedenia Advisers LLC 16
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 16
ParenteBeard Wealth Management, LLC 16
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 16
Investor's Fiduciary Advisor Network, LLC 16
Townsend & Associates, Inc 16
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 16
X-Square Capital, LLC 16
Martin Currie Ltd 16
AGOVX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Income Fund Class A 16
Port Capital LLC 16
Compass Efficient Model Portfolios, LLC 16
Cornerstone Advisors Asset Management, Inc 16
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 16
Securian Funds Trust - SFT T. Rowe Price Value Fund 16
Brooks, Moore & Associates, Inc. 16
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 16
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 16
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 16
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 16
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 16
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 16
Morgan Stanley Income Securities Inc 16
IVC Wealth Advisors LLC 16
Wafra Inc. 16
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 16
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 16
MSNCX - MFS MUNICIPAL SERIES TRUST - MFS North Carolina Municipal Bond Fund A 16
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 16
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 16
Filament LLC 16
Rogco, Lp 16
Chesapeake Wealth Management 16
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 16
Altrius Capital Management Inc 16
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 16
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF 16
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 16
MFARX - MFS MUNICIPAL SERIES TRUST - MFS Arkansas Municipal Bond Fund A 16
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 16
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 16
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 16
Beaumont Asset Management, L.L.C. 16
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 16
Nkcfo Llc 16
Ade, Llc 16
Lane & Associates LLC 16
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 16
Fidelity D & D Bancorp Inc 16
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 16
True Capital Management 16
Haafor (Singapore) Pte. Ltd. 16
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 16
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 16
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 16
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 16
Union Savings Bank 16
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 16
Randolph Co Inc 16
Trilogy Global Advisors Lp 16
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 16
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 16
Saiers Capital, LLC 16
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 16
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 16
Moab Capital Partners LLC 16
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 16
Sierra Summit Advisors Llc 16
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 16
Balanced Rock Investment Advisor 16
PACIFIC FUNDS SERIES TRUST - PF Inflation Managed Fund CLASS P 16
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 16
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 16
Prosperitas Financial LLC 16
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 16
Cue Financial Group, Inc. 16
Haverford Financial Services, Inc. 16
Mitsubishi UFJ Asset Management (UK) Ltd. 16
National Rural Electric Cooperative Association 16
ORBA Wealth Advisors, L.L.C. 16
Cumberland Advisors Inc 16
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 16
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 16
Coulter & Justus Financial Services, LLC 16
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 16
PENN SERIES FUNDS INC - Quality Bond Fund 16
PENN SERIES FUNDS INC - Smid Cap Value Fund 16
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 16
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 16
Benedict Financial Advisors Inc 16
HSBC FUNDS - HSBC High Yield Fund Class A 16
NOIGX - Northern Funds - Northern International Equity Fund 16
Militia Capital Partners, LP 16
STXG - EA Series Trust - Strive 1000 Growth ETF 16
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 16
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 16
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 16
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 16
Quest Investment Management Llc 16
Concentric Capital Strategies, LP 16
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 16
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 16
17 Capital Partners, Llc 16
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 16
Caldwell & Orkin Inc 16
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 16
Birch Hill Investment Advisors LLC 16
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 16
Morgan Stanley Emerging Markets Debt Fund Inc 16
Parameter Capital Management LLC 16
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 16
DecisionMap Wealth Management, LLC 16
Lomas Capital Management, LLC 16
CIC Wealth, LLC 16
PCY - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 16
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 16
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 16
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 16
FEDERATED CORE TRUST - High Yield Bond Portfolio 16
Frederick Financial Consultants, LLC 16
Marvin & Palmer Associates Inc 16
TimesSquare Capital Management, LLC 16
First National Advisers, LLC 16
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 16
American Independence Financial Services LLC 16
Nuance Investments, Llc 16
JBJ Investment Partners, LLC 16
Capital Investment Counsel, LLC 16
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 16
Elkhorn Investments, LLC 16
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 16
Towerpoint Wealth, LLC 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
Newport Wealth Strategies, Inc. 16
AQINX - AQR Funds - AQR International Equity Fund Class N 16
Bond & Devick Financial Network, Inc. 16
Maryland Capital Advisors Inc. 16
Richwood Investment Advisors, LLC 16
Columbia River Financial Group, LLC 16
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 16
Kavi Asset Management, LP 16
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 16
Hall Capital Management Co Inc 16
O'ROURKE & COMPANY, Inc 16
Robinson Value Management, Ltd. 16
QVT Financial LP 16
Meyer Handelman Co 16
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 16
CMH Wealth Management LLC 16
Vance Wealth, Inc. 16
Partners Wealth Management, Llc 16
Global Opportunities Portfolio - Global Opportunities Portfolio 16
Baxter Bros Inc 16
360 Financial, Inc. 16
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 16
Atlanta Consulting Group Advisors, LLC 16
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 16
Traverso Chambers Private Wealth Management, LLC 16
Lincluden Management Ltd 16
Qvr Llc 16
Dohj, Llc 16
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 16
Indie Asset Partners, LLC 16
Fortress Investment Group LLC 16
Helium Advisors LLC 16
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 16
Dreyfus Cash Management 16
BRCAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Balanced-Risk Commodity Strategy Fund Class A 16
BIGTX - Monteagle Funds - The Texas Fund Class I 16
Bridgewealth Advisory Group, LLC 16
Liberty Square Wealth Partners Llc 16
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 16
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 16
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 16
Midwest Financial Group LLC 16
Bridge Creek Capital Management LLC 16
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 16
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 16
Financial Avengers, Inc. 16
Court Place Advisors, LLC 16
New World Fund Inc 16
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 16
REBAX - Columbia Funds Series Trust II - Columbia Emerging Markets Bond Fund Class A 16
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 16
Genus Capital Management Inc. 16
Family Capital Trust Co 16
Granite Investment Advisors, LLC 16
Financial Advisory Corp 16
Federated Premier Municipal Income Fund 16
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 16
Landsberg, Bennett, & Dubbaneh LLC 16
Ccg Wealth Management, Llc 16
FLTN - Collaborative Investment Series Trust - Rareview Inflation/Deflation ETF 16
Tatro Capital, LLC 16
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 16
Western Asset Municipal High Income Fund Inc. 16
Ashmore Group plc 16
Deuterium Capital Management, LLC 16
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 16
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 16
Omega Advisors Inc. 16
Hara Capital LLC 16
Parnassus Investments /ca 16
Consultiva Wealth Management, Corp. 16
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 16
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 16
Eudaimonia Advisors Llc 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 16
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 16
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 16
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 16
Baillie Gifford & Co 16
FSM Wealth Advisors, LLC 16
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 16
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 16
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 16
Linden Advisors Lp 16
Trium Capital LLP 16
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 16
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 16
Ag2r La Mondiale Gestion D'actifs 16
Schooner Investment Group, LLC. 16
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 16
Tran Capital Management, L.p. 16
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 16
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 16
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 16
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 16
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 16
Brown Miller Wealth Management, LLC 16
Delphia (USA) Inc. 16
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 16
Parvin Asset Management, LLC 16
Annandale Capital, LLC 16
Eaton Financial Holdings Company, LLC 16
Argyle Capital Partners, LLC 16
AVVYX - AMERICAN CENTURY VARIABLE PORTFOLIOS INC - VP Avantis Global Equity Allocation Fund Y Class 16
Spectrum Financial Alliance Ltd LLC 16
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 16
Bank of Marin 16
Zazove Associates Llc 16
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 16
Cypress Financial Planning Llc 16
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 16
Access Investment Management LLC 16
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 16
Sadoff Investment Management Llc 16
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 16
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 16
Allen Mooney & Barnes Investment Advisors LLC 16
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 16
Lombard Odier Transatlantic, Limited Partnership 16
Schwarz Dygos Wheeler Investment Advisors Llc 16
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 16
H. L. Ormond & Company, LLC 16
Wittenberg Investment Management, Inc. 16
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 16
Ally Financial Inc. 16
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 16
USSH - WisdomTree Trust - WisdomTree 1-3 Year Laddered Treasury Fund 16
Capital City Trust Co/fl 16
Sky Investment Group LLC 16
Valley Forge Asset Management, Llc 16
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 16
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 16
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 16
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 16
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 16
Twin Lakes Capital Management, LLC 16
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 16
BlackRock Funds V - BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares 16
Gruber & Mcbaine Capital Management Llc 16
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 16
Ellenbecker Investment Group 16
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 16
Golden Green, Inc. 16
Sather Financial Group Inc 16
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 16
Vanguard Specialized Funds 16
Clune & Associates, Ltd. 16
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 16
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 16
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 16
Flippin Bruce & Porter Inc 16
Defined Wealth Management, Llc 16
AEGON USA Investment Management, LLC 16
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 16
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 16
Strategic Advocates LLC 16
Clear Street Llc 16
Swarthmore Group Inc 16
Cannell Capital Llc 16
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 16
Camden National Bank 16
Adroit Compliance, LLC 16
Merkkuri Wealth Advisors LLC 16
Hershey Financial Advisers, LLC 15
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 15
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 15
Fortaleza Asset Management Inc/ 15
Axonic Funds - Axonic Strategic Income Fund Class A Shares 15
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 15
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 15
Icc Capital Management Inc/ 15
Aspen Wealth Strategies, LLC 15
Strategic Equity Management 15
Proquility Private Wealth Partners, LLC 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
Unique Wealth, Llc 15
Scott & Selber, Inc. 15
Vantage Investment Partners, LLC 15
Etfidea, Llc 15
Hill Investment Group Partners, LLC 15
Islet Management, LP 15
ARS Investment Partners, LLC 15
Relative Value Partners, LLC 15
PACIFIC SELECT FUND - Comstock Portfolio Class I 15
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 15
Stamos Capital Partners, L.p. 15
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 15
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 15
Delaware Investments National Municipal Income Fund 15
Svenska Handelsbanken AB (publ) 15
Banta Asset Management Lp 15
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 15
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 15
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 15
TCP Asset Management, LLC 15
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 15
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 15
Front Barnett Associates Llc 15
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 15
Cornerstone Total Return Fund Inc 15
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 15
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 15
Spectrum Advisory Services Inc 15
Harbor Group, Inc. 15
Kinloch Capital, LLC 15
PFW Advisors LLC 15
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 15
Ctc Llc 15
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 15
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 15
Atlanta Capital Management Co L L C 15
XTEN - BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 15
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 15
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 15
Guidance Capital, Inc 15
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 15
Exos TFP Holdings LLC 15
Scoggin Management Lp 15
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 15
Bedrijfstakpensioenfonds Voor De Media Pno 15
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 15
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 15
Pensionfund Sabic 15
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 15
Ar Asset Management Inc 15
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 15
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 15
Advanced Series Trust - Ast International Value Portfolio 15
Roberts Glore & Co Inc /il/ 15
Terril Brothers, Inc. 15
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 15
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 15
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 15
Etesian Wealth Advisors, Inc. 15
First National Bank of Mount Dora, Trust Investment Services 15
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 15
UBP Investment Advisors SA 15
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 15
Marshwinds Advisory Co 15
AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF 15
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 15
Montrusco Bolton Investments Inc. 15
Equita Financial Network, Inc. 15
Carderock Capital Management Inc 15
GMICX - GMO TRUST - GMO International Equity Fund Class II 15
NOIEX - Northern Funds - Northern Income Equity Fund 15
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 15
Bach Investment Advisors Ltd 15
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 15
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 15
Pergamon Offshore Advisors, L.P. 15
Joule Financial, LLC 15
Campbell Newman Asset Management Inc 15
Strategies Wealth Advisors, LLC 15
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 15
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 15
KRMA - Global X Funds - Global X Conscious Companies ETF 15
Vista Capital Partners, Inc. 15
Culbertson A N & Co Inc 15
Willner & Heller, Llc 15
Atalanta Sosnoff Capital, Llc 15
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 15
Manatuck Hill Partners, LLC 15
GenWealth Group, Inc. 15
Poplar Forest Capital LLC 15
Providence First Trust Co 15
Cedar Hill Associates, Llc 15
Spartan Planning & Wealth Management 15
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 15
Reynders McVeigh Capital Management, LLC 15
Abner Herrman & Brock Llc 15
Master Portfolio Trust 15
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 15
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 15
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 15
LGT Fund Management Co Ltd. 15
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 15
Hourglass Capital, Llc 15
Elm Advisors, Llc 15
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 15
James Hambro & Partners 15
Northeast Planning Associates, Inc. / Nh / 15
Catawba Capital Management /va 15
Kabarec Financial Advisors, Ltd. 15
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 15
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 15
Decatur Capital Management, Inc. 15
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 15
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 15
Hamilton Point Investment Advisors, LLC 15
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 15
Owl Creek Asset Management, L.P. 15
Meadow Creek Wealth Advisors Llc 15
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 15
Pioneer Diversified High Income Trust 15
Cove Street Capital, LLC 15
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 15
Orgel Wealth Management, LLC 15
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 15
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 15
Rowland & Co Investment Counsel/adv 15
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 15
Logan Stone Capital, LLC 15
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 15
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 15
BATEX - Blackrock Allocation Target Shares - Bats Series E 15
Tower Square Investment Management, Llc 15
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 15
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 15
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 15
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 15
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 15
HoyleCohen, LLC 15
Parr Mcknight Wealth Management Group, Llc 15
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 15
Blackston Financial Advisory Group, LLC 15
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 15
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 15
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 15
WESCAP Management Group, Inc. 15
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 15
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 15
Jafra Capital Management LP 15
Cornerstone Advisors, LLC 15
Overland Advisors, LLC 15
Capricorn Fund Managers Ltd 15
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 15
Integrity Wealth Solutions LLC 15
OMNI 360 Wealth, Inc. 15
Frontier Asset Management, LLC 15
Ipsen Advisor Group LLC 15
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 15
Treynor Bancshares, Inc. 15
Chemistry Wealth Management LLC 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I 15
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 15
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 15
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 15
Pillar Wealth Advisors, LLC 15
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 15
Sig Brokerage, Lp 15
Stone Point Wealth LLC 15
Barnes Pettey Financial Advisors, Llc 15
American Planning Services, Inc. 15
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 15
JPL Wealth Management, LLC 15
VCULX - VALIC Co I - Growth Fund 15
MAS Advisors LLC 15
Portfolio Design Labs, LLC 15
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 15
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 15
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 15
Stiles Financial Services Inc 15
Alan B. Lancz & Associates, Inc. 15
MFSCX - MFS MUNICIPAL SERIES TRUST - MFS South Carolina Municipal Bond Fund A 15
VELA Investment Management, LLC 15
Empyrean Capital Partners, LP 15
Huntleigh Advisors, Inc. 15
Aquire Wealth Advisors, LLC 15
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 15
Argonautica Private Wealth Management, Inc 15
Alliance Wealth Management Group 15
Keb Asset Management, Llc 15
Fore Research & Management, LP 15
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 15
PAELX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Local Currency Bond Fund Advisor Class 15
Overbrook Management Corp 15
Ml & R Wealth Management Llc 15
CA Family Wealth, LLC 15
First Trust Investment Solutions L.P. 15
EQCHX - Investment Managers Series Trust II - AXS Chesapeake Strategy Fund Class I Shares 15
Avondale Wealth Management 15
Brookside Capital Management Llc 15
Greenwood Gearhart Inc 15
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 15
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 15
Lodestone Wealth Management LLC 15
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 15
Shelton Wealth Management, Llc 15
Viking Global Investors Lp 15
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 15
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 15
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 15
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 15
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 15
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 15
Planning Directions Inc 15
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 15
Endex Capital Management Llc 15
Managed Account Services Inc 15
FF Advisors,LLC 15
Steadfast Capital Management Lp 15
Lara, May & Associates, Llc 15
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 15
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 15
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 15
Folger Nolan Fleming Douglas Capital Management, Inc 15
Equity Investment Corp 15
Aull & Monroe Investment Management Corp 15
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 15
US Asset Management LLC 15
Villere St Denis J & Co Llc 15
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 15
Essex LLC 15
QSTAX - Advisors Preferred Trust - Quantified STF Fund Advisor Class Shares 15
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 15
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 15
Intellus Advisors LLC 15
LST - Managed Portfolio Series - Leuthold Select Industries ETF 15
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 15
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 15
Truffle Hound Capital, LLC 15
Sagil Capital Llp 15
Channel Wealth Llc 15
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 15
Granite Point Capital Management, L.P. 15
Snider Financial Group 15
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 15
PROFUNDS - ProFund Access VP High Yield 15
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 15
Itau USA Asset Management Inc. 15
Boyer & Corporon Wealth Management, LLC 15
Providence Wealth Advisors, LLC 15
Henderson Global Funds 15
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 15
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 15
EVFGX - World Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund R4 Class Shares 15
EVFMX - World Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund R4 Class Shares 15
IFG Advisors, LLC 15
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 15
Arrowroot Family Office, LLC 15
Impact Capital Partners LLC 15
Intrepid Capital Management Inc 15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 15
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 15
Embree Financial Group 15
Fpc Investment Advisory, Inc. 15
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 15
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 15
Gratus Wealth Advisors, LLC 15
Coordinated Financial Services, Inc. 15
Axis Wealth Partners, LLC 15
PIMCO FUNDS - PIMCO Real Return Portfolio 15
PTRIX - PIMCO FUNDS - PIMCO Mortgage-Backed Securities Fund Institutional 15
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 15
Generali Investments CEE, investicni spolecnost, a.s. 15
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 15
Simmons First Trust Co Na 15
Mezzasalma Advisors, LLC 15
Hanover Advisors Inc 15
Red Cedar Investment Management, Llc 15
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 15
DSC Advisors, L.P. 15
Institutional Investment Strategy Fund 15
Amplify ETF Trust - Amplify AI Powered Equity ETF 15
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 15
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 15
BlueStem Wealth Partners, LLC 15
Lansdowne Partners (uk) Llp 15
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 15
BHK Investment Advisors, LLC 15
Veridan Wealth LLC 15
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 15
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 15
Paragon Associates & Paragon Associates Ii Joint Venture 15
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 15
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 15
HFG Wealth Management, LLC 15
SFBPX - GREAT-WEST FUNDS INC - Great-West SecureFoundation Balanced ETF Fund Class A 15
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 15
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 15
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 15
South Shore Capital Advisors 15
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 15
25 Llc 15
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 15
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 15
Matauro, Llc 15
Trellus Management Company, LLC 15
Trust For Advisor Solutions 15
Railway Pension Investments Ltd 15
Smith Capital Management Inc /ar/adv 15
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 15
Curran Financial Partners, LLC 15
Foyston, Gordon, & Payne Inc 15
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 15
Centerpoint Advisory Group 15
Ceros Financial Services Inc. 15
Laird Norton Trust Company, Llc 15
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 15
Outfitter Advisors, Ltd. 15
Turner Funds 15
Guggenheim Taxable Municipal Managed Duration Trust 15
American Financial & Tax Strategies Inc 15
Beacon Trust Co 15
Missouri Valley Partners, Inc. 15
Seven Mile Advisory 15
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 15
Pacific Global Investment Management Co 15
Select Equity Group, L.P. 15
Hardin Capital Partners, LLC 15
Oregon Pacific Wealth Management, LLC 15
Teewinot Capital Advisers, L.L.C. 15
Brady Martz Wealth Solutions, LLC 15
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional 15
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 15
Wealth Watch Advisors, INC 15
Hamilton Wealth, LLC 15
Permanens Capital L.P. 15
Grant Private Wealth Management Inc 14
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 14
Artal Group S.A. 14
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 14
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 14
First Citizens Financial Corp 14
Northland Capital Management LLC 14
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 14
Winthrop Advisory Group LLC 14
Penn Mutual Asset Management, LLC 14
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 14
Unified Investment Management 14
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 14
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 14
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 14
Optima Capital Llc 14
Oppenheimer Ultra-short Duration Fund 14
Sarofim Fayez 14
Private Wealth Group, LLC 14
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 14
Cowen Investment Management LLC 14
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 14
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 14
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 14
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 14
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 14
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A 14
GGIIX - GuideStone Funds - Global Impact Fund Investor 14
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 14
Gray Wealth Management Inc. 14
Scott Marsh Financial, LLC 14
Inverness Investment Group, LLC 14
EnRich Financial Partners LLC 14
Kaye Capital Management 14
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 14
Quartz Partners, LLC 14
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 14
EQACX - Investment Managers Series Trust II - AXS Aspect Core Diversified Strategy Fund Class C Shares 14
Morton Community Bank 14
Forty4 Asset Management LLC 14
Legacy Trust 14
Keystone Financial Services 14
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 14
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 14
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 14
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 14
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 14
Montgomery Investment Management Inc 14
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 14
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 14
Carnegie Lake Advisors LLC 14
Factorial Partners, Llc 14
Tang Capital Management Llc 14
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 14
Meredith Wealth Planning 14
Steward Partners Investment Solutions, Llc 14
Black Diamond Financial, LLC 14
Keynote Financial Services Llc 14
Tealwood Asset Management Inc 14
Periscope Capital Inc. 14
Solitude Financial Services 14
Trivant Custom Portfolio Group, LLC 14
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 14
Lutz Financial Services LLC 14
Fusion Capital, LLC 14
Warren Street Wealth Advisors, LLC 14
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 14
Schaper Benz & Wise Investment Counsel Inc/wi 14
M.e. Allison & Co., Inc. 14
NEIRG Wealth Management, LLC 14
Pacific Asset Management, LLC 14
Beutel, Goodman & Co Ltd. 14
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 14
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 14
Orbis Allan Gray Ltd 14
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 14
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 14
Spurstone Advisory Services, LLC 14
Sentinel Group Funds Inc 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 14
Monaco Asset Management SAM 14
Par Capital Management Inc 14
Valley National Bancorp 14
Aquila Investment Management LLC 14
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 14
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 14
Alteri Wealth LLC 14
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 14
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 14
Curat Global, LLC 14
Precept Management LLC 14
Wells Fargo Income Opportunities Fund 14
LeJeune Puetz Investment Counsel LLC 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 14
Tricadia Capital Management, LLC 14
Acas, Llc 14
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 14
Narus Financial Partners, LLC 14
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 14
Financial Life Advisors 14
Correct Capital Wealth Management 14
Castle Financial & Retirement Planning Associates, Inc. 14
Eclectic Associates Inc /adv 14
Lionshead Wealth Management, LLC 14
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 14
Tanager Wealth Management LLP 14
Tradition Asset Management Llc 14
RELIANCE TRUST Co 14
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 14
Van Den Berg Management I, Inc 14
Ascension Capital Advisors, Inc. 14
Horizon Wealth Management, LLC 14
Castle Hook Partners LP 14
Fielder Capital Group LLC 14
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 14
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 14
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 14
Barlow Wealth Partners, Inc. 14
Board of the Pension Protection Fund 14
Skyline Asset Management Lp 14
Intrinsic Edge Capital Management LLC 14
Constellation Wealth Advisors, LLC 14
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 14
Westbourne Investments, Inc. 14
Navigoe, LLC 14
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 14
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 14
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 14
Paulson & Co. Inc. 14
Fore Capital, LLC 14
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 14
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 14
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 14
Peak Financial Advisors Llc 14
Capital Markets Trading UK LLP 14
Alta Capital Management Llc/ 14
Shellback Capital, LP 14
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 14
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 14
Access Financial Services, Inc. 14
First Trust Mortgage Income Fund 14
LifePlan Financial, LLC 14
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 14
RBA Wealth Management, LLC 14
Eagle Rock Investment Company, Llc 14
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 14
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 14
Oak Family Advisors, Llc 14
Tower Wealth Partners, Inc. 14
Mastrapasqua Asset Management Inc 14
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 14
Modus Advisors, LLC 14
Valley Forge Investment Consultants Inc Adv 14
FirstPurpose Wealth LLC 14
Guardian Investment Management 14
John Hancock GA Mortgage Trust 14
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 14
Wilkins Miller Wealth Management, LLC 14
TFLO - iSHARES TRUST - iShares Treasury Floating Rate Bond ETF 14
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 14
Opera Trading Capital 14
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 14
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 14
Code Waechter LLC 14
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 14
BBT Capital Management, LLC 14
Curated Wealth Partners LLC 14
Hollow Brook Wealth Management LLC 14
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 14
Weather Gauge Advisory, LLC 14
Majedie Asset Management Ltd 14
Custom Portfolio Group LLC 14
Burgundy Asset Management Ltd. 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 14
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 14
LOM Asset Management Ltd 14
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 14
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 14
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 14
Shaolin Capital Management LLC 14
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 14
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 14
Cardinal Strategic Wealth Guidance 14
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 14
Lord Abbett Developing Growth Fund, Inc. 14
Nuveen Municipal High Income Opportunity Fund 14
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 14
Total Wealth Planning, Llc 14
Sunburst Financial Group, LLC 14
Dixon Mitchell Investment Counsel Inc. 14
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 14
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 14
Lazard Global Total Return & Income Fund Inc 14
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I 14
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 14
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 14
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 14
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 14
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 14
LongView Wealth Management 14
Applied Capital LLC/FL 14
Martin Capital Partners, LLC 14
Inlet Private Wealth, LLC 14
Oakwood Capital Management Llc/ca 14
Susquehanna Trust & Investment Co 14
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 14
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 14
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 14
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 14
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 14
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 14
Continuum Wealth Advisors, Llc 14
Orbitronix, LP 14
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 14
iAB Financial Bank 14
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 14
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 14
One River Asset Management, LLC 14
Westmount Partners, LLC 14
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 14
Ofi Invest Asset Management 14
Indus Capital Partners, Llc 14
Brooklyn FI, LLC 14
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 14
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 14
Insight Inv LLC 14
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 14
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 14
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 14
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 14
Nadler Financial Group, Inc. 14
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 14
First County Bank /CT/ 14
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 14
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 14
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 14
PIMCO Access Income Fund 14
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 14
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 14
Tiger Management L.l.c. 14
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 14
Tranquilli Financial Advisor LLC 14
Pioneer High Income Trust 14
Avenir Corp 14
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 14
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 14
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 14
Acap Strategic Fund 14
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 14
Eagle Capital Management, LLC 14
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 14
FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund 14
TMD Wealth Management, LLC 14
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 14
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 14
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 14
Knollwood Investment Advisory, LLC 14
Eaton Vance Tax-managed Buy-write Opportunities Fund 14
Harrington Investments, INC 14
Fintrust Investment Advisory Services, Llc 14
Fulcrum Asset Management LLP 14
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 14
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 14
Palogic Value Management, L.P. 14
Lafayette Investments, Inc. 14
Jupiter Wealth Management LLC 14
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 14
Wealthcare Capital Partners, LLC 14
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 14
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 14
USFR - WisdomTree Trust - WisdomTree Floating Rate Treasury Fund N/A 14
PSMM - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Moderately Conservative Multi-Asset Allocation ETF 14
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 14
Merrion Investment Management Co, LLC 14
Harvest Management Llc 14
Alphadyne Asset Management, LLC 14
Rand Wealth, Llc 14
Element Pointe Advisors, Llc 14
Stansberry Asset Management, Llc 14
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 14
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 14
Outfitter Financial LLC 14
GSG Advisors LLC 14
GSMFX - GMO TRUST - GMO SGM Major Markets Fund Class III 14
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 14
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 14
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 14
Ruggaard & Associates LLC 14
BluePath Capital Management, LLC 14
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 14
PSMB - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Balanced Multi-Asset Allocation ETF 14
Copley Financial Group, Inc. 14
Chapin Davis, Inc. 14
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 14
Kdi Capital Partners Llc 14
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 14
TUG - Listed Funds Trust - STF Tactical Growth ETF 14
Steamboat Capital Partners, LLC 14
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 14
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 14
Phillips Wealth Planners LLC 14
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 14
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 14
Eventide Asset Management, Llc 14
Dreyfus Manager Funds I 14
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 14
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 14
Castellan Group, LLC 14
VACVX - VALIC Co II - Large Cap Value Fund 14
Ridgeline Wealth, LLC 14
Engine No. 1 Llc 14
Rainier Investment Management Mutual Funds 14
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 14
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 14
Ramiah Investment Group 14
Scholtz & Company, Llc 14
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 14
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 14
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 14
Aip Series Trust 14
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 14
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 14
Usa Mutuals Advisors, Inc. 14
Sei Liquid Asset Trust 14
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 14
Allianzgi Diversified Income & Convertible Fund 14
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 14
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 14
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 14
Fir Tree Capital Management Lp 14
Passive Capital Management, LLC. 14
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 14
Quantum Capital Management, LLC / NJ 14
Provida Pension Fund Administrator 14
Baring International Investment Ltd 14
Congress Park Capital LLC 14
JNL SERIES TRUST - JNL International Index Fund (I) 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Strategy Portfolio Class 3 14
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 14
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 14
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 14
SUNAMERICA SERIES TRUST - SA VCP Dynamic Allocation Portfolio Class 3 14
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 14
M3 Advisory Group, LLC 14
Long Wharf Investors, Inc. 14
Rainey & Randall Investment Management Inc. 14
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 14
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 14
Skba Capital Management Llc 14
Guardian Partners Inc. 14
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 14
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 14
Nuveen Quality Preferred Income Fund 3 14
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 14
Accredited Investor Services, Llc 14
PICTET BANK & TRUST Ltd 14
Financial Council Asset Management Inc 14
Canoe Financial LP 14
Spirepoint Private Client, Llc 14
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 14
Emrys Partners, L.P. 14
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 14
Bpv Family Of Funds 14
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 14
EisnerAmper Wealth Management Corporate Benefits, LLC 14
OGGYX - JPMORGAN TRUST II - JPMorgan Government Bond Fund Class R6 14
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 14
Auxano Advisors, LLC 14
Patriot Wealth Management, Inc. 14
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 14
Allegiant Private Advisors, LLC 14
TT International Asset Management LTD 14
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 14
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 14
Arnhold LLC 14
Ruane, Cunniff & Goldfarb Inc 14
Lakewood Capital Management, Lp 14
First Financial Bankshares Inc 14
Johnson & White Wealth Management, LLC 14
Semus Wealth Partners LLC 14
Harvey Capital Management Inc 14
AFBIX - PROFUNDS - Access Flex Bear High Yield ProFund Investor Class 14
Mendel Money Management 14
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 14
Nippon Life Global Investors Americas, Inc. 14
Conquis Financial Llc 14
Penbrook Management LLC 14
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 13
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 13
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 13
Innovis Asset Management Llc 13
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 13
Putnam High Income Securities Fund 13
Auto-Owners Insurance Co 13
Government Cash Management Portfolio 13
Values Added Financial LLC 13
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 13
Argent Trust Company, N.a. 13
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 13
Cercano Management LLC 13
Viawealth, Llc 13
Arista Wealth Management, LLC 13
Voya Asia Pacific High Dividend Equity Income Fund 13
JACKSON VARIABLE SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 13
Ab Multi-manager Alternative Fund 13
Prossimo Advisors, LLC 13
XY Capital Ltd 13
GATEX - Gateway Trust - Gateway Fund Class A Shares 13
Doubleline Opportunistic Credit Fund 13
Kingdom Financial Group LLC. 13
Beach Investment Management, LLC. 13
Jessup Wealth Management, Inc 13
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 13
Family Investment Center, Inc. 13
AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF 13
Brookfield Real Assets Income Fund Inc. 13
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 13
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 13
Edgar Lomax Co/va 13
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 13
Northeast Financial Group, Inc. 13
Caprin Asset Management Llc /adv 13
VCIGX - VALIC Co I - Dividend Value Fund 13
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 13
Warther Private Wealth, LLC 13
Wells Fargo Utilities & High Income Fund 13
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 13
Forbes J M & Co Llp 13
TIPX - SPDR SERIES TRUST - SPDR Bloomberg Barclays 1-10 Year TIPS ETF 13
SPIP - SPDR SERIES TRUST - SPDR(R) Portfolio TIPS ETF 13
Miller Investment Management, LP 13
LCOIX - Advisors' Inner Circle Fund III - Legal & General Commodity Strategy Fund Institutional Shares 13
Acute Investment Advisory, Llc 13
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 13
