Electric, Gas, And Sanitary Services - Largest Owners in this Industry

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

Investor Number of Known Investments
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 1844
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 1779
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 1770
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 1574
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 1561
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 1510
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 1446
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 1333
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 1311
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 1291
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 1287
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 1123
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 1085
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 984
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 978
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 897
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 871
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 864
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 836
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 836
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 827
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 808
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 807
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 804
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 767
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 763
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 753
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 695
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 685
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 684
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 672
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 661
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 655
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 646
MASTER BOND LLC - Master Total Return Portfolio 642
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 641
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 625
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 619
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 617
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 614
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 608
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 606
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 606
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 605
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 599
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 598
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 580
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 578
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 575
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 571
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 569
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 568
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 567
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 557
Six Circles Trust - Six Circles Global Bond Fund 555
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 553
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 543
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 542
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 533
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 528
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 527
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 526
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 508
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 500
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 499
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 493
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 493
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 493
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 490
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 489
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 488
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 486
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 484
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 482
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 480
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 480
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 475
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 472
BRACX - Blackrock Allocation Target Shares - Bats Series C 469
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 466
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 465
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 460
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 449
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 444
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 442
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 442
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 438
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 437
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 435
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 434
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 432
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 428
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 426
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 422
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 422
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 414
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 409
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 403
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 403
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 403
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 402
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 401
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 399
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 399
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 398
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 393
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 392
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 388
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 387
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 387
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 385
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 379
NOBOX - Northern Funds - Northern Bond Index Fund 377
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 377
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 372
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 371
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 370
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 369
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 366
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 360
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 359
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 353
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 349
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 348
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 347
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 341
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 339
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 338
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 338
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 338
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 336
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 332
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 329
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 322
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 320
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 319
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 317
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 317
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 309
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 309
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 305
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 304
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 303
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 302
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 302
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 301
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 301
UBS Group AG 297
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 297
Bank Of America Corp /de/ 296
Morgan Stanley 295
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 295
Nuveen Real Asset Income & Growth Fund 294
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 293
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 292
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 290
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 289
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 287
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 287
Jpmorgan Chase & Co 285
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 285
Goldman Sachs Group Inc 284
Citadel Advisors Llc 284
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 284
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 284
Royal Bank Of Canada 283
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 282
Susquehanna International Group, Llp 281
Barclays Plc 279
Pacer Advisors, Inc. 279
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 279
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 279
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 278
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 278
Citigroup Inc 278
Wells Fargo & Company/mn 278
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 278
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 278
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 276
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 276
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 275
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 274
Pnc Financial Services Group, Inc. 272
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 272
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 270
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 270
Proequities, Inc. 270
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 270
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 268
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 267
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 267
Tower Research Capital LLC (TRC) 266
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 266
Deutsche Bank Ag\ 265
Millennium Management Llc 264
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 264
Ameriprise Financial Inc 263
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 262
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 262
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 260
BlackRock, Inc. 260
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 260
Jane Street Group, Llc 260
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 259
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 259
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 259
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 258
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 258
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 257
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 256
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 254
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 254
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 253
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 252
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 252
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 251
Fmr Llc 251
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 250
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 250
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 250
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 249
State Street Corp 249
Credit Suisse Ag/ 249
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 248
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 247
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 247
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 246
Invesco Ltd. 245
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 245
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 244
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 244
Blackrock Core Bond Trust 243
BlackRock ETF Trust II - BlackRock Total Return ETF 242
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 242
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 241
Six Circles Trust - Six Circles Credit Opportunities Fund 241
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 240
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 240
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 239
Bank Of Montreal /can/ 237
Manufacturers Life Insurance Company, The 236
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 235
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 234
Northern Trust Corp 233
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 233
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 232
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 230
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 230
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 230
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 230
STFBX - Advisers Investment Trust - State Farm Balanced Fund 229
Renaissance Technologies Llc 229
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 229
Simplex Trading, Llc 228
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 228
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 228
Bnp Paribas Arbitrage, Sa 228
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 227
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 225
Blackrock Corporate High Yield Fund, Inc. 225
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 225
SG Americas Securities, LLC 224
Invesco Bond Fund 224
Nuveen Asset Management, LLC 222
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 222
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 221
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 221
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 221
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 220
Bank of New York Mellon Corp 220
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 220
Blackrock Ltd Duration Income Trust 220
IFP Advisors, Inc 218
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 218
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 218
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 218
Group One Trading, L.p. 217
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 217
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 217
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 217
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 216
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 216
Blackrock Credit Allocation Income Trust 215
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 215
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 215
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 214
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 213
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 213
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 213
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 213
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 213
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 213
Virtu Financial LLC 212
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 212
Geode Capital Management, Llc 211
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 210
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 210
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 210
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 210
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 210
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 209
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 209
American International Group, Inc. 208
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 208
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 208
Marshall Wace, Llp 208
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 208
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 207
Us Bancorp \de\ 207
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 207
Creative Planning 207
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 207
Parametric Portfolio Associates Llc 207
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 206
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 206
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 206
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 206
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 204
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 204
D. E. Shaw & Co., Inc. 203
Vanguard Group Inc 203
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 202
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 202
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 202
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 200
Advisor Group Holdings, Inc. 200
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 200
Alliancebernstein L.p. 200
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 200
Allianz Asset Management GmbH 199
Russell Investments Group, Ltd. 199
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 199
Walleye Trading LLC 198
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 198
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 197
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 197
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 197
Blackrock Multi-sector Income Trust 197
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 196
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 196
Raymond James & Associates 196
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 196
Steward Partners Investment Advisory, Llc 196
Neuberger Berman Group LLC 196
Northwestern Mutual Wealth Management Co 196
Hsbc Holdings Plc 195
First Trust Advisors Lp 195
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 195
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 194
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 194
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 193
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 193
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 193
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 193
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 193
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 193
Cwm, Llc 192
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 192
California Public Employees Retirement System 192
Guggenheim Capital Llc 192
Sei Investments Co 192
Principal Funds Inc 192
Prelude Capital Management, Llc 192
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 192
Ladenburg Thalmann Financial Services Inc 192
Parallax Volatility Advisers, L.P. 191
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 191
Glenmede Trust Co Na 191
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 191
Wolverine Trading, Llc 191
Stifel Financial Corp 190
Bessemer Group Inc 190
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 190
Two Sigma Investments, Lp 190
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 189
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 189
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 189
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 188
Rhumbline Advisers 188
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 188
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 188
Versus Capital Real Assets Fund Llc 188
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 188
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 187
Jefferies Group LLC 187
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 187
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 187
Verition Fund Management LLC 187
Franklin Resources Inc 186
Hrt Financial Lp 186
Nomura Holdings Inc 186
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 186
Envestnet Asset Management Inc 185
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 185
LPL Financial LLC 185
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 185
JNL SERIES TRUST - JNL Bond Index Fund (I) 185
Eaton Vance Ltd Duration Income Fund 184
Advisor Group, Inc. 184
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 184
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 183
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 183
AHIVX - American Century Investment Trust - High Income Fund Investor Class 183
Advisory Services Network, LLC 183
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 183
Wellington Management Group Llp 183
Gsa Capital Partners Llp 183
Quadrant Capital Group Llc 183
Kcg Holdings, Inc. 182
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 182
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 182
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 182
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 182
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 181
Cutler Group LP 181
Fifth Third Bancorp 181
Panagora Asset Management Inc 181
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 180
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 180
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 180
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 180
Advanced Series Trust - Ast Advanced Strategies Portfolio 179
HighTower Advisors, LLC 179
Blackrock Debt Strategies Fund, Inc. 179
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 179
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 179
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 179
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 179
Aqr Capital Management Llc 179
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 179
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 179
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 178
Acadian Asset Management Llc 178
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 178
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 178
Arrowstreet Capital, Limited Partnership 178
Wolverine Asset Management Llc 178
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 177
Comerica Bank 177
Legal & General Group Plc 177
Victory Capital Management Inc 177
Balyasny Asset Management Llc 177
Ubs Ag 177
CIBC Private Wealth Group, LLC 176
Huntington National Bank 176
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 176
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 176
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 176
Advisors Asset Management, Inc. 175
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 175
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 175
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 175
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 174
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 174
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 174
PEAK6 Investments, L.P. 174
Macquarie Group Ltd 174
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 174
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 174
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 174
Van Eck Associates Corp 173
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 173
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 173
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 173
American Century Companies Inc 173
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 173
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 173
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 173
Dimensional Fund Advisors Lp 173
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 172
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 172
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 172
Walleye Capital LLC 172
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 172
Ubs Asset Management Americas Inc 171
First Horizon Advisors, Inc. 171
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 171
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 171
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 170
New York State Common Retirement Fund 169
Quantbot Technologies LP 169
Janney Montgomery Scott LLC 169
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 169
Magnetar Financial LLC 169
Charles Schwab Investment Management Inc 168
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 168
Gabelli Funds Llc 168
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 167
Sonora Investment Management, LLC 167
Brookfield Real Assets Income Fund Inc. 167
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 167
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 167
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 167
Captrust Financial Advisors 167
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 167
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 167
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 167
NOSGX - Northern Funds - Northern Small Cap Value Fund 166
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 166
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 166
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 166
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 165
Raymond James Financial Services Advisors, Inc. 165
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 165
Cubist Systematic Strategies, LLC 165
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 165
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 165
Two Sigma Securities, Llc 165
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 165
Paloma Partners Management Co 164
Squarepoint Ops LLC 164
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 164
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 164
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 164
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 164
Qube Research & Technologies Ltd 164
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 164
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 164
MetLife Securities, Inc 163
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 163
Dnp Select Income Fund Inc 163
Signaturefd, Llc 163
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 162
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 162
Tiaa-cref Funds 162
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 162
Metropolitan Life Insurance Co/ny 161
Federated Hermes, Inc. 161
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 161
Price T Rowe Associates Inc /md/ 161
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 161
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 161
Mirae Asset Global Investments Co., Ltd. 160
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 160
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 160
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 160
Parallel Advisors, LLC 160
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 159
Two Sigma Advisers, Lp 159
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 159
Toronto Dominion Bank 159
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 159
MUFG Americas Holdings Corp 159
NEXT Financial Group, Inc 158
Ameritas Investment Partners, Inc. 158
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 158
Great West Life Assurance Co /can/ 158
Lazard Asset Management Llc 158
BlackRock Investment Management, LLC 157
College Retirement Equities Fund 157
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 157
Voya Investment Management Llc 157
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 157
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 157
Zurcher Kantonalbank (Zurich Cantonalbank) 157
Thrivent Financial For Lutherans 157
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 156
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 156
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 156
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 156
BlueCrest Capital Management Ltd 156
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 156
BlackRock Advisors LLC 155
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 155
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 155
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 155
Russell Frank Co/ 155
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 155
PIMCO FUNDS - PIMCO Sector Fund Series - I 154
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 154
Marshall Wace North America L.P. 154
GWM Advisors LLC 154
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 154
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 154
VCBDX - VALIC Co I - Core Bond Fund 154
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 153
Schonfeld Strategic Advisors LLC 153
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 153
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 153
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 153
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 153
Cambridge Investment Research Advisors, Inc. 153
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 153
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 152
PIMCO FUNDS - PIMCO Short Asset Portfolio 152
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 152
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 152
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 152
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 152
Principal Financial Group Inc 151
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 151
Norges Bank 151
BlackRock Fund Advisors 151
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 150
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 150
Truist Financial Corp 150
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 150
Engineers Gate Manager LP 150
Prudential Financial Inc 150
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 150
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 150
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 150
Public Employees Retirement System Of Ohio 150
Boothbay Fund Management, Llc 149
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 149
TRANSAMERICA FUNDS - Transamerica Core Bond I2 149
State Of Wisconsin Investment Board 149
Clear Street Markets Llc 149
California State Teachers Retirement System 149
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 149
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 149
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 149
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 149
VCAAX - VALIC Co I - Asset Allocation Fund 148
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 148
M&t Bank Corp 148
Mariner, LLC 148
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 148
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 148
Point72 Asset Management, L.P. 148
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 147
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 147
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 147
D.a. Davidson & Co. 147
PEAK6 Investments LLC 147
Tudor Investment Corp Et Al 147
Wells Fargo Utilities & High Income Fund 147
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 146
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 146
Aperio Group, LLC 146
Rockefeller Capital Management L.P. 146
Teacher Retirement System Of Texas 146
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 146
Css Llc/il 146
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 146
Quadrature Capital Ltd 145
ExodusPoint Capital Management, LP 145
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 145
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 145
Jones Financial Companies Lllp 145
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 145
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 145
Clearbridge Investments, LLC 145
First Manhattan Co 144
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 144
Allworth Financial LP 144
Acrospire Investment Management LLC 144
Alliancebernstein Global High Income Fund Inc 144
Ancora Advisors, LLC 144
CENTRAL TRUST Co 144
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 144
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 144
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 143
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 143
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 143
Dynamic Technology Lab Private Ltd 143
Trexquant Investment LP 143
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 143
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 143
A.R.T. Advisors, LLC 142
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 142
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 142
Tortoise Capital Advisors, L.l.c. 142
Nisa Investment Advisors, Llc 142
BlackRock Institutional Trust Company, N.A. 142
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 142
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 142
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 142
Susquehanna Fundamental Investments, Llc 141
TCI Wealth Advisors, Inc. 141
National Asset Management, Inc. 141
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 141
Swiss National Bank 141
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 141
ProShare Advisors LLC 141
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 141
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 141
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 141
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 141
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 141
Global Income Builder Portfolio - Global Income Builder Portfolio 141
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 141
Strs Ohio 140
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 140
Alpine Global Management, LLC 140
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 140
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 140
EverSource Wealth Advisors, LLC 140
Private Advisor Group, LLC 140
MAI Capital Management 140
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 139
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 139
Stratos Wealth Partners, LTD. 139
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 139
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 139
Raymond James Financial Inc 139
Alps Advisors Inc 139
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 139
PDT Partners, LLC 139
WFG Advisors, LP 139
Jump Financial, LLC 139
Meeder Asset Management Inc 139
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 139
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 139
Canada Pension Plan Investment Board 139
Global Retirement Partners, LLC 139
Jennison Associates Llc 139
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 138
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 138
Natixis 138
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 138
Cohen & Steers Infrastructure Fund Inc 138
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 138
KBC Group NV 138
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 138
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 138
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 138
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 138
Centiva Capital, LP 138
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 138
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 138
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 137
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 137
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 137
Nomura Asset Management Co Ltd 137
John Hancock Income Securities Trust 137
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 137
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 137
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 137
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 137
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 137
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 137
Oppenheimer & Co Inc 137
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 136
Brookfield Asset Management Inc. 136
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 136
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 136
Cnh Partners Llc 136
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 136
Amalgamated Bank 136
Bokf, Na 135
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 135
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 135
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 135
Blair William & Co/il 135
Td Asset Management Inc 135
State of New Jersey Common Pension Fund D 135
BlackRock Group LTD 135
OMERS ADMINISTRATION Corp 135
MetLife Investment Management, LLC 135
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 135
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 135
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 135
DekaBank Deutsche Girozentrale 134
AMP Capital Investors Ltd 134
Assetmark, Inc 134
Enterprise Financial Services Corp 134
Janus Henderson Group Plc 134
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 134
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 134
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 134
Mfs Charter Income Trust 134
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 134
Private Trust Co Na 134
Brown Brothers Harriman & Co 134
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 133
Man Group plc 133
Highbridge Capital Management Llc 133
Massachusetts Financial Services Co /ma/ 133
Glassman Wealth Services 133
Parkside Financial Bank & Trust 133
VDAFX - VALIC Co I - Dynamic Allocation Fund 133
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 133
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 133
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 132
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 132
FundVantage Trust - Verplanck Balanced Fund 132
Mackenzie Financial Corp 132
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 132
Mfs Multimarket Income Trust 132
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 132
Zimmer Partners, LP 132
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 132
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 132
Farther Finance Advisors, LLC 132
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 132
State Board Of Administration Of Florida Retirement System 131
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 131
Commonwealth Equity Services, Llc 131
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 131
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 131
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 131
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 131
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 131
American Portfolios Advisors 131
XTX Topco Ltd 131
Ing Groep Nv 131
Oxford Asset Management Llp 131
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 131
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 131
Vident Investment Advisory, LLC 130
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 130
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 130
Cetera Advisor Networks LLC 130
Hbk Investments L P 130
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 130
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 130
Credit Agricole S A 130
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 130
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 130
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 130
Benjamin F. Edwards & Company, Inc. 129
GAMMA Investing LLC 129
LMR Partners LLP 129
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 129
Proficio Capital Partners LLC 129
Nuveen Multi-Asset Income Fund 129
Healthcare Of Ontario Pension Plan Trust Fund 129
Rational Advisors Llc 129
Federation des caisses Desjardins du Quebec 129
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 129
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 128
Teachers Advisors, Llc 128
Spot Trading L.L.C 128
Schroder Investment Management Group 128
Brookfield Infrastructure Income Fund Inc. 128
Gradient Investments LLC 128
Capstone Investment Advisors, Llc 128
Oppenheimer Funds Inc 128
Sterling Capital Management LLC 128
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 128
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 128
Putnam Investments Llc 128
Vantagepoint Funds 127
Polar Asset Management Partners Inc. 127
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 127
Lindbrook Capital, Llc 127
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 127
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 127
Whittier Trust Co 127
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 127
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 127
QS Investors, LLC 127
Eaton Vance Management 127
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 126
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 126
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 126
Sofos Investments, Inc. 126
O'shaughnessy Asset Management, Llc 126
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 126
Tiaa Cref Investment Management Llc 126
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 126
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 126
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 125
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 125
Gabelli Utility Trust 125
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 125
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 125
Alberta Investment Management Corp 125
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 125
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 125
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 124
Connor, Clark & Lunn Investment Management Ltd. 124
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 124
Massmutual Trust Co Fsb/adv 124
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 124
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 124
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 124
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 124
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 124
Penserra Capital Management LLC 124
Voloridge Investment Management, Llc 124
First Republic Investment Management, Inc. 124
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 124
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 124
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 124
Weiss Multi-Strategy Advisers LLC 124
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 124
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 124
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 123
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 123
Cresset Asset Management, LLC 123
Dupont Capital Management Corp 123
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 123
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 123
Wealthspire Advisors, L.P. 123
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 123
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 123
Los Angeles Capital Management Llc 123
BlackRock ETF Trust II - BlackRock Flexible Income ETF 123
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 123
HAP Trading, LLC 123
Regions Financial Corp 123
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 123
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 123
Bank Of Nova Scotia 123
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 122
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 122
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 122
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 122
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 122
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 122
CIBC Asset Management Inc 122
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 122
Commonwealth Equity Services, Inc 122
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 122
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 122
Adage Capital Partners Gp, L.l.c. 122
Ronald Blue Trust, Inc. 122
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 122
Global X Management CO LLC 122
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 122
Cohen & Steers, Inc. 122
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 121
Suntrust Banks Inc 121
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 121
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 121
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 121
Atria Investments Llc 121
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 121
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 121
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 121
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 121
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 121
Nationwide Fund Advisors 121
Ergoteles LLC 121
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 121
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 121
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 120
Geneos Wealth Management Inc. 120
Umb Bank N A/mo 120
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 120
Private Capital Group, LLC 120
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 120
SBI Securities Co., Ltd. 120
Howe & Rusling Inc 120
North Star Investment Management Corp. 120
State of Tennessee, Treasury Department 120
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 120
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 120
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 120
Baird Financial Group, Inc. 120
Point72 Hong Kong Ltd 120
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 120
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 120
Jane Street Holding, LLC 120
Sowell Financial Services LLC 119
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 119
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 119
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 119
Gabelli Global Utility & Income Trust 119
Gamco Investors, Inc. Et Al 119
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 119
Ground Swell Capital, LLC 119
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 119
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 119
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 119
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 119
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 119
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 118
Brookstone Capital Management 118
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 118
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 118
Y-Intercept (Hong Kong) Ltd 118
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 118
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 118
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 118
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 118
Seacrest Wealth Management, Llc 118
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 118
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 118
Vanguard World Fund 117
GAM Holding AG 117
Harbour Investments, Inc. 117
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 117
VCSBX - VALIC Co II - Strategic Bond Fund 117
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 117
Allspring Global Investments Holdings, LLC 117
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 117
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 117
Oregon Public Employees Retirement Fund 116
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 116
Amundi Pioneer Asset Management Inc 116
Jfs Wealth Advisors, Llc 116
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 116
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 116
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 116
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 116
Mason Street Advisors, Llc 116
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 116
Emerald Acquisition Ltd. 116
Virtus Global Dividend & Income Fund Inc. 116
Claymore Exchange-traded Fund Trust 116
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 116
Keybank National Association/oh 115
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 115
John Hancock Hedged Equity & Income Fund 115
State Farm Mutual Fund Trust 115
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 115
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 115
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 115
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 115
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 115
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 115
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 115
Cetera Investment Advisers 115
Berman Capital Advisors, LLC 115
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 115
BNP Paribas Asset Management Holding S.A. 115
Fox Run Management, L.l.c. 115
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 115
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 115
AdvisorNet Financial, Inc 115
Calamos Strategic Total Return Fund 115
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 115
Hartford Mutual Funds Inc/ct 115
Hudson Bay Capital Management LP 115
PENN SERIES FUNDS INC - International Equity Fund 115
Arizona State Retirement System 115
Campbell & CO Investment Adviser LLC 115
Municipal Employees' Retirement System of Michigan 114
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 114
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 114
Trust Co Of Vermont 114
Carroll Financial Associates, Inc. 114
GGBFX - GuideStone Funds - Global Bond Fund Investor 114
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 114
Laurion Capital Management LP 114
Catalyst Capital Advisors LLC 114
Fort Washington Investment Advisors Inc /oh/ 114
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 114
Stevens Capital Management Lp 114
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 114
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 114
Winton Capital Group Ltd 114
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 114
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 114
Martingale Asset Management L P 113
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 113
Public Employees Retirement Association Of Colorado 113
Landscape Capital Management, L.l.c. 113
Cerity Partners LLC 113
Kayne Anderson Capital Advisors Lp 113
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 113
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 113
Wells Fargo Global Dividend Opportunity Fund 113
Sumitomo Mitsui Trust Holdings, Inc. 113
Pictet Asset Management Ltd 113
United Services Automobile Association 113
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 113
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 113
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 113
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 113
Natixis Advisors, L.p. 112
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 112
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 112
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 112
Securian Asset Management, Inc 112
Smartleaf Asset Management LLC 112
Ubs Oconnor Llc 112
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 112
Axa S.a. 112
Loomis Sayles & Co L P 112
Commonwealth Bank Of Australia 112
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 112
Advanced Series Trust - Ast High Yield Portfolio 112
Gotham Asset Management, LLC 112
Teachers Retirement System Of The State Of Kentucky 112
Farmers & Merchants Investments Inc 112
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 112
Financial Architects, Inc 111
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 111
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 111
Airain ltd 111
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 111
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 111
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 111
Tocqueville Asset Management L.p. 111
Westwood Holdings Group Inc 111
Vanguard Whitehall Funds 111
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 111
GIMFX - GMO TRUST - GMO Implementation Fund 111
Sandy Spring Bank 111
SRS Capital Advisors, Inc. 111
Skopos Labs, Inc. 111
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 111
Neuberger Berman High Yield Strategies Fund Inc. 111
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 111
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 111
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 111
Nordea Investment Management Ab 111
Miller Howard Investments Inc /ny 111
National Bank Of Canada /fi/ 111
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 111
NumerixS Investment Technologies Inc 111
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 111
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 111
Northwestern Mutual Investment Management Company, Llc 110
Covestor Ltd 110
Virginia Retirement Systems Et Al 110
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 110
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 110
Versant Capital Management, Inc 110
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 110
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 110
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 110
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 110
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 110
Asset Management One Co., Ltd. 110
Manchester Capital Management LLC 110
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 110
National Planning Corp 110
Managed Account Advisors Llc 110
Usca Ria Llc 110
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 110
JNBA Financial Advisors 110
Spire Wealth Management 109
Plante Moran Financial Advisors, LLC 109
Cornerstone Planning Group LLC 109
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 109
QCVAX - Clearwater Investment Trust - Clearwater International Fund 109
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 109
Larson Financial Group LLC 109
Duff & Phelps Investment Management Co 109
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 109
FDx Advisors, Inc. 109
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 109
BlackRock Credit Strategies Fund 109
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 109
VCCBX - VALIC Co II - Core Bond Fund 109
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 109
Agf Investments Inc. 109
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 109
Nuveen, LLC 109
LS Investment Advisors, LLC 109
Reilly Financial Advisors, Llc 109
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 109
Amundi 109
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 109
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 109
Profund Advisors Llc 108
FineMark National Bank & Trust 108
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 108
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 108
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 108
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 108
Public Sector Pension Investment Board 108
Coldstream Capital Management Inc 108
Shell Asset Management Co 108
Aquatic Capital Management LLC 108
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 108
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 108
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 108
Zacks Investment Management 108
Mitsubishi UFJ Trust & Banking Corp 108
Oppenheimer Etf Trust 108
Toroso Investments, LLC 108
Mercer Global Advisors Inc /adv 108
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 108
Tfs Capital Investment Trust 107
Vanguard Index Funds 107
Liberty Mutual Group Asset Management Inc. 107
Karp Capital Management Corp 107
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 107
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 107
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 107
Barings Llc 107
PACIFIC SELECT FUND - Core Income Portfolio Class I 107
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 107
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 107
Sunbelt Securities, Inc. 107
IWV - iSHARES TRUST - iShares Russell 3000 ETF 106
Belpointe Asset Management LLC 106
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 106
State Farm Variable Product Trust 106
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 106
Rehmann Capital Advisory Group 106
Summit Trail Advisors, Llc 106
Daiwa Securities Group Inc. 106
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 106
Crossmark Global Holdings, Inc. 106
Pathstone Family Office, Llc 106
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 106
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 106
Driehaus Capital Management Llc 106
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 106
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 105
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 105
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 105
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 105
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 105
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 105
High Income Opportunities Portfolio - High Income Opportunities Portfolio 105
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 105
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 105
Boston Private Wealth Llc 105
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 105
Advisory Research Inc 105
Clinton Group Inc 105
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 105
Principal Securities, Inc. 105
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 105
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 105
Cushing Asset Management, Lp 105
CI Private Wealth, LLC 105
Spirit Of America Management Corp/ny 105
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 104
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 104
PineBridge Investments, L.P. 104
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 104
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 104
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 104
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 104
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 104
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 104
Winslow, Evans & Crocker, Inc. 104
Sanctuary Wealth Advisors, LLC 104
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 104
Eqis Capital Management, Inc. 104
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 104
Capital Fund Management S.a. 104
Aigen Investment Management, Lp 104
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 104
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 103
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 103
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 103
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 103
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 103
Assenagon Asset Management S.A. 103
Brown Advisory Inc 103
Pictet Asset Management Holding SA 103
Exchange Traded Concepts, Llc 103
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 103
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 103
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 103
Highlander Capital Management, LLC 103
Wells Fargo Multi-sector Income Fund 103
Delaware Enhanced Global Dividend & Income Fund 103
Synovus Financial Corp 102
True Wealth Design, LLC 102
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 102
Patriot Financial Group Insurance Agency, LLC 102
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 102
FNY Investment Advisers, LLC 102
Weiss Asset Management LP 102
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 102
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 102
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 102
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 102
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 102
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 102
Prospera Financial Services Inc 102
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 102
FEDERATED CORE TRUST - High Yield Bond Portfolio 102
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 102
Jacobs Levy Equity Management, Inc 102
JustInvest LLC 102
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 101
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 101
Deere & Co 101
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 101
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 101
Cetera Advisors LLC 101
Lord, Abbett & Co. Llc 101
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 101
Hillsdale Investment Management Inc. 101
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 101
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 101
Vestcor Inc 101
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 101
Stephens Inc /ar/ 101
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 101
Cornerstone Advisors, Inc. 101
FORA Capital, LLC 101
New York State Teachers Retirement System 101
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 101
Chicago Partners Investment Group LLC 101
Evercore Wealth Management, LLC 101
Quantitative Systematic Strategies LLC 101
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 101
Sei Trust Co 101
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 101
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 101
State of Wyoming 101
Bell Investment Advisors, Inc 100
World Asset Management Inc 100
Ellington Management Group Llc 100
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 100
Pictet Asset Management Sa 100
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 100
HITE Hedge Asset Management LLC 100
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 100
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 100
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 100
Fieldpoint Private Securities, LLC 100
Old Mission Capital Llc 100
Valeo Financial Advisors, LLC 100
Flagship Harbor Advisors, Llc 100
Global X Funds 100
Nine Chapters Capital Management LLC 99
United Capital Financial Advisers, Llc 99
Financial Gravity Companies, Inc. 99
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 99
Eagle Global Advisors Llc 99
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 99
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 99
Graham Capital Management, L.P. 99
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 99
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 99
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 99
Skandinaviska Enskilda Banken AB (publ) 99
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 99
Seven Eight Capital, Lp 99
Piedmont Investment Advisors Llc 99
Grantham, Mayo, Van Otterloo & Co. LLC 99
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 99
Putnam Premier Income Trust 99
RidgeWorth Capital Management LLC 99
Occudo Quantitative Strategies Lp 98
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 98
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 98
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 98
Orion Portfolio Solutions, LLC 98
Oppenheimer Asset Management Inc. 98
Moors & Cabot, Inc. 98
Mutual Of America Capital Management Llc 98
Money Concepts Capital Corp 98
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 98
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 98
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 98
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 98
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 98
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 98
IndexIQ Advisors LLC 98
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 98
International Assets Investment Management, Llc 98
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 98
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 98
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 98
Quantinno Capital Management LP 98
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 98
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 98
Gemmer Asset Management LLC 98
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 98
CWM Advisors, LLC 97
CIBC World Markets Inc. 97
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 97
Smithfield Trust Co 97
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 97
We Are One Seven, LLC 97
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 97
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 97
Sculptor Capital LP 97
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 97
Police & Firemen's Retirement System of New Jersey 97
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 97
AE Wealth Management LLC 97
Centaurus Financial, Inc. 97
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 97
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 97
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 97
Whittier Trust Co Of Nevada Inc 97
Ellevest, Inc. 97
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 97
Numeric Investors Llc 97
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 97
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 96
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 96
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 96
Quantamental Technologies LLC 96
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 96
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 96
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 96
Cibc World Markets Corp 96
Intech Investment Management Llc 96
Yousif Capital Management, Llc 96
Financial Management Professionals, Inc. 96
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 96
Mackay Shields Llc 96
Blueshift Asset Management, LLC 96
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 96
San Francisco Sentry Investment Group (ca) 96
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 96
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 96
New America High Income Fund Inc 96
Putnam Master Intermediate Income Trust 96
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 96
BlackRock Japan Co. Ltd 96
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A 95
Capital Advisors, Ltd. LLC 95
Corebridge Financial, Inc. 95
Ballentine Partners, LLC 95
Versor Investments LP 95
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 95
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 95
Bayesian Capital Management, LP 95
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 95
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 95
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 95
Checchi Capital Advisers, LLC 95
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 95
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 95
Veritable, L.P. 95
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 95
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 95
Commerzbank Aktiengesellschaft /fi 95
Societe Generale 95
Bartlett & Co. LLC 95
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 95
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 95
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 94
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 94
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 94
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 94
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 94
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 94
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 94
BRYN MAWR TRUST Co 94
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 94
Mirabella Financial Services Llp 94
Ontario Teachers Pension Plan Board 94
Ensign Peak Advisors, Inc 94
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 94
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 94
Wealth Enhancement Advisory Services, Llc 94
Jefferies Financial Group Inc. 94
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 94
SJS Investment Consulting Inc. 94
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 94
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 94
Capstone Asset Management Co 94
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 94
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 94
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 94
Aviva Plc 94
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 94
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 94
APG Asset Management N.V. 94
Ajo, Lp 94
Moore Capital Management, Lp 94
Tompkins Financial Corp 93
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 93
Paradigm Asset Management Co Llc 93
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 93
TD Waterhouse Canada Inc. 93
Tarbox Family Office, Inc. 93
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 93
Fortitude Family Office, LLC 93
Wedbush Securities Inc 93
Hexagon Capital Partners LLC 93
Rothschild Investment Llc 93
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 93
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 93
Pathstone Holdings, LLC 93
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 93
NN Investment Partners Holdings N.V. 93
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 93
Picton Mahoney Asset Management 93
Schubert & Co 93
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 93
Virtus ETF Advisers LLC 93
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 93
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A 93
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 93
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 93
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 93
Texas Permanent School Fund 93
Thompson Siegel & Walmsley Llc 92
Pinnacle Wealth Planning Services, Inc. 92
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 92
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 92
Americafirst Capital Management, Llc 92
Caitong International Asset Management Co., Ltd 92
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 92
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 92
Ameritas Investment Corp 92
TPH Asset Management, LLC 92
State of Alaska, Department of Revenue 92
CoreCap Advisors, LLC 92
Nbc Securities, Inc. 92
Rafferty Asset Management, LLC 92
Cbre Clarion Securities Llc 92
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 92
FinTrust Capital Advisors, LLC 92
Salem Investment Counselors Inc 92
Visium Asset Management, LP 92
Johnson Financial Group, Inc. 92
Guardian Wealth Advisors, LLC 92
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 92
NewSquare Capital LLC 92
Brandywine Global Investment Management, LLC 92
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 92
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 92
Moody National Bank Trust Division 92
Profunds - Profund Vp Oil & Gas 92
Employees Retirement System of Texas 92
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 92
Motco 92
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 91
Shelton Capital Management 91
Cornerstone Capital Management Holdings Llc. 91
Balentine LLC 91
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 91
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 91
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 91
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 91
Venturi Wealth Management, LLC 91
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 91
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 91
Thompson Davis & Co., Inc. 91
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 91
Robeco Institutional Asset Management B.V. 91
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 91
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 91
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 91
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 91
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 91
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 91
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 91
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 91
John Hancock Preferred Income Fund Ii 91
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 91
Wipfli Financial Advisors Llc, 91
Brevan Howard Capital Management LP 91
Candriam Luxembourg S.C.A. 91
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 91
John Hancock Preferred Income Fund 90
Luminus Management Llc 90
Citizens Financial Group Inc/ri 90
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 90
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 90
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 90
Cullen/frost Bankers, Inc. 90
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 90
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 90
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 90
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 90
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 90
Kestra Advisory Services, LLC 90
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 90
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 90
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 90
Louisiana State Employees Retirement System 90
AGF Investments LLC 90
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 90
Sawtooth Solutions, LLC 90
Dark Forest Capital Management Lp 90
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 90
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 90
Ci Investments Inc. 90
John Hancock Preferred Income Fund Iii 90
Assured Investment Management LLC 90
New England Securities Corp /MA/ 90
Old Mutual Customised Solutions (proprietary) Ltd 90
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 90
Blackstone Group Inc 90
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 90
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 89
Analytic Investors, LLC 89
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 89
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 89
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 89
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 89
Wells Fargo Income Opportunities Fund 89
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 89
Independent Advisor Alliance 89
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 89
Hm Payson & Co 89
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 89
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 89
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 89
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 89
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 89
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 89
Valley National Advisers Inc 89
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 89
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 89
Capital Performance Advisors Llp 89
First Citizens Bank & Trust Co 89
Evergreen Capital Management Llc 89
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 89
John Hancock Tax-advantaged Dividend Income Fund 89
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 89
Brinker Capital Investments, LLC 89
Rydex Etf Trust 89
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 89
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 89
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 89
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 89
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 88
Hancock Whitney Corp 88
Diversified Trust Co 88
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 88
Evoke Wealth, Llc 88
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 88
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 88
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 88
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 88
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 88
Bb&t Securities, Llc 88
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 88
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 88
Regal Investment Advisors LLC 88
SAC Capital Advisors LP 88
Creative Financial Designs Inc /adv 88
First Allied Advisory Services, Inc. 88
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 88
Holocene Advisors, LP 88
Alyeska Investment Group, L.P. 88
John Hancock Premium Dividend Fund 88
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 88
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 88
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 88
ClariVest Asset Management LLC 88
Cipher Capital LP 88
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 88
Energy Income Partners, LLC 88
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 88
Mml Investors Services, Llc 88
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 88
Bridgeway Capital Management Inc 88
Quarry LP 88
Hennessy Advisors Inc 87
Riverhead Capital Management Llc 87
James Investment Research Inc 87
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 87
Calamos Global Dynamic Income Fund 87
Irish Life Investment Managers Ltd. 87
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 87
Washington Trust Bank 87
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 87
Gabelli Dividend & Income Trust 87
Baird Robert W & Co Inc /wi/ 87
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 87
Sciencast Management LP 87
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 87
VTL Associates, LLC 87
PIMCO Energy & Tactical Credit Opportunities Fund 87
Asset Dedication, LLC 87
SOUTH STATE Corp 87
Optimum Investment Advisors 87
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 87
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 87
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 87
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 87
WASHINGTON TRUST Co 87
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 87
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 87
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 86
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 86
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 86
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 86
Regentatlantic Capital Llc 86
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 86
First Quadrant L P/ca 86
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 86
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 86
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 86
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 86
Commerce Bank 86
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 86
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 86
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 86
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 86
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 86
Wealthcare Advisory Partners LLC 86
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 86
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 86
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 86
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 86
Twin Peaks Wealth Advisors, LLC 86
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 86
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 86
IHT Wealth Management, LLC 86
Timber Hill LLC 86
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 86
Princeton Alpha Management LP 86
BNP Paribas Investment Partners S.A. 86
Reaves W H & Co Inc 86
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 85
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 85
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 85
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 85
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 85
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 85
Westport Resources Management Inc 85
Lee Financial Co 85
Td Private Client Wealth Llc 85
Jacobi Capital Management LLC 85
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 85
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 85
Quest Partners LLC 85
FIL Ltd 85
First Hawaiian Bank 85
Amalgamated Financial Corp. 85
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 85
Menta Capital Llc 85
Levin Capital Strategies, L.p. 85
Hartland & Co., LLC 85
Caption Management, LLC 85
Bartlett & Co. Wealth Management Llc 85
Financial Advocates Investment Management 85
DRW Securities, LLC 85
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 85
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 85
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 85
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 85
Old Mutual Global Investors (UK) Ltd. 85
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 85
Element Capital Management Llc 85
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 85
Kayne Anderson Midstream/energy Fund, Inc. 85
Point72 (DIFC) Ltd 85
Sequoia Financial Advisors, LLC 84
Steward Financial Group LLC 84
Convergence Investment Partners, LLC 84
Prestige Wealth Management Group LLC 84
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 84
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 84
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 84
Hemington Wealth Management 84
Western Asset Investment Grade Defined Opportunity Trust Inc. 84
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 84
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 84
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 84
Algert Global Llc 84
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 84
BRASX - Blackrock Allocation Target Shares - Bats Series S 84
Twin Tree Management, LP 84
Great Lakes Advisors, Llc 84
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 84
Bluefin Trading, LLC 84
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 84
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 84
Prudential Plc 84
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 84
Wunderlich Securities, Inc. 84
Disciplined Investments, LLC 84
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 84
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 84
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 84
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 84
Avantax Advisory Services, Inc. 83
Janney Capital Management LLC 83
Silvercrest Asset Management Group Llc 83
Atria Wealth Solutions, Inc. 83
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 83
Cadence Capital Management Llc 83
Snowden Capital Advisors LLC 83
Harbor Investment Advisory, Llc 83
Chicago Equity Partners Llc 83
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 83
Optiver Holding B.V. 83
Meridian Wealth Partners, LLC 83
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 83
Bridgefront Capital, LLC 83
Twinbeech Capital Lp 83
Sigma Planning Corp 83
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 83
Delta Asset Management Llc/tn 83
Insight Select Income Fund 83
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 83
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 83
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 83
Maven Securities LTD 83
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 83
Raymond James Trust N.a. 83
Tfs Capital Llc 83
State Of Michigan Retirement System 83
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 83
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 83
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 83
Calamos Advisors LLC 83
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 83
Dubuque Bank & Trust Co 83
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 83
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 83
Covalis Capital Llp 82
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 82
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 82
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 82
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 82
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 82
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 82
EntryPoint Capital, LLC 82
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 82
Vident Advisory, LLC 82
Sound Income Strategies, LLC 82
Carlson Capital L P 82
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 82
Point72 Middle East FZE 82
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 82
New York Life Investment Management Llc 82
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 82
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 82
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 82
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 82
Pimco Corporate & Income Opportunity Fund 82
First Mercantile Trust Co 82
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 82
Resources Investment Advisors, LLC. 82
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 82
Focused Wealth Management, Inc 82
Wexford Capital Lp 82
MCF Advisors LLC 82
Westpac Banking Corp 82
Point72 Asia (Singapore) Pte. Ltd. 82
Ethic Inc. 82
Maryland State Retirement & Pension System 82
Integrated Wealth Management 82
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 82
Knight Capital Group, Inc. 82
WealthPLAN Partners, LLC 81
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 81
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 81
Headlands Technologies LLC 81
Advantage Investment Management, Llc 81
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 81
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 81
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 81
Caisse De Depot Et Placement Du Quebec 81
Capital Guardian Trust Co 81
Northern Trust Co Of Connecticut 81
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 81
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 81
Avion Wealth 81
Zions Bancorporation 81
Index Management Solutions, LLC 81
Pine River Capital Management L.P. 81
Calamos Convertible Opportunities & Income Fund 81
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 81
CPSIX - Unified Series Trust - Fci Bond Fund 81
Colony Group Llc 81
Versus Capital Infrastructure Income Fund 81
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 81
Hantz Financial Services, Inc. 81
Cornercap Investment Counsel Inc 81
Calamos Convertible & High Income Fund 81
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 81
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 81
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 81
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 81
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 81
Summit Global Investments 80
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 80
Ameritas Advisory Services, LLC 80
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 80
Private Wealth Management Group, LLC 80
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 80
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 80
Baldwin Brothers Inc/ma 80
Boston Partners 80
Baystate Wealth Management LLC 80
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 80
Castleton Investment Management LLC 80
Calvert Investment Management, Inc. 80
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 80
First Personal Financial Services 80
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 80
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 80
Csenge Advisory Group 80
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 80
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 80
ORG Partners LLC 80
Newbridge Financial Services Group, Inc. 80
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 80
Pnc Funds 80
Wetherby Asset Management Inc 80
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 80
CenterStar Fund, LLC 80
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 80
Mather Group, Llc. 80
Aster Capital Management (DIFC) Ltd 80
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 80
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 80
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 80
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 80
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 79
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 79
Boston Private Bank & Trust Co 79
Tortoise Power & Energy Infrastructure Fund Inc 79
Jupiter Asset Management Ltd 79
People's United Financial, Inc. 79
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 79
Freestone Capital Holdings, LLC 79
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 79
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 79
AHL Partners LLP 79
Weiss Strategic Interval Fund 79
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 79
Lenox Wealth Advisors, LLC 79
Catalyst Funds Management Pty Ltd 79
Bogart Wealth, LLC 79
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 79
Pimco Dynamic Income Fund 79
Greenland Capital Management LP 79
Warren Averett Asset Management, LLC 79
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 79
Symphony Asset Management Llc 79
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 79
Sargent Bickham Lagudis LLC 79
Xponance, Inc. 79
Capital Analysts, Inc. 79
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 79
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 79
C M Bidwell & Associates Ltd 78
Retirement Systems of Alabama 78
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 78
Moneta Group Investment Advisors Llc 78
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 78
Shapiro Robert N 78
Mount Yale Investment Advisors, LLC 78
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 78
Perella Weinberg Partners Capital Management LP 78
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 78
Nebula Research & Development LLC 78
Fs Credit Income Fund 78
Empowered Funds, LLC 78
Mizuho Securities Usa Llc 78
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 78
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 78
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 78
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 78
Teza Capital Management LLC 78
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 78
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 78
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 78
CAPROCK Group, Inc. 78
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 78
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 78
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 78
Dynamic Technology Lab Pte Ltd 78
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 78
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 78
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 78
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 78
Sanctuary Advisors, LLC 78
Western Asset Income Fund 78
Golden State Wealth Management, LLC 77
Calamos Dynamic Convertible & Income Fund 77
Pearl River Capital, LLC 77
Itau Unibanco Holding S.A. 77
Atlantic Trust, LLC 77
UMA Financial Services, Inc. 77
Rialto Wealth Management, LLC 77
Tfo-tdc, Llc 77
Winton Diversified Opportunities Fund 77
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 77
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 77
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 77
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 77
1832 Asset Management L.P. 77
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 77
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 77
Crow Point Partners, LLC 77
GV Financial Advisors 77
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 77
Caxton Associates Lp 77
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 77
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 77
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 77
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 77
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 77
Tortoise Index Solutions, LLC 77
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 77
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 77
Lsv Asset Management 77
Aventail Capital Group, LP 77
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 76
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 76
MML Series Investment Fund II - MML Blend Fund Initial Class 76
Cary Street Partner Investment Advisory Llc 76
Pinnacle Summer Investments, Inc. 76
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 76
Mosaic Family Wealth, LLC 76
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 76
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 76
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 76
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 76
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 76
EBI - RBB Fund Trust - Longview Advantage ETF 76
Edgestream Partners, L.P. 76
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 76
Sutton Wealth Advisors Inc. 76
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 76
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 76
Guggenheim Active Allocation Fund 76
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 76
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 76
Ieq Capital, Llc 76
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 76
Janus Capital Management Llc 76
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 76
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 76
Arkadios Wealth Advisors 76
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 76
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 76
Kepos Capital LP 76
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 76
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 76
Dividend Asset Capital, Llc 76
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 75
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 75
Quantitative Investment Management, LLC 75
Universal- Beteiligungs- und Servicegesellschaft mbH 75
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 75
Yaupon Capital Management LP 75
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 75
American Funds Insurance Series 75
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 75
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 75
Franklin Universal Trust 75
Parkwood LLC 75
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 75
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 75
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 75
PPM Funds - PPM High Yield Core Fund (Inst) 75
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 75
Cable Hill Partners, LLC 75
First Horizon Corp 75
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 75
Lido Advisors, LLC 75
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 75
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 75
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 75
Institutional & Family Asset Management, Llc 75
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 75
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 75
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 75
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 75
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 75
Wealthfront Inc 75
Segall Bryant & Hamill, Llc 75
Northwest & Ethical Investments L.P. 75
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 75
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 75
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 75
Salient Capital Advisors, LLC 75
Rise Advisors, LLC 75
Standard Life Aberdeen plc 75
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 74
Global Financial Private Client, LLC 74
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 74
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 74
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 74
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 74
Utah Retirement Systems 74
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 74
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 74
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 74
Signet Financial Management, Llc 74
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 74
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 74
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 74
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 74
DiNuzzo Private Wealth, Inc. 74
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 74
Soros Fund Management Llc 74
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 74
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 74
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 74
Absolute Return Capital, LLC 74
Stephens Consulting, LLC 74
Voya Infrastructure, Industrials & Materials Fund 74
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 74
Baker Avenue Asset Management, LP 74
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 74
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 74
Duality Advisers, Lp 74
U.S. Capital Wealth Advisors, LLC 74
Cutter & CO Brokerage, Inc. 74
City National Bank 74
VCCCX - VALIC Co I - Capital Conservation Fund 74
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 74
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 73
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 73
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 73
Pimco Strategic Income Fund, Inc 73
DAACX - Adviser Managed Trust - Diversified Equity Fund 73
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 73
Cohen & Steers Mlp Income & Energy Opportunity Fund 73
Forsta Ap-fonden 73
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 73
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 73
Kanaly Trust Co 73
Natixis Investment Managers International 73
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 73
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 73
Mv Capital Management, Inc. 73
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 73
Pimco Corporate & Income Strategy Fund 73
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 73
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 73
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 73
Tcw Group Inc 73
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 73
Gupta Wealth Management LLC 73
Perigon Wealth Management, LLC 73
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 73
PFFD - Global X Funds - Global X U.S. Preferred ETF 73
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 73
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 73
Clear Harbor Asset Management, LLC 73
Stonebridge Capital Advisors LLC 73
Petrus Trust Company, LTA 73
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 73
Edge Advisors, Llc 73
BDO Wealth Advisors, LLC 73
Concord Wealth Partners 73
Ropes Wealth Advisors Llc 73
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 73
Chevy Chase Trust Holdings, Inc. 73
Infrastructure Capital Advisors, Llc 73
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 73
First Financial Corp /in/ 73
Bridgewater Associates, LP 73
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 73
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 73
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 73
Pimco Flexible Credit Income Fund 73
JJJ Advisors Inc. 73
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 73
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 73
Tcwp Llc 73
Avantax Planning Partners, Inc. 73
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 73
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 72
Glenmede Investment Management, LP 72
Kayne Anderson Mlp Investment Co 72
Jaffetilchin Investment Partners, LLC 72
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 72
VGLSX - VALIC Co I - Global Strategy Fund 72
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 72
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 72
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 72
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 72
Pimco High Income Fund 72
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 72
Weld Capital Management Llc 72
Heritage Wealth Advisors 72
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 72
Hartford Investment Management Co 72
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 72
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 72
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 72
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 72
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 72
Texas Yale Capital Corp. 72
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 72
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 72
Invesco High Income Trust Ii 72
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 72
DAVENPORT & Co LLC 72
New Mexico Educational Retirement Board 72
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 72
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 72
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 72
Ab Pooling Portfolios 72
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 72
Elkfork Partners LLC 72
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 72
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 72
Wiley Bros.-aintree Capital, Llc 72
Magellan Asset Management Ltd 72
Zurich Insurance Group Ltd/FI 72
NatWest Group plc 72
Tiedemann Advisors, Llc 72
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 72
Rsm Us Wealth Management Llc 72
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 72
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 72
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 71
Fiera Capital Corp 71
Tokio Marine Asset Management Co Ltd 71
Pimco Income Strategy Fund Ii 71
Continuum Advisory, LLC 71
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 71
Cordant, Inc. 71
Avestar Capital, LLC 71
Longfellow Investment Management Co Llc 71
Axq Capital, Lp 71
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 71
Quent Capital, LLC 71
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 71
GPS Wealth Strategies Group, LLC 71
Electron Capital Partners, LLC 71
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 71
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 71
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 71
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 71
Alphacrest Capital Management Llc 71
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 71
GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF 71
Harel Insurance Investments & Financial Services Ltd. 71
Erste Asset Management GmbH 71
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 71
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 71
Virtus Investment Advisers, Inc. 71
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 71
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 71
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 71
Westside Investment Management, Inc. 71
Wedge Capital Management L L P/nc 71
Stifel Nicolaus & Co Inc \mo\ 71
Kennedy Capital Management, Inc. 71
Savant Capital, LLC 71
Coppell Advisory Solutions LLC 71
BlackRock Capital Allocation Trust 71
Qs Batterymarch Financial Management, Inc 71
FourThought Financial, LLC 71
Compagnie Lombard Odier SCmA 71
John Hancock Investors Trust 71
Prudential Short Duration High Yield Fund, Inc. 71
GeoWealth Management, LLC 71
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 71
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 71
Partnervest Advisory Services LLC 71
Parametrica Management Ltd 71
Johnson Investment Counsel Inc 70
Townsquare Capital Llc 70
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 70
Placemark Investments, Inc. 70
Bay Harbor Wealth Management, LLC 70
Inspire Advisors, LLC 70
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 70
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 70
Neo Ivy Capital Management 70
Hollencrest Capital Management 70
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 70
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 70
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 70
Veriti Management LLC 70
Icon Advisers Inc/co 70
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 70
HYLD - Exchange Listed Funds Trust - High Yield ETF 70
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 70
IWM - iSHARES TRUST - iShares Russell 2000 ETF 70
Agf Management Ltd 70
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 70
Bailard, Inc. 70
INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF 70
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 70
Sherbrooke Park Advisers Llc 70
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 70
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 70
Rare Infrastructure Ltd 70
Eudaimonia Partners, LLC 70
Truvestments Capital Llc 70
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares 70
Liberty Wealth Management Llc 70
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 70
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 70
Duncker Streett & Co Inc 70
Hudock, Inc. 70
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 70
Crewe Advisors LLC 70
BI Asset Management Fondsmaeglerselskab A/S 70
Reaves Utility Income Fund 70
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 70
USA Financial Portformulas Corp 70
Conning Inc. 70
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 70
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 70
Crestline Management, LP 70
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 70
General Motors Investment Management Corp 70
Entropy Technologies, LP 70
Coastal Investment Advisors, Inc. 69
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 69
Illinois Municipal Retirement Fund 69
Inceptionr Llc 69
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 69
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 69
MQS Management LLC 69
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 69
Kistler-Tiffany Companies, LLC 69
Cribstone Capital Management, LLC 69
Wilbanks Smith & Thomas Asset Management Llc 69
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 69
Vigilant Capital Management, LLC 69
Colony Group, LLC 69
URTH - iShares, Inc. - iShares MSCI World ETF 69
Squar Milner Financial Services Llc 69
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 69
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF 69
Capital World Investors 69
Earnest Partners Llc 69
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 69
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 69
Edge Wealth Management LLC 69
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 69
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 69
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 69
Comerica Securities,inc. 69
Envestnet Portfolio Solutions, Inc. 69
State of New Jersey Common Pension Fund A 69
Ashton Thomas Private Wealth, LLC 69
Vantage Investment Advisors, LLC 69
Accurate Wealth Management, LLC 69
Tortoise Investment Management, LLC 69
Scotia Capital Inc. 69
NSIDX - Northern Funds - Northern Small Cap Index Fund 69
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 69
BerganKDV Wealth Management, LLC 69
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 69
Kestra Private Wealth Services, Llc 69
Fisher Asset Management, LLC 69
Eagle Bay Advisors LLC 69
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 68
Transamerica Partners Funds Group Ii 68
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 68
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 68
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 68
Zions Bancorporation, N.A. 68
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 68
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 68
Transamerica Partners Funds Group 68
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 68
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 68
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 68
Oakworth Capital, Inc. 68
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 68
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 68
Exane Derivatives 68
First Trust High Income Long/short Fund 68
Legg Mason Investment Counsel, LLC 68
Pimco Dynamic Credit & Mortgage Income Fund 68
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 68
Arden Investment Series Trust 68
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 68
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 68
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 68
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 68
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 68
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 68
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 68
Parkworth Wealth Management, Inc. 68
Pimco Income Strategy Fund 68
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 68
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 68
Riggs Asset Managment Co. Inc. 68
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 68
Capital Bank & Trust Co 68
Bb&t Investment Services, Inc. 68
Level Four Advisory Services, Llc 68
Tradewinds Capital Management, LLC 68
Hanson & Doremus Investment Management 68
Ledyard National Bank 68
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 68
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 68
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 68
HFM Investment Advisors, LLC 68
Cornerstone Wealth Management, LLC 68
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 68
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 68
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 68
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 68
Highstreet Asset Management Inc. 68
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 68
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 68
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 67
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 67
Hl Financial Services Llc 67
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 67
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 67
First Trust Intermediate Duration Preferred & Income Fund 67
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 67
PENN SERIES FUNDS INC - Small Cap Index Fund 67
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 67
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 67
Principal Diversified Select Real Asset Fund 67
Joel Isaacson & Co., LLC 67
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 67
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 67
Venture Visionary Partners LLC 67
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 67
Profunds - Profund Vp Small-cap 67
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 67
Vanguard Horizon Funds 67
Securian Funds Trust - SFT Core Bond Fund Class 1 67
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 67
Cushing Mlp Total Return Fund 67
Profunds - Profund Vp Ultrasmall-cap 67
Qci Asset Management Inc/ny 67
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 67
Blackrock Utility & Infrastructure Trust 67
GFS Advisors, LLC 67
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 67
Old National Bancorp /in/ 67
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 67
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 67
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 67
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 67
CX Institutional 67
MBOVX - M FUND INC - M Large Cap Value Fund 67
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 67
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 67
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 67
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 67
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 67
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 67
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 67
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 67
Ingalls & Snyder Llc 67
Chilton Capital Management Llc 67
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 67
Oppenheimer Variable Account Funds 67
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 67
Invictus RG Pte. Ltd. 67
NOFIX - Northern Funds - Northern Fixed Income Fund 67
Community Bank, N.A. 67
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 67
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 67
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 66
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 66
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 66
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 66
IBM Retirement Fund 66
Advisors Preferred, LLC 66
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 66
Calamos Global Total Return Fund 66
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 66
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 66
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 66
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 66
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 66
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 66
J.w. Cole Advisors, Inc. 66
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 66
Archford Capital Strategies, LLC 66
MUFG Securities EMEA plc 66
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 66
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 66
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 66
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 66
Abound Wealth Management 66
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 66
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 66
Glen Eagle Advisors, LLC 66
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 66
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 66
Mark Sheptoff Financial Planning, Llc 66
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 66
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 66
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 66
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 66
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 66
City Holding Co 66
Alera Investment Advisors, LLC 66
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 66
Atwood & Palmer Inc 66
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 66
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 66
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 66
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 66
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 66
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 66
Sachetta, LLC 66
Transamerica Financial Advisors, Inc. 66
Boston Income Portfolio - Boston Income Portfolio 65
Cinctive Capital Management LP 65
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 65
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 65
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 65
Cantab Capital Partners LLP 65
Koshinski Asset Management, Inc. 65
Longbow Capital Partners, L.P. 65
Hanseatic Management Services Inc 65
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 65
Hirtle Callaghan & Co LLC 65
Invictus RG 65
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 65
Cohen & Steers Reit & Preferred Income Fund Inc 65
Green Arrow Capital Management Llc 65
Cambridge Trust Co 65
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 65
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 65
Dorsey Wright & Associates 65
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 65
Tsfg, Llc 65
Covington Capital Management 65
Capula Management Ltd 65
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 65
NOCBX - Northern Funds - Northern Core Bond Fund 65
Advisor Partners Ii, Llc 65
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 65
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 65
Meadow Creek Investment Management LLC 65
Peak6 Llc 65
Beacon Capital Management, LLC 65
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 65
Vontobel Holding Ltd. 65
Advent Capital Management /de/ 65
Integral Derivatives, LLC 65
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 65
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 65
Santa Fe Partners LLC 65
Contravisory Investment Management, Inc. 65
Calamos Long/Short Equity & Dynamic Income Trust 65
Donoghue Forlines LLC 65
Kingsview Wealth Management, LLC 65
Mfs Special Value Trust 65
Calton & Associates, Inc. 65
Bollard Group LLC 65
Old Second National Bank Of Aurora 65
Sageworth Trust Co 65
IFM Investors Pty Ltd 65
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 65
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 64
Atom Investors LP 64
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 64
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 64
Gulf International Bank (UK) Ltd 64
Wealthspire Advisors, LLC 64
Leavell Investment Management, Inc. 64
Key FInancial Inc 64
Ausdal Financial Partners, Inc. 64
Shinko Asset Management Co., Ltd. 64
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 64
Wbi Investments, Inc. 64
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 64
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 64
Yorktown Management & Research Co Inc 64
Vantage Consulting Group Inc 64
SpiderRock Trading LLC 64
Everence Capital Management Inc 64
Advisor Partners Llc 64
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 64
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 64
Camarda Financial Advisors, LLC 64
Jain Global LLC 64
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 64
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 64
Navellier & Associates Inc 64
Underlying Funds Trust 64
Simon Quick Advisors, Llc 64
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 64
Horizon Investments, LLC 64
EP Wealth Advisors, Inc. 64
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 64
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 64
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 64
Sierra Ocean, Llc 64
Van Hulzen Asset Management, LLC 64
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 64
Redwood Wealth Management Group, LLC 64
Mycio Wealth Partners, Llc 64
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 64
Duff & Phelps Global Utility Income Fund Inc. 64
Glg Llc 64
Greenleaf Trust 64
Spark Investment Management LLC 64
Laffer Investments 64
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 64
Alpha Windward Llc 64
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 64
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity 63
Dreyfus High Yield Strategies Fund 63
Apollon Wealth Management, LLC 63
First Trust New Opportunities Mlp & Energy Fund 63
GABELLI & Co INVESTMENT ADVISERS, INC. 63
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 63
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 63
GLG Partners LP 63
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 63
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 63
FNY Managed Accounts LLC 63
Horizon Investment Services, LLC 63
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 63
Associated Banc-corp 63
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 63
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 63
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 63
R Squared Ltd 63
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 63
Wesbanco Bank Inc 63
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 63
Kestra Investment Management, LLC 63
Estabrook Capital Management 63
Cohen & Steers Select Preferred & Income Fund, Inc. 63
Mason Street Advisors, Llc 63
Fuller & Thaler Asset Management, Inc. 63
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 63
CSat Investment Advisory, L.P. 63
Carolinas Wealth Consulting Llc 63
Pimco Global Stocksplus & Income Fund 63
Handelsbanken Fonder AB 63
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 63
DC Investments Management, LLC 63
Benjamin Edwards Inc 63
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 63
Altshuler Shaham Ltd 63
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 63
Pimco Income Opportunity Fund 63
I.g. Investment Management, Ltd. 63
Integrated Wealth Concepts LLC 63
BWX - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Treasury Bond ETF 63
Pinnacle Bancorp, Inc. 63
First Trust Mlp & Energy Income Fund 63
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 63
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 63
Tortoise Energy Infrastructure Corp 63
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 63
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 63
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class 63
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 63
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 63
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 62
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 62
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 62
SECOR Capital Advisors, LP 62
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 62
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 62
Edmond De Rothschild Holding S.a. 62
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 62
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 62
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 62
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 62
Water Island Capital Llc 62
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 62
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 62
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 62
First Interstate Bank 62
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 62
Trustcore Financial Services, Llc 62
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 62
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 62
Strategic Wealth Partners, Ltd. 62
Hexavest Inc. 62
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 62
Redpoint Investment Management Pty Ltd 62
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 62
Pendal Group Ltd 62
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 62
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 62
Webster Bank, N. A. 62
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 62
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 62
VCSLX - VALIC Co I - Small Cap Index Fund 62
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 62
Annis Gardner Whiting Capital Advisors, LLC 62
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 62
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 62
Capital Investment Advisory Services, LLC 62
Trust Department Mb Financial Bank N A 62
M&r Capital Management Inc 62
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 62
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 62
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 62
Pinnacle Associates Ltd 62
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 62
Hartford Series Fund Inc 62
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 62
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 62
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 62
Lincoln National Corp 62
Hilltop National Bank 62
Tortoise Essential Assets Income Term Fund 62
LRI Investments, LLC 62
Banque Cantonale Vaudoise 62
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 62
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 62
Capital Asset Advisory Services LLC 62
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 62
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 62
Grove Bank & Trust 62
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 62
GHP Investment Advisors, Inc. 62
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 61
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 61
LGT Financial Advisors LLC 61
Voya Global Equity Dividend & Premium Opportunity Fund 61
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 61
Blackstart Capital LP 61
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 61
Meiji Yasuda Asset Management Co Ltd. 61
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 61
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 61
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 61
First Capital Advisors Group, LLC. 61
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 61
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 61
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 61
Independent Portfolio Consultants, Inc. 61
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 61
Monetary Management Group Inc 61
Pcm Fund, Inc. 61
Six Circles Trust - Six Circles Tax Aware Bond Fund 61
Private Ocean, LLC 61
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 61
Gierl Augustine Investment Management Inc 61
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 61
SLPIX - Profunds - Small-cap Profund Investor Class 61
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 61
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 61
Mfs Intermediate High Income Fund 61
First Trust Energy Infrastructure Fund 61
Cigna Investments Inc /new 61
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 61
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 61
Castleark Management Llc 61
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 61
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 61
Gideon Capital Advisors, Inc. 61
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 61
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 61
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 61
Elite Wealth Management, Inc. 61
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 61
Riverview Trust Co 61
IMA Wealth, Inc. 61
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 61
Highland Capital Management Lp 61
ICA Group Wealth Management, LLC 61
nVerses Capital, LLC 61
WealthTrust-Arizona, LLC 61
Davidson Kempner Capital Management Lp 61
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 61
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 61
Eastern Bank 61
Gts Securities Llc 61
American National Bank 61
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 61
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 61
Transamerica Partners Portfolios 61
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 61
Beacon Pointe Advisors, LLC 61
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 61
PENN SERIES FUNDS INC - High Yield Bond Fund 61
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 61
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 61
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 61
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 61
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 61
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 61
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 61
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 61
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 61
Prime Capital Investment Advisors, LLC 61
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 61
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 61
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 61
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 61
Capital Research Global Investors 61
Icon Wealth Partners, LLC 61
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 61
Korea Investment CORP 61
Gryphon Financial Partners LLC 61
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 61
Bedel Financial Consulting, Inc. 61
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 61
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 61
Tucker Asset Management Llc 60
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 60
Allstate Corp 60
Castleview Partners, Llc 60
Belvedere Trading LLC 60
Elequin Capital Lp 60
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 60
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 60
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 60
Voya Global Advantage & Premium Opportunity Fund 60
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 60
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 60
6 Meridian 60
Procyon Private Wealth Partners, LLC 60
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 60
Fred Alger Management, Llc 60
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 60
RMB Capital Management, LLC 60
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 60
CVA Family Office, LLC 60
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 60
ETRADE Capital Management LLC 60
Tri-continental Corp 60
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 60
Exencial Wealth Advisors, Llc 60
361 Capital Llc 60
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 60
Atlas Capital Advisors Llc 60
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 60
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 60
Nuveen Preferred & Income Opportunities Fund 60
RHJ International SA 60
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 60
Clark Capital Management Group, Inc. 60
Wealthcare Capital Management Llc 60
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 60
Psagot Value Holdings Ltd. / (Israel) 60
Hilltop Holdings Inc. 60
Dixon Hughes Goodman Wealth Advisors LLC 60
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 60
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 60
IGOV - iSHARES TRUST - iShares International Treasury Bond ETF 60
Colonial Trust Co / SC 60
Cohen & Steers Global Income Builder, Inc 60
Advent Claymore Convertible Securities & Income Fund 60
Bleakley Financial Group, LLC 60
Arlington Partners LLC 60
Qrg Capital Management, Inc. 60
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 60
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 60
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund 60
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 60
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 60
Security National Trust Co 60
Oakbrook Investments Llc 60
Boston Advisors Llc 60
Colonial Trust Advisors 60
Andra AP-fonden 60
FLDFX - Meeder Funds - BALANCED FUND Retail Class 60
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 60
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 60
First Trust Energy Income & Growth Fund 60
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 60
Bruderman Asset Management, LLC 59
Voya Financial Advisors, Inc. 59
Pacitti Group Inc. 59
Krilogy Financial LLC 59
Toth Financial Advisory Corp 59
First Command Bank 59
First Command Financial Services, Inc. 59
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 59
Peapack Gladstone Financial Corp 59
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 59
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 59
Kapitalo Investimentos Ltda 59
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 59
Capital Income Builder 59
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 59
Barnett & Company, Inc. 59
YorkBridge Wealth Partners, LLC 59
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 59
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 59
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 59
UniSuper Management Pty Ltd 59
Bbva Usa 59
Founders Financial Alliance, LLC 59
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 59
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 59
Stanley-Laman Group, Ltd. 59
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 59
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 59
Column Capital Advisors, LLC 59
CenterStar Asset Management, LLC 59
Claraphi Advisory Network, LLC 59
Capital One, National Association 59
Rockefeller Financial Services Inc 59
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 59
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 59
Paces Ferry Wealth Advisors, Llc 59
Avalon Advisors, Llc 59
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 59
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 59
Jpmorgan Trust Iii 59
Rothschild Asset Management Inc 59
Eaton Vance Tax Advantaged Global Dividend Income Fund 59
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 59
Flaherty & Crumrine Preferred Securities Income Fund Inc 59
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 59
Raleigh Capital Management Inc. 59
Gateway Investment Advisers Llc 59
Cca Investments Trust 59
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 59
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 59
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 59
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF 59
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 59
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 59
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 59
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 59
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 59
Murphy Capital Management Inc 59
Endurance Wealth Management, Inc. 59
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 59
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 59
Royal London Asset Management Ltd 59
E. Ohman J:or Asset Management AB 59
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 58
DnB Asset Management AS 58
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 58
Arrow Financial Corp 58
Zeke Capital Advisors, Llc 58
Glen Harbor Capital Management LLC 58
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 58
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 58
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 58
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 58
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 58
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 58
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 58
Cerebellum GP, LLC 58
McIlrath & Eck, LLC 58
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 58
HB Wealth Management, LLC 58
GW&K Investment Management, LLC 58
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 58
Tradition Wealth Management, LLC 58
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 58
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 58
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 58
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 58
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 58
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 58
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 58
Lombard Odier Asset Management (Switzerland) SA 58
Hutchin Hill Capital, LP 58
Systematic Financial Management Lp 58
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 58
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 58
Advisor Resource Council 58
Tibra Equities Europe Ltd 58
JXI - iSHARES TRUST - iShares Global Utilities ETF 58
Burney Co/ 58
Krane Funds Advisors LLC 58
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 58
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 58
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 58
ISAM Funds (UK) Ltd 58
Childress Capital Advisors, Llc 58
Armstrong Advisory Group, Inc 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 58
Gary Goldberg Planning Services Inc 58
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 58
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 58
Ashton Thomas Securities, Llc 58
Vise Technologies, Inc. 58
Anchor Investment Management, LLC 58
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 58
Susquehanna Portfolio Strategies, LLC 58
Kms Financial Services, Inc 58
Northwest Investment Counselors, Llc 58
Householder Group Estate & Retirement Specialist, LLC 58
Mizuho Trust & Banking Co., Ltd. 58
Kovitz Investment Group Partners, LLC 58
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 58
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 57
PSI Advisors, LLC 57
MainStay CBRE Global Infrastructure Megatrends Fund 57
Forum Funds 57
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 57
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 57
PENN SERIES FUNDS INC - Flexibly Managed Fund 57
Ziegler Capital Management, LLC 57
Daiwa Capital Markets America Inc. 57
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 57
Financial Counselors Inc 57
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 57
Spot Trading L.l.c. 57
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 57
Banco Bilbao Vizcaya Argentaria, S.a. 57
Searle & Co. 57
Montag A & Associates Inc 57
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 57
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 57
Coastal Capital Group, Inc. 57
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 57
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 57
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 57
HighPoint Advisor Group LLC 57
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 57
Omnia Family Wealth, LLC 57
Kings Point Capital Management 57
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 57
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 57
Tradeworx Inc. 57
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 57
Flaherty & Crumrine Preferred Income Fund Inc 57
BBVA USA Bancshares, Inc. 57
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 57
Sierra Capital LLC 57
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 57
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 57
New Age Alpha Advisors, LLC 57
WPG Advisers, LLC 57
IMC-Chicago, LLC 57
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 57
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 57
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 57
Denali Advisors Llc 57
Bruce G. Allen Investments, LLC 57
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 57
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 57
Creekmur Asset Management LLC 57
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 57
Legacy Financial Advisors, Inc. 57
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 57
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 57
Eagle Asset Management Inc 57
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 57
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 57
Brasada Capital Management, Lp 57
King Luther Capital Management Corp 57
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 57
PFG Investments, LLC 57
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 57
Verus Capital Partners, Llc 57
Kore Private Wealth LLC 56
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 56
Metis Global Partners, LLC 56
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 56
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 56
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 56
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 56
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 56
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 56
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 56
Next Financial Holdings 56
JIHDX - John Hancock Funds II - High Yield Fund Class 1 56
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 56
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 56
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 56
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 56
Alexandria Capital, LLC 56
Vestmark Advisory Solutions, Inc. 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 56
Banque Pictet & Cie Sa 56
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 56
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 56
Cowen Group, Inc. 56
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 56
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 56
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 56
Klp Kapitalforvaltning As 56
Waddell & Reed Financial Inc 56
Alpine Woods Capital Investors, Llc 56
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 56
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 56
Meeder Advisory Services, Inc. 56
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 56
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 56
SG3 Management, LLC 56
Burt Wealth Advisors 56
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 56
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 56
Oliver Lagore Vanvalin Investment Group 56
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 56
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 56
Aberdeen Global Income Fund Inc 56
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 56
Corton Capital Inc. 56
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 56
Epoch Investment Partners, Inc. 56
South Dakota Investment Council 56
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 56
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 56
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 56
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 56
TFC Financial Management 56
Quest Capital Management Inc /adv 56
Mascoma Wealth Management LLC 56
Park Avenue Securities Llc 56
Sumitomo Mitsui DS Asset Management Company, Ltd 56
StoneX Group Inc. 56
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 56
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 56
Man Investments Ltd 56
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 56
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 56
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 56
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 56
Payden & Rygel 56
Thurston, Springer, Miller, Herd & Titak, Inc. 56
Transce3nd, LLC 56
USS Investment Management Ltd 56
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 56
Treasurer of the State of North Carolina 56
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 56
Solaris Asset Management Llc 55
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 55
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 55
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 55
Lombard Odier Asset Management (USA) Corp 55
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 55
Capital International Investors 55
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 55
Kayne Anderson Rudnick Investment Management Llc 55
STXV - EA Series Trust - Strive 1000 Value ETF 55
Pinnacle Financial Partners Inc 55
Sentry Investment Management Llc 55
HBK Sorce Advisory LLC 55
First New York Securities Llc /ny 55
Simplicity Wealth,LLC 55
Putnam Fl Investment Management Co 55
TD Capital Management LLC 55
Cassady Schiller Wealth Management, LLC 55
Buckingham Strategic Wealth, Llc 55
Hussman Strategic Advisors, Inc. 55
Activest Wealth Management 55
FormulaFolio Investments, LLC 55
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 55
Monashee Investment Management LLC 55
Koch Industries Inc 55
Ecofin Advisors Ltd 55
Mn Services Vermogensbeheer B.V. 55
PPM Funds - PPM Long Short Credit Fund (Inst) 55
Total Clarity Wealth Management, Inc. 55
TCTC Holdings, LLC 55
Woodline Partners LP 55
Gyon Technologies Capital Management, LP 55
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 55
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 55
CWA Asset Management Group, LLC 55
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 55
Harvest Fund Management Co., Ltd 55
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 55
Lighthouse Investment Partners, LLC 55
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 55
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 55
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 55
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 55
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 55
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 55
Nuveen Global High Income Fund 55
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 55
Trust For Advisor Solutions 55
Western Asset Premier Bond Fund 55
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 55
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 55
Guggenheim Strategic Opportunities Fund 55
Cushing Renaissance Fund 55
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 55
IDU - iSHARES TRUST - iShares U.S. Utilities ETF 55
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 55
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF 55
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 55
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 55
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 55
Delpha Capital Management, Llc 55
Merit Financial Group, LLC 55
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 55
Selective Wealth Management, Inc. 55
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 55
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 55
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 55
Executive Wealth Management, LLC 55
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 55
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 55
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 55
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 55
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 55
Advanced Series Trust - Ast Small-cap Growth Portfolio 55
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 55
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 55
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1 55
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 55
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 55
Nachman Norwood & Parrott, Inc 54
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 54
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 54
Atlantic Union Bankshares Corp 54
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 54
Trilogy Capital Inc. 54
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 54
Winton Capital Management Ltd 54
First Midwest Bank Trust Division 54
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 54
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 54
ELCO Management Co., LLC 54
Princeton Global Asset Management LLC 54
Girard Partners Ltd. 54
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 54
Western Asset Global High Income Fund Inc. 54
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 54
Lehman Financial Resources, Inc. 54
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 54
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 54
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 54
Aberdeen Asset Management Plc/uk 54
Sheaff Brock Investment Advisors, LLC 54
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 54
Livforsakringsbolaget Skandia, Omsesidigt 54
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 54
Mckinley Capital Management Llc /delaware 54
Accel Wealth Management 54
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 54
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 54
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 54
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 54
Whitebox Advisors Llc 54
ARGI Investment Services, LLC 54
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 54
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class 54
Delta Lloyd Nv 54
Emerald Investment Partners, Llc 54
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 54
Strategic Blueprint, LLC 54
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 54
Beach Investment Counsel Inc/pa 54
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 54
Nuveen S&p 500 Dynamic Overwrite Fund 54
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 54
Green Square Capital Advisors Llc 54
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 54
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 53
BlackRock Multi-Sector Opportunities Trust II 53
Forward Management, LLC 53
Opal Wealth Advisors, LLC 53
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 53
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 53
Moisand Fitzgerald Tamayo, LLC 53
Measured Wealth Private Client Group, LLC 53
Pitcairn Co 53
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 53
Centerpoint Advisors, LLC 53
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 53
Clean Yield Group 53
VisionPoint Advisory Group, LLC 53
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 53
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 53
Rosenberg Matthew Hamilton 53
First PREMIER Bank 53
TRUE Private Wealth Advisors 53
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 53
Integrated Investment Consultants, LLC 53
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 53
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 53
First Command Advisory Services, Inc. 53
Wealthfront Advisers Llc 53
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 53
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 53
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 53
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 53
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 53
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 53
Hennion & Walsh Asset Management, Inc. 53
Destination Wealth Management 53
Resources Management Corp /ct/ /adv 53
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 53
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 53
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 53
V Wealth Advisors LLC 53
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 53
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 53
Corient Capital Partners, LLC 53
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 53
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB 53
Tdam Usa Inc. 53
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 53
Albion Financial Group /ut 53
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A 53
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 53
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 53
Xact Kapitalforvaltning AB 53
Macroview Investment Management Llc 53
West Tower Group, LLC 53
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 53
Allianzgi Convertible & Income Fund 53
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 53
Harbor Capital Advisors, Inc. 53
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 53
Kempen Capital Management N.v. 53
Royal Fund Management, LLC 53
Advocacy Wealth Management Services, LLC 53
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 52
Advisors Capital Management, LLC 52
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 52
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 52
Woodmont Investment Counsel Llc 52
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 52
IWB - iSHARES TRUST - iShares Russell 1000 ETF 52
Richard Bernstein Advisors LLC 52
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 52
O'Shares Investment Advisers, LLC 52
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 52
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 52
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 52
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 52
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 52
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 52
Intact Investment Management Inc. 52
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 52
Wolff Wiese Magana Llc 52
Minichmacgregor Wealth Management, Llc 52
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 52
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 52
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 52
Personal Wealth Partners 52
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 52
Dai-ichi Life Holdings, Inc. 52
Allianzgi Convertible & Income Fund Ii 52
MML Series Investment Fund II - MML Equity Rotation Fund Class II 52
Bramshill Investments, LLC 52
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 52
Wagner Wealth Management, Llc 52
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 52
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 52
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 52
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 52
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 52
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 52
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 52
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 52
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 52
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 52
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 52
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A 52
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 52
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 52
Great Valley Advisor Group, Inc. 52
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 52
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 52
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 52
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 52
Cape Investment Advisory, Inc. 52
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 52
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 52
Pinkerton Retirement Specialists, LLC 52
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 52
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 52
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 52
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 52
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 52
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 52
Regent Peak Wealth Advisors LLC 52
Hughes Financial Services, LLC 52
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 52
Whipplewood Advisors, LLC 52
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 52
Telemetry Investments, L.L.C. 52
Montage Managers Trust 52
Trust Co 52
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 52
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 52
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 52
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 52
Kavar Capital Partners, LLC 52
Cohen & Steers Capital Management Inc 52
Harvest Fund Advisors LLC 52
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 52
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 52
Claro Advisors LLC 52
Country Trust Bank 52
VCGAX - VALIC Co I - Growth & Income Fund 52
Caas Capital Management Lp 52
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 52
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 52
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 52
SOA Wealth Advisors, LLC. 52
WealthCollab, LLC 52
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 52
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 52
Spring Creek Capital Llc 52
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 52
Mendota Financial Group, LLC 52
K2 Principal Fund, L.p. 52
National Pension Service 51
Sit Investment Associates Inc 51
Jackson Creek Investment Advisors LLC 51
Parsons Capital Management Inc/ri 51
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 51
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 51
Nuveen Preferred & Income Securities Fund 51
Breton Hill Capital Ltd. 51
Allianzgi Diversified Income & Convertible Fund 51
Washington Trust Advisors, Inc. 51
CenterBook Partners LP 51
Virginia Retirement System 51
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 51
Gdl Fund 51
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio 51
Byrne Asset Management LLC 51
Resona Asset Management Co.,Ltd. 51
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 51
Hoxton Financial, Inc. 51
Windsor Capital Management, LLC 51
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 51
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 51
Maple Securities Usa Inc 51
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 51
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 51
Hartford Financial Management Inc. 51
My Personal CFO, LLC 51
Central Bank & Trust Co 51
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 51
Highline Wealth Partners Llc 51
Delaware Investments Dividend & Income Fund, Inc 51
Linscomb & Williams, Inc. 51
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 51
Flaherty & Crumrine Total Return Fund Inc 51
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 51
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 51
Cromwell Holdings LLC 51
Fulton Bank, N.a. 51
Voya Prime Rate Trust 51
Sun Life Financial Inc 51
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 51
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 51
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 51
Gen-Wealth Partners Inc 51
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 51
Ibex Wealth Advisors 51
Dorsey & Whitney Trust CO LLC 51
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 51
Western Asset Global Corporate Defined Opportunity Fund Inc. 51
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 51
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 51
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 51
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 51
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 51
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 51
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 51
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 51
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 51
Kcm Investment Advisors Llc 51
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 51
MBEQX - M FUND INC - M International Equity Fund 51
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 51
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 51
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 51
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 51
F&C Asset Management plc 51
Beck Bode, LLC 51
Brinker Capital Inc 51
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 51
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 51
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 51
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 51
Investors Research Corp 51
Centenus Global Management, Lp 51
Shelter Harbor Advisors, Lp 51
Athanor Capital, Lp 51
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 51
Pin Oak Investment Advisors Inc 51
Allegis Investment Advisors, LLC 51
Bryn Mawr Capital Management Inc 51
Stone Ridge Asset Management LLC 51
Principal Street Partners, LLC 51
Archer Investment Corp 51
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 51
Premier Fund Managers Ltd 50
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 50
Beacon Capital Management, Inc. 50
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 50
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 50
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 50
Profunds - Profund Vp Utilities 50
Crestwood Advisors Group LLC 50
L & S Advisors Inc 50
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 50
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 50
Munder Series Trust 50
BlackRock ESG Capital Allocation Trust 50
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 50
Rossby Financial, LCC 50
Park Place Capital Corp 50
Brookfield Public Securities Group LLC 50
Wealth Quarterback LLC 50
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 50
St Germain D J Co Inc 50
Fortitude Advisory Group L.L.C. 50
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 50
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 50
Aaron Wealth Advisors LLC 50
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 50
Brewin Dolphin Ltd 50
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 50
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 50
Laurel Wealth Advisors, Inc. 50
HHM Wealth Advisors, LLC 50
Maverick Capital Ltd 50
Wealthbridge Capital Management, Llc 50
Qtron Investments LLC 50
Atomi Financial Group, Inc. 50
WealthTrak Capital Management LLC 50
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 50
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 50
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 50
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 50
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 50
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 50
Romano Brothers And Company 50
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 50
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 50
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 50
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 50
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 50
Dai-Ichi Life Insurance Company, Ltd 50
Blackrock 2022 Global Income Opportunity Trust 50
West Paces Advisors Inc. 50
Harvest Group Wealth Management, Llc 50
Interchange Capital Partners, LLC 50
Nvwm, Llc 50
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 50
MML Series Investment Fund II - MML Equity Fund Initial Class 50
Prudential Global Short Duration High Yield Fund, Inc. 50
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 50
Hallmark Capital Management Inc 50
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 50
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 50
WealthStone, Inc. 50
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 50
Certified Advisory Corp 50
Weaver Consulting Group 50
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 50
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 50
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class 50
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 50
Salomon & Ludwin, LLC 50
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 50
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 50
Essex Financial Services, Inc. 50
Osborn Rohs Williams & Donohoe Ltd 50
Pensionmark Financial Group, Llc 50
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 50
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 50
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 50
Fjarde Ap-fonden /fourth Swedish National Pension Fund 50
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 50
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 50
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 50
Pointe Capital Management LLC 49
Tortoise Mlp Fund, Inc. 49
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 49
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 49
Dean Investment Associates, Llc 49
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 49
Perkins Coie Trust Co 49
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 49
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 49
Banco Santander, S.A. 49
Homrich & Berg 49
SIR Capital Management, L.P. 49
Addison Advisors LLC 49
Beaird Harris Wealth Management, LLC 49
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 49
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 49
BlueCrest Capital Management LLP 49
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 49
Scientech Research LLC 49
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 49
Roble, Belko & Company, Inc 49
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 49
Flow Traders U.s. Llc 49
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 49
Capital Investment Advisors, LLC 49
Capital Advisors Inc/ok 49
Bare Financial Services, Inc 49
Migdal Insurance & Financial Holdings Ltd. 49
Ossiam 49
Eaton Vance Tax Advantaged Dividend Income Fund 49
Advisory Alpha, LLC 49
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A 49
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 49
Arlington Trust Co LLC 49
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 49
Center for Financial Planning, Inc. 49
Norinchukin Bank, The 49
Mutual Advisors, LLC 49
Wellington Shields Capital Management, LLC 49
Achmea Investment Management B.V. 49
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 49
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 49
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 49
Truewealth Llc 49
Banco BTG Pactual S.A. 49
Claris Advisors, Llc / Mo / 49
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 49
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 49
Tiverton Asset Management Llc 49
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 49
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 49
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 49
Winch Advisory Services, LLC 49
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 49
Ssi Investment Management Llc 49
Oak Thistle LLC 49
Ahrens Investment Partners LLC 49
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 49
Tlp Group Llc 49
Savior LLC 49
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 49
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 49
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 49
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 49
GoalVest Advisory LLC 49
NewEdge Wealth, LLC 49
Hilton Capital Management, LLC 49
Samalin Investment Counsel, LLC 49
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 49
Equitec Proprietary Markets, Llc 49
Winfield Associates, Inc. 49
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 49
UPW - PROSHARES TRUST - ProShares Ultra Utilities 49
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 48
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 48
Dynamic Capital Management Ltd 48
Machina Capital S.a.s. 48
Concurrent Investment Advisors, LLC 48
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 48
V-Square Quantitative Management LLC 48
Highland Capital Management Fund Advisors, L.p. 48
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 48
Tiaa, Fsb 48
Bellwether Advisors, LLC 48
Diametric Capital, LP 48
Virtue Capital Management, LLC 48
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 48
Adirondack Trust Co 48
Fortis Advisors, LLC 48
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 48
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 48
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 48
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 48
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 48
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 48
Hartree Partners, LP 48
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 48
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 48
Douglass Winthrop Advisors, LLC 48
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 48
Howard Hughes Medical Institute 48
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 48
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 48
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 48
Highland Capital Management, Llc 48
Roosevelt Investment Group Llc 48
Western Asset High Income Opportunity Fund Inc. 48
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 48
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 48
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 48
Investment Centers Of America Inc 48
Royce & Associates Lp 48
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 48
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 48
Mizuho Asset Management Co.,Ltd. 48
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 48
Apriem Advisors 48
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 48
Vectors Research Management, LLC 48
WR Wealth Planners, LLC 48
Geneva Advisors, LLC 48
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 48
VHYLX - VALIC Co I - High Yield Bond Fund 48
HighVista Strategies LLC 48
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class 48
CBIZ Investment Advisory Services, LLC 48
Sugarloaf Wealth Management, LLC 48
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 48
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 48
Zebra Capital Management LLC 48
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund 48
Dunhill Financial, LLC 48
JHMU - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Utilities ETF 48
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 48
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 48
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A 48
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 48
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 48
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 48
Private Wealth Asset Management, LLC 48
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 48
Meritage Portfolio Management 48
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 48
Fiduciary Trust Co 48
Stonebridge Financial Group, LLC 48
Delaware Vip Trust - Delaware Vip Value Series Standard Class 48
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 48
Fairfield, Bush & Co. 48
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 48
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 48
Allred Capital Management, LLC 48
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 48
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 48
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 47
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 47
Front Row Advisors LLC 47
AlphaMark Advisors, LLC 47
Claymore Exchange-traded Fund Trust 2 47
Foresters Investment Management Company, Inc. 47
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 47
Bayforest Capital Ltd 47
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 47
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 47
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 47
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 47
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 47
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 47
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 47
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 47
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 47
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 47
Aristeia Capital Llc 47
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 47
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) 47
Financial Network Wealth Advisors LLC 47
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 47
Wetzel Investment Advisors, Inc. 47
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 47
Alaska Permanent Fund Corp 47
Pennsylvania Trust Co 47
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 47
Adams Diversified Equity Fund, Inc. 47
Williams Jones & Associates LLC 47
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 47
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 47
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 47
RWM Asset Management, LLC 47
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 47
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 47
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 47
Voleon Capital Management Lp 47
Ostrum Asset Management 47
Nbt Bank N A /ny 47
AllSquare Wealth Management LLC 47
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 47
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 47
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 47
Impact Partnership Wealth, LLC 47
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 47
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 47
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 47
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 47
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 47
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 47
Pioneer High Income Trust 47
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 47
SYSTM Wealth Solutions LLC 47
Nuveen Fund Advisors, LLC 47
Nwam Llc 47
Jump Trading, LLC 47
Qsemble Capital Management, LP 47
Duff & Phelps Utility & Corporate Bond Trust Inc 47
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 47
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 47
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 47
Citizens Business Bank 47
First Bank & Trust 47
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 47
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 47
Indiana Trust & Investment Management CO 47
Empirical Finance, LLC 47
Waratah Capital Advisors Ltd. 47
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 47
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 47
City State Bank 47
Doyle Wealth Management 47
Ridgewood Investments LLC 47
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 47
QCM Cayman, Ltd. 47
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 47
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 46
Farmers & Merchants Trust Co of Chambersburg PA 46
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 46
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 46
T. Rowe Price Investment Management, Inc. 46
Western Asset High Yield Defined Opportunity Fund Inc. 46
Turtle Creek Wealth Advisors, LLC 46
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 46
Atticus Wealth Management, Llc 46
Kovack Advisors, Inc. 46
Frontier Investment Mgmt Co 46
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 46
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 46
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 46
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 46
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 46
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 46
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 46
Salient Midstream & Mlp Fund 46
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 46
Bowling Portfolio Management LLC 46
LNZ Capital LP 46
American National Insurance Co /tx/ 46
Investment Management Corp of Ontario 46
CNB Bank 46
J. Goldman & Co LP 46
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 46
Bank Of Hawaii 46
AQGNX - AQR Funds - AQR Global Equity Fund Class N 46
Symmetry Partners, LLC 46
Schechter Investment Advisors, LLC 46
Globeflex Capital L P 46
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 46
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 46
IGF - iSHARES TRUST - iShares Global Infrastructure ETF 46
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 46
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 46
Etf Managers Group, Llc 46
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 46
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 46
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 46
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 46
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 46
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 46
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 46
Bp Plc 46
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 46
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 46
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 46
SRTTX - SMA RELATIONSHIP TRUST - Series T 46
CHURCHILL MANAGEMENT Corp 46
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 46
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 46
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 46
Dynamic Advisor Solutions LLC 46
First City Capital Management, Inc. 46
Western Asset High Income Fund Ii Inc. 46
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 46
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 46
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 46
Arete Wealth Advisors, LLC 46
NorthRock Partners, LLC 46
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 46
Sii Investments Inc/wi 46
D'Orazio & Associates, Inc. 46
AIEQ - ETF Managers Trust - AI Powered Equity ETF 46
Coann Capital LLC 46
West Family Investments, Inc. 46
Amerivest Investment Management LLC 46
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 46
Argentus Capital Management, LLC 46
Mill Creek Capital Advisors, LLC 46
A. D. Beadell Investment Counsel, Inc. 46
ACSKX - American Century Investment Trust - Short Duration Fund C Class 46
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 46
Inscription Capital, LLC 46
Ameriflex Group, Inc. 46
Palladium Partners Llc 46
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 46
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 46
Flinton Capital Management LLC 46
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 46
Mariner Wealth Advisors-NYC, LLC 46