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 13
Francis Financial, Inc. 13
Spearhead Capital Advisors, Llc 13
LGPIX - Profunds - Large-cap Growth Profund Investor Class 13
Sawyer & Company, Inc 13
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 13
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 13
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 13
Financial Security Advisor, Inc. 13
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 13
Money Design Co.,Ltd. 13
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 13
Ninepoint Partners LP 13
Forte Asset Management Llc 13
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 13
First Washington CORP 13
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 13
Amussen Hunsaker Associates Llc 13
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 13
Garner Asset Management Corp 13
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 13
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 13
Regal Wealth Group, Inc. 13
Blackrock Floating Rate Income Trust 13
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 13
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 13
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 13
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 13
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 13
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 13
Triad Financial Advisors, Inc. 13
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 13
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 13
Objective Capital Management, LLC 13
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 13
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 13
Fortune 45 LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 13
Alden Global Capital LLC 13
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 13
FIPDX - FIDELITY SALEM STREET TRUST - Fidelity Inflation-Protected Bond Index Fund 13
First International Bank & Trust 13
Adalta Capital Management LLC 13
Clay Northam Wealth Management, LLC 13
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 13
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 13
TIPZ - PIMCO ETF Trust - PIMCO Broad U.S. TIPS Index Exchange-Traded Fund 13
Glassy Mountain Advisors, Inc. 13
Baltimore Capital Management, Inc 13
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 13
Fishman Jay A Ltd/mi 13
Saxony Capital Management, LLC 13
Intergy Private Wealth, LLC 13
Monolith Advisors 13
Fonville Wealth Management LLC 13
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 13
Silver Point Capital L.P. 13
Luxor Capital Group, LP 13
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 13
Worth Venture Partners, LLC 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 13
URTNX - USAA MUTUAL FUNDS TRUST - Target Retirement 2020 Fund 13
Mill Capital Management, LLC 13
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 13
Balanced Wealth Group Llc 13
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI 13
Pluribus Labs, LLC 13
Lindenwold Advisors 13
Trail Ridge Investment Advisors, LLC 13
Krs Capital Management, Llc 13
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 13
Taika Capital, LP 13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 13
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 13
Monograph Wealth Advisors, Llc 13
Symons Capital Management Inc 13
Mount Capital Ltd 13
Securian Funds Trust - SFT International Bond Fund Class 2 13
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 13
Goldentree Asset Management Lp 13
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 13
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 13
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 13
HST Ventures, LLC 13
Hedges Asset Management LLC 13
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 13
PENN SERIES FUNDS INC - Large Core Value Fund 13
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 13
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 13
Greytown Advisors Inc. 13
Dreyfus Institutional Preferred Money Market Funds 13
Peterson Wealth Services 13
1858 Wealth Management, Llc 13
Key Square Capital Management LLC 13
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 13
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 13
Delta Global Management LP 13
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 13
Loudon Investment Management, LLC 13
Helen Stephens Group, LLC 13
Austin Asset Management Co Inc 13
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 13
Long Run Wealth Advisors, LLC 13
Kolinsky Wealth Management, LLC 13
Battery Global Advisors, LLC 13
Virginia Wealth Management Group, Inc. 13
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 13
IMPACTfolio, LLC 13
Madrona Funds, Llc 13
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 13
Schulhoff & Co Inc 13
KKM Financial LLC 13
Grandfield & Dodd, Llc 13
Clarity Capital Partners LLC 13
Novak & Powell Financial Services, Inc. 13
SRIFX - FundX Investment Trust - FundX Sustainable Impact Fund 13
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 13
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 13
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 13
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 13
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 13
Livelsberger Financial Advisory 13
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 13
Pine Harbor Wealth Management, LLC 13
ANTIPODES PARTNERS Ltd 13
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 13
Border to Coast Pensions Partnership Ltd 13
Arthur Zaske & Associates, LLC 13
GRRSX - James Alpha Funds Trust - James Alpha Macro Fund Class R6 13
Sienna Gestion 13
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 13
Applied Capital LLC 13
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 13
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 13
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 13
Cash Reserve Fund Inc 13
Regency Capital Management Inc.\DE 13
Fi3 FINANCIAL ADVISORS, LLC 13
Palumbo Wealth Management LLC 13
Weik Capital Management 13
Motiv8 Investments LLC 13
Monumental Financial Group Inc. 13
Willis Investment Counsel 13
Perimeter Capital Partners, LLC 13
GK Wealth Management LLC 13
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 13
Westhampton Capital, LLC 13
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 13
Santa Barbara Asset Management, Llc 13
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 13
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 13
Fidelity Central Investment Portfolios II LLC - Fidelity Inflation-Protected Bond Index Central Fund 13
Harbour Investment Management Llc 13
Cardinal Capital Management, Inc. 13
Crestone Asset Management LLC 13
Tacita Capital Inc 13
SevenOneSeven Capital Management 13
S. R. Schill & Associates 13
Cortland Advisers Llc 13
Tweedy, Browne Co LLC 13
GSARX - GOLDMAN SACHS TRUST - Goldman Sachs High Quality Floating Rate Fund Institutional 13
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 13
Bck Capital Management Lp 13
CarVal Investors, LP 13
Websterrogers Financial Advisors, Llc 13
Deimos Asset Management LLC 13
Heritage Wealth Management, Inc. 13
JGP Global Gestao de Recursos Ltda. 13
Olstein Capital Management, L.P. 13
IAM Advisory, LLC 13
Financial Planning & Information Services, Inc. 13
Us Global Investors Funds 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 13
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 13
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 13
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 13
Blue Rock Advisors, LLC 13
St. Louis Trust Co 13
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 13
BWM Planning, LLC 13
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 13
One Fin Capital Management LP 13
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 13
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 13
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 13
TLDZX - T. Rowe Price Index Trust, Inc. - T. Rowe Price U.S. Limited Duration TIPS Index Fund -Z Class 13
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 13
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 13
Elios Financial Group Inc. 13
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 13
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 13
Safe Harbor Fiduciary, LLC 13
Morgens Waterfall Vintiadis & Co Inc 13
Carleon Capital Partners LLC 13
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 13
Newday Solutions, Llc 13
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 13
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 13
Financial Advisors, LLC 13
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 13
FSPWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Inflation-Protected Bond Index Fund 13
Profunds - Profund Vp Large-cap Growth 13
Third Point LLC 13
Advantage Advisers Xanthus Fund, L.l.c. 13
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 13
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 13
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund 13
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 13
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 13
Toscafund Asset Management LLP 13
First Western Trust Bank 13
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 13
IBTK - iSHARES TRUST - iShares iBonds Dec 2030 Term Treasury ETF 13
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 13
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund 13
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 13
ASTIX - Northern Lights Fund Trust - Astor Dynamic Allocation Fund Class I shares 13
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 13
Cs Mckee Lp 13
GETCO Holding Company, LLC 13
Longboard Asset Management, LP 13
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 13
MDFIX - Starboard Investment Trust - Matisse Discounted Bond CEF Strategy Institutional Class 13
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 13
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 13
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 13
Buckley Wealth Management, LLC 13
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 13
BXM Wealth LLC 13
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 13
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 13
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 13
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 13
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 13
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 13
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 13
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 13
CogentBlue Wealth Advisors, LLC 13
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 13
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 13
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 13
Midwest Capital Advisors, LLC 13
LifeGoal Wealth Advisors 13
IBTH - iSHARES TRUST - iShares iBonds Dec 2027 Term Treasury ETF 13
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 13
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 13
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 13
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 13
Sage Investment Counsel LLC 13
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF 13
TRTY - Cambria ETF Trust - Cambria Trinity ETF 13
SG Capital Management LLC 13
NIFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Inflation-Protected Securities Fund Class A 13
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 13
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 13
Lodestar Investment Counsel Llc/il 13
Macnealy Hoover Investment Management Inc 13
McGuire Investment Group, LLC 13
Albert D Mason Inc 13
Monte Financial Group, LLC 13
Permanent Capital Management, LP 13
Governors Lane LP 13
Virtus Total Return Fund Inc. 13
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 13
Central Asset Investments & Management Holdings (HK) Ltd 13
EVFCX - World Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund R4 Class Shares 13
Edmond de Rothschild (Europe) 13
Sandhill Capital Partners LLC 13
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 13
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 13
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 13
Friday Financial 13
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 13
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 13
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 13
MFCPX - M FUND INC - M Capital Appreciation Fund 13
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 13
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 13
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 13
Wellspring Financial Advisors, LLC 13
North American Management Corp 13
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 13
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 13
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 13
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 13
Riverbridge Partners Llc 13
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 13
Appaloosa Lp 13
Lucas Capital Management 13
Millrace Asset Group, Inc. 13
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 13
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 13
Wallington Asset Management, LLC 13
Wunderlich Capital Managemnt 13
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 13
Ivory Investment Management, Llc 13
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 13
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 13
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 13
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 13
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 13
Mfs Special Value Trust 13
NewFocus Financial Group, LLC 13
Marketfield Asset Management LLC 13
Marathon Asset Management Lp 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 13
PYUSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden U.S. Government Fund (Investor Class) 13
Kamunting Street Capital Management, L.P. 13
Blue Capital, Inc. 13
Stance Capital Llc 13
Seascape Capital Management 13
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 13
HawsGoodwin Investment Management LLC 13
Fairholme Capital Management Llc 13
Secrest Blakey & Associates, LLC 13
JSF Financial, LLC 13
Vivid Financial Management, Inc. 13
Moser Wealth Advisors, LLC 13
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 13
JRM Investment Counsel, LLC 13
ArborFi Advisors, LLC 13
Corbett Road Capital Management, Llc 13
Schwerin Boyle Capital Management Inc 13
Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund 13
CMT Asset Management Ltd 13
Kingstone Capital Partners Texas, LLC 13
National Investment Services Inc /wi 13
Michels Family Financial, LLC 13
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 13
Gavea Investimentos Ltda 13
Carlton Hofferkamp & Jenks Wealth Management, LLC 13
Sunnymeath Asset Management, Inc. 13
New Harbor Financial Group, LLC 13
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 13
IDV - iSHARES TRUST - iShares International Select Dividend ETF 13
Victory Institutional Funds 13
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 13
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 13
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 13
TDTF - FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 13
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 13
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 13
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 13
Glaxis Capital Management, LLC 13
DORCHESTER WEALTH MANAGEMENT Co 13
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 13
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 13
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 13
Gargoyle Investment Advisor L.L.C. 13
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 13
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 13
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 13
Stillwater Capital Advisors, LLC 13
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 13
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 13
Shayne & Co., Llc 13
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 13
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 13
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 13
BSMT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 13
Boston Standard Wealth Management, LLC 13
Regent Investment Management LLC 13
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 13
FGMNX - FIDELITY INCOME FUND /MA/ - Fidelity GNMA Fund 13
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 13
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 13
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 13
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 13
SWRSX - SCHWAB INVESTMENTS - Schwab Treasury Inflation Protected Securities Index Fund 13
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 13
Pennsylvania Capital Management Inc /adv 13
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 13
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 13
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 13
Smithbridge Asset Management Inc/de 13
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 13
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 13
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 13
MRGR - PROSHARES TRUST - ProShares Merger ETF 13
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 13
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 13
Gibraltar Capital Management, Inc. 13
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 13
GPM Growth Investors, Inc. 13
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 13
Stephens Investment Management Group LLC 13
Park Edge Advisors, LLC 13
American Century Investment Management Inc 13
Flagstone Financial Management 13
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 13
WTSYX - WisdomTree Digital Trust - WisdomTree Short-Term Treasury Digital Fund 13
Cravens & Co Advisors, LLC 13
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 13
Strait & Sound Wealth Management LLC 13
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 13
Kennedy Investment Group 13
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 13
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 12
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 12
Anson Capital, Inc. 12
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 12
Wealth High Governance Capital Ltda 12
Howard Bailey Securities, Llc 12
Cyr Financial Inc. 12
Fidelity National Financial, Inc. 12
Lesa Sroufe & Co 12
CacheTech Inc. 12
Plan Investment Fund Inc 12
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 12
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 12
TLH - iSHARES TRUST - iShares 10-20 Year Treasury Bond ETF 12
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 12
Balance Wealth, LLC 12
Gainplan LLC 12
New Insight Wealth Advisors 12
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 12
Neumann Capital Management, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 12
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 12
Pines Wealth Management, LLC 12
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 12
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 12
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF 12
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 12
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 12
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 12
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 12
TAGStone Capital, Inc. 12
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 12
Aviso Wealth Management 12
MMUTX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price U.S. Treasury Long-Term Fund Class I 12
Pandora Wealth, Inc. 12
Channing Global Advisors, Llc 12
Rexford Capital Inc 12
Sara-Bay Financial 12
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 12
Prairiewood Capital, LLC 12
Tandem Investment Advisors, Inc. 12
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 12
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 12
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 12
Allianzgi Equity & Convertible Income Fund 12
Eaton Vance Tax-managed Buy-write Income Fund 12
FGUAX - FEDERATED INSTITUTIONAL TRUST - Federated Government Ultrashort Duration Fund Class A Shares 12
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 12
Hunting Hill Global Capital, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 12
Coatue Management Llc 12
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 12
Arena Investors LP 12
Elm Ridge Management, LLC 12
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 12
SeaTown Holdings Pte. Ltd. 12
Facet Wealth, Inc. 12
New World Advisors LLC 12
CEFS - Exchange Listed Funds Trust - Saba Closed-End Funds ETF 12
Spectrum Planning & Advisory Services Inc. 12
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 12
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 12
Advanced Portfolio Management, LLC 12
Rothschild Capital Partners, LLC 12
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 12
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 12
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 12
SEMMX - ADVISORS SERIES TRUST - Semper MBS Total Return Fund Institutional Class 12
Tassel Capital Management, Inc. 12
Dreyfus Strategic Municipals Inc 12
AHTIX - AMERICAN BEACON FUNDS - American Beacon AHL TargetRisk Fund Institutional Class 12
Tillman Hartley LLC 12
Mork Capital Management, LLC 12
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 12
Doheny Asset Management /ca 12
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 12
Fiduciary Services Corp/ga 12
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 12
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 12
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 12
CM Management, LLC 12
Utc North American Fund, Inc. 12
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 12
Genesis Private Wealth, Llc 12
Winning Points Advisors, LLC 12
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 12
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 12
Capital Management Corp /va 12
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 12
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 12
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 12
General Partner, Inc. 12
First Western Capital Management Co 12
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 12
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 12
New Vernon Capital Holdings II LLC 12
Wellington Wealth Strategies, LLC. 12
Turning Point Benefit Group, Inc. 12
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 12
Egerton Capital (UK) LLP 12
Macguire, Cheswick & Tuttle Investment Counsel Llc 12
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 12
Masters Capital Management Llc 12
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 12
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 12
Longbow Finance SA 12
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 12
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 12
VCI Wealth Management LLC 12
Garrison Point Advisors, Llc 12
Align Wealth Management, LLC 12
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 12
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 12
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 12
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 12
Dopkins Wealth Management, Llc 12
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 12
Spindletop Capital, LLC 12
American Financial Advisors, LLC 12
Nixon Peabody Trust Co 12
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Markets Bond Portfolio 12
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 12
Arabesque Asset Management Ltd 12
Pettinga Financial Advisors, LLC 12
EVNT - AltShares Trust - AltShares Event-Driven ETF 12
Madison Covered Call & Equity Strategy Fund 12
Foxby Corp. 12
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 12
Compass Capital Corp /ma/ /adv 12
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 12
Towercrest Capital Management 12
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 12
Rfg Holdings, Inc. 12
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 12
Satuit Capital Management Trust 12
Tnf Llc 12
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 12
SECR - New York Life Investments Active ETF Trust - NYLI MacKay Securitized Income ETF 12
Wolff Financial Management Llc 12
Loeb King Trust 12
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 12
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 12
Tuscan Ridge Asset Management Llc 12
Destiny Capital Securities Corporation 12
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 12
Clifford Capital Partners Llc 12
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 12
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 12
CMT Capital Markets Trading GmbH 12
Sicart Associates LLC 12
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 12
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 12
Kirr Marbach & Co Llc /in/ 12
Sage Private Wealth Group, Llc 12
Stewardship Financial Advisors, LLC 12
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 12
PHH Investments, Ltd. 12
Vulcan Value Partners, LLC 12
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 12
Oakwell Private Wealth Management, LLC 12
Professional Planning 12
Montage Investments, Llc 12
Sentinel Variable Products Trust 12
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 12
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 12
Divergent Planning, LLC 12
GFFIX - Gator Series Trust - Gator Financial Fund 12
One Charles Private Wealth Services, LLC 12
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 12
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 12
Legg Mason Partners Premium Money Market Trust 12
Peachtree Investment Partners, LLC 12
High Income Opportunities Portfolio - High Income Opportunities Portfolio 12
Blue Granite Capital, LLC 12
Arrow Investment Advisors, LLC 12
Burnham Asset Management Corp /ny/ 12
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 12
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 12
BUFR - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Buffer ETFs 12
Commonwealth Retirement Investments LLC 12
Edmonds Duncan Registered Investment Advisors, LLC 12
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 12
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 12
ODonnell Financial Services, LLC 12
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 12
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 12
Greystone Financial Group, LLC 12
Watts Gwilliam & Co., LLC 12
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 12
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 12
AEMB - AMERICAN CENTURY ETF TRUST - American Century Emerging Markets Bond ETF 12
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 12
PIMCO FUNDS - PIMCO EM Bond and Short-Term Investments Portfolio 12
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 12
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 12
Spinnaker Investment Group, LLC 12
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 12
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 12
Wade Financial Advisory, Inc 12
United Bank, Inc. 12
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 12
Private Capital Management 12
Resolute Financial, Llc 12
Hubbell Strickland Wealth Management, LLC 12
Sessa Capital IM, L.P. 12
Strategic Value Investors LP 12
Henssler Funds Inc 12
VCFVX - VALIC Co I - International Value Fund 12
Town & Country Bank & Trust CO dba First Bankers Trust CO 12
Awm Capital, Llc 12
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 12
TAMRO Capital Partners LLC 12
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 12
Ibex Investors LLC 12
Kays Financial Advisory Corp /adv 12
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 12
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 12
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 12
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 12
James Reed Financial Services, Inc. 12
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 12
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 12
Vawter Financial, Ltd. 12
BLACKROCK FUNDS - BlackRock Total Emerging Markets Fund Institutional Shares 12
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 12
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 12
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 12
Manteio Capital LLC 12
White Lighthouse Investment Management Inc. 12
BMS Financial Advisors, LLC 12
Mitchell Sinkler & Starr/pa 12
TCSGX - SEI DAILY INCOME TRUST /MA/ - SDIT SHORT DURATION GOVERNMENT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 12
Stratton Funds, Inc. 12
Measured Risk Portfolios, Inc. 12
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 12
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 12
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 12
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 12
Montz Harcus Wealth Management LLC 12
PSMG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Growth Multi-Asset Allocation ETF 12
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 12
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 12
Greylin Investment Mangement Inc 12
Syntrinsic LLC 12
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 12
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 12
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 12
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 12
Silphium Asset Management Ltd 12
Deer Park Road Corp 12
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 12
Cadinha & Co Llc 12
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 12
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 12
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 12
Tt International 12
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 12
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 12
Visionary Horizons, LLC 12
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 12
Tieton Capital Management, LLC 12
Williams & Novak, LLC 12
CWH Capital Management, Inc. 12
LWS Wealth Advisors, Inc. 12
Harrell Investment Partners, Llc 12
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 12
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 12
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 12
Louisbourg Investments Inc. 12
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 12
Archvest Wealth Advisors, Inc. 12
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 12
Cfs, Llc 12
Templeton Emerging Markets Fund 12
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 12
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 12
Trajan Wealth LLC 12
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 12
Shared Vision Wealth Group LLC 12
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 12
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 12
Snyder Capital Management L P 12
FT Vest Rising Dividend Achievers Total Return Fund 12
Kenfarb & Co. 12
Neumeier Poma Investment Counsel Llc 12
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 12
Harbor Advisory Corp /ma/ 12
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 12
Rooted Wealth Advisors, Inc. 12
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 12
Resource Planning Group 12
Pinnacle Financial Group, LLC / IL 12
Stelliam Investment Management, Lp 12
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 12
Amarillo National Bank 12
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 12
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 12
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 12
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 12
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 12
Verdad Advisers, LP 12
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 12
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 12
PSMC - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Conservative Multi-Asset Allocation ETF 12
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 12
Rezny Wealth Management, Inc. 12
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 12
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 12
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 12
Wealth Management Resources, Inc. 12
Retirement Solution Inc. 12
NBOS - Neuberger Berman ETF Trust - Neuberger Berman Option Strategy ETF 12
Second Line Capital, LLC 12
Fort Vancouver Investment Management, LLC 12
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco V.I. Balanced-Risk Allocation Fund Series I 12
Nwi Management Lp 12
Bath Savings Trust Co 12
Afl Cio Housing Investment Trust - Afl Cio Housing Investment Trust 12
Nexus Investment Management ULC 12
Caisse Des Depots Et Consignations 12
OWNYX - OLD WESTBURY FUNDS INC - Old Westbury New York Municipal Bond Fund 12
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 12
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 12
Canyon Capital Advisors Llc 12
Echo45 Advisors LLC 12
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 12
Entrewealth, Llc 12
Van Strum & Towne Inc. 12
Ashford Capital Management Inc 12
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 12
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 12
MSVAX - MFS MUNICIPAL SERIES TRUST - MFS Virginia Municipal Bond Fund A 12
Asset Management Group, Inc. 12
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 12
MFALX - MFS MUNICIPAL SERIES TRUST - MFS Alabama Municipal Bond Fund A 12
MFSSX - MFS MUNICIPAL SERIES TRUST - MFS Massachusetts Municipal Bond Fund A 12
KEMPER Corp 12
First International Bank of Israel Ltd. 12
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 12
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I 12
Lehman Kenneth R 12
Peterson Wealth Advisors, LLC 12
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 12
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 12
ZIG - ETF Series Solutions - The Acquirers Fund 12
Darden Wealth Group Inc 12
PPM Funds - PPM Small Cap Value Fund (Inst) 12
MN Wealth Advisors, LLC 12
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 12
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 12
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 12
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 12
Kempner Capital Management Inc. 12
L.K. Benson & Company, P.C. 12
Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF 12
Semper Trust Co. 12
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 12
Mountain Lake Investment Management LLC 12
Capital Growth Management Lp 12
BUFZ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered Moderate Buffer ETF 12
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 12
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 12
Goodwin Daniel L 12
Bridge Generations Wealth Management Llc 12
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 12
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 12
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 12
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 12
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 12
Legg Mason Partners Money Market Trust 12
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 12
IRVH - Global X Funds - Global X Interest Rate Volatility & Inflation Hedge ETF 12
Destiny Capital Corp/CO 12
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 12
Primecap Management Co/ca/ 12
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 12
Hugh Johnson Advisors LLC 12
PFUMX - PRINCIPAL FUNDS, INC. - Finisterre Emerging Markets Total Return Bond Fund Institutional Class 12
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 12
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A 12
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 12
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 12
Mfs Intermediate High Income Fund 12
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 12
Dreyfus Strategic Municipal Bond Fund Inc 12
Laurel Grove Capital, LLC 12
Cheyne Capital Management (UK) LLP 12
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 12
Groesbeck Investment Management Corp /nj/ 12
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 12
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 12
Glenview State Bank Trust Dept. 12
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 12
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 12
Baltimore-Washington Financial Advisors Inc. 12
Nuveen Enhanced Municipal Value Fund 12
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 12
VUSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Treasury Fund Investor Shares 12
Philadelphia International Advisors Lp 12
TT Capital Management LLC 12
Parametric Risk Advisors LLC 12
Manitou Investment Management Ltd. 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 12
Rikoon Group, LLC 12
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 12
Eton Park Capital Management, L.P. 12
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 12
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 12
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 12
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 12
Plum Street Advisors, LLC 12
Northwest Bank & Trust Co 12
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 12
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 12
ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund 12
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 11
Chickasaw Capital Management Llc 11
Argentiere Capital Ag 11
SP Asset Management 11
Bessemer Securities Llc 11
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 11
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 11
Mayport, Llc 11
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 11
Blackrock Municipal Income Trust Ii 11
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 11
PQTSX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM TIPS Fund Class R6 11
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 11
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 11
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 11
EUFN - iSHARES TRUST - iShares MSCI Europe Financials ETF 11
Almitas Capital LLC 11
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 11
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 11
Keystone Financial Planning, Inc. 11
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 11
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 11
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 11
Fdp Series Ii, Inc. 11
Mason & Associates, LLC 11
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 11
KM Capital Management Ltd. 11
Powers Advisory Group, LLC 11
Mubadala Investment Co PJSC 11
Littlejohn Financial Services, Inc. 11
P Schoenfeld Asset Management Lp 11
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 11
Avant Capital LLC 11
Cohen Klingenstein LLC 11
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A 11
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 11
Addenda Capital Inc. 11
Reynolds Investment Management, Inc. 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 11
Abbot Financial Management, Inc. 11
WTTSX - WisdomTree Digital Trust - WisdomTree 3-7 Year Treasury Digital Fund N/A 11
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 11
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 11
Derbend Asset Management 11
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 11
Presidio Capital Management, LLC 11
Penobscot Wealth Management 11
Exchange Bank 11
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares 11
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 11
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 11
Waycross Investment Management Co 11
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 11
Madison Street Partners, LLC 11
BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 11
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 11
Strategic Planning Group, Llc 11
Robeco Schweiz AG 11
Bofa Funds Series Trust 11
Strategic Wealth Management Inc 11
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 11
Syntax Research, Inc. 11
VCSOX - VALIC Co I - International Socially Responsible Fund 11
Winmill & Co. Inc 11
Davis-rea Ltd. 11
Hellman Jordan Management Co Inc /ma/ 11
EVVCX - World Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund R4 Class Shares 11
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 11
DDD Partners, LLC 11
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 11
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 11
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 11
Kazazian Asset Management, LLC 11
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 11
Private Capital Management Inc 11
Oak Point Wealth Management 11
Gabelli Go Anywhere Trust 11
Emprise Bank 11
Zenit Asset Management AB 11
McCollum Christoferson Group LLC 11
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 11
JPLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF 11
Mhi Funds, Llc 11
Agran Libbie 11
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 11
CDCDX - Community Development Fund - THE COMMUNITY DEVELOPMENT FUND Class A Shares 11
Parkside Advisors LLC 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 11
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 11
Deutsche Municipal Income Trust 11
UDI - USCF ETF Trust - USCF Dividend Income Fund 11
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 11
Lee Financial Group Hawaii, Inc. 11
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares 11
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 11
KFA Private Wealth Group, LLC 11
Key Bridge Compliance, LLC 11
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 11
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 11
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 11
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 11
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 11
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 11
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 11
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 11
Massachusetts Mutual Life Insurance Co 11
Napatree Capital Llc 11
First American Funds Inc 11
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 11
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 11
Short Term Investments Trust 11
Provident Investment Management, Inc. 11
McGowan Group Asset Management, Inc. 11
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 11
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 11
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 11
James J. Burns & Company, LLC 11
Integrity Wealth Advisors, Inc. 11
Dakota Community Bank & Trust NA 11
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 11
Tetrem Capital Management Ltd. 11
Waller Financial Planning Group, Inc 11
Manikay Partners, LLC 11
Mader & Shannon Wealth Management, Inc. 11
VELA Funds - VELA Small Cap Fund Class I 11
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 11
MGO Private Wealth, LLC 11
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 11
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 11
ZEGA Investments, LLC 11
Cooksen Wealth, LLC 11
EagleClaw Capital Managment, LLC 11
FS Series Trust - FS Market Neutral Fund Class I 11
Westfuller Advisors, LLC 11
SAFEX - WEITZ FUNDS - Ultra Short Government Fund - Institutional Class 11
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 11
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 11
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 11
London & Capital Asset Management Ltd 11
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 11
Bank Pictet & Cie (asia) Ltd 11
Noked Israel Ltd 11
Ables, Iannone, Moore & Associates, Inc. 11
RDFI - Collaborative Investment Series Trust - RAREVIEW DYNAMIC FIXED INCOME ETF 11
Tourbillon Capital Partners, L.P. 11
Northstar Advisory Group, LLC 11
FolioMetrix LLC 11
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 11
Ostrum Asset Management U.s., Llc 11
Promethium Advisors,llc 11
Waypoint Wealth Partners Inc. 11
Miramar Capital, LLC 11
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 11
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 11
Brophy Wealth Management, LLC 11
Nicholson Wealth Management Group, LLC 11
Novak Financial Planning, LLC 11
Pure Portfolios Holdings Llc 11
Karpas Strategies, Llc 11
Credit Capital Investments LLC 11
Deutsche Money Funds 11
Tudor Financial Inc. 11
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 11
Otter Creek Management Inc 11
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 11
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 11
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 11
Leverage Partners Absolute Return Fund SPC 11
Lazard World Dividend & Income Fund, Inc. 11
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 11
Spruce Private Investors, LLC 11
Drexel Morgan & Co. 11
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 11
Claar Advisors LLC 11
PVG Asset Management 11
Navigation Wealth Management, Inc. 11
Berkshire Bank 11
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 11
Fenimore Asset Management Trust 11
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 11
Honeywell International Inc 11
PCGTX - PACE SELECT ADVISORS TRUST - PACE Mortgage-Backed Securities Fixed Income Investments Class P 11
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 11
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 11
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 11
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 11
Strathmore Capital Advisors, Inc. 11
Tiff Advisory Services Inc 11
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 11
RTRE - Collaborative Investment Series Trust - Rareview Total Return Bond ETF 11
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 11
Venator Management LLC 11
Privium Fund Management (UK) Ltd 11
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 11
IBTJ - iSHARES TRUST - iShares iBonds Dec 2029 Term Treasury ETF 11
Epiphany Funds 11
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A 11
VeraBank, N.A. 11
Van Leeuwen & Company, LLC 11
Sunflower Bank, Na Wealth Management 11
Morey & Quinn Wealth Partners, LLC 11
CFVLX - COMMERCE FUNDS - The Value Fund Shares 11
Millie Capital Management, Llc 11
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 11
Jackson Credit Opportunities Fund 11
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 11
Brainard Capital Management LLC 11
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 11
Mcdaniel Terry & Co 11
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 11
Market Street Wealth Management Advisors Llc 11
Rubric Capital Management LP 11
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 11
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 11
Sava Infond d.o.o. 11
Murphy Pohlad Asset Management LLC 11