B. Metzler seel. Sohn & Co. AG 46
Old Republic International Corp 46
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 46
Virtus Total Return Fund 46
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 46
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 46
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 46
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 46
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF 46
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 46
WealthTrust Fairport, LLC 46
PRW Wealth Management LLC 46
Carmichael Hill & Associates, Inc. 46
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 46
Ardsley Advisory Partners Lp 46
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 46
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 46
Opus Investment Management Inc 46
Tredje AP-fonden 46
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 46
Td Asset Management Usa Funds Inc. 46
Chemical Bank 46
Arden Trust Co 46
Vaughan David Investments Inc/il 46
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 46
Centersquare Investment Management Llc 46
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 46
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 46
PartnerRe Asset Management CORP 46
Parametric Market Neutral Portfolio 46
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 46
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 46
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 46
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 46
Intrua Financial, LLC 46
Confluence Wealth Services, Inc. 46
MML Series Investment Fund II - MML High Yield Fund Class II 46
Elevation Series Trust - RiverNorth Patriot ETF 45
Tuttle Tactical Management LLC 45
P Schoenfeld Asset Management Lp 45
Principia Wealth Advisory, LLC 45
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 45
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 45
Griffin Asset Management, Inc. 45
Adviser Investments LLC 45
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 45
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 45
Cordasco Financial Network 45
Trustmark National Bank Trust Department 45
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 45
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 45
Change Path, LLC 45
Elo Mutual Pension Insurance Co 45
Claybrook Capital, LLC 45
Amplius Wealth Advisors, LLC 45
Teilinger Capital Ltd. 45
Cannell Peter B & Co Inc 45
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 45
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 45
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 45
Legacy Advisors, LLC 45
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 45
TradeLink Global Equity LLC 45
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 45
Bradley Foster & Sargent Inc/ct 45
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 45
Lake Street Advisors Group, Llc 45
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 45
Lebenthal Asset Management, LLC 45
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 45
Ferris Capital, Llc 45
Alphasimplex Group, Llc 45
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 45
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 45
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 45
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 45
Lombard Odier Asset Management (Europe) Ltd 45
Wilmington Trust Co 45
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 45
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 45
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 45
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 45
Symphony Financial, Ltd. Co. 45
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 45
ACG Wealth 45
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 45
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 45
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 45
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 45
Ellis Investment Partners, LLC 45
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 45
U S Global Investors Inc 45
Nemes Rush Group LLC 45
SevenBridge Financial Group, LLC 45
Kentucky Retirement Systems 45
Hotchkis & Wiley Capital Management Llc 45
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 45
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 45
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 45
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 45
Morningstar Investment Services LLC 45
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 45
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 45
Nuveen Core Equity Alpha Fund 45
Oxbow Advisors, LLC 45
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 45
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 45
Seeyond 45
Well Done, LLC 45
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 45
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 45
Fiduciary Alliance LLC 45
Redhawk Wealth Advisors, Inc. 45
TIMOTHY PLAN - Timothy Strategic Variable 45
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 45
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 45
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 45
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 45
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 45
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 45
Denver Investment Advisors Llc 45
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 45
Echo Street Capital Management LLC 45
Equitable Holdings, Inc. 45
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 45
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 44
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 44
Polymer Capital Management (US) LLC 44
Meiji Yasuda Life Insurance Co 44
Millstone Evans Group, LLC 44
Aviance Capital Management, Llc 44
First Eagle Investment Management, LLC 44
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 44
Franklin Ltd Duration Income Trust 44
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 44
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 44
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A 44
Eventide Asset Management, Llc 44
Livingston Group Asset Management CO (operating as Southport Capital Management) 44
Carnegie Capital Asset Management, LLC 44
Teton Advisors, Inc. 44
Perpetual Ltd 44
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 44
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 44
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 44
Glenview Trust Co 44
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 44
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 44
Angelo Gordon & Co., L.p. 44
tru Independence LLC 44
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 44
Ogorek Anthony Joseph /ny/ /adv 44
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 44
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 44
Golden State Equity Partners 44
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 44
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 44
Lmp Capital & Income Fund Inc. 44
BTG Pactual Global Asset Management Ltd 44
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 44
Amica Mutual Insurance Co 44
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 44
Quad-Cities Investment Group, LLC 44
Kula Investments, LLC 44
Bremer Trust National Association 44
Amica Retiree Medical Trust 44
Reliance Trust Co Of Delaware 44
Buckingham Strategic Partners 44
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 44
Euclid Advisors LLC 44
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 44
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I 44
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 44
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 44
Kilter Group LLC 44
Kalos Management, Inc. 44
Guardian Life Insurance Co Of America 44
Brookfield Global Listed Infrastructure Income Fund Inc. 44
Asahi Life Asset Management Co., Ltd. 44
Red Tortoise LLC 44
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 44
HighTower Trust Services, LTA 44
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 44
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 44
Community Financial Services Group, LLC 44
Usaa Etf Trust 44
Everett Harris & Co /ca/ 44
Kentucky Retirement Systems Insurance Trust Fund 44
Bellwether Investment Group, LLC 44
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 44
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 44
Nissay Asset Management Corp /japan/ /adv 44
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 44
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 44
High Note Wealth, LLC 44
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 44
Horan Securities, Inc. 44
Triad Wealth Partners, LLC 44
Manager Directed Portfolios - Pemberwick Fund Shares 44
CCMG - EA Series Trust - CCM Global Equity ETF 44
Evermay Wealth Management Llc 44
Campbell Multi-strategy Trust 44
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 44
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 44
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I 44
Amica Pension Fund Board Of Trustees 43
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 43
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund 43
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 43
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 43
B. Metzler seel. Sohn & Co. Holding AG 43
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 43
Family Firm, Inc. 43
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 43
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 43
Mbb Public Markets I Llc 43
PENN SERIES FUNDS INC - Developed International Index Fund 43
Nelson Capital Management, LLC 43
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 43
Jnl Series Trust - Jnl/crescent High Income Fund (a) 43
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 43
Syntal Capital Partners, LLC 43
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 43
Oppenheimer Quest For Value Funds 43
Independence Bank of Kentucky 43
Blackstone / Gso Strategic Credit Fund 43
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 43
NuWave Investment Management, LLC 43
Hcim Trust 43
Nbw Capital Llc 43
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 43
Glazer Capital, Llc 43
Barrett Asset Management, LLC 43
LifePlan Financial Group, Inc 43
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 43
PGGM Investments 43
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares 43
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 43
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 43
Tyers Asset Management LLC 43
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 43
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 43
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 43
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 43
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 43
Clarus Wealth Advisors 43
Standard Life Investments LTD 43
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 43
Horizons Etf Trust I 43
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 43
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 43
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 43
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 43
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 43
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 43
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 43
Mraz, Amerine & Associates, Inc. 43
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 43
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 43
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 43
Nuveen Credit Strategies Income Fund 43
Glass Jacobson Investment Advisors llc 43
Garrett Wealth Advisory Group, LLC 43
Ionic Capital Management LLC 43
Virtus Global Multi-sector Income Fund 43
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 43
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 43
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 43
Virtus Alternative Investment Advisers, Inc. 43
Arcadia Investment Management Corp/mi 43
PPM Funds - PPM Floating Rate Income Fund (Inst) 43
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 43
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 43
McAdam, LLC 43
APBAX - Cavanal Hill Funds - Active Core Fund Investor 43
SpiderRock Advisors, LLC 43
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 43
Tcw Strategic Income Fund Inc 43
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares 43
BKD Wealth Advisors, LLC 43
Tobam 43
Fidelis Capital Partners, LLC 43
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 43
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 43
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 43
Kingswood Wealth Advisors, Llc 43
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 43
Retirement Group, LLC 43
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 43
Trust Co Of Toledo Na /oh/ 43
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 43
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 43
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 43
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 43
Operose Advisors LLC 43
Stancorp Investment Advisers Inc 43
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 43
Brighton Jones Llc 43
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 43
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 43
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 43
Lloyds Banking Group plc 43
Ten Capital Wealth Advisors, LLC 43
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 43
Old North State Trust, LLC 43
VSDIX - Investment Managers Series Trust - Securian AM Real Asset Income Fund Institutional Class Shares 43
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 43
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 43
Mainstay Capital Management Llc /adv 43
Aptus Capital Advisors, LLC 43
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 43
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 43
Investors Capital Advisory Services 43
NEOS Investment Management LLC 43
Cleararc Capital Inc 43
Axxcess Wealth Management, Llc 43
Callan Family Office, LLC 43
Chiron Investment Management, LLC 43
Formidable Asset Management, LLC 42
American National Registered Investment Advisor, Inc. 42
Tiaa Trust, National Association 42
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 42
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 42
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 42
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 42
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 42
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 42
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 42
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 42
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 42
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 42
Lloyd Advisory Services, LLC. 42
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 42
Gofen & Glossberg Llc /il/ 42
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 42
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 42
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 42
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 42
Quaker Wealth Management, LLC 42
Cincinnati Insurance Co 42
Glg Inc. 42
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 42
Caldwell Securities, Inc 42
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 42
Segment Wealth Management, LLC 42
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 42
SkyView Investment Advisors, LLC 42
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 42
Gabelli Convertible & Income Securities Fund Inc 42
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 42
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A 42
Worldquant Millennium Advisors Llc 42
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 42
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 42
Readystate Asset Management Lp 42
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 42
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 42
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 42
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 42
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 42
Berkley W R Corp 42
Wellington Shields & Co., LLC 42
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 42
BILDX - DoubleLine Funds Trust - DoubleLine Infrastructure Income Fund Class I 42
Delphi Private Advisors LLC 42
MARSHALL WACE ASIA Ltd 42
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 42
High Net Worth Advisory Group LLC 42
RSSL - Global X Funds - Global X Russell 2000 ETF 42
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 42
Osterweis Capital Management Inc 42
Coastline Trust Co 42
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class 42
First Foundation Advisors 42
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 42
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 42
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 42
Dearborn Partners Llc 42
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 42
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 42
Rothschild Investment Corp /il 42
Heritage Trust Co 42
Credential Qtrade Securities Inc. 42
ICLN - iSHARES TRUST - iShares Global Clean Energy ETF 42
Lee Danner & Bass Inc 42
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I 42
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 42
Waldron Private Wealth LLC 42
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 42
Anchor Capital Advisors Llc 42
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 42
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 42
Virtus Total Return Fund Inc. 42
American Investment Services, Inc. 42
Summit Financial, LLC 42
111 Capital 42
Congress Wealth Management LLC / DE / 42
Financial Perspectives, Inc 42
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 42
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 42
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 42
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 42
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 42
American Research & Management Co. 42
Jump Trading, Llc 42
Fulcrum Asset Management LLP 42
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 41
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 41
OTA Financial Group L.P. 41
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 41
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 41
Keystone Financial Group 41
NSGRX - Northern Funds - Northern Small Cap Core Fund 41
EA Series Trust 41
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 41
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 41
American Capital Advisory, LLC 41
Bfsg, Llc 41
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 41
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 41
Northern Oak Wealth Management Inc 41
Freestone Grove Partners LP 41
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 41
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 41
WealthTrust Axiom LLC 41
RWC Asset Management LLP 41
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 41
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 41
Pittenger & Anderson Inc 41
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 41
Macquarie Global Infrastructure Total Return Fund Inc. 41
Oppenheimer Global Strategic Income Fund 41
Deseret Mutual Benefit Administrators 41
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 41
Americana Partners, LLC 41
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 41
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 41
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 41
Community Bank System, Inc. 41
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 41
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 41
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 41
Taylor Hoffman Wealth Management 41
Rs Variable Products Trust 41
Acorn Wealth Advisors, LLC 41
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 41
Twin Capital Management Inc 41
Dreman Value Management, L L C 41
Gabelli Equity Series Funds Inc 41
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 41
Ellsworth Growth & Income Fund Ltd 41
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 41
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 41
Personal Cfo Solutions, Llc 41
Dfa Investment Trust Co - The Emerging Markets Series 41
Syverson Strege & Co 41
Park Square Financial Group, LLC 41
Neuberger Berman Mlp Income Fund Inc. 41
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 41
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 41
West Branch Capital LLC 41
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 41
Delos Wealth Advisors, LLC 41
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 41
Costello Asset Management, INC 41
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 41
Chartwell Investment Partners, Llc 41
Alpha Paradigm Partners, LLC 41
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 41
Parisi Gray Wealth Management 41
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 41
Dana Investment Advisors, Inc. 41
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 41
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 41
Steel Peak Wealth Management LLC 41
Argent Trust Co 41
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 41
DT Investment Partners, LLC 41
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 41
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 41
Binnacle Investments Inc 41
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 41
RFP Financial Group LLC 41
Mitsubishi UFJ Securities Holdings Co., Ltd. 41
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 41
Phocas Financial Corp. 41
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 41
HDV - iSHARES TRUST - iShares Core High Dividend ETF 41
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 41
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 41
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 41
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 41
KARIX - Series Portfolios Trust - Kayne Anderson Renewable Infrastructure Fund Class I 41
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 41
Lebenthal Holdings,LLC 41
Equitec Specialists, Llc 41
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 41
Goldman Sachs Mlp & Energy Renaissance Fund 41
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 41
Telemus Capital, Llc 41
Diversified Real Asset Income Fund 41
Fayez Sarofim & Co 41
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 40
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 40
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 40
Enlightenment Research, LLC 40
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 40
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 40
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 40
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 40
Norden Group Llc 40
Bremer Bank National Association 40
Transcend Wealth Collective, Llc 40
Shaolin Capital Management LLC 40
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 40
Franklin Templeton ETF Trust - Western Asset Bond ETF 40
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 40
Haberer Registered Investment Advisor Inc 40
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 40
Pacifica Partners Inc. 40
Frank, Rimerman Advisors LLC 40
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 40
Fifth Third Wealth Advisors LLC 40
Peoples Financial Services Corp. 40
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 40
QUANTRES ASSET MANAGEMENT Ltd 40
RVRB - ADVISORS SERIES TRUST - Reverb ETF 40
Kaizen Advisory, Llc 40
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 40
Global Endowment Management, LP 40
WESPAC Advisors, LLC 40
Signition Lp 40
Copeland Capital Management, LLC 40
Zions Bancorporation, National Association /ut/ 40
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 40
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 40
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 40
M&g Investment Management Ltd 40
Kornitzer Capital Management Inc /ks 40
Bank Julius Baer & Co. Ltd, Zurich 40
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 40
Weaver C. Barksdale & Associates, Inc. 40
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 40
Coppell Advisory Solutions Corp. 40
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 40
Basso Capital Management, L.p. 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 40
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 40
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 40
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 40
Cypress Capital Management LLC (WY) 40
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 40
Aris Wealth Services, Inc. 40
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 40
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class 40
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 40
Bbr Partners, Llc 40
Spectrum Management Group, LLC 40
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF 40
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 40
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 40
Li Winifred I 40
Capitolis Advisors LLC 40
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 40
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 40
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 40
Rakuten Investment Management, Inc. 40
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 40
Exxonmobil Investment Management Inc /tx 40
Tortoise Pipeline & Energy Fund, Inc. 40
Alpha Omega Wealth Management LLC 40
1620 Investment Advisors, Inc. 40
Point72 Europe (London) LLP 40
YHB Investment Advisors, Inc. 40
Burnham Asset Management Corp /ny/ 40
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 40
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 40
TD Securities (USA) LLC 40
Naples Global Advisors, Llc 40
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 40
Financial Sense Advisors, Inc. 40
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 40
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 40
Westchester Capital Management, LLC 40
SummitTX Capital, L.P. 40
Center Coast Capital Advisors, LP 40
Gw Henssler & Associates Ltd 40
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 40
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 40
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 40
Kavilco Inc/wa/ 40
Capital A Wealth Management, LLC 40
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 40
Sagefield Capital LP 40
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 40
RBB FUND, INC. - Aquarius International Fund 40
Visionary Asset Management, Inc. 40
Legg Mason Asset Management (Japan) Co., Ltd. 40
Global Wealth Management Investment Advisory, Inc. 40
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 40
Aspire Private Capital, LLC 40
Magnus Financial Group LLC 40
Altus Wealth Group LLC 40
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 40
Polaris Wealth Advisory Group, LLC 39
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 39
Jasinkiewicz Capital Management, Lp 39
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 39
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 39
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 39
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 39
Central Pacific Bank - Trust Division 39
SFY - Tidal ETF Trust - SoFi Select 500 ETF 39
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 39
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 39
Guardian Capital Lp 39
Rakuten Securities, Inc. 39
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 39
Gerber Kawasaki Wealth & Investment Management 39
Vivaldi Asset Management, LLC 39
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 39
Personal Capital Advisors Corp 39
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 39
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 39
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 39
Diversify Advisory Services, LLC 39
Advanced Series Trust - Ast Small-cap Value Portfolio 39
Atlas Private Wealth Advisors 39
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 39
Harbour Capital Advisors, LLC 39
NorthCoast Asset Management LLC 39
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 39
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 39
Willingdon Wealth Management 39
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 39
Siemens Fonds Invest GmbH 39
First National Bank Sioux Falls 39
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 39
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 39
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 39
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 39
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 39
Jackson, Grant Investment Advisers, Inc. 39
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 39
Clearview Wealth Advisors LLC 39
Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund 39
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 39
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 39
SWS Partners 39
Strengthening Families & Communities, LLC 39
MPS Loria Financial Planners, LLC 39
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 39
Cowen And Company, Llc 39
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 39
Sage Mountain Advisors LLC 39
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 39
FNY Partners Fund LP 39
Catawba Capital Management /va 39
Farringdon Capital, Ltd. 39
BFOR - ALPS ETF Trust - Barron's 400 ETF 39
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 39
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 39
Ninepoint Partners LP 39
Eaton Vance Floating-rate Income Trust 39
Tiaa Cref Trust Co Fsb/mo 39
Yakira Capital Management, Inc. 39
Apollo Management Holdings, L.P. 39
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 39
Artemis Investment Management LLP 39
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 39
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 39
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 39
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 39
Blackrock Multi-sector Opportunities Trust 39
Pinnacle Holdings, LLC 39
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 39
EdgeRock Capital LLC 39
John G Ullman & Associates Inc 39
Sfmg, Llc 39
Daxor Corp 39
Foundations Investment Advisors, LLC 39
Brown, Lisle/cummings, Inc. 39
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 39
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 39
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 39
Eaton Vance Senior Floating Rate Trust 39
Scarborough Advisors, LLC 39
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 39
Hightower 6M Holding, LLC 39
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 39
Clarius Group, LLC 39
Hazlett, Burt & Watson, Inc. 39
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 39
Himco Variable Insurance Trust 39
Bahl & Gaynor Inc 39
Cranbrook Wealth Management, LLC 39
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 39
iA Global Asset Management Inc. 39
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 39
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 39
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 39
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 39
Syon Capital Llc 39
Main Street Group, LTD 39
Investors Asset Management Of Georgia Inc /ga/ /adv 39
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 39
Smith, Moore & Co. 39
Kayne Anderson Energy Total Return Fund, Inc. 39
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 39
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 39
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 39
Saturna Capital CORP 39
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 39
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 39
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 39
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 39
Viking Fund Management Llc 39
R&F Capital Advisors LP 39
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 38
Edgemoor Investment Advisors, Inc. 38
CoreFirst Bank & Trust 38
Philadelphia Trust Co 38
IAG Wealth Partners, LLC 38
Keebeck Alpha, LP 38
Lenox Wealth Management, Inc. 38
Saudi Central Bank 38
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 38
Canton Hathaway, LLC 38
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 38
Moloney Securities Asset Management, LLC 38
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 38
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 38
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 38
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 38
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 38
Neuburgh Advisers LLC 38
Pentwater Capital Management LP 38
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 38
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 38
Stuart Chaussee & Associates, Inc. 38
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 38
Intellectus Partners, LLC 38
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 38
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 38
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 38
Quinn Opportunity Partners LLC 38
Eii Capital Management, Inc. 38
EPG Wealth Management LLC 38
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 38
Raab & Moskowitz Asset Management LLC 38
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 38
Meridian Wealth Management, LLC 38
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 38
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 38
Godsey & Gibb Associates 38
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 38
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 38
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 38
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 38
NJ State Employees Deferred Compensation Plan 38
Millburn Ridgefield Corp 38
Lmcg Investments, Llc 38
VSR Financial Services, Inc. 38
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 38
Bangor Savings Bank 38
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 38
Heritage Wealth Management, Llc 38
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 38
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 38
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 38
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 38
Ikos Cif Ltd 38
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 38
Lebenthal Global Advisors, LLC 38
Wealth Preservation Advisors, LLC 38
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 38
Park Avenue Institutional Advisers LLC 38
River Wealth Advisors LLC 38
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 38
PointState Capital LP 38
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 38
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 38
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 38
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 38
Ares Dynamic Credit Allocation Fund, Inc. 38
Knights of Columbus Asset Advisors LLC 38
Global Financial Private Capital, LLC 38
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 38
Cypress Capital Group 38
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 38
William Blair Investment Management, Llc 38
Blackstone / Gso Long-short Credit Income Fund 38
Lucus Advisors Llc 38
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 38
Logan Capital Management Inc 38
Thomasville National Bank 38
Blue Sky Asset Management, LLC 38
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 38
Bancroft Fund Ltd 38
Patten Group, Inc. 38
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 38
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 38
Oppenheimer Integrity Funds 38
Essex Savings Bank 38
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 38
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 38
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 38
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 38
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 38
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 38
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 38
Verity Asset Management, Inc. 38
Alethea Capital Management, Llc 38
ProVise Management Group, LLC 38
W.G. Shaheen & Associates DBA Whitney & Co 38
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 38
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 38
Orrstown Financial Services Inc 38
Next Capital Management LLC 38
Essex Investment Management Co Llc 38
Railway Pension Investments Ltd 38
Whitnell & Co. 38
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A 38
Ilmarinen Mutual Pension Insurance Co 38
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 38
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 38
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 38
Allegheny Financial Group LTD 38
Williams Jones Wealth Management, LLC. 38
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 38
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 38
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 38
Camden Asset Management L P /ca 38
Rockbridge Investment Management, LCC 38
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 38
STXK - EA Series Trust - Strive Small-Cap ETF 38
MANA Advisors LLC 38
Retirement Planning Co of New England, Inc. 38
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 38
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 38
Freedman Financial Associates, Inc. 38
Linden Advisors Lp 38
Merewether Investment Management, LP 38
Desjardins Global Asset Management Inc. 38
Solstein Capital, LLC 38
LVW Advisors, LLC 38
BOK Financial Private Wealth, Inc. 38
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 38
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 38
Widmann Financial Services, Inc. 38
Concert Wealth Management Inc. 38
Valued Wealth Advisors LLC 38
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 38
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 38
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 38
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 38
CapWealth Advisors, LLC 38
Herndon Capital Management Llc 38
Integrated Advisors Network LLC 38
Alpha DNA Investment Management LLC 37
Frontier Wealth Management LLC 37
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 37
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 37
Capital Wealth Planning, LLC 37
VSDIX - Managed Portfolio Series - Securian AM Real Asset Income Fund Institutional Class Shares 37
Yorkville Capital Management, Llc 37
Core Alternative Capital 37
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 37
Consolidated Planning Corp 37
Fort, L.p. 37
FSA Wealth Management LLC 37
Arosa Capital Management LP 37
Pinz Capital Management, LP 37
Montage Investments, Llc 37
Standard Family Office LLC 37
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund 37
RFG Advisory, LLC 37
Red Door Wealth Management, LLC 37
Guardian Investor Services Llc 37
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 37
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 37
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 37
Wilmington Funds Management Corp 37
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 37
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 37
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 37
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 37
Almanack Investment Partners, LLC. 37
Bank of New Hampshire 37
BLB&B Advisors, LLC 37
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 37
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 37
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 37
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 37
Price Wealth Management, Inc. 37
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 37
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 37
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 37
Reuter James Wealth Management, Llc 37
New Millennium Group LLC 37
PWS - Pacer Funds Trust - Pacer WealthShield ETF 37
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 37
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 37
Tyler-Stone Wealth Management 37
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 37
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 37
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 37
Ascent Group, LLC 37
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 37
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 37
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 37
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 37
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 37
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 37
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 37
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 37
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 37
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 37
Trifecta Capital Advisors, LLC 37
Taconic Capital Advisors LP 37
Pioneer Diversified High Income Trust 37
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 37
Bogle Investment Management L P /de/ 37
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 37
Halbert Hargrove Global Advisors, Llc 37
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 37
Putnam ETF Trust - Putnam ESG Core Bond ETF - 37
Stoneridge Investment Partners Llc 37
Crabel Capital Management, LLC 37
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 37
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 37
Brave Asset Management Inc 37
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 37
AIA Group Ltd 37
Palisade Capital Management Llc/nj 37
Evolution Wealth Advisors, LLC 37
Gladstone Institutional Advisory LLC 37
Innealta Capital, Llc 37
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 37
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 37
Lake Point Wealth Management 37
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 37
OneAscent Financial Services LLC 37
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 37
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 37
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 37
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 37
Northwest Financial Advisors 37
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 37
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 37
EAM Investors, LLC 37
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 37
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 37
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 37
University Of Texas/texas Am Investment Managment Co 37
AMF Pensionsforsakring AB 37
NOSIX - Northern Funds - Northern Stock Index Fund 37
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 37
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 37
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 37
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 37
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 37
Securian Funds Trust - SFT T. Rowe Price Value Fund 37
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 37
Cary Street Partners Financial Llc 37
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 37
Dogwood Wealth Management LLC 37
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 37
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 37
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 37
First Pacific Financial 37
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 36
Profunds - Profund Vp Ultrabull 36
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 36
Phoenix Holdings Ltd. 36
Profunds - Profund Vp Bull 36
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 36
TradeLink Capital LLC 36
Strategic Investment Solutions, Inc. /IL 36
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 36
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 36
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 36
Semmax Financial Advisors Inc. 36
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 36
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 36
CTC Alternative Strategies, Ltd. 36
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 36
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 36
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 36
One Capital Management, LLC 36
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 36
Deprince Race & Zollo Inc 36
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 36
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 36
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 36
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 36
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 36
Blackstone / Gso Floating Rate Enhanced Income Fund 36
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 36
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 36
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 36
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 36
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 36
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 36
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 36
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 36
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 36
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 36
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 36
Salient MF Trust 36
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 36
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 36
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 36
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 36
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 36
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 36
Peregrine Asset Advisers, Inc. 36
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 36
PACIFIC SELECT FUND - Equity Index Portfolio Class I 36
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 36
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 36
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 36
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 36
RPG Investment Advisory, LLC 36
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 36
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 36
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 36
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 36
Robeco Schweiz AG 36
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 36
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 36
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 36
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 36
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 36
Alpha Cubed Investments, LLC 36
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 36
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 36
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 36
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 36
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 36
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 36
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 36
25 Llc 36
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 36
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 36
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 36
VSTIX - VALIC Co I - Stock Index Fund 36
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 36
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 36
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 36
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 36
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 36
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 36
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 36
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 36
Woodley Farra Manion Portfolio Management Inc 36
Platform Technology Partners 36
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 36
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 36
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 36
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 36
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 36
Aspect Partners, LLC 36
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 36
First American Bank 36
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 36
Ritholtz Wealth Management 36
Richardson Financial Services Inc. 36
Greenline Partners, LLC 36
Winnow Wealth Llc 36
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 36
Frazier Financial Advisors, LLC 36
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 36
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 36
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 36
VitalStone Financial, LLC 36
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 36
Unigestion Holding SA 36
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 36
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 36
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 36
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 36
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 36
Nwq Investment Management Company, Llc 36
PIMCO FUNDS - PIMCO Low Duration Portfolio 36
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 36
River Road Asset Management, LLC 36
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 36
Rampart Investment Management Company, LLC 36
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 36
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 36
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 36
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 36
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 36
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 36
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 36
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 36
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 36
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 36
Price Capital Management, Inc. 36
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 36
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 36
Mint Tower Capital Management B.V. 36
Degroof Petercam Asset Management 36
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 36
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 36
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 36
ULPIX - Profunds - Ultrabull Profund Investor Class 36
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 36
Vinva Investment Management Ltd 36
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 36
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 36
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 36
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 36
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 36
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 36
WestEnd Advisors, LLC 36
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 36
Clearbridge Energy Mlp Opportunity Fund Inc. 36
Kelly Financial Services LLC 36
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 36
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 36
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 36
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 36
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 36
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 36
BSBAX - Northern Funds - Northern Short Bond Fund 36
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 36
Optimal Asset Management, Inc. 36
BLPIX - Profunds - Bull Profund Investor Class 36
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 36
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 36
Pathway Financial Advisers, LLC 36
AIA Investment Management Private Ltd 36
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 36
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 36
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 36
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 36
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 36
BKM Wealth Management, LLC 36
Onefund, Llc 36
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 36
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 36
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 36
Mufg Securities Americas Inc. 36
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 36
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 36
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 36
Spdr S&p 500 Etf Trust 36
Legg Mason Investment Counsel & Trust Co., N.A. 36
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 36
CHICAGO TRUST Co NA 36
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 36
Wedmont Private Capital 36
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 36
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 36
Securian Funds Trust - SFT Index 500 Fund Class 1 36
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 36
Center Coast Mlp & Infrastructure Fund 36
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 36
Segantii Capital Management Ltd 36
Czech National Bank 36
Bluefin Capital Management, Llc 36
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 36
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 36
Patton Fund Management, Inc. 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 36
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 36
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 36
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 36
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 36
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 36
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 36
Chickasaw Capital Management Llc 36
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 36
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 36
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 36
Canada Post Corp Registered Pension Plan 36
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 36
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 36
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 36
Mizuho Securities Usa Llc 36
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 36
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund 36
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 36
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 36
Antonetti Capital Management LLC 36
BTG Pactual Asset Management US LLC 36
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 36
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 36
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 36
PENN SERIES FUNDS INC - Index 500 Fund 36
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 36
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 36
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 36
SSO - PROSHARES TRUST - ProShares Ultra S&P500 36
Friedberg Investment Management 36
Cedar Wealth Management, LLC 36
Park National Corp /oh/ 36
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 36
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 36
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 36
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 36
EHLS - Tidal Trust II - Even Herd Long Short ETF 36
Iowa State Bank 35
Schnieders Capital Management Llc 35
Resurgent Financial Advisors LLC 35
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 35
Centre Asset Management, LLC 35
Decade Capital Management Llc 35
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 35
Busey Wealth Management 35
Curian Capital Llc 35
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 35
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 35
Symons Capital Management Inc 35
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 35
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 35
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 35
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 35
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 35
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 35
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 35
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund 35
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 35
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 35
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 35
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 35
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 35
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 35
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 35
Stux Capital Management, LLC 35
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 35
Pensionfund DSM Netherlands 35
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 35
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 35
FDO Partners, LLC 35
Caitlin John, LLC 35
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 35
Principle Wealth Partners Llc 35
Pallas Capital Advisors LLC 35
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 35
Invesco Senior Loan Fund 35
Headinvest, Llc 35
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 35
Modern Wealth Management, LLC 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 35
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 35
ArrowMark Colorado Holdings LLC 35
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 35
Bank Of Nova Scotia Trust Co 35
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 35
STRV - EA Series Trust - Strive 500 ETF 35
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 35
Nuveen Floating Rate Income Fund 35
HWG Holdings LP 35
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 35
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 35
Clearbridge Energy Mlp Total Return Fund Inc. 35
Aveo Capital Partners, LLC 35
Quaero Capital S.A. 35
Ipswich Investment Management Co., Inc. 35
Nfj Investment Group, Llc 35
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 35
Avidian Wealth Solutions, LLC 35
Advisor OS, LLC 35
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 35
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 35
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 35
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 35
Country Club Trust Company, n.a. 35
Ferguson Wellman Capital Management, Inc 35
S&t Bank/pa 35
Profunds - Profund Vp Large-cap Value 35
TCG Advisory Services, LLC 35
Ohio National Investments, Inc. 35
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 35
Voisard Asset Management Group, Inc. 35
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 35
Isthmus Partners, Llc 35
Laurel Wealth Advisors LLC 35
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 35
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 35
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 35
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 35
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 35
Graves-Light Private Wealth Management, Inc. 35
Eaton Vance Senior Income Trust 35
Dakota Wealth Management 35
Lavaca Capital Llc 35
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 35
Strategy Asset Managers Llc 35
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 35
BRC Investment Management LLC 35
E Fund Management Co., Ltd. 35
True Link Financial Advisors, LLC 35
44 Wealth Management Llc 35
LVPIX - Profunds - Large-cap Value Profund Investor Class 35
Counterpoint Mutual Funds LLC 35
Rs Investment Trust 35
Camelot Portfolios, LLC 35
FSTQX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Developed Markets Bond Index Fund 35
Mfs Intermediate Income Trust 35
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 35
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 35
Vertex One Asset Management Inc. 35
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 35
Risk Paradigm Group, LLC 35
Monroe Bank & Trust/mi 35
Gables Capital Management Inc. 35
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 35
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 35
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 35
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 35
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 35
Garde Capital, Inc. 35
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 35
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 35
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 35
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 35
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 35
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 35
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 35
Paulson Wealth Management Inc. 35
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 35
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 35
Klingman & Associates, LLC 35
Thomas White International Ltd 34
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 34
Decade Renewable Partners Lp 34
Brick & Kyle, Associates 34
Bourgeon Capital Management Llc 34
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 34
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 34
Great Diamond Partners, LLC 34
M Holdings Securities, Inc. 34
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 34
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 34
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 34
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 34
Botty Investors LLC 34
Sterne Agee Group, Inc. 34
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 34
Empower Advisory Group, LLC 34
Ironwood Financial, llc 34
Rocky Mountain Advisers, Llc 34
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 34
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A 34
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 34
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 34
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 34
Tortoise Energy Independence Fund, Inc. 34
Nova Wealth Management, Inc. 34
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 34
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 34
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 34
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 34
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 34
Oaktree Capital Management Lp 34
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 34
Industrial Alliance Investment Management Inc. 34
Jeppson Wealth Management, Llc 34
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 34
FJ Investments, LLC 34
Intrust Bank Na 34
SPX Equities Gestao de Recursos Ltda 34
Intersect Capital LLC 34
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 34
Putnam Global Utilities Fund 34
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 34
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 34
Sittner & Nelson, Llc 34
Cognios Capital, LLC 34
Authentikos Wealth Advisory, LLC 34
Kowal Investment Group, LLC 34
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 34
Blume Capital Management, Inc. 34
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 34
Cookson Peirce & Co Inc 34
Sagespring Wealth Partners, Llc 34
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 34
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 34
Monarch Partners Asset Management LLC 34
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 34
TCW ETF Trust - TCW Corporate Bond ETF 34
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 34
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 34
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 34
Global Trust Asset Management, LLC 34
Good Life Advisors, LLC 34
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 34
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 34
Longboard Asset Management, LP 34
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 34
Bardin Hill Management Partners Lp 34
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 34
First National Trust Co 34
Banco de Sabadell, S.A 34
DLD Asset Management, LP 34
Turner Investments, L.p. 34
Invesco Senior Income Trust 34
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 34
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 34
SageView Advisory Group, LLC 34
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 34
10Elms LLP 34
Blackstone / Gso Senior Floating Rate Term Fund 34
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 34
Avalon Trust Co 34
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 34
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 34
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 34
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 34
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 34
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 34
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 34
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 34
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 34
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 34
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 34
Matarin Capital Management, LLC 34
Harwood Advisory Group, LLC 34
SeaBridge Investment Advisors LLC 34
Vanguard Windsor Funds 34
Rodgers Brothers Inc. 34
Cidel Asset Management Inc 34
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 34
AlphaOne Investment Services, LLC 34
Institutional Investment Strategy Fund 34
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 34
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 34
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 34
CrestPoint Capital Management, LLC 34
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 34
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 34
CPI - IndexIQ ETF Trust - IQ Real Return ETF 34
Wilmington Trust Investment Management, LLC 34
Donaldson Capital Management, Llc 34
Hoover Financial Advisors, Inc. 33
SCIU - Global X Funds - Global X Scientific Beta US ETF 33
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 33
Eisler Capital (UK) Ltd. 33
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 33
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 33
Morningstar Investment Management LLC 33
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 33
Curi Wealth Management, LLC 33
Allianzgi Equity & Convertible Income Fund 33
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 33
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 33
Klingenstein Fields & Co Lp 33
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 33
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 33
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 33
Exchange Capital Management, Inc. 33
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 33
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 33
Norway Savings Bank 33
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 33
Sante Capital Fund, LP 33
Marcum Wealth, LLC 33
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 33
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 33
Beese Fulmer Investment Management, Inc. 33
MUB - iSHARES TRUST - iShares National Muni Bond ETF 33
Ghisallo Capital Management LLC 33
Iron Horse Wealth Management, LLC 33
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 33
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 33
Zullo Investment Group, Inc. 33
AlphaStar Capital Management, LLC 33
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 33
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 33
Charter Oak Capital Management, LLC 33
Paradigm Financial Partners, Llc 33
Sterling Investment Advisors, Ltd. 33
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 33
IFG Advisory, LLC 33
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 33
Jnl Series Trust - Jnl/mellon International Index Fund (a) 33
Fortis Capital Advisors, LLC 33
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 33
Toews Corp /adv 33
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 33
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 33
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 33
Wilmington Trust, National Association 33
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 33
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 33
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 33
Stone House Investment Management, LLC 33
Shepherd Kaplan Krochuk, Llc 33
Ausbil Investment Management Ltd 33
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 33
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 33
Athena Capital Advisors Llc 33
Cedar Mountain Advisors, LLC 33
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 33
Dfpg Investments, Llc 33
McElhenny Sheffield Capital Management, LLC 33
Fsb Premier Wealth Management, Inc. 33
First Heartland Consultants, Inc. 33
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 33
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 33
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 33
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 33
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 33
Unique Wealth Strategies, LLC 33
Core Bond Portfolio - Core Bond Portfolio 33
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 33
Fund Management at Engine No. 1 LLC 33
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 33
Foster Dykema Cabot & Partners, Llc 33
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 33
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 33
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 33
Pensionfund Sabic 33
RMR Wealth Builders 33
FUKOKU MUTUAL LIFE INSURANCE Co 33
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 33
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 33
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 33
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 33
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 33
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 33
Marathon Trading Investment Management LLC 33
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 33
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 33
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 33
First National Bank Of Omaha 33
Pflug Koory, LLC 33
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 33
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 33
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 33
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 33
Chesley Taft & Associates LLC 33
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 33
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 33
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 33
Pacific Center for Financial Services 33
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 33
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 33
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 33
Aevitas Wealth Management, Inc. 33
STXG - EA Series Trust - Strive 1000 Growth ETF 33
Paragon Capital Management Ltd 33
Haverford Trust Co 33
HSBC FUNDS - HSBC Strategic Income Fund Class A 33
AdvisorShares Investments LLC 33
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 33
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF 33
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 33
Landaas & Co /wi /adv 33
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 33
Fortis Group Advisors, LLC 33
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 33
Gwn Securities Inc. 33
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 33
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 33
Kiley Juergens Wealth Management, Llc 33
Ceredex Value Advisors LLC 33
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 33
PrairieView Partners, LLC 33
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 33
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 33
BlackRock ETF Trust II - BlackRock High Yield ETF 33
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 33
Genesis Wealth Advisors, LLC 33
Us Financial Advisors, Llc 33
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 33
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 33
Duff & Phelps Select Energy Mlp Fund Inc. 33
Surevest, LLC 33
Guggenheim Energy & Income Fund 33
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 32
Welch & Forbes Llc 32
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 32
Macquarie/first Trust Global Infrastr/util Div & Inc Fund 32
Eaton Vance Short Duration Diversified Income Fund 32
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 32
Groupe la Francaise 32
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 32
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 32
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 32
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 32
IWC - iSHARES TRUST - iShares Micro-Cap ETF 32
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 32
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 32
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 32
AEICX - MUTUAL FUND SERIES TRUST - AlphaCentric Energy Income Fund Class C 32
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 32
Custom Index Systems, Llc 32
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 32
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 32
Wealthsource Partners, Llc 32
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 32
Rotella Capital Management, Inc. 32
Simmons Bank 32
Cowa, Llc 32
Keeley Asset Management Corp 32
Waterloo Capital, L.P. 32
Mowery & Schoenfeld Wealth Management, LLC 32
MTM Investment Management, LLC 32
Jamison Eaton & Wood Inc /nj 32
Missouri Trust & Investment Co 32
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 32
Leap Investments Lp 32
First National Corp /ma/ /adv 32
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 32
Summit X, LLC 32
Jag Capital Management, Llc 32
Cushing Etf Trust 32
Nuveen Floating Rate Income Opportunity Fund 32
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 32
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 32
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 32
Prentiss Smith & Co Inc 32
Western Wealth Management, LLC 32
Mid Atlantic Financial Management Inc/adv 32
Gyl Financial Synergies, Llc 32
Journey Strategic Wealth Llc 32
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 32
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 32
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 32
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 32
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 32
N.E.W. Advisory Services LLC 32
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 32
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 32
Rockland Trust Co 32
Corbenic Partners LLC 32
Foundry Partners, LLC 32
Wealth Alliance 32
Stratos Wealth Advisors, LLC 32
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 32
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 32
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 32
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 32
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 32
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 32
Cowen Prime Services LLC 32
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 32
Arvest Bank Trust Division 32
Bell Rock Capital Llc 32
Vanguard Specialized Funds 32
JEUTX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Utilities Trust NAV 32
Taylor Wealth Management Partners 32
Brand Asset Management Group, Inc. 32
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 32
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 32
Howard Capital Management Inc. 32
Nikko Asset Management Americas, Inc. 32
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 32
Planning Capital Management Corp 32
Barrett & Company, Inc. 32
High Point Bank & Trust Co 32
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 32
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 32
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 32
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 32
Ramsey Quantitative Systems 32
GSB Wealth Management, LLC 32
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 32
Crews Bank & Trust 32
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 32
KIFAX - Forward Funds - Salient Select Income Fund Class A 32
Bridgeworth, LLC 32
Axiom Investment Management LLC 32
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 32
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 32
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 32
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 32
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 32
Heronetta Management, L.P. 32
Wade G W & Inc 32
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 32
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 32
Baader Bank INC 32
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 32
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 32
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 32
Boston Trust Walden Corp 32
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 32
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 32
BRAMX - Blackrock Allocation Target Shares - Bats Series M 32
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 32
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 32
Founders Bank & Trust 32
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 32
Nexus Asset Management LLC 32
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 32
Oppenheimer Steelpath Mlp Funds Trust 32
Ridgeworth Funds 32
Lowe Wealth Advisors, LLC 32
Iat Reinsurance Co Ltd. 32
Chelsea Counsel Co 32
VSM Wealth Advisory, LLC 32
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 32
Financial Advisors Network, Inc. 32
PFG Private Wealth Management, LLC 32
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 32
AlphaCore Capital LLC 32
Richard W. Paul & Associates, LLC 32
ABASX - AB TRUST - AB Discovery Value Fund Class A 32
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 32
Choate Investment Advisors 32
Quest 10 Wealth Builders, Inc. 32
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 32
Northwest Wealth Management, Llc 32
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 32
Clearbridge Energy Mlp Fund Inc. 32
Stock Yards Bank & Trust Co 32
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 32
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 31
Graypoint LLC 31
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 31
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 31
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 31
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 31
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 31
Alta Advisers Ltd 31
1st Source Bank 31
Boyd Watterson Asset Management Llc/oh 31
Burleson & Company, LLC 31
Imprint Wealth LLC 31
Nuance Investments, Llc 31
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 31
La Banque Postale Asset Management SA 31
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 31
McKinley Carter Wealth Services, Inc. 31
Signature Wealth Management Group 31
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 31
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 31
Leelyn Smith, LLC 31
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 31
Nations Financial Group Inc, /ia/ /adv 31
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 31
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 31
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 31
Smith Asset Management Group Lp 31
CenturyLink Investment Management Co 31
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 31
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 31
Edge Asset Management, Inc 31
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 31
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 31
Stratton Management Co 31
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 31
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 31
Founders Capital Management 31
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 31
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 31
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 31
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 31
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 31
OHIO NATIONAL FUND INC - ON Bond Portfolio 31
Verity & Verity, LLC 31
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 31
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 31
Cherry Tree Wealth Management, LLC 31
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 31
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 31
Altfest L J & Co Inc 31
Total Investment Management Inc 31
Register Financial Advisors LLC 31
Cornerstone Advisors Inc 31
HBC Financial Services, PLLC 31
Anfield Capital Management, LLC 31
Clear Perspective Advisors, LLC 31
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 31
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 31
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 31
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 31
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 31
Marshall & Sterling Wealth Advisors Inc. 31
Nuveen Nasdaq 100 Dynamic Overwrite Fund 31
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 31
Ruggie Capital Group 31
Allstate Investment Management Co 31
Meridian Wealth Advisors, LLC 31
Gabelli Equity Trust Inc 31
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 31
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 31
Herold Advisors, Inc. 31
Crawford Investment Counsel Inc 31
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 31
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 31
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 31
Gilman Hill Asset Management, LLC 31
Neville Rodie & Shaw Inc 31
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 31
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 31
Leuthold Group, Llc 31
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 31
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 31
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 31
Oppenheimer Capital Income Fund 31
Miller/howard High Income Equity Fund 31
Fs Multi-alternative Income Fund 31
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 31
Calamos Wealth Management LLC 31
Opseu Pension Plan Trust Fund 31
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 31
Argent Advisors, Inc. 31
GATEX - Gateway Trust - Gateway Fund Class A Shares 31
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 31
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 31
Cim Investment Mangement Inc 31
Thor Advisors, Llc 31
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 31
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 31
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 31
Ethos Financial Group, LLC 31
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 31
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class 31
Trust Point Inc. 31
Mediolanum International Funds Ltd 31
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 31
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 31
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 31
Cantor Fitzgerald Sustainable Infrastructure Fund 31
Capital International Inc /ca/ 31
Alpine Associates Management Inc. 31
Thornburg Investment Management Inc 31
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 31
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 31
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 31
Graticule Asia Macro Advisors LLC 31
Kb Financial Partners, Llc 31
Friedenthal Financial 31
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 31
Carnick & Kubik, LLC 31
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 31
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 31
BP Capital Fund Advisors, LLC 31
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 31
Bell Bank 31
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 31
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 31
Santori & Peters, Inc. 31
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 31
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 31
Safeguard Investment Advisory Group, LLC 31
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 31
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 31
Keel Point, LLC 31
Pineridge Advisors LLC 31
Empyrean Capital Partners, LP 31
Weil Company, Inc. 31
Northpointe Capital Llc 31
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 31
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 31
Madden Advisory Services, Inc. 31
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 31
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 31
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 31
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 31
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 31
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 31
Verdence Capital Advisors LLC 31
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 31
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 31
Kiwi Wealth Investments Limited Partnership 31
TruNorth Capital Management, LLC 31
Marino, Stram & Associates Llc 31
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 31
Sanders Morris Harris Llc 31
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 31
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 31
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 30
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 30
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 30
Tidemark, LLC 30
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 30
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 30
BWZ - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Short Term International Treasury Bond ETF 30
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 30
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 30
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 30
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 30
Farallon Capital Management Llc 30
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 30
RR Advisors, LLC 30
Fwl Investment Management, Llc 30
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 30
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 30
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 30
Advance Capital I Inc 30
Acrisure Capital Management, LLC 30
BankPlus Trust Department 30
Sheets Smith Wealth Management 30
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 30
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 30
Transcendent Capital Group LLC 30
Cyrus J. Lawrence, LLC 30
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 30
Sharkey, Howes & Javer 30
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 30
DVY - iSHARES TRUST - iShares Select Dividend ETF 30
Cfm Wealth Partners Llc 30
Nuveen Short Duration Credit Opportunities Fund 30
FLYT - Direxion Shares ETF Trust - Direxion Flight to Safety Strategy ETF 30
Guggenheim Equal Weight Enhanced Equity Income Fund 30
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 30
Jacobus Wealth Management, Inc. 30
Quotient Investors, LLC 30
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 30
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 30
Harvest Investment Services, LLC 30
Kozak & Associates, Inc. 30
Jamison Private Wealth Management, Inc. 30
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 30
Sentry Investments Corp. 30
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 30
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 30
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 30
Teton Westwood Funds 30
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 30
Harvest Portfolios Group Inc. 30
Wright Investors Service Inc 30
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 30
Nuveen Senior Income Fund 30
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 30
Elkhorn Investments, LLC 30
Garda Capital Partners Lp 30
Old Point Trust & Financial Services N A 30
Chilton Investment Co Llc 30
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 30
Mpwm Advisory Solutions, Llc 30
Edge Capital Group, LLC 30
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 30
Lakeview Capital Partners, LLC 30
MU Investments Co., Ltd. 30
IMS Capital Management 30
Mhi Funds, Llc 30
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 30
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 30
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 30
Annapolis Financial Services, LLC 30
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 30
Bluestein R H & Co 30
Goldman Sachs Mlp Income Opportunities Fund 30
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 30
Coston, McIsaac & Partners 30
Bank Of The West 30
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 30
Tennessee Valley Asset Management Partners 30
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 30
Penn Capital Management Co Inc 30
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 30
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 30
Boston Financial Mangement Llc 30
Modera Wealth Management, LLC 30
Lynx Investment Advisory 30
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 30
Raiffeisen Bank International AG 30
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 30
Davis R M Inc 30
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 30
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 30
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 30
CT Financial Advisors LLC 30
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 30
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 30
BBT Capital Management, LLC 30
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 30
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares 30
Genworth Financial Inc 30
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 30
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 30
Ada Investment Management, LP 30
Icon Wealth Advisors, LLC 30
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 30
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 30
WESPAC Advisors SoCal, LLC 30
United Asset Strategies, Inc. 30
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 30
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 30
Regal Wealth Group, Inc. 30
Cullen Capital Management, LLC 30
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 30
CFS Investment Advisory Services, LLC 30
Strategic Wealth Advisors Group, LLC 30
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 30
Vermillion Wealth Management, Inc. 30
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund 30
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 30
Cramer Rosenthal Mcglynn Llc 30
Triangle Securities Wealth Management 30
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 30
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 30
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF 30
Mariner Investment Group Llc 30
PDS Planning, Inc 30
EULAV Asset Management 30
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 30
Integrity Alliance, Llc. 30
Fidelity Multi-Strategy Credit Fund 30
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 30
LBA Wealth Management, LLC 30
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 30
Vaughan Nelson Investment Management, L.p. 29
Saba Capital Management, L.P. 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 29
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 29
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 29
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 29
NOINX - Northern Funds - Northern International Equity Index Fund 29
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 29
1st Global Advisors, Inc. 29
Prosperity Consulting Group, LLC 29
Capital Innovations LLC 29
Oppenheimer Limited-term Bond Fund 29
Charter Trust Co 29
Nuveen Multi-market Income Fund 29
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 29
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 29
Barometer Capital Management Inc. 29
Forum Financial Management, LP 29
Mystic Asset Management, Inc. 29
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 29
Lansforsakringar Fondforvaltning AB (publ) 29
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 29
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 29
Mercer Capital Advisers, Inc. 29
Capital World Growth & Income Fund 29
Smith Affiliated Capital Corp. 29
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 29
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 29
Midwest Trust Co 29
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 29
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 29
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 29
MERVX - MERGER FUND VL - The Merger Fund VL 29
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 29
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 29
Soroban Capital Partners LP 29
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 29
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF 29
Voya Senior Income Fund 29
Cornerstone Strategic Value Fund Inc 29
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF 29
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 29
DAINX - Dunham Funds - Dunham International Stock Fund Class A 29
Fiduciary/claymore Mlp Opportunity Fund 29
Nuveen Energy Mlp Total Return Fund 29
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 29
Kayne Anderson Energy Development Co 29
Clear Investment Research, Llc 29
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 29
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 29
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 29
DIV - Global X Funds - Global X SuperDividend U.S. ETF 29
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 29
PharVision Advisers, LLC 29
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 29
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 29
America First Investment Advisors, LLC 29
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 29
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 29
VCHYX - VALIC Co II - High Yield Bond Fund 29
EWG Elevate Inc. 29
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 29
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 29
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 29
Annex Advisory Services, LLC 29
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 29
McGlone Suttner Wealth Management, Inc. 29
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 29
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 29
Baltimore-Washington Financial Advisors, Inc. 29
Banyan Partners, LLC 29
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 29
Ruedi Wealth Management, Inc. 29
Obermeyer Wood Investment Counsel, Lllp 29
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 29
Aurora Investment Counsel 29
Barrow Hanley Mewhinney & Strauss Llc 29
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 29
Oarsman Capital, Inc. 29
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 29
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 29
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 29
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 29
Foster & Motley Inc 29
Financial Engines Advisors L.L.C. 29
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 29
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES 29
Redwood Investment Management, Llc 29
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 29
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 29
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 29
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 29
Providence Capital Advisors, LLC 29
Spears Abacus Advisors LLC 29
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 29
JNL SERIES TRUST - JNL International Index Fund (I) 29
G&S Capital LLC 29
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 29
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 29
AMG National Trust Bank 29
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 29
MBE Wealth Management, LLC 29
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 29
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 29
Mangrove Partners 29
Partners Group Holding AG 29
Braun-Bostich & Associates Inc. 29
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 29
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 29
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 29
Cozad Asset Management Inc 29
Clifford Swan Investment Counsel Llc 29
Holloway Wealth Management, LLC 29
Wakefield Asset Management LLLP 29
Hodges Capital Management Inc. 29
Balasa Dinverno & Foltz Llc 29
Schooner Investment Group, LLC. 29
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 29
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 29
Franklin Templeton ETF Trust - Franklin Income Focus ETF 29
Cypress Asset Management Inc/tx 29
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 29
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 29
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 29
Artisan Partners Limited Partnership 29
Fortem Financial Group, Llc 29
DecisionPoint Financial, LLC 29
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 29
Pacific Capital Wealth Advisors, Inc 29
Planned Solutions, Inc. 29
Welch Group, LLC 29
United Community Bank 29
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 29
Foster Dykema Cabot & Co Inc/ma 29
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 29
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 29
Capital International Sarl 29
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 29
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 29
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 29
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 29
TENOR CAPITAL MANAGEMENT Co., L.P. 29
Ativo Capital Management LLC 29
Gilliland Jeter Wealth Management LLC 29
Pring Turner Capital Group Inc 29
ZAP - Global X Funds - Global X U.S. Electrification ETF 29
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 29
Context Capital Management, LLC 28
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 28
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 28
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 28
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 28
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 28
Fulton Breakefield Broenniman Llc 28
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 28
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 28
KAMES CAPITAL plc 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 28
Beck Capital Management, Llc 28
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 28
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 28
Kohmann Bosshard Financial Services, LLC 28
ISHG - iSHARES TRUST - iShares 1-3 Year International Treasury Bond ETF 28
Azimuth Capital Management LLC 28
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 28
NOIEX - Northern Funds - Northern Income Equity Fund 28
Ironwood Investment Counsel, LLC 28
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 28
Uniplan Investment Counsel, Inc. 28
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 28
MADDEN SECURITIES Corp 28
Mission Wealth Management, Lp 28
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 28
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 28
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 28
Sound View Wealth Advisors Group, LLC 28
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 28
Blackrock Floating Rate Income Trust 28
Mesirow Financial Investment Management, Inc. 28
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 28
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 28
Morton Brown Family Wealth, LLC 28
Peterson Financial Group, Inc. 28
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 28
TIG Advisors, LLC 28
West Oak Capital, LLC 28
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 28
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 28
GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF 28
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 28
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 28
Credential Securities Inc. 28
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 28
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 28
Vollero Beach Capital Partners LLC 28
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 28
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 28
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 28
Clearbridge American Energy Mlp Fund Inc. 28
American Assets Investment Management, LLC 28
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 28
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 28
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 28
Human Investing LLC 28
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 28
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 28
Capital Advisory Group Advisory Services, LLC 28
Psagot Investment House Ltd. 28
Meitav Dash Investments Ltd 28
American Financial Network Advisory Services Llc 28
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 28
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 28
Blue Bell Private Wealth Management, Llc 28
CGC Financial Services, LLC 28
Dean Capital Management 28
Strategic Financial Concepts, LLC 28
Gleason Group, Inc. 28
Demars Financial Group, LLC 28
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 28
Connor Clark & Lunn Investment Management Ltd 28
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 28
Fs Energy Total Return Fund 28
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 28
Synergy Financial Management, LLC 28
ACVF - ETF Opportunities Trust - American Conservative Values ETF 28
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 28
Chicago Capital Management, LLC 28
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 28
MD Financial Management Inc. 28
Maple-Brown Abbott Ltd 28
Clarkston Capital Partners, LLC 28
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 28
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 28
Cion Ares Diversified Credit Fund 28
PIMCO Flexible Municipal Income Fund 28
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 28
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 28
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 28
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 28
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 28
Gratus Capital LLC 28
ENDW - EA Series Trust - Cambria Endowment Style ETF 28
Boenning & Scattergood, Inc. 28
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 28
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 28
Novare Capital Management Llc 28
Marquette Asset Management, LLC 28
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 28
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 28
TCF National Bank 28
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 28
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 28
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 28
TRANSAMERICA FUNDS - Transamerica Total Return I2 28
Grey Fox Wealth Advisors, LLC 28
Thompson Investment Management, Inc. 28
F3Logic, LLC 28
Wsfs Capital Management, Llc 28
Sentinel Trust Co Lba 28
Y.D. More Investments Ltd 28
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 28
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 28
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 28
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 28
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 28
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 28
Hartline Investment Corp/ 28
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 28
Heck Capital Advisors, LLC 28
Financial Synergies Wealth Advisors, Inc. 28
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 28
Zwj Investment Counsel Inc 28
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 28
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 28
ICONIQ Capital, LLC 28
Wrapmanager Inc 28
180 Wealth Advisors, Llc 28
STFGX - Advisers Investment Trust - State Farm Growth Fund 28
Zweig-DiMenna Associates LLC 28
Rnc Capital Management Llc 28
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 28
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 28
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 28
McAdams Wright Ragen, Inc. 28
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 28
BancorpSouth Bank 28
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 28
Belmont Global Advisors, Inc. 28
Baker Ellis Asset Management LLC 28
Banced Corp 28
Jackson Wealth Management, LLC 28
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 28
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 28
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 27
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 27
VCULX - VALIC Co I - Growth Fund 27
Cognios Beta Neutral Large Cap Fund, Lp 27
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 27
IFC Holdings Incorporated/FL 27
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 27
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 27
ClearAlpha Technologies LP 27
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 27
First United Bank Trust/ 27
Gardner Lewis Asset Management L P 27
Monument Capital Management 27
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 27
Abich Financial Wealth Management LLC 27
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 27
Us Global Investors Funds 27
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 27
Vision Financial Markets Llc 27
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 27
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 27
VCTPX - VALIC Co I - Inflation Protected Fund 27
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 27
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 27
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 27
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 27
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 27
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 27
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 27
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 27
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 27
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 27
Lion Street Advisors, LLC 27
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 27
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 27
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 27
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 27
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 27
Aldebaran Financial Inc. 27
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 27
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 27
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 27
Shamrock Asset Management LLC 27
Tortoise Capital Series Trust - Tortoise Essential Energy Fund 27
Plancorp, LLC 27
Leisure Capital Management 27
Reston Wealth Management Llc 27
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 27
Institute for Wealth Management, LLC. 27
New Jersey Better Educational Savings Trust 27
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 27
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 27
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 27
Portside Wealth Group, LLC 27
Nuveen S&p 500 Buywrite Income Fund 27
Hc Financial Advisors Inc 27
Banque Transatlantique SA 27
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 27
Firestone Capital Management 27
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 27
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 27
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 27
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 27
Daiwa SB Investments Ltd. 27
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 27
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 27
Huber Capital Management LLC 27
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 27
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 27
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 27
Kessler Investment Group, LLC 27
Tower Bridge Advisors 27
Heartland Advisors Inc 27
Olistico Wealth, LLC 27
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 27
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 27
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 27
Fft Wealth Management Llc 27
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 27
Comprehensive Financial Consultants Institutional, Inc. 27
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 27
Nuveen Preferred & Income Term Fund 27
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 27
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 27
RBF Capital, LLC 27
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 27
Qualcomm Inc/de 27
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 27
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 27
New England Capital Financial Advisors LLC 27
Alpine Bank Wealth Management 27
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 27
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 27
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 27
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 27
South Texas Money Management Ltd 27
Values First Advisors, Inc. 27
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 27
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 27
Carmel Capital Partners, LLC 27
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 27
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 27
Resolute Advisors LLC 27
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 27
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 27
Impax Asset Management Group plc 27
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 27
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 27
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 27
Legacy Wealth Managment, LLC/ID 27
Pekin Hardy Strauss, Inc. 27
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A 27
New England Asset Management Inc 27
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF 27
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 27
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 27
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 27
Hall Laurie J Trustee 27
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 27
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 27
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND 27
Manchester Financial Inc 27
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 27
PGIM Short Duration High Yield Opportunities Fund 27
Ntv Asset Management Llc 27
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 27
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 27
Wayfinding Financial, LLC 27
Boston Common Asset Management, LLC 27
Kelly Lawrence W & Associates Inc/ca 27
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 27
Brandywine Oak Private Wealth Llc 27
Gitterman Wealth Management, LLC 27
EAEAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A 27
RPg Family Wealth Advisory, LLC 27
New York Life Trust Co 27
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 27
PFG Advisors 27
Sourcerock Group LLC 27
Stonegate Investment Group, LLC 26
Kimelman & Baird, LLC 26
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 26
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 26
Daymark Wealth Partners, Llc 26
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 26
Groesbeck Investment Management Corp /nj/ 26
RNRG - Global X Funds - Global X YieldCo & Renewable Energy Income ETF 26
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 26
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 26
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 26
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 26
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 26
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 26
American Independence Funds Trust 26
Cadence Bank Na 26
Hanlon Investment Management, Inc. 26
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 26
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 26
Clough Global Dividend & Income Fund 26
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 26
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 26
Alpine Equity Trust 26
Clough Capital Partners L P 26
Wintrust Investments Llc 26
New Hampshire Trust 26
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 26
Bmc Fund Inc 26
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 26
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 26
Vestor Capital, Llc 26
Kiker Wealth Management, LLC 26
Private Asset Management Inc 26
Cypress Wealth Advisors LLC 26
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 26
BW Gestao de Investimentos Ltda. 26
Moody Lynn & Lieberson, Llc 26
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 26
Valley Brook Capital Group, Inc. 26
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 26
RobecoSam USA, Inc. 26
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 26
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 26
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 26
Portman Square Capital LLP 26
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 26
Grimes & Company, Inc. 26
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 26
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I 26
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 26
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF 26
BFIX - Build Funds Trust - Build Bond Innovation ETF 26
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 26
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 26
Sustainable Insight Capital Management, LLC 26
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 26
Capstone Series Fund Inc 26
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 26
Cornerstone Total Return Fund Inc 26
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 26
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 26
VCIEX - VALIC Co I - International Equities Index Fund 26
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 26
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares 26
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares 26
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 26
Affiance Financial, LLC 26
Commonwealth Financial Services, LLC 26
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 26
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 26
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 26
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 26
Trust Investment Advisors 26
Abn Amro Investment Solutions 26
Blackrock Floating Rate Income Strategies Fund, Inc. 26
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 26
Sanibel Captiva Trust Company, Inc. 26
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 26
NinePointTwo Capital 26
Harfst & Associates, Inc. 26
Aspiriant, Llc 26
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 26
Key Group Holdings (cayman), Ltd. 26
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 26
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 26
Piershale Financial Group, Inc. 26
WFA of San Diego, LLC 26
Nuveen Variable Rate Preferred & Income Fund 26
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 26
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 26
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 26
Shine Investment Advisory Services Inc 26
Whitener Capital Management, Inc. 26
Silvant Capital Management LLC 26
Elmwood Wealth Management, Inc. 26
Hoese & Co LLP 26
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 26
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 26
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 26
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 26
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 26
AT Bancorp 26
Voya Emerging Markets High Dividend Equity Fund 26
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 26
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 26
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 26
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 26
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 26
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 26
Carret Asset Management, Llc 26
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 26
Legacy Investment Solutions, LLC 26
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 26
Plato Investment Management Ltd 26
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 26
Resolution Capital Ltd 26
First Community Trust Na 26
Albert D Mason Inc 26
Camden Capital, LLC 26
Mcdonald Partners Llc 26
Horizon Bancorp Inc /in/ 26
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 26
Professional Financial Advisors, LLC 26
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 26
Eaton Vance Tax-managed Buy-write Income Fund 26
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 26
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 26
Strategic Investment Advisors / MI 26
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 26
Signature Estate & Investment Advisors Llc 26
Robertson Stephens Wealth Management, LLC 26
Somerset Trust Co 26
Allianz Se 26
Family Management Corp 26
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 26
Capital Wealth Alliance, LLC 26
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 26
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 26
Bridges Investment Management Inc 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 26
Delphia (USA) Inc. 26
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 26
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A 26
Halpern Financial, Inc. 26
Johnson Midwest Financial, LLC 26
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 26
Capital Financial Planning, LLC 26
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 26
Town & Country Bank & Trust CO dba First Bankers Trust CO 26
RE Dickinson Investment Advisors, LLC 26
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 26
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 26
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 26
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 26
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 26
Financial Advantage, Inc. 26
Btr Capital Management Inc 26
BCJ Capital Management, LLC 26
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 26
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 26
Opera Trading Capital 26
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 26
Ronald Blue & Co Llc 26
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 26
Carderock Capital Management Inc 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 26
Invesco Dynamic Credit Opportunities Fund 26
Ramirez Asset Management, Inc. 26
Huff W R Asset Management Co Llc /de/ 26
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 26
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 26
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 26
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 26
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 26
CFICX - CALVERT FUND - Calvert Income Fund Class A 26
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 26
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 26
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 26
Governors Lane LP 26
Aip Series Trust 26
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 26
Focus Financial Network, Inc. 26
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 26
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 26
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 26
Morgan Dempsey Capital Management Llc 26
HighMark Wealth Management LLC 26
Bank & Trust Co 26
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 26
Rs Investment Management Co Llc 26
Sasco Capital Inc / Ct/ 26
M&G Plc 26
Baker Tilly Financial, Llc 26
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 26
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 26
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 26
SRB Corp 26
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 26
Scissortail Wealth Management, LLC 26
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 26
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 26
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 26
Wasatch Advisors Inc 26
Gf Fund Management Co. Ltd. 26
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 26
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 25
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 25
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 25
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 25
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 25
Eagle Growth & Income Opportunities Fund 25
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 25
Fdp Series, Inc. 25
Sumitomo Life Insurance Co 25
Periscope Capital Inc. 25
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 25
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 25
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 25
Atlas Private Wealth Management 25
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 25
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 25
Cohen & Steers Real Estate Opportunities & Income Fund 25
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 25
Aberdeen Standard Global Infrastructure Income Fund 25
Nicolet Advisory Services, Llc 25
K.J. Harrison & Partners Inc 25
Cobblestone Capital Advisors Llc /ny/ 25
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 25
Capital Management Associates /ny/ 25
Opus Capital Group, LLC 25
Tcg Advisors, Lp 25
Mayflower Financial Advisors, LLC 25
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 25
Horizon Funds - Centre Global Infrastructure Fund Investor Class 25
NOIGX - Northern Funds - Northern International Equity Fund 25
Ray Gerald L & Associates Ltd 25
ADVANCED SERIES TRUST - AST Jennison Global Infrastructure Portfolio 25
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 25
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 25
Pegasus Partners Ltd. 25
Thoroughbred Financial Services, Llc 25
Adams Hall Wealth Advisors, LLC 25
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 25
Nuveen All Cap Energy Mlp Opportunities Fund 25
J.Safra Asset Management Corp 25
Grandview Asset Management LLC 25
Generali Investments CEE, investicni spolecnost, a.s. 25
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 25
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 25
Filbrandt Wealth Management, LLC 25
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 25
Supplemental Annuity Collective Trust of NJ 25
Mondrian Investment Partners LTD 25
NOLVX - Northern Funds - Northern Large Cap Value Fund 25
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 25
World Equity Group, Inc. 25
Nippon Life Insurance Co 25
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 25
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 25
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 25
Ford Financial Group, LLC 25
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 25
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 25
Ninety One UK Ltd 25
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 25
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 25
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 25
Todd Asset Management Llc 25
Cantor Fitzgerald, L. P. 25
Bridgecreek Investment Management, LLC 25
Private Advisory Group LLC 25
Flagship Wealth Advisors, Llc 25
Deltec Asset Management Llc 25
SWAN Capital LLC 25
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 25
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 25
Nuveen Core Plus Impact Fund 25
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 25
EJF Capital LLC 25
Jet Capital Investors L P 25
Mairs & Power Inc 25
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 25
San Luis Wealth Advisors LLC 25
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 25
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 25
Kohlberg Kravis Roberts & Co. L.P. 25
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 25
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 25
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 25
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 25
West Bancorporation Inc 25
Cordatus Wealth Management LLC 25
Insigneo Advisory Services, Llc 25
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 25
Cornerstone Advisory, LLC 25
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 25
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 25
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 25
S. Muoio & Co. Llc 25
Reby Advisors, LLC 25
Gerstein Fisher 25
Walker Asset Management, LLC 25
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF 25
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 25
Fernwood Investment Management, LLC 25
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 25
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 25
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 25
Caxton Associates Llp 25
Oppenheimer Corporate Bond Fund 25
Fourth Dimension Wealth, LLC 25
Steadfast Capital Management Lp 25
Great Lakes Retirement, Inc. 25
Bellevue Asset Management, Llc 25
River & Mercantile Asset Management Llp 25
Groupama Asset Managment 25
Financiere des Professionnels - Fonds d,investissement inc. 25
PFS Partners, LLC 25
MidWestOne Financial Group, Inc. 25
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 25
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 25
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 25
Baillie Gifford & Co 25
Smallwood Wealth Investment Management, LLC 25
Aequim Alternative Investments LP 25
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 25
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 25
Grace Capital 25
Signator Financial Services, Inc. 25
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 25
Clarfeld Financial Advisors, Llc 25
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 25
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 25
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 25
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 25
Private Bank & Trust Co 25
Ballast Advisors Llc 25
Connable Office Inc 25
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 25
Miracle Mile Advisors, LLC 25
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 25
Blackrock Enhanced Equity Dividend Trust 25
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 25
Fairway Wealth LLC 25
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 25
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 25
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 25
Cpwm, Llc 25
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 25
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 25
Field & Main Bank 25
Sonora Investment Management Group, LLC 25
Achievement Holdings L.P. 25
Reinhart Partners, Inc. 25
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 25
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 25
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 25
Centennial Bank/AR/ 25
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 25
Gamble Jones Investment Counsel 25
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 25
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 25
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 25
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 25
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 25
Mascagni Wealth Management, Inc. 25
VVSCX - VALIC Co I - Small Cap Value Fund 25
Guyasuta Investment Advisors Inc 25
Arrow Investment Advisors, LLC 25
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 25
Evanson Asset Management, LLC 25
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 25
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 24
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 24
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 24
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 24
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 24
Kwmg, Llc 24
Thrivent Core Funds - Thrivent Core International Equity Fund 24
Biltmore Capital Advisors LLC 24
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 24
Wood Tarver Financial Group, LLC 24
Cohen Capital Management, Inc. 24
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 24
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 24
Praesidis Advisors LLC 24
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 24
Crescent Capital Consulting, LLC 24
Fifth Lane Capital, Lp 24
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 24
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 24
Courier Capital Llc 24
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 24
Fort Pitt Capital Group, Llc 24
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 24
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 24
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 24
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 24
Bivin & Associates, Inc. 24
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 24
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 24
Abundance Wealth Counselors 24
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund 24
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 24
Xtx Markets Llc 24
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 24
Stevens First Principles Investment Advisors 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 24
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 24
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 24
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 24
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 24
Investment House Llc 24
Malaga Cove Capital, LLC 24
Dalton Greiner Hartman Maher & Co 24
Sivia Capital Partners, LLC 24
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 24
Advantage Advisers Xanthus Fund, L.l.c. 24
Kellner Capital, LLC 24
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 24
Calvert Impact Fund Inc 24
Beach Investment Management, LLC. 24
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A 24
Union Bancaire Privee, UBP SA 24
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 24
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 24
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 24
Columbia Asset Management 24
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 24
Brown Advisory Securities, LLC 24
Deerfield Management Company, L.p. (series C) 24
Schonfeld Group Holdings LLC 24
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 24
CMF - iSHARES TRUST - iShares California Muni Bond ETF 24
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 24
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 24
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 24
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 24
Waverton Investment Management Ltd 24
GQG Partners LLC 24
Baron Silver Stevens Financial Advisors, Llc 24
Hgk Asset Management Inc 24
Scout Investments, Inc. 24
Tiedemann Trust Co 24
Summit Financial Wealth Advisors, LLC 24
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 24
Rossmore Private Capital 24
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 24
Guidant Wealth Advisors 24
LifeSteps Financial, Inc. 24
Iberiabank Corp 24
Godshalk Welsh Capital Management, Inc. 24
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 24
Arrowgrass Capital Partners (us) Lp 24
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 24
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 24
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 24
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 24
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 24
Munder Capital Management 24
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 24
Secure Asset Management, LLC 24
VCRAX - Voya MUTUAL FUNDS - Voya CBRE Global Infrastructure Fund Class A 24
Montecito Bank & Trust 24
National Penn Investors Trust Co /pa 24
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 24
Worth Asset Management, LLC 24
Sumit Capital, Llc 24
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 24
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 24
Midwest Professional Planners, LTD. 24
Samson Capital Management, LLC 24
Amplify ETF Trust - Amplify AI Powered Equity ETF 24
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 24
Stonebridge Financial Planning Group, LLC 24
RBB FUND, INC. - Adara Smaller Companies Fund 24
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 24
Arbor Wealth Management, LLC 24
Armbruster Capital Management, Inc. 24
Ti-trust, Inc 24
Fiduciary Financial Services Of The Southwest Inc /tx 24
Cambria Investment Management, L.P. 24
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A 24
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 24
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 24
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 24
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 24
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 24
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 24
Nuveen High Income 2023 Target Term Fund 24
Burns Matteson Capital Management, LLC 24
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 24
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 24
Keudell/Morrison Wealth Management 24
Westover Capital Advisors, LLC 24
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 24
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 24
Palmer Square Opportunistic Income Fund 24
Pingora Partners LLC 24
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 24
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 24
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 24
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 24
Penseco Financial Services Corp 24
Stephenson National Bank & Trust 24
Garner Asset Management Corp 24
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 24
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 24
Dunvegan Associates, Inc. 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 24
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 24
Gq Asset Management, Llc 24
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 24
Starfire Investment Advisers, Inc. 24
New Wave Wealth Advisors Llc 24
Braun Stacey Associates Inc 24
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 24
Ransom Advisory, Ltd 24
Paragon Capital Management LLC 24
SVA Wealth Management, LLC 24
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 24
Bedrijfstakpensioenfonds Voor De Media Pno 24
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 24
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 24
Catamount Wealth Management 24
CoreCommodity Management, LLC 24
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 24
Nuveen Tax Advantaged Total Return Strategy Fund 24
John Hancock Tax-advantaged Global Shareholder Yield Fund 24
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 24
Beacon Financial Group 24
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 24
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 24
Greenwood Capital Associates Llc 24
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 24
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 23
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 23
Dominick & Dominick LLC 23
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 23
Shay Capital LLC 23
Syntax Advisors, Llc 23
ASR Vermogensbeheer N.V. 23
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 23
Pure Financial Advisors, Inc. 23
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 23
Ssga Master Trust 23
Holistic Financial Partners 23
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 23
Asset Planning,Inc 23
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 23
Pax World Management Llc 23
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 23
Mechanics Bank Trust Department 23
Franklin Square Holdings, L.P. 23
Wbh Advisory Inc 23
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 23
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 23
Numerai GP LLC 23
J. Safra Sarasin Holding AG 23
Wills Financial Group, Inc. 23
Goelzer Investment Management, Inc. 23
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 23
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 23
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 23
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 23
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 23
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 23
Narwhal Capital Management 23
Hobbs Group Advisors, LLC 23
Sphinx Trading, Lp 23
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 23
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 23
Equitable Trust Co 23
CQS Cayman LP 23
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 23
Strategic Capital Alternatives LLC 23
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 23
VMAX - Lattice Strategies Trust - Hartford US Value ETF 23
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 23
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 23
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 23
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 23
Nippon Life Global Investors Americas, Inc. 23
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 23
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 23
Swedbank AB 23
Transform Wealth, LLC 23
LGPIX - Profunds - Large-cap Growth Profund Investor Class 23
Intrinsic Edge Capital Management LLC 23
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 23
Global Assets Advisory, LLC 23
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 23
NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares 23
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 23
Beaumont Financial Partners, LLC 23
Miles Capital, Inc. 23
Alerus Investment Advisors Corp 23
Quantum Capital Management 23
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 23
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 23
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 23
Pinnacle Wealth Advisors 23
Ostrum Asset Management U.s., Llc 23
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 23
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 23
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 23
Moran Wealth Management, LLC 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 23
Endex Capital Management Llc 23
Cna Financial Corp 23
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 23
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 23
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 23
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 23
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 23
Parasol Investment Management, LLC 23
Heritage Financial Services, LLC 23
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 23
Nuveen Tax-advantaged Dividend Growth Fund 23
55i, Llc 23
Mountain Capital Investment Advisors, Inc 23
Skaana Management L.P. 23
Beverly Hills Private Wealth, LLC 23
Nuveen Preferred & Income 2022 Term Fund 23
Folger Nolan Fleming Douglas Capital Management, Inc 23
Centennial Wealth Advisory LLC 23
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 23
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 23
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF 23
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 23
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 23
Seven Grand Managers, Llc 23
Keeley-Teton Advisors, LLC 23
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 23
Coastal Bridge Advisors, LLC 23
Bray Capital Advisors 23
Tyche Wealth Partners LLC 23
RiverPoint Capital Management, LLC 23
Osborne Partners Capital Management, Llc 23
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 23
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 23
Legato Capital Management LLC 23
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 23
Connectus Wealth, LLC 23
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 23
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 23
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I 23
Beryl Capital Management LLC 23
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 23
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 23
Profunds - Profund Vp Large-cap Growth 23
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 23
Sl Advisors, Llc 23
Farmers & Merchants Trust Co of Long Beach 23
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 23
ORG Wealth Partners, LLC 23
Deutsche Value Series, Inc 23
GGIIX - GuideStone Funds - Global Impact Fund Investor 23
B.O.S.S. Retirement Advisors, LLC 23
Icc Capital Management Inc/ 23
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 23
TAP Consulting, LLC 23
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 23
VCGEX - VALIC Co I - Emerging Economies Fund 23
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 23
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 23
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 23
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 23
Israel Discount Bank Of New York /gfn 23
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 23
Generali Asset Management SPA SGR 23
F/M Investments LLC 23
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 23
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 23
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 23
SLIM - Janus Detroit Street Trust - The Obesity ETF 23
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 23
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 23
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 23
Bank of Kentucky, Inc. 23
Aristides Capital LLC 23
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 23
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 23
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 23
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 23
Gluskin Sheff & Assoc Inc 23
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 23
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 23
Mitchell Mcleod Pugh & Williams Inc 23
Prio Wealth Limited Partnership 23
VCSMX - VALIC Co I - Small Cap Fund 23
AEGON USA Investment Management, LLC 23
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 23
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 23
AMZA - ETFis Series Trust I - InfraCap MLP ETF 23
Chicago Capital, LLC 23
Cornerstone Wealth Group, LLC 23
Ashfield Capital Partners, LLC 23
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 23
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 23
Beacon Investment Advisory Services, Inc. 23
XML Financial, LLC 23
Penobscot Investment Management Company, Inc. 23
Patriot Investment Management Inc. 23
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 23
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 23
Fusion Family Wealth LLC 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 23
Lockheed Martin Investment Management Co 23
Crowley Wealth Management, Inc. 23
Blackhill Capital Inc 23
Bar Harbor Trust Services 23
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 23
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 23
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 23
Ballew Advisors, Inc 23
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 23
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 23
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 23
Consolidated Portfolio Review Corp 23
Walnut Private Equity Partners, Llc 23
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 23
Kassirer Asset Management Corp 23
FMHTX - FIDELITY MUNICIPAL TRUST - Fidelity Michigan Municipal Income Fund 23
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 23
Cai Capital Management, Inc. 23
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 23
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 23
Davy Global Fund Management Ltd 23
HSBC FUNDS - HSBC High Yield Fund Class A 23
Synergy Investment Management, LLC 23
FirstMerit Bank N A Trustee 23
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 23
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 23
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 23
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 23
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 23
Sabal Trust CO 23
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 23
Beacon Trust Co 23
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 23
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 23
REAP Financial Group, LLC 23
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 22
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 22
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 22
Cullinan Associates Inc 22
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 22
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 22
Jnl Series Trust - Jnl/s&p 4 Fund (a) 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 22
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 22
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 22
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 22
Heartland Bank & Trust Co 22
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 22
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 22
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 22
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 22
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 22
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 22
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 22
Reynders McVeigh Capital Management, LLC 22
Sugar Maple Asset Management, LLC 22
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 22
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 22
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 22
Jackson Square Capital, Llc 22
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6 22
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 22
McMahon Financial Advisors, LLC 22
Port Capital LLC 22
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 22
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5 22
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 22
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 22
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 22
Richard C. Young & CO., LTD. 22
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 22
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 22
Buffington Mohr McNeal 22
Congress Asset Management Co /ma 22
Affinity Investment Advisors, Llc 22
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 22
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 22
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 22
ARS Investment Partners, LLC 22
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 22
Granite Investment Partners, LLC 22
Hyman Charles D 22
Valmark Advisers, Inc. 22
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 22
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 22
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF 22
Bowen Hanes & Co Inc 22
Detwiler Fenton Investment Management LLC 22
Gladius Capital Management LP 22
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 22
Columbia Partners L L C Investment Management 22
InterOcean Capital Group, LLC 22
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 22
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 22
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 22
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 22
Trust Co Of Virginia /va 22
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 22
Morgan Stanley Income Securities Inc 22
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 22
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 22
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 22
O'Dell Group, LLC 22
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 22
Security National Bank 22
MDPIX - Profunds - Mid-cap Profund Investor Class 22
MLPIX - Profunds - Mid-cap Value Profund Investor Class 22
Old Port Advisors 22
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 22
UMPIX - Profunds - Ultramid-cap Profund Investor Class 22
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 22
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 22
Highland Global Allocation Fund 22
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 22
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 22
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 22
Spdr S&p Midcap 400 Etf Trust 22
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 22
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 22
Cooper Financial Group 22
MML Series Investment Fund II - MML Asset Momentum Fund Class II 22
Pioneer Floating Rate Trust 22
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 22
Bragg Financial Advisors, Inc 22
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 22
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 22
Polianta Ltd 22
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 22
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 22
OHIO NATIONAL FUND INC - ON International Equity Portfolio 22
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 22
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 22
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 22
Sig Brokerage, Lp 22
Watson Rebecca 22
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 22
Sullivan, Bruyette, Speros & Blaney, LLC 22
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 22
Jackson Hole Capital Partners, LLC 22
VVMCX - VALIC Co I - Mid Cap Value Fund 22
Bard Financial Services, Inc. 22
Exane Asset Management 22
First Niagara Bank 22
Net Worth Advisory Group 22
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 22
Parcion Private Wealth LLC 22
Profunds - Profund Vp Ultramid-cap 22
Profunds - Profund Vp Mid-cap Value 22
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 22
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 22
Mork Capital Management, LLC 22
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 22
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 22
Aviance Capital Partners, LLC 22
Lynch & Associates/in 22
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 22
Abner Herrman & Brock Llc 22
Piermont Capital Management LLC 22
Cushing Mlp Infrastructure Fund I 22
Chiron Capital Management, Llc 22
LMR Master Fund Ltd 22
Havens Advisors Llc 22
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 22
Outlook Wealth Advisors, LLC 22
Gyroscope Capital Management Group, Llc 22
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 22
Rathbone Brothers plc 22
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 22
Brendel Financial Advisors LLC 22
Stockman Wealth Management, Inc. 22
Optas, LLC 22
Balboa Wealth Partners 22
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 22
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 22
Deroy & Devereaux Private Investment Counsel Inc 22
Smith, Salley & Associates 22
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Infrastructure Fund Class R6 22
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 22
Cannon Global Investment Management, LLC 22
General Electric Co 22
Seldon Capital Lp 22
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 22
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 22
Jackson Real Assets Fund 22
AGZ - iSHARES TRUST - iShares Agency Bond ETF 22
Farmers Trust Co 22
Genesee Valley Trust Co 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 22
AMLPX - MainGate Trust - MainGate MLP Fund Class A 22
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 22
Shilanski & Associates, Inc. 22
Enterprise Trust & Investment Co 22
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 22
Terra Nova Asset Management LLC 22
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 22
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 22
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 22
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 22
Senator Investment Group LP 22
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 22
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 22
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 22
NOMIX - Northern Funds - Northern Mid Cap Index Fund 22
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 22
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 22
Capital International Ltd /ca/ 22
Cyndeo Wealth Partners, LLC 22
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 22
Premier Path Wealth Partners, LLC 22
Richards, Merrill & Peterson, Inc. 22
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 22
Engrave Wealth Partners LLC 22
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class 22
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 22
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 22
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 22
Isi Strategy Fund Inc 22
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 22
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 22
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 22
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 22
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 22
Berkshire Asset Management Llc/pa 22
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF 22
Leo Wealth, LLC 22
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 22
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 22
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 22
Robbins Farley Llc 22
King Wealth 22
Simply Money Advisors 22
Advanced Series Trust - Ast International Growth Portfolio 22
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 22
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 22
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 22
Corsair Capital Management, L.p. 22
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 22
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 22
Ritter Daniher Financial Advisory LLC / DE 22
Compass Wealth Management LLC 22
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 22
Linden Thomas Advisory Services, LLC 22
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 22
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 22
Scoggin Management Lp 22
VMIDX - VALIC Co I - Mid Cap Index Fund 22
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 22
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 22
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 22
Touchstone Investment Trust 22
Oliver Luxxe Assets LLC 22
Cypress Wealth Services, LLC 22
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 22
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 22
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 22
Salient Private Client, Llc 22
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 22
Concentric Capital Strategies, LP 22
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 22
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 22
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 21
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 21
Comerica Securities Inc 21
Coyle Financial Counsel LLC 21
BERIX - Chartwell Funds - Berwyn Income Fund 21
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 21
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 21
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 21
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 21
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 21
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 21
Nuveen Diversified Dividend & Income Fund 21
Stone Toro Investment Advisers, LP 21
Resonant Capital Advisors, LLC 21
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 21
Summit Wealth Group, LLC 21
Israel Discount Bank of New York 21
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 21
Gallo Partners, LP 21
Norris Perne & French Llp/mi 21
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 21
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 21
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 21
JCIC Asset Management Inc. 21
S.A. Mason LLC 21
Rowland Carmichael Advisors Inc /adv 21
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 21
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 21
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 21
Clear Street Llc 21
Maryland Capital Management 21
Trust CO of the Ozarks 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 21
New Amsterdam Partners Llc/ny 21
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 21
IronBridge Private Wealth, LLC 21
Granite FO LLC 21
Clal Insurance Enterprises Holdings Ltd 21
Canandaigua National Bank & Trust Co 21
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 21
Strategic Advisors LLC 21
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 21
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF 21
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 21
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 21
Hedeker Wealth, LLC 21
Mid Continent Capital Llc/il 21
CarsonAllaria Wealth Management, Ltd. 21
VestGen Advisors, LLC 21
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 21
Woodward Diversified Capital, Llc 21
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 21
Franklin Street Advisors Inc /nc 21
Drive Wealth Management, Llc 21
Kentucky Trust Co 21
Third Point LLC 21
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 21
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 21
Howland Capital Management Llc 21
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 21
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 21
Passport Capital, LLC 21
Trium Capital LLP 21
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 21
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 21
Clearwater Capital Advisors, LLC 21
Prescott Group Capital Management, L.l.c. 21
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 21
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 21
Ade, Llc 21
Cohen & Steers Total Return Realty Fund Inc 21
Goldman Sachs Asset Management, L.p. 21
Stableford Capital Ii Llc 21
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 21
Tealwood Asset Management Inc 21
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 21
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 21
American Financial Group Inc 21
PENN SERIES FUNDS INC - Small Cap Value Fund 21
Bank Of Stockton 21
Bernard Wealth Management Corp. 21
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 21
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 21
Arcus Capital Partners, LLC 21
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 21
Systematic Portfolios LLC 21
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 21
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 21
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 21
SMITH HAYES Advisers, Inc 21
Diversified, LLC 21
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 21
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 21
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 21
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 21
West Financial Advisors, LLC 21
Center Coast Core Mlp Fund I, Llc 21
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 21
TFG Advisers LLC 21
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 21
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 21
Encompass Capital Advisors LLC 21
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 21
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 21
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 21
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 21
Df Dent & Co Inc 21
Autonomy Capital (Jersey) L.P. 21
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 21
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 21
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 21
Main Street Research LLC 21
Princeton Portfolio Strategies Group LLC 21
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 21
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 21
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 21
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 21
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 21
TriaGen Wealth Management LLC 21
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 21
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 21
EHP Funds Inc. 21
Pine Valley Investments Ltd Liability Co 21
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 21
Beck Mack & Oliver Llc 21
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 21
Patten & Patten Inc/tn 21
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 21
Varma Mutual Pension Insurance Co 21
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 21
Manning & Napier Advisors Llc 21
Loeb Partners Corp 21
Mizuho Markets Americas Llc 21
OmniStar Financial Group, Inc. 21
Regent Investment Management LLC 21
Corrado Advisors, Llc 21
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 21
International Private Wealth Advisors LLC 21
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 21
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 21
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 21
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 21
Independent Solutions Wealth Management, LLC 21
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 21
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 21
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 21
Stanford Investment Group, Inc. 21
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 21
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 21
St. Johns Investment Management Company, LLC 21
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 21
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 21
Ellsworth Advisors, LLC 21
AXS Investments LLC 21
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 21
Integrated Wealth Counsel, Llc 21
Lsp Investment Advisors, Llc 21
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 21
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 21
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 21
Putney Financial Group LLC 21
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 21
Pfs Investments Inc. 21
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 21
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 21
HoyleCohen, LLC 21
Lvm Capital Management Ltd/mi 21
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 21
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 21
Premia Global Advisors, Llc 21
Andromeda Capital LLC 21
Eaton Financial Holdings Company, LLC 21
Actinver Wealth Management, Inc. 21
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 21
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 21
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 21
Eagle Ridge Investment Management 21
Capital Directions Investment Advisors, LLC 21
RIA Advisory Group LLC 21
Nalls Sherbakoff Group, Llc 21
Mirova 21
Campbell Wealth Management 21
Hatteras Funds, LLC 21
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 21
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 21
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 21
Wildermuth Endowment Strategy Fund 21
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 21
Sandia Investment Management LP 21
Bridgewater Advisors Inc. 21
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 21
Piscataqua Savings Bank 21
Schafer Cullen Capital Management Inc 21
CWS Financial Advisors, LLC 21
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 21
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 21
BNE - ETF Series Solutions - Blue Horizon BNE ETF 21
Blackhawk Capital Partners LLC. 21
MBM Wealth Consultants, LLC 21
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 21
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 21
Cannon Financial Strategists, Inc. 21
Castle Wealth Management Llc 21
Prossimo Advisors, LLC 21
TrinityPoint Wealth, LLC 21
Jarislowsky, Fraser Ltd 21
Fieldview Capital Management, LLC 21
Absolute Capital Management, LLC 21
MYDA Advisors LLC 21
ECOAX - Managed Portfolio Series - Ecofin Global Renewables Infrastructure Fund A Class 21
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 21
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 21
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 21
VCSVX - VALIC Co II - Small Cap Value Fund 21
Insight Wealth Strategies, LLC 21
WFA Asset Management Corp 21
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 21
Perkins Investment Management, LLC 21
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 21
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 21
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 21
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 20
Galaxy Capital Trading Ltd 20
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 20
Dixon Hubard Feinour & Brown Inc/va 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 20
Perennial Advisors, LLC 20
Appleton Partners Inc/ma 20
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 20
Cypress Funds Llc 20
Caldwell & Orkin Inc 20
First Trust Investment Solutions L.P. 20
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 20
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 20
E&G Advisors, LP 20
Aurora Private Wealth, Inc. 20
Adams Asset Advisors, LLC 20
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 20
Hudson Valley Investment Advisors Inc /adv 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 20
Peoples Bank/KS 20
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 20
SILVER OAK SECURITIES, Inc 20
Blackrock Municipal 2030 Target Term Trust 20
Howard Wealth Management, Llc 20
Shepherd Financial Partners LLC 20
Vivaldi Capital Management, LLC 20
Intercontinental Wealth Advisors, LLC 20
Cornerstone Advisors, LLC 20
Alerus Financial Na 20
Indices-Pac Research Corp. 20
J.P. Turner & Co Capital Mnagement, LLC 20
GFG Capital, LLC 20
Citizens National Bank Trust Department 20
Main Street Financial Solutions, LLC 20
Perritt Capital Management Inc 20
Northeast Financial Consultants Inc 20
Nicholas Company, Inc. 20
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 20
Waddell & Reed Advisors Funds 20
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 20
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 20
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 20
Future Financial Wealth Managment LLC 20
Holos Integrated Wealth LLC 20
Cascade Investment Advisors, Inc. 20
Engine No. 1 Llc 20
Tectonic Advisors Llc 20
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 20
LVL - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Dividend Opportunities Index ETF 20
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 20
Harvest Management Llc 20
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 20
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 20
FHCOX - Federated Hermes Adviser Series - Federated Hermes Conservative Microshort Fund Institutional Shares 20
Dagco, Inc. 20
Wealth Alliance Advisory Group, LLC 20
Horrell Capital Management, Inc. 20
Alan B. Lancz & Associates, Inc. 20
EUSM - Strategy Shares - Eventide US Market ETF 20
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 20
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 20
Acropolis Investment Management, LLC 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 20
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 20
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 20
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 20
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 20
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 20
Mattson Financial Services, LLC 20
Mach-1 Financial Group, Inc. 20
RBA Wealth Management, LLC 20
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 20
Blue Chip Partners, Inc. 20
Putnam High Income Securities Fund 20
Columbus Hill Capital Management, L.P. 20
Voya Asia Pacific High Dividend Equity Income Fund 20
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 20
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares 20
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 20
Nuveen High Income November 2021 Target Term Fund 20
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 20
Painted Porch Advisors LLC 20
Traynor Capital Management, Inc. 20
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 20
OneAscent Wealth Management LLC 20
Cushing Mlp Infrastructure Master Fund 20
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 20
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 20
Norwood Financial Corp 20
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 20
Fiduciary Planning LLC 20
Veracity Capital LLC 20
Eisler Capital Management Ltd. 20
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 20
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 20
Stiles Financial Services Inc 20
Phillips Wealth Planners LLC 20
Patton Albertson Miller Group, Llc 20
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 20
Arvest Trust Co N A 20
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 20
Tower View Investment Management & Research LLC 20
Multi-strategy Growth & Income Fund 20
Tranquility Partners, LLC 20
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 20
Morton Community Bank 20
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 20
Radcliffe Capital Management, L.P. 20
Clear Creek Financial Management, LLC 20
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 20
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 20
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 20
SCP Investment, LP 20
De Burlo Group Inc 20
Diversify Wealth Management, Llc 20
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 20
Wealthquest Corp 20
CastleArk Alternatives, LLC 20
Cohen & Steers Quality Income Realty Fund Inc 20
Northwestern Mutual Investment Services Llc 20
Clough Global Opportunities Fund 20
Quadcap Wealth Management, LLC 20
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 20
Oxford Financial Group Ltd 20
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 20
Acap Strategic Fund 20
Teachers Insurance & Annuity Association Of America 20
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 20
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 20
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 20
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 20
Scoria Capital Partners LP 20
Callodine Capital Management, LP 20
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 20
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 20
Mb, Levis & Associates, Llc 20
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 20
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 20
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 20
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 20
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 20
Adams Wealth Management 20
Tilia Fiduciary Partners, Inc. 20
Eubel Brady & Suttman Asset Management Inc 20
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 20
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 20
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 20
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 20
Capital Square, LLC 20
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 20
Fractal Investments LLC 20
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 20
EAM Global Investors LLC 20
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 20
IMG Wealth Management, Inc. 20
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 20
Westend Capital Management LLC 20
Kettle Hill Capital Management, Llc 20
Penbrook Management LLC 20
Savvy Advisors, Inc. 20
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 20
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 20
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 20
Cahill Financial Advisors Inc 20
Silphium Asset Management Ltd 20
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 20
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 20
Live Your Vision, LLC 20
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 20
Townsend & Associates, Inc 20
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 20
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 20
WMS Partners, LLC 20
Perpetual Investment Management Ltd 20
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 20
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 20
Sarofim Fayez 20
Hills Bank & Trust Co 20
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 20
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 20
Bank of Jackson Hole Trust 20
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 20
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 20
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 20
Zions Trust, National Association 20
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 20
Asset Advisors Corp 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 20
Trillium Asset Management, Llc 20
Cvi Holdings, Llc 20
KC Investment Advisors, LLC 20
MJT & Associates Financial Advisory Group, Inc. 20
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 20
Keebeck Wealth Management, LLC 20
Pinnacle Wealth Management Advisory Group, LLC 20
Texan Capital Management 20
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 20
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 20
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 20
Grayhawk Investment Strategies Inc. 20
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 20
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 20
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF 20
Atlantic Edge Private Wealth Management, LLC 20
BKF - iShares, Inc. - iShares MSCI BRIC ETF 20
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 20
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 20
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 20
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 20
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 20
Fir Tree Capital Management Lp 20
Horan Capital Advisors, LLC. 20
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 20
SignalPoint Asset Management, LLC 19
Becker Capital Management Inc 19
Litman Gregory Asset Management LLC 19
Voya International High Dividend Equity Income Fund 19
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 19
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 19
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 19
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 19
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 19
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 19
Ares Management Llc 19
NorthCrest Asset Manangement, LLC 19
Elm Advisors, Llc 19
Putnam Investors Fund 19
FRG Family Wealth Advisors LLC 19
Boulder Hill Capital Management Lp 19
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 19
Hoey Investments, Inc 19