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 11
Winchester Group Inc. 11
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 11
denkapparat Operations GmbH 11
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 11
Ami Investment Management Inc 11
H&H Retirement Design & Management INC 11
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 11
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 11
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 11
Blue Chip Wealth Management, Inc. 11
Everest Capital Llc 11
Institutional Capital Llc 11
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 11
AGF Investments Trust - AGF Emerging Markets Equity Fund Class I 11
Peninsula Wealth, LLC 11
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 11
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 11
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 11
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 11
Bronson Point Management LLC 11
Bridges Investment Counsel Inc/ 11
Freedom Financial Partners LLC 11
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 11
AllGen Financial Advisors, Inc. 11
Klr Investment Advisors, Llc 11
Symphony Financial Services, Inc. 11
Heron Bay Capital Management 11
Riggs Capital Management LLC 11
USIN - WisdomTree Trust - WisdomTree 7-10 Year Laddered Treasury Fund 11
Progressive Investment Management Corp 11
Kaufman Rossin Wealth, LLC 11
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 11
Torno Capital, Llc 11
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 11
Petra Financial Advisors Inc 11
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 11
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF 11
New Vernon Investment Management Llc 11
Mosley Wealth Management 11
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 11
BBH Trust - BBH Partner Fund - Select Short Term Assets 11
LongView Asset Management LLC 11
Ardevora Asset Management LLP 11
Sage Capital Management, LLC 11
Orbis Holdings Ltd 11
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 11
Tufton Capital Management 11
OHIO NATIONAL FUND INC - ON Foreign Portfolio 11
Uniting Wealth Partners, LLC 11
Guggenheim Credit Allocation Fund 11
Consilium Wealth Advisory, LLC 11
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 11
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 11
Highview Capital Management LLC/DE/ 11
QRMIX - AQR Funds - AQR Risk Parity II MV Fund Class I 11
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 11
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 11
Havens Advisors Llc 11
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 11
Financial Partners Group, LLC 11
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 11
Private Wealth Advisors, LLC 11
Ellington Income Opportunities Fund 11
Dynamic Wealth Strategies, LLC 11
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 11
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 11
DBLIX - DoubleLine Funds Trust - DoubleLine Income Fund Class I 11
BUFD - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Deep Buffer ETFs 11
Lee Johnson Capital Management, Llc 11
Mason Investment Advisory Services, Inc. 11
Investment Planning Advisors, Inc. 11
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 11
Harrison & Co Wealth Management, LLC 11
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 11
Compass Advisory Group LLC 11
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 11
Petros Family Wealth, LLC 11
Round Table Investment Management Company, Lp 11
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 11
Corundum Group, Inc. 11
Guardian Variable Products Trust - Guardian International Value VIP Fund 11
GTIP - Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF 11
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 11
Ceera Investments, Llc 11
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 11
Maplelane Capital, Llc 11
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF 11
40 North Management LLC 11
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 11
Chicago Wealth Management, Inc. 11
Scion Asset Management, LLC 11
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 11
Fairfax Financial Holdings Ltd/ Can 11
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 11
Sprinkle Financial Consultants LLC 11
Gold Investment Management Ltd. 11
Limestone Investment Advisors LP 11
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 11
Primoris Wealth Advisors, Llc 11
Dymon Asia Capital (singapore) Pte. Ltd. 11
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 11
Pimco Municipal Income Fund Ii 11
Brighthouse Funds Trust II - MFS Value Portfolio Class A 11
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 11
First Bancorp, Inc /ME/ 11
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 11
NFC Investments, LLC 11
Pacific Sage Partners, LLC 11
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio 11
SRN Advisors, LLC 11
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 11
Orchard Capital Managment, LLC 11
Soundwatch Capital LLC 11
Leverty Financial Group, LLC 11
Eisler Capital (US) LLC 11
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 11
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 11
Melfa Wealth Management, Llc 11
Aristeia Capital Llc 11
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 11
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 11
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 11
O'Neil Global Advisors, Inc. 11
Rosenblum Silverman Sutton S F Inc /ca 11
American Family Insurance Mutual Holding Co 11
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 11
Cook Wealth Management Group Llc 11
Pinnbrook Capital Management Lp 11
Zevin Asset Management Llc 11
Tappan Street Partners LLC 11
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 11
CWS Financial Advisors, LLC 11
Oak Wealth Advisors LLC 11
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 11
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 11
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 11
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 11
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 11
Parkshore Wealth Management, Inc. 11
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 11
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 11
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 11
Sherman Asset Management, Inc. 11
Magnolia Capital Management Ltd 11
Bristol Advisors, LLC 11
Taddei, Ludwig & Associates, Inc. 11
MB Generational Wealth, LLC 11
TPG Advisors LLC 11
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 11
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 11
MSTBX - Morningstar Funds Trust - Morningstar Defensive Bond Fund 11
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund 11
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 11
QV Investors Inc. 11
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 11
Blue Fin Capital, Inc. 11
City Financial Investment Co Ltd 11
Hiddenite Capital Partners LP 11
rebel Financial LLC 11
Legacy Financial Group, Inc. 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
AIA Investment Management Private Ltd 11
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 11
Springhouse Capital Management, LP 11
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 11
Ashburton (Jersey) Ltd 11
Intelligent Financial Strategies 11
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 11
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 11
Eagle Wealth Strategies Llc 11
Sendero Wealth Management, LLC 11
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 11
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 11
Madison Wealth Management 11
Archipel Asset Management AB 11
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 11
Fortune Financial Advisors, LLC 11
Renaissance Investment Consultants Holding Company, Llc 11
Treasure Coast Financial Planning 11
Scotia Asset Management L.P. 11
Vickerman & Driscoll Financial Advisors Inc 11
Eaton Vance Municipal Income Trust 11
Value Partners Investments Inc. 11
GMOIX - GMO TRUST - GMO International Equity Fund Class III 11
AGUAX - AMERICAN BEACON FUNDS - American Beacon Frontier Markets Income Fund A Class 11
HSHYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders China A Fund Class Y 11
Mosaic Financial Group, Llc 11
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 11
Youngs Advisory Group, Inc. 11
Violich Capital Management, Inc. 11
Absolute Gestao de Investimentos Ltda. 11
PIMCO Energy & Tactical Credit Opportunities Fund 11
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 11
Griffith & Werner, Inc. 11
Lord Abbett Credit Opportunities Fund 11
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 11
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 11
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 11
William B. Walkup & Associates, Inc. 11
BlueSky Wealth Advisors, LLC 11
Wellesley Investment Partners, LLC 11
Kohlberg Kravis Roberts & Co. L.P. 11
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 11
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 11
Epiq Partners, Llc 11
One Wealth Management Investment & Advisory Services, LLC 11
Formula Growth Ltd 11
Dreyfus Basic Money Market Fund, Inc 11
Flossbach Von Storch Ag 11
Aft, Forsyth & Sober, LLC 11
Mason Capital Fund Trust - Fundamentals First ETF 11
Bridgewater Wealth & Financial Management, LLC 11
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 11
First National Bank & Trust Co Of Newtown 11
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 11
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 11
Schrum Private Wealth Management LLC 11
VAUGHAN & Co SECURITIES, INC. 11
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 11
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 11
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 11
Red Cedar Capital, LLC 11
London Co Of Virginia 11
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 11
Barnes Dennig Private Wealth Management LLC 11
United Capital Management of KS, Inc. 11
Cultivar Capital, Inc. 11
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 11
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 11
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 11
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 11
Gentry Private Wealth, Llc 11
Lazari Capital Management, Inc. 11
Gallagher Benefit Services, Inc. 11
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 11
Riverbend Wealth Management, LLC 11
Blackrock Muniholdings Fund, Inc. 11
Vista Investment Partners Ii, Llc 11
Hardman Johnston Global Advisors LLC 11
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A 11
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 11
HORAN Wealth, LLC 11
Wealthedge Investment Advisors, Llc 11
Sanchez Wealth Management Group 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 11
Marathon Asset Management Llp 11
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 11
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 11
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 11
TEXN - iSHARES TRUST - iShares Texas Equity ETF 11
BLVD Private Wealth, LLC 11
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 10
FTBI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Balanced Income ETF 10
MASTERINVEST Kapitalanlage GmbH 10
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 10
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 10
FEUGX - FEDERATED ADJUSTABLE RATE SECURITIES FUND - FEDERATED ADJUSTABLE RATE SECURITIES FUND Service Shares 10
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 10
Drw Securities, L.l.c. 10
Greenlight Capital Inc 10
PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D 10
Rothschild & Co Wealth Management UK Ltd 10
Marsico Capital Management Llc 10
Three Bridge Wealth Advisors, LLC 10
Trafelet Brokaw Capital Management, L.p. 10
Alpine Partners USVI, LLC 10
Darrell & King Llc 10
St. James Investment Advisors, LLC 10
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents 10
Opes Advisors Inc 10
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 10
Northstar Asset Management Llc 10
Kynikos Associates LP 10
Coronation Fund Managers Ltd. 10
White Pine Investment CO 10
South Georgia Capital, Llc 10
Bayshore Asset Management, Llc 10
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 10
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 10
JRVAX - SARATOGA ADVANTAGE TRUST - James Alpha Relative Value Portfolio Class A Shares 10
Peak Financial Management, Inc. 10
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 10
Palestra Capital Management LLC 10
AMFNX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Managed Futures Strategy Fund Class R6 10
Independence Capital Asset Partners, LLC 10
General Money Market Fund Inc 10
KAMES CAPITAL management Ltd 10
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 10
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 10
Bcm Advisors, Llc 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
Hutchinson Capital Management/ca 10
Diversified Investment Strategies, LLC 10
Vista Finance, Llc 10
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 10
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 10
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 10
Lifelong Wealth Advisors, Inc. 10
Fiduciary Management Inc /wi/ 10
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 10
John Hancock Asset-Based Lending Fund 10
Connective Portfolio Management, LLC 10
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 10
Cloverfields Capital Group, Lp 10
Bard Associates Inc 10
Adapt Wealth Advisors, Llc 10
Stenger Family Office, LLC 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 10
Pingora Partners LLC 10
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 10
Trust Co of Kansas 10
Elevatus Welath Management 10
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 10
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 10
Byrne Financial Freedom, Llc 10
Full Value Advisors LLC 10
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 10
Advanced Investment Partners, LLC 10
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 10
GraniteShares Advisors LLC 10
RiverNorth Managed Duration Municipal Income Fund, Inc. 10
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 10
Trust CO of the Ozarks 10
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 10
Forza Wealth Management, LLC 10
Harbour Trust & Investment Management Co 10
Arkansas Financial Group, Inc. 10
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 10
BOCHK Asset Management Ltd 10
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 10
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 10
Analyst IMS Investment Management Services Ltd. 10
Integris Wealth Management, LLC 10
Windsor Financial Group Llc 10
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 10
Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 10
Fic Capital Inc 10
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 10
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 10
Corrigan Financial, Inc. 10
Berkshire Hathaway Inc 10
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 10
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 10
Bull Oak Capital, LLC 10
Hudson Portfolio Management LLC 10
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 10
MSTNX - MFS MUNICIPAL SERIES TRUST - MFS Tennessee Municipal Bond Fund A 10
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 10
GUNN & Co INVESTMENT MANAGEMENT, INC. 10
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 10
VIDI - ETF Series Solutions - Vident International Equity Fund 10
Orcam Financial Group 10
No Street GP LP 10
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 10
united american securities inc. (d/b/a uas asset management) 10
Arxis Securities Llc 10
Oppenheimer Dividend Opportunity Fund 10
Weitzel Financial Services, Inc. 10
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 10
IronOak Wealth LLC. 10
Raiff Partners Inc 10
Udine Wealth Management, Inc. 10
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund 10
Jackson Financial Management 10
Pacific Edge Advisors, LLC 10
Dalton Investments LLC 10
4wealth Advisors, Inc. 10
TIG Advisors, LLC 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 10
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 10
Shore Point Advisors, LLC 10
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 10
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 10
Volterra Technologies LP 10
Evelyn Partners Investment Management LLP 10
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 10
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 10
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 10
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 10
Allied Investment Advisors, LLC 10
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 10
Nauset Wealth Management. LLC 10
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 10
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 10
Riversville Capital, Inc. 10
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 10
Hansberger Global Investors Inc/fl 10
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 10
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 10
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 10
Foothills Asset Management, Ltd. 10
Bridge City Capital, LLC 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 10
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 10
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 10
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 10
Huber Financial Advisors, Llc 10
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 10
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 10
Cypress Funds Llc 10
BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF 10
APDPX - ARTISAN PARTNERS FUNDS INC - Artisan Global Unconstrained Fund Advisor Shares 10
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 10
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 10
Zuckerman Investment Group, LLC 10
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 10
Independent Investors Inc 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 10
Fulcrum Capital LLC 10
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 10
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 10
Magnolia Group, Llc 10
Afg Fiduciary Services Limited Partnership 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 10
Harbert Fund Advisors, Inc. 10
Coolidge Francis L 10
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 10
Signet Investment Advisory Group, Inc. 10
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 10
Heritage Family Offices, LLP 10
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 10
Dunvegan Associates, Inc. 10
Auour Investments LLC 10
Cognios Capital, LLC 10
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 10
Mmbg Investment Advisors Co. 10
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 10
Umpqua Bank 10
Instrumental Wealth, Llc 10
626 Financial, LLC 10
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 10
Ridgecrest Wealth Partners, Llc 10
Tri-Star Advisors Inc. 10
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 10
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 10
United Fire Group Inc 10
Marion Wealth Management 10
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 10
Blue Zone Wealth Advisors, LLC 10
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 10
Lfs Asset Management 10
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 10
Texan Capital Management 10
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 10
AMCPX - AMCAP FUND - AMCAP FUND Class A 10
Mcglinn Capital Management Inc 10
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 10
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 10
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 10
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 10
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 10
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 10
Alexander Labrunerie & Co., Inc. 10
Intrepid Financial Planning Group LLC 10
Accident Compensation Corp 10
Invera Wealth Advisors, LLC 10
Clare Market Investments LLC 10
Rivernorth Marketplace Lending Corp 10
Baker Boyer National Bank 10
Vista Cima Wealth Management LLC 10
Cornerstone Financial Group, LLC /NE/ 10
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 10
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 10
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 10
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 10
Shoals Capital Management Lp 10
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 10
Argyle Capital Management Inc. 10
Orin Green Financial, LLC 10
apricus wealth, LLC 10
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 10
QFITX - Advisors Preferred Trust - Quantified Tactical Fixed Income Fund Investor Class Shares 10
Conservest Capital Advisors, Inc. 10
Citizensselect Funds 10
Warner Financial, Inc 10
Benchmark Capital Advisors 10
Noked Capital LTD 10
InvesTrust 10
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 10
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 10
KerberRose Wealth Management, LLC 10
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 10
Choice Wealth Advisors, LLC 10
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 10
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 10
Headland Capital, LLC 10
Carter Financial Group, INC. 10
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 10
BHR Capital LLC 10
Peterson Wealth Management 10
One Day In July LLC 10
Aberdeen Global Select Opportunities Fund Inc. 10
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 10
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 10
SK Wealth Management, LLC 10
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 10
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 10
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 10
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 10
CVAR - ETF Opportunities Trust - Cultivar ETF 10
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 10
Orca Investment Management, LLC 10
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 10
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 10
FGFIX - FEDERATED TOTAL RETURN SERIES INC - Federated Mortgage Fund Institutional Shares 10
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 10
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 10
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 10
Sequoia Wealth Management, Llc 10
Envision Financial Planning, LLC 10
IEV - iSHARES TRUST - iShares Europe ETF 10
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 10
Burk Holdings LLC 10
ACTIX - NEIMAN FUNDS - Advisors Capital Tactical Fixed Income Fund 10
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 10
Drake & Associates, LLC 10
Vista Investment Partners Llc 10
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 10
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 10
Patriot Financial Partners Lp 10
Wilkins Investment Counsel Inc 10
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 10
GEM Asset Management, LLC 10
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 10
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 10
Auxier Asset Management 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 10
JEMB - Janus Detroit Street Trust - Janus Henderson Emerging Markets Debt Hard Currency ETF 10
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 10
Planning Alternatives Ltd /adv 10
Wedgewood Investors Inc /pa/ 10
Coombe, Bender & Co LLC 10
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 10
Duff & Phelps Utility & Corporate Bond Trust Inc 10
January Capital Advisors LLC 10
SCID - Global X Funds - Global X Scientific Beta Europe ETF 10
Dravo Bay Llc 10
440 Investment Group, Llc 10
BTS Asset Management, Inc. 10
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 10
Foundation Wealth Management, LLC 10
Northern Institutional Funds 10
Sweeney & Michel, Llc 10
Sharper & Granite LLC 10
Money Market Obligations Trust 10
Profunds - Profund Vp Emerging Markets 10
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 10
Allianzgi Convertible & Income Fund 10
Bulldog Investors, LLP 10
Boulder Wealth Advisors, LLC 10
Beacon Investment Advisors Llc 10
Mitchell & Pahl Private Wealth, Llc 10
Factory Mutual Insurance Co 10
Libra Wealth Llc 10
Southpoint Capital Advisors LP 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
GGM Financials LLC 10
AIMZ Investment Advisors, LLC 10
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 10
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 10
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 10
Alpha Financial Advisors, LLC 10
Aletheian Wealth Advisors LLC 10
Urban Financial Advisory Corp 10
O'Connor Financial Group LLC 10
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 10
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 10
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 10
Cape Ann Savings Bank 10
Consolidated Investment Group LLC 10
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 10
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 10
Heritage Way Advisors, LLC 10
Winton Series Trust 10
Te Ahumairangi Investment Management Ltd 10
Lattice Strategies LLC 10
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 10
Signet Management Usa, Llc 10
Mrj Capital Inc 10
Acuity Investment Management Inc 10
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 10
Gifford Fong Associates 10
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 10
Netols Asset Management, Inc. 10
RCFIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Core Taxable Bond Fund - Institutional Class Shares 10
Brinton Eaton, Llc 10
Sequent Asset Management, LLC 10
Beech Hill Advisors, Inc. 10
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 10
Longview Financial Advisors LLC 10
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 10
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 10
LDRS - Innovator ETFs Trust - Innovator IBD(R) ETF Leaders ETF 10
Schaller Investment Group Inc 10
Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 10
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 10
PACIFIC SELECT FUND - International Value Portfolio Class I 10
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 10
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 10
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 10
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 10
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 10
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 10
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 10
Mainsail Asset Management, Llc 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
VanEck Funds 10
Campbell Capital Management Inc 10
General New York Amt-free Municipal Money Market Fund 10
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 10
Veritas Investment Management (UK) Ltd 10
Semitam Bonam Llc 10
Squire Investment Management Company, LLC 10
Melone Private Wealth, LLC 10
Wealth Advisors of Iowa, LLC 10
Touchstone Investment Trust 10
Arcataur Capital Management LLC 10
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 10
Wealth Management Nebraska 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
Agate Pass Investment Management, LLC 10
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) 10
Swift Run Capital Management, LLC 10
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 10
Scepter Holdings, Inc. 10
Mandatum Life Insurance Co Ltd 10
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 10
Farnam Financial LLC 10
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 10
Pacific Life Fund Advisors LLC 10
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10
Bordeaux Wealth Advisors LLC 10
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 10
ETF Store, Inc. 10
Post Resch Tallon Group Inc. 10
Waterstone Capital Management, L.P. 10
VVIQX - Voya Separate Portfolios Trust - Voya VACS Series EMHCD Fund 10
Cobalt Capital Management, Inc. 10
First Long Island Investors, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 10
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 10
Summit Partners Public Asset Management, Llc 10
SIH Partners, LLLP 10
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 10
Obsidian Personal Planning Solutions LLC 10
Monarch Capital Management Inc/ 10
TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class 10
Poinciana Advisors Group, Llc 10
Avid Wealth Partners LLC 10
Accelerate Investment Advisors LLC 10
Markel Corp 10
ZynergyRetirementPlanningLLC 10
Bravias Capital Group, LLC 10
Euro Pacific Asset Management, LLC 10
Investors Trust Inc 10
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 10
Hi-Line Capital Management, LLC 10
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 10
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 10
Fingerlakes Wealth Management, Inc. 10
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 10
RBB FUND, INC. - Campbell Advantage Fund 10
Evernest Financial Advisors, LLC 10
Forefront Wealth Partners, LLC 10
Rushmore Investment Advisors, Inc. 10
La Financiere De L'echiquier 10
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 10
Berbice Capital Management LLC 10
Allianzgi Convertible & Income Fund Ii 10
Tabor Asset Management, LP 10
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 10
PXLVX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS Fund Class A 10
Elk Creek Partners, LLC 10
Robertson Stephens Advisors Llc 10
MML Series Investment Fund II - MML Asset Momentum Fund Class II 10
United Bank 10
SBK Financial, Inc. 10
Adams Asset Advisors, LLC 10
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 10
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 10
Gillespie Robinson & Grimm Inc 10
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 10
Nuveen Dynamic Municipal Opportunities Fund 10
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 10
Portman Square Capital LLP 10
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 10
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 10
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 10
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 10
JBR Co Financial Management Inc 10
Landing Point Financial Group, LLC 10
Landmark Financial Advisors, LLC 10
Oak Hill Advisors Lp 10
Telluride Asset Management LLC 10
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 10
Oak Harvest Investment Services 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 10
CLFLX - ADVISORONE FUNDS - CLS Flexible Income Fund Class N Shares 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 10
Zweig Advisers Llc 10
American Alpha Advisors, LLC 10
JFG Wealth Management, LLC 10
Vanguard Money Market Reserves 10
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 10
Caliber Wealth Management, Llc 10
Prepared Retirement Institute LLC 10
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 10
1607 Capital Partners, LLC 10
Meritage Group LP 10
PFUEX - PRINCIPAL FUNDS INC - Finisterre Unconstrained Emerging Markets Bond Fund Class A 10
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 10
Trust Co of the South 10
Quarry Hill Advisors, Llc 10
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 10
High Probability Advisors, LLC 10
Hosking & Co Ltd 10
Oak Grove Capital LLC 10
Waterford Advisors, LLC 10
Fischer Investment Strategies, Llc 10
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 10
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 10
AOIIX - Angel Oak Funds Trust - Angel Oak Core Impact Fund Institutional Class 10
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 10
Relaxing Retirement Coach 10
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 10
Eminence Capital, Lp 10
Strategic Financial Partners, Ltd. 10
Dreyfus Municipal Income Inc 10
Tolleson Wealth Management, Inc. 10
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 10
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 10
Buska Wealth Management, LLC 10
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 10
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
Sapphire Star Partners LP 10
Mogy Joel R Investment Counsel Inc 10
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 10
Beacon Bridge Wealth Partners, LLC 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 9
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 9
Cadent Capital Advisors, LLC 9
Tallon Kerry Patrick 9
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 9
LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF 9
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 9
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 9
Fs Multi-alternative Income Fund 9
Legacy Advisory Services, LLC 9
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 9
Vanguard Morgan Growth Fund 9
Corepath Wealth Partners Llc 9
New York Life Investments Alternatives 9
Ambs Investment Counsel Llc 9
Kinsight, LLC 9
PRGMX - T. Rowe Price GNMA Fund, Inc. - T. Rowe Price GNMA Fund 9
Ptm Wealth Management, Llc 9
Fairfield Financial Advisors, LTD 9
IYVAX - IVY FUNDS - Ivy Value Fund Class A 9
Sylvest Advisors, LLC 9
JD Financial Services Inc. 9
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 9
Bank Of Edwardsville 9
Freedom Day Solutions, LLC 9
Signature Wealth Management Partners, LLC 9
Alight Series Trust 9
United Maritime Capital Llc 9
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 9
Freemont Management S.A. 9
Alpha Family Trust 9
Red Wave Investments LLC 9
First Trust/aberdeen Global Opportunity Income Fund 9
One68 Global Capital, LLC 9
Tandem Financial, LLC 9
Elliott Management Corporation 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 9
Morgan Stanley Institutional Liquidity Funds 9
Brown Shipley& Co Ltd 9
North Point Portfolio Managers Corp/oh 9
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 9
Atika Capital Management LLC 9
Md Sass Investors Services Inc 9
STMYX - Northern Lights Fund Trust - Sierra Tactical Municipal Fund Class Special Shares 9
MFS VARIABLE INSURANCE TRUST III - MFS Inflation-Adjusted Bond Portfolio Initial Class 9
Hidden Cove Wealth Management, LLC 9
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 9
Blackrock Liquidity Funds 9
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 9
Quintet Private Bank (Europe) S.A. 9
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 9
JAEAX - SARATOGA ADVANTAGE TRUST - James Alpha Event Driven Portfolio Class A Shares 9
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 9
Bardin Hill Management Partners Lp 9
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 9
Bingham Private Wealth, Llc 9
Lederer & Associates Investment Counsel/ca 9
Northern Financial Advisors Inc 9
RCS Financial Planning, LLC 9
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 9
Master Institutional Money Market Llc 9
Dillon & Associates Inc 9
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 9
Oppenheimer International Equity Fund 9
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 9
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 9
Gq Asset Management, Llc 9
Capital & Planning, Llc 9
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 9
Lorne Steinberg Wealth Management Inc. 9
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 9
Lombard Odier & Cie (Bahamas) Ltd 9
FLIA - Franklin Templeton ETF Trust - Franklin Liberty International Aggregate Bond ETF 9
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 9
Highmount Capital, LLC 9
Allodium Investment Consultants, LLC 9
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 9
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 9
Marex Group plc 9
Check Capital Management Inc/ca 9
Arrowgrass Capital Partners Llp 9
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Jacobsen Capital Management 9
CCSB - Tidal Trust II - Carbon Collective Short Duration Green Bond ETF 9
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 9
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 9
First Citizens Bancorporation Inc 9
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 9
Alpine Associates Advisors 9
Pimco California Municipal Income Fund Ii 9
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 9
Fortress Financial Group, Llc 9
Heathbridge Capital Management Ltd. 9
Blenheim Capital Management, L.L.C. 9
Pimco Municipal Income Fund Iii 9
Ares Dynamic Credit Allocation Fund, Inc. 9
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 9
Alliancebernstein National Municipal Income Fund 9
Clark Financial Services Group Inc /bd 9
Mount Vernon Securities Lending Trust 9
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 9
Sprucegrove Investment Management Ltd 9
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 9
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 9
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 9
Guggenheim Equal Weight Enhanced Equity Income Fund 9
OASDX - Series Portfolios Trust - Oakhurst Strategic Defined Risk Fund Institutional Class 9
Putnam Money Market Fund 9
Prudential Short Duration High Yield Fund, Inc. 9
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 9
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 9
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 9
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 9
Ignis Investment Services Ltd 9
Bankers Trust Co 9
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 9
Signia Capital Management Llc 9
Motley Fool Funds Trust 9
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 9
MEMBERS Trust Co 9
DSAM Partners (London) Ltd 9
Black Cypress Capital Management, LLC 9
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 9
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 9
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 9
Hatteras Alternative Mutual Funds, LLC 9
Blue Investment Partners LLC 9
SLT Holdings LLC 9
JRVIX - James Alpha Funds Trust - James Alpha Relative Value Fund Class I 9
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 9
JAESX - James Alpha Funds Trust - James Alpha Event Driven Fund Class R6 9
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 9
Wakefield Alternative Series Trust 9
Steigerwald, Gordon & Koch Inc. 9
Ridgepath Capital Management LLC 9
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 9
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 9
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 9
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 9
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 9
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 9
York Capital Management Global Advisors, LLC 9
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 9
Princeton Portfolio Strategies Group LLC 9
Dfa Investment Dimensions Group Inc - Dfa Ny Municipal Bond Portfolio Institutional Class 9
Postrock Partners Llc 9
Fortress Wealth Group, LLC 9
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 9
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 9
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 9
MDCEX - Starboard Investment Trust - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares 9
Dfa Investment Trust Co - The Continental Small Company Series 9
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 9
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 9
Montgomery Street Income Securities, Inc 9
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 9
First Financial Group Corp 9
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 9
Carlyle Group Inc. 9
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 9
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 9
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 9
ICFSX - ICON FUNDS - ICON Financial Fund Class S 9
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 9
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 9
waypoint wealth counsel 9
Bolton Lp 9
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 9
Retirement Series Trust 9
WMKGX - WESMARK FUNDS - WesMark Growth Fund 9
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 9
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 9
Ready Assets Government Liquidity Fund 9
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 9
Cohen & Steers Closed-end Opportunity Fund, Inc. 9
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 9
Cunning Capital Partners, LP 9
Muirfield Wealth Advisors Llc 9
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 9
Veritas Investment Management LLP 9
ROBAX - Investment Managers Series Trust - Robinson Tax Advantaged Income Fund Class A Shares 9
Angel Oak Strategic Credit Fund 9
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 9
Scharf Investments, Llc 9
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 9
Trinity Financial Advisors LLC 9
Allianz Life Insurance Co Of North America 9
Insight Capital Research & Management Inc 9
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio 9
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 9
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 9
BIT Capital GmbH 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 9
IOO - iSHARES TRUST - iShares Global 100 ETF 9
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 9
Empire Financial Management Company, LLC 9
EMG Holdings, L.P. 9
AdvicePeriod, LLC 9
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF 9
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 9
Mainstay Definedterm Municipal Opportunities Fund 9
Prospect Financial Services LLC 9
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 9
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 9
Lmp Capital & Income Fund Inc. 9
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 9
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 9
Greystone Investment Management Llc 9
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 9
Heritage Wealth Management, Inc. /CA/ 9
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 9
Eagle Capital Management Llc 9
Lantern Wealth Advisors, LLC 9
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 9
OneAscent Family Office, LLC 9
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 9
ASTMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class A Shares 9
QSV Equity Investors LLC 9
Magee Thomson Investment Partners Llc 9
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 9
Partners in Financial Planning 9
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 9
Silver Bridge Capital Management LLC 9
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 9
Lummis Asset Management, LP 9
Platinum Investment Management Ltd 9
Bamco Inc /ny/ 9
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 9
Yoffe Investment Management, LLC 9
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 9
Crestmont Private Wealth LLC 9
Windham Capital Management, LLC 9
Financial & Investment Management Group Ltd 9
Carl Domino Inc 9
Capstone Financial Group, Inc. 9
Nuveen Global Income Opportunities Fund 9
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 9
Steadfast Advisors Lp 9
Dreyfus Amt-free New York Municipal Cash Management 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
KAMES CAPITAL management Ltd 9
General Municipal Money Market Funds Inc 9
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 9
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 9
Cleary Gull Holdings Inc. 9
Lansdowne Partners Limited Partnership 9
Lone Pine Capital Llc 9
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 9
HAEMX - HARBOR FUNDS - Harbor Emerging Markets Equity Fund Institutional Class 9
Marshall & Sullivan Inc /wa/ 9
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 9
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 9
Leeward Financial Partners, LLC 9
Davidson Capital Management Inc. 9
Maxi Investments CY Ltd 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 9
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 9
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF 9
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 9
Timpani Capital Management LLC 9
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 9
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 9
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 9
Rahlfs Capital, Llc 9
Dominick & Dominick LLC 9
Altrinsic Global Advisors Llc 9
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 9
Sloane Robinson LLP 9
Virtus Wealth Solutions LLC 9
Farallon Capital Management Llc 9
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 9
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 9
ICICI Prudential Asset Management Co Ltd 9
Up Strategic Wealth Investment Advisors Llc 9
Watershed Private Wealth Llc 9
Brooktree Capital Management 9
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 9
Solano Wealth Investment Advisors LLC 9
Family Office Research LLC 9
Adams Chetwood Wealth Management LLC 9
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 9
Pelham Global Financials Ltd 9
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 9
Ares Management Llc 9
Flaherty & Crumrine Inc 9
Wealth Management Solutions, LLC 9
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares 9
Tme Financial, Inc. 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
FCG Investment Co 9
Maxwell Wealth Strategies Inc. 9
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 9
Pfc Capital Group, Inc. 9
Kovitz Investment Group, LLC 9
Barden Capital Management, Inc. 9
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 9
NF Trinity Capital (Hong Kong) Ltd 9
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 9
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 9
Nearwater Capital Markets, Ltd 9
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 9
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 9
Good Steward Wealth Advisors,LLC 9
American Investment Services, Inc. 9
Aurora Financial Advisors, Llc 9
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 9
PacWest Financial Management Inc 9
DWM Financial Group, Inc. 9
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 9
Aberdeen Chile Fund, Inc. 9
Daruma Capital Management Llc 9
Covea Finance 9
Heron Financial Group, Llc 9
Templeton Global Opportunities Trust 9
Cushing Asset Management, Lp 9
ClearAlpha Technologies LP 9
Family Legacy Financial Solutions, LLC 9
Objectivity Squared, LLC 9
FRG Family Wealth Advisors LLC 9
Gemsstock Ltd. 9
Brooklands Fund Management Ltd 9
LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 9
Abeille Asset Management Sa 9
Boussard & Gavaudan Investment Management LLP 9
TSA Wealth Managment LLC 9
Efficient Frontier Advisors LLC 9
Elefante Michael B 9
Midwest Investment Management Llc 9
Barton Investment Management 9
Ws Management Lllp 9
Vestment Financial LLC 9
Members Advisory Group LLC 9
Evanston Investments, Inc., dba Evanston Advisors 9
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 9
Tcw Alternative Funds 9
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 9
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 9
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 9