Northside Capital Management, LLC 19
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 19
True North Advisors, LLC 19
Western Pacific Wealth Management, LP 19
Cumberland Advisors Inc 19
Gilbert & Cook, Inc. 19
Graham Capital Wealth Management, Llc 19
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 19
Donald L. Hagan, LLC 19
First National Bank & Trust Co Of Newtown 19
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 19
Dowling & Yahnke Llc 19
Roanoke Asset Management Corp/ Ny 19
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 19
Fruth Investment Management 19
Peddock Capital Advisors, Llc 19
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 19
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 19
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 19
Private Wealth Partners, LLC 19
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 19
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 19
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 19
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 19
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 19
Jnl Strategic Income Fund Llc 19
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 19
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 19
Whalerock Point Partners, Llc 19
Capital City Trust Co/fl 19
Safeguard Financial, LLC 19
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 19
Shufro Rose & Co Llc 19
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 19
ID Management A/S 19
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 19
FSC Wealth Advisors, LLC 19
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 19
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 19
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 19
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 19
VCIGX - VALIC Co I - Dividend Value Fund 19
Legacy Private Trust Co. 19
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 19
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 19
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 19
CSM Advisors, LLC 19
Mitchell Sinkler & Starr/pa 19
Whetstone Capital Advisors, LLC 19
Bank OZK 19
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 19
Northwest Quadrant Wealth Management, LLC 19
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 19
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 19
New England Research & Management, Inc. 19
Spinnaker Trust 19
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 19
Better Money Decisions, LLC 19
Radnor Capital Management, LLC 19
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 19
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 19
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 19
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 19
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 19
DRLL - EA Series Trust - Strive U.S. Energy ETF 19
Hunter Associates Investment Management Llc 19
Nair Vinay 19
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 19
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 19
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 19
FourThought Financial Partners, LLC 19
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 19
Clough Global Equity Fund 19
Alphagen Securities Llc 19
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 19
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 19
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 19
Partners Group Private Equity (master Fund), Llc 19
Confluence Investment Management Llc 19
Birchbrook, Inc. 19
Proffitt & Goodson Inc 19
Schulhoff & Co Inc 19
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 19
Milestone Investment Advisors LLC 19
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 19
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 19
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 19
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 19
Wealthstreet Investment Advisors, LLC 19
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 19
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 19
Carillon Tower Advisers, Inc. 19
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class 19
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 19
Eclectica Asset Management LLP 19
Aft, Forsyth & Company, Inc. 19
Boston Family Office Llc 19
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 19
Colonial River Wealth Management, LLC 19
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 19
Empire Financial Management Company, LLC 19
Iridian Asset Management Llc/ct 19
Alpha Family Trust 19
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 19
NexPoint Credit Strategies Fund 19
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 19
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 19
Cornell Pochily Investment Advisors, Inc. 19
Elevated Capital Advisors, LLC 19
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 19
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 19
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 19
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 19
Madison Investment Holdings Inc 19
Wealthstar Advisors, Llc 19
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 19
Channing Capital Management, LLC 19
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 19
Oxler Private Wealth LLC 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 19
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 19
Wambolt & Associates, LLC 19
Genus Capital Management Inc. 19
Marks Group Wealth Management, Inc 19
Union Savings Bank 19
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 19
Kingfisher Capital LLC 19
Arabesque Asset Management Ltd 19
Profunds - Profund Vp Mid-cap Growth 19
Brandes Investment Partners, Lp 19
Little House Capital Llc 19
Kathmere Capital Management, LLC 19
Recurrent Investment Advisors LLC 19
S&co Inc 19
MONECO Advisors, LLC 19
Whitehelm Capital Pty Ltd 19
Ckw Financial Group 19
Quilter Plc 19
Haafor (Singapore) Pte. Ltd. 19
Sterling Financial Planning, Inc. 19
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 19
SCS Capital Management LLC 19
Lantz Financial LLC 19
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 19
Starr International Co Inc 19
RDA Financial Network 19
Omega Advisors Inc. 19
Horizon Kinetics Asset Management Llc 19
Signature Financial Management, Inc. 19
Symmetry Investments LP 19
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF 19
Employers Holdings, Inc. 19
Kavar Capital Partners Group, Llc 19
Farr Miller & Washington Llc/dc 19
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 19
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 19
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 19
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 19
Liberty One Investment Management, Llc 19
Ag2r La Mondiale Gestion D'actifs 19
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 19
Greenwood Gearhart Inc 19
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 19
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 19
McGowan Group Asset Management, Inc. 19
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 19
Kepos Capital LP 19
Bessemer Securities Llc 19
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 19
Catalytic Wealth RIA, LLC 19
Williamson Legacy Group, LLC 19
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 19
Liberty Capital Management, Inc. 19
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF 19
Walled Lake Planning & Wealth Management, Llc 19
NCIRX - Nuveen Managed Accounts Portfolios Trust - Nuveen Core Impact Bond Managed Accounts Portfolio Common Shares 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 19
LKBAX - LKCM Funds - LKCM Balanced Fund 19
Fma Advisory Inc 19
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 19
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 19
Manatuck Hill Partners, LLC 19
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 19
New Covenant Trust Company, N.A. 19
Western Asset Management Company, LLC 19
Bellecapital International Ltd. 19
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 19
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 19
Aviso Financial Inc. 19
IFS Advisors, LLC 19
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 19
AQINX - AQR Funds - AQR International Equity Fund Class N 19
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 19
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 19
Douglas Lane & Associates, LLC 19
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 19
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 19
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 19
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 19
Trust Asset Management LLC 19
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 19
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 19
PENN SERIES FUNDS INC - Quality Bond Fund 19
YOKE - EA Series Trust - Yoke Core ETF 19
Hopwood Financial Services, Inc. 19
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 19
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 19
Redwood Park Advisors LLC 19
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 19
LifeWealth Investments, LLC 19
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 19
InterOcean Capital, LLC 19
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 19
Affinity Wealth Management Llc 19
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 19
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 19
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 19
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 19
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 19
StellarOne CORP 19
AGBPX - Allianz Funds Multi-Strategy Trust - AllianzGI Green Bond Fund Class P 18
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 18
Founders Financial Securities Llc 18
First American Trust, Fsb 18
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 18
Mirador Capital Partners LP 18
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 18
Hourglass Capital, Llc 18
Winthrop Capital Management, LLC 18
DB Wealth Management Group, LLC 18
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 18
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 18
Tounjian Advisory Partners, Llc 18
Signature Resources Capital Management, LLC 18
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 18
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 18
Guardian Capital Advisors Lp 18
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 18
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 18
Corvex Management LP 18
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 18
Sapient Capital Llc 18
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 18
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 18
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 18
Saratoga Research & Investment Management 18
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 18
Oppenheimer Steelpath Master Mlp Fund, Llc 18
Chartwell Investment Partners/pa 18
Trueblood Wealth Management, LLC 18
Brown Miller Wealth Management, LLC 18
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 18
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 18
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 18
Mcmillion Capital Management Inc 18
Phoenix Wealth Advisors 18
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 18
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 18
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 18
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 18
Frontier Capital Management Co Llc 18
PAX Financial Group, LLC 18
Lionsbridge Wealth Management LLC 18
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 18
Buck Wealth Strategies, LLC 18
Easterly Investment Partners Llc 18
Renasant Bank 18
ULTRA SERIES FUND - Core Bond Fund Class I 18
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 18
Fulcrum Equity Management 18
VSL - ETF Series Solutions - Volshares Large Cap ETF 18
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 18
Laidlaw Wealth Management LLC 18
Redmond Asset Management, LLC 18
Knuff & Co LLC 18
DeepCurrents Investment Group LLC 18
Visionary Wealth Advisors 18
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 18
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 18
Hnp Capital Llc 18
Argent Trust Co 18
Code Waechter LLC 18
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF 18
Investment Research & Advisory Group, Inc. 18
Ovata Capital Management Ltd 18
New Harbor Financial Group, LLC 18
First National Bank of South Miami 18
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 18
Legacy Capital Wealth Partners, LLC 18
North Capital, Inc. 18
ESL Trust Services, LLC 18
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 18
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 18
Landsberg, Bennett, & Dubbaneh LLC 18
Mathes Company, Inc. 18
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 18
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 18
Lord Abbett Credit Opportunities Fund 18
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 18
Carolina Wealth Advisors, LLC 18
Concorde Asset Management, LLC 18
Travelers Companies, Inc. 18
Clarus Group, Inc. 18
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 18
SFE Investment Counsel 18
Baldwin Investment Management, LLC 18
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 18
Farmers National Bank 18
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 18
Stokes Capital Advisors, LLC 18
Walter & Keenan Financial Consulting Co /mi/ /adv 18
SkyOak Wealth, LLC 18
Holderness Investments Co 18
Ofi Invest Asset Management 18
Torch Wealth Management LLC 18
Winthrop Partners - Wny, Llc 18
Abacus Planning Group, Inc. 18
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 18
Oddo Bhf Asset Management Sas 18
Dfa Investment Trust Co - The Continental Small Company Series 18
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 18
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 18
Pinnacle West Asset Management, Inc. 18
Physicians Financial Services, Inc. 18
One Wealth Advisors, LLC 18
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 18
Lansdowne Partners (uk) Llp 18
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 18
Orleans Capital Management Corp/la 18
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 18
Clearline Capital LP 18
Hager Investment Management Services, Llc 18
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 18
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 18
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class 18
Aureus Asset Management, LLC 18
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 18
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 18
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 18
Orion Capital Management LLC 18
Poehling Capital Management, LLC 18
Kelman-Lazarov, Inc. 18
Abc Arbitrage Sa 18
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 18
Castle Rock Wealth Management, LLC 18
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 18
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 18
Provenance Wealth Advisors, LLC 18
South Georgia Capital, Llc 18
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 18
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 18
Moody Aldrich Partners Llc 18
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 18
Goodwin Daniel L 18
Fiduciary Asset Management Llc 18
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 18
GHII - Invesco Exchange-Traded Fund Trust II - Invesco S&P High Income Infrastructure ETF 18
Investment Partners, Ltd. 18
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF 18
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 18
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 18
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 18
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 18
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 18
Summit Asset Management, LLC 18
Callan Capital, LLC 18
Applied Finance Capital Management, LLC 18
Bienville Capital Management, LLC 18
Telos Capital Management, Inc. 18
Ivy High Income Opportunities Fund 18
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 18
Adell Harriman & Carpenter Inc 18
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 18
Fortress Investment Group LLC 18
Nicholas Investment Partners, LP 18
Nicholas Hoffman & Company, LLC. 18
Alpine Series Trust 18
Mountain Pacific Investment Advisers Inc/id 18
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 18
Rowland & Co Investment Counsel/adv 18
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 18
Chapin Davis, Inc. 18
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 18
Peregrine Capital Management Llc 18
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 18
Systematic Alpha Investments, LLC 18
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 18
Creative Capital Management Investments LLC 18
JDM Financial Group LLC 18
General Partner, Inc. 18
EFG Asset Management (Americas) Corp. 18
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 18
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 18
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 18
First Commonwealth Financial Corp /pa/ 18
Tradewinds, LLC. 18
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 18
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 18
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 18
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 18
Rushmore Investment Advisors, Inc. 18
Thomas J. Herzfeld Advisors, Inc. 18
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 18
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 18
Guggenheim Taxable Municipal Managed Duration Trust 18
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 18
Chatham Capital Group, Inc. 18
Astoria Portfolio Advisors LLC. 18
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 18
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 18
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 18
Capital Group Private Client Services, Inc. 18
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 18
Meristem Family Wealth, LLC 18
Camden National Bank 18
Iron Financial, LLC 18
Fiduciary Group LLC 18
Hermes Investment Management Ltd 18
My Legacy Advisors, LLC 18
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 18
Flaharty Asset Management, LLC 18
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 18
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 18
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 18
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 18
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 18
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 18
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 18
North Point Portfolio Managers Corp/oh 18
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 18
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 18
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 18
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 18
Glassy Mountain Advisors, Inc. 18
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 18
Cutler Capital Management, LLC 18
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 18
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 18
First Merchants Corp 18
Morse Asset Management, Inc 18
Autumn Glory Partners, LLC 18
Ulland Investment Advisors, LLC 18
Butensky & Cohen Financial Security, Inc 18
PNC Managed Account Solutions, Inc. 18
Griffin Institutional Access Credit Fund 18
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 18
CTC Capital Management, LLC 18
Pluribus Labs, LLC 18
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 18
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 18
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 18
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 18
Financial Connections Group, Inc. 18
Krs Capital Management, Llc 18
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 18
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 18
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 18
Steinberg Global Asset Management 18
American Trust Investment Advisors, LLC 18
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 18
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 18
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 18
Peconic Partners Llc 18
McClarren Financial Advisors, Inc. 18
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 18
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 18
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 18
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 18
Appaloosa Lp 18
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 18
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 18
Premier Asset Management Llc 18
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 17
Pier 88 Investment Partners Llc 17
Long Island Wealth Management, Inc. 17
Berger Financial Group, Inc 17
Buckingham Capital Management, Inc. 17
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 17
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 17
Kingdon Capital Management, L.l.c. 17
Eaton Vance Floating-rate 2022 Target Term Trust 17
Cape Cod Five Cents Savings Bank 17
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 17
Warberg Asset Management LLC 17
JT Stratford LLC 17
Paradigm, Strategies in Wealth Management, LLC 17
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 17
Guardian Wealth Management, Inc. 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 17
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 17
Gabelli Global Small & Mid Cap Value Trust 17
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 17
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 17
Alliance Wealth Advisors, LLC 17
GM Advisory Group, Inc. 17
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 17
Emfo, Llc 17
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 17
Meyer Handelman Co 17
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 17
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 17
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 17
Watermark Asset Management, Inc. 17
Owl Creek Asset Management, L.P. 17
Quotient Wealth Partners, LLC 17
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 17
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 17
Copper Rock Capital Partners, LLC 17
Armis Advisers, LLC 17
Everpar Advisors Llc 17
Gallagher Fiduciary Advisors, LLC 17
FLP Wealth Management, LLC 17
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 17
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 17
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 17
Callahan Advisors, LLC 17
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 17
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 17
Cetera Trust Company, N.A 17
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 17
Eaton Vance High Income 2021 Target Term Trust 17
Khp Capital, Llc 17
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 17
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 17
Coe Capital Management, LLC 17
Karpas Strategies, Llc 17
Serengeti Asset Management LP 17
Insight 2811, Inc. 17
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 17
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 17
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 17
SNS Financial Group, LLC 17
Oversea-Chinese Banking CORP Ltd 17
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 17
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 17
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 17
Fosun International Ltd 17
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 17
Elliott Management Corporation 17
Samson Rock Capital LLP 17
Triasima Portfolio Management inc. 17
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 17
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 17
Zazove Associates Llc 17
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 17
Seelaus Asset Management LLC 17
Marble Harbor Investment Counsel, LLC 17
MLPA - Global X Funds - Global X MLP ETF 17
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 17
Insight Folios Inc 17
LexAurum Advisors, LLC 17
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 17
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 17
Allen Investment Management LLC 17
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 17
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 17
First Dallas Securities Inc. 17
QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund 17
Sowa Financial Group, Inc. 17
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 17
Quest Investment Management Llc 17
Tritonpoint Wealth, Llc 17
FolioMetrix LLC 17
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 17
Dixon Mitchell Investment Counsel Inc. 17
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 17
York Capital Management Global Advisors, LLC 17
Roxbury Financial LLC 17
Scopus Asset Management, L.p. 17
EagleClaw Capital Managment, LLC 17
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares 17
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 17
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 17
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 17
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 17
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 17
RQSI Ltd 17
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C 17
Markston International Llc 17
Pinnbrook Capital Management Lp 17
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 17
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 17
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 17
III Capital Management 17
Salt Funds Trust 17
JBJ Investment Partners, LLC 17
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 17
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 17
Level Financial Advisors, Inc. 17
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 17
Knollwood Investment Advisory, LLC 17
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 17
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 17
Tradewinds Global Investors, LLC 17
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 17
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 17
Piper Sandler & Co. 17
Joseph P. Lucia & Associates, LLC 17
Independence Trust CO 17
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 17
Hemenway Trust Co LLC 17
Fullerton Fund Management Co Ltd 17
Merrion Investment Management Co, LLC 17
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 17
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 17
Lake Street Financial Llc 17
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 17
Vicus Capital 17
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 17
Quintet Private Bank (Europe) S.A. 17
Johnson Financial Group, LLC 17
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 17
US Asset Management LLC 17
Horizon Financial Services, Llc 17
Sawyer & Company, Inc 17
CFO4Life Group, LLC 17
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 17
Power Corp of Canada 17
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 17
Cortina Asset Management, LLC 17
Castle Creek Arbitrage, LLC 17
Marietta Investment Partners Llc 17
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 17
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 17
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 17
TCW ETF Trust - TCW Flexible Income ETF 17
Fairman Group, LLC 17
Full Sail Capital, LLC 17
Davidson Investment Advisors 17
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 17
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 17
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 17
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF 17
Kemnay Advisory Services Inc. 17
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 17
MainStreet Investment Advisors LLC 17
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 17
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 17
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 17
Global Wealth Strategies & Associates 17
Antara Capital LP 17
BancorpSouth Inc 17
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 17
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 17
Asio Capital, LLC 17
Bck Capital Management Lp 17
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 17
North Star Asset Management Inc 17
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 17
Advisors Management Group Inc /adv 17
Duquesne Family Office LLC 17
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 17
Mechanics Financial Corp 17
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 17
Fortis Capital Management LLC 17
Anson Funds Management LP 17
3Chopt Investment Partners, LLC 17
Hefty Wealth Partners 17
ERTS Wealth Advisors, LLC 17
Oppenheimer Global Multi-asset Income Fund 17
Beech Hill Advisors, Inc. 17
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 17
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 17
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 17
Madison Asset Management, LLC 17
qPULA Trading Management LP 17
Soltis Investment Advisors LLC 17
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 17
Resource Management, LLC 17
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 17
Lourd Capital, LLC 17
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 17
Briaud Financial Planning, Inc 17
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 17
Angeles Investment Advisors, LLC 17
Advanced Portfolio Management, LLC 17
Quantessence Capital LLC 17
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 17
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF 17
Houlihan Financial Resource Group, Ltd. 17
Beutel, Goodman & Co Ltd. 17
YANKCOM Partnership 17
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 17
ROSS\JOHNSON & Associates LLC 17
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 17
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 17
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C 17
Trutina Financial LLC 17
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 17
First Financial Equity Corporation 17
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 17
WealthPlan Investment Management, LLC 17
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 17
Delta Investment Management, LLC 17
Mid-American Wealth Advisory Group, Inc. 17
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 17
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 17
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 17
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 17
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 17
DGS Capital Management, LLC 17
Argent Financial Group, Inc. 17
Titleist Asset Management, Llc 17
D L Carlson Investment Group Inc 17
Asset Advisors Investment Management, LLC 17
Avenue Income Credit Strategies Fund 17
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 17
Azimuth Capital Investment Management LLC 17
Ables, Iannone, Moore & Associates, Inc. 17
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 17
JS Capital Management LLC 17
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 17
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 17
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 17
Roffman Miller Associates Inc /pa/ 17
Crescent Grove Advisors, LLC 17
Sentinel Group Funds Inc 17
Doubleline Income Solutions Fund 17
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 17
B. Riley Financial, Inc. 17
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 17
Castellan Group, LLC 17
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 17
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 17
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 17
Altium Wealth Management LLC 17
Beacon Pointe Wealth Advisors, Llc 16
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 16
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 16
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 16
Grassi Investment Management 16
Hayden Royal, Llc 16
Nkcfo Llc 16
Kennebec Savings Bank 16
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 16
Kensico Capital Management Corp 16
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 16
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 16
United Fire Group Inc 16
Weatherly Asset Management L. P. 16
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 16
LFA - Lugano Financial Advisors SA 16
Cornerstone Capital, Inc. 16
Cobiz Investment Management, Llc 16
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 16
Shikiar Asset Management Inc 16
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 16
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 16
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 16
DHJJ Financial Advisors, Ltd. 16
Rice Hall James & Associates, Llc 16
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 16
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 16
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 16
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 16
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 16
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 16
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 16
Pathway Financial Advisors LLC 16
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 16
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 16
Tributary Capital Management, LLC 16
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 16
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class 16
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 16
St. James Investment Company, LLC 16
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 16
Diligent Investors, LLC 16
683 Capital Management, LLC 16
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 16
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 16
Birch Capital Management, LLC 16
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 16
Geller Advisors LLC 16
Nilsine Partners, LLC 16
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 16
Zrc Wealth Management, Llc 16
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 16
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 16
MORE - ASYMmetric ETFs Trust - ASYMmetric Smart Income ETF 16
Fort Baker Capital Management LP 16
Fort Point Capital Partners LLC 16
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 16
Catalina Capital Group, LLC 16
Financial Life Planners 16
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 16
Croft-leominster Inc 16
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 16
Diameter Capital Partners LP 16
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 16
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 16
Boys Arnold & Co Inc 16
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 16
Omni Partners Llp 16
Hamilton Capital, LLC 16
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 16
ZIG - ETF Series Solutions - The Acquirers Fund 16
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 16
Sageworth Trust Co of South Dakota 16
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 16
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 16
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 16
Provident Wealth Management, LLC 16
PENN SERIES FUNDS INC - Mid Core Value Fund 16
Advanced Asset Management Advisors Inc 16
Uncommon Cents Investing LLC 16
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 16
Schmidt P J Investment Management Inc 16
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 16
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 16
Hurley Capital, LLC 16
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 16
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 16
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 16
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 16
PenderFund Capital Management Ltd. 16
Two Roads Shared Trust - Hypatia Women CEO ETF 16
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 16
Seamans Capital Management, LLC 16
Pacholder High Yield Fund Inc 16
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 16
Rather & Kittrell, Inc. 16
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 16
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 16
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 16
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 16
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 16
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 16
Carroll Investors, Inc 16
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 16
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 16
Eaton Vance Tax-managed Buy-write Opportunities Fund 16
Doliver Advisors, Lp 16
Dimension Capital Management Llc 16
Yelin Lapidot Holdings Management Ltd. 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 16
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 16
Sawgrass Asset Management Llc 16
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 16
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 16
Aull & Monroe Investment Management Corp 16
Adalta Capital Management LLC 16
NOLCX - Northern Funds - Northern Large Cap Core Fund 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 16
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 16
Encompass Wealth Advisors, Llc 16
Forte Capital Llc /adv 16
HHG & Company, LLC 16
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 16
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 16
East Coast Asset Management, LLC. 16
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 16
Financial Enhancement Group LLC 16
Atlanta Consulting Group Advisors, LLC 16
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 16
Legacy Wealth Asset Management, LLC 16
Hobart Private Capital, LLC 16
Murphy & Mullick Capital Management Corp 16
Thomaspartners, Inc. 16
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 16
Bryce Point Capital, LLC 16
Probity Advisors, Inc. 16
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 16
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 16
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 16
Simmons First Trust Co Na 16
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 16
Gould Asset Management Llc /ca/ 16
Savitr Capital, LLC 16
Wall Street Access Asset Management, LLC 16
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 16
Waters Parkerson & Co., Llc 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF 16
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 16
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 16
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 16
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 16
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 16
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 16
Aberdeen Asia-pacific Income Fund Inc 16
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 16
Cypress Capital Management Llc 16
Seeds Investor Llc 16
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 16
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 16
Avenir Corp 16
Oppenheimer Macquarie Global Infrastructure Fund 16
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 16
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 16
UNIVEST FINANCIAL Corp 16
RGT Wealth Advisors, LLC 16
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 16
Sprott Inc. 16
AustralianSuper Pty Ltd 16
Palo Capital, Inc. 16
Global Opportunities Portfolio - Global Opportunities Portfolio 16
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 16
Hollow Brook Wealth Management LLC 16
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 16
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 16
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 16
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 16
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 16
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 16
Short Duration High Income Portfolio - Short Duration High Income Portfolio 16
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 16
Truepoint, Inc. 16
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 16
DCM Advisors, LLC 16
Rainier Group Investment Advisory LLC 16
First Financial Bankshares Inc 16
American Asset Management Inc. 16
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 16
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 16
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 16
SDIV - Global X Funds - Global X SuperDividend ETF 16
Focus Financial Network Inc /adv 16
Vista Investment Partners Llc 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 16
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 16
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 16
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 16
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 16
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 16
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 16
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 16
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 16
Significant Wealth Partners LLC 16
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 16
Criterion Capital Advisors, Llc 16
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 16
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 16
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 16
Charles Schwab Trust Co 16
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 16
Marshwinds Advisory Co 16
Eaton Vance Floating-rate Income Plus Fund 16
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 16
Burke & Herbert Bank & Trust Co 16
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 16
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 16
Global X Japan Co., Ltd. 16
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 16
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 16
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 16
Curian Series Trust 16
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 16
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund 16
Palisade Asset Management, LLC 16
Cambiar Investors Llc 16
Smith Group Asset Management, LLC 16
Apella Capital, LLC 16
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 16
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 16
Chris Bulman Inc 16
Oppenheimer Global High Yield Fund 16
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 16
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 16
Agran Libbie 16
Fort Sheridan Advisors Llc 16
Chessman Wealth Strategies Ria 16
South Plains Financial, Inc. 16
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 16
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 16
Cary Street Partners Asset Management Llc 16
Bks Advisors, Llc 16
Atwater Malick LLC 16
Slocum, Gordon & Co LLP 16
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 16
BTC Capital Management, Inc. 16
Financial Advisory Service, Inc. 16
Utc North American Fund, Inc. 16
Wealth Management Associates, Inc. 16
C.V. Starr & Co., Inc. Trust 16
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 16
Cynosure Management, Llc 16
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 16
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 16
B & T Capital Management DBA Alpha Capital Management 16
CGCAX - Cushing Mutual Funds Trust - Global Clean Equity Fund Class A Shares 16
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 16
VCSOX - VALIC Co I - International Socially Responsible Fund 16
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 16
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 16
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 16
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 16
Bristlecone Advisors, LLC 16
Studio Investment Management Llc 16
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 16
Rokos Capital Management LLP 16
Investment Management Of Virginia Llc 16
SlateStone Wealth, LLC 16
Menard Financial Group LLC 16
L2 Asset Management, LLC 16
Empirical Asset Management, LLC 16
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 16
Mine & Arao Wealth Creation & Management, LLC. 16
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 16
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 16
1 North Wealth Services Llc 16
Hardy Reed LLC 16
Fca Corp /tx 16
Paradigm Financial Advisors, LLC 16
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 15
Sand Grove Capital Management LLP 15
Bamco Inc /ny/ 15
Horizon Kinetics LLC 15
MSD Partners, L.P. 15
Westfield Capital Management Co Lp 15
Ccm Investment Advisers Llc 15
Accident Compensation Corp 15
Steadfast Advisors Lp 15
Sandler Capital Management 15
Marco Investment Management Llc 15
Argent Capital Management Llc 15
White Pine Capital Llc 15
Budros, Ruhlin & Roe, Inc. 15
Buckhead Capital Management Llc 15
Violich Capital Management, Inc. 15
West Chester Capital Advisors, Inc 15
Ardevora Asset Management LLP 15
Princeton Capital Management Llc 15
Sunflower Bank, Na Wealth Management 15
Trust Co Of Oklahoma 15
Smith Chas P & Associates Pa Cpas 15
Argyle Capital Management Inc. 15
Addison Capital Co 15
Gateway Advisory, LLC 15
Blue Fin Capital, Inc. 15
Chase Investment Counsel Corp 15
D. Scott Neal, Inc. 15
North American Management Corp 15
Maple Capital Management, Inc. 15
Redwood Investments, LLC 15
Inverness Counsel Llc /ny/ 15
Mengis Capital Management, Inc. 15
Newgate Capital Management Llc 15
Cliftonlarsonallen Wealth Advisors, Llc 15
Community Trust & Investment Co 15
Community Bank & Trust, Waco, Texas 15
VNBTrust, National Association 15
Wealth Architects, LLC 15
BSW Wealth Partners 15
Covenant Multifamily Offices, LLC 15
Greenwich Wealth Management LLC 15
Silver Lake Advisory, LLC 15
Heritage Investors Management Corp 15
Middleton & Co Inc/ma 15
Sentinel Asset Management, Inc. 15
Altavista Wealth Management, Inc. 15
Timber Creek Capital Management LLC 15
Aristotle Capital Management, LLC 15
Renaissance Group Llc 15
Cavalier Investments, LLC 15
Smith & Howard Wealth Management, LLC 15
Cfs, Llc 15
Summit Partners Public Asset Management, Llc 15
Connors Investor Services Inc 15
Credit Capital Investments LLC 15
Catapult Capital Management Llc 15
First Citizens Bancorporation Inc 15
Archipel Asset Management AB 15
Bcm Advisors, Llc 15
Blenheim Capital Management, BV 15
Castle Hook Partners LP 15
Aua Capital Management, Llc 15
Providence First Trust Co 15
Delta Lloyd Asset Management N.v. 15
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 15
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 15
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 15
FS Series Trust - FS Market Neutral Fund Class I 15
Gabelli Go Anywhere Trust 15
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 15
Royce Value Trust Inc 15
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 15
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 15
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 15
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 15
Advent Claymore Convertible Securities & Income Fund Ii 15
Federated Mdt Large Cap Value Fund 15
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 15
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 15
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 15
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 15
Steben Alternative Investment Funds 15
Aries Wealth Management 15
Northwest Capital Management Inc 15
Buckley Wealth Management, LLC 15
DeDora Capital, Inc. 15
Oak Grove Capital LLC 15
Woodard & Co Asset Management Group Inc /adv 15
Andesa Financial Management Inc. 15
Shulman DeMeo Asset Management LLC 15
Community Capital Management, Inc. 15
Sound View Wealth Advisors, Llc 15
9258 Wealth Management, LLC 15
Alpha Quant Advisors, Llc 15
Occidental Asset Management, LLC 15
Trinity Legacy Partners, LLC 15
Orser Capital Management, Llc 15
Ambassador Advisors, LLC 15
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 15
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 15
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 15
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 15
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 15
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 15
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 15
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 15
NMIEX - Northern Funds - Active M International Equity Fund 15
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 15
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 15
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 15
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 15
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 15
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 15
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 15
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 15
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 15
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 15
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 15
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 15
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 15
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 15
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 15
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 15
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 15
BEIYX - Brookfield Investment Funds - Center Coast Brookfield Energy Infrastructure Fund Class Y 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 15
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 15
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 15
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 15
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 15
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 15
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 15
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 15
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 15
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 15
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 15
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 15
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 15
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 15
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 15
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 15
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 15
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 15
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 15
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 15
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 15
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 15
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 15
ULTRA SERIES FUND - Diversified Income Fund Class I 15
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 15
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 15
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 15
Profunds - Profund Vp Small-cap Value 15
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 15
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 15
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 15
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 15
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 15
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 15
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 15
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 15
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 15
Aberdeen Funds - Aberdeen Income Builder Fund Class A 15
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 15
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 15
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 15
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 15
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 15
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 15
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 15
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 15
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 15
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 15
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 15
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 15
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 15
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 15
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 15
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 15
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 15
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 15
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 15
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 15
SVPIX - Profunds - Small-cap Value Profund Investor Class 15
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 15
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 15
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 15
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 15
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 15
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 15
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 15
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 15
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 15
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 15
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 15
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 15
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 15
ACES - ALPS ETF Trust - ALPS Clean Energy ETF 15
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 15
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 15
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 15
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 15
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 15
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 15
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 15
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 15
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 15
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 15
Islay Capital Management, Llc 15
Mattern Capital Management, Llc 15
Teamwork Financial Advisors, LLC 15
Sage Rock Capital Management LP 15
Hohimer Wealth Management, Llc 15
FBR & Co. 15
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 15
LKFIX - LKCM Funds - LKCM Fixed Income Fund 15
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 15
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 15
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 15
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 15
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 15
Prudent Man Advisors, LLC 15
Bel Air Investment Advisors Llc 15
Haber Trilix Advisors, Lp 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 15
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 15
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 15
Legacy Financial Group LLC 15
Black Swift Group, LLC 15
ARS Wealth Advisors, LLC 15
Lumature Wealth Partners, LLC 15
ShoreHaven Wealth Partners, LLC 15
Center For Asset Management LLC 15
Sovereign Financial Group, Inc. 15
Outfitter Financial LLC 15
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 15
Tru Independence Asset Management 2, Llc 15
Everhart Financial Group, Inc. 15
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 15
Humankind Benefit Corp - Humankind US Stock ETF 15
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 15
Invst, LLC 15
Corsicana & Co. 15
Triumph Capital Management 15
First Affirmative Financial Network 15
ARS Wealth Advisors Group, LLC 15
CWSDX - Chartwell Funds - Chartwell Short Duration Bond Fund 15
Badgley Phelps Wealth Managers, LLC 15
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 15
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 15
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 15
Aquila Investment Management LLC 15
Kenfarb & Co. 15
FRNW - FIDELITY COVINGTON TRUST - Fidelity Clean Energy ETF 15
Oaktree Diversified Income Fund Inc. 15
American Trust 15
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 15
Retireful, LLC 15
Lansing Street Advisors 15
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 15
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 15
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 15
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 15
Essential Planning, LLC. 15
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 15
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 15
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 15
Freedom Wealth Alliance, Llc 15
Live Oak Investment Partners 15
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 15
Prostatis Group LLC 15
Putnam ETF Trust - Putnam ESG High Yield ETF - 15
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 15
Tilt Investment Management Holdings, PBC 15
Cornerstone Management, Inc. 15
Legacy Capital Group California, Inc. 15
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 15
Rogco, Lp 15
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 15
Cedrus LLC 15
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 15
Bear Mountain Capital, Inc. 15
MeadowBrook Investment Advisors LLC 15
Vermillion & White Wealth Management Group, LLC 15
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 15
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 15
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 15
Rockport Wealth LLC 15
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 15
Fairscale Capital, LLC 15
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 15
ELCV - Strategy Shares - Eventide High Dividend ETF 15
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 15
Chung Wu Investment Group, LLC 15
Burkehill Global Management, LP 15
Atala Financial Inc 15
one8zero8, LLC 15
denkapparat Operations GmbH 15
Reyes Financial Architecture, Inc. 15
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 15
Huntleigh Advisors, Inc. 15
Good Steward Wealth Advisors,LLC 15
Barnes Dennig Private Wealth Management LLC 15
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 15
High Pointe Capital Management Llc 14
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 14
Interactive Financial Advisors 14
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 14
Tema Etfs Llc 14
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 14
Grey Street Capital, LLC 14
Kernodle & Katon Asset Management Group, LLC 14
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 14
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 14
40 North Management LLC 14
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 14
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 14
Prevail Innovative Wealth Advisors, Llc 14
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 14
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 14
Cassaday & Co Wealth Management LLC 14
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 14
Strategic Global Advisors, LLC 14
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 14
IPPP - Listed Funds Trust - Preferred-Plus ETF 14
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 14
EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF 14
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 14
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 14
Clarity Asset Management, Inc. 14
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 14
Latitude Advisors, LLC 14
Pergamon Offshore Advisors, L.P. 14
Peak Asset Management, LLC 14
Karlinski Andrew C 14
Fairview Capital Investment Management, Llc 14
Oppenheimer Global Multi-asset Growth Fund 14
Woodstock Corp 14
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 14
Lucas Capital Management 14
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 14
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 14
Burns J W & Co Inc/ny 14
Fiduciary Financial Group, Llc 14
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 14
H2o Am Llp 14
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 14
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 14
Gateway Wealth Partners, LLC 14
Northstar Investment Advisors Llc 14
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 14
Western Asset Diversified Income Fund 14
Glenview State Bank Trust Dept. 14
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 14
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 14
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 14
Susquehanna Trust & Investment Co 14
ESTAX - FINANCIAL INVESTORS TRUST - Emerald Select trueLiberty Income Fund Class A 14
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 14
Keystone Financial Planning, Inc. 14
Graney & King, LLC 14
Magnolia Capital Advisors Llc 14
Ignite Planners, LLC 14
Vanguard Explorer Fund 14
VCIFX - VALIC Co I - International Government Bond Fund 14
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 14
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 14
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 14
Lipe & Dalton 14
Guggenheim Credit Allocation Fund 14
Fic Capital Inc 14
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 14
Nuveen Municipal Credit Income Fund 14
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 14
Avanza Fonder AB 14
PXBAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM International Bond Fund Class A 14
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 14
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 14
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 14
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 14
JB Capital LLC 14
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF 14
Bright Rock Capital Management, Llc 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
Mfs Intermarket Income Trust I 14
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 14
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 14
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 14
FirstPurpose Wealth LLC 14
Stonehill Capital Management Llc 14
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 14
Avitas Wealth Management LLC 14
Diversified Enterprises, LLC 14
First County Bank /CT/ 14
Bush Odonnell Investment Advisors Inc 14
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 14
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 14
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 14
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 14
Beaumont Financial Advisors, LLC 14
Safe Harbor Fiduciary, LLC 14
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 14
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 14
J. W. Coons Advisors, LLC 14
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 14
Clear Sky Advisers, LLC 14
Valley Forge Asset Management, Llc 14
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 14
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 14
Amussen Hunsaker Associates Llc 14
Salient Mlp & Energy Infrastructure Fund 14
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 14
CastleKnight Management LP 14
Ilex Capital Partners (UK) LLP 14
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 14
Oder Investment Management, LLC 14
Wafra Inc. 14
Volterra Technologies LP 14
Private Management Group Inc 14
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 14
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 14
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 14
Mastrapasqua Asset Management Inc 14
Fundamentun, Llc 14
Douglas C. Lane & Associates, Inc. 14
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 14
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 14
Clear Point Advisors Inc. 14
Chesapeake Wealth Management 14
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 14
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 14
Sand Hill Global Advisors, LLC 14
Southpoint Capital Advisors LP 14
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 14
Astrantus Ltd 14
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 14
Carmignac Gestion 14
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 14
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 14
TrueMark Investments, LLC 14
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 14
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 14
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 14
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 14
Bearing Point Capital, Llc 14
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 14
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 14
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 14
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 14
SeaTown Holdings Pte. Ltd. 14
Benson Investment Management Company, Inc. 14
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 14
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 14
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 14
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 14
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 14
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 14
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 14
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 14
1776 Wealth LLC 14
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 14
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 14
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 14
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 14
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 14
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 14
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 14
Cedar Brook Financial Partners, LLC 14
Alpine Global Dynamic Dividend Fund 14
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 14
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 14
FMSIX - FRONTIER FUNDS, INC. - Frontier MFG Select Infrastructure Fund Institutional Class Shares 14
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 14
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 14
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 14
ASB Consultores, LLC 14
Offit Capital Advisors Llc 14
VMCVX - VALIC Co II - Mid Cap Value Fund 14
Align Wealth Management, LLC 14
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 14
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 14
Your Advocates Ltd., LLP 14
Sompo Japan Nipponkoa Asset Management Co.,ltd. 14
Jolley Asset Management, LLC 14
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 14
FLC Capital Advisors 14
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 14
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 14
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 14
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 14
Skba Capital Management Llc 14
MEMBERS Trust Co 14
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 14
LGT Group Foundation 14
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 14
Yellowstone Partners, LLC 14
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 14
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 14
Wingate Wealth Advisors, Inc. 14
HMS Capital Management, LLC 14
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 14
Twin Focus Capital Partners, Llc 14
Exos TFP Holdings LLC 14
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 14
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 14
Sterling Investment Counsel, LLC 14
CRA Financial Services, LLC 14
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 14
XR Securities LLC 14
Argent Trust Company, N.a. 14
Invenomic Capital Management LP 14
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 14
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 14
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 14
Bnc Wealth Management, Llc 14
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 14
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 14
PSHYX - Victory Portfolios IV - Victory Pioneer Short Term Income Fund Class Y 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 14
Stablepoint Partners, LLC 14
Vennlight Capital Management, LP 14
Crossvault Capital Management LLC 14
Kiely Wealth Advisory Group, Inc. 14
Northstar Advisory Group, LLC 14
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 14
Shapiro Capital Management Llc 14
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 14
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 14
Hershey Trust Co 14
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 14
Entrustpermal Partners Offshore Lp 14
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 14
Permal Asset Management Llc 14
Court Place Advisors, LLC 14
Canal Insurance CO 14
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 14
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 14
Relative Value Fund 14
Usa Mutuals Advisors, Inc. 14
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 14
Tobias Financial Advisors, Inc. 14
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 14
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 14
Birmingham Capital Management Co Inc/al 14
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 14
SDCP - Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF 14
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 14
AJOVista, LLC 14
Franklin Templeton International Trust 14
Arvest Investments, Inc. 14
Silicon Valley Capital Partners 14
Torray Llc 14
MSH Capital Advisors LLC 14
PHH Investments, Ltd. 14
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 14
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 14
Emerald Advisers, Llc 14
Measured Risk Portfolios, Inc. 14
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 14
Legg Mason Bw Global Income Opportunities Fund Inc. 14
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 14
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 14
Aegon Asset Management Uk Plc 14
Sterneck Capital Management, LLC 14
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 14
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 14
Marathon Asset Management Lp 14
Carson Advisory Inc. 14
Mandatum Life Insurance Co Ltd 14
Wealth Effects Llc 14
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 14
Jackson Credit Opportunities Fund 14
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 14
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 14
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 14
Dodge & Cox 14
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 14
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 14
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 14
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 14
Enhancing Capital LLC 14
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 14
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 14
Prentice Wealth Management LLC 14
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 14
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 14
Parsec Financial Management, Inc. 14
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 14
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 14
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 14
First Pacific Advisors, LP 14
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 14
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 14
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 14
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 14
Spectrum Wealth Counsel, LLC 14
Sterling Global Strategies LLC 14
Sandell Asset Management Corp 14
Alpine Total Dynamic Dividend Fund 14
KRMA - Global X Funds - Global X Conscious Companies ETF 14
ForthRight Wealth Management, LLC 14
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 14
Primecap Management Co/ca/ 14
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 14
Cultivar Capital, Inc. 14
Point View Wealth Management, Inc. 14
Masso Torrence Wealth Management Inc. 14
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 14
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 14
HCR Wealth Advisors 14
Gargoyle Investment Advisor L.L.C. 14
Highland Floating Rate Opportunities Fund 14
Legacy Capital Partners, Inc. 14
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 14
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 14
BlackRock Private Investments Fund 14
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 14
Barber Financial Group, Inc. 14
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 14
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 14
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 14
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 14
Kinneret Advisory, LLC 13
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 13
Pacific Global Investment Management Co 13
Hendley & Co Inc 13
Garrison Bradford & Associates Inc 13
GKV Capital Management Co., Inc. 13
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 13
First Washington CORP 13
VCBCX - VALIC Co I - Blue Chip Growth Fund 13
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 13
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 13
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 13
Relative Value Partners Group, LLC 13
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 13
Old Mission Capital, Llc 13
First Western Capital Management Co 13
Optimize Financial Inc 13
Rench Wealth Management, Inc. 13
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 13
Tevis Investment Management 13
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 13
Brant Point Investment Management Llc 13
Covenant Asset Management, LLC 13
Blackrock Enhanced Global Dividend Trust 13
Conquis Financial Llc 13
Ifrah Financial Services, Inc. 13
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 13
King Street Capital Management, L.p. 13
Burford Brothers, Inc. 13
AssuredPartners Investment Advisors, LLC 13
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF 13
Shorepoint Capital Partners LLC 13
Db-x Exchange-traded Funds Inc. 13
Private Capital Advisors, Inc. 13
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 13
LOM Asset Management Ltd 13
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 13
Gai Agility Income Fund 13
Decker Retirement Planning Inc. 13
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 13
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 13
Valley National Bancorp 13
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 13
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 13
Integre Asset Management, LLC 13
Catalyst Financial Partners Llc 13
Requisite Capital Management, LLC 13
Altman Advisors, Inc. 13
Baldrige Asset Management LLC 13
Retirement Financial Solutions, Llc 13
Portfolio Solutions, LLC 13
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 13
AGF Investments America Inc. 13
Charter Research & Investment Group, Inc. 13
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 13
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 13
Cowen Prime Advisors LLC 13
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 13
Advantage Trust Co 13
Louisbourg Investments Inc. 13
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 13
Strategic Capital Group LLC 13
Centricity Wealth Management, LLC 13
Slow Capital, Inc. 13
Rock Creek Group, LP 13
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 13
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 13
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 13
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 13
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 13
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 13
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 13
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 13
Verde Servicos Internacionais S.A. 13
Goodwin Investment Advisory 13
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 13
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 13
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 13
DFIGX - Dfa Investment Dimensions Group Inc - Dfa Intermediate Government Fixed Income Portfolio - Institutional Class 13
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 13
GraniteShares Advisors LLC 13
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 13
AlTi Global, Inc. 13
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 13
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 13
Northcape Wealth Management, Llc 13
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 13
Fox Hill Wealth Management 13
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 13
Harvard Management Co Inc 13
LM Advisors LLC 13
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 13
Green Owl Capital Management, LLC 13
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 13
Oppenheimer Global Multi Strategies Fund 13
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 13
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 13
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 13
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 13
Sunflower Bank, N.A. 13
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 13
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 13
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 13
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 13
Park West Asset Management LLC 13
Sadoff Investment Management Llc 13
Financial Avengers, Inc. 13
Bainco International Investors 13
Guardian Wealth Advisors, Llc / Nc 13
C WorldWide Group Holding A/S 13
Thrive Wealth Management, LLC 13
Granite Investment Advisors, LLC 13
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 13
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF 13
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 13
Capital Group KKR Multi-Sector (plus) 13
New England Investment & Retirement Group, Inc. 13
ZMLP - Direxion Shares ETF Trust - Direxion Zacks MLP High Income Index Shares 13
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 13
Mitchell & Pahl Private Wealth, Llc 13
Security National Bank Of Sioux City Iowa /ia/ 13
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 13
Amplify Investments, Llc 13
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 13
Guild Investment Management, Inc. 13
Three Peaks Capital Management, LLC 13
SGPIX - Profunds - Small-cap Growth Profund Investor Class 13
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 13
United Bank 13
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 13
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 13
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 13
Eton Park Capital Management, L.P. 13
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 13
New Vernon Capital Holdings II LLC 13
Bath Savings Trust Co 13
Stone Run Capital, Llc 13
DORCHESTER WEALTH MANAGEMENT Co 13
Oak Family Advisors, Llc 13
Delta Global Management LP 13
Thrive Capital Management, LLC 13
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 13
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 13
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 13
Nuveen High Income December 2018 Target Term Fund 13
Barings Global Short Duration High Yield Fund 13
B&D White Capital Company, LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 13
StrategIQ Financial Group, LLC 13
Davis Capital Management 13
First Financial Bank - Trust Division 13
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 13
Fisher Funds Management LTD 13
BRUFX - Bruce Fund Inc - Bruce Fund 13
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 13
Newfound Research LLC 13
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 13
Private Capital Management Inc 13
LWM Advisory Services, LLC 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF 13
Westbourne Investment Advisors, Inc. 13
Barry Investment Advisors, LLC 13
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 13
Lumbard & Kellner, LLC 13
Bell & Brown Wealth Advisors, Llc 13
STXM - EA Series Trust - Strive Mid-Cap ETF 13
Jones Road Capital Management, L.p. 13
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 13
Lonestar Capital Management LLC 13
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 13
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 13
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 13
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 13
Curat Global, LLC 13
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 13
United Advisor Group, LLC 13
United Capital Management of KS, Inc. 13
Aviso Wealth Management 13
PCA Investment Advisory Services Inc. 13
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 13
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 13
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 13
Tacita Capital Inc 13
Silicon Hills Wealth Management, LLC 13
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 13
Hudson Value Partners, LLC 13
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 13
Eaton Vance Municipal Income 2028 Term Trust 13
Bard Associates Inc 13
Goldentree Asset Management Lp 13
Penn Mutual Asset Management, LLC 13
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 13
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 13
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 13
Wealthgarden F.s. Llc 13
Copia Wealth Management 13
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 13
DIP - ETF Series Solutions - BTD Capital Fund 13
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 13
Pzena Investment Management Llc 13
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 13
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
Bedell Frazier Investment Counseling, LLC 13
Hengehold Capital Management Llc 13
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 13
DELIX - Delaware Group State Tax-free Income Trust - Delaware Tax-free Pennsylvania Fund Class A 13
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 13
DSAM Partners (London) Ltd 13
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 13
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 13
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 13
Weatherstone Capital Management 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 13
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 13
Abel Hall, LLC 13
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 13
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 13
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 13
Emory University 13
Old Dominion Capital Management Inc 13
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 13
SPC Financial, Inc. 13
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 13
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 13
Mfs High Income Municipal Trust 13
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 13
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 13
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 13
Eads & Heald Wealth Management 13
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 13
Midas Management Corp 13
Lester Murray Antman dba SimplyRich 13
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 13
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 13
Bornite Capital Management LP 13
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 13
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 13
TPG Financial Advisors, LLC 13
Sound Financial Strategies Group, LLC 13
Traub Capital Management LLC 13
Water Asset Management LLC 13
LGT Fund Management Co Ltd. 13
Texas Capital Bank Wealth Management Services Inc 13
Evolution Wealth Management Inc. 13
Baskin Financial Services Inc. 13
Naples Money Management LLC 13
Sequent Asset Management, LLC 13
Austin Private Wealth, LLC 13
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund 13
VeraBank, N.A. 13
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 13
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 13
Angeles Wealth Management, Llc 13
Corient IA LLC 13
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 13
Kingstone Capital Partners Texas, LLC 13
Grandfield & Dodd, Llc 13
Vega Energy Gp, Llc 13
TBH Global Asset Management, LLC 13
LaSalle St. Investment Advisors, LLC 13
Silverlake Wealth Management Llc 13
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 13
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 13
Athos Capital Ltd 13
Profunds - Profund Vp Small-cap Growth 13
Deep Basin Capital LP 13
British Airways Pensions Investment Management Ltd 13
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 13
Overbrook Management Corp 13
Stelac Advisory Services LLC 13
L.m. Kohn & Company 13
Chubb Corp 13
Parvin Asset Management, LLC 13
Stamos Capital Partners, L.p. 13
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 13
Hendershot Investments Inc. 13
ICW Investment Advisors LLC 13
Parkside Investments, LLC 13
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 13
Family Legacy, Inc. 13
Kleinwort Benson Investors Dublin Ltd 13
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 13
Minot Wealth Management LLC 13
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 13
Blue Rock Advisors, LLC 13
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 13
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 13
Everstar Asset Management, LLC 13
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 13
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 13
Evanston Investments, Inc., dba Evanston Advisors 13
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 13
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 13
Mosaic Family Wealth Partners, Llc 13
Delta Financial Group, Inc. 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 13
Monarch Capital Management Inc/ 13
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A 13
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 13
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 13
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares 13
Cortland Advisers Llc 13
TKG Advisors, LLC 13
Westerkirk Capital Inc. 13
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 13
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 12
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 12
Thb Asset Management 12
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 12
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 12
Investment Advisory Services Inc /tx /adv 12
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 12
Kmg Fiduciary Partners, Llc 12
RiverFront Investment Group, LLC 12
Corbyn Investment Management Inc/md 12
Stance Capital Llc 12
Morgan Stanley Global Infrastructure Fund 12
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 12
National Investment Services Inc /wi 12
Vision Capital Management, Inc. 12
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 12
Canyon Capital Advisors Llc 12
MGB Wealth Management, LLC 12
Voya Natural Resources Equity Income Fund 12
FTLAX - NUVEEN MULTISTATE TRUST III - Nuveen Louisiana Municipal Bond Fund - Class A 12
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 12
Arista Wealth Management, LLC 12
Slagle Financial, LLC 12
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 12
Aurora Financial Advisors, Llc 12
VPAIX - VANGUARD PENNSYLVANIA TAX-FREE FUNDS - Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares 12
American National Bank & Trust Co /va/ 12
Canandaigua National Corp 12
Threadgill Financial, Llc 12
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 12
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 12
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 12
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 12