Inlight Wealth Management, LLC 9
Consilio Wealth Advisors, Llc 9
Delta Accumulation, LLC 9
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 9
Leonard Rickey Investment Advisors P.L.L.C. 9
AGH Wealth Advisors, LLC 9
HC Advisors, LLC 9
Sender Co & Partners, Inc. 9
VCBCX - VALIC Co I - Blue Chip Growth Fund 9
Myriad Asset Management Ltd. 9
Essex Private Wealth Management, LLC 9
Jmac Enterprises Llc 9
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 9
Blue Rock Wealth Management LLC 9
Investors Cash Trust 9
Vetamer Capital Management, L.p. 9
Phase 2 Partners, LLC 9
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 9
EdgePoint Investment Group Inc. 9
Note Advisors, LLC 9
Copperleaf Capital, LLC 9
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 9
Eagle Bluffs Wealth Management LLC 9
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 9
Stordahl Capital Management, Inc. 9
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 9
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 9
Pinney & Scofield, Inc. 9
Cherokee Insurance Co 9
Templeton Global Income Fund 9
Cmt Trading Llc 9
Madison Park Capital Advisors, LLC 9
Cullen Investment Group, Ltd. 9
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 9
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 9
EFG Asset Management (North America) Corp. 9
Oak Ridge Investments Llc 9
American Funds Fundamental Investors 9
Topel & Distasi Wealth Management, LLC 9
Blue Sky Capital Consultants Group, Inc. 9
Gabelli Convertible & Income Securities Fund Inc 9
DDFG, Inc 9
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 9
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 9
Compass Financial Advisors Llc 9
RiverNorth Opportunistic Municipal Income Fund, Inc. 9
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 9
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 9
Dreyfus Tax Exempt Cash Management Funds 9
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 9
Panoramic Investment Advisors, Llc 9
Cincinnati Insurance Co 9
International Income Portfolio - International Income Portfolio 9
First Farmers & Merchants Bank / Trust 9
AllianzGI Artificial Intelligence & Technology Opportunities Fund 9
Graybill Bartz & Assoc Ltd 9
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2055 Fund Class A 9
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 9
Brucke Financial, Inc. 9
Charter Research & Investment Group, Inc. 9
Miller/howard High Income Equity Fund 9
IBDK - iSHARES TRUST - iShares iBonds Dec 2019 Term Corporate ETF 9
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 9
STPZ - PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 9
Paracle Advisors, LLC 9
Independence Trust CO 9
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 9
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 9
Marotta Asset Management 9
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 9
Lewis Asset Management, LLC 9
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 9
Shotwell Rutter Baer Inc 9
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 9
TDTT - FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 9
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 9
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 9
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 9
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 9
Melqart Asset Management (uk) Ltd 9
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 9
Jnl Series Trust - Jnl/wmc Value Fund (a) 9
Garrison Asset Management, LLC 9
Blackrock Floating Rate Income Strategies Fund, Inc. 9
GURU - Global X Funds - Global X Guru Index ETF 9
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 9
Coho Partners, Ltd. 9
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 9
Arcadia Wealth Management, Inc. 9
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2019 9
Greystone Managed Investments Inc. 9
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 9
Lathrop Investment Management Corp 9
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 9
Nestegg Advisors, Inc. 9
Avant Financial Advisors LLC 9
Amcap Fund 9
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 9
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 9
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 9
Saratoga Research & Investment Management 9
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 9
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 9
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 9
ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares 9
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9
Muhlenkamp & Co Inc 9
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 9
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 9
Breithorn Capital Management 9
Nan Shan Life Insurance Co., Ltd. 9
Gray Financial Group /ga /adv /adv 9
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 9
New Century Investment Management, Inc 9
Hutchens & Kramer Investment Management Group, LLC 9
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 9
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 9
Hoertkorn Richard Charles 9
Hilltop Partners LLC 9
AAEMX - ALGER FUNDS II - Alger Emerging Markets Fund Class A 9
Blackrock Muniyield Quality Fund, Inc. 9
Capital Investment Services of America, Inc. 9
IRBA - LITMAN GREGORY FUNDS TRUST - iMGP RBA Responsible Global Allocation ETF 9
Stewart & Patten Co Llc 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 9
Lucus Advisors Llc 9
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 9
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 9
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 9
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 9
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 9
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 9
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 9
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 9
Windsor Advisory Group, LLC 9
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 9
BKF - iShares, Inc. - iShares MSCI BRIC ETF 9
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 9
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 9
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 9
Beaton Management Co. Inc. 9
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 9
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 9
Disciplina Capital Management LLC 9
Grassi Investment Management 9
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 9
MNWAX - MFS SERIES TRUST X - MFS Managed Wealth Fund A 9
UBPIX - Profunds - Ultralatin America Profund Investor Class 9
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 9
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 9
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 9
Ancient Art, L.P. 9
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 9
Stack Financial Management, Inc 9
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 9
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 9
Benchmark Wealth Management, LLC 9
Boston Research & Management Inc 9
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 9
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 9
Payden & Rygel Investment Group 9
Funds For Institutions Series 9
Deane Retirement Strategies, Inc. 9
Capital Counsel Llc/ny 9
Stonebridge Capital Management Inc 9
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 9
Nuveen High Income 2020 Target Term Fund 9
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 9
Loveless Wealth Management LLC 9
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 9
Blackrock Muni Intermediate Duration Fund, Inc. 9
Blue Ridge Capital, L.L.C. 9
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 9
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 9
Ascension Asset Management LLC 9
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 9
Sound Shore Management Inc /ct/ 9
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 9
MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M 9
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 9
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 9
Spence Asset Management 9
Brave Warrior Advisors, LLC 9
Welch Capital Partners Llc/ny 9
Slocum, Gordon & Co LLP 9
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 9
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 9
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 9
Seaside Wealth Management, Inc. 9
Constant Guidance Financial LLC 9
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 9
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 9
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 9
Massachusetts Wealth Management 9
Rosenbaum Jay D. 9
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 9
Aim Treasurers Series Trust (invesco Treasurer's Series Trust) 9
Valentine Capital Asset Management, Inc. 9
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 9
Somerville Kurt F 9
Broderick Brian C 9
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 9
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 9
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 9
WIP - SPDR SERIES TRUST - SPDR(R) FTSE International Government Inflation-Protected Bond ETF 9
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 9
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 9
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 9
Peconic Partners Llc 9
Stratford Consulting, LLC 9
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 9
MDE Group 9
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 9
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 9
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 9
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 9
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 9
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 9
Hutchens Investment Management Inc 9
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 9
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 9
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 9
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 9
Main Line Retirement Advisors, LLC 9
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 9
Integrated Capital Management, LLC 9
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 9
Polen Capital Management Llc 9
Mainstream Capital Management LLC 9
Elyxium Wealth, LLC 9
Dreyfus Liquid Assets, Inc 9
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 9
Monetta Financial Services Inc 9
Staar Investment Trust 9
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 9
Chubb Corp 9
Susquehanna International Securities, Ltd. 9
Pettee Investors, Inc. 9
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 9
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 9
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 9
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 9
Westerkirk Capital Inc. 9
SGL Investment Advisors, Inc. 9
IGIEX - Ashmore Funds - Ashmore Emerging Markets Investment Grade Income Fund Institutional Class 9
TOWER TRUST & INVESTMENT Co 9
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 9
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 9
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 9
Bain Capital Public Equity Management Ii, Llc 9
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 9
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 9
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 9
Keeler & Nadler Financial Planning & Wealth Management 9
Avenue 1 Advisors, LLC 9
Hokanson Associates, Inc. 9
RAAX - VanEck Vectors ETF Trust - VanEck Vectors Real Asset Allocation ETF 9
Vilas Fund, Lp 9
Unified Trust Company, N.A. 9
Planwiser Financial, Llc 9
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 9
Ratan Capital Management LP 9
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 9
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 9
Lgt Capital Partners Ltd. 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 9
Zimmer Partners, LP 9
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 9
Mosaic Financial Partners, Inc. 9
CAFX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Intermediate Bond ETF 9
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 9
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 9
Voss Capital, LLC 9
Veritas Investment Partners (UK) Ltd. 9
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 9
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 9
Arctis Global LLC 9
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 9
Corient IA LLC 9
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 9
Horizon Funds - Centre American Select Equity Fund Investor Class 9
Nautilus Advisors LLC 9
Integrated Core Strategies (us) Llc 8
Blackrock Muniassets Fund, Inc. 8
Franklin Ltd Duration Income Trust 8
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 8
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 8
Virtus Total Return Fund 8
Crow Point Global Dividend Plus Fund 8
Salient Private Client, Llc 8
Oppenheimer Equity Income Fund 8
AMS Capital Ltda 8
Aubrey Capital Management Ltd 8
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
Silverleafe Capital Partners, LLC 8
Strategic Capital Advisers, Inc. 8
Master Trust 8
Probabilities Fund Management, LLC 8
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 8
CastleArk Alternatives, LLC 8
Wells Trecaso Financial Group, LLC 8
Hartford Funds Management Co LLC 8
Cvi Holdings, Llc 8
Landmark Bank 8
Benchmark Financial Wealth Advisors, LLC 8
Hurlow Wealth Management Group, Inc. 8
Hillcrest Wealth Advisors - NY, LLC 8
Galibier Capital Management Ltd. 8
Integrated Capital Management, Inc. 8
Tech Square Trading Lp 8
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 8
Rwc Asset Advisors (us) Llc 8
DeepCurrents Investment Group LLC 8
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 8
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 8
CFIMX - Clipper Funds Trust - Clipper Funds Trust 8
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 8
Toews Corp /adv 8
Pimco California Municipal Income Fund 8
Pimco California Municipal Income Fund Iii 8
Putnam High Yield Trust 8
Purisima Funds 8
Ubs Rma Money Fund Inc 8
Delta Financial Advisors Llc 8
Mfs Intermarket Income Trust I 8
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 8
CLACX - ADVISORONE FUNDS - CLS Global Aggressive Equity Fund Class N Shares 8
GTAWX - GLENMEDE FUND INC - Short Term Tax Aware Fixed Income Portfolio 8
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 8
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 8
Templeton Emerging Markets Income Fund 8
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 8
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 8
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 8
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2065 Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2050 Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2060 Fund Class A 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2045 Fund Class A 8
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 8
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 8
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 8
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 8
Oppenheimer Main Street Mid Cap Fund 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 8
Gabelli Global Utility & Income Trust 8
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 8
Stock Portfolio - Stock Portfolio 8
Nuveen High Income November 2021 Target Term Fund 8
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 8
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 8
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 8
Dreyfus Amt-free Municipal Cash Management Plus 8
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 8
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 8
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 8
SRAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Real Return Fund Class F 8
MGGAX - Natixis Funds Trust I - Mirova Global Green Bond Fund Class A 8
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 8
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 8
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 8
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
Dreyfus Municipal Bond Infrastructure Fund, Inc. 8
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 8
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 8
GPICX - GPS Funds II - GuidePath(R) Conservative Income Fund 8
Multi-strategy Growth & Income Fund 8
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 8
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 8
Invesco High Income 2023 Target Term Fund 8
Invesco Municipal Income Opportunities Trust 8
Pratt Collard Advisory Partners LLC 8
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 8
Long Focus Capital Management, Llc 8
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 8
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 8
Alpine Group Usvi, Llc 8
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 8
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 8
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 8
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 8
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 8
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 8
Blueport Capital, L.P. 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 8
Security Asset Management 8
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 8
SLTMX - VIRTUS ASSET TRUST - Virtus Seix U.S. Mortgage Fund Class A 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 8
Crawford Lake Capital Management, LLC 8
Engle Capital Management, L.P. 8
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 8
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 8
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 8
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 8
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 8
MFPAX - MFS MUNICIPAL SERIES TRUST - MFS Pennsylvania Municipal Bond Fund A 8
Boulder Growth & Income Fund 8
BlackRock Variable Series Funds II, Inc. - BlackRock U.S. Government Bond V.I. Fund Class I 8
Wealth Advisory Team LLC 8
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 8
DLLDX - DoubleLine Funds Trust - DoubleLine Long Duration Total Return Bond Fund Class N 8
Courant Investment Management LLC 8
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 8
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 8
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 8
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 8
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 8
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 8
Asset Planning Services Inc /la/ /adv 8
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 8
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 8
Millburn Ridgefield Corp 8
OEF - iSHARES TRUST - iShares S&P 100 ETF 8
Jentner Corp 8
Arthur M. Cohen & Associates, Llc 8
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 8
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 8
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 8
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 8
MINCX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA STRATEGIC INCOME FUND Institutional Class Shares 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 8
Vector Wealth Management, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 8
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 8
Five Oceans Asset Management LTD 8
Front Street Capital Management, Inc. 8
Wilson, Kemp & Associates, Inc. 8
Edmunds White Partners Llc 8
Wisconsin Capital Management Llc 8
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 8
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 8
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund 8
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 8
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 8
Andromeda Capital LLC 8
Wall Street Associates 8
Mark Asset Management Lp 8
Friess Associates Llc 8
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 8
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 8
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 8
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 8
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 8
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 8
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 8
ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A 8
Clearline Capital LP 8
Tyrus Capital S.A.M. 8
Eos Management, L.P. 8
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 8
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 8
Westport Asset Management Inc 8
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 8
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 8
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 8
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 8
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 8
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 8
Eachwin Capital, Lp 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 8
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 8
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 8
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 8
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 8
Hall Kathryn A. 8
QFR Capital Management, L.P. 8
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 8
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 8
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 8
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 8
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 8
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 8
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 8
Prosiris Capital Management LP 8
Lumina Fund Management LLC 8
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 8
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 8
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 8
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 8
SDBNX - SCHRODER SERIES TRUST - Schroder Short Duration Bond Fund Investor Shares 8
Suvretta Capital Management, Llc 8
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A 8
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 8
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 8
Rockshelter Capital Management Llc 8
PEASX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-2 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA World ex U.S. Government Fixed Income Portfolio Institutional Class 8
Telemark Asset Management, LLC 8
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 8
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A 8
Gratia Capital, Llc 8
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 8
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 8
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 8
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 8
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 8
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 8
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 8
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 8
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 8
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 8
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 8
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 8
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 8
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 8
Aston Asset Management, LLC 8
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 8
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 8
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 8
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 8
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 8
Delphi Financial Group, Inc. 8
Hefren-Tillotson, Inc. 8
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 8
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 8
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 8
Castle Creek Capital Partners VI, LP 8
Eggemeyer John M Iii 8
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 8
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 8
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 8
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 8
Rangeley Capital, LLC 8
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 8
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 8
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 8
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 8
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 8
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 8
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 8
HMJAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Short Duration Fund Class A 8
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 8
Argus Investors' Counsel, Inc. 8
Laidlaw Group, LLC 8
Potomac Capital Management, Inc. 8
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 8
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 8
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 8
Quadrature Capital LLP 8
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 8
PRTBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Short-Term Treasury Portfolio Class I 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 8
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 8
ABIAX - AB TRUST - AB International Value Fund Class A 8
TRH Financial, LLC 8
Arkfeld Wealth Strategies, L.L.C. 8
Kidder Stephen W 8
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 8
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 8
Gyrus Investment Management Inc. 8
MMBMX - BNY MELLON FUNDS TRUST - BNY Mellon Massachusetts Intermediate Municipal Bond Fund Class M Shares 8
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 8
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 8
HT Partners LLC 8
General American Investors Co Inc 8
Professional Advisory Services Inc 8
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 8
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 8
Gibson Capital, LLC 8
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 8
Montag & Caldwell, Llc 8
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 8
PRULX - T. Rowe Price U.S. Treasury Funds, Inc. - U.S. Treasury Long-Term Fund 8
INCA Investments LLC 8
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 8
Yacktman Asset Management Lp 8
American Assets Inc 8
Emerson Investment Management, Llc 8
RRPAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Real Return Fund - Class A 8
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 8
FIBPX - Federated Managed Pool Series - Federated International Bond Strategy Portfolio 8
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 8
Magellan Asset Management Ltd 8
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 8
VCCEX - VALIC Co I - Core Equity Fund 8
Sensato Investors LLC 8
Terra Nova Asset Management LLC 8
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 8
Stillwater Investment Management, LLC 8
JHGEX - John Hancock Funds II - Global Equity Fund Class A 8
Van Cleef Asset Management,Inc 8
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 8
Norman Fields, Gottscho Capital Management, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 8
AMG Funds LLC 8
Lincoln Capital LLC 8
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
Menlo Advisors Llc 8
Salem Capital Management Inc 8
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 8
Insight Folios Inc 8
Alecta Pensionsforsakring, Omsesidigt 8
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 8
Cim, Llc 8
Taylor Frigon Capital Management LLC 8
Cairn Investment Group, Inc. 8
Arbor Trust Wealth Advisors, Llc 8
Legacy Wealth Partners, Inc. 8
Security National Bank Of Sioux City Iowa /ia/ 8
Verde Capital Management 8
Rit Capital Partners Plc 8
Messner & Smith Theme Value Investment Management Ltd /ca/ 8
DCF Advisers, LLC 8
Ameraudi Asset Management, Inc. 8
Hillman Capital Management, Inc. 8
Charlemagne Capital Ltd 8
Davidson Trust Co 8
Regis Management CO LLC 8
DELAWARE VIP TRUST - Delaware VIP International Series Standard 8
DWAW - AdvisorShares Trust - AdvisorShares Dorsey Wright FSM All Cap World ETF 8
Radcliffe Capital Management, L.P. 8
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 8
Stolper Co 8
Willow Street Advisors LLC 8
C WorldWide Group Holding A/S 8
Muzinich & Co., Inc. 8
Stevard, LLC 8
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 8
Brookmont Capital Management 8
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 8
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 8
SNUG - Alpha Architect ETF Trust - Merlyn.AI Tactical Growth and Income ETF 8
WIZ - Alpha Architect ETF Trust - Merlyn.AI Bull-Rider Bear-Fighter ETF 8
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 8
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 8
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 8
MUNIX - MUTUAL FUND SERIES TRUST - AlphaCentric Municipal Opportunities Fund Class I 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 8
RiverNorth Flexible Municipal Income Fund, Inc. 8
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 8
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 8
Edmp, Inc. 8
GAA - Cambria ETF Trust - Cambria Global Asset Allocation ETF 8
MPIFX - Gallery Trust - MONDRIAN INTERNATIONAL GOVERNMENT FIXED INCOME FUND 8
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 8
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 8
VFPAX - FundVantage Trust - Private Capital Management Value Fund Class A 8
Arrow Investments Trust - Arrow Dogs of the World ETF 8
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 8
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 8
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 8
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 8
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 8
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 8
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 8
JFOIX - SARATOGA ADVANTAGE TRUST - James Alpha Family Office Portfolio Class I 8
Quadrant Capital Management, LLC 8
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class 8
Tiedemann Trust Co 8
Locust Wood Capital Advisers, LLC 8
Horan Capital Management 8
ABN AMRO Bank N.V. 8
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 8
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 8
SMIFX - VALUED ADVISERS TRUST - Sound Mind Investing Fund 8
SRDBX - STONE RIDGE TRUST - Stone Ridge Diversified Alternatives Fund Class M 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
ONE Advisory Partners, LLC 8
Birmingham Capital Management Co Inc/al 8
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 8
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 8
Baskin Financial Services Inc. 8
Chou Associates Management Inc. 8
Stellar Capital Management, LLC 8
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 8
David J Yvars Group 8
Blossom Wealth Management 8
Global Thematic Partners, LLC 8
B, B, H, & B Inc. 8
Citadel Investment Advisory, Inc. 8
Alpha Omega Group, Inc. 8
Somerset Group LLC 8
Wd Rutherford Llc 8
Nichols Asset Management LLC 8
Midwest Wealth Management Inc. 8
Liberty Street Advisors, Inc. 8
Cannon Global Investment Management, LLC 8
Irving Magee Investment Management 8
Satovsky Asset Management Llc 8
Wealth Dimensions Group, Ltd. 8
InTrack Investment Management Inc 8
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 8
Ewing Morris & Co. Investment Partners Ltd. 8
VELA Funds - VELA Large Cap 130/30 Fund Class I 8
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 8
Security National Bank Of So Dak 8
Investment Advisory Services Inc /tx /adv 8
Sagard Holdings Management Inc. 8
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 8
Camden National Corp 8
RiverNorth Flexible Municipal Income Fund II, Inc. 8
Cardinal Point Wealth Management LLC 8
Financial Consulate Inc. 8
JFOIX - James Alpha Funds Trust - James Alpha Family Office Fund Class I 8
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 8
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 8
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 8
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 8
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 8
Concourse Capital Management, LLC 8
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 8
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 8
Shaker Financial Services, LLC 8
Tahithromos, L.L.C. 8
Kercheville Advisors, LLC 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 8
FSTDX - FIDELITY SALEM STREET TRUST - Fidelity Series 5+ Year Inflation-Protected Bond Index Fund 8
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 8
Parthenon Llc 8
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 8
DBK Financial Counsel, LLC 8
Ardent Capital Management, Inc. 8
Surience Private Wealth Llc 8
Scott Capital Advisors, LLC 8
Vahanian & Associates Financial Planning Inc. 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Helios Capital Management Pte. Ltd 8
Nichols & Pratt Advisers Llp /ma 8
Cross Staff Investments Inc 8
Pine Haven Investment Counsel, Inc 8
New Perspectives, Inc 8
NTB Financial Corp 8
Keating Investment Counselors Inc 8
Unionview, Llc 8
Sona Asset Management (us) Llc 8
Seminole Management Co., Inc. 8
Wulff, Hansen & Co. 8
R. G. Niederhoffer Capital Management Inc 8
Disciplined Equity Management, Inc. 8
Mendel Capital Management LLC 8
Gibson Wealth Advisors LLC 8
Concorde Financial Corp 8
Future Fund LLC 8
C2C Wealth Management, LLC 8
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 8
Rbo & Co Llc 8
Kayne Anderson Capital Advisors Lp 8
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 8
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 8
Oaktree Diversified Income Fund Inc. 8
Tmd & Associates, Inc 8
Capstone Wealth Management Group, Llc 8
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 8
Solidarilty Wealth, LLC 8
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 8
Ledge Wealth Management, Inc. 8
Birinyi Associates Inc 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 8
RiverNorth Managed Duration Municipal Income Fund II, Inc. 8
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 8
Cupps Capital Management, LLC 8
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 8
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 8
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 8
WJ Interests, LLC 8
OAIE - Series Portfolios Trust - Optimize AI Smart Sentiment Event-Driven ETF 8
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares 8
Matthews International Capital Management Llc 8
HFSSX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Contrarian Value Fund Class SDR 8
Short Duration Inflation-Protected Income Portfolio - Short Duration Inflation-Protected Income Portfolio 8
Investidor Profissional Gestao de Recursos Ltda. 8
Puzo Michael J 8
DIVD - EA Series Trust - Altrius Global Dividend ETF 8
Shira Ridge Wealth Management 8
Catalyst Wealth Management, LLC 8
SP Asset Management LLC 8
Crosspoint Financial, Llc 8
Heritage Wealth Partners, LLC 8
Dominguez Wealth Management Solutions, Inc. 8
Sonoma Private Wealth LLC 8
LMG Wealth Partners, LLC 8
Capital Group Investment Management Pte. Ltd. 8
King Street Capital Management, L.p. 8
Talisman Wealth Advisors LLC 8
Beacon Financial Planning, Inc 8
Killen Group Inc 8
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 8
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 8
FIAX - Tidal Trust II - Nicholas Fixed Income Alternative ETF 8
Reframe Wealth, Llc 8
Resolute Wealth Strategies, LLC 8
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 8
GMBZX - GuideStone Funds - Impact Bond Fund Investor 8
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8
Myecfo, Llc 8
RAM Investment Partners, LLC 8
Invenio Wealth Partners Llc 8
Invesco, Llc 8
Rappaport Reiches Capital Management, LLC 8
TINAX - Investment Managers Series Trust II - AXS Tactical Income Fund Class A Shares 8
LGRUX - LORD ABBETT TRUST I - Lord Abbett Investment Grade Floating Rate Fund Class R6 8
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 8
Angelo Gordon & Co., L.p. 8
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 8
Morton Capital Management LLC/CA 8
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 8
Brigade Capital Management, Lp 8
StoneCrest Wealth Management, Inc. 8
Priebe Wealth Holdings LLC 8
OxenFree Capital LLC 8
Opinicus Capital, Inc. 8
PFM Health Sciences, LP 8
DORVAL Corp 8
NorthStar Asset Management LLC /NJ/ 8
Robinson Smith Wealth Advisors Llc 8
Glenhill Advisors Llc 8
Eaton-Cambridge Inc. 8
Polymer Capital Management (HK) LTD 8
Zega Financial, LLC 8
Nantahala Capital Management, LLC 8
Kuhn & Co Investment Counsel 8
Perbak Capital Partners LLP 8
Taylor Financial Group, Inc. 8
Landmark Wealth Management, Inc. 8
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 8
Cove Private Wealth, LLC 8
Yeomans Consulting Group, Inc. 8
Granite Group Advisors, LLC 8
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 8
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 8
Davies Financial Advisors, Inc. 8
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 8
Horizon Advisory Services, Inc. 8
Wealth Group, Ltd. 8
Twin City Private Wealth, Llc 8
RW Investment Management LLC 8
Raelipskie Partnership 8
Carrhae Capital LLP 8
Black Point Wealth Management 8
FreeGulliver LLC 8
Dow Chemical Co /de/ 8
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 8
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 8
Mindset Wealth Management, Llc 8
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 8
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 8
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 8
Temasek Holdings (Private) Ltd 8
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 8
One Wealth Capital Management, Llc 8
MFA Wealth Services 8
Verus Wealth Management, Llc 8
M Wealth Management, LLC 8
Archer Investment Management, LLC 8
Flavin Financial Services, Inc. 8
Fairvoy Private Wealth, LLC 8
Brueske Advisory Services, LLC 8
Hickory Point Bank & Trust 8
Elkhorn Partners Limited Partnership 8
Chung Wu Investment Group, LLC 8
Cushing Capital Partners, LLC 8
May Barnhard Investments LLC 8
Clarity Wealth Development LLC 8
SageOak Financial, LLC 8
Moment Partners, LLC 8
Broadway Wealth Solutions, Inc. 8
Potomac Fund Management Inc /adv 8
Astra Wealth Partners LLC 8
Entruity Wealth, LLC 8
Kane Investment Management, Inc. 8
Triglav Skladi, D.o.o. 8
ADAPT Investment Managers SA 8
Strive Asset Management, LLC 8
Castlekeep Investment Advisors Llc 8
Corvex Management LP 8
City National Bank Of Florida /msd 8
Breakthru Advisory Services, Llc 8
McMill Wealth Management 8
Sunbeam Capital Management, LLC 8
RedJay Asset Management Inc. 8
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 8
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 8
Bannerman Wealth Management Group, Llc 8
Silver Oak Wealth Advisors Services, Llc 8
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 8
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 8
LODI - ETF Series Solutions - AAM SLC Low Duration Income ETF 8
Cooper Capital Advisors LLC 8
Clg Llc 8
Horizon Funds - HORIZON EXPEDITION PLUS ETF 8
Capstone Wealth Management Group LLC 8
Infinity Wealth Counsel, LLC 8
S-Bank Fund Management Ltd 8
SCCR - SCHWAB STRATEGIC TRUST - Schwab Core Bond ETF 8
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 8
Fortitude Financial, LLC 8
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 8
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 8
Oppenheimer Discovery Fund 8
Cash Account Trust 8
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 7
Highland Global Allocation Fund 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 7
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 7
Crystalline Management Inc. 7
Hutchens Investment Management Inc 7
Giverny Capital Inc. 7
AAFMAA Wealth Management & Trust LLC 7
Hummer Financial Advisory Services Inc 7
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 7
Clarity Wealth Advisors, LLC 7
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 7
Greater Midwest Financial Group, LLC 7
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 7
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 7
MIG Capital, LLC 7
Paradigm Capital Management, LLC/NV 7
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 7
Ratio Wealth Group 7
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 7
Pathlight Investors Llc 7
Northern Capital Management, Inc. 7
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 7
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 7
BCS Private Wealth Management, Inc. 7
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 7
Herzfeld Caribbean Basin Fund Inc 7
Matterhorn Capital Management, LLC 7
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 7
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 7
Ted Buchan & Co 7
NEMDX - Nuveen Managed Accounts Portfolios Trust - Nuveen Emerging Markets Debt Managed Accounts Portfolio Common Shares 7
Central Securities Corp 7
Soapstone Management L.p. 7
Brown Financial Advisory 7
Bernzott Capital Advisors 7
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 7
New England Professional Planning Group Inc. 7
Cohen Investment Advisors LLC 7
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 7
GEMHX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity ex. China Fund Class A Shares 7
Longview Financial Advisors, Inc. 7
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 7
Croft-leominster Inc 7
Long Pond Capital, LP 7
Hyperion Partners, LLC 7
CPR Investments Inc. 7
Bmt Investment Advisors 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP DFA Multi-Strategy Fund 7
First Trust/aberdeen Emerging Opportunity Fund 7
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 7
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Moderate Index Strategy Fund 7
Tilt Investment Management Holdings, PBC 7
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fidelity Institutional Asset Management Multi-Strategy Fund 7
Brady Family Wealth, Llc 7
Putnam Fund For Growth & Income 7
Ping Capital Management, Inc. 7
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 7
Nuveen Credit Strategies Income Fund 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
Eschler Asset Management LLP 7
KilterHowling LLC 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP T. Rowe Price Capital Appreciation Plus Fund 7
OPTIMAS CAPITAL Ltd 7
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 7
Investment Security Group Inc /co/ /adv 7
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 7
Home Federal Bank Of Tennessee 7
Blackrock Financial Institutions Series Trust 7
Gramercy Funds Management LLC 7
Allie Family Office LLC 7
Wooster Corthell Wealth Management, Inc. 7
Bay Rivers Group 7
Wendell David Associates Inc 7
Mackey Warren A 7
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 7
Bdf-gestion 7
O'Keefe Stevens Advisory, Inc. 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Balanced Index Strategy Fund 7
Global X Japan Co., Ltd. 7
Old West Investment Management, LLC 7
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 7
Hays Advisory Llc 7
IFC Advisors LLC 7
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 7
Hawkins Capital L.P. 7
McQueen, Ball & Associates Inc. 7
Prudential Government Money Market Fund, Inc. 7
Anb Bank 7
Legacy Wealth Planning, LLC 7
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 7
Pimco Municipal Income Fund 7
Wechter Feldman Wealth Management, Inc. 7
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 7
Watchman Group, Inc. 7
Soros Capital Management Llc 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 7
Nierenberg Investment Management Company, Inc. 7
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 7
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 7
Independent Family Office, LLC 7
Unio Capital LLC 7
Soundmark Wealth Management, Llc 7
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 7
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 7
Smead Capital Management, Inc. 7
New England Guild Wealth Advisors, Inc. 7
Dreyfus Government Cash Management Funds 7
PXAIX - PIMCO FUNDS - PIMCO Multi-Strategy Alternative Fund Institutional 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 7
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 7
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 7
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 7
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 7
Eii Capital Management, Inc. 7
Members Capital Advisors Inc 7
FLTTX - WisdomTree Digital Trust - WisdomTree Floating Rate Treasury Digital Fund N/A 7
EMIPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Breakout Nations Portfolio Class I 7
FPA FUNDS TRUST - FPA International Value Fund 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 7
Solano Wealth Management, Inc. 7
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 7
PFCFX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Class A 7
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 7
Patient Capital Management, LLC 7
Uhlmann Price Securities, Llc 7
Jackson Park Capital, Llc 7
BBIP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. TIPS 0-5 Year ETF 7
VTAPX - VANGUARD MALVERN FUNDS - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares 7
Efg Capital International Corp. 7
ZEMRX - AMERICAN BEACON FUNDS - American Beacon Ninety One Emerging Markets Equity Fund R6 Class 7
StrongBox Wealth, LLC 7
Nuveen Global Equity Income Fund 7
BLACKROCK FUNDS - iShares Short-Term TIPS Bond Index Fund Investor A 7
Chesapeake Partners Management Co Inc/md 7
FTGC - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Global Tactical Commodity Strategy Fund 7
Legg Mason Global Asset Management Variable Trust 7
Viewpoint Capital Management LLC 7
Global Frontier Investments LLC 7
Marks Wealth, LLC 7
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 7
Train Babcock Advisors Llc 7
APG Asset Management US Inc. 7
Consolidated Capital Management, Llc 7
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 7
Boston Mountain Money Management Inc 7
Perissos Private Wealth Management, LLC 7
Trellis Wealth Advisors LLC 7
Passumpsic Savings Bank 7
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 7
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 7
Western Asset Global Partners Income Fund Inc. 7
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 7
Western Asset Managed High Income Fund Inc. 7
Pacific View Asset Management, Llc 7
Guerra Pan Advisors, Llc 7
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 7
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 7
Marathon Capital Management 7
Silvia Mccoll Wealth Management, Llc 7
Moneda S.A. Administradora General de Fondos 7
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 7
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 7