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 12
Interval Partners, LP 12
Davis Investment Partners, LLC 12
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 12
NTB Financial Corp 12
FRORX - Franklin Tax Free Trust - Franklin Oregon Tax-free Income Fund Class A1 12
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 12
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 12
Epiphany Funds 12
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 12
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 12
Evolution Advisers, Inc. 12
CPRFX - MUTUAL FUND SERIES TRUST - Camelot Premium Return Fund Class A 12
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 12
Quadrant Private Wealth Management, LLC 12
Birchcreek Wealth Management, LLC 12
Seven Springs Wealth Group, LLC 12
Causeway Capital Management Llc 12
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 12
USVT - Ultimus Managers Trust - US VALUE ETF 12
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 12
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 12
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 12
Tandem Investment Advisors, Inc. 12
RRIAX - Columbia Funds Series Trust II - Columbia Global Infrastructure Fund Class A 12
Pinnacle Advisory Group, Inc. 12
O'Brien Greene & Co. Inc 12
Wellesley Investment Partners, LLC 12
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 12
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 12
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 12
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 12
WIREX - PFS FUNDS - Wireless Fund 12
Tema ETF Trust - Tema Electrification ETF 12
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 12
Signal Advisors Wealth, LLC 12
Mjp Associates Inc /adv 12
Quantum Financial Advisors, LLC 12
Clearbridge, Llc 12
Covea Finance 12
Ameliora Wealth Management Ltd. 12
First National Advisers, LLC 12
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 12
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 12
Condor Capital Management 12
Koesten, Hirschmann & Crabtree, INC. 12
Tide Point Capital Management, Lp 12
Canal Capital Management, LLC 12
NovaPoint Capital, LLC 12
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 12
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 12
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 12
SYM FINANCIAL Corp 12
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 12
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 12
Biltmore Family Office, LLC 12
Intrepid Capital Management Inc 12
FSM Wealth Advisors, LLC 12
Semper Trust Co. 12
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 12
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 12
AMG Funds LLC 12
Adirondack Research & Management Inc. 12
CI Global Investments Inc. 12
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 12
Team Hewins, LLC 12
Successful Portfolios LLC 12
Stack Financial Management, Inc 12
Syquant Capital Sas 12
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 12
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 12
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 12
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 12
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 12
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 12
VAUGHAN & Co SECURITIES, INC. 12
Torno Capital, Llc 12
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 12
Loudon Investment Management, LLC 12
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 12
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 12
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 12
Custom Portfolio Group LLC 12
Roman Butler Fullerton & Co 12
Divergent Wealth Advisors, Llc 12
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 12
Oracle Alpha Inc. 12
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 12
Willis Investment Counsel 12
Fulcrum Capital LLC 12
TSP Capital Management Group, LLC 12
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 12
Manteio Capital LLC 12
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 12
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 12
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 12
Silverback Asset Management Llc 12
Scholtz & Company, Llc 12
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 12
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 12
TEXN - iSHARES TRUST - iShares Texas Equity ETF 12
Econ Financial Services Corp 12
Context Capital Funds 12
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 12
Cushing Energy Income Fund 12
Quad Capital Management Advisors LLC 12
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 12
Acima Private Wealth, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 12
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 12
Brookwood Investment Group LLC 12
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 12
CLIA - Tidal Trust II - Veridien Climate Action ETF 12
KCS Wealth Advisory 12
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 12
Oak Point Wealth Management 12
Advisor Consultant Network Inc 12
WATPX - WESTERN ASSET FUNDS INC - Western Asset Inflation Indexed Plus Bond Fund Class FI 12
Brewin Dolphin Wealth Management Ltd 12
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 12
Midwest Capital Advisors, LLC 12
Detalus Advisors, LLC 12
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 12
Hillcrest Asset Management LLC 12
Capstone Financial Advisors, Inc. 12
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 12
Vista Private Wealth Partners. LLC 12
Hartz Capital, Inc. 12
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 12
Day & Ennis, LLC 12
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 12
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 12
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 12
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 12
Parplus Partners 12
Cheviot Value Management, LLC 12
Stonehage Fleming Financial Services Holdings Ltd 12
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 12
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 12
Trellus Management Company, LLC 12
VACVX - VALIC Co II - Large Cap Value Fund 12
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 12
VIDI - ETF Series Solutions - Vident International Equity Fund 12
Jnl Series Trust - Jnl/wmc Value Fund (a) 12
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 12
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 12
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 12
Napier Park Global Capital (US) LP 12
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 12
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 12
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 12
Ironsides Asset Advisors, LLC 12
Parnassus Investments /ca 12
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 12
Leeward Investments, LLC - MA 12
AM Squared Ltd 12
Country Club Bank /gfn 12
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 12
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 12
Meritage Group LP 12
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 12
Greystone Financial Group, LLC 12
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 12
Cassia Capital Partners, LLC 12
West Michigan Advisors, Llc 12
Cohen Klingenstein LLC 12
Highfields Capital Management Lp 12
Lowe Brockenbrough & Co Inc 12
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 12
Lifeworks Advisors, LLC 12
Nuveen High Income 2020 Target Term Fund 12
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 12
Paragon Wealth Strategies, LLC 12
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 12
Granite Bay Wealth Management, LLC 12
Counsel Portfolio Services Inc. 12
Allen Capital Group, LLC 12
Covington Investment Advisors Inc. 12
Nicola Wealth Management Ltd. 12
Accredited Investors Inc. 12
Northeast Investment Management 12
KPP Advisory Services LLC 12
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 12
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 12
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 12
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 12
PIMCO FUNDS - PIMCO Sector Fund Series - H 12
MRGR - PROSHARES TRUST - ProShares Merger ETF 12
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 12
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 12
Precept Management LLC 12
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 12
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 12
Curio Wealth, Llc 12
Blackston Financial Advisory Group, LLC 12
Dynasty Wealth Management, Llc 12
Cherokee Insurance Co 12
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF 12
Capitolis Liquid Global Markets LLC 12
Beaton Management Co. Inc. 12
Meketa Infrastructure Fund 12
Souders Financial Advisors 12
Insight Advisors, LLC/ PA 12
Advent/claymore Enhanced Growth & Income Fund 12
JGP Wealth Management, LLC 12
Cerro Pacific Wealth Advisors LLC 12
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 12
Trafelet Brokaw Capital Management, L.p. 12
Gibbs Wealth Management 12
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 12
Somerset Group LLC 12
C2C Wealth Management, LLC 12
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 12
Jmac Enterprises Llc 12
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 12
C-J Advisory, Inc. 12
Peachtree Investment Advisors, Inc. 12
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 12
TrimTabs Asset Management, LLC 12
Silver Bridge Capital Management LLC 12
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 12
Green Harvest Asset Management LLC 12
Davidson & Garrard Inc 12
Goodman Advisory Group, LLC 12
Meridian Investment Counsel Inc. 12
HGC Investment Management Inc. 12
M.e. Allison & Co., Inc. 12
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 12
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 12
First National Bank of Mount Dora, Trust Investment Services 12
SageGuard Financial Group, LLC 12
Blackrock Resources & Commodities Strategy Trust 12
Neuberger Berman Intermediate Municipal Fund Inc 12
Manning & Napier Group, LLC 12
Morgan Stanley India Investment Fund, Inc. 12
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 12
Guardian Partners Inc. 12
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 12
GlobalBridge, Inc. 12
PRMDX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Short-Term Tax-Free Bond Fund 12
Progeny 3, Inc. 12
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 12
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 12
Exos Asset Management LLC 12
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 12
Grassi Investment Management Llc 12
KLCM Advisors, Inc. 12
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 12
Burren Capital Advisors Ltd 12
MFS VARIABLE INSURANCE TRUST II - MFS Global Governments Portfolio Initial Class 12
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 12
Burkett Financial Services, Llc 12
Siena Capital Llc 12
Board of the Pension Protection Fund 12
Boyer & Corporon Wealth Management, LLC 12
Advanced Series Trust - Ast International Value Portfolio 12
Coatue Management Llc 12
Roberts Glore & Co Inc /il/ 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 12
Newtyn Management, LLC 12
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 12
RB Capital Management, LLC 12
New England Private Wealth Advisors LLC 12
Luxor Capital Group, LP 12
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 12
Gries Financial Llc 12
Vega Investment Solutions 12
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 12
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 12
Bill Few Associates, Inc. 12
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 12
National Wealth Management Group, LLC 12
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 12
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 12
Fpc Investment Advisory, Inc. 12
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 12
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 12
Avondale Wealth Management 12
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 12
Adams Natural Resources Fund, Inc. 12
apricus wealth, LLC 12
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 12
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 12
Dms Funds 12
Portfolio Design Labs, LLC 12
Urban Wealth Management, LLC 12
Worth Venture Partners, LLC 12
MKT Advisors LLC 12
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 12
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 12
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 12
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 12
Spartan Fund Management Inc. 12
Stonnington Group, Llc 12
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF 12
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 12
Seizert Capital Partners, Llc 12
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 12
Elgethun Capital Management 12
Invesco, Llc 12
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 12
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 12
MorganRosel Wealth Management, LLC 12
Excalibur Management Corp 12
IronBridge Capital Management LP 12
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 12
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 12
WCG Wealth Advisors LLC 12
Scout Funds 12
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 12
Mfs High Yield Municipal Trust 12
Wcm Investment Management, Llc 12
Old North State Wealth Management, LLC 12
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 12
Northwest Bancshares, Inc. 12
Southland Equity Partners LLC 12
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 12
Agp Franklin, Llc 12
Diamond Hill Capital Management Inc 12
WP Advisors, LLC 12
Mfs Municipal Income Trust 12
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 12
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 11
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 11
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A 11
Mfs Government Markets Income Trust 11
SCID - Global X Funds - Global X Scientific Beta Europe ETF 11
Mfs Investment Grade Municipal Trust 11
Private Capital Management, LLC 11
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 11
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 11
Putnam Fund For Growth & Income 11
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 11
IDV - iSHARES TRUST - iShares International Select Dividend ETF 11
Summit Equities Inc 11
RMG Wealth Management LLC 11
Henderson Global Funds 11
Oppenheimer Dividend Opportunity Fund 11
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 11
Oppenheimer Equity Income Fund 11
Maia Wealth LLC 11
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 11
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 11
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 11
Steward Partners Investment Solutions, Llc 11
FCG Investment Co 11
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 11
GVAL - Cambria ETF Trust - Cambria Global Value ETF 11
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 11
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 11
Tcw Alternative Funds 11
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 11
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 11
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 11
Patrick M Sweeney & Associates, Inc 11
Journey Advisory Group, LLC 11
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 11
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 11
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 11
Deutsche High Income Opportunities Fund, Inc. 11
Second Line Capital, LLC 11
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 11
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 11
Evergreen Private Wealth LLC 11
New Century Financial Group, LLC 11
Nuveen Select Maturities Municipal Fund 11
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 11
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 11
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 11
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 11
Overland Advisors, LLC 11
Nicolet Bankshares Inc 11
Cooperman Leon G 11
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 11
Newman Dignan & Sheerar, Inc. 11
Capstone Triton Financial Group, LLC 11
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 11
Marshall Financial Group LLC 11
Monograph Wealth Advisors, Llc 11
IVC Wealth Advisors LLC 11
Winchester Group Inc. 11
Wellington Global Multi-Strategy Fund 11
Van Cleef Asset Management,Inc 11
Skylands Capital, LLC 11
Kesler, Norman & Wride, LLC 11
Regency Capital Management Inc.\DE 11
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 11
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 11
Bridges Investment Counsel Inc/ 11
Mcrae Capital Management Inc 11
Castle Financial & Retirement Planning Associates, Inc. 11
Palladiem, Llc 11
Palumbo Wealth Management LLC 11
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 11
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 11
Graybill Bartz & Assoc Ltd 11
Koss-Olinger Consulting, LLC 11
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 11
EMIF - iSHARES TRUST - iShares Emerging Markets Infrastructure ETF 11
RKL Wealth Management LLC 11
Arbor Investment Advisors, LLC 11
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 11
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 11
Liontrust Investment Partners LLP 11
Family Capital Trust Co 11
United Bank, Inc. 11
Nexus Investment Management ULC 11
Icapital Wealth Llc 11
Alaethes Wealth LLC 11
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 11
Benedetti & Gucer, Inc. 11
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 11
Cavalry Management Group, LLC 11
Connacht Asset Management LP 11
Cooper Creek Partners Management Llc 11
Greenwich Investment Management, Inc. 11
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 11
Clean Energy Transition LLP 11
Capital Investment Counsel, Inc 11
Edmp, Inc. 11
First Allied Asset Management, Inc. 11
Capstone Financial Group, Inc. 11
NINE MASTS CAPITAL Ltd 11
Blackthorn Investment Group Llc 11
Round Table Services, LLC 11
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 11
Legacy Wealth Management, Inc 11
KAMES CAPITAL management Ltd 11
WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF 11
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 11
Spotlight Asset Group, Inc. 11
Natural Investments, Llc 11
Cobalt Capital Management, Inc. 11
Selway Asset Management 11
InTrack Investment Management Inc 11
Mendel Money Management 11
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 11
Sky Investment Group LLC 11
Tiger Eye Capital LLC 11
Sage Private Wealth Group, Llc 11
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 11
PACIFIC SELECT FUND - Comstock Portfolio Class I 11
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 11
HEFAX - HIGHLAND FUNDS II - Highland Energy MLP Fund Class A 11
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 11
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 11
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 11
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 11
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 11
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 11
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 11
New Age Alpha Funds Trust - NAA Allocation Fund Class C 11
Kanawha Capital Management Llc 11
Caz Investments Lp 11
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 11
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 11
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 11
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 11
Blueprint Investment Partners LLC 11
Mission Creek Capital Partners, Inc. 11
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 11
Heron Financial Group, Llc 11
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 11
Core Wealth Advisors, Inc. 11
Financial Strategy Network, LLC 11
ATLAS Infrastructure Partners (UK) Ltd. 11
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 11
Aprio Wealth Management, LLC 11
Honeywell International Inc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 11
Lgt Capital Partners Ltd. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 11
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 11
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 11
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 11
Investmark Advisory Group LLC 11
Community Bank of Raymore 11
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 11
Okabena Investment Services Inc 11
NODE - VanEck Funds - Onchain Economy ETF 11
AMJ Financial Wealth Management 11
Navigoe, LLC 11
Lbmc Investment Advisors, Llc 11
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 11
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 11
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 11
Birch Hill Investment Advisors LLC 11
Benedict Financial Advisors Inc 11
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 11
Minot DeBlois Advisors LLC 11
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 11
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 11
Otter Creek Advisors, LLC 11
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 11
Pinnacle Wealth Management Group, Inc. 11
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 11
Alteri Wealth LLC 11
Credit Industriel Et Commercial 11
Advocate Group Llc 11
Chapman Financial Group, Llc 11
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 11
Ramius Advisors Llc 11
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 11
Fusion Investment Group, LLC 11
FLLA - Franklin Templeton ETF Trust - Franklin FTSE Latin America ETF 11
Mark Asset Management Lp 11
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 11
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 11
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
RFG - Bristol Wealth Advisors, LLC 11
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 11
Prudent Man Investment Management, Inc. 11
Plan Group Financial, LLC 11
Maridea Wealth Management LLC 11
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 11
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 11
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 11
Benefit Street Partners LLC 11
Mountain Hill Investment Partners Corp. 11
Loews Corp 11
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 11
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 11
TAN - Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF 11
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 11
HBW Advisory Services LLC 11
Greykasell Wealth Strategies, Inc. 11
Edmond De Rothschild (suisse) S.a. 11
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 11
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 11
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 11
First Business Financial Services, Inc. 11
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 11
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 11
Nuveen Quality Preferred Income Fund 11
Cardinal Capital Management, Inc. 11
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 11
Retirement Planning Group 11
Mesirow Institutional Investment Management, Inc. 11
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 11
Geduld E E 11
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 11
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 11
Fedenia Advisers LLC 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
Compass Financial Services Inc 11
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 11
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 11
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N 11
Bnp Paribas 11
Prospector Partners Llc 11
Moseley Investment Management Inc 11
Southeast Asset Advisors Inc. 11
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 11
RVW Wealth, LLC 11
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock Pennsylvania Municipal Bond Fund Investor A1 11
Bruce & Co., Inc. 11
Retirement Wealth Solutions LLC 11
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 11
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 11
Baron Financial Group, LLC 11
Florida Financial Advisors, Llc 11
Watershed Asset Management, L.L.C. 11
GenTrust, LLC 11
Smith Shellnut Wilson Llc /adv 11
Marietta Wealth Management, LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 11
Breakwater Capital Group 11
Evelyn Partners Investment Management LLP 11
Ascend Capital, Llc 11
Cohanzick Management, Llc 11
Foster Victor Wealth Advisors, LLC 11
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 11
Alliance Wealth Advisors, LLC /UT 11
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 11
Te Ahumairangi Investment Management Ltd 11
Cypress Capital, LLC 11
CAMG Solamere Management, LLC 11
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 11
MRP Capital Investments, LLC 11
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 11
Tanglewood Legacy Advisors, LLC 11
Campbell Capital Management Inc 11
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 11
Valentine Capital Asset Management, Inc. 11
Bernardo Wealth Planning LLC 11
Howard Financial Services, Ltd. 11
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 11
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 11
LMG Wealth Partners, LLC 11
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 11
Frisch Financial Group, Inc. 11
Financial Freedom, LLC 11
Beirne Wealth Consulting Services, LLC 11
Oak Hill Wealth Advisors, Llc 11
Stewart & Patten Co Llc 11
Lehman & Derafelo Financial Resources LLC 11
Northstar Wealth Partners LLC 11
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 11
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 11
Pictet North America Advisors SA 11
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 11
Hood River Capital Management LLC 11
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 11
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 11
Genesee Capital Advisors, LLC 11
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 11
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 11
Arena Capital Advisors, LLC- CA 11
Islet Management, LP 11
Cantor Fitzgerald Investment Adviser L.p. 11
Summit Financial Group, Inc. 11
Sage Capital Advisors,llc 11
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 11
MASTERINVEST Kapitalanlage GmbH 11
Sepio Capital, LP 11
Gs Investments, Inc. 11
Apexium Financial, Lp 11
DMPAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF MLP & Energy Infrastructure Fund Class A 11
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 11
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 11
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 11
Stadion Money Management, LLC 11
Windsor Creek Advisors, Llc 11
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 11
Heritage Wealth Management, Inc. 11
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 11
CFO4Life, L.P. 11
Andrew Hill Investment Advisors, Inc. 11
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 11
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 11
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 11
Signet Investment Advisory Group, Inc. 11
Legacy Bridge, LLC 11
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 11
Eukles Asset Management 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 11
Reitz Capital Advisors LLC 11
Grace & White Inc /ny 11
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 11
Drucker Wealth 3.0, LLC 11
Schaper Benz & Wise Investment Counsel Inc/wi 11
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 11
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 11
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 11
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 11
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 11
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 11
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 11
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 11
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 11
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 11
Blackrock Munivest Fund, Inc. 11
Cm Wealth Advisors Llc 11
Bridge Creek Capital Management LLC 11
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 11
McCarthy Grittinger Financial Group, LLC 11
Chapwood Capital Investment Management, LLC 11
Fullcircle Wealth Llc 11
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 11
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 11
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 11
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 11
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 11
Keynote Financial Services Llc 11
BIGTX - Monteagle Funds - The Texas Fund Class I 11
Providence Wealth Advisors, LLC 11
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 11
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 11
Cox Capital Mgt LLC 11
PENN SERIES FUNDS INC - Mid Cap Value Fund 11
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 11
Sigma Investment Counselors Inc 11
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 11
Bulldog Investors, LLP 11
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 11
10-15 Associates, Inc. 11
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 11
Brigade Capital Management, Lp 11
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 11
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 11
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 11
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 11
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 11
Rice Partnership, LLC 11
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 11
Spirepoint Private Client, Llc 11
Sienna Gestion 11
Punch & Associates Investment Management, Inc. 11
Cheyne Capital Management (UK) LLP 11
FS Series Trust - FS Energy Total Return Fund Class A 11
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 11
49 Wealth Management, Llc 11
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 11
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 11
Bennicas & Associates, Inc. 11
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 11
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K 11
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 11
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 11
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 11
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 11
JBR Co Financial Management Inc 11
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 11
Vivaldi Opportunities Fund 11
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 11
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 11
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 11
New Potomac Partners, LLC 11
Walthausen & Co., LLC 11
Roundview Capital LLC 11
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 11
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 11
Azzad Asset Management Inc /adv 11
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 11
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 11
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 11
GREI - Goldman Sachs ETF Trust - Goldman Sachs Future Real Estate and Infrastructure Equity ETF 11
Hibernia Wealth Partners, LLC 11
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 11
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 11
Marathon Capital Management 11
Gilder Gagnon Howe & Co Llc 11
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 11
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 11
Dividend & Income Fund 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
Kovitz Investment Group, LLC 11
Polygon Management Ltd. 11
Maryland Capital Advisors Inc. 11
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 11
Murphy, Middleton, Hinkle & Parker, Inc. 11
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 11
Able Wealth Management LLC 11
Vanguard Convertible Securities Fund 11
Sunpointe, LLC 11
FEDERATED CORE TRUST - Emerging Markets Core Fund 11
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 11
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 11
Nuveen Dynamic Municipal Opportunities Fund 11
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 11
Kuhn & Co Investment Counsel 11
Deutsche Multi-market Income Trust 10
ERn Financial, LLC 10
Mogy Joel R Investment Counsel Inc 10
Courage Capital Management Llc 10
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 10
Pineno Levin & Ford Asset Management, Inc. 10
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 10
Mizuho Bank, Ltd. 10
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 10
Delap Wealth Advisory, Llc 10
Price Michael F 10
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 10
Covenant Partners, LLC 10
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 10
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 10
Copperwynd Financial, LLC 10
Investor's Fiduciary Advisor Network, LLC 10
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 10
Strategic Capital Advisers, Inc. 10
Aspen Grove Capital, LLC 10
Accredited Wealth Management, LLC 10
Guidance Point Advisors, LLC 10
HTLF Bank 10
Black Diamond Financial, LLC 10
First Western Trust Bank 10
South Street Advisors LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 10
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 10
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 10
PBMares Wealth Management LLC 10
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 10
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 10
C V Starr & Co Inc 10
Lesa Sroufe & Co 10
BluePath Capital Management, LLC 10
Capital Group Investment Management Pte. Ltd. 10
St. Louis Trust Co 10
Franklin, Parlapiano, Turner & Welch, LLC 10
Blankinship & Foster, LLC 10
Kkr Income Opportunities Fund 10
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 10
TFB Advisors LLC 10
CIC Wealth, LLC 10
Townsend Asset Management Corp /nc/ /adv 10
Richardson Capital Management LLC 10
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 10
Perennial Investment Advisors, LLC 10
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 10
Talon Private Wealth, LLC 10
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 10
Usca All Terrain Fund 10
Quantum Private Wealth, LLC 10
Meketa Investment Group Inc /adv 10
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 10
Mountain Lake Investment Management LLC 10
Stokes Family Office, LLC 10
Fcg Advisors, Llc 10
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 10
TimesSquare Capital Management, LLC 10
Blackrock Investment Quality Municipal Trust Inc. 10
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 10
Investment Management Corp /va/ /adv 10
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 10
NCM Capital Advisers, Inc. 10
Cullen Investment Group, Ltd. 10
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 10
Crumly & Associates Inc. 10
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 10
Madison Wealth Management 10
Partners Capital Investment Group, Llp 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 10
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 10
Private Portfolio Partners Llc 10
Mizuho Securities Co. Ltd. 10
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 10
Truehand, Inc 10
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 10
SS&H Financial Advisors, Inc. 10
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 10
Mattern Wealth Management LLC 10
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 10
Tiger Management L.l.c. 10
Sargent Investment Group, LLC 10
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 10
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 10
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 10
Newport Trust Co 10
Magnolia Capital Management Ltd 10
ECP ControlCo, LLC 10
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF 10
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 10
Truadvice, LLC 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 10
Jana Partners Llc 10
Hayek Kallen Investment Management 10
Liberty All Star Equity Fund 10
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 10
Financial & Investment Management Group Ltd 10
Lakewood Asset Management LLC 10
Redwood Capital Management, Llc 10
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 10
Ruane, Cunniff & Goldfarb Inc 10
Strategic Investment Management, Llc 10
Paragon Private Wealth Management, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 10
Villere St Denis J & Co Llc 10
Deschaine & Company, Llc 10
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 10
Rock Point Advisors, LLC 10
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 10
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 10
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 10
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 10
BARING ASSET MANAGEMENT Ltd 10
NISPX - Nuveen Managed Accounts Portfolios Trust - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 10
One68 Global Capital, LLC 10
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 10
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 10
Cutler Investment Counsel Llc 10
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 10
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 10
Invesco Municipal Opportunity Trust 10
Invesco Trust For Investment Grade Municipals 10
Nuveen Pennsylvania Quality Municipal Income Fund 10
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 10
Wilkinson Ogrady & Co Inc /ny 10
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 10
Fortaleza Asset Management Inc/ 10
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A 10
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 10
Wedgewood Investors Inc /pa/ 10
Gantzert Investment Co Llc /adv 10
OHIO NATIONAL FUND INC - ON Foreign Portfolio 10
DRIPX - MP63 FUND INC - MP63 Fund 10
CVAR - ETF Opportunities Trust - Cultivar ETF 10
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 10
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 10
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 10
Oakwood Capital Management Llc/ca 10
William B. Walkup & Associates, Inc. 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 10
Lgl Partners, Llc 10
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 10
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 10
Weather Gauge Advisory, LLC 10
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 10
Hotaling Investment Management, LLC 10
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 10
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 10
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 10
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 10
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 10
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 10
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 10
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 10
Plimoth Trust Co Llc 10
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 10
Nokota Management, LP 10
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 10
Cedar Hill Associates, Llc 10
Lucia Wealth Services, Llc 10
Rand Wealth, Llc 10
Riverwater Partners LLC 10
Small Cap Value Fund, Inc. 10
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 10
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 10
EEMD - ETF Series Solutions - AAM S&P Emerging Markets High Dividend Value ETF 10
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 10
Harbour Trust & Investment Management Co 10
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 10
Verus Financial Partners, Inc. 10
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 10
Putnam Global Natural Resources Fund 10
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 10
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 10
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 10
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 10
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 10
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 10
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 10
Freedom Day Solutions, LLC 10
Zevin Asset Management Llc 10
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 10
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 10
Fragasso Group Inc. 10
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 10
Brass Tax Wealth Management, Inc 10
RELIANCE TRUST Co 10
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 10
Hamilton Point Investment Advisors, LLC 10
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 10
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 10
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 10
FAINX - MSS Series Trust - Fallen Angels Income Fund 10
Lederer & Associates Investment Counsel/ca 10
Maxi Investments CY Ltd 10
Nuveen Flexible Investment Income Fund 10
Lineweaver Wealth Advisors, LLC 10
Modus Advisors, LLC 10
Belmont Capital, LLC 10
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 10
Pettyjohn, Wood & White, Inc 10
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 10
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 10
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 10
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 10
Smallcap World Fund Inc 10
Emerson Investment Management, Llc 10
Waterfront Wealth Inc. 10
WNY Asset Management, LLC 10
Hamel Associates, Inc. 10
Blackrock Muniyield Pennsylvania Quality Fund 10
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 10
Motley Fool Asset Management LLC 10
Abacus Wealth Partners, LLC 10
Kamunting Street Capital Management, L.P. 10
Smith, Graham & Co., Investment Advisors, LP 10
Tufton Capital Management 10
First National Bank of Hutchinson 10
Source Capital Inc /de/ 10
Dividend Builder Portfolio 10
Wealthspring Capital LLC 10
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 10
Revisor Wealth Management LLC 10
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 10
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 10
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 10
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 10
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 10
Polymer Capital Management (HK) LTD 10
Lodestar Investment Counsel Llc/il 10
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 10
Oak Harbor Wealth Partners, Llc 10
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 10
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 10
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 10
First Fiduciary Investment Counsel, Inc. 10
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 10
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 10
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 10
IYE - iSHARES TRUST - iShares U.S. Energy ETF 10
Kempner Capital Management Inc. 10
Deutsche Money Market Trust 10
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 10
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 10
Cadent Capital Advisors, LLC 10
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 10
StrongBox Wealth, LLC 10
Tiemann Investment Advisors, Llc 10
Summitry Llc 10
Magnolia Wealth Management, LLC 10
Papp L Roy & Associates 10
Capital Planning Advisors, LLC 10
Alden Global Capital LLC 10
Stock Portfolio - Stock Portfolio 10
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 10
Harbor Financial Services, Llc 10
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 10
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 10
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 10
POM Investment Strategies, LLC 10
Rbo & Co Llc 10
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 10
Stonebridge Capital Management Inc 10
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 10
LCM Capital Management Inc 10
Wahed Invest LLC 10
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 10
American Funds Fundamental Investors 10
Selz Capital LLC 10
Camden National Corp 10
Strategic Asset Management, LLC 10
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 10
UBPIX - Profunds - Ultralatin America Profund Investor Class 10
Prairie Sky Financial Group LLC 10
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 10
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 10
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 10
Boreal Capital Management LLC 10
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 10
Midland Wealth Advisors Llc 10
Monumental Financial Group Inc. 10
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 10
Laurel Wealth Planning LLC 10
Carlson Capital Management 10
Waycross Partners, Llc 10
Fiduciary Family Office, Llc 10
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 10
LongView Wealth Management 10
Hardman Johnston Global Advisors LLC 10
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 10
Crow Point Global Dividend Plus Fund 10
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 10
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 10
Montrusco Bolton Investments Inc. 10
Clarity Financial LLC 10
Dreyfus Manager Funds I 10
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 10
Galvin, Gaustad & Stein, LLC 10
Century Capital Management, LLC 10
Henrickson Nauta Wealth Advisors, Inc. 10
Stralem & Co Inc 10
SC&H Financial Advisors, Inc. 10
Stearns Financial Services Group 10
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 10
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 10
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 10
Barrington Strategic Wealth Management Group LLC 10
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 10
Augustine Asset Management Inc 10
Cornerstone Investment Partners, LLC 10
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 10
Curbstone Financial Management Corp 10
Atalanta Sosnoff Capital, Llc 10
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 10
CLARET ASSET MANAGEMENT Corp 10
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 10
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 10
Cornerstone Planning, LLC 10
Clear Perspectives Financial Planning, LLC 10
McCarthy Asset Management, Inc. 10
Arjuna Capital 10
Q3 Asset Management 10
Pacific Sun Financial Corp 10
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 10
Northwest Bank & Trust Co 10
PIMCO Dynamic Income Opportunities Fund 10
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 10
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 10
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 10
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 10
PCJ Investment Counsel Ltd. 10
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 10
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 10
Wealth Advisors of Tampa Bay, LLC 10
Portolan Capital Management, LLC 10
Cumberland Partners Ltd 10
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 10
Deutsche Strategic Income Trust 10
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 10
Bigelow Investment Advisors, LLC 10
Pinnacle Private Wealth, LLC 10
Mason Capital Management Llc 10
Dfa Investment Trust Co - The Dfa International Value Series 10
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 10
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 10
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 10
Game Creek Capital, LP 10
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 10
Blackrock Master Llc 10
Forefront Wealth Management Inc. 10
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 10
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 10
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 10
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 10
Impax Asset Management LTD 10
EFAS - Global X Funds - Global X MSCI SuperDividend EAFE ETF 10
IEV - iSHARES TRUST - iShares Europe ETF 10
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 10
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 10
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 10
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 10
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 10
Palisades Investment Partners, LLC 10
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 10
Marshall Investment Management, Llc 10
Highwater Wealth Management, LLC 10
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 10
Dakota Community Bank & Trust NA 10
Pennsylvania Capital Management Inc /adv 10
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 10
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 10
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 10
W.H. Cornerstone Investments Inc. 10
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 10
LaFleur & Godfrey LLC 10
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 10
Security National Bank Of So Dak 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
Thomas Story & Son Llc 10
WGSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Government Securities Fund Class C 10
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 10
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 10
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 10
Acadia Trust Na 10
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 10
Reynolds Capital Management Llc 10
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 10
Asset Planning Services, Ltd. 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 10
Meriwether Wealth & Planning, LLC 10
Sather Financial Group Inc 10
Wealth High Governance Capital Ltda 10
Credit Suisse High Yield Bond Fund 10
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 10
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 10
Domani Wealth, LLC 10
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 10
INDA - iSHARES TRUST - iShares MSCI India ETF 10
Second Half Financial Partners, LLC 10
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 10
Stonehage Fleming (uk) Ltd 10
Ncm Capital Management Group Inc 10
Everett Capital Advisors UK LLP 10
Halcyon Offshore Asset Management Llc 10
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 10
AQWA - Global X Funds - Global X Clean Water ETF 10
Rubric Capital Management LP 10
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 10
Wisconsin Capital Management Llc 10
Van Den Berg Management I, Inc 10
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 10
Abbrea Capital, LLC 10
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 10
COMMERCE FUNDS - The MidCap Value Fund Shares 10
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 10
Means Investment Co., Inc. 10
Addenda Capital Inc. 10
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional 10
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF 10
Newfoundland Capital Management 10
Quadrature Capital LLP 10
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 10
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 10
Drake & Associates, LLC 10
Armistice Capital, Llc 10
GDS Wealth Management 10
Atlantic Private Wealth, LLC 10
Swift Run Capital Management, LLC 10
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 10
Van Leeuwen & Company, LLC 10
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 10
Nuveen Equity Premium Opportunity Fund 10
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 10
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 10
Greenfield Savings Bank 10
Hoertkorn Richard Charles 10
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 10
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 10
Aware Super Pty Ltd as trustee of Aware Super 10
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 10
Rithm Capital Corp. 10
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 10
Beacon Investment Advisors Llc 10
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 9
Cubic Asset Management, LLC 9
Harmony Asset Management Llc 9
Biondo Investment Advisors, LLC 9
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 9
Sanibel Captiva Investment Advisers, Inc. 9
Ariel Investments, Llc 9
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 9
Huntington Steele LLC 9
Sierra Summit Advisors Llc 9
Discovery Capital Management, Llc / Ct 9
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 9
Merit Investment Management, LLC 9
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 9
Inverness Investment Group, LLC 9
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 9
Allen Mooney & Barnes Investment Advisors LLC 9
Runnymede Capital Advisors, Inc. 9
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 9
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 9
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 9
Titleist Asset Management, Ltd. 9
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 9
Partnership Wealth Management, LLC 9
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 9
Global Macro Portfolio - Global Macro Portfolio 9
VBCVX - VALIC Co I - Systematic Value Fund 9
TT International Asset Management LTD 9
Government Cash Management Portfolio 9
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 9
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 9
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 9
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 9
Ruffer LLP 9
Cash Reserve Fund Inc 9
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 9
Sax Wealth Advisors, Llc 9
PENN SERIES FUNDS INC - Smid Cap Value Fund 9
IBDK - iSHARES TRUST - iShares iBonds Dec 2019 Term Corporate ETF 9
Curated Wealth Partners LLC 9
NTHEX - Northeast Investors Trust - Northeast Investors Trust 9
Eidelman Virant Capital 9
Nuveen High Income December 2019 Target Term Fund 9
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 9
TVR Capital Management LP 9
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 9
Samlyn Capital, Llc 9
Peachtree Investment Partners, LLC 9
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 9
American Fidelity Dual Strategy Fund Inc 9
Gibson Wealth Advisors LLC 9
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 9
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 9
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 9
Argonautica Private Wealth Management, Inc 9
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 9
First Trust High Yield Opportunities 2027 Term Fund 9
Am Investment Strategies Llc 9
Federated Premier Municipal Income Fund 9
Acuity Investment Management Inc 9
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 9
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 9
Blackrock Ecosolutions Investment Trust 9
Xcel Wealth Management, LLC 9
Inspire Trust Co, N.a. 9
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 9
Cowen Investment Management LLC 9
Matrix Asset Advisors Inc/ny 9
Russell Clark Investment Management Ltd 9
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 9
Special Opportunities Fund, Inc. 9
Eisler Capital (US) LLC 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
Stevard, LLC 9
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 9
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 9
Amplify ETF Trust - Amplify Cleaner Living ETF 9
Constellation Wealth Advisors, LLC 9
Farmer Steven Patrick 9
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 9
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 9
Corps Capital Advisors, LLC 9
Cyrus Capital Partners, L.p. 9
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 9
Capital One Financial Corp 9
Oppenheimer Rising Dividends Fund 9
Oak Ridge Investments Llc 9
Brophy Wealth Management, LLC 9
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 9
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 9
Centric Wealth Management 9
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 9
Thematics Asset Management 9
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 9
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 9
Three Seasons Wealth, LLC 9
Tetrad Corp 9
Claris Financial LLC 9
Ashford Capital Management Inc 9
Troluce Capital Advisors LLC 9
EverPoint Asset Management, LLC 9
Meketa Capital, LLC 9
New World Advisors LLC 9
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 9
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 9
Sunnymeath Asset Management, Inc. 9
Ranger International Management, LP 9
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 9
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 9
Estate Counselors, LLC 9
Noked Israel Ltd 9
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 9
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 9
Energy Opportunities Capital Management, LLC 9
Investment Counselors Of Maryland Llc 9
Susquehanna Advisors Group, Inc. 9
Pandora Wealth, Inc. 9
Financial Network Wealth Management LLC 9
Western Asset Variable Rate Strategic Fund Inc. 9
Sound Shore Management Inc /ct/ 9
Alternative Strategies Fund 9
Johnson & White Wealth Management, LLC 9
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 9
Legacy Financial Strategies, LLC 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 9
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 9
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 9
DiMeo Schneider & Associates, L.L.C. 9
TUSI - Touchstone ETF Trust - Touchstone Ultra Short Income ETF 9
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 9
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 9
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 9
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 9
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 9
JBF Capital, Inc. 9
Susquehanna International Group Ltd. 9
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 9
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 9
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 9
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 9
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 9
Deutsche High Income Trust 9
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 9
Access Investment Management LLC 9
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 9
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 9
Lighthouse Financial Advisors, Inc. 9
Alley Co LLC 9
Wiser Advisor Group LLC 9
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 9
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 9
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 9
Kennedy Investment Group 9
Sage Investment Counsel LLC 9
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF 9
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 9
Integrated Core Strategies (us) Llc 9
Nadler Financial Group, Inc. 9
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 9
Lombardia Capital Partners Llc 9
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 9
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 9
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 9
TOWER TRUST & INVESTMENT Co 9
Orinda Asset Management LLC 9
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 9
Pines Wealth Management, LLC 9
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 9
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 9
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 9
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 9
Mitsubishi UFJ Asset Management (UK) Ltd. 9
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 9
Terril Brothers, Inc. 9
WEHIX - WEITZ FUNDS - Hickory Fund 9
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 9
Redmont Wealth Advisors Llc 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 9
Morgens Waterfall Vintiadis & Co Inc 9
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 9
Novem Group 9
Cabot Wealth Management Inc 9
Alhambra Investment Partners LLC 9
Hancock Whitney Investment Services Inc. 9
Orbitronix, LP 9
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 9
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 9
Strait & Sound Wealth Management LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 9
Parr Mcknight Wealth Management Group, Llc 9
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 9
Accent Capital Management, LLC 9
O'Brien Wealth Partners LLC 9
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 9
Johnson Bixby & Associates, LLC 9
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 9
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 9
New Capital Management LP 9
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 9
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 9
Efficient Market Advisors, LLC 9
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 9
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 9
Gould Capital, LLC 9
Challenger Wealth Management 9
Blackrock Municipal 2020 Term Trust 9
Marathon Capital Management 9
Spartan Planning & Wealth Management 9
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 9
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 9
Connecticut Wealth Management, LLC 9
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 9
CBOE Vest Financial, LLC 9
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 9
Dinsmore Capital Management Co/nj 9
Highview Capital Management LLC/DE/ 9
Horizons Wealth Management 9
Pvg Asset Management Corp 9
Armor Investment Advisors, LLC 9
NewGen Asset Management Ltd 9
Cove Street Capital, LLC 9
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 9
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 9
Tourbillon Capital Partners, L.P. 9
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 9
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 9
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 9
Scott & Selber, Inc. 9
GURU - Global X Funds - Global X Guru Index ETF 9
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 9
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 9
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 9
Powers Advisory Group, LLC 9
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 9
Thirdline Real Estate Income Fund 9
Paladin Advisory Group, LLC 9
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 9
Close Asset Management Ltd 9
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 9
M. Kraus & Co 9
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 9
Sanctuary Wealth Management, L.L.C. 9
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 9
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 9
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 9
Glaxis Capital Management, LLC 9
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 9
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 9
Atherton Lane Advisers, Llc 9
Winton Series Trust 9
Lawson Kroeker Investment Management Inc/ne 9
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 9
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 9
PYA Waltman Capital, LLC 9
Henssler Funds Inc 9
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 9
Keeler THomas Management LLC 9
LNGG - Listed Funds Trust - Roundhill Alerian LNG ETF 9
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 9
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 9
Blackrock Cori Funds 9
SIG North Trading, ULC 9
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 9
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 9
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 9
Aspetuck Financial Management LLC 9
Bpv Family Of Funds 9
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 9
Ripple Effect Asset Management LP 9
FPOGX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2020 Fund Class R6 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 9
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 9
Greatmark Investment Partners, Inc. 9
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 9
Sterling Capital Variable Insurance Funds 9
Legend Financial Advisors, Inc. 9
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 9
Third Security, LLC 9
Gray Wealth Management Inc. 9
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 9
Epstein & White Financial LLC 9
Board of Trustees of The Leland Stanford Junior University 9
Saxon Interests, Inc. 9
Nuveen Quality Preferred Income Fund 3 9
Oceanic Investment Management LTD 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 9
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 9
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 9
Rainier Investment Management Mutual Funds 9
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 9
Invesco Quality Municipal Income Trust 9
OnyxPoint Global Management LP 9
Loeb Offshore Management LP 9
Invesco Municipal Trust 9
Stillwater Capital Advisors, LLC 9
Bouchey Financial Group Ltd 9
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 9
Cloud Capital Management, LLC 9
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 9
Steamboat Capital Partners, LLC 9
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 9
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 9
Presima Inc. 9
Flynn Zito Capital Management, Llc 9
Aberdeen Global Select Opportunities Fund Inc. 9
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 9
Pettinga Financial Advisors, LLC 9
Blue Barn Wealth, LLC 9
Armstrong, Fleming & Moore, Inc 9
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 9
Virtus Insight Trust 9
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 9
Eq Wealth Advisors, Llc 9
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 9
Robinson Value Management, Ltd. 9
Portland Investment Counsel Inc. 9
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 9
Bingham Osborn & Scarborough Llc 9
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 9
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 9
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 9
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 9
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 9
Invesco Pennsylvania Value Municipal Income Trust 9
Invesco Advantage Municipal Income Trust Ii 9
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 9
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 9
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 9
Barnes Pettey Financial Advisors, Llc 9
Beacon Financial Advisory LLC 9
Peak Financial Advisors Llc 9
PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A 9
EWJ - iShares, Inc. - iShares MSCI Japan ETF 9
Cooperatieve Rabobank U.A. 9
Matrix Trust Co 9
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 9
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 9
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 9
Nichols & Pratt Advisers Llp /ma 9
IYVAX - IVY FUNDS - Ivy Value Fund Class A 9
BCS Private Wealth Management, Inc. 9
Payden & Rygel Investment Group 9
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 9
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 9
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 9
ETNYX - EATON VANCE MUNICIPALS TRUST - Eaton Vance New York Municipal Income Fund Class A 9
Maplelane Capital, Llc 9
Nuveen Amt-free Municipal Credit Income Fund 9
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 9
Glenview Capital Management, Llc 9
Suvretta Capital Management, Llc 9
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 9
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 9
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 9
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 9
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 9
Simplify Exchange Traded Funds - Simplify Kayne Anderson Energy and Infrastructure Credit ETF 9
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 9
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 9
First Wilshire Securities Management Inc 9
Boussard & Gavaudan Investment Management LLP 9
Clare Market Investments LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 9
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 9
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 9
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 9
Bank Of Edwardsville 9
Anderson Hoagland & Co 9
Wendell David Associates Inc 9
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 9
Rainier Investment Management Llc 9
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 9
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 9
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 9
MKP Capital Management, L.L.C. 9
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 9
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 9
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 9
IPG Investment Advisors LLC 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 9
Vanguard Capital Wealth Advisors 9
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 9
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 9
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 9
Oak Asset Management, LLC 9
Fenimore Asset Management Inc 9
Bloom Tree Partners, Llc 9
Girard Securities, Inc. 9
Difesa Capital Management, Lp 9
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 9
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 9
Inspirion Wealth Advisors, Llc 9
Finward Bancorp 9
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 9
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 9
Christopher J. Hasenberg, Inc 9
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 9
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 9
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 9
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 9
Impact Capital Partners LLC 9
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 9
Eaton Vance Tax-managed Global Diversified Equity Income Fund 9
Garrett Investment Advisors LLC 9
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 9
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 9
Danda Trouve Investment Management, Inc. 9
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 9
Waddell & Associates, Llc 9
CarVal Investors, LP 9
Davidson Kempner Capital Management LLC 9
Credit Suisse Asset Management Income Fund Inc 9
Addis & Hill, Inc 9
Somerville Kurt F 9
Letko, Brosseau & Associates Inc 9
FPNTX - NUVEEN MULTISTATE TRUST I - Nuveen Pennsylvania Municipal Bond Fund - Class A 9
First Houston Capital, Inc. 9
Titus Wealth Management 9
D.B. Root & Company, LLC 9
Cadinha & Co Llc 9
S.E.E.D. Planning Group LLC 9
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 9
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 9
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 9
Compass Ion Advisors, LLC 9
Baltimore-Washington Financial Advisors Inc. 9
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 9
Windward Capital Management Co /ca 9
Oppenheimer Ultra-short Duration Fund 9
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 9
Central Asset Investments & Management Holdings (HK) Ltd 9
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF 9
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 9
Harbor Asset Planning, Inc. 9
Granite Group Advisors, LLC 9
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 9
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 9
Berkshire Bank 9
Ellenbecker Investment Group 9
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 9
Columbia Funds Variable Series Trust II - CTIVP - BlackRock Global Inflation-Protected Securities Fund Class 3 9
Generali Investments, Management Co LLC 9
ACK Asset Management LLC 9
Compton Capital Management Inc /ri 9
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 9
Wealth Advisory Solutions, LLC 9
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 9
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 9
Oaktree Funds 9
BBH Trust - BBH Partner Fund - Select Short Term Assets 9
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 9
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 9
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 9
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 9
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 9
Sarasin & Partners LLP 9
Miller Value Partners, Llc 9
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 9
Equity Investment Corp 9
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 9
Bright Futures Wealth Management, LLC. 9
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class 9
Onyx Bridge Wealth Group LLC 9
Signature Wealth Management Partners, LLC 9
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 9
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 9
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 9
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 9
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 9
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 9
Alta Capital Management Llc/ 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 9
Tower Wealth Partners, Inc. 9
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 9
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 9
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 9
Prosperity Financial Group, Inc. 9
Confluence Wealth Management LLC 9
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 9
Alpine Associates Advisors 9
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 9
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 9
Auxano Advisors, LLC 8
Atlas Brown,Inc. 8
Accuvest Global Advisors 8
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 8
Gibraltar Capital Management, Inc. 8
KKR Credit Opportunities Portfolio 8
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 8
NSI Retail Advisors, LLC 8
Covalis (Gibraltar) Ltd 8
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 8
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 8
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 8
New Century Investment Management, Inc 8
Charles Schwab Investment Advisory, Inc. 8
Platte River Capital LLC 8
1492 Capital Management LLC 8
Old West Investment Management, LLC 8
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 8
Green Alpha Advisors, LLC 8
All Season Financial Advisors, Inc. 8
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 8
Eagle Capital Management, LLC 8
Kinloch Capital, LLC 8
Kidder Stephen W 8
TruWealth Advisors, LLC 8
Rexford Capital Inc 8
Gyrus Investment Management Inc. 8
Fairfax Financial Holdings Ltd/ Can 8
Sterling Manor Financial, LLC 8
Morris Retirement Advisors, LLC 8
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 8
Deane Retirement Strategies, Inc. 8
Biltmore Wealth Management, LLC 8
Fermata Advisors, LLC 8
Fagan Associates, Inc. 8
Greenhouse Wealth Management, LLC 8
O'Neil Global Advisors, Inc. 8
Annandale Capital, LLC 8
Bradley & Co. Private Wealth Management, LLC 8
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 8
Midwest Wealth Management Inc. 8
Accretive Wealth Partners, LLC 8
Tableaux Llc 8
Moreno Evelyn V 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
Polar Capital Holdings Plc 8
Regents Of The University Of California 8
Greystone Managed Investments Inc. 8
SA FUNDS INVESTMENT TRUST - SA International Value Fund 8
Willis Johnson & Associates, Inc. 8
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 8
HN Saltoro Capital, LP 8
Diversified Portfolios, Inc. 8
Rollins Financial 8
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 8
Private Harbour Investment Management & Counsel, LLC 8
Autus Asset Management, LLC 8
Firethorn Wealth Partners, Llc 8
Vantage Investment Partners, LLC 8
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 8
Patron Partners Advisors, Llc 8
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 8
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 8
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 8
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 8
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 8
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 8
NHYMX - Northern Funds - Northern High Yield Municipal Fund 8
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 8
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 8
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 8
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 8
Total Wealth Planning & Management, Inc. 8
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 8
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 8
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 8
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 8
EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 8
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 8
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 8
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 8
Texas Bank & Trust Co 8
Corigliano Investment Advisers, LLC 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 8
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 8
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 8
Leigh Baldwin & Co., Llc 8
Brooklands Fund Management Ltd 8
Gunderson Capital Management Inc. 8
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 8
FLBR - Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 8
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 8
Blue Square Asset Management, Llc 8
WT Wealth Management 8
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund 8
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 8
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 8
Certior Financial Group, Llc 8
Principled Equity Market Fund 8
BIT Capital GmbH 8
PKS Advisory Services, LLC 8
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 8
Delta Financial Advisors Llc 8
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 8
Managed High Yield Plus Fund Inc 8
Rivernorth Capital Management, Llc 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 8
Promus Capital, LLC 8
Destra Investment Trust Ii 8
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 8
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 8
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 8
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 8
Putnam High Yield Trust 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 8
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 8
Avantra Family Wealth, Inc. 8
Zhang Financial LLC 8
Ccg Wealth Management, Llc 8
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 8
Genesis Private Wealth, Llc 8
Kera Capital Partners, Inc. 8
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 8
Kieckhefer Group Llc 8
DSC Advisors, L.P. 8
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 8
Arcadia Investment Advisors Llc 8
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 8
Copley Financial Group, Inc. 8
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 8
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 8
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 8
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 8
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 8
LIVR - EA Series Trust - Intelligent Livermore ETF 8
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 8
Promethium Advisors,llc 8
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 8
Mindset Wealth Management, Llc 8
Miramar Capital, LLC 8
Blake Schutter Theil Wealth Advisors, LLC 8
Planning Solutions Group Llc 8
Nicholson Wealth Management Group, LLC 8
Axecap Investments, LLC 8
Tcfg Wealth Management, Llc 8
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 8
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 8
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 8
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 8
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 8
Menora Mivtachim Holdings Ltd. 8
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 8
Europacific Growth Fund 8
Mkd Wealth Coaches, Llc 8
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 8
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 8
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 8
Portfolio Strategies, Inc. 8
Steigerwald, Gordon & Koch Inc. 8
Silver Point Capital L.P. 8
Falcon Edge Capital, LP 8
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 8
Locust Wood Capital Advisers, Llc 8
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 8
Aj Wealth Strategies, Llc 8
Cynosure Advisors, Llc 8
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 8
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 8
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 8
Knighthead Capital Management, LLC 8
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 8
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 8
Hartford Funds Management Co LLC 8
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 8
Winthrop Advisory Group LLC 8
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 8
Wealth Group, Ltd. 8
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 8
Ofi Steelpath Series Trust 8
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF 8
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF 8
Rheos Capital Works Inc. 8
USAdvisors Wealth Management, LLC 8
Accordant Advisory Group Inc 8
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 8
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 8
Stony Point Wealth Management Inc. 8
AA Financial Advisors, LLC 8
Secrest Blakey & Associates, LLC 8
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 8
Davis Selected Advisers 8
Financial Partners Group, Inc 8
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 8
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 8
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 8
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 8
RiverGlades Family Offices LLC 8
Melqart Asset Management (uk) Ltd 8
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 8
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 8
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 8
Congress Park Capital LLC 8
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 8
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 8
Proathlete Wealth Management Llc 8
Stansberry Asset Management, Llc 8
Maseco Llp 8
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 8
Vima Llc 8
Lummis Asset Management, LP 8
Columbia Etf Trust 8
Canopy Partners, LLC 8
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 8
Dynamic Wealth Strategies, LLC 8
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 8
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 8
Apollon Financial, LLC 8
Gold Investment Management Ltd. 8
Harris Associates L P 8
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 8
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 8
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 8
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 8
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 8
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 8
Gw Capital Inc 8
Hara Capital LLC 8
Western Asset Middle Market Income Fund Inc. 8
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 8
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 8
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 8
Deutsche Global High Income Fund, Inc. 8
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 8
Blackrock Muni Intermediate Duration Fund, Inc. 8
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 8
Oppenheimer Main Street Small Cap Fund 8
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 8
Keener Financial Planning LLC 8
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 8
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 8
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 8
Edgar Lomax Co/va 8
Stone Ridge Trust Iii 8
Capital Management Associates, Inc 8
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 8
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 8
Halsey Associates Inc/ct 8
Lewis Asset Management, LLC 8
Sentinel Variable Products Trust 8
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 8
Ar Asset Management Inc 8
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 8
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 8
Moss Adams Wealth Advisors LLC 8
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 8
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 8
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 8
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 8
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 8
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 8
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 8
ZSC - USCF ETF Trust - USCF Sustainable Commodity Strategy Fund 8
Capital Group KKR Core Plus (plus) 8
Syntax Research, Inc. 8
Strategic Advocates LLC 8
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 8
Boston Research & Management Inc 8
Bedel Financial Consulting Inc 8
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 8
Lazard World Dividend & Income Fund, Inc. 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 8
ETPAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Pennsylvania Municipal Income Fund Class A 8
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 8
Financial Advisory Partners, Llc 8
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 8
FZBAX - FRANKLIN STRATEGIC SERIES - Franklin Flexible Alpha Bond Fund Advisor Class 8
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 8
Brighthouse Funds Trust II - MFS Value Portfolio Class A 8
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 8
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 8
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 8
India Fund Inc 8
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 8
Muhlenkamp & Co Inc 8
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 8
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 8
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 8
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 8
Wilkins Investment Counsel Inc 8
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 8
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 8
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 8
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 8
Ironbridge Funds, Inc. 8
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 8
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 8
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 8
Nuveen Credit Opportunities 2022 Target Term Fund 8
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 8
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 8
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 8
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF 8
PENN SERIES FUNDS INC - Large Core Value Fund 8
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 8
Baxter Bros Inc 8
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 8
Blackrock Muniyield Michigan Quality Fund, Inc. 8
Grisanti Capital Management LLC 8
Money Market Obligations Trust 8
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 8
Seminole Management Co., Inc. 8
BIP Wealth, LLC 8
Allianzgi Convertible & Income 2024 Target Term Fund 8
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 8
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 8
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 8
Roof Eidam & Maycock/adv 8
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 8
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 8
Mitchell Capital Management Co 8
Alamea Verwaltungs GmbH 8
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 8
Oppenheimer Main Street Funds 8
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 8
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 8
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 8
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 8
Anchorage Capital Group, L.L.C. 8
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 8
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 8
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 8