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 7
Grisanti Capital Management LLC 7
Calvert Sage Fund 7
Nuveen Mortgage Opportunity Term Fund 7
Tenon Financial LLC 7
Sage Financial Management Group, Inc. 7
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 7
Northstar Capital Management Llc 7
Hyperion Capital Advisors LP 7
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 7
Platinum Management (NY) LLC 7
Managed High Yield Plus Fund Inc 7
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 7
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 7
Lakeshore Financial Planning, Inc. 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 7
First Trust Enhanced Equity Income Fund 7
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 7
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 7
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 7
Carl Stuart Investment Advisor, Inc 7
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 7
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 7
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 7
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 7
Timelo Investment Management Inc. 7
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 7
Promethos Capital, LLC 7
FPNIX - FPA FUNDS TRUST - FPA New Income Fund 7
Cash Trust Series Inc 7
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 7
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 7
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 7
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 7
Physician Wealth Solutions Inc. 7
Biegel & Waller Llc 7
ILF - iSHARES TRUST - iShares Latin America 40 ETF 7
Hart & Patterson Financial Group Llc 7
Skyline Advisors, Inc. 7
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 7
VanderPol Investments L.L.C. 7
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 7
PACIFIC SELECT FUND - International Growth Portfolio Class P 7
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 7
Private Wealth Strategies, L.L.C. 7
United States Steel & Carnegie Pension Fund 7
Processus Wealth & Capital Management, LLC 7
VCMDX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Commodity Strategy Fund Admiral Shares 7
Magnolia Wealth Management, LLC 7
Elessar Funds Investment Trust 7
Lyons Wealth Management, LLC. 7
HSOVX - HARBOR FUNDS - Harbor Small Cap Value Opportunities Fund Institutional Class 7
RELAX - FundX Investment Trust - FundX Conservative Upgrader Fund 7
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 7
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 7
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2035 Fund Class A 7
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 7
Samson Rock Capital LLP 7
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 7
Two Creeks Capital Management, LP 7
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 7
Eastover Investment Advisors LLC 7
Ssa Swiss Advisors Ag 7
John Hancock Current Interest 7
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 7
FMF - FIRST TRUST EXCHANGE-TRADED FUND V - First Trust Managed Futures Strategy Fund 7
Doubleline Income Solutions Fund 7
Atlantic Family Wealth, Llc 7
Wealth Forward, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Emerging Markets Equity Portfolio 7
Nepc Llc 7
Capital Management Associates, Inc 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 7
Barrington Strategic Wealth Management Group LLC 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2040 Fund Class A 7
Bennett Associates Wealth Management 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2030 Fund Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 7
Hall Private Wealth Advisors 7
CMAIX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Conservative Allocation Fund CLASS R5 7
HM Capital Management, LLC 7
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
AADAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Growth Allocation Fund Class A 7
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF 7
AMFQX - Investment Managers Series Trust - 361 Managed Futures Strategy Fund Investor Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 7
MAFIX - Rbb Fund, Inc. - Abbey Capital Multi Asset Fund Class I Shares 7
Financial Architects, LLC 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 7
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 7
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 7
Peirce Capital Management, LLC 7
Tandem Capital Management Corp /adv 7
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 7
Sentry LLC 7
Good Harbor Financial, LLC 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
Wynn Capital, LLC 7
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 7
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 7
CLERX - ADVISORONE FUNDS - CLS Growth and Income Fund Class N 7
Metropolitan Capital Advisors Inc 7
Power Wealth Management Llc 7
FSTZX - FIDELITY SALEM STREET TRUST - Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund 7
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 7
ULTRA SERIES FUND - International Stock Fund Class I 7
TCW ETF Trust - TCW Multisector Credit Income ETF 7
XRLX - FundX Investment Trust - FundX Conservative ETF 7
Trace Wealth Advisors, LLC 7
Rollins Financial Advisors, LLC 7
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 7
M. Kulyk & Associates, LLC 7
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 7
Bell & Brown Wealth Advisors, Llc 7
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 7
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 7
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 7
Centaur Capital Partners, L.P. 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 7
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 7
One Degree Advisors Inc 7
Pelham Capital Ltd. 7
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 7
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 7
Farrow Financial Inc. 7
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class 7
Anthracite Investment Company, Inc. 7
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 7
Hrc Wealth Management, Llc 7
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 7
Ndwm Llc 7
Acorn Creek Capital Llc 7
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 7
Bolthouse Investments, LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 7
LeClair Wealth Partners LLC 7
Whelan Financial 7
Yale University 7
Archon Partners LLC 7
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 7
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 7
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 7
Collar Capital Management, LLC 7
Wela Strategies, Inc. 7
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF 7
FVC - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Dynamic Focus 5 ETF 7
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 7
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 7
BetterWealth, LLC 7
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 7
Clearshares LLC 7
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 7
Eads & Heald Wealth Management 7
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 7
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 7
Cigogne Management Sa 7
SVOL - Simplify Exchange Traded Funds - Simplify Volatility Premium ETF 7
Massar Capital Management, LP 7
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 7
Stonehaven Wealth & Tax Solutions, Llc 7
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 7
Cooperman Leon G 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 7
Stokes Capital Advisors, LLC 7
Aware Super Pty Ltd as trustee of Aware Super 7
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 7
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 7
MayTech Global Investments, LLC 7
Agp Franklin, Llc 7
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 7
Holcombe Financial, Inc. 7
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 7
Rheos Capital Works Inc. 7
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 7
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 7
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 7
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 7
State Farm Mutual Automobile Insurance Co 7
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 7
ROPE - EA Series Trust - Coastal Compass 100 ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 7
Glenview Capital Management, Llc 7
Generation Capital Management LLC 7
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 7
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 7
MML SERIES INVESTMENT FUND - MML Global Fund Class I 7
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 7
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 7
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 7
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 7
Acuitas Investments, LLC 7
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 7
NUPAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Class A 7
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 7
Prudent Man Investment Management, Inc. 7
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 7
Joseph R. Weiss, Llc 7
Amplify Investments, Llc 7
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 7
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 7
Dinsmore Capital Management Co/nj 7
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 7
Compass Group Llc 7
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 7
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 7
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 7
Eaton Vance Municipal Bond Fund 7
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 7
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 7
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 7
TWOEX - TCW FUNDS INC - TCW White Oak Emerging Markets Equity Fund Class I 7
FIRS - Tidal Trust III - FIRE Funds(TM) Wealth Builder ETF 7
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 7
FNTEX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Finance Fund 7
Bay Capital Advisors, LLC 7
Prospect Financial Group LLC 7
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 7
Cladis Investment Advisory, LLC 7
Lowery Thomas, Llc 7
Schwab Charitable Fund 7
RMIAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Moderate Investor Shares 7
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 7
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 7
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 7
First Houston Capital, Inc. 7
SageGuard Financial Group, LLC 7
Moon Capital Management Lp 7
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 7
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 7
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 7
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
Buttonwood Financial Group, LLC 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 7
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 7
Prudential Variable Contract Account 11 7
Spartan Fund Management Inc. 7
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 7
EFFE - Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 7
Arrow Investments Trust - Arrow DWA Country Rotation ETF 7
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 7
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 7
DALT - Two Roads Shared Trust - Anfield Capital Diversified Alternatives ETF 7
Charles Carroll Financial Partners, LLC 7
Blackrock Cori Funds 7
DIVY - Tidal ETF Trust - Sound Equity Income ETF 7
Yukon Wealth Management, Inc. 7
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 7
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 7
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 7
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 7
PBTP - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta 0-5 Yr US TIPS ETF 7
Howard Capital Management 7
Croban 7
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 7
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 7
Patriot Financial Partners Iii, L.p. 7
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 7
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 7
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 7
Sensible Financial Planning & Management, LLC. 7
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 7
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 7
ABVAX - AB TRUST - AB Value Fund Class A 7
Novus Advisors, Llc 7
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 7
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 7
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 7
Share Andrew L. 7
Kelly Financial Group Llc 7
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 7
Bristol John W & Co Inc /ny/ 7
Coco Enterprises, LLC 7
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 7
BSCE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 USD Emerging Markets Debt ETF 7
Seven Bridges Advisors LLC 7
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 7
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 7
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 7
Hudson Value Partners, LLC 7
Ycg, Llc 7
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 7
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 7
LeConte Wealth Management, LLC 7
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 7
Impact Investors, Inc 7
Midwest Heritage Bank, FSB 7
Portland Financial Advisors Inc 7
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 7
Myriad Asset Management US LP 7
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 7
PMG Wealth Management, Inc. 7
Cyrus Capital Partners, L.p. 7
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 7
MACRO Consulting Group 7
ESDIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Select Fund Institutional Class 7
Newport Trust Co 7
Blockhouse Capital Management Lp 7
Ocean Capital Management, LLC 7
5T Wealth, LLC 7
JHL Capital Group LLC 7
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 7
Questar Asset Management, Inc. 7
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 7
Warwick Investment Management, Inc. 7
Howard Capital Management Group, LLC 7
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 7
140 Summer Partners LP 7
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 7
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class 7
Wellington Global Multi-Strategy Fund 7
JMCRX - James Advantage Funds - James Micro Cap Fund 7
Alua Capital Management LP 7
Longer Investments Inc. 7
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 7
Brickley Wealth Management 7
Total Wealth Planning & Management, Inc. 7
Summit Capital Management Llc 7
BostonPremier Wealth LLC 7
GVAL - Cambria ETF Trust - Cambria Global Value ETF 7
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 7
EQ ADVISORS TRUST - 1290 VT Low Volatility Global Equity Portfolio Class IB 7
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 7
Ab Government Exchange Reserves 7
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 7
Boit C F David 7
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 7
North Berkeley Wealth Management, LLC 7
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 7
Siena Capital Partners I, L.P. 7
Black River Asset Management LLC 7
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 7
Wealth Management Strategies, Inc. 7
Jones Road Capital Management, L.p. 7
Balter Liquid Alternatives, LLC 7
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 7
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 7
Searcy Financial Services Inc /adv 7
EFFIX - UNIFIED SERIES TRUST - Efficient Enhanced Multi-Asset Fund - Class I Shares 7
Hapanowicz & Associates Financial Services, Inc 7
Hc Financial Advisors, Inc. 7
Federated Mdt Large Cap Value Fund 7
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 7
Kensington Investment Counsel, LLC 7
APDOX - ARTISAN PARTNERS FUNDS INC - Artisan Emerging Markets Debt Opportunities Fund Advisor Shares 7
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 7
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 7
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 7
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 7
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 7
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 7
River & Mercantile Llc 7
SNGVX - Sit U S Government Securities Fund Inc - Sit U S Government Securities Fund Inc 7
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 7
Boulegeris Investments, Inc. 7
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 7
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 7
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 7
Five Pine Wealth Management 7
Antipodean Advisors LLC 7
NorthLanding Financial Partners, LLC 7
Orca Wealth Management, LLC 7
OneAscent Investment Solutions LLC 7
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 7
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 7
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 7
Yarbrough Capital, LLC 7
Stapp Wealth Management, Pllc 7
Jacksonville Wealth Management, LLC 7
MA Private Wealth 7
TABR Capital Management, LLC 7
Oskie Capital Management, Llc 7
Resource Consulting Group Inc 7
Omni Partners Llp 7
NAVAX - Northern Lights Fund Trust - Navigator Equity Hedged Fund Class A Shares 7
Cazenove Capital Management Ltd 7
American Beacon Advisors, Inc. 7
Enzi Wealth 7
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 7
Marshall Financial Group Inc /adv 7
Telemus Investment Management, LLC 7
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 7
Founders Grove Wealth Partners, Llc 7
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 7
Lau Associates Llc 7
TradeWell Securities, LLC. 7
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 7
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 7
Dale Q Rice Investment Management Ltd 7
SHTIX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Duration Inflation Protected Fund Class A2 7
Hofer & Associates. Inc 7
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 7
Swedbank 7
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 7
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 7
Timucuan Asset Management Inc/fl 7
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 7
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 7
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 7
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 7
ALM First Financial Advisors, LLC 7
SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund 7
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 7
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 7
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 7
Fort Pitt Capital Group Inc 7
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 7
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 7
Wise Wealth Partners 7
Disciplined Growth Investors Inc /mn 7
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 7
Compass Financial Group, Inc. 7
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 7
Hitchwood Capital Management LP 7
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 7
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 7
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 7
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 7
Covalent Partners LLC 7
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 7
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 7
Phraction Management LLC 7
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 7
Mainsail Financial Group, LLC 7
AJ Advisors, LLC 7
PayPay Securities Corp 7
Epacria Capital Partners, Llc 7
AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A 7
Tilson Financial Group, Inc. 7
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 7
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 7
Rpo Llc 7
Liberty All Star Growth Fund Inc. 7
Madison Strategic Sector Premium Fund 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 7
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 7
Klk Capital Management Llc 7
ABEMX - Aberdeen Funds - Aberdeen Emerging Markets Fund Institutional Class 7
Herr Investment Group LLC 7
Wood Asset Management Inc 7
Usca All Terrain Fund 7
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 7
GMSAX - GOLDMAN SACHS TRUST - Goldman Sachs Managed Futures Strategy Fund Class A 7
Oldfather Financial Services, LLC 7
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 7
Lawson Kroeker Investment Management Inc/ne 7
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 7
NIXT - EA Series Trust - Research Affiliates Deletions ETF 7
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 7
Keystone Investors Pte Ltd 7
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 7
Heritage Wealth Architects, Inc. 7
VAVAX - VALIC Co I - Value Fund 7
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 7
Stadium Capital Management Llc 7
Banyan Capital Management, Inc. 7
Fieldpoint Private Advisors, Inc 7
Adirondack Research & Management Inc. 7
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 7
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 7
TEZIX - MUTUAL FUND SERIES TRUST - Catalyst/Teza Algorithmic Allocation Income Fund Class I 7
Stralem & Co Inc 7
Lauterbach Financial Advisors, LLC 7
CPATX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Income Fund Class A Shares 7
Mount Vernon Associates Inc /md/ 7
Cannon Wealth Management Services, LLC 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 7
VLCCX - VALIC Co I - Large Cap Core Fund 7
Limestone Value Partners, LLC 7
XNAV - FundX Investment Trust - FundX Aggressive ETF 7
Tejara Capital Ltd 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs High Quality Floating Rate Fund Service 7
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 7
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 7
MFSMX - MFS MUNICIPAL SERIES TRUST - MFS Maryland Municipal Bond Fund A 7
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 7
Gw Capital Inc 7
Rudman Errol M 7
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 7
Altus Wealth Management, LLC 7
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 7
Beckerman Institutional, LLC 7
Icm Asset Management Inc/wa 7
Flow State Investments, L.P. 7
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 7
Cornerstone Capital, Inc. 7
Triune Financial Partners, LLC 7
Beaconlight Capital, Llc 7
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Diversified Fixed Income Portfolio Institutional Class 7
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 7
Wimmer Associates 1, Llc 7
Rain Capital Management, LLC 7
Old North State Wealth Management, LLC 7
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 7
1248 Management, LLC 7
Templeton & Phillips Capital Management, LLC 7
Axecap Investments, LLC 7
Alpha Quant Advisors, Llc 7
CHB Investment Group, LLC 7
Canal Insurance CO 7
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 7
Edmond De Rothschild (monaco) 7
Summit Place Financial Advisors, LLC 7
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 7
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 7
UGSDX - US GLOBAL INVESTORS FUNDS - U.S. Government Securities Ultra-Short Bond Fund 7
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 7
HXIIX - ADVISORS' INNER CIRCLE FUND - Harvest Asian Bond Fund Institutional Shares 7
Old Republic International Corp 7
Privium Fund Management B.V. 7
SCP Investment, LP 7
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 7
Kapstone Financial Advisors LLC 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
Mfs Institutional Money Market Portfolio, A Series Of The Mfs Series Trust Xiv 7
Blackrock Income Trust, Inc. 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 7
CGMFX - CGM TRUST - CGM Focus Fund 7
Evelyn Partners Investment Management Services Ltd 7
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 7
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 7
Alight Capital Management LP 7
Tandem Wealth Advisors LLC 7
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 7
Bernicke Wealth Management, Ltd. 7
Humankind Investments LLC 7
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF 7
Aft, Forsyth & Sober, LLC 7
Dixon Fnancial Services, Inc. 7
Midwestern Financial, LLC /IA 7
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 6
BlackRock Private Investments Fund 6
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 6
Dsm Capital Partners Llc 6
Kennicott Capital Management Llc 6
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 6
New Age Alpha Trust - AVDR US LargeCap ESG ETF 6
New Age Alpha Trust - AVDR US LargeCap Leading ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
PANTHERA INVESTMENT GmbH 6
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 6
Campion Asset Management LLC 6
Alden Global Capital Ltd 6
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares 6
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 6
Partner Investment Management, L.P. 6
GRRIX - SARATOGA ADVANTAGE TRUST - James Alpha Macro Portfolio Class I Shares 6
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 6
Chubb Ltd 6
CMG Global Holdings, LLC 6
Three Cord True Wealth Management, LLC 6
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 6
Income Research & Management 6
Brian Low Financial Group, Llc 6
Pacholder High Yield Fund Inc 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
Bodri Capital Management, LLC 6
Rollins Financial 6
Kkr Income Opportunities Fund 6
FAAR - FIRST TRUST EXCHANGE-TRADED FUND VII - First Trust Alternative Absolute Return Strategy ETF 6
FV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Focus 5 ETF 6
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 6
Key Colony Management, LLC 6
Investment Management Associates Inc /adv 6
Geier Asset Management, Inc. 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 6
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 6
RTAI - Collaborative Investment Series Trust - RAREVIEW TAX ADVANTAGED INCOME ETF 6
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 6
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 6
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares 6
Aspireon Wealth Advisors 6
Nuveen Municipal Value Fund Inc 6
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
Cincinnati Specialty Underwriters Insurance CO 6
SJA Financial Advisory, LLC 6
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 6
Amitell Capital Pte Ltd 6
Ghisallo Capital Management LLC 6
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 6
Quaker Capital Investments, LLC 6
Varde Management, L.P. 6
TAM Capital Management Inc. 6
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF 6
KADENSA CAPITAL Ltd 6
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 6
Equity Investment Corp/ga 6
Mcdonald Capital Investors Inc/ca 6
Theleme Partners LLP 6
Retirement Design & Management Inc /adv 6
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 6
McGinn Investment Management, Inc. 6
Barings Funds Trust - Barings Emerging Markets Debt Blended Total Return Fund Class C Shares 6
Westchester Capital Management, Inc. 6
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Government & High Quality Bond Account f/k/a Mortgage Securities Account Government & High Quality Bond Account Class 1 6
GMOBX - GMO TRUST - GMO Asset Allocation Bond Fund Class III 6
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 6
Wiser Wealth Management, Inc 6
Texas Bank & Trust Co 6
Southern Farm Bureau Life Insurance 6
Treybourne Wealth Planners, Inc. 6
Sitrin Capital Management LLC 6
Oppenheimer Rising Dividends Fund 6
Alleghany Corp /de 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 6
Garrison Bradford & Associates Inc 6
Ironvine Capital Partners, LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 6
Trevor Stewart Burton & Jacobsen Inc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 6
ULTRA SERIES FUND - Large Cap Value Fund Class I 6
Appleton Group, Llc 6
Thompson Rubinstein Investment Management Inc /or/ 6
Keyvantage Wealth, Llc 6
Blackrock Investment Quality Municipal Trust Inc. 6
Bearing Point Capital, Llc 6
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 6
EEIDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Emerging Markets Debt Fund Class I 6
Defined Financial Planning LLC 6
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 6
Martin Worley Group 6
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 6
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 6
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 6
NBZ Investment Advisors LLC 6
Tikehau Investment Management 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 6
Ashler Capital Llc 6
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 6
Twele Capital Management, Inc. 6
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 6
Moon Capital Management, LLC 6
Jacobs & Co/ca 6
RLTAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Aggressive Investor Shares 6
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 6
Kennondale Capital Management LLC 6
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 6
HHDTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS SHARES 6
Grosvenor Holdings, L.l.c. 6
HMV Wealth Advisors, LLC 6
Pioneer Emerging Markets Fund 6
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 6
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 6
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 6
Deutsche Multi-market Income Trust 6
Progeny 3, Inc. 6
Exeter Financial, LLC 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
Pillar Financial Advisors, LLC 6
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 6
Taikang Asset Management (Hong Kong) Co Ltd 6
DJE Kapital AG 6
Purkiss Capital Advisors LLC 6
FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 6
ADG Wealth Management Group, LLC 6
Generali Investments Towarzystwo Funduszy Inwestycyjnych 6
Fidelity Phillips Street Trust 6
Deutsche Strategic Income Trust 6
DMKC Advisory Services, LLC 6
Red Crane Wealth Management, Llc 6
Fidelity Revere Street Trust 6
Titan Capital Management, LLC /CA 6
VERITY Wealth Advisors 6
Joel Adams & Associates, Inc. 6
Uptown Financial Advisors LLC 6
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 6
Gantzert Investment Co Llc /adv 6
Oppenheimer Emerging Markets Local Debt Fund 6
CFC Planning Co LLC 6
Ridgeline Wealth Planning, LLC 6
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 6
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 6
Rik Saylor Financial, Inc. 6
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 6
McHugh Group, LLC 6
Moulton Wealth Management, Inc 6
Elwood & Goetz Wealth Advisory Group, LLC 6
GEN Financial Management, INC. 6
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 6
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 6
LifePlan Investment Advisors, Inc. 6
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 6
Capstone Wealth Management, LLC 6
Centerstone Investors, LLC 6
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 6
HM Treasury 6
Hamlin Capital Management, LLC 6
Blackrock Muniyield Fund, Inc. 6
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 6
CR Intrinsic Investors, LLC 6
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 6
Stone Point Capital Llc 6
Hikari Tsushin, Inc. 6
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 6
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 6
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 6
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 6
3G Capital Partners LP 6
Nokomis Capital, L.L.C. 6
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 6
FT Vest Hedged Equity Income Fund: Series A2 6
Ayrshire Capital Management LLC 6
Lpwm Llc 6
FT Vest Total Return Income Fund: Series A2 6
Alydar Partners Llc 6
Royce Global Value Trust, Inc. 6
B&l Asset Management Llc 6
Point Break Capital Management, LLC 6
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 6
Parian Global Management LP 6
Cannon Advisors, Inc. 6
Antara Capital LP 6
Yardley Wealth Management LLC 6
Ally Invest Advisors Inc. 6
Parkwoods Wealth Partners, LLC 6
Canandaigua National Trust Co of Florida 6
Chronos Wealth Management, LLC 6
Winslow Capital Management, LLC 6
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 6
Sycomore Asset Management 6
Fidelity Newbury Street Trust 6
Private Advisors, LLC 6
National Investment Services of America, LLC 6
Hahn Capital Management Llc 6
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 6
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 6
BlackRock ETF Trust - BlackRock Enhanced Short-Term Bond ETF 6
Saddle Road Partners, LLC 6
D1 Capital Partners L.P. 6
Absher Wealth Management, Llc 6
Wildcat Capital Management, LLC 6
Jet Capital Investors L P 6
NCP Inc. 6
Aperture Investors, LLC 6
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 6
Cohanzick Management, Llc 6
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 6
GG Group Ventures, LLC 6
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 6
Tygh Capital Management, Inc. 6
Freestate Advisors LLC 6
TL Private Wealth 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 6
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 6
Mirabaud Asset Management Ltd 6
Optifour Integrated Wealth Management, Llc 6
Mirae Asset Securities (usa) Inc. 6
Leslie Global Wealth, LLC 6
Greenhaven Associates Inc 6
Genoa Capital Gestora de Recursos Ltda. 6
Julex Capital Management, Llc 6
Mills Wealth Advisors LLC 6
Hutchinson Financial Advisors, INC 6
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 6
Mizuho Markets Cayman LP 6
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 6
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 6
Fidgeon Timothy F 6
Pimco New York Municipal Income Fund 6
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 6
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 6
Pimco New York Municipal Income Fund Ii 6
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 6
Strategic Financial Planning, Inc. 6
Oak Root LLC 6
Hilltop Park Associates LLC 6
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 6
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 6
NexWave Capital Partners LLC 6
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 6
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 6
FIFGX - FIDELITY OXFORD STREET TRUST - Fidelity SAI Inflation-Focused Fund 6
Geneva Capital Management Llc 6
Oneamerica Funds Inc 6
Jasper Ridge Partners, L.P. 6
Prairie Wealth Advisors, Inc. 6
Patriot Financial Partners II, L.P. 6
Aberdeen Wealth Management LLC 6
QMN - IndexIQ ETF Trust - IQ Hedge Market Neutral Tracker ETF 6
Putnam Voyager Fund 6
Fidelity Colchester Street Trust 6
Councilmark Asset Management, LLC 6
V2 Financial group LLC 6
Mittelman Wealth Management 6
Berry Group, Llc 6
JHBMX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Bond Completion Portfolio 6
Allium Financial Advisors, Llc 6
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 6
Eaton Vance High Income 2021 Target Term Trust 6
Federated Core Trust Ii 6
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 6
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 6
THTA - Tidal ETF Trust - SoFi Enhanced Yield ETF 6
Client First Investment Management LLC 6
Ariston Services Group 6
COMMERCE FUNDS - The MidCap Value Fund Shares 6
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 6
BHF RG Capital Inc. 6
Transamerica Income Shares, Inc. 6
Pyrrho Capital Management, LP 6
Lonestar Capital Management LLC 6
Taurus Asset Management, Llc 6
USTVX - Series Portfolios Trust - Verity U.S. Treasury Fund Investor Class 6
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 6
Taylor Asset Management Inc 6
Burford Brothers, Inc. 6
BlackBarn Capital Partners LP 6
Samsung Asset Management (New York), Inc. 6
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 6
SilverOak Wealth Management LLC 6
Nuveen Equity Premium Opportunity Fund 6
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 6
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 6
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 6
CLSAX - ADVISORONE FUNDS - CLS Global Diversified Equity Fund Class N 6
Williamson Legacy Group, LLC 6
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 6
First Trust Dynamic Europe Equity Income Fund 6
ROI Financial Advisors, LLC 6
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 6
Charter Capital Management, LLC\DE 6
Putnam Europe Equity Fund 6
EMDAX - PRUDENTIAL WORLD FUND, INC. - PGIM Emerging Markets Debt Local Currency Fund Class A 6
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 6
Clear Rock Advisors, LLC 6
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 6
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 6
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 6
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 6
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 6
Pennant Capital Management, LLC 6
Independence Financial Advisors, LLC 6
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 6
Partnership Wealth Management, LLC 6
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 6
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 6
Patrick M Sweeney & Associates, Inc 6
JDSTX - John Hancock Funds II - Diversified Strategies Fund Class A 6
ABS Direct Equity Fund LLC 6
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 6
Solutions 4 Wealth, Ltd 6
Monument Group Wealth Advisors, LLC 6
Significant Wealth Partners LLC 6
Cedar Point Capital Partners, LLC 6
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 6
Wealth Advisors, Inc. 6
Bristol Gate Capital Partners Inc. 6
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 6
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 6
WDTE - Tidal Trust II - Defiance S&P 500 Enhanced Options Income ETF 6
IWMY - Tidal Trust II - Defiance R2000 Enhanced Options Income ETF 6
QQQY - Tidal Trust II - Defiance Nasdaq 100 Enhanced Options Income ETF 6
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 6
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 6
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 6
Thornmark Asset Management Inc. 6
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 6
Springowl Associates Llc 6
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 6
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 6
LCR - LEUTHOLD FUNDS INC - Leuthold Core ETF 6
Signal Tree Financial Partners Llc 6
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 6
JPMO - Tidal Trust II - YieldMax JPM Option Income Strategy ETF 6
AMDY - Tidal Trust II - YieldMax AMD Option Income Strategy ETF 6
CONY - Tidal Trust II - YieldMax COIN Option Income Strategy ETF 6
NFLY - Tidal Trust II - YieldMax NFLX Option Income Strategy ETF 6
Simonbaker & Partners Llc 6
MSFO - Tidal Trust II - YieldMax MSFT Option Income Strategy ETF 6
XOMO - Tidal Trust II - YieldMax XOM Option Income Strategy ETF 6
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 6
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 6
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 6
Reik & Co., Llc 6
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 6
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 6
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 6
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 6
Park West Asset Management LLC 6
Nuveen High Income December 2018 Target Term Fund 6
MWA Asset Management 6
ROE - EA Series Trust - Astoria US Quality Kings ETF 6
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 6
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 6
AVGV - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets Value ETF 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
Madison Scottsdale, LC 6
Emerging Sovereign Group Llc 6
Bandera Partners LLC 6
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 6
GOOY - Tidal Trust II - YieldMax GOOGL Option Income Strategy ETF 6
NVDY - Tidal Trust II - YieldMax NVDA Option Income Strategy ETF 6
FBY - Tidal Trust II - YieldMax META Option Income Strategy ETF 6
AMZY - Tidal Trust II - YieldMax AMZN Option Income Strategy ETF 6
Claren Road Asset Management, LLC 6
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 6
Frontier Capital Management Co Llc 6
Meru Capital Group, LP 6
DCRE - DoubleLine ETF Trust - DoubleLine Commercial Real Estate ETF 6
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 6
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A 6
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 6
European Equity Fund, Inc / Md 6
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 6
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 6
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 6
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 6
Griffin Institutional Access Credit Fund 6
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 6
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 6
GMUN - Goldman Sachs ETF Trust - Goldman Sachs Community Municipal Bond ETF 6
FUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Floating Income ETF 6
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 6
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 6
Altiora Financial Group, LLC 6
CALFX - CUTLER TRUST - Cutler Fixed Income Fund 6
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 6
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 6
Dividend Builder Portfolio 6
Source Capital Inc /de/ 6
APLY - Tidal Trust II - YieldMax AAPL Option Income Strategy ETF 6
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 6
DKRT Investments Corp. 6
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 6
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 6
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 6
WTSTX - WisdomTree Digital Trust - WisdomTree 7-10 Year Treasury Digital Fund N/A 6
Blackrock Muniyield Investment Quality Fund 6
Blackrock Muniyield Quality Fund Iii, Inc. 6
GMEZX - GuideStone Funds - Impact Equity Fund Investor 6
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 6
Sabby Management, Llc 6
Blackrock Municipal Income Investment Trust 6
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 6
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 6
Lauer Wealth, LLC 6
Pinnacle West Asset Management, Inc. 6
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 6
Eaton Vance Municipal Income 2028 Term Trust 6
Strata Wealth Advisors, LLC 6
Putnam Investors Fund 6
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 6
GVO Asset Management Ltd 6
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 6
BDKAX - Investment Managers Series Trust - Braddock Multi-Strategy Income Fund Class A Shares 6
Foresight Global Investors, Inc. 6
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 6
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 6
Nuveen Short Duration Credit Opportunities Fund 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 6
TSLY - Tidal Trust II - YieldMax TSLA Option Income Strategy ETF 6
Renaissance Investment Group LLC 6
OARK - Tidal Trust II - YieldMax Innovation Option Income Strategy ETF 6
Cacti Asset Management Llc 6
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 6
RK Capital Management, LLC 6
Rutabaga Capital Management Llc/ma 6
Two Roads Shared Trust - Hypatia Women CEO ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Inflation-Protected Securities Portfolio - Institutional Class 6
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 6
Socha Financial Group, LLC 6
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 6
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 6
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 6
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 6
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 6
Wellesley Asset Management 6
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 6
WELLINGTON TRUST Co N A 6
Blackrock Municipal Income Investment Quality Trust 6
MSDMX - MORGAN STANLEY INSTITUTIONAL FUND INC - Sustainable Emerging Markets Portfolio Class R6 6
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 6
Ics Opportunities, Ltd. 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
Piper Jaffray Companies 6
Blackrock Muniholdings Investment Quality Fund 6
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 6
Chapman Investment Management, LLC 6
Sterling Group Wealth Management, LLC 6
USCCX - USAA MUTUAL FUNDS TRUST - Cornerstone Conservative Fund 6
Talbot Financial, LLC 6
Edgewood Management Llc 6
Redwood Capital Management, Llc 6
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 6
RCGE - EA Series Trust - RockCreek Global Equality ETF 6
Terrapin Asset Management, LLC 6
Oak Hill Wealth Advisors, Llc 6
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 6
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 6
FS Series Trust - FS Real Asset Fund Class A 6
Master Money Llc 6
Valpey Financial Services, LLC 6
Dudley Capital Management, Llc 6
FengHe Fund Management Pte. Ltd. 6
Creegan & Nassoura Financial Group, LLC 6
Clifford Group, LLC 6
First Citizens Asset Management, Inc. 6
Arbor Capital Management Llc 6
RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares 6
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - VIT Inflation-Protected Securities Portfolio Institutional Class 6
INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF 6
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 6
PM CAPITAL Ltd 6
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 6
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 6
Financial & Tax Architects, LLC 6
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 6
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 6
Hoplite Capital Management, L.p. 6
Compass Financial Group, INC/SD 6
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 6
Palo Alto Wealth Advisors, Llc 6
Regimen Wealth, Llc 6
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y 6
Serengeti Asset Management LP 6
Bloom Tree Partners, Llc 6
PPM Funds - PPM Large Cap Value Fund (Inst) 6
FRORX - Franklin Tax Free Trust - Franklin Oregon Tax-free Income Fund Class A1 6
AFS Financial Group, LLC 6
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 6
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 6
BloombergSen Inc. 6
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 6
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 6
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 6
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 6
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 6
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 6
Arizona PSPRS Trust 6
Halsey Associates Inc/ct 6
HLXCX - HARDING LOEVNER FUNDS INC - Emerging Markets ex China Portfolio Institutional Class 6
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 6
EPIQ Capital Group, LLC 6
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 6
Virtus Family Office LLC 6
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 6
Hicks Capital Management Llc 6
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 6
WWTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Wisconsin Tax-Free Fund Class C 6
UTWO - RBB FUND, INC. - US Treasury 2 Year Note ETF 6
UTEN - RBB FUND, INC. - US Treasury 10 Year Note ETF 6
FHQFX - FIDELITY HEREFORD STREET TRUST - Fidelity Series Treasury Bill Index Fund 6
Trustco Bank Corp N Y 6
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 6
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 6
Aspetuck Financial Management LLC 6
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 6
MSF Capital, LLC 6
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 6
Trellis Advisors, LLC 6
RKEMX - Gallery Trust - ROTHKO EMERGING MARKETS EQUITY FUND Rothko Emerging Markets Equity Fund 6
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 6
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 6
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 6
EQ ADVISORS TRUST - 1290 VT Energy Portfolio Class K 6
MPEMX - Gallery Trust - MONDRIAN EMERGING MARKETS VALUE EQUITY FUND 6
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 6
Forum Private Client Group LLC 6
CGBAX - City National Rochdale Funds - City National Rochdale Government Bond Fund - Class N 6
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 6
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF 6
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 6
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 6
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 6
Bbif Money Fund 6
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 6
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 6
FIRST TRUST EXCHANGE-TRADED FUND IV - (AW-NOT OFFERED) First Trust High Income Strategic Focus ETF 6
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 6
Holowesko Partners Ltd. 6
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class 6
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 6
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 6
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 6
F&V Capital Management, LLC 6
Kingsbury Capital Investment Advisors LLC 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 6
SS&H Financial Advisors, Inc. 6
Sarissa Consulting Llc 6
Lanham O'Dell & Company, Inc. 6
EARRX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Short Duration Inflation-Protected Income Fund Class A 6
Chesapeake Asset Management Llc 6
Lyon Street Capital, LLC 6
Slate Path Capital LP 6
Aldebaran Capital, Llc 6
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 6
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 6
Milestone Asset Management Group, LLC 6
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 6
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 6
Trust & Fiduciary Management Services Inc 6
Santa Monica Partners Lp 6
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF 6
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 6
Bif Money Fund 6
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 6
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 6
Elevation Series Trust - The Opal International Dividend Income ETF 6
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 6
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 6
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 6
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 6
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 6
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 6
Richelieu Gestion PLC 6
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 6
DHK Financial Advisors, Inc. 6
Board of Trustees of The Leland Stanford Junior University 6
FSIPX - FIDELITY SALEM STREET TRUST - Fidelity Series Inflation-Protected Bond Index Fund 6
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 6
KOKUSAI Asset Management Co., Ltd. 6
FBUIX - FIDELITY SALEM STREET TRUST - Fidelity Flex Inflation-Protected Bond Index Fund 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
VAMGX - VALIC Co II - Mid Cap Growth Fund 6
Guardian Point Capital, Lp 6
Franklin, Parlapiano, Turner & Welch, LLC 6
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 6
Paradice Investment Management LLC 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 6
Wealthsimple Inc. 6
Genesis Asset Managers, LLP 6
Tactical Allocation Group LLC 6
Dg Capital Management Inc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 6
OCIO - ETF Series Solutions - ClearShares OCIO ETF 6
Rainier Family Wealth Inc 6
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 6
VBB - Valkyrie ETF Trust II - Valkyrie Balance Sheet Opportunities ETF 6
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 6
RK Capital Management, LLC/FL 6
QDIBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans 6
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 6
QDVBX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans 6
Pembroke Management, LTD 6
Northroad Capital Management Llc 6
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 6
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 6
Cincinnati Casualty Co 6
Perkins Capital Management Inc 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 6
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 6
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 6
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 6
Wall Capital Group, Inc. 6
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 6
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 6
BGEZX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets ex China Fund Class K 6
Rs Crum Inc. 6
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 6
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 6
Chancellor Financial Group WB LP 6
PKO Investment Management Joint-Stock Co 6
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 6
Saber Capital Managment, LLC 6
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 6
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 6
Royal Capital Wealth Management, LLC 6
Lountzis Asset Management, Llc 6
HMXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Premium Opportunity Fund Class A 6
Cider Mill Investments LP 6
Alamea Verwaltungs GmbH 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
Vantis Investment Advisers L.P. 6
CTC Capital Management, LLC 6
Chescapmanager LLC 6
Sandia Investment Management LP 6
Provident Trust Co 6
Winslow Asset Management Inc 6
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 6
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 6
China Universal Asset Management Co., Ltd. 6
Blackrock Municipal Income Trust 6
Kellett Schaffner Wealth Advisors LLC 6
Intrinsic Value Partners, LLC 6
Fondren Management LP 6
Boulder Hill Capital Management Lp 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Difesa Capital Management, Lp 6
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 6
Capitol Family Office, Inc. 6
MFWVX - MFS MUNICIPAL SERIES TRUST - MFS West Virginia Municipal Bond Fund A 6
Enhancing Capital LLC 6
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 6
Kingstown Capital Management L.p. 6
Sovereign Investment Advisors, LLC 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 6
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 6
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 6
Weybosset Research & Management Llc 6
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 6
Lee Capital Management LP 6
Steel Canyon Capital, LLC 6
Bowie Capital Management, LLC 6
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 6
Advent/claymore Enhanced Growth & Income Fund 6
DB Fitzpatrick & Co, Inc 6
Context Capital Management, LLC 6
Minneapolis Portfolio Management Group, LLC 6
Darrow Company, Inc. 6
Eaton Vance Tax-managed Diversified Equity Income Fund 6
Strategic Investment Management, Llc 6
Aster Investment Management Co Inc 6
Psg Capital Management Trust 6
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
Highlander Partners, L.P. 6
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 6
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3 6
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
YYY - Amplify ETF Trust - Amplify High Income ETF 6
ShankerValleau Wealth Advisors, Inc. 6
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A 6
Briggs Advisory Group, Inc. 6
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 6
Buttonwood Financial Advisors Inc. 6
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 6
University Of Notre Dame Du Lac 6
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 6
Bromfield Sneider Wealth Advisors 6
JHVIX - John Hancock Funds II - International Value Fund Class NAV 6
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 6
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 6
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 6
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A 6
Sandell Asset Management Corp 6
Challenger Wealth Management 6
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 6
Putney Financial Group LLC 6
Fullen Financial Group 6
Fisher Funds Management LTD 6
Vickerman Investment Advisors, Inc. 6
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 6
Thornburg Income Builder Opportunities Trust 6
Marathon Asset Mgmt Ltd 6
Porter White Investment Advisors, Inc. 6
Strong Tower Advisory Services 6
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 6
Fidelity Money Market Trust 6
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 6
Asset Management Advisors, LLC 6
FOMO - Collaborative Investment Series Trust - FOMO ETF 6
IAFPX - Voya VARIABLE PORTFOLIOS INC - Voya FTSE 100 Index(R) Portfolio Class ADV 6
Western Asset Diversified Income Fund 6
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 6
Oaktree Fund Advisors, LLC 6
Fourth Sail Capital LP 6
Hutner Capital Management Inc 6
Cowen Prime Advisors LLC 6
Thiel Macro LLC 6
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 6
VVSGX - VALIC Co I - Small Cap Growth Fund 6
VIOPX - VALIC Co I - International Opportunities Fund 6
Miura Global Management, LLC 6
VHYLX - VALIC Co I - High Yield Bond Fund 6
Zevenbergen Capital Investments Llc 6
Lilley & Co 6
Levitt Capital Management LLC 6
Oppenheimer Master International Value Fund, Llc 6
Ota Llc 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 6
Foresters Asset Management Inc. 6
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 6
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 5
Marshfield Associates 5
Heritage Investment Group, Inc. 5
St. Louis Financial Planners Asset Management, LLC 5
CRSH - Tidal Trust II - YieldMaxTM Short TSLA Option Income Strategy ETF 5
SNOY - Tidal Trust II - YieldMax SNOW Option Income Strategy ETF 5
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 5
GDXY - Tidal Trust II - YieldMax Gold Miners Option Income Strategy ETF 5
Bennett Selby Investments Lp 5
MSTY - Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF 5
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 5
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 5
Ausbil Investment Management Ltd 5
Wealth CMT 5
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 5
Athena Global Investors LLC 5
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 5
Tidal Trust II - YieldMax ABNB Option Income Strategy ETF 5
Hassell Wealth Management, LLC 5
Donald Smith & Co., Inc. 5
Retirement Investment Advisors, Inc. 5
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 5
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 5
Aspen Capital Management, LLC 5
Blackrock Health Sciences Trust 5
Villanova Investment Management Co LLC 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 5
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 5
H2o Am Llp 5
UCEQX - USAA MUTUAL FUNDS TRUST - Cornerstone Equity Fund 5
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Blackrock Science & Technology Trust 5
Cambridge Associates Llc /ma/ /adv 5
Gladstone Capital Management LLP 5
Inherent Group, Lp 5
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 5
Riverstone Advisors, LLC 5
Special Opportunities Fund, Inc. 5
IPSAX - WP Trust - IPS Strategic Capital Absolute Return Fund Institutional Class Shares 5
Berry Street Capital Management LLP 5
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares 5
Lewis Capital Management, Llc 5
ICW Investment Advisors LLC 5
MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A 5
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 5
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 5
Weatherbie Capital, Llc 5
Maiden Cove Capital, LLC 5
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF 5
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 5
Matthew 25 Management Corp 5
KHYB - Krane Shares Trust - KraneShares CCBS China Corporate High Yield Bond USD Index ETF 5
PPM Funds - PPM Mid Cap Value Fund (Inst) 5
Taylor Hoffman Capital Management LLC 5
Pennington Partners & Co., Llc 5
HTG Investment Advisors, Inc. 5
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 5
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 5
FrontFour Capital Group LLC 5
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 5
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 5
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 5
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 5
Rareview Capital LLC 5
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 5
Shum Financial Group, Inc. 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 5
PENN SERIES FUNDS INC - Large Cap Value Fund 5
Washington Growth Strategies Llc 5
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 5
Boyd Wealth Management, LLC 5
My Purposeful Wealth Corp. 5
Oppenheimer Series Fund 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 5
GPIFX - GPS Funds II - GuidePath(R) Flexible Income Allocation Fund Service Shares 5
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 5
PFM Asset Management LLC 5
Ncm Capital Management Group Inc 5
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 5
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 5
BCPAX - Datum One Series Trust - BRANDES CORE PLUS FIXED INCOME FUND Class A 5
BEMCX - Datum One Series Trust - BRANDES EMERGING MARKETS VALUE FUND Class C 5
Forge First Asset Management Inc. 5
Bmo Lgm Frontier Markets Equity Fund 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
Act Two Investors Llc 5
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 5
DoubleLine Yield Opportunities Fund 5
Aberdeen Funds - Aberdeen Income Builder Fund Class A 5
Hixon Zuercher, LLC 5
EMEQ - Macquarie ETF Trust - Macquarie Focused Emerging Markets Equity ETF 5
CPA Asset Management LLC 5
Palmer Knight Co 5
Ccm Investment Group, Llc 5
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 5
Raging Capital Management, LLC 5
Sigma Investment Management Co 5
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 5
Public Investment Fund 5
Kearns & Associates LLC 5
Von Berge Wealth Management Group, LLC 5
LCR - Managed Portfolio Series - Leuthold Core ETF 5
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 5
STONE RIDGE TRUST - Stone Ridge 2057 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2058 Inflation-Protected Longevity Income ETF 5
Cambridge Financial Group, Inc. 5
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 5
STONE RIDGE TRUST - Stone Ridge 2055 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2050 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2048 Inflation-Protected Longevity Income ETF 5
Dumac, Inc. 5
GBFAX - VanEck Funds - Emerging Markets Fund Class A 5
STONE RIDGE TRUST - Stone Ridge 2048 Longevity Income ETF 5
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 5
STONE RIDGE TRUST - Stone Ridge 2060 Inflation-Protected Longevity Income ETF 5
Crocodile Capital Partners GmbH 5
STONE RIDGE TRUST - Stone Ridge 2056 Inflation-Protected Longevity Income ETF 5
Sterling Investment Management, Inc. 5
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 5
STONE RIDGE TRUST - Stone Ridge 2054 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2052 Inflation-Protected Longevity Income ETF 5
Forefront Wealth Management Inc. 5
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 5
STONE RIDGE TRUST - Stone Ridge 2049 Inflation-Protected Longevity Income ETF 5
STONE RIDGE TRUST - Stone Ridge 2053 Inflation-Protected Longevity Income ETF 5
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 5
Schear Investment Advisers, LLC 5
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 5
Crystal Rock Capital Management 5
MMKT - Texas Capital Funds Trust - Texas Capital Government Money Market ETF 5
Cincinnati Financial Corp 5
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 5
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5
Bronte Capital Management Pty Ltd. 5
Country Fund Management 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
MY Wealth Management Inc. 5
InView Investment Management LLC 5
GOLY - Strategy Shares - Strategy Shares Gold-Hedged Bond ETF 5
Horiko Capital Management Llc 5
Franklin Universal Trust 5
UST - PROSHARES TRUST - ProShares Ultra 7-10 Year Treasury 5
Tidal Trust II - YieldMax(TM) SMCI Option Income Strategy ETF 5
Samson Capital Advisors LLC 5
Ami Asset Management Corp 5
YQQQ - Tidal Trust II - YieldMaxTM Short N100 Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) TSM Option Income Strategy ETF 5
Tidal Trust II - YieldMax(TM) PLTR Option Income Strategy ETF 5
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 5
Invesco Senior Income Trust 5
EMWIX - Investment Managers Series Trust II - The Diplomat Fund 5
Asset Planning Corporation 5
Lion Point Capital, LP 5
Tidal Trust II - YieldMax(TM) BABA Option Income Strategy ETF 5
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 5
Emerge ETF Trust - Emerge EMPWR Sustainable Emerging Markets Equity ETF 5
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF 5
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 5
AAIFX - 360 Funds - Timber Point Alternative Income Fund Investor Class Shares 5
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 5
Deutsche Global High Income Fund, Inc. 5
Vancity Investment Management Ltd 5
Vazirani Asset Management LLC 5
Oasis Management Co Ltd. 5
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 5
Oak Hill Capital Management, Llc 5
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 5
Kieckhefer Group Llc 5
Panning Capital Management, LP 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jul (I) Class 3 5
DRIPX - MP63 FUND INC - MP63 Fund 5
JSMFX - JANUS INVESTMENT FUND - Janus Henderson Sustainable Multi-Asset Allocation Fund Class D 5
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 5
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 5
Cvfg Llc 5
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 5
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 5
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 5
Nuveen New York Amt-free Quality Municipal Income Fund 5
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 5
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 5
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 5
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 5
Private Harbour Investment Management & Counsel, LLC 5
Bmt Investment Funds 5
Cresta Advisors, Ltd. 5
Lighthouse Wealth Management Inc. 5
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 5
BankPlus Wealth Management LLC 5
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 5
FSGVX - Federated Hermes Short-Term Government Trust - Federated Hermes Short-Term Government Fund Institutional Shares 5
IDUB - ETF Series Solutions - International Drawdown Managed Equity ETF 5
Invesco Dynamic Credit Opportunities Fund 5
Southport Management, L.l.c. 5
WMTCX - WELLS FARGO FUNDS TRUST - Wells Fargo Minnesota Tax-Free Fund Class C 5
Gf Fund Management Co. Ltd. 5
LifeGuide Financial Advisors, LLC 5
Paul R. Ried Financial Group, LLC 5
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 5
DWFI - SPDR SERIES TRUST - SPDR Dorsey Wright Fixed Income Allocation ETF 5
MACEX - Legg Mason Global Asset Management Trust - Martin Currie Emerging Markets Fund Class A 5
Westwood Management Corp /il/ 5
Community Bank of Raymore 5
Global Alpha Capital Management Ltd. 5
Elliott Investment Management L.P. 5
Bizma Investimentos Ltda 5
Fiduciary Financial Services Of The Southwest Inc /tx 5
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 5
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 5
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 5
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 5
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 5
Kraft Asset Management, Llc 5
FORM Wealth Advisors, LLC 5
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 5
Titan Global Capital Management Usa Llc 5
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 5
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 5
Oppenheimer Global High Yield Fund 5
Invesco Senior Loan Fund 5
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
Oppenheimer Institutional Government Money Market Fund 5
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 5
Cherrydale Wealth Management, Llc 5
TYPHX - Starboard Investment Trust - Typhon Tactical Managed Futures Strategy Fund 5
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 5
Kagan Cocozza Asset Management 5
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 5
SZEAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Emerging Markets Fixed Income Fund Class A 5
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 5
FLUK - Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF 5
Oppenheimer Global Fund 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 5
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 5
Elm3 Financial Group, LLC 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
Mirsky Financial Management Corp. 5
Pioneer Trust Bank N A/or 5
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (I) Class 3 5
Emerson Wealth Management, LLC 5
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 5
Aurelius Family Office LLC 5
Birch Run Capital Advisors, LP 5
Trevian Wealth Management LLC 5
Bonfire Financial 5
Westport Advisers Llc 5
Nuveen Intermediate Duration Quality Municipal Term Fund 5
Fortress Financial Solutions, LLC 5
Astoria Strategic Wealth, Inc. 5
Constitution Capital LLC 5
Napier Park Global Capital (US) LP 5
Infini Capital Management Ltd 5
WWEMX - ADVISORS' INNER CIRCLE FUND - Westwood Emerging Markets Fund Institutional Class Shares 5
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
Compton Financial Group, LLC 5
Tamar Securities, LLC 5
Retirement Planning Group, Llc / Ny 5
Starr International Co Inc 5
FFEM - FIDELITY COVINGTON TRUST - Fidelity Fundamental Emerging Markets ETF 5
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
Granby Capital Management, LLC 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
PUREfi Wealth, LLC 5
George Kaiser Family Foundation 5
PCEF - Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
North Dallas Bank & Trust Co 5
Syntax Advisors, Llc 5
AltraVue Capital, LLC 5
APHEX - ARTISAN PARTNERS FUNDS INC - Artisan Sustainable Emerging Markets Fund Institutional Shares 5
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF 5
Golden Bell Financial Planning LLC 5
EPIBX - Investment Managers Series Trust - EuroPac International Bond Fund Class A 5
Weinberger Asset Management, Inc 5
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 5
Christian Investment Advisors, Inc. 5
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 5
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 5
K2 Financial Inc. 5
Advocate Group Llc 5
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 5
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 5
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 5
Luminus Management Llc 5
Momentum Advisors, LLC 5
Lakeshore Capital, LLC 5
Argentarii, LLC 5
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 5
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 5
WCMEX - Investment Managers Series Trust - WCM Focused Emerging Markets Fund Institutional Class 5
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 5
Causeway Etmf Trust 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Jana Partners Llc 5
EUSM - Strategy Shares - Eventide US Market ETF 5
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 5
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares 5
Mallini Complete Financial Planning LLC 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
ESG Planning 5
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 5
Welch Investments, LLC 5
Locust Wood Capital Advisers, Llc 5
PIMCO Flexible Emerging Markets Income Fund 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (I) Class 3 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 5
MDNRX - MAINSTAY FUNDS TRUST - MainStay Defensive ETF Allocation Fund Class R3 5
AACQX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2035 Portfolio R6 Class 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 5
Advent Claymore Convertible Securities & Income Fund Ii 5
Pegasus Asset Management, Inc. 5
Boothe Investment Group, Inc. 5
Ramsay, Stattman, Vela & Price, Inc. 5
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Saiph Capital, LLC 5
EWU - iSHARES TRUST - iShares MSCI United Kingdom ETF 5
AVMUX - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income Fund Institutional Class 5
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Diversified Absolute Return Fund Class 1 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 5
AMAX - Starboard Investment Trust - RH Hedged Multi-Asset Income ETF 5
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 5
Profit Investment Management, LLC 5
Financially Speaking Inc 5
Permit Capital Advisors, LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 5
Athos Capital Ltd 5
Dempze Nancy E 5
Boyle Capital Management, LLC 5
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV 5
Asset Management Resources, LLC 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
HRS Investment Holdings, LLC 5
Mfp Investors Llc 5
Tripletail Wealth Management, LLC 5
AAEWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2030 Portfolio I Class 5
Mountain Hill Investment Partners Corp. 5
Sage Investment Advisers LLC 5
Maj Invest Holding A/S 5
AABKX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2025 Portfolio I Class 5
Potentia Wealth 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 5
Alley Investment Management Company, LLC 5
EFFI - Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF 5
Crossvault Capital Management LLC 5
Investment Partners Asset Management, Inc. 5
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 5
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 5
Lazard Freres Gestion S.A.S. 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
Morris Capital Advisors, LLC 5
Michael A. Dubis Financial Planning, LLC 5
EWP - iShares, Inc. - iShares MSCI Spain ETF 5
PFTSX - Northern Lights Fund Trust - PFG Tactical Income Strategy Fund Class R Shares 5
Q Global Advisors, LLC 5
Client First Capital LLC 5
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
Climber Capital SA 5
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 5
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 5
EWZ - iShares, Inc. - iShares MSCI Brazil ETF 5
Leith Wheeler Investment Counsel Ltd. 5
Blackrock Strategic Municipal Trust 5
MAPIX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA DIVIDEND FUND Investor Class Shares 5
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 5
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 5
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 5
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 5
JSRAX - JPMorgan Trust I - JPMorgan SmartRetirement Income Fund Class A 5
JACSX - JPMorgan Trust I - JPMorgan SmartRetirement Blend 2060 Fund Class I 5
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 5
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 5
Certior Financial Group, Llc 5
QAWSX - Ultimus Managers Trust - Q3 ALL-WEATHER SECTOR ROTATION FUND Investor Class 5
JMSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2045 Fund Class I 5
Straightline Group Llc 5
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
DUDE - Alpha Architect ETF Trust - Merlyn.AI SectorSurfer Momentum ETF 5
SRJAX - JPMorgan Trust I - JPMorgan SmartRetirement 2035 Fund Class A 5
Raptor Capital Management Lp 5
JAKAX - JPMorgan Trust I - JPMorgan SmartRetirement 2060 Fund Class A 5
Coury Firm Asset Management LLC 5
Tandem Investment Partners LLC 5
Vernier Capital Partners, Lp 5
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 5
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 5
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 5
Clientfirst Wealth Management, LLC 5
JFFAX - JPMorgan Trust I - JPMorgan SmartRetirement 2055 Fund Class A 5
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
JTTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2020 Fund Class A 5
LDRI - iSHARES TRUST - iShares iBonds 1-5 Year TIPS Ladder ETF 5
GEFAX - Northern Lights Fund Trust - CMG Mauldin Core Fund Class A Shares 5
Goldman Sachs Asset Management, L.p. 5
JNSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2025 Fund Class A 5
KDK Private Wealth Management, LLC 5
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 5
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 5
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 5
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 5
Numina Capital Management, LLC 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
LDRT - iSHARES TRUST - iShares iBonds 1-5 Year Treasury Ladder ETF 5
LDRH - iSHARES TRUST - iShares iBonds 1-5 Year High Yield and Income Ladder ETF 5
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 5
National Mutual Insurance Federation of Agricultural Cooperatives 5
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
Hartwell J M Limited Partnership 5
Guardian Financial Partners, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 5
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 5
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 5
Blackrock Muniyield Quality Fund Ii, Inc. 5
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
JPTBX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2055 Fund Class I 5
Thames Capital Management Llc 5
Clarity Capital KCPS Ltd. 5
Shelter Mutual Insurance Co 5
P-Solve Investments Ltd 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 5
Rinet Co LLC 5
Main Management ETF Advisors, LLC 5
jvl associates llc 5
Burling Wealth Partners, Llc 5
MOWNX - Northern Lights Fund Trust IV - Moerus Worldwide Value Fund Class N 5
JOBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2040 Fund Class I 5
Cleary Gull Inc. 5
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 5
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF 5
FT Vest Hedged Equity Income Fund: Series A3 5
JTSAX - JPMorgan Trust I - JPMorgan SmartRetirement 2050 Fund Class A 5
Wilkinson Global Asset Management LLC 5
SMTAX - JPMorgan Trust I - JPMorgan SmartRetirement 2040 Fund Class A 5
McAlister, Sweet & Associates, Inc. 5
JNEAX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2050 Fund Class I 5
Wisconsin Wealth Advisors, LLC 5
First Trust Bank, Ltd. 5
Cqs (us), Llc 5
BancFirst Trust & Investment Management 5
ELD - WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund N/A 5
Ivy High Income Opportunities Fund 5
Aquamarine Capital Management, LLC 5
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 5
Columbia Pacific Advisors, LLC 5
Access One Trust - ACCESS VP HIGH YIELD FUND 5
EMLC - VanEck Vectors ETF Trust - VanEck Vectors J.P. Morgan EM Local Currency Bond ETF 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 5
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 5
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 5
Makena Capital Management Llc 5
Lake Hills Wealth Management, LLC 5
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 5
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 5
Sar Wealth Management Group, Llc 5
Dodds Wealth, LLC 5
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 5
Mason Capital Management Llc 5
Cornerstone Select Advisors, LLC 5
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 5
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 5
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund 5
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 5
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 5
Olstein Funds 5
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 5
Yost Capital Management, L.L.C. 5
Breed's Hill Capital LLC 5
Ellsworth Growth & Income Fund Ltd 5
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 5
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 5
JSMAX - JPMorgan Trust I - JPMorgan SmartRetirement 2030 Fund Class A 5
HRAAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD GROWTH ALLOCATION FUND Class A 5
Swisher Financial Concepts, Inc. 5
TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I 5
TENOR CAPITAL MANAGEMENT Co., L.P. 5
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 5
Morgan Stanley Asia-pacific Fund, Inc. 5
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
Martin Currie Business Trust 5
TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I 5
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 5
IBTB - iSHARES TRUST - iShares iBonds Dec 2022 Term Treasury ETF 5
Bull Street Advisors, LLC 5
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 5
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 5
Motive Wealth Advisors 5
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 5
TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I 5
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 5
Financial Symmetry Inc 5
Boston Income Portfolio - Boston Income Portfolio 5
TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I 5
TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I 5
Soviero Asset Management, LP 5
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 5
TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I 5
Blackrock Long-term Municipal Advantage Trust 5
Silver Coast Investments LLC 5
Inspire Trust Co, N.a. 5
XMPT - VanEck Vectors ETF Trust - VanEck Vectors CEF Municipal Income ETF 5
Keyes, Stange & Wooten Wealth Management, LLC 5
Pantheon Investment Group, LLC 5
NUPIX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman U.S. Equity Index PutWrite Strategy Fund Institutional Class 5
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 5
J.P. Marvel Investment Advisors, LLC 5
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 5
Bridger Management, Llc 5
Guerra Advisors Inc 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
Avenue Mutual Funds Trust 5
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A 5
Edinburgh Partners Ltd 5
21 West Wealth Management LLC 5
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 5
EWC - iShares, Inc. - iShares MSCI Canada ETF 5
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 5
Cura Wealth Advisors, Llc 5
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 5
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 5
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 5
Birch Capital Management, LLC 5
ALAAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Income Allocation Fund Class A 5
TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities I2 5
Bancroft Fund Ltd 5
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 5
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 5
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 5
Unisphere Establishment 5
HBAAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD MODERATE ALLOCATION FUND Class A 5
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2025 Fund Class A 5
Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF 5
Invesco Private Capital, Inc. 5
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 5
Charles Stewart Mott Foundation 5
Oracle Alpha Inc. 5
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
HCVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CONSERVATIVE ALLOCATION FUND Class A 5
Atlas Principals, LLC 5
BINV - 2023 ETF Series Trust - Brandes International ETF 5
FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF 5
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 5
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I 5
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 5
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
PGIM Credit Income Fund 5
ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I 5
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 5
Genesis Investment Management, LLP 5
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 5
TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I 5
Sterling Capital Variable Insurance Funds 5
FTRAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart Retirement Income Fund CLASS A 5
Capstone Capital Wealth Advisors 5
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 5
Century Capital Management Trust 5
Harvey Investment Co Llc 5
Sherrill & Hutchins Financial Advisory, Inc 5
Towneley Capital Management, Inc / DE 5
Fire Capital Management LLC 5
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 5
Eaton Vance Enhanced Equity Income Fund 5
FT Vest Total Return Income Fund: Series A3 5
Daily Income Fund 5
Kirkoswald Asset Management LLC 5
BIP Alliance, LLC 5
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 5
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 5
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 5
abrdn Funds - abrdn Emerging Markets Dividend Active ETF 5
DISO - Tidal Trust II - YieldMax DIS Option Income Strategy ETF 5
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 5
Blackrock Munienhanced Fund, Inc. 5
XYZY - Tidal Trust II - YieldMax SQ Option Income Strategy ETF 5
Grassi Investment Management Llc 5
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 5
MRNY - Tidal Trust II - YieldMax MRNA Option Income Strategy ETF 5
Rainsberger Wealth Advisors, Inc. 5
PYPY - Tidal Trust II - YieldMax PYPL Option Income Strategy ETF 5
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 5
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 5
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 5
Alta Fundamental Advisers LLC 5
Stone Ridge Trust Iii 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
AIYY - Tidal Trust II - YieldMax AI Option Income Strategy ETF 5
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 5
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 5
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 5
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 5
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 5
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 5
Jwest, Llc 5
Eaton Vance Risk-managed Diversified Equity Income Fund 5
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 5
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 5
Cascade Wealth Advisors, Inc 5
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 5
Tax-exempt California Money Market Fund 5
Bouvel Investment Partners, LLC 5
CAUSX - SHELTON FUNDS - U.S. Government Securities Fund Direct Shares 5
Alley Co LLC 5
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
Sanibel Captiva Investment Advisers, Inc. 5
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 5
Columbia Capital Llc 5
Fort Dearborn Income Securities Inc 5
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 5
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 5
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 5
Strategic Global Income Fund Inc 5
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
Nova R Wealth, Inc. 5
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 5
BSN Capital Partners Ltd 5
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 5
Kondo Wealth Advisors, Inc. 5
Rye Brook Capital LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 5
Signify Wealth 5
Glass Wealth Management Co LLC 5
AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 5
Guardian Asset Advisors, LLC 5
Borer Denton & Associates, Inc. 5
Cobblestone Asset Management LLC 5
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 5
Touradji Capital Management, Lp 5
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 5
Bruni J V & Co /co 5
Financial Advisory Partners, Llc 5
Graham & Dodd Fund, Llc 5
WPINX - WP Trust - WP Income Plus Fund Institutional Class Shares 5
Ranger International Management, LP 5
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund 5
AAAOX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2020 Portfolio I Class 5
Adi Capital Management LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 5
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF - 5
CJM Wealth Advisers, Ltd. 5
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 5
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 5
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 5
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 5
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 5
New Mountain Vantage Advisers, L.l.c. 5
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 5
Hikari Power Ltd 5
SNTH - Tidal Trust III - MRP SynthEquity ETF 5
Bontempo Ohly Capital Mgmt Llc 5
Campbell Deegan Wealth Management, LLC 5
Lorber David A 5
PARUS FINANCE (UK) Ltd 5
Aegis Wealth Management LLC 5
Rench Wealth Management, Inc. 5
Blackstone Real Estate Income Master Fund 5
HOVLX - HOMESTEAD FUNDS INC - Value Fund 5
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 5
Regis Acquisition Inc. 5
E Fund Management (Hong Kong) Co., Ltd. 5
Dreyfus Institutional Reserves Funds 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
Davlin Philanthropic Funds 5
Wealthspan Partners, Llc 5
Delta Dental Plan of Michigan, Inc. 5
AF Advisors, Inc. 5
Hovde Eric D 5
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 5
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 5
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 5
Leonetti & Associates, LLC 5
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4 5
Certus Wealth Management, LLC 5
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 5
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
Dudley & Shanley, Inc. 5
Oppenheimer Equity Fund 5
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
Reliant Investment Partners, LLC 5
Mullooly Asset Management, Inc. 5
New South Capital Management Inc 5
AB CarVal Credit Opportunities Fund 5
STONE RIDGE TRUST - LIFEX Income Fund 1958F 5
Transparent Wealth Partners LLC 5
Sand Grove Capital Management LLP 5
STONE RIDGE TRUST - LIFEX Income Fund 1959F 5
L1 Capital Pty Ltd 5
Cooper Creek Partners Management Llc 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 5
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
STONE RIDGE TRUST - LIFEX Income Fund 1957F 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 5
Connective Capital Management, LLC 5
STONE RIDGE TRUST - LIFEX Income Fund 1955F 5
RWQ Financial Management Services, Inc. 5
Colony Family Offices, LLC 5
Wood Investment Counsel LLC 5
STONE RIDGE TRUST - LIFEX Income Fund 1951F 5
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 5
Prairie Sky Financial Group LLC 5
Seaport Global Advisors, LLC 5
5th Street Advisors, LLC 5
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 5
Silver Oak Advisory Group, Inc. 5
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 5
STONE RIDGE TRUST - LIFEX Income Fund 1954F 5
VPR Management LLC 5
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 5
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 5
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 5
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 5
S.a.c. Global Investors, Llp 5
STONE RIDGE TRUST - LIFEX Income Fund 1949F 5
STONE RIDGE TRUST - LIFEX Income Fund 1953F 5
STONE RIDGE TRUST - LIFEX Income Fund 1950F 5
Invictus Private Wealth, Llc 5
Union Investments & Development Ltd. 5
Large-cap Value Portfolio 5
Alterity Financial Group, LLC 5
Buckingham Capital Management Inc 5
Regents Of The University Of California 5
Forester Capital Management, LTD 5
Pacific Point Advisors, LLC 5
STONE RIDGE TRUST - LIFEX Income Fund 1956F 5
Claremont Financial Group, Inc. 5
STONE RIDGE TRUST - LIFEX Income Fund 1948F 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
Advanced Series Trust - Ast Mid-cap Growth Portfolio 5
Legal Advantage Investments, Inc. 5
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 5
STONE RIDGE TRUST - LIFEX Income Fund 1952F 5
QSPMX - Advisors Preferred Trust - Quantified Pattern Recognition Fund Investor Class Shares 5
Blackrock Muniyield Investment Fund 5
QEVOX - Advisors Preferred Trust - Quantified Evolution Plus Fund Investor Class Shares 5
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class 5
William Allan, Llc 5
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 5
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 5
Marketocracy Funds 5
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R 5
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 5
Rex Capital Advisors, LLC 5
NewGen Asset Management Ltd 5
Blue Oak Capital, LLC 5
TEMSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Fund Retirement Class 5
YBIT - Tidal Trust II - YieldMaxTM Bitcoin Option Income Strategy ETF 5
Alphinity Investment Management Pty Ltd 5
III Capital Management 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
Ffg Retirement Advisors Llc 5
Noble Family Wealth, LLC 5
Elser Financial Planning, Inc 5
Stanley Capital Management, LLC 5
Eley Financial Management, Inc 5
Sagace Wealth Management LLC 5
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 5
North Run Capital, Lp 5
Jdc-jsc L.p. 5
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I 5
JMG Financial Group, Ltd. 5
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 5
MAVF - EA Series Trust - Matrix Advisors Value ETF 5
STBF - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Short Term Bond ETF 5
TSP Capital Management Group, LLC 5
SAL Trading, LLC 5
USOY - Tidal Trust II - Defiance Oil Enhanced Options Income ETF 5
Torray Llc 5
Cortland Associates Inc/mo 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
Pacific Asset Management LLC 5
Herbst Group, Llc 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 5
LKEQX - LKCM Funds - LKCM Equity Fund 5
LALT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Strategy Alternative ETF 5
Generate Investment Management Ltd 5
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 5
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 5
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 5
Silverback Asset Management Llc 5
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 5
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 5
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 5
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 5
Quaker Capital Management Corp 5
Voya Government Money Market Portfolio 5
Boyar Asset Management Inc. 5
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 5
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 5
BBGVX - Sterling Capital Funds - Sterling Capital Intermediate Us Government Fund Institutional Class 5