Cito Capital Group, LLC 8
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 8
Cahaba Wealth Management, Inc. 8
Pictet & Cie (Europe) SA 8
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF 8
Abbot Financial Management, Inc. 8
CXI Advisors 8
Geneva Partners, LLC 8
Per Stirling Capital Management, LLC. 8
OneAscent Investment Solutions LLC 8
Dover Advisors, Llc 8
Hall Capital Management Co Inc 8
Mcintyre Freedman & Flynn Investment Advisers Inc 8
Delek Group, Ltd. 8
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 8
Brian Low Financial Group, Llc 8
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 8
Lincoln Capital Corp 8
Longbow Finance SA 8
Access Financial Services, Inc. 8
FIBPX - Federated Managed Pool Series - Federated International Bond Strategy Portfolio 8
Cercano Management LLC 8
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares 8
Syntegra Private Wealth Group, LLC 8
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 8
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 8
Ullmann Financial Group, Inc. 8
Bristol Advisors, LLC 8
HF Advisory Group, LLC 8
LeJeune Puetz Investment Counsel LLC 8
Lyell Wealth Management, Lp 8
Nordwand Advisors, LLC 8
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 8
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 8
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 8
Catalyst Wealth Management, LLC 8
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 8
Evelyn Partners Investment Management Services Ltd 8
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 8
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 8
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 8
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 8
S. R. Schill & Associates 8
Harbert Fund Advisors, Inc. 8
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 8
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 8
Benchmark Capital Advisors 8
Kim, Llc 8
Raging Capital Management, LLC 8
Transatlantique Private Wealth Llc 8
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 8
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 8
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 8
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 8
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 8
Gca Investment Management, Llc 8
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 8
OPACX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Pennsylvania Municipal Fund Class C 8
Lorem Ipsum Management, LLC 8
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 8
DBLGX - DoubleLine Funds Trust - DoubleLine Global Bond Fund Class I 8
Retirement Guys Formula Llc 8
Pavion Blue Capital, LLC 8
Spreng Capital Management, Inc. 8
Eos Management, L.P. 8
Continental Investors Services, Inc. 8
Finer Wealth Management, Inc. 8
Asset Management Corp /il/ /adv 8
Global Thematic Partners, LLC 8
Epiq Partners, Llc 8
MGGAX - Natixis Funds Trust I - Mirova Global Green Bond Fund Class A 8
Hummer Financial Advisory Services Inc 8
Maple Rock Capital Partners Inc. 8
Powell Investment Advisors, LLC 8
Hutchens & Kramer Investment Management Group, LLC 8
Bridgewealth Advisory Group, LLC 8
Hokanson Associates, Inc. 8
Mizuho Markets Cayman LP 8
Moser Wealth Advisors, LLC 8
Lockerman Financial Group, Inc. 8
JSF Financial, LLC 8
Harrell Investment Partners, Llc 8
Foresight Capital Management Advisors, Inc. 8
Sculati Wealth Management, LLC 8
Game Plan Financial Advisors, LLC 8
BEAM Asset Management, LLC 8
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 8
Artemis Wealth Advisors, LLC 8
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 8
Orbis Allan Gray Ltd 8
Weybosset Research & Management Llc 8
Emerald Mutual Fund Advisers Trust 8
Polar Capital LLP 8
CA Family Wealth, LLC 8
Peoples Bank /oh 8
Waterstone Capital Management, L.P. 8
Motley Fool Wealth Management, LLC 8
Westshore Wealth, LLC 8
Key Client Fiduciary Advisors, LLC 8
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 8
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 8
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 8
Aspen Investment Management Inc 8
Options Solutions, Llc 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
Concorde Financial Corp 8
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 8
Richwood Investment Advisors, LLC 8
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 8
Spouting Rock Asset Management, LLC 8
Perry Corp 8
Argentiere Capital Ag 8
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 8
Financial Consulate, Inc 8
Spectrum Asset Management, Inc. (NB/CA) 8
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 8
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 8
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 8
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 8
Alta Fundamental Advisers LLC 8
New Vernon Investment Management Llc 8
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 8
Richard P Slaughter Associates Inc 8
Win Advisors, Inc 8
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 8
Murphy Pohlad Asset Management LLC 8
Marion Wealth Management 8
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 8
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 8
Eagle Strategies LLC 8
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 8
Sona Asset Management (us) Llc 8
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 8
Wallington Asset Management, LLC 8
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 8
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 8
DoubleLine Yield Opportunities Fund 8
SBB Research Group LLC 8
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 8
Elefante Michael B 8
Summit Global Management, Inc. 8
Primoris Wealth Advisors, Llc 8
Shanda Payment Holdings Ltd. 8
Strategic Financial Services, Inc, 8
Fiduciary Management Associates Llc 8
Sandy Cove Advisors, LLC 8
Arlington Capital Management, Inc. 8
Revolve Wealth Partners, LLC 8
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 8
Zimmermann Investment Management & Planning Llc 8
Ahl Investment Management, Inc. 8
Naviter Wealth, LLC 8
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 8
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 8
Keene & Associates, Inc. 8
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 8
Arrow Investments Trust - Arrow Dogs of the World ETF 8
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 8
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 8
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 8
Crawford Fund Management, LLC 8
David R. Rahn & Associates Inc. 8
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 8
Edmond De Rothschild Asset Management (luxembourg) 8
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 8
Landmark Wealth Management, LLC 8
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 8
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 8
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 8
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 8
Virginia Wealth Management Group, Inc. 8
EVNT - AltShares Trust - AltShares Event-Driven ETF 8
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 8
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 8
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares 8
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 8
West Coast Financial LLC 8
Intelligence Driven Advisers, LLC 8
Grant Street Asset Management, Inc. 8
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 8
Johanson Financial Advisors, Inc. 8
Chemung Canal Trust Co 8
Tygh Capital Management, Inc. 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 8
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 8
Mark Morris Et Al 8
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 8
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 8
King Investment Advisors Inc/tx 8
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 7
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 7
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 7
SG Capital Management LLC 7
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 7
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 7
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 7
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 7
Edge Financial Advisors LLC 7
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 7
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 7
Ceros Financial Services Inc. 7
Bingham Private Wealth, Llc 7
Nikulski Financial, Inc. 7
Gruss & Co., LLC 7
Locust Wood Capital Advisers, LLC 7
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 7
Walkner Condon Financial Advisors LLC 7
Santa Barbara Asset Management, Llc 7
Eaton Vance Enhanced Equity Income Fund 7
Private Capital Management Llc 7
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 7
Gallacher Capital Management LLC 7
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 7
Central Valley Advisors, Llc 7
HRS Investment Holdings, LLC 7
Slate Path Capital LP 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 7
Beacon Harbor Wealth Advisors, Inc. 7
Deutsche Strategic Municipal Income Trust 7
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 7
ANTIPODES PARTNERS Ltd 7
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 7
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 7
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 7
Davidson Trust Co 7
Team Financial Group, LLC 7
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 7
Hutner Capital Management Inc 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 7
Comprehensive Financial Planning, Inc./PA 7
Sovran Advisors, LLC 7
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 7
Fidelity Colchester Street Trust 7
Ibex Investors LLC 7
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 7
AMCPX - AMCAP FUND - AMCAP FUND Class A 7
Puff Wealth Management, Llc 7
Rothschild & Co Wealth Management UK Ltd 7
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 7
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 7
Harbour Investment Management Llc 7
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 7
CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares 7
Highland Private Wealth Management 7
Sentinus, LLC 7
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Aggressive Portfolio 7
EWC - iShares, Inc. - iShares MSCI Canada ETF 7
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 7
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 7
Horizon Funds - HORIZON EXPEDITION PLUS ETF 7
DHNAX - DIAMOND HILL FUNDS - Diamond Hill Core Plus Bond Fund Investor 7
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 7
JTC Employer Solutions Trusteee Ltd 7
Vanguard Morgan Growth Fund 7
GMICX - GMO TRUST - GMO International Equity Fund Class II 7
Noble Wealth Management PBC 7
Aristotle Capital Boston, LLC 7
Investment Partners Asset Management, Inc. 7
Wells Trecaso Financial Group, LLC 7
Berry Group, Llc 7
New Republic Capital, LLC 7
Hickory Point Bank & Trust 7
Permanent Capital Management, LP 7
TRFM - ETF Series Solutions - AAM Transformers ETF 7
Bankers Trust Co 7
Jacobs & Co/ca 7
Pullen Investment Management, LLC 7
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 7
Argentarii, LLC 7
Wilson, Kemp & Associates, Inc. 7
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 7
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 7
Inr Advisory Services Llc 7
Vigilare Wealth Management 7
Charles Schwab Family Of Funds 7
Riverbend Wealth Management, LLC 7
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 7
TPG Group Holdings (SBS) Advisors, Inc. 7
Bender Robert & Associates 7
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 7
Cs Mckee Lp 7
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 7
Coho Partners, Ltd. 7
Live Oak Private Wealth LLC 7
Essex Private Wealth Management, LLC 7
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 7
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 7
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 7
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 7
Lountzis Asset Management, Llc 7
FrontFour Capital Group LLC 7
Wright Managed Equity Trust 7
London Co Of Virginia 7
Ninety One SA (PTY) Ltd 7
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 7
Whitebox Mutual Funds 7
Capital Counsel Llc/ny 7
Morey & Quinn Wealth Partners, LLC 7
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 7
Thornburg Income Builder Opportunities Trust 7
Anthracite Investment Company, Inc. 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 7
Morton Capital Management LLC/CA 7
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 7
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 7
Permit Capital, LLC 7
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 7
Cannell Capital Llc 7
Panning Capital Management, LP 7
Athena Investment Management 7
Silver Rock Financial LP 7
Rockwood Wealth Management, LLC 7
Mason Capital Fund Trust - Fundamentals First ETF 7
MFPAX - MFS MUNICIPAL SERIES TRUST - MFS Pennsylvania Municipal Bond Fund A 7
Uniting Wealth Partners, LLC 7
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 7
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund 7
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares 7
FBZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Brazil AlphaDEX Fund 7
Myriad Asset Management Ltd. 7
Loeb King Trust 7
American Independence Financial Services LLC 7
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 7
Corbett Road Capital Management, Llc 7
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 7
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 7
FLDKX - FIRST INVESTORS INCOME FUNDS - First Investors Limited Duration Bond Fund Class A 7
Financial Security Advisor, Inc. 7
3G Capital Partners LP 7
BCS Wealth Management 7
Myriad Asset Management US LP 7
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 7
Range Financial Group LLC 7
Aperture Investors, LLC 7
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 7
Emerging Global Advisors, LLC 7
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 7
Cornerstone Financial Partners, LLC 7
Md Sass Investors Services Inc 7
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 7
Friess Associates Llc 7
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 7
Carleon Capital Partners LLC 7
RiverPark Advisors, LLC 7
NS Partners Ltd 7
Zweig Advisers Llc 7
Capital Impact Advisors, LLC 7
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 7
Sutton Place Investors Llc 7
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 7
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 7
Burling Wealth Partners, Llc 7
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 7
Select Equity Group, L.P. 7
PIMCO Access Income Fund 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 7
Smart Portfolios, LLC 7
TAM Capital Management Inc. 7
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 7
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 7
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 7
Southport Management, L.l.c. 7
JRM Investment Counsel, LLC 7
Reliant Investment Management, LLC 7
1248 Management, LLC 7
CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF 7
Castlekeep Investment Advisors Llc 7
Luminist Capital LLC 7
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 7
Gator Capital Management, LLC 7
STXT - EA Series Trust - Strive Total Return Bond ETF 7
Sone Capital Management, LLC 7
Chronos Wealth Management, LLC 7
Snow Capital Management Lp 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 7
SCHY - SCHWAB STRATEGIC TRUST - Schwab International Dividend Equity ETF 7
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 7
Gillespie Robinson & Grimm Inc 7
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 7
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 7
Howard Capital Management 7
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 7
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 7
Hamlin Capital Management, LLC 7
CBSE - Elevation Series Trust - Clough Select Equity ETF 7
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7
Eaton Vance Risk-managed Diversified Equity Income Fund 7
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 7
Westchester Capital Management, Inc. 7
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 7
Lynwood Capital Management Inc. 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 7
Oppenheimer Main Street Mid Cap Fund 7
Traphagen Investment Advisors Llc 7
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 7
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 7
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 7
Martin Capital Partners, LLC 7
American Century Investment Management Inc 7
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 7
Mitchell Group Inc 7
Arrow Investments Trust - Arrow DWA Country Rotation ETF 7
Mosley Wealth Management 7
Candelo Capital Management LP 7
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 7
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Fore Research & Management, LP 7
Long Run Wealth Advisors, LLC 7
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 7
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 7
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 7
WealthTrust Asset Management, LLC 7
Smith Anglin Financial, LLC 7
Weaver Capital Management LLC 7
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 7
Forester Capital Management, LTD 7
Lcnb Corp 7
Scopia Capital Management Lp 7
CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class 7
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 7
Putnam Managed Municipal Income Trust 7
Parametric Risk Advisors LLC 7
Ttp Investments, Inc. 7
Madison Covered Call & Equity Strategy Fund 7
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 7
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 7
Landmark Bank 7
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 7
David J Yvars Group 7
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 7
Tetrem Capital Management Ltd. 7
PTEPX - PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND - PUTNAM PENNSYLVANIA TAX EXEMPT INCOME FUND Class A Shares 7
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 7
Foster Group, Inc. 7
Iams Wealth Management, Llc 7
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 7
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 7
Taylor, Cottrill, Erickson & Associates, Inc. 7
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Ultra-Short Duration Fund Class A 7
CWH Capital Management, Inc. 7
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 7
Trivant Custom Portfolio Group, LLC 7
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 7
Dfa Investment Trust Co - The U.s. Large Cap Value Series 7
EICVX - FundVantage Trust - EIC Value Fund Class A 7
Catalyst Private Wealth, Llc 7
Cross Staff Investments Inc 7
Roystone Capital Management LP 7
Twin Securities, Inc. 7
Wakefield Alternative Series Trust 7
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 7
Connective Portfolio Management, LLC 7
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 7
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 7
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 7
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 7
Palo Duro Investment Partners, Lp 7
Secured Retirement Advisors, Llc 7
Apollo Tactical Income Fund Inc. 7
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 7
Relyea Zuckerberg Hanson LLC 7
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund 7
Sovereign Investment Advisors, LLC 7
Broderick Brian C 7
Bernzott Capital Advisors 7
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 7
Sophrosyne Capital Llc 7
Murchinson Ltd. 7
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 7
Eaton Vance Tax-managed Diversified Equity Income Fund 7
Provident Investment Management, Inc. 7
Nuveen Municipal High Income Opportunity Fund 7
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 7
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 7
Norman Fields, Gottscho Capital Management, LLC 7
Peterson Wealth Management 7
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 7
Western Asset/claymore Inflation-linked Securities & Income Fund 7
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 7
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 7
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 7
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 7
Arkfeld Wealth Strategies, L.L.C. 7
VELA Investment Management, LLC 7
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 7
Privium Fund Management B.V. 7
EnRich Financial Partners LLC 7
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 7
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 7
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 7
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 7
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 7
Bridgewater Wealth & Financial Management, LLC 7
Henry James International Management Inc. 7
INPPX - Collaborative Investment Series Trust - Preferred - Plus Class A 7
NB Crossroads Private Markets Access Fund LLC 7
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 7
Asset Allocation & Management Company, LLC 7
Red Cedar Capital, LLC 7
Sonen Capital LLC 7
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 7
Nuveen Quality Municipal Income Fund 7
Philip James Wealth Mangement, LLC 7
Nixon Peabody Trust Co 7
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 7
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 7
AUERX - Unified Series Trust - Auer Growth Fund 7
Aston Asset Management, LLC 7
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 7
Wilen Investment Management Corp. 7
M. Kulyk & Associates, LLC 7
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 7
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 7
Klaas Financial Asset Advisors, LLC 7
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 7
OMIFX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Ohio Municipal Income Fund Class F Shares 7
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 7
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 7
Nauset Wealth Management. LLC 7
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 7
Loveless Wealth Management LLC 7
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 7
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 7
ILF - iSHARES TRUST - iShares Latin America 40 ETF 7
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 7
Chemistry Wealth Management LLC 7
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 7
Carl Domino Inc 7
Impax Asset Management (AIFM) Ltd 7
Rovida Advisors Inc. 7
American Beacon Apollo Total Return Fund 7
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 7
Palouse Capital Management, Inc. 7
Thomist Capital Management, LP 7
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 7
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 7
Rockline Wealth Management, LLC 7
Brady Family Wealth, Llc 7
Fairfield Financial Advisors, LTD 7
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 7
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 7
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 7
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 7
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 7
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
Kazazian Asset Management, LLC 7
Glenhill Advisors Llc 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 7
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 7
Venor Capital Management LP 7
Meridian Financial, LLC 7
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 7
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 7
MBA Advisors LLC 7
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 7
Northstar Asset Management Llc 7
Columbus Macro, LLC 7
Meridian Financial Partners LLC 7
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 7
Blackrock Muniholdings Fund, Inc. 7
Blackrock Enhanced International Dividend Trust 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 7
GASL - Direxion Shares ETF Trust - Direxion Daily Natural Gas Related Bull 3X Shares 7
Baker Boyer National Bank 7
Valinor Management, Llc 7
Gordian Capital Singapore Pte Ltd 7
Viking Global Investors Lp 7
Capital Markets Trading UK LLP 7
Wulff, Hansen & Co. 7
TCW ETF Trust - TCW High Yield Bond ETF 7
Ariadne Wealth Management, LP 7
Chancellor Financial Group WB LP 7
Hurlow Wealth Management Group, Inc. 7
Blackrock Energy & Resources Trust 7
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 7
Philosophy Capital Management LLC 7
ParenteBeard Wealth Management, LLC 7
Financial Planning & Information Services, Inc. 7
William Allan, Llc 7
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 7
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 7
IIQCX - ICON FUNDS - ICON International Equity Fund Class C 7
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 7
Werba Rubin Papier Wealth Management 7
Proquility Private Wealth Partners, LLC 7
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 7
Fore Capital, LLC 7
ADPV - Series Portfolios Trust - Adaptiv Select ETF 7
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 7
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 7
ACDAX - AMERICAN BEACON FUNDS - American Beacon Acadian Emerging Markets Managed Volatility Fund A Class 7
FKLAX - Franklin Tax Free Trust - Franklin Louisiana Tax-free Income Fund Class A1 7
Smithbridge Asset Management Inc/de 7
Octavia Wealth Advisors, LLC 7
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 7
Puzo Michael J 7
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 7
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 7
WoodTrust Financial Corp 7
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 7
Franklin BSP Private Credit Fund 7
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 7
Marshall & Sullivan Inc /wa/ 7
Garrison Point Advisors, Llc 7
Cohen Investment Advisors LLC 7
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 7
Eudaimonia Advisors Llc 7
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 7
Oslo Asset Management ASA 7
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 7
Fintrust Investment Advisory Services, Llc 7
Intelligent Financial Strategies 7
NWF Advisory Services Inc. 7
Wealthspan Partners, Llc 7
Findlay Park Partners LLP 7
AAFMAA Wealth Management & Trust LLC 7
Advisory Resource Group 7
Privium Fund Management (UK) Ltd 7
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 7
Cascade Investment Group, Inc. 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 7
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 7
Bft Financial Group, Llc 7
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 7
Bow Street, Llc 7
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 7
Acorn Financial Advisory Services Inc /adv 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 7
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 7
Gratia Capital, Llc 7
Blackrock Muniassets Fund, Inc. 7
Whalen Wealth Management Inc. 7
Security Benefit Life Insurance Co /ks/ 7
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 7
Philadelphia International Advisors Lp 7
LVHE - Legg Mason ETF Investment Trust - Legg Mason Emerging Markets Low Volatility High Dividend ETF 7
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 7
Newbrook Capital Advisors LP 7
New Age Alpha Trust - AVDR US LargeCap Leading ETF 7
SailingStone Capital Partners LLC 7
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 7
Peak Capital Management Llc 7
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 7
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 7
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 7
Campion Asset Management LLC 7
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 7
Utah Peaks Capital Inc 7
PKO Investment Management Joint-Stock Co 7
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 7
Western Asset Corporate Loan Fund Inc. 7
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 7
E Fund Management (Hong Kong) Co., Ltd. 7
Noked Capital LTD 7
Capital Insight Partners, Llc 7
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 7
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 7
Matthew Goff Investment Advisor, LLC 7
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 7
Mainstream Capital Management LLC 7
Carnegie Lake Advisors LLC 7
BOS Asset Management, LLC 7
Signet Management Usa, Llc 7
Northstar Financial Companies, Inc. 7
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 7
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 7
Dudley Capital Management, Llc 7
Cim, Llc 7
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 7
Flow State Investments, L.P. 7
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 7
Lorber David A 7
One Fin Capital Management LP 7
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 7
Constitution Capital LLC 7
Randolph Co Inc 7
Wolf Group Capital Advisors 7
MMIFX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Michigan Intermediate Municipal Trust Class A Shares 7
Ritter Daniher Financial Advisory, Llc 7
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 7
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 7
NIXT - EA Series Trust - Research Affiliates Deletions ETF 7
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 7
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 7
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 7
Ab Multi-manager Alternative Fund 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
CMG Global Holdings, LLC 7
Ipsen Advisor Group LLC 7
Ami Asset Management Corp 7
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
Requisite Energy Fund I Lp 7
Rothschild Capital Partners, LLC 7
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 7
Windsor Group LTD 7
ValueAct Holdings, L.P. 7
140 Summer Partners LP 7
Itau USA Asset Management Inc. 7
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF 7
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 7
Cloverfields Capital Group, Lp 7
Davidson Capital Management Inc. 7
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 7
Stolper Co 7
Caliber Wealth Management, LLC / KS 7
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 7
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 7
Anb Bank 7
Archetype Wealth Partners 7
Gruss Capital Management LP 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
Gen IV Investment Opportunities, LLC 7
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 7
Swaine & Leidel Wealth Services, Llc 7
COLUMBIA FUNDS SERIES TRUST I - Columbia Solutions Conservative Portfolio 7
Financial Insights, Inc. 7
Freemont Management S.A. 7
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 7
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 7
Family Legacy Financial Solutions, LLC 7
Empire Life Investments Inc. 7
Beaconlight Capital, Llc 7
Lazard Freres Gestion S.A.S. 7
BlueMar Capital Management, LLC 7
FourWorld Capital Management LLC 7
Trilogy Global Advisors Lp 7
Scott Marsh Financial, LLC 7
Donald Smith & Co., Inc. 7
Meixler Investment Management, Ltd. 7
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 7
Round Rock Advisors, LLC 7
Creegan & Nassoura Financial Group, LLC 7
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 7
American Institute for Advanced Investment Management, LLP 7
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 7
Eagle Wealth Strategies Llc 7
Fondren Management LP 7
Stonebrook Private Inc. 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 7
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 7
Adirondack Funds 7
Alpine Income Trust 7
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 7
Meteora Capital, LLC 7
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 7
Valueworks Llc 7
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 7
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 7
Rezny Wealth Management, Inc. 7
ICICI Prudential Asset Management Co Ltd 7
Jabre Capital Partners S.A. 7
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 7
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 7
Palestra Capital Management LLC 7
Brooktree Capital Management 7
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 7
Chesapeake Capital Corp /il/ 7
Luken Investment Analytics, LLC 7
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 7
Defined Wealth Management, Llc 7
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 7
Davis-rea Ltd. 7
Fiduciary Services Corp/ga 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
Hilltop Park Associates LLC 6
Ascent Wealth Partners, LLC 6
CCSB - Tidal Trust II - Carbon Collective Short Duration Green Bond ETF 6
Amtrust Financial Services, Inc. 6
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 6
Pear Tree Advisors Inc 6
Advance Capital Management, Inc. 6
WHV Investments, Inc. 6
OWSBX - OLD WESTBURY FUNDS INC - Old Westbury Short-Term Bond Fund 6
Vista Capital Partners, Inc. 6
Westmount Partners, LLC 6
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 6
Anchor Pointe Wealth Management, LLC 6
NorthStar Asset Management LLC /NJ/ 6
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 6
Caisse Des Depots Et Consignations 6
Prince Street Capital Management LLC 6
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 6
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 6
Emprise Bank 6
Blackrock Muniyield Quality Fund Iii, Inc. 6
TrueWealth Advisors, LLC 6
Sandbox Financial Partners, LLC 6
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 6
Monte Financial Group, LLC 6
Doubleline Opportunistic Credit Fund 6
Capital Market Strategies LLC 6
ULTRA SERIES FUND - Large Cap Value Fund Class I 6
Ewa, Llc 6
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 6
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
Blackrock Long-term Municipal Advantage Trust 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
NEIRG Wealth Management, LLC 6
Prosperity Wealth Management, Inc. 6
ULTRA SERIES FUND - High Income Fund Class I 6
Nuveen Enhanced Municipal Value Fund 6
Paragon Advisors, LLC 6
City Center Advisors, LLC 6
F&V Capital Management, LLC 6
Schrum Private Wealth Management LLC 6
Cruiser Capital Advisors, Llc 6
North Square Investments Trust - North Square McKee Bond Fund Class I 6
Ranger Investment Management, L.P. 6
Jacobson & Schmitt Advisors, Llc 6
Mount Lucas Management LP 6
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 6
Six Circles Trust - Six Circles Multi-Strategy Fund 6
Pyrrho Capital Management, LP 6
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 6
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 6
Algebris (uk) Ltd 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I 6
IXC - iSHARES TRUST - iShares Global Energy ETF 6
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 6
Wealthstream Advisors, Inc. 6
NCM Capital Management, LLC 6
1858 Wealth Management, Llc 6
Aire Advisors, Llc 6
Aquire Wealth Advisors, LLC 6
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2027 6
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 6
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 6
Silvia Mccoll Wealth Management, Llc 6
Greylin Investment Mangement Inc 6
J.P. Marvel Investment Advisors, LLC 6
O'ROURKE & COMPANY, Inc 6
A3 Alternative Credit Fund 6
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 6
Kings Path Partners LLC 6
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 6
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 6
Lomas Capital Management, LLC 6
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 6
TRH Financial, LLC 6
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 6
Blackrock Muniyield Quality Fund, Inc. 6
Bensler, LLC 6
Plan Investment Fund Inc 6
New Age Alpha Trust - AVDR US LargeCap ESG ETF 6
WEAIX - Teton Westwood Funds - Teton Westwood Intermediate Bond Fund Class A 6
Red Cedar Investment Management, Llc 6
Appaloosa Management Lp 6
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 6
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 6
Oppenheimer Senior Floating Rate Plus Fund 6
Brookside Capital Management Llc 6
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 6
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 6
Legacy Wealth Management, LLC / MS 6
Bracebridge Capital, LLC 6
Ally Financial Inc. 6
CTTLX - Calvert Management Series - Calvert Responsible Municipal Income Fund Class A 6
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 6
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 6
CFVLX - COMMERCE FUNDS - The Value Fund Shares 6
Essex LLC 6
Kapstone Financial Advisors LLC 6
CORDA Investment Management, LLC. 6
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 6
Barton Investment Management 6
Eagle Boston Investment Management Inc 6
Mirae Asset Securities (usa) Inc. 6
Pimco Municipal Income Fund 6
NUMI - Nushares ETF Trust - Nuveen Municipal Income ETF 6
Pegasus Asset Management, Inc. 6
Fairhaven Wealth Management, LLC 6
Northstar Asset Management Inc 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
Evercore Trust Company, N.A. 6
Edgewood Management Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Real Return Portfolio Institutional Class 6
Tandem Capital Management Corp /adv 6
Bickling Financial Services, Inc. 6
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 6
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 6
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 6
Wilkinson Global Asset Management LLC 6
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 6
Nekton Capital Ltd. 6
Contrarian Capital Management, L.l.c. 6
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 6
North Ridge Wealth Advisors, Inc. 6
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 6
ETGAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Georgia Municipal Income Fund Class A 6
Independent Wealth Network Inc. 6
Sage Rhino Capital Llc 6
Asset Planning Services Inc /la/ /adv 6
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 6
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 6
Sicart Associates LLC 6
Foguth Wealth Management, LLC. 6
Jupiter Wealth Management LLC 6
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 6
John W. Brooker & Co., CPAs 6
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 6
DMUAX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon AMT-Free Municipal Bond Fund Class A 6
Canoe Financial LP 6
SeaStone Capital Management, L.P. 6
Ivory Investment Management, Llc 6
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 6
Hoxton Planning & Management, LLC 6
Tt International 6
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 6
Hunting Hill Global Capital, LLC 6
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 6
Tradition Capital Management Llc 6
Endeavor Private Wealth, Inc. 6
Western Financial Corp/CA 6
Comprehensive Money Management Services LLC 6
TRANSAMERICA SERIES TRUST - Transamerica AEGON U.S. Government Securities VP Initial 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 6
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 6
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 6
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 6
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 6
INCIX - James Alpha Funds Trust - James Alpha Hedged High Income Fund Class I 6
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 6
Fire Capital Management LLC 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
Channel Wealth Llc 6
Oberweis Asset Management Inc/ 6
Forefront Analytics, LLC 6
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 6
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 6
Incline Global Management LLC 6
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 6
Pimco California Municipal Income Fund Iii 6
O'Keefe Stevens Advisory, Inc. 6
Verdad Advisers, LP 6
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 6
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 6
Clovis Capital Management Lp 6
Socorro Asset Management LP 6
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 6
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 6
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 6
River Street Advisors LLC 6
Omni Event Management Ltd 6
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 6
Tradition Asset Management Llc 6
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 6
VAMGX - VALIC Co II - Mid Cap Growth Fund 6
Westhampton Capital, LLC 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 6
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 6
Innovis Asset Management Llc 6
Fort Pitt Capital Group Inc 6
Greenlight Capital Inc 6
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 6
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 6
IHSPX - Voya VARIABLE PORTFOLIOS INC - Voya Hang Seng Index Portfolio Class ADV 6
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 6
Kaizen Financial Strategies 6
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 6
American Funds Global High-income Opportunities Fund 6
New Mountain Vantage Advisers, L.l.c. 6
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 6
Keating Investment Counselors Inc 6
Strategic Planning, Inc. 6
Fielder Capital Group LLC 6
Ballast, Inc. 6
PACIFIC SELECT FUND - International Value Portfolio Class I 6
Progressive Investment Management Corp 6
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 6
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 6
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 6
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 6
Fairvoy Private Wealth, LLC 6
Jordan Park Group LLC 6
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 6
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 6
Shaker Investments Llc/oh 6
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 6
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 6
Wealthcare Capital Partners, LLC 6
Helikon Investments Ltd 6
Breed's Hill Capital LLC 6
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 6
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 6
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 6
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 6
Oneamerica Funds Inc 6
Pimco California Municipal Income Fund 6
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 6
Talara Capital Management, LLC 6
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 6
PUREfi Wealth, LLC 6
Canvas Wealth Advisors, LLC 6
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 6
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 6
Summit Financial Strategies, Inc. 6
Rinkey Investments 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 6
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 6
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 6
Advyzon Investment Management, LLC 6
Blackrock Muniyield Quality Fund Ii, Inc. 6
Capital & Planning, Llc 6
Mcdaniel Terry & Co 6
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 6
Yeomans Consulting Group, Inc. 6
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 6
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 6
Reliant Investment Partners, LLC 6
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 6
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 6
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 6
Sippican Capital Advisors 6
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 6
Circle Wealth Management, LLC 6
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 6
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
NTFAX - Aberdeen Funds - Aberdeen Intermediate Municipal Income Fund (formerly Aberdeen Tax-Free Income Fund) Class A 6
Patrick Mauro Investment Advisor, INC. 6
Atika Capital Management LLC 6
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 6
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 6
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 6
Wharton Business Group, LLC 6
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 6
P-Solve Investments Ltd 6
Lifestyle Asset Management, Inc. 6
Capasso Planning Partners LLC 6
Oppenheimer Master Loan Fund, Llc 6
Midwest Financial Group LLC 6
NOTEX - Northern Funds - Northern Tax-exempt Fund 6
Monaco Asset Management SAM 6
Badgley Phelps & Bell Inc 6
Dumont & Blake Investment Advisors Llc 6
Oribel Capital Management, LP 6
Partners Group Private Equity (tei), Llc 6
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 6
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 6
Dialectic Capital Management, Lp 6
Partners Group Private Equity (institutional), Llc 6
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 6
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 6
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
Formula Growth Ltd 6
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 6
Buttonwood Financial Advisors Inc. 6
Snyder Capital Management L P 6
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 6
Palisades Hudson Asset Management, L.P. 6
Visionary Horizons, LLC 6
Citizens & Northern Corp 6
Caldwell Investment Management Ltd. 6
Partners Group Private Equity, Llc 6
Solidarilty Wealth, LLC 6
Lakeshore Financial Planning, Inc. 6
FORM Wealth Advisors, LLC 6
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 6
GMUB - Goldman Sachs ETF Trust - Goldman Sachs Municipal Income ETF 6
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class 6
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 6
McDonough Capital Management, Inc 6
Western Asset Global Partners Income Fund Inc. 6
Riverbridge Partners Llc 6
Northstar Group, Inc. 6
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 6
Western Asset Managed High Income Fund Inc. 6
Amplify ETF Trust - Amplify Thematic All-Stars ETF 6
Hellman Jordan Management Co Inc /ma/ 6
Telluride Asset Management LLC 6
ARGA Investment Management, LP 6
Guardian Variable Products Trust - Guardian International Value VIP Fund 6
EWZ - iShares, Inc. - iShares MSCI Brazil ETF 6
JCP Investment Management, LLC 6
DIVY - Tidal ETF Trust - Sound Equity Income ETF 6
QERIX - AQR Funds - AQR Emerging Relaxed Constraint Equity Fund Class I 6
EWP - iShares, Inc. - iShares MSCI Spain ETF 6
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 6
Regatta Capital Group, Llc 6
GUNN & Co INVESTMENT MANAGEMENT, INC. 6
Aberdeen Wealth Management LLC 6
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
Ashmore Group plc 6
WIP - SPDR SERIES TRUST - SPDR(R) FTSE International Government Inflation-Protected Bond ETF 6
Correct Capital Wealth Management 6
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 6
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 6
Oppenheimer Commodity Strategy Total Return Fund 6
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 6
Baron Wealth Management LLC 6
Vista Investment Partners Ii, Llc 6
Miller Financial Services LLC 6
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 6
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 6
Argyll Research, Llc 6
Samjo Management, LLC 6
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 6
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 6
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 6
FPXTX - FIDELITY MUNICIPAL TRUST - Fidelity Pennsylvania Municipal Income Fund 6
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 6
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 6
Provence Wealth Management Group 6
Madison Investment Advisors, LLC 6
Dalton Investments LLC 6
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 6
Altai Capital Management, L.P. 6
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 6
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 6
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 6
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 6
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 6
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 6
Boltwood Capital Management 6
Cincinnati Financial Corp 6
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 6
Concord Asset Management, LLC/VA 6
MidAtlantic Capital Management, Inc. 6
Marsico Capital Management Llc 6
Partners Group Private Equity (institutional Tei), Llc 6
FIDPX - Federated Managed Pool Series - Federated International Dividend Strategy Portfolio 6
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 6
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 6
Tech Square Trading Lp 6
RD Lewis Holdings, Inc. 6
KEMPER Corp 6
HawsGoodwin Investment Management LLC 6
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 6
Permanens Capital L.P. 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
Bronson Point Management LLC 6
Members Capital Advisors Inc 6
KAMES CAPITAL management Ltd 6
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 6
Arch Capital Group Ltd. 6
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 6
Taylor Hoffman Capital Management LLC 6
Brooklyn FI, LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Inflation-Adjusted Bond Portfolio Initial Class 6
Berry Wealth Group, LP 6
Strategic Wealth Management Group, LLC 6
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 6
VCI Wealth Management LLC 6
Financially Speaking Inc 6
Wimmer Associates 1, Llc 6
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 6
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 6
Orion Investment Co 6
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 6
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 6
Elyxium Wealth, LLC 6
Rollins Financial Advisors, LLC 6
Lathrop Investment Management Corp 6
Alpine Partners USVI, LLC 6
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 6
TYHYX - Victory Portfolios IV - Victory Pioneer High Yield Fund Class Y 6
Hunter Perkins Capital Management, LLC 6
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 6
Invesco Value Municipal Income Trust 6
Factory Mutual Insurance Co 6
Oppenheimer Municipal Fund 6
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 6
Harber Asset Management Llc 6
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 6
Cladis Investment Advisory, LLC 6
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 6
MACRO Consulting Group 6
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 6
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 6
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 6
Commons Capital, Llc 6
Inlet Private Wealth, LLC 6
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 6
Lakeridge Wealth Management LLC 6
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 6
Cypress Point Wealth Management, LLC 6
Planning Directions Inc 6
Ken Stern & Associates, Inc. 6
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 6
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 6
Wealth Dimensions Group, Ltd. 6
Sphera Funds Management Ltd. 6
Claar Advisors LLC 6
Core Wealth Partners LLC 6
13D Management LLC 6
Cortina Funds, Inc. 6
Victory Financial Group, Llc 6
Mayfair Advisory Group, LLC 6
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 6
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 6
Highmount Capital, LLC 6
Arrow Capital Pty Ltd 6
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 6
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 6
Miller Wealth Advisors, Llc 6
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 6
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 6
Marex Group plc 6
Mawer Investment Management Ltd. 6
Davidson Kempner Partners 6
Lazari Capital Management, Inc. 6
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 6
Monticello Wealth Management, Llc 6
Innova Wealth Partners 6
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 6
Lindenwold Advisors 6
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 6
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 6
Nokomis Capital, L.L.C. 6
One Charles Private Wealth Services, LLC 6
Strategic Wealth Designers 6
Ursa Fund Management, LLC 6
Nuveen Equity Premium Advantage Fund 6
Hound Partners, LLC 6
Kercheville Advisors, LLC 6
DSIGX - BNY MELLON ULTRA SHORT INCOME FUND - BNY Mellon Ultra Short Income Fund Class Z 6
Boit C F David 6
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 6
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 6
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 6
Mpi Investment Management, Inc. 6
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 6
PARK CIRCLE Co 6
FLIA - Franklin Templeton ETF Trust - Franklin Liberty International Aggregate Bond ETF 6
Scepter Holdings, Inc. 6
Western Standard LLC 6
Columbia Trust Co 01012016 6
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 6
Limestone Investment Advisors LP 6
Apis Capital Advisors, LLC 6
Financial Partners Capital Management Llc 6
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 6
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF 6
Carrera Capital Advisors 6
Granahan Investment Management Inc/ma 6
BlackRock ETF Trust - BlackRock Large Cap Value ETF 6
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 6
HNRAX - Highland Funds I - Highland Opportunistic Credit Fund Class A 6
Trajan Wealth LLC 6
Key Square Capital Management LLC 6
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 6
Levy Wealth Management Group, LLC 6
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 6
Fairholme Capital Management Llc 6
Capital Management Corp /va 6
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 6
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 6
Garden State Investment Advisory Services LLC 6
Washington Capital Management Inc 6
Cohen & Co Financial Management, LLC 6
Saxony Capital Management, LLC 6
Centerbridge Partners, L.P. 6
Lombard Odier & Cie (Canada), Limited Partnership 6
Paulson & Co. Inc. 6
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 6
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 6
Pimco California Municipal Income Fund Ii 6
EETAX - Managed Portfolio Series - Ecofin Global Energy Transition Fund A Class 6
Bull Street Advisors, LLC 6
Black Maple Capital Management LP 6
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 6
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 6
AHHX - Starboard Investment Trust - Adaptive High Income ETF 6
CG Asset Management LLC 6
Amarillo National Bank 6
Spectrum Advisory Services Inc 6
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional 6
Texas Capital Bancshares Inc/tx 6
Temasek Holdings (Private) Ltd 6
PRUDENTIAL SERIES FUND - GOVERNMENT INCOME PORTFOLIO Class I 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
Derbend Asset Management 6
Orca Investment Management, LLC 6
Blackrock Dividend Income Trust 6
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 6
Cobler Capital Management, LLC 6
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 6
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 6
Taylor Frigon Capital Management LLC 6
Schwarz Dygos Wheeler Investment Advisors Llc 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
Xai Octagon Floating Rate & Alternative Income Term Trust 6
Brooks, Moore & Associates, Inc. 6
Border to Coast Pensions Partnership Ltd 6
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
VEGN - ETF Series Solutions - US Vegan Climate ETF 6
Glovista Investments LLC 6
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 6
Ewing Morris & Co. Investment Partners Ltd. 6
Argyle Capital Partners, LLC 6
Littlejohn & Co Llc 6
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 6
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 6
Horizon Wealth Management, LLC 6
Rempart Asset Management Inc. 6
Viawealth, Llc 6
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 6
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 6
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA 6
Quantitative Value Technologies, Llc 6
Zuckerman Investment Group, LLC 6
Barnes Wealth Management Group, Inc 6
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 6
Cornerstone Select Advisors, LLC 6
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 6
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 6
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 6
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 6
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 6
Militia Capital Partners, LP 6
Cardinal Point Capital Management, ULC 6
Twin City Private Wealth, Llc 6
IFC Advisors LLC 6
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 6
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 6
Kirtland Hills Capital Management, Llc 6
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 6
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 6
Hutner Daniel Ellsworth 6
McQueen, Ball & Associates Inc. 6
Bolton Lp 6
Blue Chip Wealth Management, Inc. 6
Drexel Morgan & Co. 6
Lantern Wealth Advisors, LLC 6
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 6
MONTX - MONETTA TRUST - Monetta Fund 6
Pratt Collard Advisory Partners LLC 6
Bay Rivers Group 6
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 6
Hudson Capital Management LLC 6
Pettee Investors, Inc. 6
Fidelity National Financial, Inc. 6
Berkeley Capital Partners, LLC 6
Barings Participation Investors 6
Ayrshire Capital Management LLC 6
Guinness Atkinson Asset Management Inc 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
ROCI - EA Series Trust - ROC ETF 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 6
KG&L Capital Management,LLC 6
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 6
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
Taurus Asset Management, Llc 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
Precedent Wealth Partners, Llc 6
Vista Wealth Management Group, LLC 6
Northern Capital Management Llc 6
Windsor Financial Group Llc 6
eCIO, Inc. 6
Brown Financial Advisors 6
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 6
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 6
Summit Wealth & Retirement Planning, Inc. 6
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 6
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 6
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 6
Schwartz Investment Counsel Inc 6
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 6
Bares Capital Management, Inc. 6
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 6
Absolute Gestao de Investimentos Ltda. 6
Foresight Wealth Management, LLC 6
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 6
Prairie Wealth Advisors, Inc. 6
Aegis Wealth Management LLC 6
Carronade Capital Management, LP 6
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 6
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 6
Long Focus Capital Management, Llc 6
Guinness Asset Management LTD 6
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 6
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 6
Coolidge Francis L 6
Gamco Global Gold, Natural Resources & Income Trust 6
Strong Tower Advisory Services 6
Gamco Natural Resources, Gold & Income Trust 6
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 6
Fieldpoint Private Advisors, Inc 6
Summit Wealth Group Llc / Co 6
High Falls Advisors, Inc 6
GeoSphere Capital Management 6
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 6
Benin Management CORP 6
Axel Capital Management, LLC 6
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 6
Munro Partners 6
Flossbach Von Storch Ag 6
Chesapeake Asset Management Llc 6
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 6
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 6
Keystone Financial Services 6
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 6
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 6
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 6
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 6
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 6
Monterey Private Wealth, Inc. 6
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 6
Deuterium Capital Management, LLC 6
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 6
FSA Advisors, Inc. 6
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 6
Ninety One North America, Inc. 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
CMT Capital Markets Trading GmbH 6
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 6
Telemark Asset Management, LLC 6
Perfromance Wealth Partners, LLC 6
Lingohr & Partner Asset Management GmbH 6
Howard Capital Management Group, LLC 6
Diamant Asset Management, Inc. 6
Grant/GrossMendelsohn, LLC 6
Barings Corporate Investors 6
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 6
Edmonds Duncan Registered Investment Advisors, LLC 6
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 6
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 6
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 6
Manikay Partners, LLC 6
Northstar Capital Management Llc 6
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 6
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 6
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 6
Clayton Financial Group LLC 6
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 6
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 6
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 6
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 6
Sabadell Asset Management, S.A S.G.I.I.C 6
ROE - EA Series Trust - Astoria US Quality Kings ETF 6
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 6
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 6
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 6
Harrington Investments, INC 6
VELA Funds - VELA Large Cap 130/30 Fund Class I 6
Merriman Wealth Management, LLC 6
Wood Asset Management Inc 6
Gallagher Benefit Services, Inc. 6
Argus Investors' Counsel, Inc. 6
Icm Asset Management Inc/wa 6
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 6
Carlton Hofferkamp & Jenks Wealth Management, LLC 6
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 6
J2 Capital Management Inc 6
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 6
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 6
Notis-McConarty Edward 6
Blossom Wealth Management 6
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 6
German American Bancorp, Inc. 6
Winslow Capital Management, LLC 6
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 6
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 6
Brightworth 6
Novak & Powell Financial Services, Inc. 6
Breithorn Capital Management 6
AVGB - AMERICAN CENTURY ETF TRUST - Avantis Credit ETF 6
Home Federal Bank Of Tennessee 6
Millrace Asset Group, Inc. 6
GMBZX - GuideStone Funds - Impact Bond Fund Investor 6
Advanced Investment Partners, LLC 6
R.H. Dinel Investment Counsel, Inc. 6
Reilly Herbert Faulkner III 6
Hillview Capital Advisors, LLC 6
Beach Point Capital Management LP 6
Pasadena Private Wealth, LLC 6
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 6
KKM Financial LLC 5
Vernal Point Advisors, LLC 5
Brightline Capital Management, Llc 5
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 5
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 5
GRATRY & Co LLC 5
XT - iSHARES TRUST - iShares Exponential Technologies ETF 5
Acorn Advisory Capital L.p. 5
Fidelity Revere Street Trust 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
Fidelity D & D Bancorp Inc 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
Eldridge Investment Advisors, Inc. 5
GLOBALT Investments LLC / GA 5
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 5
Nuveen Georgia Quality Municipal Income Fund 5
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A 5
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 5
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 5
Nuveen Intermediate Duration Municipal Term Fund 5
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 5
Atlantic Family Wealth, Llc 5
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 5
Lyons Wealth Management, LLC. 5
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 5
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 5
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 5
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 5
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A 5
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 5
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 5
James Hambro & Partners 5
RAYS - Global X Funds - Global X Solar ETF 5
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 5
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 5
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 5
George Kaiser Family Foundation 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
Grand Jean Capital Management Inc 5
Bluescape Energy Partners LLC 5
Skye Global Management LP 5
MWA Asset Management 5
Putnam ETF Trust - Putnam Sustainable Future ETF - 5
PGIM Credit Income Fund 5
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 5
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 5
Royce Micro-cap Trust, Inc /md/ 5
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 5
Suncoast Equity Management 5
Silverleafe Capital Partners, LLC 5
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF 5
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 5
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 5
FS Series Trust - FS Real Asset Fund Class A 5
Etesian Wealth Advisors, Inc. 5
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 5
VELA Funds - VELA Short Duration Fund - Class A 5
Triloma Eig Energy Income Fund - Term I 5
All Terrain Financial Advisors, LLC 5
Ariston Services Group 5
Pacific Alternative Asset Management Company, Llc 5
Cupps Capital Management, LLC 5
Triloma Eig Energy Income Fund 5
Towerpoint Wealth, LLC 5
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 5
New South Capital Management Inc 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 5
Probabilities Fund Management, LLC 5
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 5
Cardinal Capital Management Llc /ct 5
S.C. Financial Services, Inc. 5
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 5
Steelhead Partners Llc 5
Valiant Capital Management, L.P. 5
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 5
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 5
GK Wealth Management LLC 5
Sagard Holdings Management Inc. 5
Dfa Investment Trust Co - The Japanese Small Company Series 5
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 5
Inlight Wealth Management, LLC 5
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 5
Strategic Planning Group, Llc 5
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 5
Fairpointe Capital LLC 5
Rappaport Reiches Capital Management, LLC 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 5
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 5
Sarver Vrooman Wealth Advisors 5
First Trust Dynamic Europe Equity Income Fund 5
Claren Road Asset Management, LLC 5
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 5
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 5
Shenkman Capital Management Inc 5
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 5
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 5
Western Asset Emerging Markets Debt Fund Inc. 5
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 5
PFW Advisors LLC 5
Embree Financial Group 5
Highline Capital Management, L.p. 5
Hugh Johnson Advisors LLC 5
Caspian Capital Lp 5
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 5
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 5
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 5
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 5
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 5
Gratus Wealth Advisors, LLC 5
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 5
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 5
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 5
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 5
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 5
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 5
Umpqua Bank 5
Passumpsic Savings Bank 5
Arnhold LLC 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 5
Spectrum Financial Alliance Ltd LLC 5
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 5
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 5
Cascade Financial Partners, LLC 5
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 5
Ategra Capital Management, LLC 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
First Trust Enhanced Equity Income Fund 5
Afam Capital, Inc. 5
RW Investment Management LLC 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 5
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 5
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
Claudia M.p. Batlle, Crp (r) Llc 5
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 5
Kahn Brothers Group Inc /de/ 5
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 5
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 5
KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES 5
J. L. Bainbridge & Co., Inc. 5
TIGMX - THORNBURG INVESTMENT TRUST - Thornburg Investment Grade Bond Managed Account Fund Class SMA 5
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 5
Breakwater Investment Management 5
CALFX - CUTLER TRUST - Cutler Fixed Income Fund 5
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 5
Destra International & Event-driven Credit Fund 5
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 5
Spring Capital Management, Llc 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 5
Kolinsky Wealth Management, LLC 5
ABVAX - AB TRUST - AB Value Fund Class A 5
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 5
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
Elliott Investment Management L.P. 5
Pennant Capital Management, LLC 5
Evexia Wealth Llc 5
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 5
Karpus Management, Inc. 5
XIDV - Franklin Templeton ETF Trust - Franklin International Dividend Multiplier Index ETF 5
Deutsche Money Funds 5
Sage Capital Management, LLC 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 5
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 5
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 5
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 5
Jackson Square Partners, LLC 5
Starboard Value LP 5
Klr Investment Advisors, Llc 5
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 5
ABLE Financial Group, LLC 5
Oppenheimer Senior Floating Rate Fund 5
Oppenheimer Main Street All Cap Fund 5
Noesis Capital Mangement Corp 5
Winslow Asset Management Inc 5
BATEX - Blackrock Allocation Target Shares - Bats Series E 5
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 5
Evergreen Wealth Solutions, LLC 5
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 5
Blackrock Municipal Income Trust Ii 5
Generate Investment Management Ltd 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF 5
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 5
Raffles Associates Lp 5
Strata Wealth Advisors, LLC 5
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 5
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 5
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 5
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 5
Amcap Fund 5
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 5
Gladwyn Financial Advisors, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 5
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 5
SEPAX - SEI TAX EXEMPT TRUST - STET PENNSYLVANIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 5
potrero capital research llc 5
Hardin Capital Partners, LLC 5
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 5
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 5
OEF - iSHARES TRUST - iShares S&P 100 ETF 5
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 5
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 5
Van Strum & Towne Inc. 5
Rubric Capital Management, LLC 5
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 5
Peloton Wealth Strategists 5
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares 5
Fidelity Union Street Trust Ii 5
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 5
Luts & Greenleigh Group, Inc 5
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 5
Smith Thornton Advisors LLC 5
Ocean Capital Management, LLC 5
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5
Nuveen California Quality Municipal Income Fund 5
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 5
United Income, Inc. 5
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 5
Lubar & Co., Inc 5
Lone Pine Capital Llc 5
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 5
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF 5
Huber Financial Advisors, Llc 5
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 5
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
Voit & Company, Llc 5
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares 5
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 5
McCollum Christoferson Group LLC 5
Crystalline Management Inc. 5
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 5
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 5
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 5
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 5
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 5
Greystone Investment Management Llc 5
Alpine Group Usvi, Llc 5
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 5
Luzich Partners Llc 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
Wolff Financial Management Llc 5
Lord Abbett Developing Growth Fund, Inc. 5
Profunds - Profund Vp Industrials 5
Wallace Advisory Group, LLC 5
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 5
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 5
Paladin Wealth, LLC 5
Gagnon Securities Llc 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 5
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 5
Goldstone Financial Group, LLC 5
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 5
Legacy Financial Group, Inc. 5
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 5
Retirement Investment Advisors, Inc. 5
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 5
Asset Management Advisors, LLC 5
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 5
Woodbridge CO LTD 5
Nishkama Capital, LLC 5
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 5
Hilltop Partners LLC 5
Mountaineer Partners Management, LLC 5
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 5
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 5
EDOG - ALPS ETF Trust - ALPS Emerging Sector Dividend Dogs ETF 5
Sycomore Asset Management 5
Inherent Group, Lp 5
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5
FT Vest Total Return Income Fund: Series A2 5
FT Vest Hedged Equity Income Fund: Series A2 5
LHEAX - LOCORR INVESTMENT TRUST - LoCorr Hedged Core Fund Class A 5
Wills Financial Group LLC 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
Cora Capital Advisors Llc 5
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 5
Tudor Financial Inc. 5
WS Portfolio Advisory, LLC 5
Bank Hapoalim Bm 5
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares 5
Armstrong Shaw Associates Inc/ct 5
STAR Financial Bank 5
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 5
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 5
Investors Financial Group, LLC 5
VCGSX - VALIC Co I - Government Securities Fund 5
Moab Capital Partners LLC 5
VCFVX - VALIC Co I - International Value Fund 5
Riverview Capital Advisers, LLC 5
Elevation Series Trust - The Opal Dividend Income ETF 5
Integris Wealth Management, LLC 5
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 5
Jasper Ridge Partners, L.P. 5
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 5
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 5
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 5
VAVAX - VALIC Co I - Value Fund 5
Compass Financial Group, INC/SD 5
MDXBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Tax-Free Bond Fund 5
Dsm Capital Partners Llc 5
Forza Wealth Management, LLC 5
CMC Financial Group 5
Goldstein Advisors, LLC 5
Centurion Wealth Management LLC 5
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 5
Dumac, Inc. 5
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 5
Seed Wealth Management, Inc. 5
SMART Wealth LLC 5
Roubaix Capital, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 5
UXI - PROSHARES TRUST - ProShares Ultra Industrials 5
Precocity Capital LP 5
Tidal ETF Trust - Newday Sustainable Development Equity ETF 5
BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF 5
Concentric Wealth Management, Llc 5
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 5
Independence Capital Asset Partners, LLC 5
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 5
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 5
Fox Point Capital Management LLC 5
TCUGX - TRUST FOR CREDIT UNIONS - Enhanced Income Intermediate Duration Credit Portfolio - Investor Shares 5
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 5
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 5
REDW Wealth LLC 5
PACIFIC FUNDS SERIES TRUST - PF Currency Strategies Fund CLASS P 5
Cliffwater Corporate Lending Fund 5
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 5
FS Global Credit Opportunities Fund 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 5
APG Asset Management US Inc. 5
Key Colony Management, LLC 5
Elm3 Financial Group, LLC 5
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 5
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 5
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 5
Keystone Financial Group, Inc. 5
Staley Capital Advisers Inc 5
Oppenheimer Equity Fund 5
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF 5
Arthur Zaske & Associates, LLC 5
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 5
Rikoon Group, LLC 5
BXM Wealth LLC 5
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 5
FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II 5
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 5
Rx Funds Trust 5
GOFIX - GMO TRUST - GMO Resources Fund Class III 5
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 5
FAIRX - FAIRHOLME FUNDS INC - The Fairholme Fund 5
Baring International Investment Ltd 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 5
Warther Private Wealth, LLC 5
Bluepoint Investment Series Trust 5
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 5
Brookfield High Income Fund Inc. 5
Purkiss Capital Advisors LLC 5
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
Lebenthal Wealth Advisors, LLC 5
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 5
Coronation Fund Managers Ltd. 5
Cincinnati Specialty Underwriters Insurance CO 5
HFR Wealth Management, LLC 5
Putnam Voyager Fund 5
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 5
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 5
Alliancebernstein Income Fund Inc 5
SLT Holdings LLC 5
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 5
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 5
Salem Capital Management Inc 5
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 5
Berwyn Funds 5
Mercuria Capital Strategies, LLC 5
Forty4 Asset Management LLC 5
Edmond De Rothschild Asset Management (france) 5
HCUSX - HC CAPITAL TRUST - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 5
Fort Dearborn Income Securities Inc 5
BNDS - Series Portfolios Trust - Infrastructure Capital Bond Income ETF 5
Mallini Complete Financial Planning LLC 5
IFG Advisors, LLC 5
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 5
PIMCO California Flexible Municipal Income Fund 5
Plaisance Capital LLC 5
Montgomery Street Income Securities, Inc 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
FOINX - Tributary Funds, Inc. - Income Fund Institutional 5
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 5
BLACKROCK FUNDS - BlackRock International Impact Fund Class K 5
Sonata Capital Group Inc 5
Transamerica Income Shares, Inc. 5
Montchanin Asset Management, Llc 5
TAX - EA Series Trust - Cambria Tax Aware ETF 5
WJ Interests, LLC 5
Sava Infond d.o.o. 5
Helios High Income Fund, Inc 5
W Advisors, Llc 5
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 5
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 5
Q Global Advisors, LLC 5
Pioneer Trust Bank N A/or 5
Disciplined Investors, L.L.C. 5
Morris Capital Advisors, LLC 5
Taylor, Cottrill LLC 5
KerberRose Wealth Management, LLC 5
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 5
Nichols Asset Management LLC 5
Sharpepoint Llc 5
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 5
Petros Family Wealth, LLC 5
Glendon Capital Management LP 5
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 5
MNBD - ALPS ETF Trust - ALPS Intermediate Municipal Bond ETF 5
Tribune Investment Group LP 5
Beaumont Asset Management, L.L.C. 5
Matlinpatterson Global Advisers Llc 5
Sanford Advisory Services, LLC 5
Massar Capital Management, LP 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
Spurstone Advisory Services, LLC 5
Sandell Investment Services LLC 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
Columbus Circle Investors 5
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 5
Quaker Capital Investments, LLC 5
Shoker Investment Counsel, Inc. 5
Columbia Wanger Asset Management Llc 5
Fortress Private Ledger, Llc 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
Indaba Capital Management, L.P. 5
MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A 5
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 5
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 5
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 5
Tyrus Capital S.A.M. 5
Smithwood Advisers, L.P. 5
Eliot Finkel Investment Counsel, LLC 5
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 5
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 5
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 5
Cura Wealth Advisors, Llc 5
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 5
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 5
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 5
Cottage Street Advisors LLC 5
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 5
Meadow Creek Wealth Advisors Llc 5
Anderson Financial Strategies, LLC 5
MassMutual Access Pine Point Fund 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 5
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 5
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 5
Gill Capital Partners, Llc 5
Westbourne Investments, Inc. 5
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 5
Madrona Financial Services, LLC 5
Invesco Bldrs Index Funds Trust 5
La Financiere De L'echiquier 5
Reynolds Investment Management, Inc. 5
Alambic Investment Management, L.P. 5
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 5
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 5
PIMCO FUNDS - PIMCO International Portfolio 5
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 5
Pinney & Scofield, Inc. 5
Griffith & Werner, Inc. 5
Guardian Investment Management 5
Indie Asset Partners, LLC 5
Cascadia Advisory Services, LLC 5
Pillar Pacific Capital Management Llc 5
Ratan Capital Management LP 5
Messner & Smith Theme Value Investment Management Ltd /ca/ 5
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 5
SOL Capital Management CO 5
Triad Financial Advisors, Inc. 5
Numina Capital Management, LLC 5
Sessa Capital IM, L.P. 5
Financial Strategies Group, Inc. 5
Rpo Llc 5
Legacy CG, LLC 5
APSPX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series SP CoreBuilder Shares Series SP 5
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 5
Carlyle Group Inc. 5
Northern Right Capital Management, L.P. 5
Lion Point Capital, LP 5
AQDIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Dividend Fund Institutional Class 5
Penn Davis Mcfarland Inc 5
Hall Kathryn A. 5
Moneda S.A. Administradora General de Fondos 5
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 5
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 5
Colorado Capital Management, Inc. 5
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF 5
Sapphire Star Partners LP 5
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 5
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 5
Managed Asset Portfolios, Llc 5
Soundwatch Capital LLC 5
Objective Capital Management, LLC 5
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 5
Wallace Capital Management Inc. 5
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 5
Mirova US LLC 5
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 5
Bourne Lent Asset Management Inc 5
Anchor Bolt Capital, LP 5
Freshford Capital Management, LLC 5
Fusion Capital, LLC 5
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 5
Phillips Financial Management, Llc 5
CCLA Investment Management Ltd 5
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 5
TFR Capital, LLC. 5
FIOBX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Opportunities Bond Fund Class A 5
Mufg Securities (canada), Ltd. 5
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
BEMYX - Advisors' Inner Circle Fund III - BARROW HANLEY EMERGING MARKETS VALUE FUND Y Shares 5
Hall Private Wealth Advisors 5
Laird Norton Trust Company, Llc 5
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF 5
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 5
Berkshire Money Management, Inc. 5
Tempus Wealth Planning, LLC 5
Twelve Points Wealth Management LLC 5
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 5
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 5
American Assets Capital Advisers, LLC 5
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 5
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 5
Espalier Global Management LLC 5
Otter Creek Management Inc 5
Redwood Grove Capital, LLC 5
Laidlaw Group, LLC 5
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 5
Lisanti Capital Growth, LLC 5
Eastover Investment Advisors LLC 5
Amitell Capital Pte Ltd 5
Quantum Capital Management, LLC / NJ 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 5
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 5
RUFF - ETF Opportunities Trust - Alpha Dog ETF 5
American Money Management, LLC 5
Ledgewood Wealth Advisors, LLC 5
Rede Wealth, LLC 5
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 5
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 5
Goodman Financial Corp 5
First Farmers & Merchants Bank / Trust 5
Granby Capital Management, LLC 5
Compass Financial Advisors Llc 5
QV Investors Inc. 5
BCK Partners, Inc. 5
EisnerAmper Wealth Management Corporate Benefits, LLC 5
Madison Scottsdale, LC 5
Flippin Bruce & Porter Inc 5
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF 5
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 5
Asset Planning Corporation 5
EFG Asset Management (North America) Corp. 5
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 5
FORH - ETF Opportunities Trust - Formidable ETF 5
Eagle Rock Investment Company, Llc 5
Madison Wealth Partners, Inc 5
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 5
Harvey Capital Management Inc 5
PGVFX - FORUM FUNDS - Polaris Global Value Fund 5
Insight Capital Research & Management Inc 5
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 5
Benchmark Investment Advisors LLC 5
Monolith Advisors 5
Zucker Anita G 5
Chesapeake Partners Management Co Inc/md 5
Private Wealth Advisors, Inc. 5
Distillate Capital Partners LLC 5
Berry Street Capital Management LLP 5
Sterling Investment Management, Inc. 5
Kraematon Investment Advisors, Inc 5
Rosenbaum Jay D. 5
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 5
McNamara Financial Services, Inc. 5
Cardiff Park Advisors, Llc 5