Integrity Investment Advisors, LLC 5
Selz Capital LLC 5
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 5
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 5
RMR Capital Management, LLC 5
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 5
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 5
St. James Investment Company, LLC 5
Wilson & Boucher Capital Management, LLC 5
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 5
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 5
NexPoint Credit Strategies Fund 5
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 5
CGIB - Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) Share class 5
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 5
Wilkinson Ogrady & Co Inc /ny 5
Oppenheimer Main Street All Cap Fund 5
CALEX - CUTLER TRUST - Cutler Equity Fund 5
VGI Partners Ltd 5
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 5
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 5
Tortoise Capital Advisors, L.l.c. 5
FT Vest Total Return Income Fund: Series A4 5
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 5
O'Brien Greene & Co. Inc 5
INC - VanEck ETF Trust - VanEck Dynamic High Income ETF 5
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 5
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 5
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 5
Oppenheimer Rochester California Municipal Fund 5
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 5
MONTX - MONETTA TRUST - Monetta Fund 5
Synergy Financial Group, LTD 5
ADPV - Series Portfolios Trust - Adaptiv Select ETF 5
Jacob Asset Management Of New York Llc 5
Brightwater Advisory LLC 5
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 5
Dock Street Asset Management Inc 5
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 5
Kiltearn Partners LLP 5
ACR Alpine Capital Research, LLC 5
FT Vest Hedged Equity Income Fund: Series A4 5
Eaton Vance National Municipal Opportunities Trust 5
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 5
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 5
Requisite Energy Fund I Lp 5
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 5
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 5
Morgan Jess S & Co Inc 5
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 5
RECAX - RBC FUNDS TRUST - RBC Emerging Markets ex-China Equity Fund Class A 5
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 5
COIDX - IDX Funds - IDX Commodity Opportunities Fund Institutional Class Shares 5
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 5
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 5
AWH Capital, L.P. 5
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Oct (I) Class 3 5
Absolute Investment Advisers Llc 5
Bankers Trust Co Of South Dakota 5
Commonwealth Opportunity Capital Gp Llc 5
John Hancock Multi Asset Credit Fund 5
Principal Real Estate Income Fund 5
Edmond De Rothschild Asset Management (luxembourg) 5
ICCIX - NORTHERN LIGHTS FUND TRUST II - Dynamic International Opportunity Fund Class I 5
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 5
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 5
Blackhill Capital Inc 5
Armstrong Shaw Associates Inc/ct 5
BOSS - Global X Funds - Global X Founder-Run Companies ETF 5
Caerus Investment Advisors, LLC 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
Biechele Royce Advisors 5
STXI - EA Series Trust - Strive International Developed Markets ETF 5
QISRX - Pear Tree Funds - Pear Tree Polaris International Opportunities Fund R6 Shares 5
Private Capital Advisors, Inc. 5
Builder Investment Group Inc /adv 5
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 5
Coronation Asset Management (Pty) Ltd. 5
Cinque Partners Llc 5
FIAT - Tidal Trust II - YieldMaxTM Short COIN Option Income Strategy ETF 5
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 5
FT Vest Hedged Equity Income Fund: Series B1 5
FT Vest Total Return Income Fund: Series B1 5
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 5
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 5
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 5
EXUS - Macquarie ETF Trust - Macquarie Focused International Core ETF 5
Stonebridge Wealth Management, LLC 4
Putnam Global Natural Resources Fund 4
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 4
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 4
FRN - Invesco Exchange-Traded Fund Trust II - Invesco Frontier Markets ETF 4
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 4
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 4
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 4
Windhaven Investment Management, Inc. 4
UEPIX - Profunds - Europe 30 Profund Investor Class 4
Osher Van de Voorde Investment Management 4
Acadia Trust Na 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
Mason Hill Advisors Llc 4
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 4
Peg Capital Management Inc /nh/ 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 4
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 4
Tirschwell & Loewy Inc 4
Summit Creek Advisors LLC 4
William Harris Investors Inc 4
WFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Asia Pacific Fund Class A 4
Baugh & Associates, LLC 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N 4
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 4
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund 4
VISEX - VALIC Co II - International Opportunities Fund 4
JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV 4
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
MFLX - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Municipal CEF Income Opportunity ETF 4
GQETX - GMO TRUST - GMO Quality Fund Class III 4
AGT - iSHARES TRUST - iShares MSCI Argentina and Global Exposure ETF 4
Wl Ross & Co Llc 4
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 4
Trinity Street Asset Management LLP 4
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 4
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 4
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 4
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 4
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 4
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 4
EWJ - iShares, Inc. - iShares MSCI Japan ETF 4
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 4
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 4
P.R. Herzig & Co. Inc. 4
Foundation Resource Management Inc 4
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 4
BSAE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 USD Emerging Markets Debt ETF 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Garland Capital Management Inc 4
Bonness Enterprises Inc 4
GOVI - Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF 4
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 4
Packer & Co Ltd 4
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 4
Weitz Investment Management, Inc. 4
Global Strategic Management Inc 4
Penn Davis Mcfarland Inc 4
Fcm Investments/tx 4
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A 4
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 4
EMFM - Global X Funds - Global X MSCI Next Emerging & Frontier ETF 4
ARGT - Global X Funds - Global X MSCI Argentina ETF 4
Future You Wealth Llc 4
Pavion Blue Capital, LLC 4
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 4
RiverPark Advisors, LLC 4
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 4
Bracebridge Capital, LLC 4
Talkot Capital, LLC 4
Bennicas & Associates, Inc. 4
Truefg, Llc 4
Daniel Devine & Co 4
Nationwide Asset Management LLC 4
LEMB - iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF 4
Consulta Ltd 4
Investment Counsel Inc. 4
DVYA - iShares, Inc. - iShares Asia/Pacific Dividend ETF 4
Strategic Point Investment Advisors, LLC 4
Ariose Capital Management Ltd 4
Jeereddi Investments, LP 4
Long Road Investment Counsel, LLC 4
FT Options LLC 4
FOURPOINTS Investment Managers, S.A.S. 4
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 4
Shanda Payment Holdings Ltd. 4
Affinia Financial Group, Llc 4
Stewart Asset Management, LLC 4
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 4
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 4
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 4
PYELX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Local Bond Fund (Investor Class) 4
Tarsadia Capital, LLC 4
Jetstream Capital LLC 4
Ks Management Corp 4
Parus Finance SA 4
DPEMX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio DPT CLASS 4
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 4
Moller Financial Services 4
Somerset Capital Management LLP 4
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 4
Smh Capital Advisors Inc 4
Rovida Advisors Inc. 4
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 4
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 4
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 4
FIOBX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Opportunities Bond Fund Class A 4
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 4
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 4
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 4
MAAX - VanEck Vectors ETF Trust - VanEck Vectors Municipal Allocation ETF 4
Hansberger Growth Investors, Lp 4
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares 4
TNXIX - 1290 Funds - 1290 Retirement 2060 Fund Class I 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 4
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
HOTFX - FundX Investment Trust - FundX Aggressive Upgrader Fund 4
FUNDX - FundX Investment Trust - FundX Upgrader Fund 4
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 4
Broadmark Asset Management Llc 4
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 4
Yg Partners, Llc 4
FBR & Co. 4
Wealthsimple US, Ltd. 4
Southern Wealth Management, LLP 4
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 4
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
POGSX - Oak Associates Funds - Pin Oak Equity Fund 4
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 4
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
Nicollet Investment Management, Inc. 4
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 4
CSFOX - FORUM FUNDS II - Caravan Frontier Markets Opportunities Fund Supra Institutional Shares 4
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 4
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 4
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 4
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 4
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets VIT Fund Class I Shares 4
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 4
PBSAX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-2 4
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund 4
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 4
ICNCX - ICON FUNDS - ICON Fund Class C 4
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 4
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I 4
Prudence Asset Management Ltd 4
Marque Millennium Capital Management Lcc 4
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 4
HGI Capital Management, LLC 4
Blueprint Financial Advisors LLC 4
SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares 4
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 4
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 4
AMFIX - ASSET MANAGEMENT FUND - AAMA Income Fund 4
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 4
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 4
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 4
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 4
DCMEX - FundVantage Trust - DuPont Capital Emerging Markets Fund Class I 4
EICVX - FundVantage Trust - EIC Value Fund Class A 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
Huntington Steele LLC 4
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 4
NWXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Emerging Markets Debt Fund Class A 4
Tyrian Investments, L.P. 4
Bright Rock Capital Management, Llc 4
Axonic Funds - Axonic Strategic Income Fund Class I Shares 4
Seek First Inc. 4
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 4
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares 4
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 4
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 4
Bellevue Group AG 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 4
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 4
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 4
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 4
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 4
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 4
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 4
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 4
Shelter Ins Retirement Plan 4
Focused Investors LLC 4
12th Street Asset Management Company, LLC 4
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 4
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 4
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 4
Windward Capital Management Co /ca 4
Conatus Capital Management LP 4
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 4
FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares 4
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 4
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 4
Wedgewood Partners Inc 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
Bluestem Financial Advisors, Llc 4
SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 4
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 4
Timberline Asset Management LLC 4
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 4
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 4
Echo Point Investment Management, LLC 4
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
Woodburn R Robert Jr 4
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 4
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 4
Wright Private Asset Management 4
ZGBR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive United Kingdom ETF 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3 4
Bourne Lent Asset Management Inc 4
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 4
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 4
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund 4
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 4
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 4
Morgan Creek Series Trust 4
Excelsia, Inc. 4
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 4
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class 4
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 4
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 4
CCLA Investment Management Ltd 4
HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I 4
EMS Capital LP 4
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 4
Rhenman & Partners Asset Management AB 4
Profunds - Profund Vp Europe 30 4
Daniels&Tansey,LLP 4
CRTBX - PFS FUNDS - Conquer Risk Tactical Rotation Fund 4
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 4
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 4
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 4
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I 4
Emerging Global Advisors, LLC 4
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 4
Thrax Management, LLC 4
Codex Capital, L.L.C. 4
SkyTop Capital Management LLC 4
DSSMX - DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selective State Municipal Bond Portfolio Institutional Class 4
Edmond De Rothschild Private Merchant Banking Llp 4
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 4
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 4
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A 4
ADFI - Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF 4
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 4
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 4
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares 4
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 4
Newman & Schimel, LLC 4
IEVIX - LAZARD FUNDS INC - Lazard International Equity Value Portfolio Institutional Shares 4
RCEMX - Rimrock Funds Trust - Rimrock Emerging Markets Corporate Credit Fund 4
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 4
Windward Private Wealth Management Inc. 4
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 4
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 4
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 4
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 4
ULTRA SERIES FUND - Moderate Allocation Fund Class I 4
ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I 4
Garnet Equity Capital Holdings, Inc. 4
ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I 4
ULTRA SERIES FUND - Conservative Allocation Fund Class I 4
Hendley & Co Inc 4
Tairen Capital Ltd 4
Unison Asset Management LLC 4
Glendon Capital Management LP 4
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 4
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 4
Greenhouse Wealth Management, LLC 4
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 4
Billings Capital Management, Llc 4
Connolly Sarah T. 4
Veritas Asset Management LLP 4
Infini Master Fund 4
Rempart Asset Management Inc. 4
Taylor, Cottrill LLC 4
AAFCPAs Wealth Management, LLC 4
Eliot Finkel Investment Counsel, LLC 4
Smithwood Advisers, L.P. 4
EXNTX - MANNING & NAPIER FUND, INC. - New York Tax Exempt Series Class A 4
Seneca Capital Investments, L.p. 4
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
Simplify Asset Management Inc. 4
BCK Partners, Inc. 4
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 4
Wealthgate Family Office, LLC 4
ICDBX - IVY FUNDS - Ivy Pzena International Value Fund Class B 4
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 4
CSU Producer Resources, Inc. 4
Ascendant Capital Management, LLC 4
Morgan Stanley Select Dimensions Investment Series 4
Capital Planning LLC 4
Socorro Asset Management LP 4
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 4
HCBSX - Hc Capital Trust - The Intermediate Term Municipal Bond Ii Portfolio Hc Strategic Shares 4
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 4
HCPBX - HC CAPITAL TRUST - The Inflation Protected Securities Portfolio HC Strategic Shares 4
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 4
DXGE - WisdomTree Trust - WisdomTree Germany Hedged Equity Fund N/A 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
STONE RIDGE TRUST - LifeX 2035 Term Income ETF 4
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 4
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 4
Mufg Securities (canada), Ltd. 4
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 4
FBZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Brazil AlphaDEX Fund 4
DALI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright DALI 1 ETF 4
Cascabel Management LP 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
Pacific Wealth Management 4
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 4
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 4
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 4
FLKR - Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 4
Mosaic Advisors LLC 4
Parker Investment Management, LLC 4
Fiduciary Asset Management Llc 4
Northwestern Mutual Life Insurance Co 4
White River Investment Partners, LLC 4
Kendall Square Capital, LLC 4
PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional 4
Qs Legg Mason Global Asset Allocation, Llc 4
Davidson Kempner Capital Management LLC 4
ADAR Investment Management LP 4
Boussard & Gavaudan Asset Management LP 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
Artha Capital Management, Inc. 4
EEMGX - MFS SERIES TRUST VII - MFS Emerging Markets Equity Research Fund R4 4
AAAFX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2015 Portfolio Investor Class 4
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 4
Lebenthal Wealth Advisors, LLC 4
PIMCO FUNDS - PIMCO Municipal Portfolio 4
Amida Capital Management II, LLC 4
Laurus Investment Counsel Inc. 4
Whitcomb & Hess, Inc. 4
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 4
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 4
BankCap Equity Fund, LLC 4
CGOV Asset Management 4
CNO Financial Group, Inc. 4
Oakhurst Advisors,LLC 4
QGITX - Advisors Preferred Trust - Quantified Government Income Tactical Fund Investor Class Shares 4
Atw Spac Management Llc 4
Sante Capital Fund, LP 4
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 4
Dryden Capital, LLC 4
OEQIX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class I 4
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 4
MCRDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA CREDIT OPPORTUNITIES FUND Investor Class Shares 4
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB 4
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 4
blooom, inc. 4
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 4
IBTL - iSHARES TRUST - iShares iBonds Dec 2031 Term Treasury ETF 4
BTCFX - PROFUNDS - Bitcoin Strategy ProFund Investor Class 4
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 4
Roberts Wealth Advisors, LLC 4
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 4
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 4
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
BCEMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact Emerging Markets Fund 4
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 4
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 4
CNRYX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Glen Point Capital LLP 4
Cabot-Wellington, LLC 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 4
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 4
Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A 4
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 4
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I 4
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 4
JHMB - John Hancock Exchange-Traded Fund Trust - John Hancock Mortgage-Backed Securities ETF 4
Taylor & Morgan Wealth Management, LLC 4
Linker Capital Management Inc. 4
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 4
Heirloom Wealth Management 4
PWRAX - Northern Lights Fund Trust - Power Income Fund Class A 4
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 4
Barbara Oil Co. 4
QERIX - AQR Funds - AQR Emerging Relaxed Constraint Equity Fund Class I 4
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 4
OLIO Financial Planning 4
Gabalex Capital Management LLC 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Keene & Associates, Inc. 4
ARK Investment Management LLC 4
Flower City Capital 4
Sanoor Capital Management LP 4
Oribel Capital Management, LP 4
Lloyd Park, LLC 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
Custos Family Office, LLC 4
Hartree Partners, LP 4
Academy Capital Management Inc/tx 4
SWM Advisors 4
Paralel Advisors LLC 4
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class 4
CALIFORNIA FIRST LEASING Corp 4
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 4
SIG North Trading, ULC 4
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 4
Financial Planners of Cleveland, Inc. 4
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 4
22nw, Lp 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
Florence Capital Advisors, LLC 4
Bishop Rock Capital, L.P. 4
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund 4
Planning Center, Inc. 4
Metatron Capital SICAV plc 4
Upper Left Wealth Management, LLC 4
Stuyvesant Capital Management 4
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 4
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 4
Carmel Capital Management L.L.C. 4
Forbes Financial Planning, Inc. 4
Roger Wittlin Investment Advisory, LLC 4
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 4
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 4
Pinnacle Wealth Management, LLC 4
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 4
Alexander Randolph Advisory Inc 4
Pacific Heights Asset Management Llc 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 4
Acorns Advisers, LLC 4
BXEIX - MassMutual Advantage Funds - MassMutual Emerging Markets Debt Blended Total Return Fund Class I 4
Lakeside Advisors, INC. 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Meixler Investment Management, Ltd. 4
Hazelview Securities Inc. 4
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 4
Northern Lights Fund Trust - PFG Janus Henderson(R) Balanced Strategy Class R Shares 4
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 4
Blankinship & Foster, LLC 4
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 4
DFIP - Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 4
Erickson Financial Group, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 4
Towle & Co 4
Atlas Financial Advisors, Inc. 4
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 4
Northern Cross, LLC 4
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 4
Connors Funds - Connors Hedged Equity Fund Institutional Class 4
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 4
SVXFX - Smead Funds Trust - Smead International Value Fund Class I1 4
Walter Public Investments Inc. 4
Integrity Advisory, LLC 4
Fairpointe Capital LLC 4
Blackrock Muniholdings Quality Fund, Inc. 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 4
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A 4
Sofi Wealth, Llc 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 4
Castle Creek Capital Partners VIII, LP 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 4
AGGH - Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF 4
Cruiser Capital Advisors, Llc 4
HGC Investment Management Inc. 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Finer Wealth Management, Inc. 4
Scheer, Rowlett & Associates Investment Management Ltd. 4
ROCI - EA Series Trust - ROC ETF 4
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 4
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 4
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 4
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 4
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 4
Kemper Corp Master Retirement Trust 4
WATWX - WANGER ADVISORS TRUST - Wanger Select 4
ARTKX - ARTISAN PARTNERS FUNDS INC - Artisan International Value Fund Investor Shares 4
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
Steben Alternative Investment Funds 4
PSTEX - Managed Portfolio Series - Principal Street Short Term Municipal Fund Investor Class 4
Grand Jean Capital Management Inc 4
Ramsey Asset Management 4
Bredin Investment Llc 4
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB 4
Montchanin Asset Management, Llc 4
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 4
EQ ADVISORS TRUST - All Asset Growth-Alt 20 Portfolio Class IA 4
Gfs Private Wealth, Llc 4
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 4
IBTM - iSHARES TRUST - iShares iBonds Dec 2032 Term Treasury ETF 4
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 4
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR 4
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 4
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 4
BUFQ - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Local Multi-Sector Account Portfolio 4
EKVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Pennsylvania Tax-Free Fund Class A 4
David Kennon Inc 4
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 4
Troluce Capital Advisors LLC 4
Saybrook Capital /nc 4
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 4
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 4
SIVSX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - STATE STREET INTERNATIONAL VALUE SPOTLIGHT FUND Class K 4
HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
Valentine Ventures Llc 4
FTNYX - Voyageur Mutual Funds - Delaware Tax-free New York Fund Class A 4
Appaloosa Management Lp 4
Para Advisors Llc 4
Crescent Sterling, Ltd. 4
Contrarian Capital Management, L.l.c. 4
FinDec Wealth Services, Inc. 4
Bennett Lawrence Management L L C/ny 4
SRTGX - SMA RELATIONSHIP TRUST - Series G 4
Systrade AG 4
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 4
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 4
South Street Advisors LLC 4
Great Waters Wealth Management 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
Arcadia Wealth Management, LLC 4
Riverview Capital Advisers, LLC 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
WealthSpring Partners, LLC 4
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 4
Marmo Financial Group, LLC 4
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares 4
Lwmg, Llc 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
WS Portfolio Advisory, LLC 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
XCOR - FundX Investment Trust - FundX ETF 4
Hawkeye Capital Management, LLC 4
Parker Financial LLC 4
Bain Capital Public Equity, LP 4
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 4
Voya Senior Income Fund 4
Valtura Capital Partners LLC 4
AGF Investments America Inc. 4
Stonebridge Advisors Llc 4
Putnam Global Utilities Fund 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 4
WTCOX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Colorado Tax Free Fund -Retail Class 4
CPII - AMERICAN BEACON SELECT FUNDS - American Beacon Ionic Inflation Protection ETF 4
WCMWX - Investment Managers Series Trust - WCM Focused Emerging Markets ex China Fund Institutional Class 4
Blackrock Muniholdings New York Quality Fund, Inc. 4
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 4
QFVOX - Pear Tree Funds - Pear Tree Polaris Foreign Value Fund Ordinary Shares 4
Blackrock Municipal Income Quality Trust 4
Popular Income Plus Fund, Inc. - Popular Income Plus Fund Class C Shares 4
PIMCO Flexible Real Estate Income Fund 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
Oppenheimer Government Money Market Fund 4
Oppenheimer Government Cash Reserves 4
JAIUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Conservative Portfolio NAV 4
JAIVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Moderate Portfolio NAV 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
JAIZX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Growth Portfolio NAV 4
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 4
Luts & Greenleigh Group, Inc 4
STXE - EA Series Trust - Strive Emerging Markets Ex-China ETF 4
JAIYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Managed Volatility Balanced Portfolio NAV 4
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 4
Financial Designs Corp 4
QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF 4
Vanderbilt University 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 4
Polygon Management Ltd. 4
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 4
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 4
Blackrock Municipal 2030 Target Term Trust 4
Blackrock Taxable Municipal Bond Trust 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
Blackrock Muniholdings Quality Fund Ii, Inc. 4
Harvest Investment Advisors, LLC 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
Blackrock Muniyield New York Quality Fund, Inc. 4
Ab Fixed Income Shares Inc 4
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 4
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 4
Abrams Capital Management, L.p. 4
Advanced Series Trust - Ast Mfs Global Equity Portfolio 4
BIGB - Listed Funds Trust - Roundhill Big Bank ETF Roundhill BIG Bank ETF 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
Dreyfus Treasury & Agency Cash Management 4
PRB Advisors LLC 4
MMDAX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 4
MCNAX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 4
MAGSX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 4
Greater India Portfolio - Greater India Portfolio 4
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 4
International Value Advisers, LLC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
EMM - Global X Funds - Global X Emerging Markets ETF 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 4
UFIV - RBB FUND, INC. - US Treasury 5 Year Note ETF 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 4
Hudson Canyon Capital Management 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 4
Gabelli Global Small & Mid Cap Value Trust 4
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 4
Impala Asset Management LLC 4
Eaton Vance Floating-rate 2022 Target Term Trust 4
Cosner Financial Group, LLC 4
Calvert Management Series - Calvert Emerging Markets Focused Growth Fund Class R6 4
Versus Capital Multi-manager Real Estate Income Fund Llc 4
Tcg Financial Series Trust Vii 4
Wedbush Opportunity Capital, LLC 4
UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P 4
Longview Partners (Guernsey) LTD 4
Black Creek Investment Management Inc. 4
Dechtman Wealth Management, LLC 4
Tcg Financial Series Trust I 4
BlackRock ETF Trust - BlackRock Large Cap Value ETF 4
IBMR - iSHARES TRUST - iShares iBonds Dec 2029 Term Muni Bond ETF 4
IBTO - iSHARES TRUST - iShares iBonds Dec 2033 Term Treasury ETF 4
Schoolcraft Capital LLC 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 4
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 4
Highline Capital Management, L.p. 4
Caspian Capital Lp 4
Gamco Natural Resources, Gold & Income Trust 4
Gamco Global Gold, Natural Resources & Income Trust 4
Eaton Vance Enhanced Equity Income Fund Ii 4
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 4
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 4
Savoie Capital LLC 4
Jnl Series Trust - Jnl/crescent High Income Fund (a) 4
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 4
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 4
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 4
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 4
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 4
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 4
MGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Government Opportunities ETF 4
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 4
JNL SERIES TRUST - JNL/Oppenheimer Emerging Markets Innovator Fund (A) 4
Eldred Rock Partners, LLC 4
Rockline Wealth Management, LLC 4
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class 4
FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A 4
Waterway Wealth Management, LLC 4
FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class 4
Force Capital Management LLC 4
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A 4
FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class 4
FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C 4
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 4
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2015 Fund Class A 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Peak Retirement 2020 Fund Class Y 4
Falcon Edge Capital, LP 4
AMKAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Moderate Allocation Fund Class A 4
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 4
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 4
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 4
Dupree Financial Group, LLC 4
MontVue Capital Management, Inc. 4
Stephenson & Company, Inc. 4
Gimbal Financial 4
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 4
Glenorchy Capital Ltd 4
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 4
Berry Wealth Group, LP 4
Morgan Stanley India Investment Fund, Inc. 4
Cg Funds Trust 4
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 4
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 4
Fine Capital Partners, L.P. 4
Prairieview Wealth Partners, Llc 4
Morgan Stanley Emerging Markets Fund Inc 4
Hoge Financial Services, Llc 4
Boomfish Wealth Group, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 4
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 4
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 4
Avanda Investment Management Pte. Ltd. 4
XFLX - FundX Investment Trust - FundX Flexible ETF 4
GoodHaven Capital Management, LLC 4
Mustard Seed Financial, LLC 4
CLSHX - ADVISORONE FUNDS - CLS Shelter Fund Class N 4
Gunderson Capital Management Inc. 4
Fogel Capital Management, Inc. 4
Seamount Financial Group Inc 4
Allen Wealth Management, Llc 4
Chaney Capital Management, Inc. 4
Master Basic Value Llc 4
Generation Investment Management Llp 4
Clayton Financial Group LLC 4
Optimist Retirement Group LLC 4
Endurance Services Ltd 4
Sterling Wealth Management, Inc. 4
Vinland Capital Management Gestora de Recursos LTDA. 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
Union Square Park Capital Management, LLC 4
PRAE - NORTHERN LIGHTS FUND TRUST III - PlanRock Alternative Growth ETF 4
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 4
Gerber, Llc 4
Swp Financial Llc 4
First Interstate Bancsystem Inc 4
Family Wealth Partners, Llc 4
Franklin Mutual Recovery Fund 4
Kensico Capital Management Corp 4
Dreyfus Municipal Money Market Fund, Inc. 4
Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 4
JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF 4
Cottonwood Mutual Funds 4
Tidal Trust II - Defiance Treasury Alternative Yield ETF 4
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 4
Wellington Capital Management, Inc. 4
Berwyn Funds 4
Active Assets Money Trust 4
Pullen Investment Management, LLC 4
Ksa Capital Management, Llc 4
Envoi LLC 4
Kirtland Hills Capital Management, Llc 4
Dreyfus Institutional Cash Advantage Funds 4
Western Asset Emerging Markets Income Fund Inc. 4
Deutsche High Income Trust 4
Western Asset Worldwide Income Fund Inc. 4
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 4
Castle Creek Capital Partners V, LP 4
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1953F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1954M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1952F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1948F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1950M 4
STONE RIDGE TRUST - LIFEX Income Fund 1963M 4
STONE RIDGE TRUST - LIFEX Income Fund 1960F 4
STONE RIDGE TRUST - LIFEX Income Fund 1963F 4
STONE RIDGE TRUST - LIFEX Income Fund 1961F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955M 4
STONE RIDGE TRUST - LIFEX Income Fund 1962F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1955F 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1949M 4
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1951F 4
Kimberlite Investment Trust 4
Morgan Stanley Liquid Asset Fund Inc 4
American Funds Global High-income Opportunities Fund 4
Bleichroeder LP 4
Pimco New York Municipal Income Fund Iii 4
Active Assets Prime Trust 4
Rockingstone Advisors LLC 4
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 4
Zazove Convertible Securities Fund Inc 4
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 4
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 4
MSSS - Northern Lights Fund Trust IV - Monarch Select Subsector Index ETF 4
India Fund Inc 4
Wesleyan Assurance Society 4
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 4
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 4
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 4
Sassicaia Capital Advisers Llc 4
ISRYX - AB CAP FUND, INC. - AB International Low Volatility Equity Portfolio Advisor Class 4
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 4
Perry Creek Capital Lp 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
Pfm Funds 4
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 4
DIPS - Tidal Trust II - YieldMaxTM Short NVDA Option Income Strategy ETF 4
Martel Wealth Advisors Inc 4
von Borstel & Associates, Inc. 4
BluePointe Capital Management, LLC 4
Blackrock Resources & Commodities Strategy Trust 4
Callodine Capital Management, LP 4
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF 4
Swiss Helvetia Fund, Inc. 4
Amara Financial, Llc. 4
Korea Fund Inc 4
Enclave Advisors LLC 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
Armistice Capital, Llc 4
Nishkama Capital, LLC 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 4
STONE RIDGE TRUST - Stone Ridge 2059 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2051 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2061 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2056 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2055 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2050 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2057 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2052 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2049 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2060 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2054 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2053 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2059 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2051 Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2061 Inflation-Protected Longevity Income ETF 4
STONE RIDGE TRUST - Stone Ridge 2058 Longevity Income ETF 4
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 4
CGMRX - CGM TRUST - CGM Realty Fund 4
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 4
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 4
ELCV - Strategy Shares - Eventide High Dividend ETF 4
DFA INVESTMENT TRUST CO - The DFA Short Term Investment Fund 4
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 4
RP Investment Advisors LP 4
Pactiv General Employee Benefit Trust 4
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
JBGlobal.com LLC 4
Clarendon Private LLC 4
Cathy Pareto & Associates, Inc 4
JDH Wealth Management, LLC 4
Fiduciary Advisors, Inc. 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
BlackRock ETF Trust - BlackRock International Dividend ETF 4
BUFY - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Vest Laddered International Moderate Buffer ETF 4
Inman Jager Wealth Management, LLC 4
Centerline Wealth Advisors, LLC 4
Serenus Wealth Advisors, LLC 4
FSR Wealth Management Ltd. 4
Panoramic Capital Partners, LLC 4
David Wealth Management LLC 4
Mfg Wealth Management, Inc. 4
Park Capital Management, LLC / WI 4
TigerOak Management, L.L.C. 4
Stanich Group LLC 4
Fairway Financial, LLC 4
Financial Harvest, LLC 4
Compass Planning Associates Inc 4
Driver Management Co LLC 4
Pnc Advantage Funds 4
Daner Wealth Management, LLC 4
Sincerus Advisory, LLC 4
Personal Financial Consultants Inc /adv 4
Wolfstich Capital, LLC 4
Pioneer Floating Rate Trust 4
Bradyco, Inc. 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
Gallagher Capital Advisors, LLC 4
Miller Financial Services LLC 4
Burkehill Global Management, LP 4
Integras Partners LLC 4
Deutsche High Income Opportunities Fund, Inc. 4
Ascent Capital Management, LLC 4
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 4
Sunesis Advisors, LLC 4
Arrien Investments, Inc. 4
RD Lewis Holdings, Inc. 4
North Forty Two & Co. 4
Generali Investments, Management Co LLC 4
TARKX - Clark Fork Trust - Tarkio Fund 4
Foundation Wealth Management, LLC\PA 4
GOODX - GoodHaven Funds Trust - GoodHaven Fund 4
Ruane, Cunniff & Goldfarb L.P. 4
Blackrock Munivest Fund Ii, Inc. 4
Disciplined Investors, L.L.C. 4
Forge Financial Services LLC 4
DKM Wealth Management, Inc. 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
Roof Advisory Group, Inc. 4
General New Jersey Municipal Money Market Fund, Inc 4
Performa Ltd (US), LLC 4
Investment Counsel Co Of Nevada 4
General Government Securities Money Market Funds Inc 4
Finward Bancorp 4
Nuveen Build America Bond Fund 4
Master's Wealth Management Inc. 4
Kintayl Capital LP 4
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 4
Exor Capital LLP 4
Dauntless Investment Group, LLC 4
Bastion Asset Management Inc. 4
Crown Advisors Management, Inc. 4
PMV Capital Advisers, LLC 4
Bulwark Capital Corp 4
Adamcapital Gestao De Recursos Ltda. 4
Short Duration High Income Portfolio - Short Duration High Income Portfolio 4
Multisector Income Portfolio 4
First Sabrepoint Capital Management Lp 4
Axa Financial Inc 4
Vega Investment Solutions 4
Aurdan Capital Management, LLC 4
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
Lakeshore Capital Group, Inc. 4
Canerector Inc 4
Stilwell Activist Fund, L.P. 4
Aristotle Atlantic Partners, Llc 4
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Elite Financial, Inc. 4
Anchor Pointe Wealth Management, LLC 4
Northstar Financial Companies, Inc. 4
Keystone Financial Services, LLC 4
DSG Capital Advisors, LLC 4
M1 Capital Management LLC 4
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 4
Mokosak Advisory Group, LLC 4
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF 4
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF 4
LDRC - iSHARES TRUST - iShares iBonds 1-5 Year Corporate Ladder ETF 4
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 4
FIRI - Tidal Trust III - FIRE Funds(TM) Income Target ETF 4
FINT - Advisors' Inner Circle Fund II - Frontier Asset Total International Equity ETF 4
FGSM - Advisors' Inner Circle Fund II - Frontier Asset Global Small Cap Equity ETF 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
MARO - Tidal Trust II - YieldMax(TM) MARA Option Income Strategy ETF 4
Tidal Trust II - YieldMax(TM) CVNA Option Income Strategy ETF 4
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 4
Ai Financial Services Llc 4
Worm Capital, Llc 4
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 4
Sfm, Llc 4
Ttp Investments, Inc. 4
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 4
Evelyn Partners Investment Management (Europe) Ltd 4
Fidelity Central Investment Portfolios II LLC - Fidelity Mortgage Backed Securities Central Fund 4
TB Alternative Assets Ltd. 4
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
Guinness Atkinson Asset Management Inc 4
Guinness Asset Management LTD 4
FTOIX - Franklin Tax Free Trust - Franklin Ohio Tax-free Income Fund Class A1 4
FMISX - Franklin Tax Free Trust - Franklin Massachusetts Tax-free Income Fund Class A1 4
FXNCX - Franklin Tax Free Trust - Franklin North Carolina Tax-free Income Fund Class A1 4
FPONX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2022 Fund Class R6 4
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 4
FRTIX - FRANKLIN MUNICIPAL SECURITIES TRUST - FRANKLIN TENNESSEE MUNICIPAL BOND FUND Class A1 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
Garcia Hamilton & Associates Lp/de 4
R. W. Roge & Company, Inc. 4
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 4
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 4
TD Ameritrade Trust Co 4
Emery Howard Portfolio Management, Inc. 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
EICGX - EATON VANCE GROWTH TRUST - Eaton Vance Greater China Growth Fund Class I 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 4
Legacy Wealth Management, Inc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 4
Centerbridge Partners, L.P. 4
Convergent Wealth Advisors 4
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 4
EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF 4