Humankind Investments LLC 5
Royal Capital Wealth Management, LLC 5
Carl Stuart Investment Advisor, Inc 5
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 5
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 5
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 5
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 5
Allegiant Private Advisors, LLC 5
Navalign, LLC 5
Harvey Investment Co Llc 5
Cohen Lawrence B 5
Marque Millennium Capital Management Lcc 5
ABN AMRO Bank N.V. 5
James Reed Financial Services, Inc. 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 5
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 5
Mill Capital Management, LLC 5
Dock Street Asset Management Inc 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
Matrix Private Capital Group Llc 5
Alterity Financial Group, LLC 5
WMKGX - WESMARK FUNDS - WesMark Growth Fund 5
Mma Asset Management Llc 5
Connolly Sarah T. 5
Brookmont Capital Management 5
Leith Wheeler Investment Counsel Ltd. 5
Wd Rutherford Llc 5
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 5
Corundum Group, Inc. 5
Lokken Investment Group LLC 5
Clark Financial Services Group Inc /bd 5
Fi3 FINANCIAL ADVISORS, LLC 5
Delta Accumulation, LLC 5
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 5
Himension Fund 5
North Dallas Bank & Trust Co 5
Axiom Advisory, LLC 5
General American Investors Co Inc 5
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 5
Vontobel Swiss Wealth Advisors AG 5
iAB Financial Bank 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
Wealth Management Partners, LLC 5
China Universal Asset Management Co., Ltd. 5
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund 5
PCG Wealth Advisors, LLC 5
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 5
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 5
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 5
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 5
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 5
HT Partners LLC 5
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 5
Nepsis, Inc. 5
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 5
Wunderlich Capital Managemnt 5
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 5
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 5
Gmt Capital Corp 5
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 5
Shore Point Advisors, LLC 5
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 5
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 5
Indus Capital Partners, Llc 5
Mezzasalma Advisors, LLC 5
Newton One Investments LLC 5
Needham Investment Management Llc 5
Knowledge Leaders Capital, LLC 5
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 5
Steinberg Asset Management Llc 5
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 5
Nia Impact Advisors, Llc 5
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 5
Five Oceans Advisors 5
Capital CS Group, LLC 5
Jd Capital Management Llc 5
Delphi Financial Group, Inc. 5
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 5
Mcclain Value Management Llc 5
Ashburton (Jersey) Ltd 5
St. James Investment Advisors, LLC 5
HUSIX - ADVISORS SERIES TRUST - Huber Capital Small Cap Value Fund Investor Class 5
Wescott Financial Advisory Group, LLC 5
Cazenove Capital Management Ltd 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
Salvus Wealth Management, LLC 5
Phraction Management LLC 5
Oak Harvest Investment Services 5
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 5
Kathleen S. Wright Associates Inc. 5
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 5
State Farm Mutual Automobile Insurance Co 5
Peterson Wealth Services 5
Bowman & Co S.C. 5
Moon Capital Management, LLC 5
Alydar Partners Llc 5
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 5
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 5
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 5
Highlander Partners, L.P. 5
Handelsinvest Investeringsforvaltning 5
Regis Management CO LLC 5
PacWest Financial Management Inc 5
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 5
Analyst IMS Investment Management Services Ltd. 5
Conestoga Capital Advisors, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 5
Eaton Vance National Municipal Opportunities Trust 5
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 5
Turner Funds 5
Capital Advantage, Inc. 5
EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A 5
LGOV - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Long Duration Opportunities ETF 5
BayBridge Capital Group, LLC 5
Icahn Carl C 5
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 5
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 5
Western Asset Municipal High Income Fund Inc. 5
BOCHK Asset Management Ltd 5
Tactive Advisors, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 5
Madison Park Capital Advisors, LLC 5
OV Management LLC 5
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 5
Blackrock Munienhanced Fund, Inc. 5
Blackrock Muniyield Fund, Inc. 5
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 5
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 5
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 5
Brahman Capital Corp. 5
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 5
First Trust Strategic High Income Fund Ii 5
XFIX - RBB FUND, INC. - F/m Opportunistic Income ETF 5
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 5
DVYA - iShares, Inc. - iShares Asia/Pacific Dividend ETF 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
Psg Capital Management Trust 5
Tax-managed Global Small-cap Portfolio 5
LDMYX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Bond Fund Class I 5
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 5
Mason Investment Advisory Services, Inc. 5
Blackrock Defined Opportunity Credit Trust 5
Evernest Financial Advisors, LLC 5
Nuveen Amt-free Municipal Value Fund 5
Holistic Planning, LLC 5
NFC Investments, LLC 5
Putnam Municipal Opportunities Trust 5
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 5
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 5
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 5
Oppenheimer Series Fund 5
Killen Group Inc 5
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 5
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 5
Silver Coast Investments LLC 5
Dreyfus Strategic Municipal Bond Fund Inc 5
Western Asset Intermediate Muni Fund Inc. 5
Trust Co of the South 5
Klein Pavlis & Peasley Financial, Inc. 5
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 5
Retirement Income Solutions, Inc 5
Foresight Group Ltd Liability Partnership 5
Lincluden Management Ltd 5
Forbes J M & Co Llp 5
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 5
Northern Institutional Funds 5
Western Asset/claymore Inflation-linked Opportunities & Income Fund 5
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 5
Hutchinson Capital Management/ca 5
Samjo Capital LLC 5
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 5
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 5
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 5
Perbak Capital Partners LLP 5
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 4
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 4
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 4
Trust & Fiduciary Management Services Inc 4
Aravt Global Llc 4
Harvest Volatility Management Llc 4
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers 4
New England Professional Planning Group Inc. 4
AFS Financial Group, LLC 4
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 4
Curran Financial Partners, LLC 4
Sfm, Llc 4
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 4
Opinicus Capital, Inc. 4
Fdp Series Ii, Inc. 4
VanEck Funds 4
ZGEIX - Advisors' Inner Circle Fund III - NINETY ONE GLOBAL ENVIRONMENT FUND I Shares 4
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 4
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 4
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 4
Semanteon Capital Management, LP 4
JEMDX - JPMorgan Trust I - JPMorgan Emerging Markets Debt Fund Class I 4
PQDI - Principal Exchange-Traded Funds - Principal Spectrum Tax-Advantaged Dividend Active ETF 4
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 4
V2 Capital, LLC 4
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 4
Senvest Management, LLC 4
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 4
YALL - Tidal ETF Trust - God Bless America ETF 4
Pimco Municipal Income Fund Ii 4
Antipodean Advisors LLC 4
United Bank 4
Welch Investments, LLC 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 4
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 4
ODHY - Spinnaker ETF Series - Obra Defensive High Yield ETF 4
Fcm Investments/tx 4
Twin Lakes Capital Management, LLC 4
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 4
Tolleson Wealth Management, Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
MMCA - IndexIQ Active ETF Trust - IQ MacKay California Municipal Intermediate ETF 4
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund 4
HMJAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Short Duration Fund Class A 4
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 4
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 4
QLD - PROSHARES TRUST - ProShares Ultra QQQ 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 4
Value Aligned Research Advisors, LLC 4
GEM Asset Management, LLC 4
Elite Financial, Inc. 4
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 4
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 4
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 4
WPWealth LLP 4
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 4
ULTRA SERIES FUND - International Stock Fund Class I 4
Purus Wealth Management, LLC 4
Great Waters Wealth Management 4
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 4
Insight Wealth Partners, LLC 4
Grace Brothers Management Llc 4
Sara-Bay Financial 4
Boulder Growth & Income Fund 4
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 4
Lyon Street Capital, LLC 4
Fee-Only Financial Planning, L.C. 4
Akanthos Capital Management Llc 4
Milestone Asset Management, Llc 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 4
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 4
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 4
Fidgeon Timothy F 4
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 4
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 4
Evelyn Partners Asset Management Ltd 4
GUCPX - GUGGENHEIM FUNDS TRUST - Guggenheim Active INvestment Series (GAINS)-Core Plus Fund SMA Class 4
Lasry Marc 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 4
Zazove Convertible Securities Fund Inc 4
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 4
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 4
Ryan Investment Management, Inc. 4
Duncan Williams Asset Management, LLC 4
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
Maso Capital Partners Ltd 4
VSSVX - VALIC Co I - Small Cap Special Values Fund 4
Red Wave Investments LLC 4
Sigma Capital Management Llc 4
Ronit Capital LLP 4
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 4
Commonwealth Retirement Investments LLC 4
Sentry LLC 4
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 4
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 4
Semus Wealth Partners LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
Cooke & Bieler Lp 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
Vantage Financial Partners Ltd., Inc. 4
Doheny Asset Management /ca 4
Ws Management Lllp 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 4
Sapience Investments, LLC 4
Shelter Mutual Insurance Co 4
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 4
City Financial Investment Co Ltd 4
Satovsky Asset Management Llc 4
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 4
Cambridge Financial Group, Inc. 4
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 4
Bernicke Wealth Management, Ltd. 4
D1 Capital Partners L.P. 4
EMG Holdings, L.P. 4
Tuscan Ridge Asset Management Llc 4
Ion Asset Management Ltd. 4
Affinity Capital Advisors, LLC 4
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 4
BancFirst Trust & Investment Management 4
Advent International Corp/ma 4
Beta Wealth Group, Inc. 4
Sprinkle Financial Consultants LLC 4
FGATX - NUVEEN MULTISTATE TRUST III - Nuveen Georgia Municipal Bond Fund - Class A 4
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 4
First Long Island Investors, LLC 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
Morgan Stanley Emerging Markets Debt Fund Inc 4
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C 4
First Trust/aberdeen Global Opportunity Income Fund 4
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 4
DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS 4
Heritage Way Advisors, LLC 4
Teilinger USA, Inc. 4
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 4
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares 4
Granite Point Capital Management, L.P. 4
Kendall Capital Management 4
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 4
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 4
Facet Wealth, Inc. 4
Capital Advisors Wealth Management, LLC 4
Private Client Services, Llc 4
THY - Northern Lights Fund Trust - Agility Shares Dynamic Tactical Income ETF 4
Promethos Capital, LLC 4
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 4
Phoenix Investment Adviser LLC 4
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
New Perspective Fund 4
PACA - DBX ETF TRUST - Xtrackers MSCI Latin America Pacific Alliance ETF 4
Ycg, Llc 4
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 4
Carr Financial Group Corp 4
Plotkin Financial Advisors, LLC 4
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 4
PACIFIC SELECT FUND - Emerging Markets Debt Portfolio Class I 4
Longer Investments Inc. 4
17 Capital Partners, Llc 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
LVZ Advisors, Inc. 4
Atlas Wealth Partners, LLC 4
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
Aubrey Capital Management Ltd 4
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 4
Westwood Management Corp /il/ 4
Riverstone Advisors, LLC 4
1623 Capital LLC 4
Cannon Wealth Management Services, LLC 4
Blackrock Munivest Fund Ii, Inc. 4
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 4
Canandaigua National Trust Co of Florida 4
GIC Private Ltd 4
Robertson Opportunity Capital, LLC 4
Sterling Wealth Management, Inc. 4
Bullseye Investment Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 4
Vancity Investment Management Ltd 4
Rivernorth Opportunities Fund, Inc. 4
Renaissance Investment Group LLC 4
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 4
STF Management LP 4
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 4
Macnealy Hoover Investment Management Inc 4
Conservest Capital Advisors, Inc. 4
FDD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust STOXX European Select Dividend Index Fund 4
Anandar Capital Management LP 4
Bristol John W & Co Inc /ny/ 4
Neumann Capital Management, LLC 4
Manitou Investment Management Ltd. 4
Schneider Downs Wealth Management Advisors, LP 4
440 Investment Group, Llc 4
Sound Point Capital Management, LP 4
Seven Bridges Advisors LLC 4
Newday Solutions, Llc 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Poplar Forest Capital LLC 4
Nan Shan Life Insurance Co., Ltd. 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
Soapstone Management L.p. 4
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 4
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 4
Diversified Investment Strategies, LLC 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
Bank Pictet & Cie (asia) Ltd 4
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 4
S-Bank Fund Management Ltd 4
RK Capital Management, LLC/FL 4
Blackrock Enhanced Capital & Income Fund, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 4
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 4
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 4
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 4
Neumeier Poma Investment Counsel Llc 4
Lau Associates Llc 4
Montag & Caldwell, Llc 4
Harold Davidson & Associates Inc. 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
Staton Financial Advisors, Llc 4
Triton Wealth Management, PLLC 4
ETF Store, Inc. 4
TBG - EA Series Trust - TBG Dividend Focus ETF 4
R.m.sincerbeaux Capital Management Llc 4
Wellspring Financial Advisors, LLC 4
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 High Yield Corporate Bond ETF 4
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 4
Convergence Financial, LLC 4
Taal Capital Management LP 4
von Borstel & Associates, Inc. 4
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 4
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF 4
Vulcan Value Partners, LLC 4
Asset Allocation Strategies LLC 4
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 4
Profunds - Profund Vp Nasdaq-100 4
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 4
Smart Money Group LLC 4
Livelsberger Financial Advisory 4
Blackrock Muniholdings Fund Ii , Inc 4
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 4
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
Profunds - Profund Vp Ultranasdaq-100 4
Patriot Wealth Management, Inc. 4
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 4
Profunds - Profund Vp Emerging Markets 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 4
AGH Wealth Advisors, LLC 4
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4
AGGS - Harbor ETF Trust - Harbor Disciplined Bond ETF 4
Crew Capital Management, Ltd. 4
Dreyfus Municipal Income Inc 4
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 4
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 4
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 4
STTCX - North Square Investments Trust - North Square Trilogy Alternative Return Fund Class C 4
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 4
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 4
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 4
Pinnacle Family Advisors, LLC 4
Traverso Chambers Private Wealth Management, LLC 4
Blackrock Municipal Income Trust 4
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 4
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 4
Cove Private Wealth, LLC 4
Flat Footed LLC 4
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 4
Planning Center, Inc. 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
Mount Vernon Associates Inc /md/ 4
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 4
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 4
Turim 21 Investimentos Ltda. 4
Dougherty Wealth Advisers LLC 4
Nova R Wealth, Inc. 4
Hiddenite Capital Partners LP 4
Paragon Capital Management Inc 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 4
Rrj Capital Ltd 4
True Vision MN LLC 4
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 4
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 4
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 4
FOMO - Collaborative Investment Series Trust - FOMO ETF 4
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 4
FHQFX - FIDELITY HEREFORD STREET TRUST - Fidelity Series Treasury Bill Index Fund 4
Centered Wealth LLC dba Miller Equity Capital Advisors 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
DSIBX - BNY MELLON SHORT-INTERMEDIATE MUNICIPAL BOND FUND - BNY Mellon Short-Intermediate Municipal Bond Fund Class D 4
Strategic Wealth Management Inc 4
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 4
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 4
Saya Management Lp 4
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 4
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 4
EQT Corp 4
Charlemagne Capital Ltd 4
Platinum Investment Management Ltd 4
Sage Advisors, Llc 4
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 4
FT Vest Total Return Income Fund: Series A4 4
LDR Capital Management LLC 4
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
Cleary Gull Holdings Inc. 4
Resolute Capital Asset Partners LLC 4
Fidelity Newbury Street Trust 4
Spearhead Capital Advisors, Llc 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4
FTTMX - Franklin Tax Free Trust - Franklin Michigan Tax-free Income Fund Class A1 4
Apollo Management Holdings GP, LLC 4
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 4
FPOEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2019 Fund Class R6 4
NCP Inc. 4
Ai Financial Services Llc 4
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 4
FPONX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2022 Fund Class R6 4
Websterrogers Financial Advisors, Llc 4
Divergent Planning, LLC 4
Baupost Group Llc/ma 4
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 4
FPOMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2021 Fund Advisor Class 4
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 4
FGBKX - FRANKLIN TAX FREE TRUST - Franklin Municipal Green Bond Fund Advisor Class 4
Unison Advisors LLC 4
FT Vest Hedged Equity Income Fund: Series A4 4
Union Investments & Development Ltd. 4
Aristotle Atlantic Partners, Llc 4
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 4
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 4
H. L. Ormond & Company, LLC 4
Select Asset Management & Trust 4
TSWFX - Perpetual Americas Funds Trust - TSW CORE PLUS BOND FUND Institutional Shares 4
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 4
ACBEX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EM CoreBuilder Shares Series EM 4
WMBDX - WESMARK FUNDS - WesMark Government Bond Fund 4
White Knight Strategic Wealth Advisors, LLC 4
Sender Co & Partners, Inc. 4
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 4
ZHOK - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Hong Kong ETF 4
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 4
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 4
Nantahala Capital Management, LLC 4
FT Vest Hedged Equity Income Fund: Series B1 4
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 4
Element Pointe Advisors, Llc 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
Morgan Creek Global Equity Long/short Institutional Fund 4
IAM Advisory, LLC 4
Ark & Tlk Investments, Llc 4
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 4
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF 4
Abrams Capital Management, L.p. 4
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF 4
Consilium Wealth Advisory, LLC 4
Keystone Wealth Services, LLC 4
Par Capital Management Inc 4
Invesco Municipal Income Opportunities Trust 4
Manulife Financial Corp 4
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 4
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 4
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 4
FT Vest Total Return Income Fund: Series B1 4
ARGT - Global X Funds - Global X MSCI Argentina ETF 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
Leverage Partners Absolute Return Fund SPC 4
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 4
626 Financial, LLC 4
Trail Ridge Investment Advisors, LLC 4
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 4
Nuveen Pennsylvania Municipal Value Fund 4
Nuveen California Amt-free Quality Municipal Income Fund 4
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 4
Schaller Investment Group Inc 4
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 4
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 4
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 4
Invesco California Value Municipal Income Trust 4
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 4
Valtinson Bruner Financial Planning LLC 4
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 4
Kirr Marbach & Co Llc /in/ 4
Daniel Devine & Co 4
Train Babcock Advisors Llc 4
Oppenheimer International Small-mid Co Fund 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
CHIU - Global X Funds - Global X MSCI China Utilities ETF 4
Ecofi Investissements Sa 4
Strategic Family Wealth Counselors, L.L.C. 4
HXIIX - ADVISORS' INNER CIRCLE FUND - Harvest Asian Bond Fund Institutional Shares 4
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 4
Cape Ann Savings Bank 4
Neuberger Berman California Intermediate Municipal Fund Inc 4
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 4
Laurel Grove Capital, LLC 4
Taika Capital, LP 4
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 4
FreeGulliver LLC 4
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 4
DSC Meridian Capital LP 4
Elm Partners Management LLC 4
Petra Financial Advisors Inc 4
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 4
Yahoo Inc 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II 4
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 4
PPM Funds - PPM Mid Cap Value Fund (Inst) 4
BCR Wealth Strategies, LLC 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 4
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 4
Eight 31 Financial Llc 4
Riverstone Holdings Llc 4
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
Investment Counsel Inc. 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 4
Second Nature Series Trust 4
Pecaut & Co. 4
Consolidated Investment Group LLC 4
Blackstone Holdings III L.P. 4
TPAIX - TIMOTHY PLAN - Timothy Israel Common Values Fund Class A 4
Quantedge Capital Pte Ltd 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 4
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 4
Cooper/haims Advisors, Llc 4
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 4
Piper Jaffray Companies 4
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 4
Stonehearth Capital Management, LLC 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 4
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 4
Unio Capital LLC 4
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 4
Apollo Senior Floating Rate Fund Inc. 4
Alphinity Investment Management Pty Ltd 4
Samsung Asset Management (New York), Inc. 4
HNASX - HOMESTEAD FUNDS INC - Growth Fund 4
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 4
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 4
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF 4
R.P. Boggs & Co. 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 4
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 4
Orix Usa Corp 4
Martin Currie Ltd 4
Markel Corp 4
Corbin Capital Partners, L.P. 4
Western Financial Corporation 4
Lafayette Investments, Inc. 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 4
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 4
ZTOP - RBB FUND, INC. - F/m High Yield 100 ETF 4
Hartwell J M Limited Partnership 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
Ping Capital Management, Inc. 4
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 4
Abeille Asset Management Sa 4
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 4
Gentry Private Wealth, Llc 4
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 4
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco SMA Municipal Bond Fund 4
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 4
Jpmorgan China Region Fund, Inc. 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 4
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 4
Pennant Investors, Lp 4
Fbl Investment Management Services Inc/ia 4
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 4
Madison Strategic Sector Premium Fund 4
USCF Advisers LLC 4
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A 4
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 4
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 4
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 4
Virginia National Bank 4
Leslie Global Wealth, LLC 4
Oppenheimer Multi-state Municipal Trust 4
Root Financial Partners, LLC 4
Fs Global Credit Opportunities Fund-d 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
Efficient Advisors, LLC 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
Fs Global Credit Opportunities Fund-a 4
Alken Asset Management Ltd. 4
Vickerman & Driscoll Financial Advisors Inc 4
First Citizens Financial Corp 4
Charter Capital Management, LLC\DE 4
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 4
Broadview Advisors Llc 4
Ruggaard & Associates LLC 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
Venator Capital Management Ltd. 4
Firsthand Capital Management, Inc. 4
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 4
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 4
B, B, H, & B Inc. 4
Blackrock Taxable Municipal Bond Trust 4
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 4
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 4
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 4
Blackrock Muniholdings Quality Fund Ii, Inc. 4
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 4
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 4
One Wealth Management Investment & Advisory Services, LLC 4
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares 4
Harvey Partners, LLC 4
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 4
Taikang Asset Management (Hong Kong) Co Ltd 4
Buska Wealth Management, LLC 4
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
Auxier Asset Management 4
VIOPX - VALIC Co I - International Opportunities Fund 4
Jackson Thornton Asset Management, Llc 4
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 4
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 4
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
First Trust Portfolios Lp 4
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 4
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C 4
Warren Street Wealth Advisors, LLC 4
Princeton Capital Management Inc 4
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 4
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 4
Sweet Financial Partners, LLC 4
Large-cap Value Portfolio 4
Garrison Asset Management, LLC 4
Masters Capital Management Llc 4
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 4
Clayton Partners LLC 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
Morling Financial Advisors, LLC 4
BBAX - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia ex-Japan ETF 4
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 4
Grosvenor Holdings, L.l.c. 4
GMEZX - GuideStone Funds - Impact Equity Fund Investor 4
Springhouse Capital Management, LP 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
Stuyvesant Capital Management 4
Prospect Financial Services LLC 4
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 4
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 4
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 4
Motiv8 Investments LLC 4
Boothe Investment Group, Inc. 4
Oppenheimer Small Cap Value Fund 4
Oppenheimer Steelpath Panoramic Fund 4
AB CarVal Credit Opportunities Fund 4
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
Sab Capital Management Lp 4
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
Odey Asset Management Group Ltd 4
Global Infrastructure Investors Iii, Llc 4
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 4
Sagil Capital Llp 4
Litespeed Management, L.L.C. 4
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 4
Zega Financial, LLC 4
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 4
DW Partners, LP 4
Vazirani Asset Management LLC 4
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 4
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 4
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 4
Wright Managed Income Trust 4
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 4
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
Harvest Capital Management Inc 4
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 4
4J Wealth Management LLC 4
Cue Financial Group, Inc. 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
Allianz Life Insurance Co Of North America 4
LifePro Asset Management 4
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 4
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 4
Shellback Capital, LP 4
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 4
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 4
Ami Investment Management Inc 4
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 4
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 4
Sirios Capital Management L P 4
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 4
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 4
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 4
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 4
Prosperitas Financial LLC 4
Cmt Trading Llc 4
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 4
X-Square Capital, LLC 4
DMG Group, LLC 4
Soviero Asset Management, LP 4
Cincinnati Casualty Co 4
Darrell & King Llc 4
CR Intrinsic Investors, LLC 4
Watts Gwilliam & Co., LLC 4
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 4
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 4
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class 4
Napa Wealth Management 4
Massachusetts Mutual Life Insurance Co 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
CHGX - EA Series Trust - Stance Sustainable Beta ETF 4
CMT Asset Management Ltd 4
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 4
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 4
Palogic Value Management, L.P. 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 4
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 4
Tower Square Investment Management, Llc 4
Carlyle AlpInvest Private Markets Fund 4
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 4
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 4
Stokes & Hubbell Capital Management, LLC 4
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 4
Tran Capital Management, L.p. 4
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 4
Lara, May & Associates, Llc 4
Carl P. Sherr & Co., LLC 4
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 4
Profit Investment Management, LLC 4
Baugh & Associates, LLC 4
Atw Spac Management Llc 4
Arbor Trust Wealth Advisors, Llc 4
Sweeney & Michel, Llc 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Front Barnett Associates Llc 4
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 4
Eos Focused Equity Management, L.P. 4
AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Intermediate Term Municipal Fund Class C 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
Prudent Investors Network 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
Lionshead Wealth Management, LLC 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 4
Strategies Wealth Advisors, LLC 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 4
LeClair Wealth Partners LLC 4
4wealth Advisors, Inc. 4
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 4
Seneca Capital Investments, L.p. 4
TPINX - TEMPLETON INCOME TRUST - Templeton Global Bond Fund Class A 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
Royal Harbor Partners, LLC 4
JMUNX - JOHNSON MUTUAL FUNDS TRUST - Johnson Municipal Income Fund 4
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 4
Alphadyne Asset Management, LLC 4
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 4
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 4
Appleton Group, Llc 4
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
Aft, Forsyth & Sober, LLC 4
Lowell Blake & Associates Inc. 4
Blue Capital, Inc. 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
JIFAX - JANUS INVESTMENT FUND - Janus Henderson International Value Fund Class A 4
Headland Capital, LLC 4
Omni Partners US LLC 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
Finepoint Capital LP 4
Perissos Private Wealth Management, LLC 4
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 4
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 4
Wheatland Advisors Inc 4
National Investment Services of America, LLC 4
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 4
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 4
Gardner Russo & Quinn Llc 4
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 4
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 4
AllianzGI Artificial Intelligence & Technology Opportunities Fund 4
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 4
Independent Investors Inc 4
Invesco Qqq Trust, Series 1 4
VPR Management LLC 4
Latimer Light Capital, L.P. 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2033 4
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Battery Global Advisors, LLC 4
Nearwater Capital Markets, Ltd 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 4
Svenska Handelsbanken AB (publ) 4
Credo Capital Management, LLC 4
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 4
Delaney Dennis R 4
Bmo Financial Corp 4
Master's Wealth Management Inc. 4
Oppenheimer Global Multi-alternatives Fund. 4
VEGBX - VANGUARD MALVERN FUNDS - Vanguard Emerging Markets Bond Fund Admiral Shares 4
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
FLHK - Franklin Templeton ETF Trust - Franklin FTSE Hong Kong ETF 4
MFSM - MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF 4
Wall Street Associates 4
MFSB - MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF 4
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 4
20/20 Capital Management, Inc. 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 4
PXJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Oil & Gas Services ETF 4
OMNI 360 Wealth, Inc. 4
Value Partners Investments Inc. 4
Account Management LLC 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 4
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 4
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 4
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 4
Fortress Wealth Group, LLC 4
Falcon Point Capital, Llc 4
RIMCX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Intermediate Fixed Income Fund Class N 4
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 4
Nuveen Global Income Opportunities Fund 4
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 4
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 4
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
Eachwin Capital, Lp 4
Broyhill Asset Management 4
Elkhorn Partners Limited Partnership 4
Wilkins Miller Wealth Management, LLC 4
Black River Asset Management LLC 4
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 4
Ofi Funds Trust 4
Ancient Art, L.P. 4
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 4
Cardinal Capital Management 4
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 4
Rahlfs Capital, Llc 4
Emerald Advisors, LLC 4
Grant Private Wealth Management Inc 4
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 4
May Hill Capital, LLC 4
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 4
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 4
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 4
Seven Mile Advisory 4
PEDIX - PIMCO FUNDS - PIMCO Extended Duration Fund Institutional 4
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 4
Partners in Financial Planning 4
Stewardship Advisors, LLC 4
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 4
OneAscent Family Office, LLC 4
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 4
Archer Capital Management, L.P. 4
Capital Financial Services, LLC 4
Asset Management Resources, LLC 4
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 4
Redwood Financial Network Corp 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
Freedom Financial Partners LLC 4
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 4
Broadway Wealth Solutions, Inc. 4
Alley Investment Management Company, LLC 4
American Beacon Advisors, Inc. 4
Balter Liquid Alternatives, LLC 4
Brinton Eaton, Llc 4
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 4
Element Wealth, LLC 4
EMS Capital LP 4
VMAKX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Seix High Yield MACS 4
Legacy Wealth Planning, LLC 4
Ares Multi-strategy Credit Fund, Inc. 4
Insight Inv LLC 4
IBHL - iSHARES TRUST - iShares iBonds 2032 Term High Yield and Income ETF 4
Retirement Design & Management Inc /adv 4
Watchman Group, Inc. 4
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 4
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 4
Summit Capital Management Llc 4
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 4
Intellus Advisors LLC 4
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 4
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 4
Client 1st Advisory Group, Llc 4
TUG - Listed Funds Trust - STF Tactical Growth ETF 4
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 4
Keel Point Advisors, LLC 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
HC Advisors, LLC 4
Quentec Asset Management Llc 4
Missouri Valley Partners, Inc. 4
Perimeter Capital Partners, LLC 4
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 4
Deutsche Municipal Income Trust 4
Stratton Funds, Inc. 4
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 4
Global Strategic Investment Solutions, LLC 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 4
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 4
BSJK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 High Yield Corporate Bond ETF 4
Mcglinn Capital Management Inc 4
Vinland Capital Management Gestora de Recursos LTDA. 4
Poinciana Advisors Group, Llc 4
Seascape Capital Management 4
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares 4
Bmi Capital Corp 4
Integras Partners LLC 4
FT Vest Total Return Income Fund: Series A3 4
FT Vest Hedged Equity Income Fund: Series A3 4
EPP - iShares, Inc. - iShares MSCI Pacific ex Japan ETF 4
Charter Oak Partners Management, L.P. 4
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF 4
RTD Financial Advisors, Inc. 4
Croban 4
Wood Investment Counsel LLC 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
Harvest Fund Holdco L.p. 4
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
MCHI - iSHARES TRUST - iShares MSCI China ETF 4
Pillar Financial Advisors, LLC 4
FTIIX - FEDERATED INTERNATIONAL SERIES INC - Federated Global Total Return Bond Fund Class A Shares 4
Financial Advisory Group 4
Clearfield Capital Management Lp 4
Advantage Alpha Capital Partners LP 4
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 4
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 4
Stralem Fund 4
Bravias Capital Group, LLC 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB 4
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 4
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 4
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 4
Jade Capital Advisors, LLC 4
JHSKX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Short Duration Municipal Opportunities Fund Class R6 4
James J. Burns & Company, LLC 4
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF 4
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 4
Enel Societa Per Azioni 4
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 4
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 4
LST - Managed Portfolio Series - Leuthold Select Industries ETF 4
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 4
Perkins Capital Management Inc 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 4
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 4
Weinberger Asset Management, Inc 4
Barlow Wealth Partners, Inc. 4
Hatteras Alternative Mutual Funds, LLC 4
Objectivity Squared, LLC 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
Abound Financial, Llc 4
ZPR Investment Management 4
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 4
Turning Point Benefit Group, Inc. 4
Corsair Opportunity Fund 4
Touradji Capital Management, Lp 4
Realty Capital Income Funds Trust 4
PIMGMVA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Balanced Allocation Portfolio Administrative 4
ESSIX - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock Fund Class I Shares 4
Cqs (us), Llc 4
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B 4
Ks Management Corp 4
Richelieu Gestion PLC 4
Outfitter Advisors, Ltd. 4
AGT - iSHARES TRUST - iShares MSCI Argentina and Global Exposure ETF 4
EWH - iShares, Inc. - iShares MSCI Hong Kong ETF 4
Seven Post Investment Office LP 4
Lilley & Co 4
Wedgewood Partners Inc 4
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 4
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 4
Compass Capital Corp /ma/ /adv 4
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 4
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 4
Pimco Municipal Income Fund Iii 4
12th Street Asset Management Company, LLC 4
bLong Financial, LLC 4
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 4
Financial Advisory Corp /ut/ /adv 4
HORAN Wealth, LLC 4
Nuveen Global Equity Income Fund 4
NCATX - Northern Funds - Northern California Tax-exempt Fund 4
Stelliam Investment Management, Lp 4
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 4
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 4
VR Advisory Services Ltd 4
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 4
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 4
IAFPX - Voya VARIABLE PORTFOLIOS INC - Voya FTSE 100 Index(R) Portfolio Class ADV 4
Glacier Peak Capital LLC 4
E Six Thirteen, Llc 4
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
JMKAX - John Hancock Funds II - Emerging Markets Debt Fund Class A 4
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 4
Trust Co of Kansas 4
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 4
Kerntke Otto McGlone Wealth Management Group 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Arrowgrass Capital Partners Llp 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 4
Brentview Investment Management LLC 4
Beddow Capital Management Inc 4
Jacobsen Capital Management 4
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 4
Spectrum Wealth Advisory Group, LLC 4
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 4
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 4
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 4
Farmstead Capital Management, LLC 4
Quantum Financial Planning Services, Inc. 4
Verus Wealth Management, Llc 4
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 4
HG Vora Capital Management, LLC 4
BankPlus Wealth Management LLC 4
Check Capital Management Inc/ca 4
MFA Wealth Services 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 4
Braver Wealth Management, LLC 4
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 3
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 3
VPVEMDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Emerging Markets Bond Portfolio Administrative 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 3
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund 3
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 3
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 3
MAEMX - VICTORY PORTFOLIOS - Victory Trivalent Emerging Markets Small-Cap Fund Class A 3
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 3
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 3
OBOR - Krane Shares Trust - KraneShares MSCI One Belt One Road Index ETF 3
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 3
BAFZX - Brown Advisory Funds - Brown Advisory Mortgage Securities Fund Institutional Shares 3
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 3
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 3
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 3
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 3
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 3
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 3
JOPSX - Advisers Investment Trust - JOHCM International Opportunities Fund Institutional Shares 3
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 3
DLLDX - DoubleLine Funds Trust - DoubleLine Long Duration Total Return Bond Fund Class N 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
LWOAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - International Opportunities Bond Fund Class A 3
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 3
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 3
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 3
MMCAP International Inc. SPC 3
EXI - iSHARES TRUST - iShares Global Industrials ETF 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 3
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 3
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 3
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 3
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
MBDBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Debt Portfolio Class II 3
MCRDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA CREDIT OPPORTUNITIES FUND Investor Class Shares 3
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 3
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 3
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A 3
LLDHQ - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Limited Duration Bond Fund 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
PGOVX - PIMCO FUNDS - PIMCO Long-Term U.S. Government Fund Institutional 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 3
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 3
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 3
SIEAX - SUNAMERICA EQUITY FUNDS - AIG International Dividend Strategy Fund Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 3
FMUB - Fidelity Merrimack Street Trust - Fidelity Municipal Bond Opportunities ETF 3
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Private Wealth Advisors, LLC 3
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 3
FLKR - Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF 3
FLFR - Franklin Templeton ETF Trust - Franklin FTSE France ETF 3
BlackRock ETF Trust II - iShares High Yield Muni Active ETF 3
Master Basic Value Llc 3
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 3
FLYRX - Victory Portfolios IV - Victory Pioneer Floating Rate Fund Class Y 3
FCA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust China AlphaDEX Fund 3
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 3
FHK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Hong Kong AlphaDEX Fund 3
FKO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust South Korea AlphaDEX Fund 3
FKU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust United Kingdom AlphaDEX Fund 3
Cornerstone Progressive Return Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 3
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
Strategic Global Income Fund Inc 3
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A 3
Calvert Sage Fund 3
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 3
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Schroder Capital Funds (delaware) 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 3
Nicholas Money Market Fund Inc 3
Bleichroeder LP 3
Rudd International, Inc. 3
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 3
Colton Groome Financial Advisors, Llc 3
Davide Leone & Partners Investment Co Ltd. 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Enterprise Bank & Trust Co 3
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
Variant Alternative Income Fund 3
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 3
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 3
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 3
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 3
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 3
BT Wealth Management LLC 3
American Financial Advisors, LLC 3
London & Capital Asset Management Ltd 3
JFG Wealth Management, LLC 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
Attestor Ltd 3
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 3
MFN Partners Management, LP 3
MRCap LP 3
Sandbar Asset Management LLP 3
Palmer Knight Co 3
Pacific Wealth Strategies Group, Inc. 3
Galibier Capital Management Ltd. 3
Compton Wealth Advisory Group, LLC 3
RP Investment Advisors LP 3
HEMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Emerging Markets Opportunities Fund Class A 3
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
Hamilton Wealth, LLC 3
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A 3
TLW Wealth Management, LLC 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 3
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 3
ALMMX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Small-Cap Fund Class A 3
SMEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR EURO STOXX Small Cap ETF 3
Elwood & Goetz Wealth Advisory Group, LLC 3
RHS Financial, LLC 3
Triad Investment Management 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
Mra Associates Usa Llc 3
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 3
Ofi Carlyle Private Credit Fund 3
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 3
Kays Financial Advisory Corp /adv 3
Context Partners Fund, L.p. 3
Causeway Etmf Trust 3
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 3
NMIIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Impact Fund Institutional Class 3
Shakespeare Wealth Management, Inc. 3
Triodos Investment Management BV 3
Vishria Bird Financial Group, LLC 3
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 3
Ashler Capital Llc 3
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 3
Stewardship Financial Advisors, LLC 3
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 3
Vista Investment Management 3
Ruane, Cunniff & Goldfarb L.P. 3
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 3
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 3
Hartford Funds Nextshares Trust 3
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 3
Roof Advisory Group, Inc. 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 3
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 3
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 3
AKFAX - Aberdeen Funds - Aberdeen Emerging Markets Debt Fund Class A 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
Qvr Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 3
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 3
Ironvine Capital Partners, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 3
PBSAX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-2 3
Newport Wealth Strategies, Inc. 3
Prana Capital Management, LP 3
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 3
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
Fluent Financial, LLC 3
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 3
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 3
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
Polunin Capital Partners Ltd 3
DDD Partners, LLC 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
AMS Capital Ltda 3
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 3
Biechele Royce Advisors 3
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 3
Nicollet Investment Management, Inc. 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 3
AZTFX - AQUILA MUNICIPAL TRUST - AQUILA TAX-FREE TRUST OF ARIZONA Class A 3
Dreyfus Strategic Municipals Inc 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
Presper Financial Architects, LLC 3
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 3
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 3
Uhlmann Price Securities, Llc 3
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 3
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 3
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 3
NYSAX - NYSA SERIES TRUST - NYSA Fund 3
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 3
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 3
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 3
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 3
Kopp Investment Advisors Llc 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 3
Western Asset Middle Market Debt Fund Inc. 3
Blackrock Liquidity Funds 3
Croft Funds Corp 3
Alpine Global Premier Properties Fund 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
Cash Account Trust 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
Alliancebernstein National Municipal Income Fund 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
Blackrock Strategic Municipal Trust 3
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 3
John Hancock Investment Trust Iii 3
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
Hartford Funds Master Fund 3
SCIX - Global X Funds - Global X Scientific Beta Asia ex-Japan ETF 3
EMFM - Global X Funds - Global X MSCI Next Emerging & Frontier ETF 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
Eaton Vance California Municipal Income Trust 3
Eaton Vance Municipal Income Trust 3
AMNAX - AB MUNICIPAL INCOME FUND II - AB Minnesota Portfolio Class A 3
Nuveen Municipal 2021 Target Term Fund 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 3
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
Strongvest Etf Trust 3
Liberty All Star Growth Fund Inc. 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Korea Fund Inc 3
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 3
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 3
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 3
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 3
Herzfeld Caribbean Basin Fund Inc 3
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 3
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 3
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 3
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 3
First Trust/aberdeen Emerging Opportunity Fund 3
John Hancock Collateral Trust - John Hancock Collateral Trust 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 3
RMRGX - FINANCIAL INVESTORS TRUST - Highland Resolute Fund Class I 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
Steadfast Alcentra Global Credit Fund 3
Morgan Stanley Asia-pacific Fund, Inc. 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
Templeton Dragon Fund Inc 3
VSGBX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Federal Fund Investor Shares 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 3
Putnam Europe Equity Fund 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class 3
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 3
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 3
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 3
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 3
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 3
European Equity Fund, Inc / Md 3
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
New Germany Fund Inc 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
Greater India Portfolio - Greater India Portfolio 3
LVLAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Low Volatility Emerging Markets Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 3
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Blackrock Muniyield Investment Fund 3
Blackrock Muniholdings California Quality Fund, Inc. 3
Blackrock Florida Municipal 2020 Term Trust 3
Sloy Dahl & Holst, LLC 3
Oppenheimer Rochester California Municipal Fund 3
SHCDX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Corporate Debt Fund Institutional 3
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 3
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class 3
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 3
Blackrock Municipal Bond Trust 3
DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A 3
FGOAX - FEDERATED GOVERNMENT INCOME SECURITIES INC - FEDERATED GOVERNMENT INCOME SECURITIES INC Class A Shares 3
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 3
Master Portfolio Trust 3
Cascade Investment, L.l.c. 3
SMDMX - FIDELITY UNION STREET TRUST - Fidelity Maryland Municipal Income Fund 3
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 3
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Nuveen California Municipal Value Fund Inc 3
Arlington Financial Advisors, LLC 3
Harbor Advisory Corp /ma/ 3
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 3
Ascension Asset Management LLC 3
FMDTX - Franklin Tax Free Trust - Franklin Maryland Tax-free Income Fund Class A1 3
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 3
FRALX - Franklin Tax Free Trust - Franklin Alabama Tax-free Income Fund Class A1 3
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 3
OSCBX - COLUMBIA FUNDS SERIES TRUST I - Overseas SMA Completion Portfolio 3
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
Monarch Alternative Capital LP 3
Ackerman Capital Advisors, LLC 3
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 3
TMUUX - MORGAN STANLEY PATHWAY FUNDS - Municipal Bond Fund 3
TILUX - MORGAN STANLEY PATHWAY FUNDS - Inflation-Linked Fixed Income Fund 3
Mubadala Investment Co PJSC 3
Williams Randa Duncan 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
Farmhouse Investment Management LLC 3
First Reserve GP XIII Ltd 3
Acorns Advisers, LLC 3
BlueSky Wealth Advisors, LLC 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
Linden Capital L.P. 3
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 3
RVNU - DBX ETF TRUST - Xtrackers Municipal Infrastructure Revenue Bond ETF 3
HIEIX - Federated Adviser Series - Federated Hermes International Equity Fund Institutional Shares 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
PAMFX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Pennsylvania Municipal Income Fund Class A Shares 3
PagnatoKarp Partners LLC 3
Crawford Lake Capital Management, LLC 3
Consolidated Capital Management, Llc 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
Hampstead Capital LLP 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
Sumitomo Mitsui Financial Group, Inc. 3
Arxis Securities Llc 3
Swank Capital, LLC 3
Nut Tree Capital Management, LP 3
APSTX - Cavanal Hill Funds - Limited Duration Fund Investor 3
BigSur Wealth Management LLC 3
Wittenberg Investment Management, Inc. 3
JEMAX - JPMorgan Trust I - JPMorgan Emerging Markets Corporate Debt Fund Class A 3
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 3
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 3
Harbor Advisors LLC 3
EMDV - PROSHARES TRUST - ProShares MSCI Emerging Markets Dividend Growers ETF 3
Arthur M. Cohen & Associates, Llc 3
VISEX - VALIC Co II - International Opportunities Fund 3
Share Andrew L. 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
JHGEX - John Hancock Funds II - Global Equity Fund Class A 3
FC Advisory LLC 3
CGOV Asset Management 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
Ota Llc 3
Foresters Asset Management Inc. 3
EWZS - iSHARES TRUST - iShares MSCI Brazil Small-Cap ETF 3
Ignis Investment Services Ltd 3
ECH - iShares, Inc. - iShares MSCI Chile ETF 3
Grey Owl Capital Management, LLC 3
GSB Podium Advisors, LLC 3
BSCJ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2019 Corporate Bond ETF 3
Basswood Capital Management, L.l.c. 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Bodri Capital Management, LLC 3
Lombard Odier & Cie (Bahamas) Ltd 3
Long Oar Global Investors, LLC 3
Raptor Capital Management Lp 3
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 3
TBP Investments Management, LLC 3
Gardiner Nancy B 3
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 3
Dempze Nancy E 3
Global Alpha Capital Management Ltd. 3
Covalent Partners LLC 3
Idaho Trust Bank 3
Marianas Fund Management Llc 3
Deimos Asset Management LLC 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
Merion Investment Management LP 3
Marotta Asset Management 3
Aufman Associates Inc 3
Kestrel Investment Management Corp 3
Warlander Asset Management, LP 3
SkyTop Capital Management LLC 3
Dohj, Llc 3
Absher Wealth Management, Llc 3
Ferguson Shapiro LLC 3
Single Point Partners, LLC 3
Qp Wealth Management, Llc 3
Naya Management LLP 3
Argent Wealth Management LLC 3
NWK Group, Inc. 3
Brookfield BHS Advisors LLC 3
AIMZ Investment Advisors, LLC 3
Petix & Botte Co 3
Madison Avenue Partners, LP 3
LH Capital Markets, LLC 3
Junto Capital Management LP 3
Adi Capital Management LLC 3
Private Wealth Strategies, L.L.C. 3
Candlestick Capital Management LP 3
Yale University 3
Towercrest Capital Management 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
Pomelo Capital LLC 3
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 3
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 3
Maltin Wealth Management, Inc. 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 3
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 3
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 3
First Reserve GP XI, Inc. 3
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 3
HRETX - HARBOR FUNDS - Harbor Robeco Emerging Markets Conservative Equities Fund Institutional Class 3
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 3
Edmond de Rothschild (Europe) 3
Wealth Advisors of Iowa, LLC 3
Bocage Capital, LLC 3
Peninsula Asset Management Inc 3
AlpInvest Partners B.V. 3
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 3
Bandera Partners LLC 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 3
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 3
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund 3
Rivulet Capital, Llc 3
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 3
Cunning Capital Partners, LP 3
GLISX - Managed Portfolio Series - Great Lakes Disciplined International Smaller Company Fund Institutional Class Shares 3
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 3
ICENX - ICON FUNDS - ICON Energy Fund Class S 3
IOBCX - ICON FUNDS - ICON Flexible Bond Fund Class C 3
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 3
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 3
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 3
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 3
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
EUROX - US GLOBAL INVESTORS FUNDS - Emerging Europe Fund 3
Cardan Capital Partners, LLC 3
Verger Capital Management LLC 3
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 3
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 3
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 3
Moller Financial Services 3
Wingspan Investment Management, LP 3
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
AAIFX - 360 Funds - Timber Point Alternative Income Fund Investor Class Shares 3
CFSMX - ALPS Series Trust - Clarkston Partners Fund Founders Class 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
Geneva Capital Management Llc 3
Three Bays Capital Lp 3
Gruber & Mcbaine Capital Management Llc 3
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 3
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 3
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 3
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
CCOR - Listed Funds Trust - Core Alternative ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 3
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 3
Youngs Advisory Group, Inc. 3
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 3
Hutchens Investment Management Inc 3
Chai Trust Co Llc 3
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 3
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 3
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund 3
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 3
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund 3
Magnolia Group, Llc 3
Horst & Graben Wealth Management LLC 3
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 3
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 3
Milestone Advisory Partners 3
Bluestem Financial Advisors, Llc 3
AF Advisors, Inc. 3
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 3
Weston Capital Management Inc 3
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 3
Westend Partners Lp 3
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
Wilks Brothers, LLC 3
InView Investment Management LLC 3
Fenimore Asset Management Trust 3
Telemus Investment Management, LLC 3
Rangeley Capital, LLC 3
Holt-smith Advisors Inc 3
Aster Investment Management Co Inc 3
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 3
Portola Group Inc /ca 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
Lewis Capital Management, Llc 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
Axiom Financial Strategies, LLC 3
Cortex Capital Management LLC 3
Sandhill Capital Partners LLC 3
Riverloft Capital Management L.P. 3
Lombard Odier Transatlantic, Limited Partnership 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
Sarbit Advisory Services Inc. 3
ATLANTIC INVESTMENT Co 3
Foyston, Gordon, & Payne Inc 3
Tesuji Partners, LLC 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 3
Hahn Capital Management Llc 3
Bill & Melinda Gates Foundation Trust 3
BNP Paribas Asset Management UK Ltd 3
Oxinas Partners Wealth Management LLC 3
Solitude Financial Services 3
Page Arthur B 3
Golden Green, Inc. 3
McLean Asset Management Corp 3
Ayalon Holdings Ltd. 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
Dudley & Shanley, Inc. 3
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 3
GVO Asset Management Ltd 3
Flagship Private Wealth, LLC 3
Capital Investment Services of America, Inc. 3
TB Alternative Assets Ltd. 3
Bond & Devick Financial Network, Inc. 3
CM Management, LLC 3
Bordeaux Wealth Advisors LLC 3
Avenue 1 Advisors, LLC 3
Goepper Burkhardt LLC 3
Jabodon Pt Co 3
Oakwell Private Wealth Management, LLC 3
KWB Wealth 3
Collective Family Office Llc 3
Fountainhead AM, LLC 3
Bluesphere Advisors, LLC 3
Speece Thorson Capital Group Inc 3
Northern Capital Management, Inc. 3
Ophir Asset Management Pty Ltd 3
Cartenna Capital, LP 3
Nebula Capital Management, LP 3
Collaborative Holdings Management LP 3
BCGM Wealth Management, LLC 3
Swedbank 3
MBL Wealth, LLC 3
Compton Financial Group, LLC 3
Montanaro Asset Management Ltd 3
Tri Locum Partners LP 3
SevenOneSeven Capital Management 3
59 North Capital Management, LP 3
Wolf Hill Capital Management, LP 3
United Maritime Capital Llc 3
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 3
3D/L Capital Management, LLC 3
EMC Capital Management 3
Sheets Smith Investment Management 3
MIPBX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Municipal Income Portfolio Class I 3
IMIEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Intermediate Municipal Income Portfolio Class I 3
POIVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect Oldfield International Value Fund Institutional Class 3
VELA Funds - VELA Small Cap Fund Class I 3
Williams Financial, LLC 3
Geier Asset Management, Inc. 3
Timelo Investment Management Inc. 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
Sentinel Wealth Management, Inc. 3
Think Investments LP 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
Marvin & Palmer Associates Inc 3
William Harris Investors Inc 3
LOGe Solutions, LLC 3
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 3
Precision Wealth Strategies, LLC 3
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 3
Truxt Investmentos Ltda. 3
Swarthmore Group Inc 3
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 3
Thompson Rubinstein Investment Management Inc /or/ 3
Trinity Street Asset Management LLP 3
Campbell Newman Asset Management Inc 3
Lincoln Capital LLC 3
Financial Consulate Inc. 3
4Thought Financial Group Inc. 3
P.R. Herzig & Co. Inc. 3
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Fourth Sail Capital LP 3
WEDRX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Debt Fund Class R6 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 3
ATFV - Alger ETF Trust - Alger 35 ETF 3
J Arnold Wealth Management Co 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 3
Chartist Inc /ca/ 3
Roberts Wealth Advisors, LLC 3
Trinity Financial Advisors LLC 3
Boxwood Ventures, Inc. 3
Leonard Capital Management, Inc 3
Nuveen Enhanced High Yield Municipal Bond Fund 3
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares 3
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 3
FT Options LLC 3
Caledonia Investments Plc 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 3
Tricadia Capital Management, LLC 3
JZRO - Janus Detroit Street Trust - Janus Henderson Net Zero Transition Resources ETF 3
Bromfield Sneider Wealth Advisors 3
Taylor & Morgan Wealth Management, LLC 3
Charles Carroll Financial Partners, LLC 3
Shelton Wealth Management, Llc 3
WNDY - Global X Funds - Global X Wind Energy ETF 3
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 3
Vahanian & Associates Financial Planning Inc. 3
Conrad Siegel Investment Advisors, Inc. 3
Cottonwood Capital Advisors, Llc 3
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 3
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 3
Yarbrough Capital, LLC 3
Blodgett Wealth Advisors, Llc 3
Ml & R Wealth Management Llc 3
Metropolitan Capital Advisors Inc 3
Gouws Capital LLC 3
Wealth Management Solutions, LLC 3
DB Fitzpatrick & Co, Inc 3
Southern Capital Advisors, Llc 3
Coulter & Justus Financial Services, LLC 3
Keb Asset Management, Llc 3
Pine Haven Investment Counsel, Inc 3
Altrinsic Global Advisors Llc 3
Oak Hill Advisors Lp 3
Arbor Capital Management Inc /adv 3
MAS Advisors LLC 3
Paradigm Capital Management, LLC/NV 3
Orbis Holdings Ltd 3
Kellett Schaffner Wealth Advisors LLC 3
Joseph Group Capital Management 3
Paralel Advisors LLC 3
Collaborative Wealth Managment Inc. 3
Next Level Private LLC 3
CPR Investments Inc. 3
Magee Thomson Investment Partners Llc 3
Synergy Financial Group, LTD 3
Pinnacle Financial Group, LLC / IL 3
Horizon Family Wealth, Inc. 3
Blue Owl Capital Holdings LP 3
McBroom & Associates, LLC 3
SFG Wealth Management, LLC. 3
Manhattan West Asset Management, LLC 3
Herbst Group, Llc 3
Tanager Wealth Management LLP 3
Polarity Investment Partners LP 3
Capricorn Fund Managers Ltd 3
Mmbg Investment Advisors Co. 3
WMG Financial Advisors, LLC 3
Paragon Financial Partners, Inc. 3
Avaii Wealth Management, Llc 3
G2 Capital Management, Llc / Oh 3
Disciplined Equity Management, Inc. 3
Guerra Pan Advisors, Llc 3
Eagle Bluffs Wealth Management LLC 3
PACIFIC SELECT FUND - International Growth Portfolio Class P 3
Treasure Coast Financial Planning 3
Jenkins Wealth 3
Adamsbrown Wealth Consultants Llc 3
Fingerlakes Wealth Management, Inc. 3
Future Fund LLC 3
Valicenti Advisory Services Inc 3
FPAG - NORTHERN LIGHTS FUND TRUST III - FPA Global Equity ETF 3
Rs Crum Inc. 3
Trustco Bank Corp N Y 3
Hamilton Lane Advisors Llc 3
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 3
AlphaCentric Advisors LLC 3
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 3
Heathbridge Capital Management Ltd. 3
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 3
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 3
KOKUSAI Asset Management Co., Ltd. 3
Vantage Financial Partners, LLC 3
Lakeside Advisors, INC. 3
Clay Northam Wealth Management, LLC 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
First International Bank & Trust 3
BNIVX - Advisors' Inner Circle Fund III - BARROW HANLEY INTERNATIONAL VALUE FUND I Shares 3
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 3
Aletheian Wealth Advisors LLC 3
Connors Funds - Connors Hedged Equity Fund Institutional Class 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
TCM Advisors, LLC 3
Walter Public Investments Inc. 3
Ledge Wealth Management, Inc. 3
Sage Investment Advisers LLC 3
Stellar Capital Management, LLC 3
Alpha Square Group S, LLC 3
Sarissa Consulting Llc 3
Mcdonald Capital Investors Inc/ca 3
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 3
Juncture Wealth Strategies, Llc 3
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 3
PIMCO Flexible Emerging Markets Income Fund 3
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 3
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
Monetta Financial Services Inc 3
Meridian Management Co 3
Alleghany Corp /de 3
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 3
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF 3
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 3
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund 3
Hikari Power Ltd 3
Connective Capital Management, LLC 3
Warwick Investment Management, Inc. 3
JGP Global Gestao de Recursos Ltda. 3
Altrius Capital Management Inc 3
Altegris Advisors, L.l.c. 3
Infini Capital Management Ltd 3
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 3
OEUR - ALPS ETF Trust - ALPS | O'Shares Europe Quality Dividend ETF Shares 3
Tanaka Capital Management Inc 3
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 3
VELA Funds - VELA Income Opportunities Fund Class A 3
Delphi Management Inc /ma/ 3
Bull Oak Capital, LLC 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3
Drw Securities, L.l.c. 3
Stapp Wealth Management, Pllc 3
Sea Otter Advisors LLC 3
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 3
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 3
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 3
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 3
Two Roads Shared Trust - Conductor Global Equity Value ETF 3
Pier Capital, LLC 3
Ensemble Capital Management, LLC 3
Nautilus Advisors LLC 3
Schear Investment Advisers, LLC 3
Verum Partners LLC 3
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 3
Pacific Sage Partners, LLC 3
Allegiance Financial Group Advisory Services LLC 3
Montgomery Investment Management Inc 3
PayPay Securities Corp 3
Epacria Capital Partners, Llc 3
Kades & Cheifetz LLC 3
Vertex Planning Partners, LLC 3
Millington Financial Advisors, LLC 3
Forge First Asset Management Inc. 3
WealthSpring Partners, LLC 3
Lodestone Wealth Management LLC 3
Axiom International Investors Llc /de 3
Financial Partners Group, LLC 3
Beacon Bridge Wealth Partners, LLC 3
Zevenbergen Capital Investments Llc 3
Forest Avenue Capital Management LP 3
Dominguez Wealth Management Solutions, Inc. 3
Tejara Capital Ltd 3
Owen LaRue, LLC 3
Waterford Advisors, LLC 3
Aquamarine Capital Management, LLC 3
Left Brain Wealth Management, LLC 3
Veritas Investment Management LLP 3
Tahithromos, L.L.C. 3
HM Capital Management, LLC 3
TGN - Investment Managers Series Trust II - AXS Brendan Wood TopGun Index ETF 3
Tandem Wealth Advisors LLC 3
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 3
Diker Management Llc 3
Kopernik Global Investors, LLC 3
MEAG MUNICH ERGO AssetManagement GmbH 3
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 3
University Of Notre Dame Du Lac 3
Barbara Oil Co. 3
Legacy Trust 3
Clark Estates Inc/ny 3
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 3
Resolute Wealth Strategies, LLC 3
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 3
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 3
Aspen Wealth Strategies, LLC 3
R. G. Niederhoffer Capital Management Inc 3
Spero-smith Investment Advisers Inc /oh 3
Lord Abbett Floating Rate High Income Fund 3
Fishman Jay A Ltd/mi 3
White Pine Investment CO 3
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 3
Invictus Private Wealth, Llc 3
Windsor Advisory Group, LLC 3
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 3
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 3
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 3
New Generation Advisors, Llc 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
Paradice Investment Management LLC 3
Kingdom Financial Group LLC. 3
Hudson Canyon Capital Management 3
Fortune Financial Advisors, LLC 3
Elevatus Welath Management 3
Polaris Capital Management, LLC 3
EDENTREE ASSET MANAGEMENT Ltd 3
Invenio Wealth Partners Llc 3
Northeast Financial Group, Inc. 3
Guidance Capital, Inc 3
Gray Financial Group /ga /adv /adv 3
PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A 3
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 3
Crestwood Capital Management, L.P. 3
Corrigan Financial, Inc. 3
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF - 3
Haverford Financial Services, Inc. 3
Key Bridge Compliance, LLC 3
Borer Denton & Associates, Inc. 3
Sound Stewardship, LLC 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
GSG Advisors LLC 3
Werlinich Asset Management, LLC 3
Disciplina Capital Management LLC 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Exchange Bank 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 3
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 3
Sylebra Capital Llc 3
Hutchens Investment Management Inc 3
Waterway Wealth Management, LLC 3
Silverberg Bernstein Capital Management LLC 3
Traveka Wealth, LLC 3
Atlanta Capital Management Co L L C 3
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 3
Para Advisors Llc 3
Priebe Wealth Holdings LLC 3
Lecap Asset Management Ltd 3
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 3
LifePlan Financial, LLC 3
Dupree Financial Group, LLC 3
Alkeon Capital Management Llc 3
Arbor Wealth Advisors LLC 3
Glenorchy Capital Ltd 3
Steele Capital Management, Inc. 3
Matthew 25 Management Corp 3
Power Wealth Management Llc 3
ABS Direct Equity Fund LLC 3
Balanced Wealth Group Llc 3
Farrow Financial Inc. 3
Folger Hill Asset Management LP 3
Bey-Douglas LLC 3
Bach Investment Advisors Ltd 3
JPL Wealth Management, LLC 3
Cloverdale Capital Management, LLC 3
Acorn Creek Capital Llc 3
Sar Wealth Management Group, Llc 3
Lapides Asset Management, LLC 3
ORBA Wealth Advisors, L.L.C. 3
Up Strategic Wealth Investment Advisors Llc 3
Kcg Americas Llc 3
Swisher Financial Concepts, Inc. 3
Seamount Financial Group Inc 3
Alternative Investment Advisors, LLC. 3
Burgundy Asset Management Ltd. 3
Allen Wealth Management, Llc 3
AYAL Capital Advisors Ltd 3
ADAR1 Capital Management, LLC 3
Rutabaga Capital Management Llc/ma 3
Conscious Wealth Investments, Llc 3
Elk Creek Partners, LLC 3
Taylor Financial Group, Inc. 3
Gramercy Funds Management LLC 3
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 3
FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF 3
Natixis ETF Trust - Natixis Gateway Quality Income ETF 3
Stephens Investment Management Group LLC 3
Counterweight Ventures, LLC 3
Next Century Growth Investors Llc 3
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 3
Sabby Management, Llc 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 3
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 3
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 3
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 3
Gerber, Llc 3
Skyline Advisors, Inc. 3
waypoint wealth counsel 3
Schneider Capital Management Corp 3
Napatree Capital Llc 3
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 3
Pine Harbor Wealth Management, LLC 3
AWM Investment Company, Inc. 3
Mainsail Asset Management, Llc 3
DLK Investment Management, LLC 3
New World Fund Inc 3
Brave Warrior Advisors, LLC 3
Mason & Associates, LLC 3
Blue Ridge Capital, L.L.C. 3
Crosslink Capital Inc 3
Adapt Wealth Advisors, Llc 3
Akre Capital Management Llc 3
Fpr Partners Llc 3
Tybourne Capital Management (hk) Ltd 3
Wallace Hart LLC 3
D. E. Shaw & Co, L.p. 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
Raelipskie Partnership 3
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF 3
OMC Financial Services LTD 3
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF 3
EdgePoint Investment Group Inc. 3
Orbis Investment Management Ltd 3
Mills Wealth Advisors LLC 3
Sheffield Asset Management, L.L.C. 3
Growth Fund Of America 3
Elser Financial Planning, Inc 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
ZynergyRetirementPlanningLLC 3
CacheTech Inc. 3
Carrhae Capital LLP 3
Longview Financial Advisors, Inc. 3
Capital Investment Counsel, LLC 3
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF 3
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 3
RBC Global Asset Management Inc. 3
Heritage Oak Wealth Advisors Llc 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 3
Summit Wealth Partners, LLC 3
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 3
TAXE - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Intermediate Municipal Income ETF 3
Brown Capital Management Llc 3
Highstar Capital LP 3
STXI - EA Series Trust - Strive International Developed Markets ETF 3
Arbiter Partners Capital Management LLC 3
BWM Planning, LLC 3
CHB Investment Group, LLC 3
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 3
Quartz Partners, LLC 3
Enclave Advisors LLC 3
Cascades Capital Asset Management, LLC 3
Cornerstone Advisors Asset Management, Inc 3
Valued Retirements, Inc. 3
SGL Investment Advisors, Inc. 3
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
BEMVX - Perpetual Americas Funds Trust - Barrow Hanley Emerging Markets Value Fund Institutional Shares 3
BCONX - Perpetual Americas Funds Trust - Barrow Hanley Credit Opportunities Fund Institutional Shares 3
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 3
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF 3
Penney Financial, LLC 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
Cloud Gate Capital, LLC 3
Founders Grove Wealth Partners, Llc 3
R.H. Investment Group, LLC 3
Cvfg Llc 3
Berbice Capital Management LLC 3
Clarendon Private LLC 3
Orca Wealth Management, LLC 3
Kaufman Rossin Wealth, LLC 3
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 3
MYCN - SSGA Active Trust - SPDR SSGA My2034 Corporate Bond ETF 3
Berylson Capital Partners, Llc 3
Mak Capital One Llc 3
Inman Jager Wealth Management, LLC 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class C shares 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 3
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 3
Park Capital Management, LLC / WI 3
Legacy Solutions, Llc 3
Partners Wealth Management, Llc 3
Sherman Asset Management, Inc. 3
Wernau Asset Management Inc. 3
12 West Capital Management LP 3
Aurelius Capital Management, LP 3
Haven Capital Group, Inc. 3
Hayman Capital Management, L.p. 3
ZEGA Investments, LLC 3
Potentia Wealth 3
Energy Transfer Equity, L.P. 3
Crux Wealth Advisors 3
NFP Retirement, Inc. 3
Bridge Generations Wealth Management Llc 3
Stenger Family Office, LLC 3
Kintayl Capital LP 3
Oasis Management Co Ltd. 3
Collar Capital Management, LLC 3
Graver Capital Management, LLC 3
PMV Capital Advisers, LLC 3
Victrix Investment Advisors 3
Goff John C 3
4D Advisors, LLC 3
Blue Rock Wealth Management LLC 3
Visualize Group LP 3
Helium Advisors LLC 3
Michels Family Financial, LLC 3
Sunbeam Capital Management, LLC 3
TotalEnergies SE 3
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF 3
Brucke Financial, Inc. 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 3
SpringVest Wealth Management LLC 3
Wealthedge Investment Advisors, Llc 3
Thoma Capital Management LLC 3
TCW ETF Trust - TCW Multisector Credit Income ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 3
EFFE - Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF 3
Stillwater Wealth Management Group 3
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 3
Foundation Asset Management, LP 3
ZEMRX - AMERICAN BEACON FUNDS - American Beacon Ninety One Emerging Markets Equity Fund R6 Class 3
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF 3
Yukon Wealth Management, Inc. 3
Uptown Financial Advisors LLC 3
Capstone Wealth Management Group LLC 3
Ptm Wealth Management, Llc 3
Pacific Capital Partners Ltd 3
Papamarkou Wellner Asset Management inc. 3
Longaeva Partners L.P. 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
Harvest Capital Strategies LLC 3
VMAHX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Newfleet High Yield MACS 3
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 3
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Optima Capital Llc 3
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 3
Real Talk Capital, LLC 3
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 3
FCDSX - FIDELITY SCHOOL STREET TRUST - Fidelity Series International Credit Fund 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 3