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 4
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 4
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 4
Karani Asset Management LLC 4
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 4
Tiger Eye Capital LLC 4
Kalmar Investments Inc /de/ 3
Franklin U.s. Government Money Fund 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
Defender Capital, LLC. 3
Northstar Asset Management Inc 3
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund 3
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) 3
Daxor Corp 3
Ofc Financial Planning, Llc 3
Amia Capital LLP 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
Haven Global Partners, LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Global Trends Allocation Fund Service Shares 3
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1958M 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
TORYX - Torray Fund - The Torray Fund Torray Fund 3
Great Oak Capital Partners, Llc 3
Durante & Waters, Llc 3
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1961M 3
Stone Harbor Emerging Markets Total Income Fund 3
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1963M 3
RobecoSam USA, Inc. 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1956M 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1957M 3
Brentview Investment Management LLC 3
AdviceOne Advisory Services, LLC 3
GHEE - Collaborative Investment Series Trust - Goose Hollow Enhanced Equity ETF 3
Archon Capital Management LLC 3
SSBRX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2025 Fund Class I 3
FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A 3
XT - iSHARES TRUST - iShares Exponential Technologies ETF 3
Localshares Investment Trust 3
Counterweight Ventures, LLC 3
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 3
Fidato Wealth LLC 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Yorkville Capital Management, Llc 3
Royal Capital Management, LLC 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2030 FUND K SHARES 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2035 FUND K SHARES 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A 3
Pomelo Capital LLC 3
Pioneer Wealth Management Group 3
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional 3
RCRIX - RIVERPARK FUNDS TRUST - RiverPark Floating Rate CMBS Fund Institutional Class Shares 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2045 FUND K SHARES 3
Ellerson Group Inc /adv 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 3
Nuveen Municipal 2021 Target Term Fund 3
BRTNX - PFS FUNDS - Bretton Fund 3
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
Meteora Capital, LLC 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 3
SSFI - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 3
Vannoy Advisory Group, Inc. 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Forthright Family Wealth Advisory LLC 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 3
MEAG MUNICH ERGO AssetManagement GmbH 3
FEMB - First Trust Exchange-Traded Fund III - First Trust Emerging Markets Local Currency Bond ETF 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
Kopp Investment Advisors Llc 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 3
Carlyle Financial Services, Ltd. 3
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 3
Syquant Capital Sas 3
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares 3
Tbp Advisors Ltd 3
Circle Road Advisors Lp 3
CG Asset Management LLC 3
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 3
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 3
Guided Capital Wealth Management, LLC 3
LNCAX - Northern Lights Fund Trust - LADENBURG INCOME FUND Class A Shares 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 3
Cja Private Equity Restructuring Master Fund I Lp 3
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares 3
Perceptive Advisors Llc 3
Stage Harbor Financial, Llc 3
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 3
Figure 8 Investment Strategies Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
Palacios Wealth Management, LLC 3
DPM Capital LLC 3
CPII - Tidal ETF Trust - Ionic Inflation Protection ETF 3
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 3
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
Davidson Kahn Capital Management, LLC 3
JLEAX - John Hancock Funds II - Multimanager 2025 Lifetime Portfolio Class A 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
Fox Financial, Inc 3
Friedlander & Co Inc 3
Harold Davidson & Associates Inc. 3
Stone Harbor Emerging Markets Income Fund 3
Vanguard Convertible Securities Fund 3
VPAIX - VANGUARD PENNSYLVANIA TAX-FREE FUNDS - Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares 3
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 3
VCINX - VALIC Co I - International Growth Fund 3
Oppenheimer International Growth Fund 3
LOWAX - Northern Lights Fund Trust - LADENBURG GROWTH & INCOME FUND Class A Shares 3
FRVAX - Franklin Tax Free Trust - Franklin Virginia Tax-free Income Fund Class A1 3
Prime Buchholz LLC 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 3
FFTG - Northern Lights Fund Trust IV - FormulaFolios Tactical Growth ETF 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
LNOAX - Northern Lights Fund Trust - LADENBURG INCOME & GROWTH FUND Class A Shares 3
EALDX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration Government Income Fund Class A 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund 3
Letson Investment Management, Inc. 3
Evergreen Advisors, LLC 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2060 FUND INVESTOR A SHARES 3
Pachira Investments Inc. 3
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 3
Western Asset Middle Market Income Fund Inc. 3
Timonier Family Office, LTD. 3
Walker Financial Services, Inc. 3
Principled Equity Market Fund 3
MMAFX - AMG Funds I - AMG FQ Global Risk-Balanced Fund Class Z 3
Drum Hill Capital, LLC 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2020 FUND INVESTOR A SHARES 3
Permal Asset Management Llc 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA RETIREMENT FUND K SHARES 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2040 FUND K SHARES 3
Kellogg W K Foundation Trust 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2055 FUND Investor A Shares 3
Summa Corp. 3
MCRO - IndexIQ ETF Trust - IQ Hedge Macro Tracker ETF 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2025 FUND K SHARES 3
Sharp Financial Services, LLC 3
Greenhouse Funds LLLP 3
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 3
Kr Capital Advisors Inc 3
AINAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO International Allocation Fund Class A 3
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 3
PIALX - PIONEER ASSET ALLOCATION TRUST - Pioneer Solutions - Balanced Fund : Class A 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
Franklin Templeton Money Fund Trust 3
PRNT - Ark ETF Trust - The 3D Printing ETF 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
Fjell Capital, LLC 3
Farrell Financial LLC 3
JPMorgan Chase Bank, N.A. 3
Nevsky Capital LLP 3
McGrath & Associates, Inc. 3
Oppenheimer Developing Markets Fund 3
KLS Professional Advisors Group, LLC 3
Cornerstone Progressive Return Fund 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
BEMYX - Advisors' Inner Circle Fund III - BARROW HANLEY EMERGING MARKETS VALUE FUND Y Shares 3
FLTGX - FIDELITY ADVISOR SERIES II - Fidelity Limited Term Securitized Completion Fund 3
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 3
Wela Strategies, Inc. 3
Scotia Institutional Investments US, LP 3
Afton Capital Management Llc 3
Steinberg Asset Management Llc 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
Lowell Blake & Associates Inc. 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
Pcg Asset Management, Llc 3
BSML - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Municipal Bond ETF 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Protective Life Corp 3
GMTZX - GuideStone Funds - MyDestination 2015 Fund Investor 3
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 3
VPC - ETFis Series Trust I - Virtus Private Credit Strategy ETF 3
Versus Capital Real Assets Fund Llc 3
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
Nuveen Amt-free Municipal Value Fund 3
Drill Craig A 3
Marest Capital, LLC 3
Red Mountain Financial, LLC 3
Sachem Head Capital Management LP 3
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 3
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 3
Eaton Vance Floating-rate Income Trust 3
Nuveen Select Tax Free Income Portfolio 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
Smid-cap Portfolio 3
BSDE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 USD Emerging Markets Debt ETF 3
Westwood Global Investments, LLC 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 3
BSMM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Municipal Bond ETF 3
Bassett Hargrove Investment Counsel, Llc 3
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 3
Aberdeen Australia Equity Fund Inc 3
Hamilton Capital Partners, Llc 3
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 3
Vivid Wealth Management, LLC 3
GMWZX - GuideStone Funds - MyDestination 2025 Fund Investor 3
Blackrock New York Municipal Income Trust 3
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 3
Scopus Asset Management, L.p. 3
Vericrest Private Wealth 3
Heartwood Wealth Management Ltd 3
Nebula Capital Management, LP 3
Federated Core Trust III - Federated Project and Trade Finance Core Fund 3
Wall Street Financial Group, Inc. 3
Hovde Steven D 3
Abrams Bison Investments, Llc 3
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 3
Wealth Group Ltd 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
Warburton Capital Management, LLC 3
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 3
BlackRock Funds II - BLACKROCK LIFEPATH SMART BETA 2050 FUND K SHARES 3
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3
Strategic Planning, Inc. 3
Egerton Capital Ltd 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 3
Carlyle Group Management L.L.C. 3
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 3
Centenus Global Management, Lp 3
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 3
TBND - Collaborative Investment Series Trust - Tactical Income ETF 3
Two West Capital Advisors LLC 3
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A 3
FRALX - Franklin Tax Free Trust - Franklin Alabama Tax-free Income Fund Class A1 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
Praetorian PR LLC 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
JSI - Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 3
GTAAX - Northern Lights Fund Trust - Power Global Tactical Allocation/JAForlines Fund Class A 3
Athena Investment Management 3
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 3
RMDFX - Aspiriant Trust - Aspiriant Defensive Allocation Fund 3
Notis-McConarty Edward 3
Harbourvest Partners Llc 3
Atlas Wealth Partners, LLC 3
Nuveen Municipal Income Fund Inc 3
Oppenheimer Global Multi-alternatives Fund. 3
FARX - Advisors' Inner Circle Fund II - Frontier Asset Absolute Return ETF 3
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares 3
Ursa Fund Management, LLC 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Vestia Personal Wealth Advisors 3
BWNYX - BULLFINCH FUND INC - Greater Western New York Series 3
Caxton Corp 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 3
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 3
Warburg Pincus Private Equity X, L.P. 3
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 3
Covey Capital Advisors, LLC 3
JLBAX - John Hancock Funds II - Multimanager 2015 Lifetime Portfolio Class A 3
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4 3
Dreyfus Worldwide Dollar Money Market Fund Inc 3
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class 3
Marathon Partners Equity Management, LLC 3
GBLMX - Northern Lights Fund Trust - Astor Macro Alternative Fund Class I Shares 3
Lawson Joel S. IV 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
Eagle Growth & Income Fund 3
North of South Capital LLP 3
Pps&v Asset Management Consultants, Inc. 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
Sage Capital Management, LLC 3
SBALX - VICTORY PORTFOLIOS - Victory Strategic Allocation Fund Class A 3
Conestoga Capital Advisors, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 3
Hartford Alternative Strategies Fund 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
Raymond James Trust Co. Of Nh 3
Nitorum Capital, L.P. 3
EWY - iShares, Inc. - iShares MSCI South Korea ETF 3
Milliman Variable Insurance Trust - Milliman 6-Year Parred Down S&P 500 with Par Up Outcome Fund - Jan (II) Class 3 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jan (II) Class 3 3
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 3
WAIVX - WASATCH FUNDS TRUST - Wasatch International Value Fund Investor Class 3
Roumell Asset Management, LLC 3
Adventist Health System Sunbelt Healthcare Corp 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 3
Tipp Hill Capital Management LLC 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
Peavine Capital, Llc 3
Value Partners Ltd /adv 3
Carpenter Community BancFund-A, L.P. 3
Sls Management Llc 3
Momentous Wealth Management, Inc. 3
SwitchPoint Financial Planning, LLC 3
Cape Ann Asset Management Ltd 3
FM - iShares, Inc. - iShares MSCI Frontier 100 ETF 3
Crestwood Capital Management, L.P. 3
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 3
Banco BTG Pactual SA 3
FRPAX - Franklin Tax Free Trust - Franklin Pennsylvania Tax-free Income Fund Class A1 3
Neuberger Berman California Intermediate Municipal Fund Inc 3
Money Market Portfolios 3
TIPSX - WisdomTree Digital Trust - WisdomTree TIPS Digital Fund N/A 3
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares 3
Shah Capital Management 3
Maxim Capital Management Llc 3
Silverhawk Asset Management, Llc 3
FourWorld Capital Management LLC 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 3
Inkwell Capital Llc 3
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 3
Allied Irish Banks Plc 3
Beach Point Capital Management LP 3
H7 Holdings, LLC 3
Everett Capital Advisors UK LLP 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
Summit Financial Consulting LLC 3
GTDDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Developing Markets Fund Class A 3
General California Municipal Money Market Fund 3
KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
Leonard Capital Management, Inc 3
McBroom & Associates, LLC 3
SSXU - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector International ETF 3
BITIX - ProFunds - Short Bitcoin Strategy ProFund Investor Class 3
Pb Investment Partners, L.p. 3
Kensington Asset Management, LLC 3
Blackrock Dividend Income Trust 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
Azzad Asset Management Inc /adv 3
Blackstone / Gso Floating Rate Enhanced Income Fund 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
Adams Natural Resources Fund, Inc. 3
Ranmore Fund Management Ltd 3
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 3
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 3
Altmfx Trust 3
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund 3
Odey Holdings AG 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
Arrow Capital Pty Ltd 3
Dreyfus Institutional Liquidity Funds 3
TAX - EA Series Trust - Cambria Tax Aware ETF 3
Rochester Wealth Strategies, LLC 3
Permit Capital, LLC 3
Stephen J. Garry & Associates, Llc 3
TSWMX - JOHCM Funds Trust - TSW Emerging Markets Fund Advisor Shares 3
Eaton Vance Senior Floating Rate Trust 3
Dean, Jacobson Financial Services, LLC 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C 3
Unconventional Investor, LLC 3
Starfox Financial Services, LLC 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Comgest Global Investors S.a.s. 3
ULTRA SERIES FUND - Mid Cap Fund Class I 3
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 3
Silicon Valley Community Foundation 3
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 3
GFEMX - Investment Managers Series Trust - Gramercy Emerging Markets Debt Fund Institutional Class Shares 3
SCW Capital Management, LP 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
ULTRA SERIES FUND - Aggressive Allocation Fund Class I 3
Park Presidio Capital Llc 3
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 3
Partners Capital Investment Group Llc 3
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1 3
F-Squared Investment Management, LLC 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
Stratton Mid Cap Value Fund, Inc. 3
English Capital Management Llc 3
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 3
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 3
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
Ghe, Llc 3
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
Sturgeon Ventures LLP 3
DLK Investment Management, LLC 3
Avory & Company, LLC 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
KDT Advisors, LLC 3
Kavilco Inc/wa/ 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
PhiloSmith Capital Corp 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3
Clarity Capital Advisors, LLC 3
Philadelphia Investment Partners New Generation Fund 3
Vienna Asset Management LLC 3
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF 3
MEME - Listed Funds Trust - Roundhill MEME ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
KKR Credit Opportunities Portfolio 3
Sage Advisors, Llc 3
DRNYX - BNY Mellon New York Tax Exempt Bond Fund, Inc. - BNY Mellon New York Tax Exempt Bond Fund, Inc. 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
SHEH - Precidian ETFs Trust - Shell plc ADRhedged 3
Speece Thorson Capital Group Inc 3
Harspring Capital Management, LLC 3
APG Group 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
Eq Llc 3
CapGen Capital Group VI LP 3
Paragon Capital Management Inc 3
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 3
SP Funds Trust - SP Funds 2050 Target Date Fund Institutional Shares 3
SP Funds Trust - SP Funds 2040 Target Date Fund Investor Shares 3
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 3
SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares 3
Convector Capital Management, LP 3
Fort Henry Capital, LLC 3
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
EMC - Global X Funds - Global X Emerging Markets Great Consumer ETF 3
ASHX - DBX ETF TRUST - Xtrackers MSCI China A Inclusion Equity ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Prospect Hill Management, LLC 3
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1 3
Fox Hill Wealth Management 3
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 3
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A 3
REVAX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class A 3
P.a.w. Capital Corp 3
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 3
Intrepid Family Office Llc 3
Presper Financial Architects, LLC 3
UTRE - RBB FUND, INC. - US Treasury 3 Year Note ETF 3
WealthBridge Investment Counsel Inc. 3
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 3
USVN - RBB FUND, INC. - US Treasury 7 Year Note ETF 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 3
Armor Advisors, L.l.c. 3
Gray Private Wealth, LLC 3
CTF Capital Management, LP 3
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1 3
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
TARRX - AB CORPORATE SHARES - AB Tax-Aware Real Return Income Shares 3
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Newton One Investments LLC 3
White Knight Strategic Wealth Advisors, LLC 3
Global High Income Fund Inc 3
FLATX - FIDELITY INVESTMENT TRUST - Fidelity Latin America Fund 3
BlackRock Science & Technology Trust II 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
Summer Road Llc 3
Virtus Fixed Income Advisers, LLC 3
Trees Investment Counsel Llc 3
Roth Financial Partners LLC 3
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF 3
Oakmont Corp 3
Clarion Partners Real Estate Income Fund Inc. 3
Gagnon Securities Llc 3
Nuveen High Income December 2019 Target Term Fund 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Conservative Fund 3
Underhill Investment Management Llc 3
McNamara Financial Services, Inc. 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Moderate Fnd AZL MVP Fusion Dynamic Moderate Fund 3
Sab Capital Management Lp 3
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 3
Hudson Executive Capital LP 3
Nia Impact Advisors, Llc 3
TINIX - Investment Managers Series Trust II - AXS Tactical Income Fund Class I Shares 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Fusion Dynamic Balanced Fnd AZL MVP Fusion Dynamic Balanced Fund 3
Martin Investment Management, LLC 3
FMUB - Fidelity Merrimack Street Trust - Fidelity Municipal Bond Opportunities ETF 3
Sphera Funds Management Ltd. 3
VSPY - Spinnaker ETF Series - VectorShares Min Vol ETF 3
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund 3
University of Illinois Foundation 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
Bank of Finland 3
SRTMX - SMA RELATIONSHIP TRUST - Series M 3
Odey Asset Management LLP 3
Discipline Wealth Solutions, LLC 3
Coltrane Asset Management L.P. 3
Mainstream Investment Advisers LLC 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
Blackrock Energy & Resources Trust 3
Hutner Daniel Ellsworth 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 3
Woodbridge CO LTD 3
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 3
Scopia Capital Management Lp 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
Steelhead Partners Llc 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
G2 Investment Partners Management LLC 3
Flat Footed LLC 3
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3
Nuveen Equity Premium Advantage Fund 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
Southernsun Asset Management, Llc 3
Ivy Lane Capital Management, Llc 3
Silversage Advisors 3
GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund 3
Blackrock Utility & Infrastructure Trust 3
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 3
Goldstein Munger & Associates 3
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 3
CMPGX - PRINCIPAL FUNDS INC - Government & High Quality Bond Fund f/k/a Mortgage Securities Fund Class A 3
Cooper Investors Pty Ltd 3
BEEHX - FORUM FUNDS - The BeeHive Fund 3
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 3
Golden Gate Private Equity, Inc. 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
Avalon Advisory Group 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
Nuveen Emerging Markets Debt 2022 Target Term Fund 3
ADVGX - Investment Managers Series Trust - Advisory Research All Cap Value Fund 3
GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class 3
Wishbone Management, LP 3
Nuveen Diversified Currency Opportunities Fund 3
Sagus Financial Fund, L.P. 3
ASFFX - Arrow Investments Trust - ARROW DYNAMIC INCOME FUND CLASS A SHARES 3
GUDAX - GUGGENHEIM FUNDS TRUST - Guggenheim Diversified Income Fund Class A 3
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 3
BCU Wealth Advisors, LLC 3
BayBridge Capital Group, LLC 3
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 3
Blue Clay Capital Management, LLC 3
Salvus Wealth Management, LLC 3
Tidal Trust II - YieldMax(TM) S&P 500 0DTE Covered Call Strategy ETF 3
FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
Victrix Investment Advisors 3
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Apr (II) Class 3 3
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 3
Aufman Associates Inc 3
BlackRock Funds II - BlackRock LifePath Smart Beta 2065 Fund Class K Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
Siguler Guff Advisers, Llc 3
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 3
RWTIX - Two Roads Shared Trust - Redwood AlphaFactor Tactical Core Fund Class I 3
EBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Emerging Markets Local Bond ETF 3
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 3
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF 3
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 3
Tanaka Capital Management Inc 3
Capital Z Partners Management, LLC 3
Daily Journal Corp 3
Dynamic Financial Group 3
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF 3
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 3
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 3
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 3
BlackRock Health Sciences Trust II 3
Mizuho Bank, Ltd. 3
EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A 3
MIMAX - Natixis Funds Trust II - Loomis Sayles Intermediate Municipal Bond Fund Class A 3
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A 3
R.m.sincerbeaux Capital Management Llc 3
Edmond De Rothschild (italia) Sgr Spa 3
Paragon Financial Partners, Inc. 3
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
POLCX - Datum One Series Trust - Polar Capital Emerging Market Ex-China Stars Fund 3
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 3
BEOIX - Advisors' Inner Circle Fund III - BARROW HANLEY CONCENTRATED EMERGING MARKETS ESG OPPORTUNITIES FUND I Shares 3
GUMI - Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Municipal Income ETF 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
MALAX - Mirae Asset Discovery Funds - Asia Fund Class A Shares 3
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A 3
Columbia Funds Variable Insurance Trust I 3
Tcg Financial Series Trust Iv 3
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 3
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 3
Coleford Investment Management Ltd. 3
John Hancock Funds II - Asia Pacific Total Return Bond Fund Class NAV 3
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 3
Appleton Funds 3
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
TGRAX - Aim Investment Funds (invesco Investment Funds) - Invesco Pacific Growth Fund Class A 3
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 3
Integer Wealth Advisors Group LLC 3
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF 3
Conscious Wealth Investments, Llc 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Columbia Etf Trust 3
Emerging Variant Capital Management LP 3
HLMRX - HARDING LOEVNER FUNDS INC - Harding Loevner International Small Companies Portfolio INSTITUTIONAL 3
Alliancebernstein Income Fund Inc 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
MIEMX - BMO FUNDS, INC. - BMO LGM Emerging Markets Equity Fund Class I 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
FMA Wealth Management, LLC 3
Thunderbird Partners Llp 3
Tiger Pacific Capital LP 3
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
Tcg Financial Series Trust Iii 3
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 3
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF 3
Atlanta Financial Associates Llc /adv 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
Meritas Wealth Management, LLC 3
LPF Advisors LLC 3
Institutional Fiduciary Trust 3
IECAX - IVY FUNDS - Ivy Pictet Emerging Markets Local Currency Debt Fund Class A 3
Concord Investment Counsel Inc. 3
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 3
HRETX - HARBOR FUNDS - Harbor Robeco Emerging Markets Conservative Equities Fund Institutional Class 3
JALGX - John Hancock Funds II - Multimanager Lifestyle Growth Portfolio Class A 3
Mission Hills Financial Advisory, LLC 3
Tcg Financial Series Trust Ii 3
Summerhill Capital Management lnc. 3
ILCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Local Currency Debt Fund Class P 3
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 3
Heritage Wealth Management, Inc./Texas 3
Ithan Creek Master Investment Partnership (Cayman)II, L.P. 3
TPG-AXON Management LP 3
block.one 3
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 3
Harbert Management Corp 3
CLMAX - Columbia Funds Series Trust II - Columbia Mortgage Opportunities Fund Class A 3
JALRX - John Hancock Funds II - Multimanager Lifestyle Conservative Portfolio Class A 3
Ararat Capital Management, LP 3
Breakout Capital Partners, LP 3
Aspire Growth Partners LLC 3
BXQIX - MassMutual Advantage Funds - MassMutual Global Emerging Markets Equity Fund Class I 3
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 3
Hilltop Wealth Advisors, Llc 3
Benefit Street Partners LLC 3
Energy Opportunities Capital Management, LLC 3
HN Saltoro Capital, LP 3
T2 Partners Management, LP 3
WCME - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM Developing World Equity ETF 3
JALMX - John Hancock Funds II - Multimanager Lifestyle Moderate Portfolio Class A 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
Kite Lake Capital Management (uk) Llp 3
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares 3
Dreyfus Funds Inc 3
Blackstone / Gso Strategic Credit Fund 3
Holding Frank B Jr 3
Richmond Hill Investments, LLC 3
Blackrock Defined Opportunity Credit Trust 3
Tyndall Capital Partners L P 3
Bright Financial Advisors, Inc. 3
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 3
Bradley Mark J. 3
Thomas Story & Son Llc 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 3
FSEDX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Local Currency Fund 3
Papamarkou Wellner Asset Management inc. 3
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
GFI Investment Counsel Ltd. 3
JLAAX - John Hancock Funds II - Multimanager 2010 Lifetime Portfolio Class A 3
Fiduciary Wealth Partners, LLC 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
NIIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select International Equity Fund Class A 3
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
Greenvale Capital LLP 3
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 3
Blackrock New York Municipal Income Trust Ii 3
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 3
QED - IndexIQ ETF Trust - IQ Hedge Event-Driven Tracker ETF 3
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
TBP Investments Management, LLC 3
White Wing Wealth Management 3
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 3
Merit Investment Management, LLC 3
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 3
Sheets Smith Investment Management 3
White Elm Capital, LLC 3
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1 3
Seafarer Capital Partners, LLC 3
FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF 3
QLS - IndexIQ ETF Trust - IQ Hedge Long/Short Tracker ETF 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class 3
Wrenne Financial Planning LLC 3
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 3
Bush Odonnell Investment Advisors Inc 3
V2 Capital, LLC 3
Bif Multi State Municipal Series Trust 3
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF 3
Van Berkom & Associates Inc. 3
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
ALPS ETF Trust - ALPS Hillman Active Value ETF 3
Woodside Wealth Management LLC 3
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
Davis Partnership, LP 3
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 3
Ern Llc 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
LIVR - EA Series Trust - Intelligent Livermore ETF 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
RYHDX - RYDEX SERIES FUNDS - High Yield Strategy Fund Class A 3
Maple Rock Capital Partners Inc. 3
Brown Capital Management Llc 3
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 3
Moerus Capital Management LLC 3
SMARX - Datum One Series Trust - BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST 3
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 3
Libra Advisors Llc 3
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 3
Compass Capital Management, Inc 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
Salus Financial Advisors, LLC 3
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
Research Affiliates, LLC 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
Prudent Investors Network 3
Empirical Capital Management, LLC 3
Croft Funds Corp 3
Corsair Opportunity Fund 3
CPG Cooper Square International Equity, LLC 3
Bow Street, Llc 3
SUNY - NORTHERN LIGHTS FUND TRUST II - LifeGoal Vacation Investment ETF 3
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 3
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 3
Ames National Corp 3
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1 3
IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF 3
CHLD - NORTHERN LIGHTS FUND TRUST II - LifeGoal Children Investment ETF 3
Shariaportfolio, Inc. 3
New Legacy Group, LLC 3
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class 3
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 3
Impact Asset Management GmbH 3
Alamar Capital Management, LLC 3
LTG Capital LLC 3
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 3
Hartz Capital, Inc. 3
Seven Grand Managers, Llc 3
Tidal Trust II - Defiance Gold Enhanced Options Income ETF 3
AVNV - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Value ETF 3
FKO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust South Korea AlphaDEX Fund 3
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 3
Fee-Only Financial Planning, L.C. 3
AMMVX - Advisors' Inner Circle Fund III - Aegon Emerging Markets Debt Fund Investor Shares 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Audent Global Asset Management, LLC 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
Apex Wealth Management, LLC 3
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 3
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 3
Pacific Grove Capital LP 3
Eagle Capital Growth Fund, Inc. 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
Pine Brook Road Advisors, L.P. 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 3
NWGHX - NATIONWIDE MUTUAL FUNDS - Nationwide Diamond Hill Large Cap Concentrated Fund Class A 3
Castalian Partners, LLC 3
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 3
Baupost Group Llc/ma 3
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class 3
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan International Moderate Growth VP Initial 3
Spero-smith Investment Advisers Inc /oh 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
PGIM Short Duration High Yield Opportunities Fund 3
Petredis Investment Advisors Llc 3
Michael & Susan Dell Foundation 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
Nuveen New York Quality Municipal Income Fund 3
BRAZ - Global X Funds - Global X Brazil Active ETF 3
NDIA - Global X Funds - Global X India Active ETF 3
Profunds - Profund Vp Asia 30 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 3
CRMVX - PFS FUNDS - Conquer Risk Managed Volatility Fund 3
CHYAX - Northern Lights Fund Trust - CMG Tactical Bond Fund Class A Shares 3
Blackstone / Gso Long-short Credit Income Fund 3
Guardcap Asset Management Ltd 3
RULRX - World Funds Trust - Rule One Fund 3
Farmstead Capital Management, LLC 3
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 3
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
White Oak Capital Partners Pte. Ltd. 3
Blackstone / Gso Senior Floating Rate Term Fund 3
Legg Mason, Inc. 3
M. Kraus & Co 3
CF Capital LLC 3
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 3
NHYMX - Northern Funds - Northern High Yield Municipal Fund 3
Nuveen Mortgage Opportunity Term Fund 2 3
Beddow Capital Management Inc 3
Clovis Capital Management Lp 3
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 3
RIMIX - Investment Managers Series Trust II - Sunbridge Capital Emerging Markets Fund Institutional Class 3
Matlinpatterson Global Advisers Llc 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
SAM Advisors, LLC 3
Geometric Wealth Advisors 3
Oaktree Capital Group Holdings GP, LLC 3
Resolute Capital Asset Partners LLC 3
WCMUX - Investment Managers Series Trust - WCM Focused ESG Emerging Markets Fund Investor Class Shares 3
Alken Asset Management Ltd. 3
True Bearing Asset Management LP 3
TINIX - NORTHERN LIGHTS FUND TRUST III - ACM Tactical Income Fund Class I 3
CATEX - Starboard Investment Trust - Cavalier Growth Opportunities Fund Institutional Class Shares 3
WAMIX - WST Investment Trust - WSTCM Credit Select Risk-Managed Fund Institutional Shares 3
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 3
Lightyear Fund Ii, L.p. 3
SPSK - Tidal ETF Trust - SP Funds Dow Jones Global Sukuk ETF 3
Delta Partners Llc 3
Portola Group Inc /ca 3
LionEye Capital Management LLC 3
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class 3
Evercore Trust Company, N.A. 3
COLO - Global X Funds - Global X MSCI Colombia ETF 3
SDIV - Global X Funds - Global X SuperDividend ETF 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
JPB Foundation 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Growth VP Initial 3
Bush Investment Group, Llc 3
Sentinel Wealth Management, Inc. 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I 3
STONE RIDGE TRUST - Stone Ridge 2062 Longevity Income ETF 3
ALLW - SSGA Active Trust - SPDR Bridgewater All Weather ETF 3
BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate Growth VP Initial 3
Growth Portfolio 3
PENN SERIES FUNDS INC - Smid Cap Growth Fund 3
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 3
Punch Card Management L.P. 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 3
AMAPX - AMANA MUTUAL FUNDS TRUST - Amana Participation Fund Investor Shares 3
a16z Perennial Management, L.P. 3
Tmfs Holdings Llc 3
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. 3
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 3
WPITX - WP Trust - WP International Companies Income Plus Fund Institutional Class Shares 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
EFEAX - Ashmore Funds - Ashmore Emerging Markets Frontier Equity Fund Class A 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
BVAL - ETF Series Solutions - Brand Value ETF 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 3
Ensemble Capital Management, LLC 3
Aberdeen Funds - Aberdeen Asia Pacific (ex-Japan) Equity Fund Institutional Class 3
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 3
JLDAX - John Hancock Funds II - Multimanager 2020 Lifetime Portfolio Class A 3
EAMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Taxable Municipal Bond Fund Class A 3
Forager Funds Management Pty Ltd 3
Financial Alternatives, Inc 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
Carronade Capital Management, LP 3
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 3
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 3
Banque de Luxembourg S.A. 3
JRHPX - John Hancock Funds II - Multi-Index 2030 Preservation Portfolio Class R4 3
JRFPX - John Hancock Funds II - Multi-Index Income Preservation Portfolio Class R4 3
JREPX - John Hancock Funds II - Multi-Index 2025 Preservation Portfolio Class R4 3
Fox Point Capital Management LLC 3
Eaton Vance Senior Income Trust 3
STONE RIDGE TRUST - Stone Ridge 2063 Longevity Income ETF 3
Touchstone Tax Free Trust 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 3
Milliman Variable Insurance Trust - Milliman 6-Year Buffered S&P 500 with Par Up Outcome Fund - Jul (II) Class 3 3
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Moderate VP Initial 3
Diameter Capital Partners LP 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
Hatton Consulting, Inc. 3
IOLCX - ICON FUNDS - ICON Long/Short Fund Class C 3
MISEX - Midas Series Trust - Midas Magic 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
Coerente Capital Management 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 3
Portfolio Strategies Inc 3
Swan Global Investments, LLC 3
Keel Point Advisors, LLC 3
BEMVX - Perpetual Americas Funds Trust - Barrow Hanley Emerging Markets Value Fund Institutional Shares 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
Opus Trading Fund LLC 3
Needelman Asset Management Inc 3
PFIX - Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF 3
Cornerstone Retirement Group, Inc. 3
BEOIX - Perpetual Americas Funds Trust - Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund Institutional Shares 3
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 3
Shone Asset Management LLC 3
Barings Participation Investors 3
Quantitative Value Technologies, Llc 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
Halcyon Offshore Asset Management Llc 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
Gunma Bank,Ltd. 3
Murphy Michael R 3
Rayner & Haynor 3
Miller Wealth Advisors, Llc 3
Georgetown University 3
Roc Capital Management, L.P. 3
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 3
Goldstream Capital Management Ltd 3
Legg Mason International Equities 3
Nepsis, Inc. 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
Cadence Wealth Management LLC 3
Oakview Capital Management, L.p. 3
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3
SMDFX - Monteagle Funds - Smart Diversification Fund Class I 3
Gouws Capital LLC 3
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF 3
Cornerstone Wealth Advisors, Inc. 3
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 3
Morangie Management LLC 3
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 3
SFGIX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Growth and Income Fund Investor 3
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF 3
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF 3
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
GeoSphere Capital Management 3
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
SSBWX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2030 Fund Class I 3
Viewpoint Investment Partners Corp 3
St. Clair Advisors, LLC 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1960M 3
Spence Limited, Lp 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1959M 3
Cassaday & Co Inc. 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
Small Cap Value Fund, Inc. 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
Vermillion Asset Management LLC 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 3
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 3
MPUSX - Gallery Trust - MONDRIAN U.S. SMALL CAP EQUITY FUND Mondrian U.S. Small Cap Equity Fund 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 3
Marcuard Family Office Ltd 3
VLGSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Treasury Index Fund Admiral Shares 3
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A 3
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1 3
Feis Lawrence Michael 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
Ulrich Consultants & Investment Group, LLC 3
Wallace Capital Management Inc. 3
MCNBX - MADISON FUNDS - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 3
Hansen & Associates Financial Group, Inc. 3
HCMAX - ALPS Series Trust - Hillman Value Fund 3
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y 3
Warburg Pincus Llc 3
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 3
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 3
Bristol County Savings Bank 3
Reservoir Operations, L.P. 3
LDR Capital Management LLC 3
Clark & Stuart, Inc 3
MAGBX - MADISON FUNDS - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 3
Broadleaf Partners, LLC 3
Envision Financial LLC 3
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 3
Persium Advisors, LLC 3
Kim, Llc 3
Turn8 Private Wealth Inc. 3
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 3
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 3
TMET - iShares U.S. ETF Trust - iShares Transition-Enabling Metals ETF 3
Courage Capital Management Llc 3
Floyd Financial Group Llc 3
Tidal Trust II - YieldMaxTM MSTR Short Option Income Strategy ETF 3
Define Financial, Llc 3
Needham Investment Management Llc 3
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 3
Flywheel Private Wealth LLC 3
R.H. Investment Group, LLC 3
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 3
BFI Infinity Ltd. 3
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 3
Wilsey Asset Management Inc 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
AADWX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2055 Portfolio I Class 3
AAEGX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2060 Portfolio I Class 3
AADHX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2045 Portfolio Investor Class 3
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 3
Asia Tigers Fund Inc 3
Xulu, Inc. 3
AAEVX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2065 Portfolio R6 Class 3
MKIEX - Advisors' Inner Circle Fund - Mckee International Equity Portfolio Institutional Class Shares 3
AADNX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2050 Portfolio Investor Class 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
AACSX - American Century Asset Allocation Portfolios, Inc. - One Choice Blend+ 2040 Portfolio Investor Class 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
Fairbanks Capital Management, Inc. 3
Think Investments LP 3
Invesco Securities Trust - Invesco Balanced-Risk Aggressive Allocation Fund 3
JLFAX - John Hancock Funds II - Multimanager 2030 Lifetime Portfolio Class A 3
Adirondack Funds 3
Destrier Capital Management Llc 3
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
Finley Financial, LLC 3
GFGF - EA Series Trust - Guru Favorite Stocks ETF 3
Salient MF Trust 3
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 3
FYAIX - Access One Trust - ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS 3
Lighthouse Financial LLC 3
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 3
Brandywine Trust Co 3
Sky Investment Counsel Inc 3
Brewster Financial Planning LLC 3
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
Blodgett Wealth Advisors, Llc 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
THRC Management, LLC 3
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA 3
Globe Life Inc. 3
Refined Wealth Management 3
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 3
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Asset Allocation - Conservative VP Initial 3
Three Bays Capital Lp 3
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 3
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 3
Trident IV LP 3
Dtf Tax-free Income Inc 3
Crake Asset Management LLP 3
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 3
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1 3
DME Capital Management, LP 3
Jnl Series Trust - Jnl/invesco China-india Fund (a) 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
Oaktree Funds 3
STONE RIDGE TRUST - LIFEX Inflation-Protected Income Fund 1962M 3
Sander Capital Advisors Inc 3
Hawk Ridge Capital Management Lp 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
Woodbine Capital Advisors LP 3
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 3
MMDRX - MADISON FUNDS - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 3
Base Wealth Management LLC 3
JPY - Lazard Active ETF Trust - Lazard Japanese Equity ETF 3
Clarion Wealth Managment Partners, LLC 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
Seneca Financial Advisors LLC 3
Cypress Capital Advisors, LLC 3
Elevation Series Trust - TrueShares Active Yield ETF 3
Prospera Capital Management, LLC 3
V. M. Manning & Co., Inc. 3